CB Insights

MARCH 4, 2022

Anrok , a SaaS sales tax solution, has raised $20M in a Series A. The round drew participation from Index Ventures and Sequoia Capital. California-based Anrok unifies sales tax monitoring, calculation, and payments processes across the enterprise financial stack. HOW’S THE COMPANY PERFORMING? Want the full post?

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Taxes San Francisco Software Compliance 59

PYMNTS

JULY 9, 2019

small business lender and commercial card company Capital on Tap is collaborating with accounting software company Receipt Bank to launch the Receipt Bank Card, a commercial card solution for small businesses, according to a press release Monday (July 8).

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Capital Cards Software Taxes 143

Bank Innovation

MARCH 23, 2017

investors is at its highest point since 2000, but most would still place any money from a (unlikely) tax cut right into the bank. While the majority of investors aren’t expecting a slash to their taxes, 47% of them would put the additional money towards improving their financial health, and only 8% […]. Optimism among U.S.

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Taxes Capital Online Technology 170

PYMNTS

APRIL 10, 2020

TurboTax , the online tax preparation service, has said it is launching a free stimulus registration system to help people who don’t need to file a tax return. Approximately 10 million people in the country don’t have to file taxes, and roughly 80 percent can receive a stimulus check. . v in a recent interview with PYMNTS.

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Taxes Tools Payments Los Angeles 216

BankUnderground

OCTOBER 23, 2024

These policies, which include subsidies for green production or investment, carbon taxes, and cap and trade schemes , are crucial for guiding the transition to a greener economy. We examine two major types of policies currently implemented and discussed worldwide: green subsidies and carbon taxes.

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Policies Taxes Resources US 108

Bank Innovation

MARCH 31, 2016

Maybe tax season has mobile users worrying about their credit history, or contemplating borrowing some cash? Tax worries seem to already be a thing of the past. Last week Credit Karma passed Chase Mobile to slip into first place on both Android and iOS platforms.

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Taxes Google Mobile America 150

PYMNTS

OCTOBER 25, 2019

Yet, small business (SMB) banking wasn’t the only highlight of this week’s B2B venture capital roundup, with the two largest fundraises showcasing China’s rising B2B FinTech ecosystem in areas like expense management and invoicing. Hainan Golden Technology. Starling Bank.

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Capital Fintech blockchain Management 101

PYMNTS

OCTOBER 14, 2019

We launched our first distributed ledger technology in trade finance as early as 2017. Our decision to take part in the pilot project was prompted by our intention to optimize the process of interaction with partners based on blockchain technology.

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PYMNTS

JANUARY 26, 2018

And lest you think changes in tax policy sow confusion only in the United States, think again. Bitcoin breeched a key psychological barrier on news that the South Korean government would tax income earned by virtual currency exchanges to the tune of 24.2 This past week saw a wild ride. For someone in the U.S.,

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Bitcoin Taxes cryptocurrency Regulation 123

South State Correspondent

APRIL 4, 2024

However, because bank capital has an average expected life of 15 to 20 years, bank managers must gauge and react to secular changes that will impact their business model. As risk management becomes more prominent, technology and data mining become an indispensable tool. With time, these changes will only amplify.

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Risk Management Community Bank Policies Community 195

PYMNTS

DECEMBER 27, 2019

We have a deep dive into spend management in addition to news involving the Sprint and T-Mobile merger, as well as data on state tax laws. . A ‘Diaper’ By Any Other Tax Code: The Complexities Of Selling Across State Tax Laws. Gov’t Fights States’ Bid To Block Sprint, T-Mobile Merger Saying Move Would Slow 5G.

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Taxes Mobile Management blockchain 101

MyBankTracker

AUGUST 12, 2020

Personal Capital is an online wealth management concept that started in 2009. Today, Personal Capital offers two sets of tools depending on whether you pay for their services or not. Personal Capital provides a paid wealth management service for those with $100,000 or more in investable assets. This is done securely.

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Tools Capital Management Taxes 52

PYMNTS

MARCH 22, 2017

The funding will help with upfront capital provided to those farmers. Within banking, SolarisBank garnered $28 million, with venture capital provided by Arvato Financial Solutions, among others, which will be taken to expand the European technology platform, furthering geographic reach. The same is true for investments.

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Technology Colorado Tools Denver 119

PYMNTS

MAY 3, 2016

The latest findings from Capital One’s Spark Business Barometer found a significant decline in small business optimism this year compared to their sentiments this time last year, reports said on Monday (May 2). Capital One did uncover good news, however. The economy may be in recovery, but small businesses in the U.S.

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Capital social media Leadership Millennials 100

PYMNTS

MAY 19, 2020

The purchase comes as Ontario Systems has recently shifted to being backed by private equity money, as it was acquired last year by New Mountain Capital, according to a Government Technology report. SwervePay, meanwhile, offers text payments and automated balance messages on top of its main services for electronic payments.

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System Payments Taxes Software 239

PYMNTS

JULY 31, 2020

In a venture capital slowdown, any investment round is a win. The company’s Series B investment round was led by Viola Ventures and Rabo Frontier Ventures, while existing backers Lightspeed Venture Partners, Point Nine Capital, Speedinvest, 42CAP and others also participated. million in fresh investment for the industry.

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Security Data Capital Utah 166

PYMNTS

FEBRUARY 23, 2020

Intuit is known for making online tax filing service TurboTax, which is used by millions of people. Credit Karma offers a number of services including free access to one’s credit score and borrowing history, alerts to potential data breaches, and tax preparation and filing.

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Report Taxes Online Financial Technology 180

PYMNTS

JUNE 3, 2020

Foundation Capital, AltaIR Capital, Primary Venture Partners and Torch Capital also participated, the release states. David, along with fellow co-founder and Chief Technology Officer Liran Zelkha , have experience in banking for the past 20 years, the release states. There are around 60 million freelancers in the U.S.,

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Taxes Capital Tools Mobile 130

PYMNTS

APRIL 23, 2019

Bookkeeping is at the core of many essential processes in the back office: tax filing, working capital management and access to financing, to name a few. In the case of accessing capital, the Federal Reserve ‘s latest analysis has suggested that small business demand for financing in the U.S. The firm secured $1.8

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Fintech Taxes Capital Analysis 154

PYMNTS

NOVEMBER 13, 2020

Singapore-based Osome announced $3 million in new funding this week as an extension of its seed round, with XA Network and AltaIR Capital providing the latest investment, TechCrunch reported. Osome connects small and medium-sized businesses to a digital business assistant app to automate accounting, payroll and tax compliance workflows.

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Capital Cards Fintech Payments 229

PYMNTS

SEPTEMBER 8, 2020

He pointed to advancements in technology that allow people to tap into wages as they are earned to help alleviate financial stresses. The tax situation can also improve for individuals and their employers alike as workers move to leafier, suburban locales. Yet, in neighboring Connecticut, the top income tax rate is 7 percent.

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Taxes Los Angeles New York City New York 170

PYMNTS

AUGUST 6, 2019

The British tax authority wants cryptocurrency exchanges to share customer names and transaction data in order to track down unpaid taxes. While the HMRC declined to go into detail, saying it could jeopardize the assessment or collection of taxes, it confirmed that the request is within its jurisdiction.

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Bitcoin blockchain Taxes cryptocurrency 100

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.

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Fintech Capital Software Technology 131

PYMNTS

AUGUST 16, 2019

With more than $200 million in venture capital funding landing with B2B FinTechs this week, investors had their eyes set on a variety of pain points in corporate finance. Meanwhile, logistics, data analytics, and business travel technologies also won over investors. Lendingkart. ScaleFactor.

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Fintech Analytics Capital Lending 179

PYMNTS

FEBRUARY 10, 2017

Belgium’s capital city is becoming known for more than just housing major international institutions like EU Parliament, EU Commission and NATO. Its capital city of Brussels, which serves as a home base for various international organizations, is working to also becomes a top contender as a global tech center.

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Capital Regional Innovation Fintech 100

PYMNTS

NOVEMBER 10, 2017

Technology advancements mean two things: innovative solutions that aim to make consumers’ lives easier and a handful of cybercriminals who want to do anything but that. federal tax filers have made their disbursement preferences known. federal tax filers have made their disbursement preferences known.

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Data Taxes Capital Retail 100

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.

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Innovation Taxes Analysis Lending 150

PYMNTS

FEBRUARY 8, 2019

While the startups have big plans for those funds, including technological enhancements and staff expansions, it remains to be seen whether they will heed the advice to reserve cash. The company recently announced $10 million in venture capital funding, led by GV and Foundation Capital, while Amicus and Pierre Lamond also participated.

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Fintech Capital New York City Analysis 188

PYMNTS

OCTOBER 22, 2018

22) that it will buy Pennsylvania-based JetPay , “a provider of end-to-end payment processing and human capital management solutions,” according to a statement. JetPay ’s services include card acceptance, processing, payroll, payroll tax filing, human capital management services and other financial transactions.

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Payments Pennsylvania Capital Strategy 136

PYMNTS

SEPTEMBER 6, 2019

landed on the board, too, as alternative lending, small business banking, back-office financial management and accounts receivable technology enticed backers. Challenger bank Yelo, operating in India, raised an undisclosed sum from Matrix Partners India, Omidyar Network, Flourish VC and Better Capital, Inc 42 reports said this week.

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Fintech Capital Lending Operations 155

PYMNTS

MAY 29, 2020

Access to capital for small- to medium-sized businesses ( SMBs ) has always been vital, as well as a challenge. In some cases, when a traditional bank shuts the door on an SMB applicant, a business owner may not know where else to turn for capital. In some cases, tax advantages may be available.

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Capital Technology User Experience Strategy 168

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 said this week.

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Payments Capital Taxes Lending 149

Independent Banker

APRIL 30, 2022

Whether it’s products and services, technology strategies or employee benefits, independent community banks decide on their own terms what’s best for their business and their customers. 3-yr average pre-tax ROA. pre-tax ROA: 3.08%. pre-tax ROA: 2.83%. pre-tax ROA: 2.68%. What fits one does not fit all. Tuscaloosa.

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Community Bank Community Montana Taxes 172

PYMNTS

NOVEMBER 13, 2017

Small business owners have a lot on their plates today and, depending on who one asks, top concerns range from taxes to late invoice payments. Luckily, research from Bank of America, Wells Fargo, Capital One and others often point to one thing: Despite the challenges, small businesses are optimistic.

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Taxes Survey Capital America 105

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. .

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Taxes Lending Connecticut Capital 195

PYMNTS

FEBRUARY 1, 2021

While payroll may appear to be among the least volatile areas of capital outflows, there are plenty of factors that cause fluctuations in how much money is issued to employees — and when and how they get paid. That whole process is time-consuming and difficult, and ripe for a bunch of errors," he said. Cash Flow Implications.

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Strategy Taxes Management Trends 247

PYMNTS

SEPTEMBER 2, 2020

Brazilian digital bank Neon is gearing up for another big wave of expansion after landing hundreds of millions of dollars in venture capital funding. The MEI Fácil platform provides tax and payments products. Founded in 2016, Neon Pagamentos on Wednesday (Sept.

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Digital Banking Leadership Capital Taxes 143