PYMNTS

SEPTEMBER 13, 2017

There are several reasons for this, analysts say, but regardless, there is a clear need for tight cash management in the construction sector. Another trend, the news publication noted, is that construction firms aren’t adopting the technologies and expertise they need to remain viable, competitive and fiscally healthy.

Management 129

Management Taxes Industry Trends 129

Abrigo

SEPTEMBER 26, 2017

A major concern surrounding technology expenditures is whether the investments will generate a return for the accounting practice. However, identifying the return on investment begins with ascertaining which everyday challenges can be addressed with technology. The end result?

Technology 150

Technology eBook Taxes Meeting 150

PYMNTS

JANUARY 22, 2018

Expense management technology is now a saturated market, particularly for the small business space – which is notoriously difficult to serve, because they are too small for large, enterprise-grade solutions, but too large for consumer-specialized tools. “We are more than welcoming them.”

Management 116

Management Compliance Taxes Marketing 116

PYMNTS

DECEMBER 18, 2018

Technology may be enabling automation in small business (SMB) accounting and financial management, but rather than cutting out the need for human accountants in the field, this tech disruption is supporting a change in the profession. Recently, several technology firms have done just that.

Management 134

Management Fintech Tools Technology 134

Abrigo

MARCH 23, 2017

In fact a report by Cornerstone Research entitled, “Accounting Class Action Filings and Settlements - 2014 Review and Analysis " , shows allegations that accounting fraud surged 47 percent in securities class-action lawsuits over 2013. In the end, technology can make the work of a CPA more interesting. About the Author.

Analytics 150

Analytics Technology Data Study 150

PYMNTS

OCTOBER 17, 2016

Technology has the power to help a business rise up from the competition. Small businesses, too, have an appetite for technology. This week, in our B2B Data Digest, PYMNTS examines how technology is both making life easier and harder for small business owners throughout the globe. 78% of U.S.

Technology 100

Technology Analytics Survey Data 100

MyBankTracker

FEBRUARY 16, 2021

When deciding where to invest online, you may be interested in a platform that prioritizes smart trading technology. Active traders who rely on technical analysis and need a fast trading platform. Are managed portfolios available? Managed portfolios are designed to make investing easier and hassle-free.

Analysis 52

Analysis Tools Online Taxes 52

South State Correspondent

AUGUST 31, 2022

Then there are vendor contracts, employment agreements, statements of work, loan documents, financial statements, tax returns, deposit account documents, policies, and an array of similar applications. Pulling data off a tax return has a low error rate while pulling data off an attorney-prepared loan document is more challenging.

Training 448

Training Data Examples Taxes 448

PYMNTS

JUNE 1, 2020

As part of EY ’s international trade management services expansion, over 100 staffers from GTKonnect became a part of EY member firms in India and the United States. Barton continued, “We are excited to further expand EY global trade managed service offerings through this strategic transaction.”.

United States 131

United States Training Management Taxes 131

PYMNTS

AUGUST 1, 2019

Experts say the explosion of technology platforms like Uber and Deliveroo ushered in waves of opportunity for professionals to have greater control over when, where and how they work. Having the ability to report taxes correctly all comes down to the fact that you need to have your expenses sorted correctly from the get-go,” he said.

Taxes 151

Taxes Resources Management Analysis 151

Abrigo

AUGUST 28, 2022

Takeaway 3 Better ag lending workflows streamline document collection and management and increase credit analysis accuracy. . The most recent Iowa Farm and Rural Life Poll on farmers’ use of communications and computing technologies found in 2020 that 66% of farmers said they use a smartphone, up from 30% in 2014.

Lending 195

Lending Analysis System Data 195

Abrigo

APRIL 14, 2017

Experts agree that while commercial lending is a critical banking service, it has been one of the least automated and technology-reliant aspects of banking today. A credit risk manager at one bank with $900 million in total assets estimated that her team received approximately 8,220 tax returns in the 2015 calendar year.

Innovation 150

Innovation Taxes Analysis Lending 150

PYMNTS

APRIL 23, 2019

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers.

Fintech 154

Fintech Taxes Capital Analysis 154

PYMNTS

JANUARY 2, 2019

In a recent report published by Protiviti and North Carolina State University, analysts found just how important technology and innovation are becoming for corporate executives. The World Trade Organization’s latest analysis on the technology found blockchain could add $3 trillion to the world’s global trade markets by 2030.

blockchain 201

blockchain North Carolina Survey Analysis 201

Abrigo

JANUARY 6, 2017

Ellison-Taylor, chairman of the AICPA , recently noted that technology tops her list of the most important trends shaping 2017 because it will drive so many of the profession’s opportunities and challenges in the year ahead. But how are accountants supposed to keep up with all of the technological trends ?

Trends 218

Trends blockchain Taxes Survey 218

Gonzobanker

AUGUST 17, 2022

Digital banking provider Alkami acquired data analysis and marketing campaign management provider Segmint Digital banking and payments provider Bottomline was acquired by Thoma Bravo for $2.6B. Keep an eye on the initial banks working on these projects. Digital Engagement Had Great Attendance and Extracurriculars.

Fintech 184

Fintech Lending Software Compliance 184

Abrigo

JULY 20, 2017

The annual report features Sageworks as a credit risk software vendor alongside global technology and financial leaders SAS and UBS Delta. The products featured in the report include: · Credit Analysis. Relationship Manager. Electronic Tax Return Reader (ETRR). Relationship Manager. Loan Administration.

Software 150

Software Report United States Compliance 150

FICO

MARCH 6, 2020

I also manage the partner channels and programs for our financial crime compliance solutions. In 2014, I joined Tonbeller as Head of Sales & Channel Operations and became Management Board member shortly thereafter. FICO brings AI and advanced analytics to risk management, fraud detection, collections and much more.

Compliance 81

Compliance Technology Fraud Analytics 81

PYMNTS

MARCH 19, 2018

The analysis found that an additional 50 percent of transactions that are currently posted on consumer card products could eventually land on small business cards, as more SMB owners realize there are card products dedicated to corporate spending. Twenty percent tax breaks may cause some U.S. Fourteen percent of U.K.

Taxes 150

Taxes Survey Analysis Cards 150

PYMNTS

FEBRUARY 8, 2019

Growth of FinTech funding seems unstoppable, with the latest analysis from Hampleton Partners finding enterprise financial services and integration, online financial services, enterprise financial software and Software-as-a-Service (SaaS) risk management as some of the hottest spots for investors this year. 2nd Address.

Fintech 188

Fintech Capital New York City Analysis 188

Gonzobanker

FEBRUARY 22, 2024

For bankers to be successful in the small business lending market, they need to execute on several key tenets: strategy, people, process and technology. Another key player for successful small business banks is the vice president of business lending, who manages the relationship managers and reports to the chief lending officer.

Lending 78

Lending Community Bank Community Strategy 78

MyBankTracker

AUGUST 12, 2020

Personal Capital is an online wealth management concept that started in 2009. billion in assets under management with over 24,200 clients. First, they offer everyone access to free personal finance management tools you can use to gain insight into your money. What Free Personal Finance Management Tools Are Available?

Tools 52

Tools Capital Management Taxes 52

Abrigo

MAY 22, 2024

Takeaway 2 Several small business lending processes can tax both borrowers and staff. Takeaway 3 Depository lenders are enhancing their lending procedures and technologies to meet institution risk and return requirements as they grow. It's also a prominent line of business that many financial institutions are targeting for growth.

Lending 195

Lending St. Louis Community Marketing 195

PYMNTS

FEBRUARY 15, 2019

“ CloudTrade ‘s patent-protected software uses unique, rules-based technology, with backward tracking search, to interpret, validate and extrapolate semantic meaning from complex documents, of any type,” explained CloudTrade Logistics Vice President Roger Hatfield in a statement. In an announcement on Thursday (Feb.

Marketing 151

Marketing Taxes Data Analytics 151

Abrigo

JANUARY 7, 2021

Relevant tax forms, quarterly financial statements, or bank statements are acceptable documentation. All other items, such as subcontractor costs, reimbursements for purchases a contractor makes at a customer's request, investment income, and employee-based costs such as payroll taxes, may not be excluded from gross receipts. .

Taxes 195

Taxes Lending Connecticut Capital 195

Abrigo

JUNE 9, 2016

Accounting, audit and tax services are unlikely to be the growth engines of the accounting profession in the coming years. Technology is also making it easier to scale new advisory services, such as business valuation. Technology is also making it easier to scale new advisory services, such as business valuation.

Exercises 150

Exercises Taxes Training Risk Management 150

PYMNTS

FEBRUARY 3, 2020

In a financial function like payroll, the opportunities to unlock data are vast, said Hitendra Patil, director of practice development, and Harvinder Vasir, chief technology officer at accounting technology solution provider AccountantsWorld. It’s pertinent to every industry,” he said. It’s happening in literally every industry.”.

Data 184

Data Security Taxes blockchain 184

Abrigo

APRIL 22, 2024

Takeaway 2 Several small business lending processes can tax both borrowers and staff. Takeaway 3 Depository lenders are enhancing their lending procedures and technologies to meet institution risk and return requirements as they grow. It's also a prominent line of business that many financial institutions are targeting for growth.

Lending 243

Lending St. Louis Community Marketing 243

Abrigo

SEPTEMBER 20, 2023

And those same economic factors might lead financial institutions to curtail vital investments like anti-fraud technologies, making themselves more vulnerable. Often, perpetrators of this type of fraud are younger males with a strong understanding of technology, residing in cities and usually not financially well-off.

Fraud 195

Fraud Trends Cards Software 195

Abrigo

AUGUST 28, 2019

When commercial credit analysts earning $25 or more an hour are performing data entry for every tax return of a business entity tied to a loan application, the underwriting process is taking too long and requiring too many hours of labor by skilled workers for repetitive tasks. This reduces bottlenecks and is easier for borrowers and lenders.

Lending 150

Lending Analysis Taxes Data 150

Abrigo

APRIL 27, 2016

With so many accounting firms wrapping up tax season and looking to other engagements in the year, it’s the ideal time to redouble efforts to be the trusted advisor your business clients want. Using technology in your accounting practice can help you to more easily provide this advice. in the Washington, D.C., in the Washington, D.C.,

Taxes 150

Taxes Analysis Examples Technology 150

PYMNTS

DECEMBER 18, 2017

Financial management and strategy is now only part of the job description, which has come to include guiding their organizations’ tech adoption, cybersecurity efforts and growth strategy as well. Amid these changes is a world of regulatory shifts, from tax reform in the U.S. to financial reform in China and Brexit in the U.K.

Taxes 109

Taxes Survey Analysis Big Data 109

PYMNTS

MARCH 14, 2019

Corporate treasurers are increasingly concerned about a complex regulatory environment, according to the latest analysis from Strategic Treasurer and TD Bank. Unfortunately, the report found, recent tax reform in the U.S. ” Technological Troubles. has only had a minimal impact on the corporate community.

Fraud 115

Fraud Survey Taxes Regulation 115

PYMNTS

JANUARY 10, 2020

B2B technology startups continue to gain valuable attention among venture capitalists. In a recent report , seed investors explored why their focus has turned to enterprise startups as opposed to consumer-facing technology firms after the publication’s analysis revealed that today’s seed investments favor B2B startups over B2C.

Fintech 131

Fintech Capital Software Technology 131

PYMNTS

APRIL 19, 2019

However, Steven Jones, business development manager of U.K. A business growth manager. Payescape recently launched its Accountants Partnership Program , an initiative that connects small business accountants to the company’s payroll technology — if those accountants choose to use technology to automate payroll for their clients.

Innovation 154

Innovation Compliance Technology Resources 154

Abrigo

JUNE 14, 2017

Utilizing technology is one way to reduce the amount of time it takes to produce a valuation. Technology that streamlines workflow and scales existing processes enables firms to realize more profit from each fee for services. enterprises that are technology leaders produce faster revenue growth than technology laggards.

eBook 150

eBook Software Guidelines Technology 150

PYMNTS

JANUARY 17, 2019

As innovative technologies move down stream, small and medium-sized businesses are poised to benefit significantly from being able to customize a flexible payroll and human capital management (HCM) program. The evolution of payroll is all about pushing back against the notion of one-size-fits-all. ” In the U.S.,

Capital 173

Capital Tools Survey Management 173