Tag : data entry

Digital Accelerant Helps Trade Show Exhibitors Turn Booth Conversations into Measurable Revenue
News Trading

Digital Accelerant Helps Trade Show Exhibitors Turn Booth Conversations into Measurable Revenue

EIN Presswire
by EIN Presswire0
Interactive video business cards and real-time lead capture help exhibitors modernize follow-up at conferences and live events. As trade shows, conferences, and live events continue to play a central role in business development, many exhibitors are re-evaluating how effectively booth conversations translate into measurable post-event results. Digital Accelerant, a visibility......
Canopy Unveils Native AI-Powered Smart Intake Capability to Eliminate Client Friction
Analytics Artificial Intelligence Fintech News

Canopy Unveils Native AI-Powered Smart Intake Capability to Eliminate Client Friction

Business Wire
by Business Wire0
Smart Intake is the first AI-powered solution built into an all-in-one practice management platform Canopy, the leading all-in-one practice management platform built for modern accounting firms, announced Smart Intake, a fully native solution that transforms client intake and tax workflow with AI-powered questionnaires, featuring intelligent prefill, dynamic document checklists, and......
Jump and eMoney Streamline Advisor Workflows with New Data Integration
Artificial Intelligence Fintech News

Jump and eMoney Streamline Advisor Workflows with New Data Integration

Business Wire
by Business Wire0
New integration streamlines meeting follow-ups and financial plan updates—saving time, reducing errors and improving advisor efficiency Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a new integration with eMoney Advisor, a leading provider of technology solutions and services dedicated to helping......
Mindcore Technologies Simplifies NetSuite Integration Across CRM, E-Commerce, and Accounting Platforms
E-commerce Fintech News

Mindcore Technologies Simplifies NetSuite Integration Across CRM, E-Commerce, and Accounting Platforms

EIN Presswire
by EIN Presswire0
New Guide Shows Businesses How to Unlock the Full Power of NetSuite Through Seamless Integration with Core Business Systems Mindcore Technologies, a leading IT and cloud solutions provider, has released a new educational guide detailing how organizations can fully integrate NetSuite with essential business systems, including CRM, e-commerce platforms, and accounting tools. This......
Zocks and eMoney Launch AI-Powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning
Artificial Intelligence Fintech News

Zocks and eMoney Launch AI-Powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning

Business Wire
by Business Wire0
Advisors can now automate fact-finding, follow-ups, and plan updates with bi-directional data sync between Zocks and eMoney Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a direct integration with eMoney Advisor (eMoney), a leading provider of technology solutions and services that help......
Routable’s Newest AI Innovation Expands on Invoice Automation to Predict Bill Codes, Saving Time for Accounts Payable Teams
Artificial Intelligence Digital Payments Fintech News

Routable’s Newest AI Innovation Expands on Invoice Automation to Predict Bill Codes, Saving Time for Accounts Payable Teams

Cision PRWeb
by Cision PRWeb0
New AI features make manual bill coding a thing of the past Routable, the leading accounts payable automation platform, announces its newest AI features, following the Sage Future conference in Atlanta: predictive bill coding. This feature expands on Routable’s robust invoice automation solutions for an end-to-end invoice processing experience. “The promise of OCR has long......
YCharts Expands Relationship with LPL Financial Through ClientWorks Integration
Fintech Investment Services News

YCharts Expands Relationship with LPL Financial Through ClientWorks Integration

Business Wire
by Business Wire0
YCharts, a leading client engagement and investment research platform trusted by financial advisors and investment professionals across North America, has expanded its relationship with LPL Financial by launching a direct integration with ClientWorks, LPL’s advisor technology platform. This enhancement streamlines workflows, reduces manual data entry, and improves client engagement for......
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