The Finance Weekly

APRIL 28, 2024

QuickBooks Online works with many apps, like: Payment processing software E-commerce platforms Inventory management systems Customer relationship management (CRM) Project management tools Integrating QuickBooks can be done through APIs (Application Programming Interfaces), custom-built integrations, or middleware.

Payment APIs and Integration 130

Payment APIs and Integration CRM Automation Multi-Currency 130

The Fintech Times

JANUARY 30, 2025

Aviva will leverage AutoReks end-to-end platform to implement a fully audited, rules-driven reconciliation process, for complete transparency for CASS auditors and internal stakeholders. ThetaRay, a cognitive AI financial crime compliance company, has joined forces with IDB Bank , a New York-based private and commercial bank.

FinTech 64

FinTech Reconciliation Financial Crimes Audit 64

Nanonets

AUGUST 1, 2023

The era of automation has brought about a revolution in various industries, and the audit sector is no exception. The integration of Artificial Intelligence (AI), cloud-based data storage solutions, and data analytics tools is set to transform the audit industry, reshaping the way accountants and auditors carry out their tasks.

Audit 40

Audit Automation Risk Assessment Assessments 40

CB Insights

JANUARY 4, 2018

When artificial intelligence (AI) and its impact on jobs and the economy comes up, the conversation centers on blue collar jobs. such jobs at risk in the USA due to AI. But, the jobs of MBAs and their white-collar brethren will also be impacted dramatically by AI. Per The State of Automation Report , there are 4.6M

Automation 75

Automation AI Audit Consulting 75

Stax

FEBRUARY 19, 2025

Companies can integrate specialized features, such as: CRM and ERP systems to streamline customer and business management. AI-driven analytics for better decision-making. Upselling and cross-selling opportunities , such as integrating an AI-powered chatbot into a customer relationship management platform.

ISVS 88

ISVS Payment APIs and Integration API Best Practices 88

EBizCharge

APRIL 22, 2025

Salesforce, a popular customer relationship management (CRM) solution, allows businesses to manage customer data, sales, operations, and finances within a single, cloud-based system, eliminating the need for disconnected systems. What is Salesforce?

Payment APIs and Integration 52

Payment APIs and Integration Payment Gateways Gateways Payments 52

Stax

APRIL 3, 2025

Your sales team would also love it if your payment solution integrates with CRM tools like Hubspot, Zoho, and Salesforce to monitor customer transactions and customize outreach efforts. You can schedule monthly security audits and payment reports to identify fraud trends and optimize performance.

Payment Solutions 88

Payment Solutions Payment APIs and Integration Payment Gateways Gateways 88

Finovate

FEBRUARY 15, 2024

InvestGlass InvestGlass is the #1 Swiss sales automation solution for banks, which features digital onboarding, CRM, marketing, portfolio management, and integrates on-premise AI GPT with legacy regulations. Register today using this link and save 20%. It is a Swiss sovereign solution.

Due Diligence 59

Due Diligence Risk Assessment CRM AI 59

Stax

MARCH 18, 2025

You also have to manually reconcile payments with accounting, inventory, or customer relationship management (CRM) systems. Additionally, ensure the processor works well with other business tools like CRM, enterprise resource planning (ERP), and accounting software. The transactions are processed separately from other systems.

Process 88

Process Payment APIs and Integration Processors Online and Mobile Banking 88

Nanonets

APRIL 30, 2024

Particularly, extracting data from PDFs —an often cumbersome and error-prone task—has seen significant advancements with the emergence of Artificial Intelligence (AI). How AI-based PDF data extraction addresses these challenges Utilizing AI to extract data from PDFs offers a promising solution to these challenges.

AI 52

AI Due Diligence Automation Use Case 52

Nanonets

NOVEMBER 14, 2024

OpenText AI, ML Cloud, On-premise Enterprise, custom quote Enterprise, compliance Flexible deployment, OpenText ecosystem 4.4 Rossum Cognitive AI Cloud Enterprise, custom quote Mid-market to Enterprise Template-free approach, faster implementation 4.4 AI-powered classification and data extraction with continuous learning 3.

Process 52

Process Automation Volume Verification 52

FICO

JUNE 5, 2017

The tech industry is full of predictions, but in this one, I have high confidence: The future is unstructured –– because unstructured data holds the key to the next generation of intelligent systems, which will be largely based on cognitive analytics and artificial intelligence (AI)-based applications. How do I know?

XML 108

XML Origination Regulatory Compliance CRM 108

Nanonets

APRIL 16, 2023

Looking for an AI based AP Automation solution? Verify bank accounts Automate approvals Instant vendor notifications Check against blacklists OCR and Machine Learning AI & OCR Technology in AP Automation At the start of the invoice management cycle, documents must be scanned so the data can be captured and entered into the system.

Automation 52

Automation AI Accounts Reconciliation 52

Nanonets

JULY 4, 2023

Artificial Intelligence (AI): the ability of machines that can make human-like decisions by emulating the logical thinking process of humans.Machine Learning (ML), a subsect of AI, involves algorithms that teach the machine to learn from tasks without the need for human intervention. What is Hyperautomation?

Payment APIs and Integration 96

Payment APIs and Integration Automation AI Process 96

Fintech Review

MAY 4, 2025

The best SaaS fintech software for KYC and AML helps companies automate checks, improve onboarding conversion, and stay audit-ready. Onfido Offers AI-powered document verification, facial biometrics, and database screening through easy-to-integrate APIs. Here are the top platforms driving innovation in this critical space: 27.

Payment APIs and Integration 76

Payment APIs and Integration FinTech Multi-Currency Embedded Finance 76

FloQast

MAY 13, 2024

9 Evolving Trends in Accounting The accounting industry is changing rapidly, influenced by technology like automation and artificial intelligence (AI), new regulatory demands, and evolving client and employee expectations. Despite this shift, consultants foresee AI enhancing how these professionals work rather than eliminating jobs.

Accounts 52

Accounts Technology Cybersecurity Audit 52

Nanonets

AUGUST 31, 2023

The answer lies in the explosive growth of Artificial Intelligence (AI), Natural Language Processing (NLP), and Machine Learning (ML). Improved customer experience With chatbots and AI-powered virtual assistants handling routine queries, customers get instant responses at any time of the day.

Automation 52

Automation CRM Compliance Process 52

Nanonets

DECEMBER 11, 2023

However, with advancements in AI and workflow automation, manual tasks associated with lead scoring can be automated completely. Predictive scoring can - use AI on the data around your existing customers and your accepted & rejected leads, to give a lead score. The CRM scores the lead based on predefined firmographic criteria.

CRM 52

CRM Automation AI Authorization 52

Nanonets

JUNE 28, 2023

It is best known for its Customer Relationship Management (CRM) solution that empowers businesses to manage all interactions with clients more effectively and efficiently. The CRM platform is highly customizable and allows users to automate sales, marketing, customer service, analytics, and application development.

CRM 52

CRM Automation Process Fed 52

Nanonets

APRIL 23, 2024

It offers a unified platform for enterprise resource planning (ERP), customer relationship management (CRM), e-commerce, inventory, and fulfillment management to simplify operations, enhance data visibility, and scale efficiently.   Oracle NetSuite: At a Glance Oracle's NetSuite is more than just a business accounting solution.

Payment APIs and Integration 52

Payment APIs and Integration CRM Cross-Border Payments Payroll 52

Nanonets

DECEMBER 12, 2023

Predictive scoring can -  use AI on the data around your existing customers and your accepted & rejected leads, to give a lead score. Automate lead prioritization with our AI-driven workflows, designed by Nanonets for you and your teams. The CRM then scores the lead based on BANT, using rules on this extra info.

CRM 52

CRM Automation AI Authorization 52

Nanonets

APRIL 29, 2024

Balance sheet reconciliation software offers built-in compliance checks and audit trails, ensuring adherence to regulatory requirements and mitigating the risk of non-compliance penalties. Here's why: Advanced Automation : Nanonets harnesses the power of AI and machine learning to automate the reconciliation process efficiently.

Reconciliation 52

Reconciliation Payment APIs and Integration Audit Regulatory Compliance 52

Nanonets

APRIL 14, 2024

With AI-driven accounting capabilities, HR modules, payroll features, and a wide range of integrations, Sage Intacct supports businesses' needs today while helping them prepare for the future. This ensures businesses remain compliant with tax regulations and reduces the risk of errors or audits.

Payroll 52

Payroll Automation CRM AI 52

Nanonets

SEPTEMBER 12, 2023

How Nanonets' AI-powered OCR enhances data capture accuracy However, the existing manual process meant the team spent valuable hours manually extracting, categorizing, and processing invoices. By combining OCR and AI capabilities, Nanonets could read, classify, and extract data from invoices. That's not all.

Automation 52

Automation Process Audit Compliance 52

Nanonets

JULY 18, 2023

We'll also explore how these intelligent automation tools empower finance teams with smart AI, seamless integration, and user-friendly functionalities to revolutionize their AP workflow and drive transformative results. This provides transparency and compliance with internal controls and external audit requirements.

Automation 52

Automation Reconciliation Audit Correspondent 52

Nanonets

MAY 10, 2023

Hubspot HubSpot is essentially a CRM program that provides resources for creating workflows and automated marketing campaigns. Nanonets is an AI-based intelligent automation platform that automates manual processes using rule-based sequential workflows. Sales: Workflow management is another feature of popular (CRM) software.

Automation 98

Automation Rules Procedures Process 98

Nanonets

OCTOBER 16, 2024

Intelligent Data Extraction refers to the automated process of identifying, extracting, and processing relevant information from various document types using advanced technologies such as artificial intelligence (AI), machine learning (ML), and natural language processing (NLP). Integration with existing systems (ERP, CRM, etc.)

Automation 52

Automation Compliance Process Legal 52

Nanonets

DECEMBER 12, 2023

Implementing BANT in Your Sales Process Integrate BANT in CRM : Add BANT fields in your Customer Relationship Management (CRM) system to track and evaluate leads efficiently. Regular Review and Update : Ensure that your team regularly updates the BANT information in the CRM as they progress through conversations with leads.

CRM 52

CRM Automation Authorization AI 52

Nanonets

DECEMBER 12, 2023

Implementing BANT in Your Sales Process Integrate BANT in CRM : Add BANT fields in your Customer Relationship Management (CRM) system to track and evaluate leads efficiently. Regular Review and Update : Ensure that your team regularly updates the BANT information in the CRM as they progress through conversations with leads.

Automation 52

Automation CRM AI Authorization 52

Nanonets

NOVEMBER 14, 2023

Classification : Leveraging full-text optical character recognition (OCR), artificial intelligence (AI), machine learning, and other advanced technologies, the solution automatically identifies and digitally sorts diverse document types (e.g., Real-time risk identification and enhanced compliance in auditing and tax-related processes.

Automation 52

Automation Facilitators Audit Legal 52

Nanonets

JULY 21, 2023

In addition to accelerating the reconciliation process, reconciliation software also enables an audit trail, significantly improving transparency and accountability. Once approved, the reconciled data is securely stored in a centralized database, ensuring an auditable trail.

Reconciliation 52

Reconciliation Payment APIs and Integration Automation Online and Mobile Banking 52

Nanonets

DECEMBER 15, 2023

For instance, when selling a CRM system to a large corporation, a sales representative would use BANT to ensure that the lead has the budget for such a system, the authority to decide on the purchase, a clear need for the product, and a defined timeline for implementation. Salesperson creates a new record in Hubspot CRM.

Automation 52

Automation AI CRM Authorization 52

Nanonets

APRIL 15, 2024

Auditing Challenges: Manual reconciliation can pose challenges during audits or financial reviews. Auditors may have difficulty verifying the accuracy and completeness of manual reconciliations, potentially leading to audit findings or discrepancies.

Reconciliation 52

Reconciliation Adjustments Checks Correspondent 52

Nanonets

MARCH 20, 2023

AI-enabled accounts payable software like Nanonets can extract accounts payable data from various sources and convert them into structured digital information that can be further processed or fed into ERPs or databases. Many AP software, however comprehensive, require that the data be available in recognizable digital formats.

Accounts 52

Accounts Payment APIs and Integration Multi-Currency Automation 52

Nanonets

DECEMBER 4, 2023

It harnesses AI, OCR, and automated workflows to handle orders accurately and efficiently. AI and ML analyze this data to recognize patterns, learn from previous actions, and make intelligent choices like directing orders to the right approver or identifying potential fraud. Push Manual input into ERP or CRM systems.

Automation 52

Automation Process Payment APIs and Integration Returns 52

Nanonets

FEBRUARY 26, 2024

Automate manual data entry using Nanonet's AI-based OCR software. Nanonets Nanonets is an AI-based OCR software that automates data capture for intelligent document processing of invoices, receipts, ID cards, and more. Audit Ready: Nanonets maintains a secure log of all activities for audit requirements.

Accounts 52

Accounts Payment APIs and Integration Automation Multi-Currency 52

Nanonets

JANUARY 17, 2024

Now, you might be thinking, "We've got this covered with our trusty spreadsheets and quarterly audits." In the last decade, the advent of AI and cloud computing has revolutionized this field. Maintaining a thorough and easily accessible audit trail is essential for compliance and transparency.

Payment APIs and Integration 52

Payment APIs and Integration Compliance Automation Audit 52