Tagged: accounting

TaxBit, a Provider of Tax and Accounting Solutions for Digital Assets, Appoints Lindsey Argalas as CEO

TaxBit, the provider of tax and accounting solutions for digital assets, is set to embark on a transformative phase of innovation and expansion with the appointment of Lindsey Argalas as CEO. In this significant leadership transition, Austin Woodward, the current CEO, and Co-Founder, will “transition… Read More

Compliance, Controls Processes Struggle to Add Organizational Value, FloQast Report Claims

FloQast, a provider of accounting workflow automation software created by accountants for accountants, released the results of its latest market research survey, Compliance and Controls: The State of the Industry, in conjunction with the University of Georgia Consumer Analytics program. With only 26% of participants… Read More

Clearwater Analytics, J.P. Morgan Asset Management Integrate Platforms to Support Multi-Asset Trading Solution

Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, and J.P. Morgan Asset Management announced a strategic partnership that will “integrate Clearwater with the MORGAN MONEY global trading platform, allowing permissioned users to easily navigate between both systems.”… Read More

FloQast Introduces Compliance Management Solution for Continuous Audit Readiness, Controls Optimization

FloQast, a provider of accounting workflow automation software created by accountants for accountants, announced the launch of FloQast Compliance Management, an advanced workflow solution that “helps finance, accounting, and internal audit teams centrally manage and integrate compliance into business processes for continuous audit readiness and… Read More

Biz2Credit, CPA.com Introduce SBA 7(a) Loan Processing Capabilities to Online Portal

With the U.S. Small Business Administration (SBA) actively seeking new ways to help small business owners secure financing during the current credit crunch, Biz2Credit and CPA.com have introduced a new SBA 7(a) lending option “to the CPA Business Funding Portal, a cloud-based platform that supports… Read More

Fintech GoCardless, Bluefort to Enable Bank Payments for Microsoft Dynamics 365

GoCardless, a global firm focused on direct bank payments, has partnered with Bluefort, an independent software vendor and Microsoft solutions partner, in order “to offer a simple way for businesses to manage their billing, payments and accounting directly within Dynamics 365.” The newly launched GoCardless… Read More

Fintech Ramp Launches AI-enhanced Tools to Help Businesses Streamline Operations

Ramp, the finance automation platform helping 15,000+ businesses find time and money savings across transactions, bill payments, and accounting, announced Ramp Intelligence: a suite of tools in financial services, driven by AI, designed to solve customer problems. The launch “represents the most significant evolution of… Read More

Accounting Workflow Automation by FloQast Available on SAP Store

FloQast announced that the FloQast Accounting Operations Platform is now available on SAP Store, the online marketplace for SAP and partner offerings. FloQast integrates with SAP S/4HANA and SAP ERP ECC and “allows accounting teams to streamline processes such as reconciliations, documentation requests, and other… Read More

CoinShares Leverages The Network Firm’s LedgerLens to Enhance Transparency in Digital Asset Management

CoinShares (Nasdaq Stockholm: CS), an alternative asset manager specializing in digital assets, has announced “the implementation of LedgerLens, a real-time reserves attestation solution provided by independent accounting firm, The Network Firm.” This blockchain-enabled solution “will offer real-time attestation services for CoinShares’ Exchange Traded Products (ETPs), including… Read More

Trullion Secures an Additional $15M to Expand AI-Enhanced Accounting Tech Portfolio

Trullion, a provider of corporate accounting software, announced the completion of $30m in financing to accelerate its growth and expand its product offerings. The financing reportedly “includes $15 million from its initial Series A round led by Third Point Ventures, and an additional $15 million,… Read More

Fintech ForwardAI Achieves SOC 2 Type II Compliance Certification

ForwardAI, a fintech providing aggregated access to accounting and business data and analysis, announces that it has successfully completed its Service Organization Control (SOC) 2 Type II certification. The SOC 2 Type II audit, “completed by Sensiba San Filippo LLP, further validates ForwardAI’s commitment to… Read More

Majority of Accountants Might Leave their Organization Soon: Survey

FloQast, a provider of accounting workflow automation software created by accountants for accountants, released the results of its latest survey, Controller’s Guidebook: The Great Recalibration – The Role of Technology in Retaining and Recruiting Accountants. Highlighting the impact of the talent crisis, The Great Resignation,… Read More

Confluence Technologies, Investment Accounting Platform FundGuard to Enhance Fund Reporting

Confluence Technologies, Inc., a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced a partnership with FundGuard, the cloud native, AI-powered, multi-asset class investment accounting platform. The partnership will “combine functionality from Confluence’s fund administration platform Unity and Revolution,… Read More

Fintech ForwardAI Announces Release of Precise API V2 to Aggregate Accounting Data

ForwardAI, a Fintech providing aggregated access to accounting and business data and analysis, announces the release of Precise API V2, the update to its streamlined API solution that connects and aggregates accounting data. The Precise API V2 provides financial institutions, fintechs, and lenders “with access… Read More

Accounting Workflow Automation Fintech FloQast to Expand Operations into Australia, New Zealand

FloQast, a provider of accounting workflow automation software created by accountants for accountants, announced its expansion into Australia and New Zealand, with plans to establish and scale a local headquarters in Sydney. With global interest increasing as FloQast establishes itself “as an emerging international leader… Read More

Embedded Finance Workflows Firm Monite Launches Payment Links to Support B2B Platforms Growth

Monite, an API-first embedded finance workflows startup, introduces Invoice Payment Links. It is described as “a hassle-free solution that enables invoicing and accounting platforms to earn two to five times per user by helping their clients to get paid 40% faster.” While many SMBs facilitate… Read More

Recessionary Concerns Turn Up Heat on UK Accounting, Finance Teams, FloQast Report Reveals

Six in ten (63%) UK accounting and finance professionals are “concerned over the accuracy of their company’s monthly financial statements,” according to new research published by FloQast, a provider of accounting workflow automation. Accounting and finance teams are feeling “the pressure of the recessionary environment,… Read More

Cash App Selects TaxBit to Streamline Cryptocurrency Tax Reporting

TaxBit, the tax and accounting provider for digital assets, announced it has been selected by Cash App in order “to help provide the necessary crypto tax forms to the 10+ million Cash App users who have bought or held Bitcoin since 2019.” Lindsey Argalas, COO… Read More

Funding Circle, Sage to Streamline Financing for Small Businesses

Funding Circle (LSE:FCH) has announced a partnership with Sage, a firm focused on accounting, financial, HR, and payroll technology for small and mid-sized businesses (SMBs). The collaboration “makes it simpler for small businesses to secure funding.” With the incorporation of Sage Accounting and Funding Circle’s… Read More

UK’s iwocaPay Integrates with Quickbooks to Become “First” B2B BNPL Solution for Cloud Accounting Software

iwoca is announcing the integration of its B2B payment solution iwocaPay with Quickbooks’ accounting software package – this makes it “the first invoice checkout integration with a BNPL option for businesses that integrate with QuickBooks.” Quickbooks supports UK businesses “with their accounting needs via a… Read More

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