Perficient

JULY 27, 2020

If you’re noticing new customers requesting accounts within your business, or new users on your site, you should look at your commerce site analytics and see what these customer demographics look like. People / Process / Technology. How are you handling sales tax in various states that you might serve through a B2C channel?

Analytics 332

Analytics Technology Strategy Taxes 332

PYMNTS

MARCH 4, 2020

Enterprise cloud migrations have opened up the ability for smaller businesses to adopt ERP technology once reserved for the largest corporates. At the same time, a surge in third-party financial platforms has disrupted the flow of data into the ERP, disbursing information throughout the back office. Modernizing the ERP.

Data 260

Data Taxes Analytics Management 260

PYMNTS

MARCH 15, 2017

On the latter point, customer loyalty software startup Baker Technologies looks to enable the growing legal cannabis industry in the U.S. Baker Technologies’ software enables marijuana dispensaries to draw in new customers with check-in and loyalty capabilities that the company claims can double consumer retention rates. and Canada.

District of Columbia 101

District of Columbia Technology Guidelines Software 101

PYMNTS

JULY 26, 2019

The Internal Revenue Service (IRS) is going to send letters to about 10,000 cryptocurrency holders warning them about the penalties they will face if they don’t report their income or pay taxes on the transactions, according to a report by The Wall Street Journal. Taxpayers should take these letters very seriously.

Taxes 128

Taxes social media cryptocurrency Washington 128

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. After all, just because data is digital, that doesn’t mean it’s easily accessible or analyzed. Data Integration Opportunities.

Data 173

Data Analytics Examples Technology 173

Abrigo

APRIL 16, 2015

How about technology? Is your firm using technology to drive new valuation engagements? Many accounting firms view technology expenses as overhead – costs that chew up precious revenue dollars rather than bolster them. But other firms view technology as much more. Marketing ? Cross-selling current accounting clients?

Technology 150

Technology Referral Marketing Survey Michigan 150

PYMNTS

JANUARY 2, 2020

The largest accounting firms – EY, Deloitte, KPMG and PwC – are investing billions of dollars in artificial intelligence (AI) and data technology products to change the industry in new ways, according to a report by Bloomberg Tax. We are a professional services firm, but technology is core to our future.”.

Data 179

Data Training Technology Taxes 179

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. Netchex and Delaget are introducing a new solution that combines data from the point of sale (POS) and other systems.

Data 122

Data Analytics Capital Tools 122

PYMNTS

FEBRUARY 8, 2018

If death and taxes are sureties, insurance payments rank up there, as people insure homes and autos and apartments against any number of calamitous scenarios. Things have come far enough [technologically] that carriers can offer a payment portal online, which is something that many of them do today.”.

Taxes 101

Taxes Payments social media Policies 101

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

PYMNTS

NOVEMBER 4, 2020

to provide technology and services for quick eCommerce integration, according to a press release. Global customer experience and commerce agency LiveArea has launched FastTrack Commerce in the U.K.

Taxes 174

Taxes Customer Experience Analytics Management 174

PYMNTS

FEBRUARY 20, 2020

If FinTech firms don’t agree, JPMorgan will bar them from accessing the information, reports said, as well as screen-scraping tools. FreshBooks Inks Tax Integration Deal. Data and analytics firm AccountScore will facilitate the data integration via its Open Banking solution. Simply Completes First Open Banking Funding.

Lending 217

Lending Taxes Fintech Data 217

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

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

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 ? Leveraging technology is also important for your firm’s reputation.

Taxes 191

Taxes Survey Technology Comparison 191

PYMNTS

JANUARY 24, 2019

Data and analytics company Ascension has suffered a data leak that exposed more than 24 million loan and mortgage documents from some of the country’s biggest banks. We are also in regular contact with law enforcement investigators and technology partners as this investigation proceeds.”.

Taxes 155

Taxes New York Security Data 155

PYMNTS

OCTOBER 7, 2020

Money launderers deploy numerous schemes — including transaction laundering and launching front companies — to process and hide their funds from payment providers and law enforcement officials, but payments processors are responding with new technologies that hunt down and report their deeds. How Payment Providers Stop Money Laundering.

Payments 171

Payments Analytics Online Retail 171

PYMNTS

SEPTEMBER 20, 2017

ctrl is a cloud-based platform providing accounting, payroll and analytics solutions for Canadian SMBs. They need innovative technology and customized solutions that are based on reliable facts and figures. When businesses have up-to-date information in real-time, they’re at an advantage to make better business decisions.”.

Compliance 108

Compliance Taxes Management Analytics 108

PYMNTS

DECEMBER 8, 2020

Robinson said that the government is increasingly looking to the payments players and banks to help with analytics, third-party data and even craft data sets. “I Technology is not a default, according to Robinson, but a good meeting point to get that conversation between private and public stakeholders. “If

Payments 183

Payments Fraud Taxes Tools 183

Abrigo

FEBRUARY 23, 2023

Takeaway 3 With effective technology, the bank can continue to grow its portfolio without necessarily adding staff. Technology through a trusted partner that automates those and other tasks frees up staff “for what you’re really paying for, and that’s business development,” Kirby noted. “I The result?

Community Bank 195

Community Bank Kansas City Community Lending 195

PYMNTS

DECEMBER 19, 2019

FinTech and automation technology have cast a shadow of anxiety on the accounting industry in recent years, as certified public accountants (CPAs) began to wonder whether their jobs would be replaced entirely by robots. CPAs and their accounting firms often operate on the traditional nine-to-five schedule, closing at night and on weekends.

Data 133

Data Analysis Industry Technology 133

PYMNTS

AUGUST 2, 2019

Bad actors, she said, are perennially on the hunt for sensitive information such as Social Security numbers and birth dates — not to mention bank account numbers — that can, in combination, be leveraged to drain funds. Consider, for example, the DocuSign links that appear in email inboxes, requesting clicks on links that wreak havoc.

How To 198

How To US Fraud Security 198

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

OCTOBER 13, 2016

For example, respondents in Xero’s recent survey mostly considered accountants as analytical, intelligent and having strong business skills. Woodard believes that embracing technology can help accounting firms overcome barriers to growth (such as revenue ceilings) by providing improved collaboration, innovation and automation.

Strategy 150

Strategy Survey Taxes Analytics 150

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. Independent contractors sit somewhere along the spectrum between consumer and small business owner.

User Experience 141

User Experience Management Taxes Fintech 141

FICO

NOVEMBER 20, 2017

Even people who stand on stage promoting good causes can have something to hide when it comes to taxes. The latest example is the singer of an Irish rock band who has been listed in the Paradise Papers leak that exposes high-profile people, including monarchs, to charges of tax evasion. It’s Not Only About Tax Evasion.

Taxes 49

Taxes Data Analytics Examples 49

PYMNTS

JULY 21, 2017

According to McDerment, the funding reflects investors’ recent uptick in interest for accounting technologies for the self-employed. The company provides accounting and bookkeeping services to small businesses and claims to be the first to have automated information processing when SMEs upload receipt and invoice images. This week U.S.-based

Management 100

Management Capital Taxes Security 100

PYMNTS

MAY 3, 2016

“Now is a critical time for small businesses as the country anticipates a change in leadership and new opportunities and challenges, such as market dynamics and new regulations and tax laws, which can have a significant impact on business results,” stated Capital One Head of Small Business Banking Keri Gohman in announcing the results of the report.

Capital 100

Capital social media Leadership Millennials 100

FICO

MARCH 25, 2022

At the core, explainability in fraud management means that we have an understanding of the methods used, how the systems work and how data points inform the decisioning that happens. Effective Fraud Management Requires Explainable Technology. In other words, a fraud management system isn’t a black box. My Take on Explainability.

Fraud 52

Fraud Management System Course 52

PYMNTS

OCTOBER 10, 2018

In the battle of the payment rails, a few technologies tend to dominate the conversation. According to AscendantFX president and Chief Executive Officer Jason Mugford, wires offer opportunity for technological improvement, and play a key role in the rising collaborative relationship between banks and FinTech firms.

Fraud 116

Fraud Compliance Innovation Payments 116

PYMNTS

MAY 17, 2017

Beyond the changes in the economy at large, or the revenues or operating expenses generated in tax returns, or discrete data points that form the basis of a conversation between applicant and financial institution, tracking the risk status can be a challenge.

Lending 101

Lending Data Taxes Tools 101

PYMNTS

MAY 27, 2016

The company explained that it integrates Big Data analytics and traditional financial assessment strategies to provide financing to entrepreneurs and small businesses that are underserved by traditional banks. With heightened data capture capabilities, Expensya said that it has also enhanced data analytics and integration tools for SMEs.

Capital 100

Capital Management Taxes Security 100

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. Countingup offers businesses a mobile app that includes banking, bookkeeping and tax reconciliation services.

Fintech 109

Fintech Capital Lending Software 109

PYMNTS

APRIL 14, 2017

After it became illegal in the United States through the Marihuana Tax Act of 1937, the business of selling cannabis went mostly underground. For consumers, accessibility and lack of information are significant barriers to purchasing cannabis. Not until 2004 did cannabis become legal for non-medical use in certain areas of the country.

Las Vegas 140

Las Vegas Los Angeles Retail United States 140

CB Insights

DECEMBER 15, 2020

24 Industries & Technologies That Will Shape The Post-Virus World. These companies differentiate themselves from traditional human advisors with lower fees, 24-hour automated support, portfolio rebalancing, and tax optimization, which can translate to higher returns for investors in the long run. First name. What’s next?

Management 87

Management Fintech Industry Trends 87

PYMNTS

SEPTEMBER 19, 2019

It becomes imperative not just to have access to real-time payments as an actual payment option (and to, perhaps, finally kill the paper check) but to also have access to real-time information and automation. The growth in eCommerce transcends all industry verticals. And equipped with that, toward high automation of operational treasury. “If

Management 116

Management Operations Payments Course 116

FICO

JANUARY 22, 2020

Banks will need to move beyond passwords and OTPs and add biometrics, device telemetry and customer behavior analytics to keep up with the changing payments landscape. AI can’t slow down the clock, but it can help create systems that are radically quicker to recognize a transaction that smells likely to be fraudulent.

Survey 52

Survey Fraud Payments Analytics 52