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 prospects to formally request pricing or proposals for services/products.
Initiate the purchase process based on a finalized quote or customer intent.
Request and approve business travel, including estimated costs and itinerary.
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