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 receipts for expense reimbursement or record-keeping.
Allow users to request product demos or free trials, signaling strong buying intent.
Initiate and manage procurement of goods or services from suppliers.
Create and refine target personas for personalized marketing efforts.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.