Search Results for: automatic workflow

Small Businesses to Benefit from Integrations of Insurance and 401(k) Services on QuickBooks Platform
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Small Businesses to Benefit from Integrations of Insurance and 401(k) Services on QuickBooks Platform

Fintech News Desk
by Fintech News Desk0
 Millions of QuickBooks Customers Now Have the Opportunity to Protect Their Businesses and Help Their Employees Prosper Intuit Inc. (Nasdaq: INTU) today announced the availability of two new offerings — QuickBooks Insurance and separately, 401(k) powered by Guideline1 — further expanding the capabilities of the QuickBooks Online platform to help small......
Banking Business News Risk Management

Riskalyze and Envestnet Announce Integration to Streamline Proposal Process for Advisors

Fintech News Desk
by Fintech News Desk0
Single sign-on and deep integration will allow advisors to create and implement proposals for client portfolios across the two platforms Today, Riskalyze announced its expanded integration with Envestnet, Inc. (NYSE: ENV), allowing advisors to create proposals for asset allocations through a single sign-on between the two platforms. Advisors will be able to use Riskalyze......
Ocrolus Introduces Cross Source Validation to Automate Corroboration of Borrower Information Accuracy
Fintech News

Ocrolus Introduces Cross Source Validation to Automate Corroboration of Borrower Information Accuracy

Fintech News Desk
by Fintech News Desk0
Ocrolus, the leading human-in-the-loop infrastructure company that transforms documents into actionable data, introduced Cross Source Validation (XSV), a core functionality upgrade to its’ fintech infrastructure. XSV automatically compares data extracted from multiple documents or data sources to verify that borrower provided information is logical and correct. Read More: Introducing Varo......
MineralTree Introduces Automated Purchase Order Matching for Sage Intacct Users
Business Fintech News

MineralTree Introduces Automated Purchase Order Matching for Sage Intacct Users

Fintech News Desk
by Fintech News Desk0
MineralTree, an Accounts Payable (AP) and payments automation solution provider, today announced the addition of automated PO/invoice matching for Sage Intacct, a cloud-based accounting and financial management platform. The new capability equips MineralTree customers using Sage Intacct to automatically match incoming invoices against purchase orders or receipts and then insert them......
Exploring “Investor Relations” Software and Their Benefits with Mentions On Top Globally Known Providers
Featured Fintech Investment Services

Exploring Investor Relations Software and Their Benefits

Fintech News Desk
by Fintech News Desk0
Combining finance, communication and marketing, investor relations (IR) centralizes the communication between a public company, its stakeholders and the key investors. Constant upkeep of investor relations is also important because investors play a crucial role in the success of the organization. As they are crucial to the success of the......
Ledgex Unveils All-in-One Platform to Streamline Preliminary and Official Book of Record Reporting for Asset Management
Business Fintech Investment Services News

Ledgex Unveils All-in-One Platform to Streamline Preliminary and Official Book of Record Reporting for Asset Management

Fintech News Desk
by Fintech News Desk0
Industry-first solution delivers greater data control, integrity and value for asset and portfolio management using innovative patent-pending Data Confidence index Ledgex today announced a groundbreaking new platform called Ledgex Pro, a multi-asset class portfolio accounting solution that handles accounting and investment books of records (ABOR and IBOR) in a single solution,......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Fintech News Risk Management

apexanalytix Receives Best Overall Scoring in Spend Matters Fall 2020 Supplier Relationship Management and Risk SolutionMap

Fintech News Desk
by Fintech News Desk0
 apexanalytix announced it has received the best overall score among 20 supplier relationship management and risk solutions evaluated in the Spend Matters Fall 2020 Supplier Relationship Management and Risk SolutionMap. The SolutionMap analysis ranks technology within the procurement and supply chain spectrum and is updated semiannually to show market developments. Read......
Nexus
Fintech News

Nexus Integrates with Entrata to Provide Customers with Near Real-Time Data for Invoice Processing

Fintech News Desk
by Fintech News Desk0
Nexus, a leader in real estate accounts payable automation, today announced its payables and payments platform automatically integrates with Entrata property management software. Nexus, a leader in real estate accounts payable automation, today announced its payables and payments platform automatically integrates with Entrata property management software. The two-way, fully automated......
Practice EHR Partners with Global Payments Integrated
Business Fintech News

Practice EHR Partners with Global Payments Integrated

Fintech News Desk
by Fintech News Desk0
Practice EHR, a leading provider of cost-effective, cloud-based medical practice solutions, has entered into a strategic partnership with Global Payments Integrated, a leading worldwide provider of payment technology and software solutions, to provide medical practices with improved payment processing systems. Read More: Nacha Adopts Rules for the Ongoing Modernization of......
OpenGov Continues Growth of Modern ERP Cloud with Announcement of ClearRec Acquisition to Automate Bank Reconciliation
Business Fintech News

OpenGov Continues Growth of Modern ERP Cloud with Announcement of ClearRec Acquisition to Automate Bank Reconciliation

Fintech News Desk
by Fintech News Desk0
OpenGov, the leader in modern cloud ERP software for our nation’s cities, counties, and state agencies, expands its market-leading platform with the acquisition of ClearRec. ClearRec is a leading bank reconciliation application for local government designed to handle a broad set of use cases including manual and automatic transaction matching,......
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