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

The Fintech Times

JANUARY 30, 2025

More partnerships DOO Clearing, the UK-based foreign exchange broker and liquidity provider as part of the global DOO Group, has chosen next-generation reconciliation software specialists, Aurum Solutions , to automate its reconciliations. Most recently he served as customer service manager at Trading Technologies.

FinTech 64

FinTech Reconciliation Financial Crimes Audit 64

Stax

MARCH 18, 2025

Payment processing systems help merchants accept various types of payments, such as credit and debit cards, automated clearing house (ACH) , electronic funds transfers (EFTs), digital wallets, mobile payments, and even cryptocurrencies. One major advantage is that they automate billing and invoicing.

Process 88

Process Payment APIs and Integration Processors Online and Mobile Banking 88

Nanonets

APRIL 24, 2024

Audit Bank Reconciliation Guide  Both internal and external accounting audits are essential parts of financial management as well as organizational risk management. A bank reconciliation audit is one such process that helps in identifying financial gaps or discrepancies. Looking out for a Reconciliation Software?

Reconciliation 52

Reconciliation Audit Procedures Correspondent 52

Fintech Review

MAY 4, 2025

Modern SaaS fintech software for billing and revenue management automates processes, ensures compliance, and accelerates growth. Recurly Helps businesses automate subscription billing, optimise revenue recovery, and manage churn with flexible billing cycles. Here are the leading tools powering financial operations: 17.

Payment APIs and Integration 76

Payment APIs and Integration FinTech Multi-Currency Embedded Finance 76

Open Banking Excellence

AUGUST 23, 2023

Then, in 2016 we introduced Einstein, which was the first comprehensive AI for customer relationship management (CRM). In the future, AI models could be trained on regulations such as the Consumer Duty to drive automated compliance programs and audit an organisation well in advance of new rules coming into force.

AI 130

AI Risk Online and Mobile Banking CRM 130

Nanonets

AUGUST 31, 2023

Contact center automation tools can enable your team to swiftly tackle mundane tasks that often consume their time. This is where contact center automation comes into play. By automating repetitive tasks, your team can concentrate more on problem-solving and enhancing customer experience. What is contact center automation?

Automation 52

Automation CRM Compliance Process 52

CB Insights

JANUARY 4, 2018

Per The State of Automation Report , there are 4.6M A growing wave of AI-infused Expert Automation & Augmentation Software (EAAS, pronounced /?z/) STATE OF AUTOMATION REPORT. Download a deep dive on AI, robotics, and the fear of job displacement from automation. such jobs at risk in the USA due to AI. What is EAAS?

Automation 75

Automation AI Audit Consulting 75

FloQast

JANUARY 22, 2024

Companies that automate their financial statement preparation processes often benefit from improved accuracy, near real-time data, and increased efficiency. Fact: Companies that automate part of their financial statement preparation process reduce time-to-Close by 33% or more. What Financial Reporting Functions Can You Automate?

Automation 52

Automation Reconciliation Audit Accounts 52

Nanonets

JULY 18, 2023

Fortunately, cutting-edge advancements in automation technology have revolutionized the accounts payable landscape, offering businesses an opportunity to streamline their workflows and achieve unprecedented levels of efficiency. Photo by Carlos Muza / Unsplash What is NetSuite Automation? What is Oracle NetSuite?

Automation 52

Automation Reconciliation Audit Correspondent 52

The Fintech Times

JUNE 7, 2024

The copilot plug-in is system-agnostic, acting as one central copilot that can be used on top of all web-based enterprise applications, pulling data from any system including Customer Relationship Management (CRM) systems, case management systems, third-party vendors, and Excel documents.

Financial Crimes 64

Financial Crimes Crime AI Third Party Vendors 64

Nanonets

NOVEMBER 14, 2024

Hyperscience ML, Automation Cloud Enterprise, custom quote Enterprise, back-office Higher automation rates, built-in QA 4.6 SS&C Blue Prism RPA, IDP Cloud, On-premise Enterprise, custom quote Enterprise, automation End-to-end process automation, legacy integration 4.5 Automated metadata tagging and document routing 5.

Process 52

Process Automation Volume Verification 52

Nanonets

APRIL 16, 2023

Source: esker The introduction of intelligent automation into the accounts payable process minimizes the risk of manual intervention, accelerates operations, and helps maintain compliance. So, what exactly is AP automation ? Looking for an AI based AP Automation solution? How Does AP Automation Work?

Automation 52

Automation AI Accounts Reconciliation 52

Trade Credit & Liquidity Management

MAY 8, 2025

St" vs "Street") can disrupt reporting, segmentation, and synchronization with billing or CRM tools. Audit and tax readiness: Having tax-exempt certificates, legal names, and transaction records tied to the correct entity keeps the business in compliance and reduces audit prep work. A Final Thought.

Finance 72

Finance Duplicate CRM Audit 72

Nanonets

DECEMBER 4, 2023

Automated order processing is the solution. It harnesses AI, OCR, and automated workflows to handle orders accurately and efficiently. By automating, you ensure real-time updates and error-free transactions, meeting today's demand for immediate and reliable service. What is automated order processing?

Automation 52

Automation Process Payment APIs and Integration Returns 52

Nanonets

SEPTEMBER 12, 2023

  In sharp contrast, automated invoice processing could reduce the cost to $1.42 In addition to cost reductions, automation can help mitigate fraud risks and provide increased visibility into cash flow trends.  This automation can improve the speed and accuracy of invoice processing and simplify compliance.

Automation 52

Automation Process Audit Compliance 52

The Finance Weekly

AUGUST 7, 2024

Datarails At its core, Datarails is a comprehensive FP&A tool that seamlessly integrates with over 200 software integrations, including any ERP or CRM system. It allows finance teams to continue leveraging their familiar Excel models while taking advantage of modern automation and AI capabilities.

AI 130

AI Automation Finance Audit 130

Nanonets

JUNE 7, 2023

Looking to automate manual processes? Create custom workflows to automate manual processes in 15 minutes. And the solution to this problem is Enterprise Automation, which allows companies to control processes and makes managing multiple business areas easier. You might be thinking what is enterprise automation?

Automation 52

Automation Process Checks Product 52

Stax

FEBRUARY 19, 2025

Companies can integrate specialized features, such as: CRM and ERP systems to streamline customer and business management. A prime example is an accounting software company partnering with a tax compliance ISV to offer automated tax calculations, attracting businesses seeking regulatory compliance. How does an ISV integration work?

ISVS 88

ISVS Payment APIs and Integration API Best Practices 88

FICO

JUNE 5, 2017

Here are several important benefits: Discovery through machine learning: Text in email messages, call center logs, CRM applications and collection agent notes is readily understood by people, but it’s meaningless to traditional predictive models. It’s easily deployed into rules-driven decision processes and operational workflows.

XML 108

XML Origination Regulatory Compliance CRM 108

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. A look at the companies demoing at FinovateEurope in London on February 27. Register today using this link and save 20%.

Due Diligence 59

Due Diligence Risk Assessment CRM AI 59

Nanonets

JANUARY 16, 2024

Spoiler alert: They probably have, and it's called workflow automation software. Workflow automation is like having a personal assistant who never sleeps, never forgets, and never makes a mistake.    This guide will delve into the top 5 workflow automation software, explore their features and their pricing strategies.

Automation 52

Automation Payment APIs and Integration Process CRM 52

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. Hyperautomation is made of three components – automation, orchestration and optimization. RPA, for example, is an automation system.

Payment APIs and Integration 96

Payment APIs and Integration Automation AI Process 96

EBizCharge

MAY 14, 2024

Automated billing transforms how businesses handle their finances, offering a seamless and error-free approach to invoicing and payments. With its foundations in digital efficiency, automated billing could be the financial game-changer your company needs. What is automated billing? How does automated billing work?

Automation 52

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

Nanonets

MAY 30, 2024

For decades, Salesforce has been a leading customer relationship management (CRM) tool.   Audit and Compliance Features: In the accounting world, ensuring GAAP compliance and detailed audit features are non-negotiable. As a CRM tool primarily, Salesforce does not provide that support. 

CRM 40

CRM Accounts Payment APIs and Integration Audit 40

Stax

APRIL 10, 2025

You also need a payment services provider that supports your chosen payment methods, but that providers platform must integrate seamlessly with your existing CRM, ERP, payroll, CMS, and accounting software systems. Automated payments mean less manual work for you and your customers.

Small Business 88

Small Business Wire Transfer BNPL ACH 88

M2P Fintech

JANUARY 31, 2024

C ustomer Relationship Management (CRM) Module Whenever a user opens a banking app, the CRM module greets the m by name and provides personalized recommendations. Beyond just storing data , the CRM module enriches and customizes user interactions. The process exemplifies the essence of effective customer relationship management.

Fraud Detection 59

Fraud Detection CRM Regulatory Compliance Compliance 59

Nanonets

JUNE 15, 2023

The advantages of efficient document workflows are numerous: Improved Productivity : Automating repetitive tasks allows employees to focus on more critical, strategic tasks. Increased Accuracy : Automated processes reduce human error, ensuring the accuracy of documents. decided to automate its accounts payable process.

Automation 40

Automation Payment APIs and Integration Audit Process 40

EBizCharge

SEPTEMBER 6, 2024

Integrated accounting systems typically interact with other business modules like customer relationship management (CRM), inventory management, and enterprise resource planning (ERP), ensuring that financial transactions are automatically reflected across all relevant business areas.

Accounts 52

Accounts CRM Automation Audit 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. Also, look for a system with automated chargeback management and dispute resolution to minimize revenue loss.

Payment Solutions 88

Payment Solutions Payment APIs and Integration Payment Gateways Gateways 88

Stax

FEBRUARY 28, 2024

Automated SaaS billing and subscription management work hand-in-hand to streamline business operations. Its smart automation keeps customers informed at every step. These are only a glimpse of what automated SaaS billing software brings to the table for a subscription-based business model. Reduced potential errors.

Payment APIs and Integration 88

Payment APIs and Integration Automation PCI DSS Fraud Prevention 88

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

AUGUST 23, 2023

AI in document processing refers to the use of Machine Learning (ML), Natural Language Processing (NLP), and Optical Character Recognition (OCR) technologies to automate data extraction, categorization, and validation from documents. It could be exporting the data to your ERP or CRM system or updating your databases.

Process 97

Process AI Payment APIs and Integration Compliance 97

Stax

JULY 25, 2024

Automates stock audits, forecasts low-stock items, and deducts sold items from inventory. Customer Relationship Management (CRM) Saves customer contact details, preferences, and purchase history. Customer relationship management (CRM) – Most POS systems today have built-in CRM features.

Small Business 88

Small Business PCI DSS CRM Online and Mobile Banking 88

Nanonets

APRIL 23, 2024

Fortunately, accounting software can automate many of the tasks related to financial management.  These software solutions can save you time and money by automating many bookkeeping tasks. Quickbooks has a slight edge in analyzing with Tags and dimensions, while NetSuite is better at Journal entries and Audit Trials.

Payment APIs and Integration 52

Payment APIs and Integration CRM Cross-Border Payments Payroll 52

Stax

NOVEMBER 21, 2024

Regular security audits : periodic tests that involve paying white hat hackers to conduct controlled attacks on a provider’s digital architecture can help the company spot vulnerabilities before they are exploited by fraudulent actors. We recommend surcharging for food and drink, transportation, and eCommerce businesses.

Credit Cards 88

Credit Cards Small Business Process Credit Card Payment Processing 88

Stax

JANUARY 29, 2024

Stax Bill simplifies invoice and subscription billing management by automating manual financial processes. Additionally, the platform automates the dunning process to reduce customer churn and revenue leakage. These platforms ensure accurate billing cycles, efficient invoicing, and customer subscription handling. Stax Bill has 4.2

Payment APIs and Integration 88

Payment APIs and Integration Payment Gateways Gateways Automation 88