Search Results for: client account information

CPACharge Announces Automated Invoicing, Streamlining Customer Billing Cycle For Accounting Professionals
Digital Payments News

CPACharge Announces Automated Invoicing, Streamlining Customer Billing Cycle For Accounting Professionals

Business Wire
by Business Wire0
Leader In Online Payments For Accounting Professionals Optimizes Features For Complete Account Management System CPACharge, an online payment solution developed specifically for accounting professionals, announces its addition of automated invoicing to maximize the client billing experience for accounting firms. CPACharge users will be able to create invoices, offer online payment......
Marygold & Co. Partners With Sardine and Incode To Protect Clients’ Financial Futures With AI
Investment Services News

Marygold & Co. Partners With Sardine and Incode To Protect Clients’ Financial Futures With AI

Fintech News Desk
by Fintech News Desk0
Harnessing its new partners’ AI-driven security platforms, the Marygold & Co. fintech app better secures client payments and accounts in the digital age Marygold & Co., a subsidiary of The Marygold Companies, announced partnerships with Sardine, a fraud prevention and compliance software company, and its partner Incode Technologies Inc., a leading identity......
Vic.ai Launches Payments, Delivering End-to-End Autonomous Finance Solution for Accounts Payable
Artificial Intelligence Finance News

Vic.ai Launches Payments, Delivering End-to-End Autonomous Finance Solution for Accounts Payable

GlobeNewswire
by GlobeNewswire0
Native functionality saves time, enhances security, and optimizes cash flow for customers from invoice to payment Vic.ai, the leading AI autonomous finance platform, announced the launch of Vic.ai Payments to complete its vision of delivering an end-to-end solution for Accounts Payable (AP) teams. Available today for all U.S. customers, Vic.ai......
Formidium Announces the Release of Tax Allocations and Returns Module for Its Fund Accounting Software "Seamless"
Fintech Funding Investment Services News

Formidium Announces the Release of Tax Allocations and Returns Module for Its Fund Accounting Software “Seamless”

PR Newswire
by PR Newswire0
Formidium, a global leader in providing fund technology and back-office solutions, has announced the release of Tax Allocations Module for its fund accounting software “Seamless”. The tax allocations module is a major milestone in redefining and streamlining the process of tax allocations, federal/state returns preparation, tax schedules such as K1s......
Fiserv and Akoya Meet Consumer Demand for Anytime, Anywhere Financial Information with New Data Sharing Agreement
Fintech News

Fiserv and Akoya Meet Consumer Demand for Anytime, Anywhere Financial Information with New Data Sharing Agreement

PR Newswire
by PR Newswire0
Connection will enable direct access to data, facilitating secure information sharing for financial institutions and their customers Fiserv, Inc., a leading global provider of payments and financial services technology, and Akoya, an API-only network for the consumer-permissioned sharing of financial data, are collaborating to enable secure data sharing among financial......
Finance, Accounting Providers Power Transformation Trend
Digital News Technology

Finance, Accounting Providers Power Transformation Trend

Business Wire
by Business Wire0
Enterprises are automating financial processes and adding analytics tools, elevating FAO partners to more strategic roles, ISG Provider Lens™ report says Finance and accounting departments around the world are carrying out digital transformations to make processes more frictionless and automated, according to a new research report published by Information Services......
KeyBank Introduces Products & Services to Help Clients Take Further Control of their Finances
Banking News

KeyBank Introduces Products & Services to Help Clients Take Further Control of their Finances

PR Newswire
by PR Newswire0
Launch of enhanced relationship benefits, Key Select Checking, Immediate Funds, and Early Pay helps move consumers forward on their unique financial journeys KeyBank is committed to helping clients move forward on their individual financial journeys, and announced new products and services to enhance the banking experience for consumers on their paths to progress. These enhancements come......
60 Percent of Consumers Turn to Fintech Apps Before Accountants as Digital Adoption Soars
Finance Fintech News

60 Percent of Consumers Turn to Fintech Apps Before Accountants as Digital Adoption Soars

Business Wire
by Business Wire0
Capterra research reveals that banking and payment apps are the most popular, but consumers still seek pros for more complex tasks Fintech apps have simplified financial management and their capabilities are expected to be amplified with AI. According to Capterra’s 2023 Fintech Survey of over 870 consumer fintech users, 60% of respondents......
FreshBooks Invites Accounting Professionals to New Accountant Hub
Finance News

FreshBooks Invites Accounting Professionals to New Accountant Hub

GlobeNewswire
by GlobeNewswire0
FreshBooks, a leading cloud-based accounting software platform built for small business owners and their accountant partners, is pleased to invite accounting professionals to try out its new Accountant Hub, a free to use portal for accountants to effortlessly add, access and manage their client’s information and accounts, all in one place.......
Privat 3 Money Introduces Compelling New Features to its Investment App, Empowering Clients
Investment Services News

Privat 3 Money Introduces Compelling New Features to its Investment App, Empowering Clients

PR Newswire
by PR Newswire0
Privat 3 Money (P3), the UK’s premier WealthTech institution, has announced optimisations to its cutting-edge mobile Investment platform. Following the platforms successful recent launch, P3 has been working tirelessly to enhance the user experience and provide clients with more lucrative financial opportunities. Building upon its commitment to innovation, P3 has......
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