EBizCharge

JUNE 3, 2024

In the fast-paced world of modern commerce, efficient payment processing is essential for successful transactions. Epicor, a global provider of industry-specific business software, carries an arsenal of tools and features to enhance productivity and profitability by integrating all facets of a business into one easy-to-use platform.

Process 52

Process Payment APIs and Integration Payments Disputes 52

Stax

JANUARY 29, 2024

In today’s fast-paced business landscape, efficient and seamless payment processing is paramount to your bottom line. However, staying focused on the big picture can be challenging if your business is bogged down by repetitive payments and intricate billing procedures—both common hurdles for a billing system with inadequate functionality.

Payment APIs and Integration 88

Payment APIs and Integration Payment Gateways Gateways Automation 88

EBizCharge

MAY 14, 2024

Automated billing transforms how businesses handle their finances, offering a seamless and error-free approach to invoicing and payments. Automated billing is a process that enables businesses to handle their invoicing and payment collection with minimal manual intervention. What is automated billing? How does automated billing work?

Automation 52

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

PYMNTS

JUNE 12, 2018

B2B eCommerce software provider OroCommerce is integrating payments capabilities into its platform through a new collaboration with Limonetik. A press release issued Monday (June 11) revealed OroCommerce is turning to the cross-border payments FinTech to provide payment services for its corporate customers via API.

B2B 53

B2B Payment APIs and Integration Cross-Border Payments Cross-Border 53

Nanonets

JUNE 6, 2024

Salesforce is a leading customer relationship management (CRM) platform empowering businesses to connect with customers in innovative ways. Automated systems validate and cross-check information, reducing the likelihood of errors and maintaining the integrity of the data. Configure the integration settings within Salesforce.

Automation 52

Automation Payment APIs and Integration Rules Process 52

Nanonets

JANUARY 17, 2024

And don’t get me started on bulk data transfers – unless you've got the patience and skill to master the art of reading and replicating API documentation for each app in your Zap, you might find yourself in a bit of a pickle. Offers 1,000+ app integrations and a vast selection of templates. for 750 tasks.

Payment APIs and Integration 52

Payment APIs and Integration Automation CRM API 52

EBizCharge

OCTOBER 25, 2023

BigCommerce for B2B allows businesses to establish customer accounts and provides flexible payment options, such as price lists and custom pricing, to cater to the needs of different buyer tiers. Data synchronization is another crucial feature of BigCommerce, as it seamlessly integrates with various business systems like ERP and CRM software.

B2B 52

B2B Payment APIs and Integration CRM On-Demand 52

Stax

JANUARY 17, 2024

Automated Clearing House (ACH) payments are a type of electronic bank-to-bank payment system in the US. Unlike payments facilitated by card networks like Visa or Mastercard, ACH payments are managed by a body called the National Automated Clearing House Association (NACHA). Let’s get started.

ACH 88

ACH Facilitators ISVS Payment APIs and Integration 88

Nanonets

APRIL 29, 2024

Imagine you're a financial manager at a bustling enterprise, entrusted with the responsibility of ensuring the accuracy and integrity of your company's financial records. From multiple currencies to diverse payment methods, the sheer volume and variety of transactions make manual reconciliation prone to errors and delays.

Reconciliation 52

Reconciliation Payment APIs and Integration Regulatory Compliance Compliance 52

Nanonets

NOVEMBER 9, 2023

Then, the order is validated, errors are identified and corrected, and the order details are exported to the CRM (Customer Relationship Management) or ERP (Enterprise Resource Planning) system. Order entry automation combines OCR, AI, APIs and integrations, and predefined workflows to automate the entire order entry process.

Automation 59

Automation Payment APIs and Integration CRM Process 59

Nanonets

DECEMBER 4, 2023

The system's automated workflows and integrations unite different platforms, allowing data to move effortlessly through each order processing stage. Typically, the process begins with an order being placed digitally and ends with the successful delivery and payment for the product or service.

Automation 52

Automation Process Payment APIs and Integration Returns 52

Stax

FEBRUARY 15, 2024

The writing on the wall is clear—businesses need to start accepting digital payments and software providers need to start offering payment services one way or another. In this article, we’ll break down two popular terms used in the payment processing industry—ISV and PayFac —and see what they exactly mean.

ISVS 88

ISVS Facilitators ISOs Payment APIs and Integration 88

Nanonets

JUNE 27, 2023

In addition to facilitating data management, effective document processing enables the integration of heterogeneous systems like ERP, WRM, SCM, and CRM, empowering informed decision-making and fostering business intelligence in this sector. AI-based OCRs can also integrate with multiple systems.

Payment APIs and Integration 52

Payment APIs and Integration AI Automation Process 52

Stax

MARCH 19, 2024

Business owners are increasingly showing an overwhelming preference for SaaS platforms with embedded payment capabilities as part of their offerings. Manual payment processing and disconnected software and payment solutions are dying out, and research by Sifted shows that the integrated financial services market will grow to $3.6

Payment APIs and Integration 88

Payment APIs and Integration Embedded Payments Payments Online and Mobile Banking 88

Nanonets

DECEMBER 21, 2023

Order capture is the process of receiving, validating, and recording customer orders from across channels to facilitate efficient fulfillment. This involves receiving the order from the customer, validating the customer's information and payment method, and then recording the order in your system.

Database 52

Database Payment APIs and Integration Automation Process 52

Nanonets

FEBRUARY 28, 2024

Through this rigorous organization, it provides an essential snapshot, offering a comprehensive view of the company's financial health and facilitating detailed financial analysis and reporting. For this instance, a given transaction is for a monetary payment from a customer account to ABCDEFGH Software.

Automation 52

Automation Payment APIs and Integration Accounts Transactions 52

Stax

MARCH 21, 2024

SaaS services are also used in customer relationship management (CRM), human resources management, analytics, and communication. In this article, we’ll explore the many benefits of SaaS and how to implement SaaS payments. Because of their many benefits, businesses have realized the need for implementing SaaS payments as well.

Payment APIs and Integration 88

Payment APIs and Integration Payment Gateways Payments Gateways 88

EBizCharge

MAY 20, 2024

The NetSuite platform provides a suite of tools for accounting, inventory management, supply chain operations, and customer relationship management (CRM), promoting scalability and allowing for the integration of various functions into a single, unified system. What kinds of tools and features does NetSuite offer?

Process 52

Process PCI DSS Processors Payment APIs and Integration 52

Nanonets

JUNE 15, 2023

Approval and Payment : The invoice was forwarded to the relevant department head for approval. Upon approval, the invoice was returned to the AP team for payment processing. The firm integrated Optical Character Recognition (OCR) and automated workflow technologies into its operations. This step was prone to human error.

Automation 52

Automation Payment APIs and Integration Audit Process 52

Nanonets

MAY 20, 2024

You can now automate data extraction, integration, and analysis, enabling your team to focus on high-value activities and deliver meaningful results faster. A data workflow is a structured process for combining data from various sources and formats into an integrated data set.

Automation 59

Automation Payment APIs and Integration CRM AI 59

Nanonets

NOVEMBER 14, 2023

Imagine having a top-tier Sales CRM software that acts like a digital maestro, orchestrating every step of your sales process with precision and ease. So buckle up as we journey through a curated selection of management CRM software designed to sharpen your competitive edge. That's what we're diving into today.

CRM 52

CRM Payment APIs and Integration Automation Facilitators 52

Nanonets

DECEMBER 17, 2023

SendGrid provides features like email templates, analytics, and scalability, enhancing the ease with which businesses can integrate email functionality into their applications and communication strategies.   SendGrid facilitates easy setup of transactional emails for online products or eCommerce sites.

Automation 52

Automation Payment APIs and Integration API Authentication 52

Nanonets

FEBRUARY 26, 2024

It is fast, accurate, easy to use, allows users to build custom OCR models from scratch, and has some neat Zapier integrations. Digitize documents, extract data fields and integrate with your everyday apps via APIs in a simple, intuitive interface. This improves document management and facilitates quick access to critical data.

Accounts 52

Accounts Payment APIs and Integration Automation Multi-Currency 52

Nanonets

APRIL 30, 2024

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.

AI 52

AI Due Diligence Automation Use Case 52

Nanonets

JULY 21, 2023

To ensure the integrity of financial data, accountants and bookkeepers rely on the general ledger account reconciliation process. Acting as a centralized platform, it retrieves data from the general ledger and compares it with bank statements and invoices, facilitating accurate and swift account reconciliation.

Reconciliation 52

Reconciliation Payment APIs and Integration Automation Audit 52

Nanonets

JANUARY 17, 2024

According to a recent report, the global expense management software market is projected to grow significantly in the next five years , driven by a surge in demand for automated and integrated financial solutions. And let's not forget about integration issues. But achieving seamless integration is often easier said than done.

Payment APIs and Integration 52

Payment APIs and Integration Compliance Automation Audit 52

Nanonets

MAY 22, 2023

These third-party integrations and add-ons serve to enhance the productivity and efficiency of businesses using Zendesk tools. Take, for instance, an app that enhances communication by integrating multiple channels into one interface. Some apps may require an API key or other credentials.

Payment APIs and Integration 52

Payment APIs and Integration Database Automation Bots 52

Fintech Labs Insights

APRIL 24, 2017

Digitization and innovations in workflow automation and data integration are among the biggest trends driving much of mortgagetech. For mortgage application process facilitators, digitization has been perhaps the single most significant technological innovation. Automation, Open APIs and Ellie Mae’s Innovation in Loan Servicing.

Automation 23

Automation Payment APIs and Integration API Audit 23

CB Insights

MARCH 13, 2019

Company Description: San Francisco’s Plaid Technologies builds user-friendly APIs and tools for financial institutions. . Services include a CRM, report generation, and marketing tools. Payments are sent within days, and users can sign up for job notifications and other resources. Plaid Technologies. Valuation: $2.65B.

Online and Mobile Banking 77

Online and Mobile Banking Automation Payment APIs and Integration Technology 77

Nanonets

JUNE 12, 2023

Through a concept known as "Zaps," the software allows seamless data integration across multiple platforms such as Gmail, Slack, Dropbox, and many more. However, with OCR and Document Data Extraction, the contents of the emails could be automatically read and categorized, facilitating the sorting and response process.

Payment APIs and Integration 52

Payment APIs and Integration Automation CRM Process 52

Nanonets

JANUARY 16, 2024

Workflow automation software like Nanonets takes the concept a step further by integrating advanced technologies such as natural language processing and large language models (LLMs). This step involves integrating these tools with existing systems and applications involved in the workflow.

Automation 52

Automation Payment APIs and Integration Process CRM 52