Stax

JANUARY 21, 2025

Automated clearing house (ACH) and cryptocurrency support would be nice additions if relevant to your customer base. Also, check for seamless integration with your invoicing, accounting, and CRM tools, as well as any other software vital to your business. Can you reach them through multiple channels, like phone, live chat, email , etc?

Payment Gateways 88

Payment Gateways Gateways PCI DSS Payment APIs and Integration 88

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. On top of that, look for a payment provider that offers clear API documentation and integration support to reduce the time spent on configuration.

Payment Solutions 88

Payment Solutions Payment APIs and Integration Payment Gateways Gateways 88

EBizCharge

MARCH 7, 2025

Real-time insights from a unified source help businesses simplify automation and coordinate operations more efficiently. Automation: An integrated payment gateway automates accounts receivable tasks, decreasing manual entry and the likelihood of errors as well as freeing up valuable time for other crucial tasks.

Payment Gateways 52

Payment Gateways Gateways Payment APIs and Integration Payments 52

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

My Payment Savvy

JUNE 16, 2025

Beyond your website, consider how your gateway connects with: Accounting software for reconciliation Inventory management systems CRM platforms for customer insights Order fulfillment systems Marketing automation tools For businesses using multiple sales channels, finding gateways that support omnichannel commerce simplifies management.

Payment Gateways 52

Payment Gateways Gateways Online and Mobile Banking PCI DSS 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

The Fintech Times

APRIL 12, 2025

“At ServiceNow, we are committed to openness and delivering enterprise-wide, AI agent-driven automation solutions. These AI agents will pull customer data from multiple sources like CRM, procurement and logistics to provide a unified view and recommendations for quicker, more intelligent issue resolution.

AI 51

AI Interoperability Legal Consulting 51

EBizCharge

MAY 22, 2025

Invoicing is the process of sending specific documentation to customers that typically includes a detailed account of goods or services rendered, payment terms, and an exact payment amount owed. Automated tools can help address this issue by sending prompt statements to streamline invoicing procedures and enhance transaction management.

Process 52

Process Best Practices Reconciliation Automation 52

EBizCharge

JULY 16, 2025

If you’re using a customer relationship management (CRM), ensure it syncs cleanly with your NetSuite ERP billing setup. Automate wherever you can. NetSuite workflows and SuiteScript can help with automation. Integration strategies and best practices Start by connecting your core systems.

Payment APIs and Integration 52

Payment APIs and Integration Gateways Payment Gateways Credit Cards 52

Nanonets

NOVEMBER 11, 2024

Integrating NetSuite and Salesforce can be a game-changer for organizations, enabling seamless data flow between the two most common mid-market CRM and financial systems. Overview of Salesforce and NetSuite Use Cases Salesforce and NetSuite are the two leading CRM and ERP software solutions for the mid-market.

CRM 52

CRM API AI Automation 52

EBizCharge

JANUARY 16, 2025

As a standard part of your documentation, MCCs are often listed in sections related to transaction types or fee structures. Check your merchant agreement: Your merchant agreement contains detailed information about your payment processing arrangement, including the MCC.

Credit Cards 52

Credit Cards Processors PCI DSS Money Laundering 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

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.

FinTech 64

FinTech Reconciliation Financial Crimes Audit 64

EBizCharge

JULY 16, 2025

With a powerful set of native features tailored for recurring revenue models, NetSuite SaaS billing capabilities offer the kind of flexibility and automation that software businesses need to stay nimble, accurate, and scalable. Core Billing Features in NetSuite for SaaS At the heart of NetSuite SaaS billing capabilities is automation.

Payment APIs and Integration 52

Payment APIs and Integration Payment Gateways Processors Gateways 52

EBizCharge

MARCH 3, 2025

When integrated with a powerful payment processing solution, Acumatica provides a comprehensive suite of tools for accounting, finance, customer relationship management (CRM), inventory management, and project management. This feature automates payment collection, reducing the risk of late payments and improving cash flow consistency.

Credit Cards 52

Credit Cards Process Payment Gateways Payment APIs and Integration 52

Nanonets

NOVEMBER 7, 2024

is an Intelligent Document Processing (IDP) platform that harnesses the power of Large Language Models (LLMs) to extract data from any document with guaranteed accuracy.  Finding the right tool for document processing is like searching for the perfect key for your lock.  Why look for Super AI alternatives?

Process 52

Process AI Automation Volume 52

Fintech News

JUNE 26, 2025

Wealthtech Singapore Players For example, Phillip Securities, a well-respected name in the financial services industry, introduced in 2017 SMART Portfolio, a robo-advisory platform offering digital risk profiling and automated portfolio rebalancing.

Advisors 85

Advisors Online and Mobile Banking Money Laundering CRM 85

Nanonets

NOVEMBER 10, 2024

Parseur is an AI-powered document processing tool that extracts data from emails and PDFs automatically. It helps businesses convert unstructured documents into organized, usable data without manual entry. Mailparser Rule-based Yes Limited Emails Email automation 4.7 Mailparser Rule-based Yes Limited Emails Email automation 4.7

Automation 52

Automation Volume Rules AI 52

Nanonets

NOVEMBER 18, 2024

Founded in 2016, Rossum has quickly become a major player in the document processing and automation space. It offers a cloud-based platform for AI-driven data extraction and workflow automation. Data extraction accuracy for complex documents 2. 5 Mindee Developer-friendly API for document parsing and OCR 4.5/5

Automation 52

Automation Volume AI API 52

Nanonets

OCTOBER 28, 2024

Unreliable Documentation The REST API is not completely scoped out in terms of use cases and documentation support from Oracle's end - and hence you may find some gaps in areas like Saved Searches and looking up transaction records. What does it mean to automate across data layers?

API 52

API Payment APIs and Integration Automation Use Case 52

Finextra

JUNE 5, 2025

Focus on Credentials, Not Wallets The core value of digital credentials—electronic attestations of attributes—lies in their ability to facilitate automated processing and verification. These capabilities enable businesses and organisations to significantly improve efficiency and trust in their digital transactions.

Credential 52

Credential Payment APIs and Integration Authorization Issuers 52

Nanonets

NOVEMBER 19, 2024

From automating manual tasks to executing complicated workflows, SuiteScript allows you to set up automations for simple tasks that need to run whenever certain conditions are satisfied. ' ); } return { pageInit : pageInit }; }); Step 3: Upload the Script Go to Documents > Files > SuiteScripts.

Payment APIs and Integration 52

Payment APIs and Integration Automation Best Practices CRM 52

Fintech Weekly

JULY 13, 2025

Over years, OCR Technologies and varied levels of automation at different stages have vastly improved the process of capturing, processing and utilizing customer information. AI Agents, using its ecosystem of AI powered tools such as biometric validation, facial recognition, API enabled document verification etc.

AI 78

AI Blockchain Payment APIs and Integration FinTech 78

Nanonets

APRIL 7, 2025

And that’s where automation changes the game. But automation is rewriting that script—and small firms are finally getting the tools to fight back. Speed of service : Firms using document automation report up to 83% faster drafting times (Lawyaw.com). With automation Client uploads the same 4 docs.

Laws 52

Laws Automation Legal CRM 52

Nanonets

AUGUST 23, 2023

AI-based document processing is transforming the way businesses handle paperwork. It is overhauling traditional data entry, approval systems, and document management. Most of us can relate to the frustration of sifting through complex documents, manually extracting data, or struggling with clunky document management systems.

Process 97

Process AI Payment APIs and Integration Compliance 97

Nanonets

MAY 10, 2023

Intelligent workflow automation can save time, boost production, and cut expenses. This article will show how workflow management solutions can automate routine procedures, minimize repetitive jobs and operator mistakes, detect bottlenecks, and simplify communication across all departments. What is workflow automation?

Automation 98

Automation Rules Procedures Process 98

The Finance Weekly

JULY 19, 2022

These cutting-edge tools aid teams in streamlining, automating, and improving the accuracy and efficacy of tactical and strategic initiatives. Their cloud-based solution allows you to automate the collection of information from all spreadsheets, platforms, and departments with fast and easy implementation - no IT department required.

CRM 240

CRM Database Finance Automation 240

Nanonets

OCTOBER 18, 2023

Automate your sales processes and unlock the full potential of your CRM with Nanonets integrated Pipedrive Workflow Automation. And that's where workflow automation comes into play. That's where Pipedrive Workflow Automation, integrated with Nanonets AI, steps in to revolutionize your CRM experience.

CRM 52

CRM Automation AI Use Case 52

Nanonets

MARCH 27, 2023

more administrative workers than other industries, demonstrating the requirement to introduce intelligent automation to free healthcare workers. Automating healthcare document processing can help organizations reduce operating spending and streamline their processes while improving patient healthcare.

Automation 52

Automation Process CRM API 52

Axway

FEBRUARY 18, 2020

How do you manage your sales documentation? A customer relationship management tool (CRM)? An intranet site? Excel sheets? Since I am responsible for the sales engineering organization at Axway, my team generates a number of artifacts that can be stored …

CRM 52

CRM Automation 52

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

Nanonets

NOVEMBER 14, 2023

All organizations, irrespective of size, deal with a myriad of documents that contain vital information and data required for its functioning.    Daily inundated with data in varied forms, manual management of documents and data can easily overwhelm teams, leading to confusion and inefficiency. How does Document Capture Work?

Automation 52

Automation Facilitators Audit Legal 52

Nanonets

JUNE 15, 2023

Document management systems have replaced rooms full of business documents. On top of that, it comes with benefits like intelligent automation, fewer errors, additional savings, enhanced security, and more. The document management software market currently stands at USD 5.5 What is document management software?

Automation 52

Automation Verification Process Database 52

Nanonets

JUNE 15, 2023

Introduction Documents are the lifeblood of business communication. They allow for the transfer of information, the tracking of decisions, the formalization of procedures, and the documentation of business transactions, among many other things. Why are Document Workflows essential?

Automation 40

Automation Payment APIs and Integration Audit Process 40

Nanonets

MARCH 30, 2023

Intelligent Document Processing (IDP) refers to the automation of data extraction from unstructured documents. It eliminates the need for manual data entry, reduces errors, and increases efficiency in document management. What is intelligent document processing? What is intelligent document processing?

Process 52

Process Automation Compliance Volume 52

Nanonets

MAY 20, 2024

Automating data workflows isn't a new concept, but recent advancements in intelligent automation solutions have made it possible to streamline even the most complex processes. You can now automate data extraction, integration, and analysis, enabling your team to focus on high-value activities and deliver meaningful results faster.

Automation 59

Automation Payment APIs and Integration CRM Duplicate 59

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. This is where contact center automation comes into play. What is contact center automation? Why automate your contact center workflows?

Automation 52

Automation CRM Compliance Process 52