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Features Offers AI-assisted document import, financialanalysis, and document generation Includes extensive configuration capability to support each FI’s workflows Eliminates the need for an expensive third-party CRM Who’s it for?
While APIs do allow some level of interoperability, the extracted data often needs to be converted into a suitable format that might often require manual intervention - e.g. preparing a CSV file to import CRM data into Salesforce. This could include populating CRM systems, accounting software, or business intelligence tools.
Human errors are not uncommon, and the time spent rectifying these mistakes could be better utilized for strategic financialanalysis and decision-making. In addition to the factors mentioned above, it's crucial to conduct duediligence and thorough research into various software options.
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