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 tax-related documents for compliance and record-keeping.
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
Gather new hire details, assign equipment, and initiate onboarding tasks.
Collect detailed information from clients to create a formal customer record.
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