PYMNTS

MARCH 26, 2019

Human capital management firm Netchex and restaurant business management technology provider Delaget are teaming up to promote data integration for the restaurant sector, with a focus on payroll. “As a market leader, Netchex was an obvious choice.

Data 122

Data Analytics Capital Tools 122

PYMNTS

SEPTEMBER 24, 2018

Massachusetts-based Audit Analytics looked at disclosures from more than 9,000 U.S.-listed tax law and revenue accounting rules. As a result, past financial reports had to be reexamined to recalculate the value of tax credits or liabilities, or to assess how previous results would look under new rules.

Taxes 170

Taxes Massachusetts Software Analytics 170

PYMNTS

APRIL 9, 2018

This may be the first sign of tax reform seeping into the small business labor market,” the executive said in a statement. “As As small business owners begin to realize the benefits of tax reform, they will likely translate to better wages and more jobs. Economists had previously expected 210,000 jobs to be added.

Taxes 141

Taxes Regional Analytics Survey 141

PYMNTS

MAY 18, 2018

B2B startups in the small business banking, expense management and analytics sectors led this week’s investment roundup, securing more than half of the $108 million raised. Find out who raised the money, and other winners of this week’s B2B venture capital roundup, below. After a few quiet weeks, U.S. Blockchain.

Fintech 134

Fintech blockchain Analytics Capital 134

PYMNTS

DECEMBER 19, 2016

According to Lendingkart Cofounder Harshvardhan Lunia, the company will look to expand its reach in the SME lending market over the next six months by having other banks use its credit risk analytics software. They include cash flow, tax return documents and industry type.

Lending 100

Lending Analytics Taxes Capital 100

South State Correspondent

OCTOBER 4, 2023

These ideas come from our experience, database, and the analytics of the Infusion Marketing Group , one of the few bank marketing firms that understands deposit building at its core. Look for news events such as government shutdowns, tax law changes, or disaster preparedness to amplify your marketing.

Marketing 195

Marketing Taxes Training Management 195

PYMNTS

DECEMBER 20, 2019

The company connects into small businesses’ bank accounts and credit card transaction data to automate data collection and analytics, providing firms with real-time visibility into their finances. million funding round in a press release this week, with the seed investment led by Aya Peterburg of Haim Sadger and S Capital.

Management 131

Management Fintech Capital Operations 131

PYMNTS

JUNE 6, 2019

to significantly increase their liabilities, leaving some investors caught off guard, according to Bloomberg Tax reports Wednesday (June 5). The Cheesecake Factory, Kohl’s, Best Buy and JCPenny are also among the capital-intensive firms that saw their balance sheets grow significantly.

Taxes 108

Taxes Analytics Policies Retail 108

PYMNTS

SEPTEMBER 4, 2018

Payroll is a popular target for FinTech innovators looking to add automation, data analytics and other technologies into the process for more accurate, faster, digital payroll. One of the largest points of friction, he said, is tax compliance. “A

Tools 100

Tools Taxes Software Management 100

PYMNTS

SEPTEMBER 27, 2019

A summer lull in B2B venture capital appears to have given way to an impressive start to the fall season. Operating out of New Zealand, Hnry offers gig economy workers tax administration technology that has just caught the attention of investors to the tune of $1.35 ZenBusiness.

Payments 149

Payments Capital Taxes Lending 149

PYMNTS

JUNE 14, 2019

Funderbeam operates a blockchain-powered funding and trading platform for the private sector in an effort to address the small business venture and capital gap. Reports said the firm is currently expanding its team, though exact details on how Edgewise plans to use the capital were not revealed.

Fintech 129

Fintech Capital Management California 129

PYMNTS

OCTOBER 27, 2017

In a bit of a mixed bag for B2B FinTech venture capital (VC), investment backers stayed fairly quiet this week, racking up nearly $90 million in funding. million funding from Advance Global Capital, the UAE-based small business lender is strengthening its existing partnership with its investor to drive opportunities in the industry.

Samsung 100

Samsung Capital Security Analytics 100

South State Correspondent

SEPTEMBER 7, 2022

These days, banks have a data analytics person in marketing that does nothing but look at the data and develop ideas. These days, it takes some basic data, a couple of analytical tools, and some entry-level analytical knowledge to produce a highly effective deposit marketing campaign to add customers that want a relationship, not rate.

Marketing 195

Marketing Data Groups Analysis 195

PYMNTS

JULY 21, 2017

According to Morgan Stanley CEO James Gorman, lower corporate taxes and more streamlined bank regulation could “allow U.S. ” His comments came during Morgan Stanley’s call with analytics to report second quarter earnings. banks to be greater engines of economic growth.” Reports noted during U.S.

Washington 100

Washington Taxes Regulation Analytics 100

Abrigo

NOVEMBER 28, 2014

How many times have you had to refer a client out to another financial services firm because your firm is too busy putting out fires with tax and audit work to provide business analytics or other advisory services ? In other words, if your firm doesn’t offer help before it’s requested, you could be losing clients.

Taxes 191

Taxes Survey Technology Comparison 191

PYMNTS

JULY 21, 2017

In total, businesses secured more than $145 million in venture capital (VC) across the U.S., FreshBooks CEO Mike McDerment spoke with PYMNTS to announce the $43 million in new venture capital for his SME accounting company. Based in India, Vayana wants to take advantage of the nations’ GST tax reform. Canada and India.

Management 100

Management Capital Taxes Security 100

PYMNTS

FEBRUARY 22, 2017

Moody’s Analytics and the newswire estimate the loans outstanding at $1.1 In a look at how some of those loans are trending and how they may be impacting lenders, consider that Ally Financial reported that pre-tax income slid by 11 percent last year, and the decline stemmed from auto loan losses and delinquencies.

United States 116

United States Capital Taxes Analytics 116

PYMNTS

JUNE 13, 2018

Microsoft and human resources management company ADP are partnering for a holistic business management solution that combines financial and human capital data analytics, the companies recently announced.

Management 124

Management Data Resources Taxes 124

PYMNTS

SEPTEMBER 7, 2018

The largest investment rounds landed at companies offering full-suite services, like South Africa’s Yoco , which offers small business enterprise software, performance analytics and a point-of-sale (POS) system. million venture capital raise. The investment follows a $1.5 Countingup. Based in the U.K.,

Fintech 109

Fintech Capital Lending Software 109

PYMNTS

JANUARY 1, 2021

This year, the PYMNTS data and analytics team published 252 reports that tracked the data, innovations and disruptive thinking that are reshaping the payments and commerce business. The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. Credit Union.

Trends 259

Trends Video Retail Payments 259

Gonzobanker

JANUARY 25, 2023

Contributions will be treated like a Roth account – after-tax contributions with tax-free growth. Portability and liquidity challenges with retirement providers may cause these programs to be a frustration for savers and trump the minimal tax-free growth that plan providers will tout. Accounts cannot exceed $2,500 in value.

Security 78

Security Taxes Tools Marketing 78

PYMNTS

MARCH 30, 2018

Boston-based PreVeil did not disclose how much it raised in its Series A funding round, but it did note that Spark Capital provided the funding to support the company’s email and file security solution. ZP Group incorporates three units: a government cybersecurity contractor, a human capital and staffing service and a security advisory firm.

US 116

US Capital California San Francisco 116

PYMNTS

SEPTEMBER 18, 2019

CB Insights found Goldman and Citigroup are the most active of the top banks to invest in FinTechs via their venture capital units, with top financial institutions using these funding strategies as a way to “future proof” their own operations. According to its latest research, some of the U.S.’s

Fintech 144

Fintech Payments Meeting Capital 144

PYMNTS

MAY 27, 2016

The B2B venture capital roundup this week is flush with startups providing services to other corporates that, in one way or another, impact the business’ bottom line. The funding was led by Accion Frontier Inclusion Fund, with participation from Quona Capital, QED Investors, Kaszek Ventures and Jaguar Ventures, reports said.

Capital 100

Capital Management Taxes Security 100

PYMNTS

OCTOBER 14, 2016

.” The new features, said to be a response to customer demand, include automatic importing of bank transactions, automated categorization of those transactions, customizable budget plans, investment insights and analytics and custom tax reports. These features are rolling out across its suite of products for desktop and mobile.

Mobile 100

Mobile Taxes Analytics Management 100

CB Insights

OCTOBER 21, 2018

Top VC Investor: Ribbit Capital is the top investor in Fintech 250 companies, having backed companies on the list including new 2018 unicorns, Nubank, Revolut, and PolicyBazaar as well as returning Fintech 250 companies Robinhood , Wealthfront , Gusto , Coinbase , Cross River Bank , and Upgrade. Credit Score & Analytics.

Fintech 78

Fintech Lending Capital Analytics 78

PYMNTS

DECEMBER 20, 2017

Understanding how much you’re being paid, and how much goes to taxes, can be easily misunderstood. Small business owners, on top of other responsibilities, have to quickly get acquire payroll to retain talent and remain tax compliant. Paychecks can be confusing for employees — and often wrong. In the U.S.

Payments 111

Payments Bitcoin Taxes Trends 111

PYMNTS

JUNE 2, 2016

APEX Analytix , which focuses on supply chain management and optimizing the use of working capital, late last month announced the newest release of its FirstStrike SmartVM, which is software geared toward sourcing, scrubbing and simultaneously cleaning data that flows across corporate clients’ transoms about their suppliers. ”

Data 100

Data Analytics Fraud Taxes 100

Gonzobanker

FEBRUARY 7, 2018

Nothing seems to put a bounce in a banker’s step more than a tax break and regulatory relief, and this bountiful energy was radiating at Bank Director’s annual “mecca” for bank M&A in Phoenix last week – Acquire or be Acquired. For those in the know – simply AOBA. The chatter at AOBA centered on three important topics: #1: The Breaks.

Taxes 75

Taxes Video Analytics Arkansas 75

PYMNTS

JUNE 22, 2020

And second, the Opportunity Fund has also seen that every dollar it lends to an SMB creates $2 in local economic activity in the form of wages, spending and tax revenues. First, for every dollar someone invests in a small business, 50 percent to 60 percent of that stays in the local community, Urrutia said. I Think We Can Do It’.

Maine 246

Maine Lending Community Fintech 246

PYMNTS

NOVEMBER 14, 2019

Clearbanc , which provides growth capital for online brands, said on Wednesday (Nov. The reality is that many small business owners are feeling the pinch of this already,” Romanow told PYMNTS, noting that the demands by vendors for upfront payments translate into significant capital costs. China trade dispute. “The

Retail 100

Retail Capital Online Data 100

CB Insights

NOVEMBER 21, 2019

Qualifying top five venture capital investors (e.g. venture capital, growth equity, and super angel) and corporates (e.g. corporations and corporate venture capital) must have made equity investments into fintech companies listed on this market map. Capital markets. Blockchain and crypto. digital collectibles”).

Fintech 93

Fintech Marketing US Technology 93

Gonzobanker

AUGUST 17, 2022

Insurance, lending, and risk provider Allied Solutions acquired lending provider Credit Union Direct ’s Lending Insights platform, and CUDL subsequently partnered with Zest.ai, relaunching CUDL’s origination, POS, and marketing suite under the name Origence arc Credit wellness and score monitoring app Saavy Money announced a new funding round including (..)

Fintech 184

Fintech Lending Software Compliance 184

PYMNTS

NOVEMBER 23, 2016

Whatever the outcome, with strong fundamentals and capital availability, small businesses are in a good position to respond.” The report concluded this was a positive sign that SMEs have access to plenty of working capital should they need it. SMEs are in for a fight to prove their resiliency through Q4.

Policies 100

Policies Connecticut Oregon Capital 100

Gonzobanker

JUNE 16, 2022

Unfortunately, even with enviable stores of data and advanced analytic capability, most personalization expectations remain unfulfilled.”. Qwil , for example, provides working capital for freelancers who often have trouble getting paid on time. The key word there: “solutions.”. solutions).

Fintech 146

Fintech Apple Cards Data 146

PYMNTS

SEPTEMBER 6, 2017

In an interview with InvestorDaily , Steven Cunico, coauthor of the report and treasury and capital markets partner at Deloitte, explained that FX volatility is proliferating across the globe, affecting the U.S. dollar, yen, euro and others that “were fairly stable and predictable.”. “A Technology Tripping Up Treasury.

Risk Management 108

Risk Management Survey Management System 108

PYMNTS

FEBRUARY 17, 2017

Strategy depends on IT, and before analytics or process transformation or machine learning can add value, everything depends on getting the transactional data right. So far, we’ve published an overview, as well as deep dives in health care, legal and tax. We’re busy putting together our points of view in each area.

blockchain 156

blockchain Study Technology Case Study 156