Plaid is a financial data platform that powers fintech and digital finance products. It allows consumers and businesses to interact with their bank accounts, check balances, and make payments.
Submit receipts for expense reimbursement or record-keeping.
Create and refine target personas for personalized marketing efforts.
Request and approve business travel, including estimated costs and itinerary.
Initiate the purchase process based on a finalized quote or customer intent.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.