The Finance Weekly

FEBRUARY 11, 2024

Typical Hurdles in Handling Accounts Receivable Accounts Receivable is the money that a business is waiting to receive from customers for products or services already provided. Billing Mistakes Errors such as wrong amounts, duplicate invoices, or missed invoices are more likely with manual invoicing.

Accounts 52

Accounts Duplicate CRM Automation 52

PYMNTS

APRIL 9, 2020

All the data locked in a CRM/POS system is made available to the store associate so that recommendations and interactions are informed by data. It also has a new video-call feature that gives shoppers images of products in real time. Associates can then interact in a manner that duplicates the in-store experience.

Duplicate 52

Duplicate CRM Authentication Rules 52

Nanonets

MAY 10, 2023

Intelligent workflow automation can save time, boost production, and cut expenses. When done, this kind of automation needs to be a simple procedure that is carried out frequently to increase productivity on a day-to-day basis. Create Your Workflow Businesses lose millions of dollars each year due to inefficiency, which is no secret.

Automation 98

Automation Rules Procedures Process 98

PYMNTS

FEBRUARY 22, 2018

Without a doubt, small businesses (SMBs) have more choice than ever before when adopting new technologies, and many of those new tools, from accounting to customer relationship management (CRM), are streaming in as Software-as-a-Service (SaaS). FinTech shows no signs of slowing down the creation of new SaaS products for small firms, however.

API 54

API Small Business CRM B2B 54

Nanonets

JULY 5, 2023

For example, the data may be extracted as CSV files to be input into CRM software for customer management. Email extractors can extract data from emails in the following ways: Lead generation An email extractor helps with lead generation, checking for duplicate data, and validating contacts scraped from various sources.  

Automation 52

Automation API Database Duplicate 52

Nanonets

JANUARY 11, 2024

Avoid duplicates by submitting orders through the Process Orders page in Settings > Integration > Integration Partners > QuickBooks Online. Product Mapping: Send products from orders to either map to or create new non-inventory product records within QuickBooks. Some key features are,   1.

API 52

API Automation Database Point-of-Sale (POS) 52

FloQast

JANUARY 22, 2024

If operating in multiple locations or selling multiple products, the software can disaggregate your report, giving you a clearer picture of each segment’s performance. Automation Leads to Better Productivity This should be obvious. With improved efficiency, productivity often sees an uptick.

Automation 52

Automation Reconciliation Audit Accounts 52

Nanonets

NOVEMBER 14, 2023

  They offer a way to use the data productively.  Producing a single kilogram of paper requires 2-3 times its weight in trees, not to mention the significant amount of water and energy used for production.  Benefits: Enhances productivity, quick content searches, customizable plans with bespoke pricing.

Automation 52

Automation Facilitators Compliance Audit 52

Nanonets

MARCH 20, 2023

AP automation software that is available off the shelf today is either a standalone product or part of a full stack accounting ERP. There are a variety of AP tools available today, with varying levels of functionalities and features.

Accounts 52

Accounts Payment APIs and Integration Multi-Currency Automation 52

Nanonets

SEPTEMBER 21, 2023

Benefits of ERP for small businesses include streamlined operations, enhanced productivity, improved decision-making, and better customer service. This allows small businesses to automate manual processes, eliminate duplicate data entry, and reduce the risk of errors.

Small Business 40

Small Business Automation Risk Process 40

EBizCharge

MAY 14, 2024

This integration allows the software to efficiently monitor service usage or product purchases and automatically trigger invoicing based on the predefined billing model and payment terms. Service/product tracking: It tracks the usage or purchase of products and services tied to each customer.

Automation 52

Automation Payment APIs and Integration Best Practices Online and Mobile Banking 52

Nanonets

FEBRUARY 19, 2024

Find out how Nanonets' use cases can apply to your product. Code-free setup : You can streamline document processing workflows and integrate seamlessly with your existing systems, such as CRM, ERP, and RPA, without any coding. Also, check out the leading alternatives to Nanonets.

Automation 52

Automation AI Volume Checks 52

Nanonets

MARCH 4, 2024

Find out how Nanonets' use cases can apply to your product. Code-Free Setup : You can streamline document processing workflows and integrate seamlessly with your existing systems, such as CRM, ERP, and RPA, without coding. Get Started Schedule a Demo Other notable mentions include Readiris , Infrrd, and Hypatos.

Legal 52

Legal Automation Laws AI 52

Nanonets

APRIL 16, 2023

This includes operations like: Inventory management Analytics and reporting Project management Employee performance CRM - customer relationship management Source: compact.nl You can use data from the AP system to set and revisit productivity metrics (like Key Performance Indicators (KPI)).

Automation 52

Automation AI Accounts Reconciliation 52

Nanonets

JANUARY 17, 2024

Imagine a mid-sized tech company, let's call it 'InnovateX' They’re doing well, growing fast, and their product is a hit. In a world where your expense management system needs to talk to your accounting software, your ERP system, and maybe even your CRM, integration is key. Let's take a practical example.

Payment APIs and Integration 52

Payment APIs and Integration Compliance Automation Audit 52

Nanonets

JULY 21, 2023

SolveXia SolveXia is a no-code automation solution designed to optimize team productivity and automate financial close processes. Through its comprehensive automation capabilities, BlackLine empowers businesses to optimize their financial operations, streamline processes, and achieve greater productivity in their financial close activities.

Reconciliation 52

Reconciliation Payment APIs and Integration Automation Audit 52