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FinovateFall 2024 Sneak Peek Series: Part 2

Finovate

Financial institutions offering products of their own or through partnerships with fintechs in a digital environment. FinTech Insights FinTech Insights is an AI-powered competitive analysis platform for banks and fintechs. Launch is an all-new offering of their proven dispute management system.

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Integrating Accounting with Salesforce: A Complete Guide to Streamlined Financial Management

EBizCharge

Therefore, businesses can optimize their financial processes by learning how to utilize accounting functions within Salesforce. By adding an accounting application to Salesforce, an enterprise can enjoy a unified system that combines the sales process, customer records, and financial management. What is Salesforce?

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Drivetrain FP&A Reviews

The Finance Weekly

The platform aims to centralize planning and decision-making across the organization and is designed to integrate with various systems beyond typical ERP, CRM, and HR platforms, including business intelligence solutions like Tableau and tools such as AWS Cost Explorer. Drivetrain Cons However, every product has its disadvantages.

CRM 52
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Harnessing AI to extract data from PDF

Nanonets

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
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A Buyer’s Guide for the Top 10 FP&A Software 2022

The Finance Weekly

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
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In B2B, Data Integration Makes Sure The Price (Data) Is Right

PYMNTS

According to Smith, there are three significant challenges for B2B sellers when pricing their products. Those pricing agreements only happen after a sale has been made and an invoice has been issued reflecting the original price of products.

B2B 60
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The 18 Best QuickBooks Add-Ons Broken Down QB Desktop & Online

Nanonets

With newfound productivity and time-savings provided by Nanonets, the possibilities are limitless. 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.