Search Results for: automatic workflow

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Digital Payments News

Valtatech Peppol Connector for Coupa Invoice Certified as Coupa Business Spend Management Platform Ready

Fintech News Desk
Valtatech’s Peppol Connector for Coupa Invoice is Now Available in the Coupa App Marketplace Extending Coupa’s Platform and enabling Coupa customers to receive Peppol e-invoices easily. Financial process automation experts and certified Peppol Access Point providers for Australia and New Zealand, Valta Technology Group (Valtatech), today announced its Peppol Connector for......
AgencyZoom and HawkSoft Introduce Integration Between Sales Automation Platform and Agency Management System
Business Fintech InsurTech News

AgencyZoom and HawkSoft Introduce Integration Between Sales Automation Platform and Agency Management System

Fintech News Desk
Client and policy data from HawkSoft flows into AgencyZoom to trigger automation workflows to nurture leads and engage existing policyholders. Interconnected systems are force multipliers for independent insurance agencies. AgencyZoom, the Insurance Sales Analytics and Automation platform, is leveraging HawkSoft’s Partner API to bring the two complementary systems together. Read......
Intuit Launches AI-Powered Intuit Assist for QuickBooks, Giving Millions of Businesses a Competitive Edge
Artificial Intelligence Finance Fintech News

Intuit Launches AI-Powered Intuit Assist for QuickBooks, Giving Millions of Businesses a Competitive Edge

Business Wire
Generative-AI financial assistant gives businesses new tools to do the work for them, get paid faster, and power growth Intuit Inc., the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today announced the launch of Intuit Assist for QuickBooks, a generative AI (GenAI)-powered financial assistant......
Justpaid Announces Investment and Seamless Integration With Dropbox
Fintech Investment Services News

Justpaid Announces Investment and Seamless Integration With Dropbox

PR Newswire
JustPaid, the Y Combinator-backed leading financial management platform for startups, announced a new product integration with Dropbox, further strengthened by a recent investment from the brand. This partnership is designed to transform how businesses handle their billing and invoicing workflows, providing a streamlined solution from contract signing to payment collection. JustPaid’s......
Auquan Raises $4.5 Million to Automate Deep Work in Finance With AI
Artificial Intelligence Finance News

Auquan Raises $4.5 Million to Automate Deep Work in Finance With AI

Business Wire
Auquan’s AI Agents Turn Days of Manual Knowledge Work Into Minutes of High-Level Analysis Auquan, an AI innovator for financial services, announced a $4.5 million addition to their seed round, led by Peak XV with continued participation from Neotribe Ventures, bringing total seed funding to $8 million. Auquan is the first AI......
Proof Launches Verify, Live Human-Assisted Identity Authorization, Brings Deepfake Detection to All Digital Transactions
Fintech News Security

Proof Launches Verify, Live Human-Assisted Identity Authorization, Brings Deepfake Detection to All Digital Transactions

Business Wire
Verify bridges advanced identity verification and deepfake detection and analysis with Reality Defender to secure the entire spectrum of online transactions Proof, the market leader for identity-secured transactions, launched Verify, a live face-to-face experience that delivers high-level assurance with identity verification performed in the presence of an agent, reducing the......
DataVerify Announces New Integration with Path LOS by Calyx Software
Lending Mortgage News Risk Management

DataVerify Announces New Integration with Path LOS by Calyx Software

Business Wire
Integration continues to expand technology offerings for DataVerify clients DataVerify, a leading provider of data verification, risk management and workflow automation services, announced a new integration with Calyx Software, a pioneer in loan origination platforms. DataVerify has integrated its DRIVE platform with Path LOS by Calyx Software, a cloud-based loan......
Affinity Elevates Private Capital Productivity with AI and Automation
Artificial Intelligence Finance Fintech News Robotic Process Automation

Affinity Elevates Private Capital Productivity with AI and Automation

Business Wire
New features enable the automation of CRM tasks and the insights that drive investment decisions Affinity, the leading CRM for private capital, today announced the addition of conversational AI to the CRM platform used by more than half of top private capital firms around the world. Building on a suite......
Avalara Enhances Tax Automation on Purchases with AvaTax for Accounts Payable
Finance Fintech News Robotic Process Automation

Avalara Enhances Tax Automation on Purchases with AvaTax for Accounts Payable

PR Newswire
AvaTax capabilities expanded further deepening tax compliance automation for customers worldwide Avalara, Inc., a leading provider of tax compliance automation software for businesses of all sizes, today announced expanded capabilities of AvaTax with AvaTax for Accounts Payable. The enhancement provides a comprehensive solution built into AvaTax that is designed to......
Artificial Intelligence Finance News

DataSnipper Supercharges AI-driven Audit Automation with Acquisition of ‘UpLink’ and Launch of New Product, ‘DocuMine’

PR Newswire
Dutch unicorn DataSnipper accelerates the expansion of AI technology to redefine the future of audit and finance. DataSnipper, the intelligent automation platform transforming audit and finance, announces a dual milestone: the acquisition of AI-native UpLink, a cloud-based secure document request portal, and the launch of DocuMine, a new AI-powered document validator. The......
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