Remove Automation Remove Client Management Remove Reconciliation
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What Is an ACH API and How Does It Work?

Stax

TL;DR An ACH API allows businesses to automate bank-to-bank payments—like ACH debits, credits, and recurring payments—by integrating directly with the ACH network via software. ACH (Automated Clearing House) transactions are electronic money transfers from one bank to another processed through the ACH network.

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JPMorgan To Issue Virtual Cards In Coupa Pay

PYMNTS

The Coupa Pay solution also includes automated reconciliation with the initial purchase order, the companies noted in the press release. The card number is automatically generated once the PO is approved, with payment only made for the designated supplier and amount.

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Veem Links Xero Users To X-Border Payments

PYMNTS

The companies also noted their integration enhances automation of data entry and management for more reliable reconciliation. Xero, meanwhile, recently launched a partnership with subscription management platform Recurly to help joint business clients manage billing and invoice data from within the Xero platform.

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The top 15 spend management software in 2023

Nanonets

Spend management solutions or expense management software are powerful tools that provide businesses with a centralized platform, typically cloud-based, to integrate and streamline various aspects of their spending processes. Automated expense recognition and classification, reducing manual data entry and GL coding efforts.

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What is Accounts Receivable Management?

EBizCharge

Accounts receivable management plays a pivotal role in businesses’ financial health and operational efficiency across industries. As businesses extend credit to clients, managing accounts receivable becomes essential for maintaining liquidity, ensuring timely payments, and fostering healthy cash flow.

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The Complete Guide to SaaS Upselling: How to Increase Revenue from New and Existing Customers

Stax

Delivering upgrade prompts through in-app messaging, email automation, and customer success outreach makes the upsell process feel personalized and value-driven. For example, a team on a basic plan might be prompted to unlock advanced features such as automated workflows, premium analytics, or dedicated support.

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What Are Embedded Payments?

EBizCharge

Embedded payments often automate several aspects of financial management, such as invoicing, billing, and reconciliation, thereby reducing manual interventions and errors. Operational efficiency By embedding payment processing into existing operations, businesses can improve operational efficiency.