Finovate

DECEMBER 3, 2024

will use UpSwot’s Financial Data Gateway , which integrates data from accounting, payroll, and CRM tools, enabling financial institutions to gain actionable insights and offer tailored recommendations to their commercial clients. Photo by Pixabay The post Uptiq.AI Enterprise AI platform Uptiq.AI Today, Uptiq.AI

Acquirers

Fintech Finance

NOVEMBER 14, 2024

Inefficiencies such as costly upgrades to the latest security and industry standards like PCI DSS, and being unable to integrate with other merchant systems like stock inventory and customer relationship management (CRM) platforms, are also threatening to eat into already-thin profit margins.

PCI DSS

Clearly Payments

MARCH 14, 2025

Software solutions that integrate inventory management, reporting, and customer relationship management (CRM). The post The Anatomy of a Credit Card Transaction appeared first on Credit Card Processing and Merchant Account. Point-of-Sale (POS) Systems Hardware terminals that accept EMV chip, magnetic stripe , and contactless payments.

Credit Cards

Finovate

APRIL 7, 2025

The new offering consolidates Five Degrees’ Matrix CRM and Neo Core Banking products with Topicus finance solutions such as Fyndoo Lending to provide end-to-end financial experiences, as Topicus Finance CEO Clint van Haalen underscored in a statement. Topicus is headquartered in Deventer, the Netherlands.

CRM

Fintech Finance

JUNE 18, 2025

The post Sunbit Sees 6% Lift in Acceptance Rates With Checkout.com’s AI-Powered Payments Technology appeared first on FF News | Fintech Finance. The company reported over 80% growth in the US in 2024 and continues to scale its team and capabilities to meet growing demand from enterprise merchants like Sunbit.

AI

Stax

JANUARY 21, 2025

In this blog post, well help you understand the factors and features you need to consider to find the right payment gateway to suit your unique business needs. Also, check for seamless integration with your invoicing, accounting, and CRM tools, as well as any other software vital to your business.

Payment Gateways

The Payments Association

JUNE 16, 2025

Under the voluntary Contingent Reimbursement Model (CRM) Code, only a limited number of firms committed to reimbursing victims, and the rates varied sharply—TSB reimbursed 91% of APP fraud losses in 2022, while AIB Group reimbursed just 10%, according to PSR data. The PSR has separated pre- and post-policy data, making comparisons difficult.

Scams

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

EBizCharge

JANUARY 21, 2025

Ease of integration: Virtual terminals can integrate with accounting, enterprise resource planning (ERP), customer relationship management (CRM), and online shopping cart systems to streamline workflows and simplify transaction management. The post What Are Virtual Terminals? A Guide for Businesses appeared first on EBizCharge.

Credit Cards

Fintech Finance

JULY 15, 2025

Redpin , the global property payments platform backed by a £140 million Blackstone investment, has announced a strategic partnership with Casafari CRM, the customer relationship management system used by thousands of estate agents across Europe. Portugal continues to attract significant international property investment.

CRM

The Fintech Times

APRIL 10, 2025

Funnel , an AI-infused multifamily CRM, has launched ‘Fenix’, a new standalone AI product for managers and operators. The post This Week in Fintech: TFT Bi-Weekly News Roundup 10/04 appeared first on The Fintech Times.

FinTech

Stax

JANUARY 28, 2025

Interoperability with your existing software tools and apps: the payment processing platform must be interoperable with your existing software tools, like CRM (Customer Relationship Management), inventory management, POS (Point of Sale), and accounting software.

Payment APIs and Integration

EBizCharge

MARCH 7, 2025

A well-integrated payment gateway should also connect with other essential business systems such as CRM, accounting software, eCommerce platforms, and POS systems. The post How to Integrate a Payment Gateway into Acumatica appeared first on EBizCharge. User experience matters both for your team and your customers.

Payment Gateways

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

The Fintech Times

JUNE 20, 2025

.” One of the fastest-growing financial technology companies in the country, Sunbit has built the leading pay over time technology in auto dealership services and healthcare markets, including dental, as well as a no-fee co-branded card solution designed for retailers, and embedded its technology in leading SaaS, CRM and market platforms.

Processing Costs

EBizCharge

JANUARY 14, 2025

These integrations can include accounting, enterprise resource planning (ERP), customer relationship management (CRM), eCommerce platforms , and more. Its robust payment integrations with accounting/ERP, CRM, and eCommerce systems ensure a smooth and user-friendly payment process.

Payment Gateways

Fintech News

JULY 31, 2025

Many incumbent banks in Southeast Asian have failed to modernize their core banking systems, focusing instead on enhancing front-end channels such as mobile and Internet banking, as well as customer relationship management (CRM) instead.

Compliance

EBizCharge

MARCH 31, 2025

Sage provides a comprehensive suite of tools that integrate key business functions, including accounting, finance, inventory management, supply chain, human resources, and customer relationship management (CRM). The post Picking The Best Merchant Services Provider for your Sage Software appeared first on EBizCharge.

Service Provider

Fintech Review

MAY 22, 2025

Beyond core trading infrastructure, Liquidity Provider Turnkey includes a customizable website , SEO optimization , payment integrations , and a centralized CRM system for full operational control. b2broker.net The post B2BROKER Launches First-Ever Turnkey Liquidity Provider Solution appeared first on Fintech Review.

Multi-Currency

EBizCharge

JUNE 16, 2025

Customer integrations refer to the compatibility of enterprise merchant services with other customer relationship management (CRM) tools and software. What systems are you already using – enterprise resource management (ERP), eCommerce, customer relationship management (CRM)?

Payment APIs and Integration

Fintech Review

APRIL 2, 2025

It is an all-in-one CRM and back office for brokers, exchanges, and financial institutions providing onboarding tools, KYC, multi-currency wallets, risk management, and access to the leading trading platforms. About B2CORE B2CORE is the flagship SaaS product by B2BROKER.

Multi-Currency

Fintech Finance

MAY 27, 2025

In Q1, the Group finalized a comprehensive AI strategy, launched an AI-driven CRM, integrated AI-powered customer support across key products, and introduced automated KYC/KYB onboarding. By July 2025, PayTabs plans to expand its AI-powered services to over a million clients, fostering business growth in the digital economy.

AI

EBizCharge

MAY 1, 2025

EBizCharges seamless integration with numerous accounting, enterprise resource planning (ERP), customer relationship management (CRM), and other platforms reduces costs and enhances operational workflows. The post How Do You Offset Credit Card Processing Fees? appeared first on EBizCharge.

Credit Cards

EBizCharge

JULY 3, 2025

Beyond cost savings, EBizCharge offers seamless integrations with major accounting, ERP, and CRM platforms, along with real-time reporting, secure payment links, mobile capabilities, and top-tier customer support. The post Free Merchant Services: How to Process Payments Without Monthly Fees appeared first on EBizCharge.

Process

EBizCharge

JULY 22, 2025

Do you need the integration to connect with other systems like your website, CRM, or fulfillment tools? The post Working with NetSuite Payment APIs for Custom Integrations appeared first on EBizCharge. Which payment provider do you want to connect with? Take your time. Test thoroughly. Ask questions when you need to.

API

The Fintech Times

JULY 12, 2025

Other top complaints include a lack of analytics, high maintenance costs and POS systems that don’t integrate with inventory or CRM tools. The post ‘Let Them Build It Their Way’… Tribe Payments on Fintech’s Flexibility Moment appeared first on The Fintech Times. There’s a real focus to expand.”

Payment APIs and Integration

EBizCharge

JUNE 10, 2025

EBizCharge integrates seamlessly with 100+ accounting, ERP, CRM, and shopping cart systems, including QuickBooks, Sage, SAP B1, Microsoft Dynamics, Epicor, Magento, Zoho, and WooCommerce. For more information, visit [link] The post EBizCharge Announces a New Payment Integration into MAGIIS appeared first on EBizCharge.

Payment Gateways

Finextra

JULY 23, 2025

In this post, I will be describing what you should be expecting from MVP, one by one What Features Do Investors Expect in a Crypto Exchange MVP? It’s the version you’ll show to investors, and it needs to work well enough to prove your idea is real. If you miss the mark, you lose trust. But if you get it right, you open doors.

Bots

EBizCharge

JUNE 3, 2025

Integration capabilities are another advantage of high-volume merchant services, as most reliable providers enable businesses to sync their payment processing systems with their existing accounting, enterprise resource planning (ERP), eCommerce, and customer relationship management (CRM) software for powerful financial management. Absolutely!

Volume

EBizCharge

JUNE 12, 2025

Additionally, EBizCharge integrates seamlessly with over 100 popular enterprise resource planning (ERP) and accounting software, customer relationship management (CRM) systems, and eCommerce platforms, enabling businesses to streamline AR workflows and simplify customer payments.

Process

EBizCharge

JANUARY 16, 2025

Additionally, EBizCharge provides robust payment integrations that seamlessly sync with the top accounting, enterprise resource planning (ERP), customer relationship management (CRM), and eCommerce systems without disrupting existing workflows. The post What Are Merchant Category Codes (MCCs)? appeared first on EBizCharge.

Credit Cards

The Fintech Times

APRIL 12, 2025

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. Organisations can now resolve customer queries about late orders with integrated AI agents working effectively across Google Cloud and ServiceNow.

AI

Clearly Payments

MARCH 13, 2025

Customer Relationship Management (CRM) Businesses can store customer information, track purchase history, and create personalized promotions. The post The Best Retail Payment System Setup appeared first on Credit Card Processing and Merchant Account.

Retail Payments

EBizCharge

JULY 16, 2025

If you’re using a customer relationship management (CRM), ensure it syncs cleanly with your NetSuite ERP billing setup. EBizCharge equips merchants with tools like automated payment collection, real-time invoice posting, and built-in NetSuite credit card processing. Whatever it is, define it upfront. Automate wherever you can.

Payment APIs and Integration

EBizCharge

MAY 22, 2025

Integrate with popular business software Integrating invoicing and billing processes with popular business systems, such as accounting, enterprise resource planning (ERP), eCommerce, and customer relationship management (CRM) platforms, is crucial for operational efficiency.

Process

Finovate

APRIL 22, 2025

AI agents help post sales teams drive customer value and revenue with customer health insights, expansion, and retention opportunities. The post FinovateSpring 2025 Sneak Peek Series: Part 5 appeared first on Finovate. Quivly AI Quivly is an AI0-native revenue management platform.

Credit Union

Fintech Review

MAY 4, 2025

Merge Provides unified APIs for accounting, HR, CRM, and ticketing systems, including connectors to tools like QuickBooks, NetSuite, and Xero. Contact us The post Top 100 Fintech Tools and Platforms for Businesses appeared first on Fintech Review. Best for : Fintechs needing modular, programmable payment rails.

Payment APIs and Integration