AvidXchange

FEBRUARY 11, 2022

We’re taking a look at the current state of AP in banks and how key financial services industry trends are predicted to impact the way they manage their invoicing and payments to better serve their business in 2022 and beyond. Explore AvidSuite for Financial Services: Your end-to-end purchase to pay solution 3.

Accounts Payable 52

Accounts Payable Accounts Payable Financial Services AP 52

Accounting Today

JULY 11, 2023

A financial services company headquartered in Los Angeles has bought a forensic accounting and litigation consulting firm based in Detroit.

Financial Services 189

Financial Services Accounting Accounting 189

Accounting Today

OCTOBER 20, 2023

Collins is "not a fit and proper person to provide financial services" and it is in the public interest for him to be barred from working in the sector, the Australian Securities and Investments Commission said in a statement.

Financial Services 159

Financial Services Tax 159

Accounting Today

SEPTEMBER 8, 2023

Indiana CPA Society adds five to board of directors; Eide Bailly Financial Services becomes Eide Bailly Wealth; and more news from across the profession.

CPA 165

CPA Financial Services 165

Perficient - Accounts Receivable

AUGUST 2, 2017

Good day and greetings from the Financial Services area. Even though I post under the category of Financial Services, I try to find a balance between business sensibilities but also try to inject some personality and perspective.

Financial Services 52

Financial Services Accounts Receivable Accounts Receivable Account Receivables 52

SAP Accounts Payable

DECEMBER 10, 2019

New artificial intelligence technologies are in the process of fundamentally transforming the financial services market. AI is truly disrupting the sector with “ frontrunner financial services firms achieving companywide revenue growth of 19% directly attributable to their AI initiatives ”. By Ivona Crnoja and Nik Sacher.

Financial Services 52

Financial Services Accounts Payable Accounts Payable Accounting 52

Cloud Accounting Podcast

SEPTEMBER 19, 2019

Sponsor Podchaser: [link] Show Notes 01:41 – General Counsel Slavkin describes Cachet Financial Services as a sort of third-party vendor for payroll processing companies. 16:21 – Lesson learned: ABC - Always Be Cautious. Times Union 33:30 – Was this a crime of desperation, or a crime of greed? We appreciate you!

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Financial Services Payroll Deposits Accounting 40

Intuit

JUNE 16, 2023

Winning new customers : Expanding the CDR could facilitate better credit assessments and alternative payment methods in the financial services sector. There is additional potential to help small businesses by integrating customer relationship management (CRM) data with other software.

Financial Services 242

Financial Services Data Entry Invoicing Tax 242

CloudZero

OCTOBER 17, 2023

Capital One offers a variety of financial products, such as credit cards, financial accounts, and auto financing. Now, Capital One might appear as a leading financial institution. But it views itself as a technology company that provides financial services — rather than a financial services company that uses technology.

Financial Services 69

Financial Services Financial Accounting Accounting Accounting 69

Xero

JULY 28, 2022

Financial services at Xero empower small businesses and their advisors to take control of their cash flow and financial future by providing trusted insights and services. In our customer series we highlight small businesses using financial services to make their life easier. .

Bookkeeping 203

Bookkeeping XERO Invoicing Financial Services 203

Tipalti

JUNE 27, 2023

When it comes to making global payments, you need a financial services company that will meet the organization's needs. Here we compare Payoneer vs PayPal and consider which one of these payment options might work best for you.

Financial Services 97

Financial Services 97

Insightful Accountant

JULY 9, 2023

Insightful Accountant Publisher Gary DeHart and RLJ Financial Services' Caleb Jenkins talk "Scaling New Heights 2023." Check out the latest edition of the Accounting Insiders' podcast.

Accounting 72

Accounting Accounting Financial Services 72

Insightful Accountant

SEPTEMBER 19, 2023

RLJ Financial Services' Caleb Jenkins explains the power of real-time AI insights to preempt issues, spot trends and provide invaluable, forward-looking counsel. Make sure you sign up today.

Financial Services 59

Financial Services 59

Sage Intacct

JANUARY 9, 2023

Recently, I sat in on a financial-services session at our annual Sage Transform conference for Sage Intacct customers and partners. The session focused on family offices and one of the panelists, a CFO at a firm with dozens of multiple entities, described her journey building the firm’s financial tech stack.

Financial Services 111

Financial Services 111

Xero

APRIL 27, 2023

The winners are: UK Partner Awards Sole Practitioner of the Year – Adams O’Rourke Accountants Small Firm of the Year – Tennick Accountants Mid-size Firm of the Year – Sempar Accountancy and Tax Large Firm of the Year – Accounts and Legal National Firm – Azets Bookkeeping Partner of the Year – Fresh Financials (..)

XERO 217

XERO Account Bookkeeping Bookkeeping Accounting 217

Plooto

MARCH 12, 2023

On Friday, the California Department of Financial Protection and Innovation (DFPI) closed Silicon Valley Bank ("SVB") and appointed the Federal Deposit Insurance Corporation (FDIC) as the receiver. In addition, the Federal Reserve, FDIC, and U.S.

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Deposits Financial Services 98

Xero

APRIL 12, 2023

The world of embedded finance is evolving quickly, so it’s important that you understand embedded finance and feel ready to embrace new financial services on offer. Are you ready to embrace embedded finance? Buy now, pay later options are really just the tip of the iceberg.

XERO 260

XERO Invoicing Accounting Software Financial Services 260

Intuit

MARCH 15, 2023

Beyond the four walls of our enterprise, we are committed to scaling our efforts across the communities we serve, and we continue to work closely with partners in the fields of education, financial services, and small business to further meaningful climate action.

Financial Services 221

Financial Services Collections 221

Xero

JUNE 1, 2022

Gina Bianchi – Founder, Bianchi Financial Services Group. They join our current XPAC members: Farook Maya – Partner, Maya & Associates. Anne Southworth – Software Project Leader and Trainer, Cain Watters. Michael Ly – CEO, Reconciled. John Delalio – Managing Director, EisnerAmper.

XERO 244

XERO Bookkeeping CPA Reconciling 244

AvidXchange

JULY 14, 2022

We chose AvidXchange because of their expertise and experience in financial services and their ability to meet our expectations and deliver on their promises,” said McHale. They also implemented AvidPay, AvidXchange’s payment automation software.

Accounts Payable 52

Accounts Payable Accounts Payable AP Accounting 52

AvidXchange

OCTOBER 14, 2022

Although the possibility of a recession poses challenges to many industries, it uniquely affects the financial services industry. Financial services institutions are the gateway to our economic world and a recession can cause damage through credit and investment losses and reductions in business.

AP 52

AP Financial Services Accounts Payable Accounts Payable 52

Xero

JULY 18, 2022

Financial Services App of the Year. Small Business of the Year. Emerging Small Business of the Year. Sole Trader of the Year. For app partners , there are a number to choose from: Emerging App of the Year. Small Business App of the Year. Practice App of the Year.

XERO 218

XERO Bookkeeping Financial Services Accounting 218

RevCycle

NOVEMBER 15, 2023

Providing omni channel communication options, simplified self-service options and up-front financial services can reduce consumer apprehension and improve patient satisfaction. From a healthcare provider perspective, it is imperative to ensure the revenue cycle is efficient, and easy to navigate for consumers.

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Revenue Cycle Billing Financial Services Collections 98

Xero

APRIL 16, 2023

With an ecosystem of more than 1,000 connected apps you can plug into Xero, they can help manage everything from automated invoicing and reporting, through to cash flow forecasting and financial services. We’ve rounded up just a few useful apps that we think can help take your business to the next level.

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XERO Accounts Payable Accounts Payable Invoicing 187

Gaviti

JUNE 6, 2023

What Are the Pros of Shared Financial Services? What Are the Cons of Shared Financial Services? Despite its apparent benefits, sharing financial services has some potential downsides. How Can Gaviti Boost Collections for Organizations With Shared Financial Services?

Invoicing 52

Invoicing Financial Services Accounts Receivable Accounts Receivable 52

Xero

NOVEMBER 13, 2022

Earlier in 2022, we deepened our partnership with Asia’s leading financial services group. However, traditional loan applications weren’t designed with small businesses in mind – something Xero and DBS Bank have set out to change. .

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XERO Financial Services Bookkeeping 130

Xero

FEBRUARY 15, 2023

We’ve seen a radical transformation in financial services over the past decade, largely driven by demand for fast, simple access to financial products inside the platforms and tools you already use, with access to funds and functionality instantly and digitally being a main driver.

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XERO Invoicing Financial Services Collections 222

Future Firm

SEPTEMBER 19, 2023

inDinero inDinero is a company that offers accounting software and financial services, specializing in accounting and financial software solutions. Wiss For over six decades, Wiss has provided accounting and financial services to various organizations and enterprises.

Accounting 98

Accounting Accounting Bookkeeping CPA 98

XY Bean Counters

JUNE 28, 2022

Keeping your books clean and up to date is important, especially in the highly regulated financial services industry. 4 MIN READ So you’ve got your books set up, perhaps in one of our Set-up & Training Workshops , now what?

Bookkeeping 52

Bookkeeping Financial Services Small Business Bookkeeping Business Bookkeeping 52

XY Bean Counters

JUNE 28, 2022

Keeping your books clean and up to date is important, especially in the highly regulated financial services industry. 4 MIN READ So you’ve got your books set up, perhaps in one of our Set-up & Training Workshops , now what?

Bookkeeping 52

Bookkeeping Financial Services Small Business Bookkeeping Business Bookkeeping 52

Xero

SEPTEMBER 27, 2022

Asia’s leading financial services group,DBS bank was Xero’s first banking partner in Singapore to offer API integrated bank feeds, which gives small businesses greater visibility and control over their finances with automatic bank updates. Here are a few that you can expect to meet.

XERO 174

XERO Payroll Accounts Payable Accounts Payable 174

Future Firm

AUGUST 2, 2023

AcuWise Financial Solutions Network Inc Quantum Balance Financial Strategies USA Omega Numeric Tax Mastery Group Optima Pro Tax and Financial Services Association Etc. Look at the examples below and imagine how difficult for these to be marketed.

Accounting 52

Accounting Accounting Tax Auditing 52

Nolan Accounting Center

OCTOBER 15, 2023

If your business is located in Southeast Wisconsin, Nolan Accounting can help with your company’s financials. We offer a variety of financial services including accounting, bookkeeping, payroll, and tax prep. In this article, we’ll explain the three types of financial forecasting, as well as the steps involved.

Account Bookkeeping 104

Account Bookkeeping Budgeting Bookkeeping Accounting 104

Cloud Accounting Podcast

NOVEMBER 21, 2023

Billion Deal for Melio [link] Bill Holdings stock sinks amid report of $1.95B deal talks for Melio. (02:03) Billion Deal for Melio [link] Bill Holdings stock sinks amid report of $1.95B deal talks for Melio.

QuickBooks 52

QuickBooks Billing Auditing CPA 52

Xero

SEPTEMBER 8, 2022

Ian Boyd, EGM – Global Partnerships, was joined on stage by Leigh O’Neill, EGM – Financial Services, and Patrick Frigo, Partnerships Director AU/NZ – Ecosystem and App Store, to discuss our partner community, which is the lifeblood of the Xero platform, and how we’re working together with our partners to build for the future.

XERO 200

XERO Bookkeeping Account Bookkeeping Payroll 200

CapActix

MARCH 16, 2023

What are outsourced CFO services? Outsourced CFO (Chief Financial Officer) services refer to the practice of hiring a professional financial expert or a team of experts who work remotely to provide financial services and advice to businesses.

Financial Reporting 98

Financial Reporting Financial Operations Financial Operations Financial Analysis 98

Xero

FEBRUARY 5, 2023

For the Stream Working Capital Transaction Account view CommBank’s Business Savings and Transaction Accounts Terms and Conditions , Financial Services Guide , the Electronic Banking Terms and Conditions and the Target Market Determination , you should consider these before making any decisions about these products.

XERO 182

XERO Invoicing Accounting Accounting 182