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

Abrigo

JULY 15, 2015

The transition from compliance to consulting makes sense: tax season is just that, a “season,” and nearly 60 percent of respondents to a Sageworks survey indicated they saw an increase in total revenue by adding financial services to their accounting practice. The advantage of working capital is obvious to some degree.

Management 150

Management Resources Capital Taxes 150

PYMNTS

MARCH 4, 2020

The enterprise resource planning ( ERP ) system has been a staple of corporate finance operations for years, acting as a central repository of data and a hub to initiate a range of processes, from accounting to procurement. But the ERP of today doesn’t look like it used to. The ERP’s Role in a FinTech World.

Data 260

Data Taxes Analytics Resources 260

PYMNTS

JUNE 18, 2019

The France-based company secured the funding from Eurazeo and Bpifrance , which are backing PayFit’s payroll and human resource management technology services designed for multiple European countries’ particular labor laws. Last year, Justworks raised $40 million for its payroll and human resources offerings in the U.S.,

Taxes 115

Taxes Resources Security Technology 115

Abrigo

MARCH 23, 2017

Technology enabled analytics can help overcome auditor bias and increase skepticism while also performing computations more quickly and accurately. On the other hand, technology enabled data analytics can enhance our judgment because they frequently involve the use of broader and deeper ranges of disaggregated information.

Analytics 150

Analytics Technology Data Study 150

PYMNTS

APRIL 7, 2017

The approach to financial services for consumers and businesses is quite vast, but across the spectrum, access to and management of financial data is a critical component. “Once you see someone adopting a technology, it starts to move very quickly as others ‘sign off’ on this technology, so to speak.”

Data 191

Data Technology Security Tools 191

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

FEBRUARY 23, 2023

Relationship focus helps CFIs Small banks can leapfrog competitors and better serve their communities by combining their unique advantages with smart management and partnerships. Takeaway 3 With effective technology, the bank can continue to grow its portfolio without necessarily adding staff.

Community Bank 195

Community Bank Kansas City Community Lending 195

Perficient

JULY 27, 2020

People / Process / Technology. Can current employees act as resources, or do you need to look at hiring new ones? Technology – Is your ERP, OMS, and Warehouse Management system set up to handle these types of orders compared to the bulk orders that you might be shipping today? Is Your Business Set Up for This?

Analytics 332

Analytics Technology Strategy Taxes 332

Abrigo

JULY 19, 2017

One of the most common ways to import the data from a tax return into a digital system is to use Optical Character Recognition (OCR) software. OCR technology has been around for a long time, even before computers or the internet. This technology utilized light-detecting photocells to “read” patterns on a paper card.

Taxes 150

Taxes Software Data Lending 150

PYMNTS

JULY 23, 2020

GEP , which works in procurement and supply chain strategy, has launched its new accounts payable (AP) solution, which will help automate AP services through cloud technology, artificial intelligence (AI) and machine learning (ML), according to a press release. “GEP’s AP Automation solution is not an upgrade of a legacy system.

User Experience 140

User Experience Fraud Taxes Resources 140

PYMNTS

OCTOBER 1, 2018

Other findings reveal how small businesses manage a shortage of resources, with professionals being forced to multitask. For instance, 72 percent of businesses surveyed said one person handles both human resources and accounting responsibilities. Clutch surveyed 302 small business owners and decision-makers for its report.

Security 108

Security Survey Software Resources 108

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

Abrigo

JUNE 10, 2020

Adequately staffed and risk-focused AML resources with good documentation are critical. Adequate, risk-focused AML resources are critical. Get adequate resources. You must find a way to get the resources, and I think that message is coming around loud and clear these days.” Focus BSA/AML resources on risk.

Resources 195

Resources Regulation Compliance Policies 195

PYMNTS

NOVEMBER 2, 2018

Payroll technology firm ADP is strengthening its integration into Intuit ‘s QuickBooks platform, the company said Thursday (Nov. That deal sees employees able to access their wages more quickly, with Ingo providing push payment technology for workers to use their mobile phones to cash checks or load funds to ADP payroll cards.

Taxes 156

Taxes Resources Compliance Data 156

PYMNTS

AUGUST 28, 2019

The banking platform is designed for mobile devices and API connectivity, with NorthOne noting that development partner Treasury Prime designed that API technology to streamline account opening and management.

Mobile 144

Mobile FDIC Tools Taxes 144

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

FICO

JANUARY 6, 2022

As credit issuance, account management and collections enter the digital age, the opportunity for innovative experimentation is accelerated and made more complex by the wide range of data and decision points a digital platform enables. Learning early in the experiment saves financial resources and time. The Pillars of Experimentation.

Management 52

Management social media Customer Experience Strategy 52

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

PYMNTS

APRIL 9, 2020

government has made additional changes to help both businesses and consumers deal with the strains of COVID-19, by extending the deadline to file taxes to July 15. Fraudsters are moving in to take advantage of tax confusion and consumer stress, however. v in a recent interview with PYMNTS. About the Tracker.

Taxes 178

Taxes Mobile Fraud United States 178

PYMNTS

AUGUST 6, 2020

Again, this all occurs with potentially significant effects on how payroll and the human resource team overall operate. In the midst of these changes, HR technology startup Rippling announced a $145 million Series B funding round. While these shifts are widespread, they don’t affect every business in the same way.

Resources 151

Resources Trends Management Industry 151

Abrigo

FEBRUARY 10, 2021

Takeaway 1 To make their land more profitable, farmers are taking advantage of renewable energy resources. To make their land more profitable and resilient, many farmers and ranchers are taking advantage of renewable energy resources, such as solar and wind generation. Stay up-to-date on the latest on ag lending trends. Watch Webinar.

Lending 195

Lending West Virginia Resources Operations 195

PYMNTS

APRIL 23, 2020

As one-person operations, they often lack the resources and know-how to manage professional finances in a compliant and efficient way, yet they have more complex tax, payments and cash flow management needs than the average individual. Dan Hogan, chief financial officer and chief operating officer of newly-launched U.K.-based

User Experience 141

User Experience Management Taxes Fintech 141

Abrigo

NOVEMBER 7, 2016

Your accounting, audit and tax services -- they’re all pretty much mature services,” she said. And in the same way that most people know what to expect from a basic Oreo (two thin chocolate wafers sandwiching a creamy filling), they typically know what to expect from an accountant providing tax, audit or general accounting services.

Taxes 170

Taxes Innovation Examples Case Study 170

PYMNTS

MARCH 16, 2018

Remlinger, Project Manager — Solutions for Business at foreign exchange technology firm OANDA. Because APIs facilitate integration between two services, the technology allows FinTechs to innovate in their niche markets, rather than attempting to be a jack of all trades. “I

Risk Management 134

Risk Management Survey Management Fintech 134

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

FEBRUARY 19, 2018

In the B2B realm, the movement to get suppliers paid on time may become a struggle, mired as AP management is in the paper chase of manual effort. In the latest Topic TBD, Chen Amit, CEO of payables automation company Tipalti , told PYMNTS’ Karen Webster that automating the AP process lets management focus on, well, managing.

Management 129

Management Taxes Resources Payments 129

Abrigo

APRIL 14, 2015

One key to successful firm management parallels the elementary school adage, “check your work.” Here are a few questions worth asking yourself, your partners and your staff about what can be learned from busy season: Did we succeed in sticking to the resolutions that you set forth for tax season ? Did we maximize our client meetings?

Taxes 150

Taxes Meeting Resources Video 150

Abrigo

JUNE 30, 2017

The recent Accounting Firm Operations and Technology Survey (AFOT), available as a PDF eBook at CPA Trendlines , produced by Randolph P. percent provide tax preparation services. percent provide tax preparation services. Additional Resources Practice Aid: 10 Keys to Growing an Advisory Practice. Whereas 77.7 Whereas 77.7

eBook 220

eBook Compliance Taxes United States 220

PYMNTS

JANUARY 9, 2020

Many industry players are touting the ability to use analytics and automation technology to handle mundane, time-consuming tasks, freeing up resources for accountants to take on more advisory roles. ” That’s only the beginning. He offered the example of a small business that has purchased an automobile.

Data 173

Data Analytics Examples Technology 173

PYMNTS

JANUARY 16, 2019

Human resources (HR) management company iSolved HCM , based in the U.S., “Cloud and emerging technologies are moving quickly, and we need to invest to make sure we can stay ahead in terms of what we can offer our customers,” said Hare in November. assets for $100.3 million, Reuters reported on Tuesday (Jan.

Operations 134

Operations US Taxes Resources 134

PYMNTS

SEPTEMBER 20, 2017

The tool integrates bookkeeping and management of financial statements, as well as both personal and corporate tax returns, the company added, and acts as a platform to facilitate collaboration between accountants, bookkeepers, business owners and other service providers.

Compliance 108

Compliance Taxes Analytics Management 108

PYMNTS

JANUARY 9, 2019

Instead, small businesses searched for “business development manager,” “data analyst” and “business analyst,” to name a few. “It Rather than crunching numbers, human talent has the potential to provide the advisory services SMBs demand, while automated technologies take care of the bare-bones calculations.

Taxes 179

Taxes Technology Tools Industry 179

Abrigo

JULY 17, 2017

“The challenge with the piecemeal approach right now is that every project becomes a new and different project,” says Donny Shimamoto, CPA.CITP, CGMA, founder of advisory-focused CPA firm IntrapriseTechKnowlogies LLC in Honolulu and a nationally recognized accounting technology thought leader. “If

Honolulu 150

Honolulu Taxes eBook Leadership 150

PYMNTS

JANUARY 5, 2017

The January mPOS Tracker™ highlights several developments in mPOS technology aimed at helping restaurants provide better management services to their customers and staff. Fortunately, for restaurant owners, new technological solutions to restaurant management issues are becoming more prevalent. About The Tracker.

Report 105

Report System Technology Taxes 105

PYMNTS

NOVEMBER 20, 2020

Gulati discussed what this trend means for the way that multi-entity SMBs manage a range of financial workflows across borders, and how technology can ease the biggest friction pain points like foreign exchange volatility and domestic compliance. Cross-Border Headaches. All of this is really manual," noted Gulati. "If

Compliance 154

Compliance Data Trends Payments 154

PYMNTS

NOVEMBER 19, 2018

The app also allows employees to update their HR information an to upload additional tax forms from their mobile device. Push notifications also alert employees of payday. AccountantsWorld also plans to introduce a counterpart of the employee-facing app for small business owners and their accountants to gain mobile access to payroll data.

Mobile 123

Mobile Tools Taxes Resources 123