Plaid Direct for salesforce
Plaid Direct provides clean, context-rich bank transaction data you can use. View bank and credit card statement details right within Salesforce.
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built by people who know equipment finance
key features
- validate routing & ACH
- bank transactional details into salesforce
- formatted "asset report" for analysis
- integrated with Stripe for payment processing
business benefits
- confirm income and spending
- validate bank info real-time
- integrate payments
salesforce appExchange
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Plaid Direct for salesforce was developed in partnership with:
