Next-gen automation platform for your business
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 business-related expenses for approval and reimbursement.
Request and manage employee or vendor access to specific physical locations.
Register prospects for sales-related events, webinars, or conferences.
Allow users to request product demos or free trials, signaling strong buying intent.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.