CPA Practice

MARCH 22, 2024

Founded in 2004, the Seattle-based Avalara arrived in the Triangle in 2013 after it acquired the Raleigh firm Tax Technology Services. Avalara is hiring locally in all departments, Deobald said, including legal, sales and customer account management—though she noted the Triangle office has comparatively fewer engineers.

North Carolina 59

North Carolina E-commerce Technology Tax 59

MineralTree

APRIL 4, 2024

Leveraging AP automation for a faster process The invoice approval process is a bottleneck for many AP teams. Automation lets you set up custom workflows that automatically route invoices through the various steps of approval. Automating invoice approvals with NetSuite in this way boosts accuracy and efficiency.

Approval Workflows 52

Approval Workflows NetSuite AP Automation Technology 52

PYMNTS

JANUARY 13, 2020

In today’s top payments news, Wells Fargo is trying to revamp its approach to technology to appease regulators, and Goldman Sachs finally launches a mobile app for its online-only bank, Marcus. Wells’ Growth Reportedly Hampered By Old Systems, Tech Failures. Also, Karen Webster examines the economics of delivery aggregators.

Technology 52

Technology B2B account management accounting manager 52

Basis 365

MARCH 6, 2024

Clunky, outdated accounting methods or tools waste time, create inaccuracies, and slow decision-making. Technology is harnessed to automate tasks, freeing your team to focus on core business activities. We currently support the accounting platforms Xero and QuickBooks Online. The result?

bookkeeping 64

bookkeeping accounting and finance bookkeeping services Technology 64

Going Concern

MAY 11, 2023

The SMO service will be led by Keith McNichols, who describes himself on LinkedIn as a “visionary, strategic thinker, and transformational leader with 20+ years of expertise in Marketing, Customer Experience, Account Management and Business Development.

cpa firm 108

cpa firm Technology audit CPA 108

PYMNTS

NOVEMBER 8, 2017

Help yourself: Unattended retail just got more seamless and widespread with USA Technologies ’ acquisition of Cantaloupe Systems, Inc. The deal is expected to close by the end of this week, according to a press release from USA Technologies. Herbert, chairman and chief executive officer of USA Technologies.

Technology 46

Technology Retail account management accounting manager 46

CPA Practice

APRIL 28, 2023

a provider of cloud-based tax compliance automation for businesses of all sizes, has announced the return of Avalara CRUSH in person, its annual tax and technology event. You’ll also have the opportunity to review contracts and discuss additional technology needs. Avalara, Inc. , and in the U.K.

Colorado 64

Colorado Technology Tax Education 64

PYMNTS

NOVEMBER 8, 2017

Help yourself: Unattended retail just got more seamless and widespread with USA Technologies ’ acquisition of Cantaloupe Systems, Inc. The deal is expected to close by the end of this week, according to a press release by USA Technologies. Herbert, chairman and chief executive officer, USA Technologies.

Technology 46

Technology Retail account management accounting manager 46

Accounting Insight

JULY 27, 2023

In contrast to the archaic and inefficient offerings prevalent in the industry, it leverages technology to significantly simplify the entire process. The Platform’s ease of use provides an edge over competing legacy pension providers, freeing accountants from the burden of outdated technology and poor customer support.

Account 52

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PYMNTS

AUGUST 12, 2020

In this week’s roundup of open banking initiatives and bank-FinTech tie-ups, PYMNTS finds a renewed push to strengthen SMB banking experiences including financing, account management and more. Agora Services To White-Label Technology. CIH Integrates Finastra Tech. Funding Circle Takes A Closer Look At Open Banking.

North Carolina 77

North Carolina Technology accounting and finance Finance 77

CPA Practice

AUGUST 17, 2023

“Our research indicates common themes uniting wealth management and asset management firms’ priorities,” said Anna Kooi , financial services and institutions practice leader at Wipfli. Recruiting top talent and implementing technology are key concerns for both industries. recession in the next 12 months.

Technology 52

Technology accounting firms account management accounting manager 52

CPA Practice

FEBRUARY 16, 2023

To manage this sales tax challenge, Robin has been recommending Avalara to her clients. Through its partnership with Avalara for Accountants , VARC Solutions can provide referral services to clients to ensure they adopt the right tax technologies, helping them minimize risk and increase efficiency.

Sales 52

Sales Tax South Dakota bookkeeping 52

CPA Practice

OCTOBER 23, 2023

To learn more about NetSuite Text Enhance, please visit: Oracle NetSuite Embeds Generative AI Throughout the Suite to Help Organizations Boost Productivity NetSuite Planning and Budgeting : New AI-powered capabilities in NetSuite Planning and Budgeting help organizations automate data analysis to improve and accelerate decision making.

NetSuite 45

NetSuite E-commerce accounting and finance Technology 45

PYMNTS

MARCH 26, 2019

billion acquisition of treasury management technology firm Kyriba , according to Private Equity News reports on Monday (March 25). That partnership was made possible by Kyriba’s global connectivity hub, which aims to link financial systems to treasurers for integrated, automated treasury management processes.

Technology 66

Technology account management accounting manager Account 66

ThomsonReuters

APRIL 18, 2023

The accounting profession has faced a profound shift in recent years: from significant regulatory changes to an influx of innovative technologies, to reimagined business models, to an increase in client expectations. And today, many public companies are rethinking their processes and technology to ensure long-term sustainability.

Account 52

Account accountant accounted Technology 52

Xero

AUGUST 24, 2022

Speeding up workflows with automation. Many of our customers enjoy bank feeds, which automatically imports data into Xero so you can reconcile your accounts. You will: see your daily BMO balances and transactions in your Xero account automatically (no need to sign into online banking or manually export or upload files).

bookkeeping 75

bookkeeping Louisiana Technology Tax 75

Accounting Insight

AUGUST 16, 2023

A survey commissioned by QuickBooks (and reported on CPA Practice Advisor), found that 9 out of 10 accounting firms struggle to find quality job candidates. Challenge 2: Retaining A-Players Attracting A-player accountants is one thing; retaining them is a completely different ballgame. But what exactly is an “A-player” for a CPA firm?

cpa firm 52

cpa firm CPA Technology quickbooks 52

PYMNTS

SEPTEMBER 20, 2019

The freight payments space may be exploring how autonomous and connected vehicles could promote payments automation for fleets, but investors today are hoping to start with just getting those autonomous vehicles on the road, first. million for its technology from Breega and existing backer Axeleo Capital.

B2B 49

B2B bookkeeping Technology accounting and finance 49

PYMNTS

NOVEMBER 16, 2018

15), the company announced the launch of eCMS Connect for Comdata Virtual Card, enabling Computer Guidance clients to automate vendor payments. Commercial contractors using Computer Guidance’s ERP technology are now provided with virtual card B2B payment capabilities through the partnership, the press release said.

Construction 49

Construction accounts payable B2B Technology 49

MineralTree

FEBRUARY 29, 2024

However, managing payments through QuickBooks alone involves resource-intensive manual processes and limits teams’ ability to handle diverse invoice types. But with the right AP automation solution, you can automate and simplify the entire AP process. How do QuickBooks payments work without AP automation?

AP Automation 52

AP Automation quickbooks Technology AP Processes 52

PYMNTS

APRIL 23, 2018

Logistics company Supplylogix has reportedly secured a patent pertaining to inventory management technology, reports in Citizen Tribune said Friday (April 20). The pharmaceutical industry is active in the exploration of tech and FinTech to enhance supply chain and other business management processes.

Pharmaceutical 40

Pharmaceutical Technology accounting and finance Finance 40

PYMNTS

JULY 31, 2019

As PYMNTS readers know, the role and appeal of FinTech is increasing significantly as consumer demands rapidly change, and technology and regulatory efforts encourage further innovation in digital payments and global transactions. But the vast majority of scientific progress is a team effort. And that’s where we come to FinTech.

Sports 76

Sports Technology Gaming account management 76

PYMNTS

FEBRUARY 16, 2018

Sands Capital Ventures led the investment, which NepFin recently told PYMNTS’ Karen Webster will go toward expanding its origination team and investing in its underlying technology and data capabilities. Accounts Payable Automation. eInvoicing.

B2B 49

B2B accounts payable Accounts Payable Automation Technology 49

Snyder

NOVEMBER 22, 2022

It can be hard to keep up with new opportunities and technologies in our rapidly changing and evolving world, especially in a professional field such as accounting. According to the recent statistics about the accounting software’s role in accounting processes: Almost 75% of accounting tasks can be automated by using the software.

accounting principles 52

accounting principles basic accounting Account accountant 52

Withum

DECEMBER 11, 2023

In today’s digitally driven business landscape, having an efficient and integrated technology stack is vital for optimizing productivity, streamlining operations and gaining a competitive edge. Power Automate: Power Automate, automates repetitive tasks and processes across different applications.

Technology 52

Technology accounting and finance account management accounting manager 52

PYMNTS

MAY 22, 2018

UK Banks Need To Invest In Cutting-Edge Tech To Fight Cybercrime. Sage will offer its small business customers of its accounting and business services offerings in Spain B4B Payments’ existing expense management prepaid card solution. The site can also be forced to cough up a user’s Wi-Fi name and password.

Expense Management 40

Expense Management Technology account management accounting manager 40

PYMNTS

NOVEMBER 10, 2017

These moves are tremors of a much bigger retail earthquake, according to USA Technologies chairman and CEO Stephen Herbert. That’s why USA Technologies, which focuses on cashless mobile enablement, has acquired Cantaloupe Systems , which focuses on inventory management and logistics. Better Together.

Retail 58

Retail Technology New York Start-ups 58

PYMNTS

FEBRUARY 21, 2019

The company’s plan to operate as a digital-only bank is a growing strategy in the SMB challenger banking sphere, reflecting a younger demographic of entrepreneurs and increasing expectations among bank customers of all types for more sophisticated technology. Power research, published in October, found that, in the U.S.,

accounting and finance 54

accounting and finance Technology Finance Construction 54

PYMNTS

SEPTEMBER 6, 2016

It may seem like global expansion for the expense management company, but according to CEO David Barrett, it’s simply a reflection of the already globalized operation of the company. In fact, he says, expense reporting and accounting management has always had to be capable of supporting international corporate spend.

Expense Management 40

Expense Management Technology Spend Management accounting and finance 40

PYMNTS

JULY 23, 2018

“Instead of focusing on value-add initiatives that help drive the business, treasurers and their teams, along with cash accounting managers, are stuck spending literally thousands of hours updating and manipulating spreadsheets. The conversation surrounding ongoing reliance on manual spreadsheets has been happening for years.

accounting and finance 40

accounting and finance Finance account management accounting manager 40

PYMNTS

MARCH 16, 2018

Pilot.com built its platform on top of QuickBooks Online and combines software with human account managers for each customer. With new funding from American Express Ventures, EverCompliant said it will expand its team and focus on technology development. Already, the company said, more than 150 businesses are using the tool.

B2B 40

B2B bookkeeping California Technology 40

PYMNTS

JUNE 16, 2017

As technology helps ramp up and streamline most processes, people can sometimes let the basics of what it takes to run a successful business fall by the wayside. In addition to modern-day technology, Johnson also stressed the importance of having a good team and maintaining open lines of communication.

Technology 40

Technology Start-ups account management accounting manager 40

Withum

SEPTEMBER 13, 2023

The client brought in Withum’s Digital and Technology Transformation team to ensure a successful migration and effectively manage any associated risks. Contact Withum’s experienced Digital and Technology Transformation Services Team today to move forward with confidence.

Non-Profits 52

Non-Profits Technology Education Maine 52

Snyder

FEBRUARY 13, 2023

In this article, we’ll review finance and accounting outsourcing (FAO), in particular its benefits for small and medium businesses. We’ll also discuss how accounting software can streamline and optimize your business operations. To automate your finance and accounting, sign up for a free trial or book a demo. Contents: 1.

accounting and finance 52

accounting and finance Finance Account accountant 52

MineralTree

FEBRUARY 22, 2024

By automating workflows to pay domestic and foreign invoices, SMBs can leverage Sage Intacct to increase efficiency and accelerate future growth. This blog takes a deeper dive into how your business can benefit from integrating your AP automation with Sage Intacct. But are they getting the most out of the platform?

AP Automation 52

AP Automation Oklahoma Technology accounting and finance 52

Ryan Lazanis

AUGUST 22, 2022

Important Categories to Evaluate When evaluating accounting firm workflow management software, I would recommend taking a look at it in terms of the following categories: Task & Project Management Tracking Without proper task & project management tracking, your accounting or tax software for your firm is essentially useless.

Account 105

Account accountant accounted quickbooks 105

Accounting Insight

FEBRUARY 22, 2023

The team at IRIS deeply understands our technology requirements and shares our passion to provide innovative solutions to help clients in all aspects of business. This includes regular business reviews with a dedicated account manager to develop new services at pace and deliver next-level client support.

accounting firms 83

accounting firms Account accountant accounted 83