Tagged: accounting

June 18, 2023 @ 12:26 pm By Omar Faridi  |  

Paro, a Chicago-based startup disrupting the way companies access on-demand finance and accounting expertise, announced it raised $25 million in Series C funding to further “develop its platform supporting freelance experts and continue its expansion with enterprise clients.” The investment round was “led by Top… Read More

June 15, 2023 @ 12:48 pm By Omar Faridi  |  

Umpqua Bank announced the rollout of Integrated Receivables, a “powerful” cloud-based platform for business customers that will help accounting departments “streamline the processing of high volumes of invoiced payments each month, strengthening companies’ cashflow management and overall efficiency.” Umpqua’s Integrated Receivables helps “eliminate a critical… Read More

June 14, 2023 @ 12:22 pm By Omar Faridi  |  

ForwardAI, a fintech providing aggregated direct data access to accounting and ERP platforms, today announced the launch of Forwardly, the first of its kind real-time payment (RTP) enabled cash flow management tool “for small and medium sized businesses in North America.” Forwardly was designed “to… Read More

June 12, 2023 @ 9:53 pm By Omar Faridi  |  

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

June 7, 2023 @ 7:13 am By Omar Faridi  |  

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

June 1, 2023 @ 3:41 pm By Omar Faridi  |  

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

May 27, 2023 @ 5:27 am By Omar Faridi  |  

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

May 24, 2023 @ 3:02 pm By Omar Faridi  |  

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

May 21, 2023 @ 12:00 pm By Omar Faridi  |  

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

May 20, 2023 @ 10:38 am By Omar Faridi  |  

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

May 18, 2023 @ 4:24 am By Omar Faridi  |  

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

April 25, 2023 @ 8:38 am By Omar Faridi  |  

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

April 20, 2023 @ 3:59 pm By Omar Faridi  |  

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

April 17, 2023 @ 10:19 pm By Omar Faridi  |  

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

April 15, 2023 @ 9:26 am By Omar Faridi  |  

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

March 21, 2023 @ 9:19 pm By Omar Faridi  |  

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

March 20, 2023 @ 9:54 pm By Omar Faridi  |  

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

March 19, 2023 @ 2:48 pm By Omar Faridi  |  

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

March 11, 2023 @ 1:06 pm By Omar Faridi  |  

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

March 6, 2023 @ 6:56 am By Omar Faridi  |  

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