Search Results for: automatic workflow

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
Finance Fintech News

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency

Business Wire
by Business Wire0
The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization. SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announces the launch of its SMArtX Transition Analysis Tool. This innovative solution empowers financial advisors to seamlessly migrate client accounts......
Runway Launches First Ambient Intelligence Platform for Finance Teams
Finance Fintech News

Runway Launches First Ambient Intelligence Platform for Finance Teams

PR Newswire
by PR Newswire0
New Ambient Intelligence capabilities proactively support finance leaders through all key workflows Today, Runway announced the general availability of its financial planning and collaboration platform. Runway is a modern, user-friendly interface for financial modeling, headcount planning, departmental budgeting, and more. Breaking beyond the traditional chat and copilot paradigms that define AI products......
Canoe Intelligence Raises $36 Million Series C Funding Led by Goldman Sachs to Further Market Expansion
Fintech Fintech Funding News

Canoe Intelligence Raises $36 Million Series C Funding Led by Goldman Sachs to Further Market Expansion

Business Wire
by Business Wire0
Funds will fuel the company’s strategic initiatives, global growth, and advancement of its AI-driven financial technology platform for alternative investors Canoe Intelligence (“Canoe”), the financial technology company powering smarter alts management, today announced the completion of its Series C financing round of $36 million, led by Growth Equity at Goldman......
Artificial Intelligence Featured Finance Fintech Risk Management Security

The Future of Accounts Payable: AI-Powered Fintech Solutions Are Leading the Way

Prajakta Ayade
by Prajakta Ayade0
Manual, paper-based payment processes are rapidly becoming relics of the past, replaced by intelligent payment automation powered by Artificial Intelligence (AI). This shift promises a future of unprecedented efficiency, accuracy, and strategic advantage for businesses of all sizes. The rise of artificial intelligence (AI) is redefining the future of accounts......
AdvancedMD Rolls Out New Automation and Payment Capabilities to Help Private Practices Increase Productivity and Drive More Revenue
Analytics Digital Payments

AdvancedMD Rolls Out New Automation and Payment Capabilities to Help Private Practices Increase Productivity and Drive More Revenue

Business Wire
by Business Wire0
As part of its 2024 summer product release, AdvancedMD is launching the AdvancedMD Pay credit card processing system and terminal that unifies the entire patient billing process AdvancedMD, a Global Payments company and provider of cloud-based healthcare software for independent medical practices, announced the rollout of more than 30 new......
Taxfyle launches full suite of AI-powered tools to reduce the cost of basic 1040 preparation by 40% while improving margins
Artificial Intelligence Fintech News

Taxfyle launches full suite of AI-powered tools to reduce the cost of basic 1040 preparation by 40% while improving margins

PR Newswire
by PR Newswire0
The rapidly scaling startup is leveraging artificial intelligence to address acute staffing shortages in the accounting industry Taxfyle, the tech-enabled accounting service and workforce pioneer, today announced a suite of tools integrating the power of generative artificial intelligence (AI) into its platform. Leveraging proprietary AI automation tools has enabled Taxfyle......
Tabs Launches Revenue Recognition To Further Expand AI-powered Billing and Financial Ops Platform
Artificial Intelligence Finance Fintech News

Tabs Launches Revenue Recognition To Further Expand AI-powered Billing and Financial Ops Platform

Business Wire
by Business Wire0
Tabs, an AI-powered billing and financial operations platform for B2B businesses, is today announcing the launch of its Revenue Recognition product, a powerful addition to its platform. This new module transforms the way businesses manage and recognize revenue, ensuring compliance with the latest accounting standards, and providing unparalleled accuracy and......
Norm Ai Raises $27 Million Series A to Expand AI-Driven Regulatory Compliance Platform
Artificial Intelligence Finance Fintech Investments News

Norm Ai Raises $27 Million Series A to Expand AI-Driven Regulatory Compliance Platform

PR Newswire
by PR Newswire0
Investors include Coatue, Bain Capital Ventures, Blackstone Innovations Investments, New York Life Ventures, Citi Ventures, and TIAA Ventures On its journey to set the norms for AI-powered regulatory compliance, Norm Ai has raised a fresh round of capital from some of the world’s most respected financial institutions, collectively representing more......
YourStake Announces Collaboration with Apex Fintech Solutions Inc to Deliver The Building Blocks For The New Paradigm Of AI-First Fintech
Artificial Intelligence Finance Fintech News

YourStake Announces Collaboration with Apex Fintech Solutions Inc to Deliver The Building Blocks For The New Paradigm Of AI-First Fintech

Business Wire
by Business Wire0
New ‘Document-to-Portfolio’ Statement Extraction Technology Enables Frictionless Investing Experiences and Instant Portfolio Insights. YourStake, a leading provider of AI-powered solutions for the wealth management industry, today announced a collaboration with Apex Fintech Solutions Inc. (“Apex”), the innovation platform to the global investment ecosystem, to provide APIs for the next generation......
New AI Copilot Plugin Is a Breakthrough for Financial Institutions, Transforming Existing, Siloed Systems in Seconds
Artificial Intelligence Finance Fintech News

New AI Copilot Plugin Is a Breakthrough for Financial Institutions, Transforming Existing, Siloed Systems in Seconds

PR Newswire
by PR Newswire0
A groundbreaking generative AI copilot plugin, launched by Lucinity at Money2020 Europe, delivers immediate ROI. The copilot plugin is system-agnostic, acting as one central copilot that can be used on top of all web-based enterprise applications, pulling data from any system including Customer Relationship Management (CRM) systems, case management systems, third-party vendors, and Excel documents.......
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