What Is Plaid Integration?
Plaid connects with thousands of banks and payment platforms, securely pulling in real-time transaction data. Our integration allows Conrep users to automatically match incoming payments to the invoices raised, making reconciliation easier, faster, and more accurate.
Automated Payment Tracking
- Sync transactions from connected bank accounts and payment gateways (ACH, Wire, PayPal, etc.)
- Real-time updates ensure your payment records are always current
- No need to manually enter or import bank data
Invoice-to-Payment Matching
- Automatically map bank payments to existing Conrep invoices
- Intelligent matching algorithms minimize human intervention
- Supports partial payments, split payments, and multi-invoice transactions
Job Requirement Matching & Resume Submissions
- Define Match candidates from the hotlist to active job requirements
- Submit resumes to clients directly through Conrep
- Track submission status, feedback, and interview outcomes
Candidate Sourcing from Job Portals
- Import profiles from external job portals and databases
- Build a pipeline of potential candidates who can be trained and marketed
- Centralized candidate profiles with resume history and status updates
Technical Training & Skill Development
- Source candidates who can be upskilled to meet current market demands
- Tag and track training progress within the candidate profile
- Market newly trained candidates as project-ready talent
End-to-End Submission Tracking
- Track every candidate’s journey: submission → interview → placement
- Real-time dashboards for recruiters and sales to monitor pipeline
- Notifications and reminders for follow-ups, interviews, and client feedback
Interview Scheduling & Follow-up Management
- Schedule interviews directly from the platform
- Coordinate between candidates, sales, and client stakeholders
- Maintain interview history and outcomes
Placement & Billing Coordination
- Once placed, associate candidate with client/project details
- Define bill rates, pay rates, and margins for service fee tracking
- Send placement details to finance for invoicing
Ready to Automate Your Bookkeeping and Bank Reconciliation?
Connect your bank accounts with Conrep through Plaid to match payments and invoices instantly — no manual effort required.