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Plaid
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.
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Facility Access Request
Request and manage employee or vendor access to specific physical locations.
Module:Operations
Entity:Access Control
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Equipment Checkout
Track the allocation and return of tools, devices, or shared equipment.
Module:Operations
Entity:Equipment Usage
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Financial Statement/Reporting
Prepare and submit financial statements and reports for compliance and analysis.
Module:Finance & Accounting
Entity:Custom Entity
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Lead Generation
Capture potential customer information for sales follow-up and nurturing.
Module:Sales
Entity:Contact
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