Tag : Claude

Payhawk transforms how finance teams work with new agentic Playbooks
Artificial Intelligence Finance News

Payhawk transforms how finance teams work with new agentic Playbooks

GlobeNewswire
by GlobeNewswire0
The Fall ’26 Edition further enhances Payhawk’s AI Office of the CFO and introduces Playbooks: ready-made procedures that handle recurring finance tasks inside Claude and ChatGPT, reducing manual work for finance teams. Customers can also access all Payhawk data from their preferred AI platform using an MCP, and use the......
FINTRX Launches New AI Agent Named "Fin" That Monitors and Integrates Private Wealth Data and Intelligence into Email, Slack, Microsoft Teams, and Calendars
Finance Investments News

FINTRX Launches New AI Agent Named “Fin” That Monitors and Integrates Private Wealth Data and Intelligence into Email, Slack, Microsoft Teams, and Calendars

PR Newswire
by PR Newswire0
FINTRX, the leading provider of private wealth intelligence for asset managers and other investment professionals, introduced an AI agent called Fin that provides access to FINTRX data and intelligence within email, Slack, Microsoft Teams, Outlook and Google Calendar on top of existing AI within the FINTRX platform. Unlike AI tools......
Navatar Introduces Governed AI Framework for Private Equity and M&A, Combining Salesforce CRM, Agentforce and Claude
Finance Investment Services News

Navatar Introduces Governed AI Framework for Private Equity and M&A, Combining Salesforce CRM, Agentforce and Claude

GlobeNewswire
by GlobeNewswire0
New approach enables private equity and investment banking firms to selectively apply frontier-model reasoning while maintaining control over sensitive deal, LP, and portfolio information Navatar announced a governed AI framework for private markets firms that combines Navatar’s purpose-built CRM and AI capabilities with Salesforce Agentforce and Claude. The framework is......
BestEx Research Launches Pulse AI, the World's First AI-Powered Institutional Trading Analytics Platform
Finance News Trading

BestEx Research Launches Pulse AI, the World’s First AI-Powered Institutional Trading Analytics Platform

PR Newswire
by PR Newswire0
Pre-trade analysis including liquidity characteristics and cost estimation and broker-neutral post-trade transaction cost analysis will comprise a complete analytics suite for global futures and equities BestEx Research Group LLC, an independent provider of execution algorithms, trading technology, and trade analytics for global equities and futures, announced the launch of Pulse......
Webull Launches ChatGPT, Claude & Grok Connectors, CLI, and Enhanced MCP to Expand AI-Powered Investing Tools
Artificial Intelligence Finance News

Webull Launches ChatGPT, Claude & Grok Connectors, CLI, and Enhanced MCP to Expand AI-Powered Investing Tools

PR Newswire
by PR Newswire0
New capabilities connect AI applications, AI agents, and developers to Webull’s market intelligence, account insights, and developer tools Webull, a leading online investment platform, announced significant expansions to its AI-powered investing ecosystem, including native connectors for ChatGPT, Claude and Grok, the launch of Webull Command Line Interface (“CLI”), and an......
BrandRank.AI Completes the Initial Closing of a $3 Million Series Seed Financing
Artificial Intelligence Finance News

BrandRank.AI Completes the Initial Closing of a $3 Million Series Seed Financing

EIN Presswire
by EIN Presswire0
Series Seed Financing to Help Brands Win, Defend Trust & Grow Recommendation Share in AI Answer Engines & Build on Averi Acquisition to Drive Enterprise Growth BrandRank.AI, a SaaS platform helping companies measure, protect, and grow brand trust and recommendation share in ChatGPT, Claude, and other “Answer Engines,” today announced......
Billtrust is First AR Platform to Connect Live Invoice-to-Cash Intelligence to Claude and Microsoft Copilot
Artificial Intelligence Finance News

Billtrust is First AR Platform to Connect Live Invoice-to-Cash Intelligence to Claude and Microsoft Copilot

PR Newswire
by PR Newswire0
Finance teams can now ask and receive instant answers about cash flow, invoice aging, and payment risk Billtrust, the B2B Cash Generation Platform, announced the launch of the Billtrust MCP Server, becoming the first AR platform to directly connect live invoice-to-cash intelligence to leading AI assistants via the Model Context......
Strivve Extends Top of Wallet to Agentic Commerce -- Making the Issuer's Card the One the AI Agent Uses
Digital Wallet Fintech News

Strivve Extends Top of Wallet to Agentic Commerce — Making the Issuer’s Card the One the AI Agent Uses

PR Newswire
by PR Newswire0
As AI assistants begin shopping and paying on consumers’ behalf, Strivve gives every credit and debit card issuer — from the largest banks to community credit unions — the technology to be the default card at agentic checkout: automatically, securely, and across the long tail of merchants where households actually......
Theta Lake Announces Integration with the Claude Compliance API
Compliance management News

Theta Lake Announces Integration with the Claude Compliance API

EIN Presswire
by EIN Presswire0
ISO 42001 certified oversight layer for Claude deployments adds new compliance, legal, and risk coverage for highly regulated organizations Theta Lake, named the furthest in vision in the Gartner® Magic Quadrant for Digital Communications Governance and Archiving and to the 2026 Fortune Cyber60 for its ISO certified AI compliance and security......
OneStream Launches AI-Assisted Developer Studio and Agentic Finance Toolkit
Artificial Intelligence Finance News

OneStream Launches AI-Assisted Developer Studio and Agentic Finance Toolkit

PR Newswire
by PR Newswire0
New capabilities open enterprise Finance development to Agentic workflows, modern coding tools, and broader participation beyond traditional developers OneStream, the AI operating system for modern Finance that unifies core financial and operational processes, embedding the governance, context, and control required to make AI work for Finance, announced OneStream Developer Studio and......
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