The Finance Weekly

APRIL 28, 2024

million businesses in the US use QuickBooks Desktop, while 5.3 QuickBooks Online, the cloud-based version, really shines for many reasons and is popular with small business owners. What really sets it apart for a lot of companies is the ton of integrations available. What is Quicbkbooks Integration?

Payment APIs and Integration 130

Payment APIs and Integration CRM Automation Multi-Currency 130

Fintech Review

MAY 4, 2025

Whether you are a B2B founder building a global marketplace, a CFO steering a SaaS scale-up, or a finance team tasked with managing complex payments, finding the best fintech tools is critical. Therefore, here comes Fintech Review’s Top 100 Fintech Tools and Platforms for Businesses. Here are the top players: 1.

Payment APIs and Integration 76

Payment APIs and Integration FinTech Multi-Currency Embedded Finance 76

PYMNTS

APRIL 3, 2018

Small business (SMB) banking is in need of an overhaul. Between the threat of FinTechs and small business owners’ increasing willingness to switch banking providers, financial institutions are waking up to the demand for better SMB services. APIs are available for business systems to integrate with the bank system.”.

Small Business 70

Small Business Payment APIs and Integration Faster Payments Blockchain 70

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. First off is simply choosing the right tool.”.

API 54

API Small Business CRM B2B 54

Stax

MARCH 21, 2024

SaaS services are also used in customer relationship management (CRM), human resources management, analytics, and communication. In this article, we’ll explore the many benefits of SaaS and how to implement SaaS payments. Because of their many benefits, businesses have realized the need for implementing SaaS payments as well.

Payment APIs and Integration 88

Payment APIs and Integration Payment Gateways Payments Gateways 88

Nanonets

APRIL 19, 2024

For those wanting to do more with QuickBooks, hundreds of third-party integrations step in to offer additional features and benefits beyond QuickBooks' native offerings. Still, with as many integrations as are available, some may find themselves overwhelmed.

Payment APIs and Integration 52

Payment APIs and Integration Automation Small Business Cross-Border 52

Stax

FEBRUARY 15, 2024

The writing on the wall is clear—businesses need to start accepting digital payments and software providers need to start offering payment services one way or another. In this article, we’ll break down two popular terms used in the payment processing industry—ISV and PayFac —and see what they exactly mean.

ISVS 88

ISVS Facilitators ISOs Payment APIs and Integration 88

Stax

JUNE 18, 2024

Features to look for in subscription software include automated billing, CRM integration, subscription analytics tools, scalability, and 24/7 customer support. This is where a subscription management solution makes building a profitable subscription business infinitely easier.

Payment APIs and Integration 88

Payment APIs and Integration CRM Automation PCI DSS 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. From invoice management and expense tracking to payroll and reporting, Xero offers a range of features tailored to meet the unique needs of small businesses.

Payment APIs and Integration 52

Payment APIs and Integration CRM Automation Accounts 52

Stax

JANUARY 17, 2024

Automated Clearing House (ACH) payments are a type of electronic bank-to-bank payment system in the US. Unlike payments facilitated by card networks like Visa or Mastercard, ACH payments are managed by a body called the National Automated Clearing House Association (NACHA). Let’s get started.

ACH 88

ACH Facilitators ISVS Payment APIs and Integration 88

Stax

JUNE 4, 2024

Selecting the right payment processing software is crucial for any business aiming to streamline transactions and enhance customer experience. You should consider factors like integration capabilities, user experience, scalability, and pricing structures, to ensure a seamless and cost-effective payment process.

Process 88

Process PCI DSS Payment APIs and Integration Payments 88

Nanonets

APRIL 8, 2024

  Which Types of Businesses Use Odoo? Businesses in all industries and size ranges use Odoo ERP software and its CRM, although most of its software user customers are small and mid-sized companies.   CRM, Sales-Related Apps, and Helpdesk Odoo provides a CRM module for tracking leads and customer interactions.

CRM 52

CRM Payment APIs and Integration API Automation 52

Nanonets

APRIL 23, 2024

Many small businesses need help managing their finances because bookkeeping is manual. These software solutions can save you time and money by automating many bookkeeping tasks.   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

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

MARCH 20, 2023

Automated accounts payable software can efficiently manage large volumes of financial transactions between a company and its suppliers, while also automating ancillary activities such as approvals and payments. There are a variety of AP tools available today, with varying levels of functionalities and features.

Accounts 52

Accounts Payment APIs and Integration Multi-Currency Automation 52

Nanonets

JANUARY 17, 2024

It's like the go-to gadget in your tech toolbox, seamlessly connecting over 5,000 apps to keep your business running smoother than a hot knife through butter. For small businesses, bootstrapped startups, or anyone counting pennies (because who isn’t?), But here's the kryptonite – the cost. for 750 tasks.

Payment APIs and Integration 52

Payment APIs and Integration Automation CRM API 52

Nanonets

NOVEMBER 9, 2023

Then, the order is validated, errors are identified and corrected, and the order details are exported to the CRM (Customer Relationship Management) or ERP (Enterprise Resource Planning) system. Order entry automation combines OCR, AI, APIs and integrations, and predefined workflows to automate the entire order entry process.

Automation 59

Automation Payment APIs and Integration CRM Process 59

Nanonets

APRIL 29, 2024

Imagine you're a financial manager at a bustling enterprise, entrusted with the responsibility of ensuring the accuracy and integrity of your company's financial records. From multiple currencies to diverse payment methods, the sheer volume and variety of transactions make manual reconciliation prone to errors and delays.

Reconciliation 52

Reconciliation Payment APIs and Integration Audit Regulatory Compliance 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. Deployment of apps is now standard for most businesses, but multiple systems are plaguing firms with “app fatigue.” ”

MSPS 43

MSPS Finance Payment APIs and Integration Small Business 43

PYMNTS

AUGUST 10, 2018

Asia-Pacific and North American startups took the lead this week, with funding going to small business (SMB) accounting, payroll, B2B eCommerce and cybersecurity firms — just to name a few. Small business accounting firm freee , based in Japan, announced a $60 million Series E funding round this week, said reports.

B2B 40

B2B APACS Cybersecurity Payroll 40

Nanonets

DECEMBER 21, 2023

This involves receiving the order from the customer, validating the customer's information and payment method, and then recording the order in your system. The order will typically include the customer's name, address, item, quantity they wish to purchase , and payment method.

Database 52

Database Payment APIs and Integration Automation Process 52

Nanonets

JULY 21, 2023

To ensure the integrity of financial data, accountants and bookkeepers rely on the general ledger account reconciliation process. Xero: Xero is a cloud-based small business accounting software that caters to startups, growing companies, and established enterprises. Limits on invoices and bill payments in the entry-level plan.

Reconciliation 52

Reconciliation Payment APIs and Integration Automation Online and Mobile Banking 52

Nanonets

JANUARY 16, 2024

Workflow automation software like Nanonets takes the concept a step further by integrating advanced technologies such as natural language processing and large language models (LLMs). This step involves integrating these tools with existing systems and applications involved in the workflow.

Automation 52

Automation Payment APIs and Integration Process CRM 52

Nanonets

FEBRUARY 26, 2024

It is fast, accurate, easy to use, allows users to build custom OCR models from scratch, and has some neat Zapier integrations. According to  reviews on G2 , Nanonets helped a business save almost 300 man-hours a month. This seamless integration ensures a smooth workflow without major overhauls of existing processes.

Accounts 52

Accounts Payment APIs and Integration Automation Multi-Currency 52

Nanonets

DECEMBER 18, 2023

Whether you're a small business owner, a big brand, or just curious about the future of digital marketing, you're in the right place. We'll go through how to harness the power of WhatsApp, craft messages that resonate, and ultimately, drive your business through the roof. Whatsapp API. Check it out below.

Automation 52

Automation Payment APIs and Integration AI API 52

Nanonets

FEBRUARY 28, 2024

Whether you're a small business owner, a finance professional, a CFO, or simply curious about the financial operations of a business, this blog series promises to equip you with a thorough understanding of the General Ledger, its significance and it's effective implementation within a business.

Automation 52

Automation Payment APIs and Integration Accounts Transactions 52

Nanonets

JANUARY 17, 2024

According to a recent report, the global expense management software market is projected to grow significantly in the next five years , driven by a surge in demand for automated and integrated financial solutions. This is where many businesses stumble, struggling to keep up with ever-changing regulations and internal policies.

Payment APIs and Integration 52

Payment APIs and Integration Compliance Automation Audit 52

Nanonets

MAY 22, 2023

These third-party integrations and add-ons serve to enhance the productivity and efficiency of businesses using Zendesk tools. By enabling deeper customization, greater automation, and more nuanced analytics, these apps help businesses tailor their customer service approach to better suit their unique needs.

Payment APIs and Integration 52

Payment APIs and Integration Database Automation Bots 52

Nanonets

JUNE 15, 2023

Approval and Payment : The invoice was forwarded to the relevant department head for approval. Upon approval, the invoice was returned to the AP team for payment processing. The firm integrated Optical Character Recognition (OCR) and automated workflow technologies into its operations. This step was prone to human error.

Automation 40

Automation Payment APIs and Integration Audit Process 40

CB Insights

MARCH 13, 2019

Company Description: San Francisco’s Plaid Technologies builds user-friendly APIs and tools for financial institutions. . Company Description: Based in Glendale, California, LegalZoom aims to makes legal services more affordable for small businesses and individuals. Services include a CRM, report generation, and marketing tools.

Online and Mobile Banking 77

Online and Mobile Banking Automation Payment APIs and Integration Technology 77

Stax

JANUARY 23, 2024

Most small business owners hunting for cloud accounting software will find themselves trying to choose between the two most popular names: Xero and QuickBooks Online. These two giants in the small business accounting software space are equally adored in the business community. Both solutions have this feature.

Accounts 88

Accounts Payment APIs and Integration Online and Mobile Banking Payroll 88