EBizCharge

MARCH 3, 2025

With increasing reliance on online transactions, understanding how to streamline payment solutions has never been more essential. Thankfully, leading integrated enterprise resource planning (ERP) systems like Acumatica cater to diverse business needs by integrating robust credit card processing tools into its platform.

Credit Cards 52

Credit Cards Process Payment Gateways Payment APIs and Integration 52

PYMNTS

SEPTEMBER 13, 2020

Lloyds will now integrate its asset finance application programming interface (API) into the FinTech software company's asset finance customer relationship management (CRM) platform, which will give brokers using the CRM the option to submit finance proposals directly to the bank with a new level of speed, the report stated.

CRM 117

CRM API Finance Automation 117

Exact Payments

JANUARY 14, 2024

Whether you run a SaaS business, platform or marketplace, all online businesses need a secure and convenient way to accept and process payments. Payment monetization is a form of embedded finance and a method software providers and independent sales vendors are increasingly turning to in order to sustain scalable growth.

Payment APIs and Integration 52

Payment APIs and Integration Payments CRM Embedded Finance 52

Exact Payments

JANUARY 14, 2024

Whether you run a SaaS business, platform or marketplace, all online businesses need a secure and convenient way to accept and process payments. Payment monetization is a form of embedded finance and a method software providers and independent sales vendors are increasingly turning to in order to sustain scalable growth.

Payment APIs and Integration 52

Payment APIs and Integration Payments CRM Embedded Finance 52

Stax

FEBRUARY 26, 2024

We can see this trend in action in the realm of payment processing with the advent of recurring payments, also known as automatic payments. So, let’s dive into the realm of recurring payments and how they can benefit your business. Learn More What are Recurring Billing and Payments? How Do Recurring Payments Work?

Best Practices 88

Best Practices Payment APIs and Integration Payment Gateways Payments 88

PYMNTS

FEBRUARY 22, 2018

Without a doubt, small businesses (SMBs) have more choice than ever before when adopting new technologies, and many of those new tools, from accounting to customer relationship management (CRM), are streaming in as Software-as-a-Service (SaaS). APIs Add to the Exhaustion. This includes addressing SaaS in a step-by-step manner.

API 54

API Small Business CRM B2B 54

Nanonets

OCTOBER 1, 2024

Manually creating sales orders can be tedious - the NetSuite UI is not very straightforward, and there are further complexities that are present only in the API and not on the NetSuite UI application. However, the complexity of the NetSuite API can be difficult to deal with. a cash sale).

API 52

API Payment APIs and Integration VARS Authentication 52

Stax

FEBRUARY 28, 2024

But if you’re a B2B solution, there’s a high likelihood that businesses will be interested in being able to accept customer payments, rather than just sending them a PayPal link or to a generic payment gateway. How do you add payment processing capabilities to your software? By partnering with a trusted SaaS billing platform.

Payment APIs and Integration 88

Payment APIs and Integration Automation PCI DSS Best Practices 88

Nanonets

APRIL 24, 2024

In this blog, we will discuss how Xero integrations and Xero Apps in Xero Marketplace extend the capabilities and allow Xero to interact with your existing software.   With Xero integrations and Xero apps found on the Xero Marketplace, the core platform transforms into a powerhouse resource. What are Xero Integrations? 

Payment APIs and Integration 52

Payment APIs and Integration CRM Automation Accounts 52

Nanonets

MAY 8, 2024

NetSuite, one of the premier cloud-based ERPs on the market today, has a long list of integrations and applications that can be used in congruence with the platform itself, making its business impact even more profound. With the NetSuite API integration with Nanonets, now you can.

Payment APIs and Integration 52

Payment APIs and Integration Automation CRM API 52

PYMNTS

FEBRUARY 13, 2019

One of the most attractive characteristics of the enterprise app space is that out-of-the-box solutions can save on research and development costs, with companies rolling out enhanced onboarding and integration capabilities to limit disruption. The solution existed in how to integrate time-recorded data to individual project data.

Finance 75

Finance Financial Literacy Accounts API 75

Stax

MAY 30, 2024

Integrating an all-in-one payment processing solution could help FSM software providers beat their competitors. Telecommunication and internet service providers – Telecom companies have field technicians who regularly inspect their infrastructure, install and repair hardware, and address customer issues.

Payment APIs and Integration 88

Payment APIs and Integration CRM Product Process 88

Stax

MARCH 18, 2025

Join the payments-led growth movement Sign up to keep up-to-date with the latest trends in payments, vertical SaaS, and technology from industry experts. An additional revenue stream to include in your SaaS operations model includes payment monetization by implementing a payments ecosystem within your software.

Payment APIs and Integration 117

Payment APIs and Integration Product On-Demand CRM 117

Stax

MARCH 15, 2025

As a result, SaaS businesses need to become more innovative in how their platform features and product offerings address their user’s unique operations and set of business needs. Enter payment monetization. But how exactly should a SaaS company monetize payments? What is Payment Monetization?

Enrollments 88

Enrollments Payment APIs and Integration Payments Online and Mobile Banking 88

EBizCharge

MAY 20, 2024

The NetSuite platform provides a suite of tools for accounting, inventory management, supply chain operations, and customer relationship management (CRM), promoting scalability and allowing for the integration of various functions into a single, unified system. What kinds of tools and features does NetSuite offer?

Process 52

Process PCI DSS Processors Payment APIs and Integration 52

Nanonets

DECEMBER 17, 2023

Understanding this, our objective in this blog is to provide a comprehensive guide on leveraging WhatsApp for sending messages via it's API. We will learn how to send messages using Whatsapp API in python. Moreover, we'll explore the integration of these messaging capabilities with workflow automation.

API 52

API Payment APIs and Integration Automation Authorization 52

M2P Fintech

JANUARY 3, 2024

Challenges in CBS Implementation While modern core banking marked the dawn of a new era in banking excellence, the implementation and integration processes come with their own set of challenges (discussed below). Addressing these concerns requires investment in the right technology and resources.

Payment APIs and Integration 59

Payment APIs and Integration CRM Online and Mobile Banking Regulatory Compliance 59

EBizCharge

JUNE 3, 2024

In the fast-paced world of modern commerce, efficient payment processing is essential for successful transactions. Epicor, a global provider of industry-specific business software, carries an arsenal of tools and features to enhance productivity and profitability by integrating all facets of a business into one easy-to-use platform.

Process 52

Process Payment APIs and Integration Payments Disputes 52

Stax

JANUARY 29, 2024

In today’s fast-paced business landscape, efficient and seamless payment processing is paramount to your bottom line. However, staying focused on the big picture can be challenging if your business is bogged down by repetitive payments and intricate billing procedures—both common hurdles for a billing system with inadequate functionality.

Payment APIs and Integration 88

Payment APIs and Integration Payment Gateways Gateways Automation 88

Nanonets

MAY 20, 2024

You can now automate data extraction, integration, and analysis, enabling your team to focus on high-value activities and deliver meaningful results faster. A data workflow is a structured process for combining data from various sources and formats into an integrated data set.

Automation 59

Automation Payment APIs and Integration CRM Duplicate 59

Nanonets

JULY 4, 2023

It is slated to be the next driver of the digital revolution in the business domain and aims to integrate all automated activities under one common platform that is unique to an organization. Intelligent business process management suites, integration platforms as a service (iPaaS), and information engines. What is Hyperautomation?

Payment APIs and Integration 96

Payment APIs and Integration Automation AI Process 96

Stax

APRIL 18, 2024

Examples of popular SaaS apps include Shopify, an eCommerce platform, Dropbox, a cloud storage service, and Stax Bill, an automated payment processing system. These could include platform providers, hardware manufacturers, technology partners, channel partners, and system integrators. Consider Stax’s partner program.

ISVS 88

ISVS Payment APIs and Integration End User On-Demand 88

Nanonets

DECEMBER 17, 2023

SendGrid provides features like email templates, analytics, and scalability, enhancing the ease with which businesses can integrate email functionality into their applications and communication strategies.   SendGrid's API and SMTP service streamline the automation of transactional emails, capitalizing on their high open rates.

Automation 52

Automation Payment APIs and Integration API Authentication 52

PYMNTS

OCTOBER 4, 2017

For banks and providers of CRM technology alike, hidden defectors are causing a shift in the conversation about how banks should attract and hold onto their clientele. Banks’ CRM tools must have a holistic view of the customer, he added, and that tool must be accessible from any touchpoint in the FI.

CRM 40

CRM AI API Social Security 40

Nanonets

NOVEMBER 14, 2023

Imagine having a top-tier Sales CRM software that acts like a digital maestro, orchestrating every step of your sales process with precision and ease. So buckle up as we journey through a curated selection of management CRM software designed to sharpen your competitive edge. That's what we're diving into today.

CRM 52

CRM Payment APIs and Integration Automation Facilitators 52

Nanonets

AUGUST 23, 2023

In a 2018 survey, it was revealed that treasury teams at US and European brands spend nearly 4,812 hours every year on spreadsheets for managing cash, payments, and accounting tasks. It could be exporting the data to your ERP or CRM system or updating your databases. How does AI document processing address common workflow challenges?

Process 97

Process AI Payment APIs and Integration Compliance 97

The Fintech Times

AUGUST 15, 2024

In this week’s Behind the Idea , Chris Little, chief revenue officer at finova, discusses the company’s approach to addressing industry challenges and the technological advancements shaping the future of mortgage services. One company at the centre of this shift is finova, a provider of mortgage origination software.

Origination 59

Origination Payment APIs and Integration Addressing CRM 59

M2P Fintech

DECEMBER 17, 2024

It encompasses various functionalities, including payment setup, transaction management, settlement & payout management, and customer support integration, all aimed at improving operational efficiency. Self-service capabilities enable merchants to update information, manage payment options, and resolve disputes independently.

Fraud Detection 52

Fraud Detection PCI DSS Disputes Risk Assessment 52

PYMNTS

JULY 11, 2016

Participants could use Visa’s APIs to create a payment solution, leverage social media channels to engage people at Visa-sponsored events or persuade Visa cardholders to go cardless. can continue to work with the entire ecosystem to address payments, transactions, and how the checkout happens across conversational interfaces.

Payment APIs and Integration 45

Payment APIs and Integration API Blocks Consumer 45

Nanonets

JUNE 6, 2024

Salesforce is a leading customer relationship management (CRM) platform empowering businesses to connect with customers in innovative ways. Automation within Salesforce addresses these challenges by streamlining workflows, reducing manual interventions, and enhancing overall operational efficiency.

Automation 52

Automation Payment APIs and Integration Rules Process 52

Nanonets

DECEMBER 11, 2023

Enables real-time data flow: Extracted and structured data from AI systems can connect directly to other platforms through APIs. For instance, customer order data from forms submitted on a website can automatically pre-populate the corresponding fields in CRMs, inventory management, and accounting systems.

AI 59

AI Payment APIs and Integration Automation Best Practices 59

PYMNTS

APRIL 20, 2018

In terms of mechanics, Cup of Data says its marketing science API integrates with firms’ CRM tools, with an eye on spotting what are known as “warm leads” – identified through a variety of data sources that help pinpoint behavioral signals that point to a propensity to buy.

B2B 40

B2B CRM API Addressing 40

M2P Fintech

FEBRUARY 25, 2025

It enables quick product configuration, seamless third-party integrations (credit bureaus, payment gateways), and ensures regulatory compliance. Eliminates Manual Errors Loan Management Software reduces the chances of human error in loan processing and payment calculations.

Payment APIs and Integration 52

Payment APIs and Integration Compliance Automation BNPL 52

Nanonets

DECEMBER 4, 2023

The system's automated workflows and integrations unite different platforms, allowing data to move effortlessly through each order processing stage. Typically, the process begins with an order being placed digitally and ends with the successful delivery and payment for the product or service.

Automation 52

Automation Process Payment APIs and Integration Returns 52

Nanonets

APRIL 30, 2024

This article also delves into the intricacies of using AI for PDF data extraction, exploring the challenges it addresses, the mechanisms of AI-based PDF parsers , and the overall benefits of AI to extract data from PDFs. This could include populating CRM systems, accounting software, or business intelligence tools.

AI 52

AI Due Diligence Automation Use Case 52

EBizCharge

MAY 14, 2024

Automated billing transforms how businesses handle their finances, offering a seamless and error-free approach to invoicing and payments. Automated billing is a process that enables businesses to handle their invoicing and payment collection with minimal manual intervention. What is automated billing? How does automated billing work?

Automation 52

Automation Payment APIs and Integration Best Practices Online and Mobile Banking 52

PYMNTS

FEBRUARY 5, 2018

The discussion around sharing financial data today is most often in reference to major industry happenings, like PSD2, Open Banking and the sudden influx of APIs in the financial services space. ” Increasingly, MSPs are tasked with handling more financial data as well, from sources like invoices and payments of their customers.

MSPS 43

MSPS Finance Payment APIs and Integration Small Business 43