Integrations · Accounting & Finance

AgentWorks agents connect to Plaid and automate accounting and finance operations.

A service that connects apps to bank accounts. AgentWorks builds the agent around how your business uses it, and the agent records its work in your CRM so nothing it does is invisible. Get your assessment to see how it works in your business.

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What the agent does in Plaid

  • Your cash agent reads balances and transactions from linked accounts each morning.
  • It flags payments that did not arrive when the client said they would.
  • It records the daily cash position where the owner will see it.

Where the work is recorded

An agent that cannot record what it did is a chatbot. Every agent writes what was billed, paid, chased and flagged, on the client record, in the EngageSuite360 CRM your team already sees, so a person can pick up exactly where the agent left off.

Industries that run Plaid with agents

AccountingConstructionProperty ManagementConsultingLogisticsHealthcare

Other Accounting & Finance integrations

QuickBooks

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Xero

Cloud accounting software for small businesses and their advisors.

FreshBooks

Invoicing and accounting software for service businesses.

Stripe

Online payments and subscription billing.

Square

Point-of-sale and payments for storefronts and service businesses.