EBizCharge

JUNE 6, 2024

Microsoft Dynamics 365 is a comprehensive suite of cloud-based business applications that help organizations manage and automate their customer relationships, operations, financials, and more. This instantaneous access to transactional data serves as a foundation for comprehensive financial analysis and facilitates strategic planning.

Credit Cards 52

Credit Cards Process Payment Gateways Gateways 52

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. In light of these factors, digital document/data processing and management have become paramount.

Payment APIs and Integration 52

Payment APIs and Integration AI Automation Process 52

Nanonets

MARCH 30, 2023

Financial analysis : IDP can be used to extract data from financial documents such as bank statements, credit reports and loan applications. This can help to automate the process of financial analysis and also to reduce the risk of errors and inaccuracies.

Process 52

Process Automation Compliance Volume 52

Nanonets

FEBRUARY 28, 2024

This meticulous document serves as the foundation for a company's financial statements, categorizing and recording each transaction. 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.

Automation 52

Automation Payment APIs and Integration Accounts Transactions 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

FEBRUARY 8, 2024

Bringing together the ease of finalizing legal contracts with the robust financial data from QuickBooks will allow your accounting and finance leaders to close deals, source new vendors, and secure investments from anywhere. With Dext and QuickBooks, you can work confidently knowing that every last detail will be perfect.

Payment APIs and Integration 52

Payment APIs and Integration Payroll Credit Cards Online and Mobile Banking 52

The Finance Weekly

JULY 19, 2022

FP&A stands for "financial planning and analysis," and is the backbone of the modern finance department. It’s the budgeting, financial forecasting, financial analysis, and decision-making that support an organization's health and strategy. What is FP&A? 3 Key Pointers.

CRM 96

CRM Finance Database Automation 96

PYMNTS

SEPTEMBER 3, 2019

As B2B commerce technology continues to progress, Smith said there would be opportunities for more technology to step in and improve the pricing and financial analysis space for B2B companies.

B2B 60

B2B B2C Agreements Automation 60

Stax

JANUARY 23, 2024

There are far too many to mention here, but some of the most beneficial integrations include: CRM systems Time tracking tools Reporting tools Ecommerce platforms Email marketing tools Point-of-sale systems Inventory management Debtor tracking. Integrations Xero can integrate with over 1,000 third-party platforms.

Accounts 88

Accounts Payment APIs and Integration Online and Mobile Banking Payroll 88