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.
Request approval to purchase goods or services before creating a purchase order.
Allow users to request product demos or free trials, signaling strong buying intent.
Apply for credit terms with vendors or financial institutions.
Report unusable stock and remove it from inventory.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.