finance Archives - Page 3 of 7

Gem: Tech & Finance News

Gem: Tech & Finance News is an app available on the App Store that provides users with access to the latest technology and finance news. Users can read reviews, compare customer ratings, and view screenshots of the app before downloading it onto their iPhone, iPad, or iPod touch.

The app allows users to stay informed about developments in the tech and finance industries. It offers a convenient platform to access news articles, updates, and analysis in these fields. By providing a comprehensive selection of news stories and reports, Gem enables users to stay up-to-date with the latest trends, innovations, and market insights.

Gem: Tech & Finance News is designed for users who have an interest in technology and finance and want to keep track of the latest news and developments in these sectors. Whether users are enthusiasts, professionals, or investors, this app aims to provide them with a convenient and concise way to access relevant information.

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CPA Pilot

CPA Pilot is an innovative AI tool designed specifically for tax accountants who often find themselves overwhelmed and under immense pressure to stay updated with tax laws while catering to client demands round the clock. This powerful tool empowers tax accountants to enhance their productivity by tenfold, revolutionizing their work, tax practice, and ultimately, client satisfaction. With its cutting-edge ChatGPT technology, CPA Pilot automates crucial aspects of the tax accountant’s workflow, including research, client communication, and marketing.

By leveraging the capabilities of CPA Pilot, tax accountants can now streamline their research process, saving valuable time and effort. The tool’s AI-driven algorithms swiftly gather and analyze relevant tax information, providing accountants with accurate and up-to-date insights at their fingertips. This enables tax professionals to make informed decisions and offer expert advice to their clients with ease.

Moreover, CPA Pilot acts as a virtual assistant, facilitating seamless communication between tax accountants and their clients. Through its intuitive chat interface, the tool enables accountants to efficiently address client queries, provide real-time updates, and offer personalized guidance. This not only enhances client satisfaction but also fosters stronger client relationships, leading to increased loyalty and referrals.

Additionally, CPA Pilot empowers tax accountants to optimize their marketing efforts. By automating various marketing tasks, such as content creation, social media management, and email campaigns, the tool enables accountants to effectively promote their services and expand their client base. This allows tax professionals to focus more on their core expertise while effortlessly attracting new clients and growing their practice.

In summary, CPA Pilot is a game-changing AI tool that revolutionizes the way tax accountants work. By automating research, client communication, and marketing, this tool empowers tax professionals to significantly enhance their productivity, deliver exceptional client service, and ultimately thrive in the ever-evolving world of tax accounting.

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Riskified

Riskified is an AI-powered fraud and risk intelligence platform designed to assist leading global ecommerce enterprises in their fraud prevention and chargeback fraud protection efforts. The platform enables businesses to make revenue-critical decisions by leveraging eCommerce risk management tools.

Riskified’s solution offers a wide range of features, including chargeback guarantee, dispute resolution, account security, policy protection, and PSD2 optimization. The chargeback guarantee feature helps prevent fraud while increasing revenue by approving more legitimate transactions and taking on fraud liability to reduce costs. It provides real-time order decisions and can scale to adapt to business growth.

Dispute resolution streamlines chargeback management operations by offering a centralized platform to view and manage chargebacks across all reason codes and gateways, while automation helps avoid missing chargeback deadlines. Riskified’s policy protection feature identifies abusive and expensive shopper behavior, enabling businesses to stop policy abuse and protect their profits.

Additionally, the account secure feature prevents unauthorized access to shopper accounts, building trust by ensuring frictionless access for legitimate customers and blocking malicious account takeover attempts. Moreover, Riskified’s PSD2 optimization feature reduces friction and drives conversion by minimizing Strong Customer Authentication (SCA) requirements while safeguarding the risk profile with card issuing banks.

Overall, Riskified’s AI-powered fraud and risk intelligence platform provides enterprise ecommerce merchants with the necessary tools to maximize revenue, expand their business, provide better customer experiences, and mitigate risks associated with fraud, chargebacks, policy abuse, account takeover, and payments.

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Wallet AI

Wallet.AI is a San Francisco-based company that creates intelligent engines for helping people make better financial decisions. Their AI tool analyses millions of pieces of data to provide location-based financial advice to users.

Their aim is to enhance the customer analytics service for banks and capital markets, especially in personal finance. Using smart machines, Wallet.AI informs users about their financial behavior and recommends better options for daily financial decisions. The company has been featured by NPR, Wired, Institutional Investor, and others, receiving positive feedback on their work.

They provide users with a way to monitor and quantify their finances, empowering them to make informed decisions. Wallet.AI builds intelligent engines that automatically extract and process data to provide insights to users.

The company has a website that includes a request invite feature for users to access their AI tool. Wallet.AI invites developers and journalists to contact them for more information. Overall, Wallet.AI’s tool is a useful resource for people looking to improve their daily financial decisions using AI technology.

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Paymefy

Paymefy is an AI-powered debt collection tool that helps businesses recover overdue payments quickly and at a reduced cost. The tool facilitates debt collection by creating smart notification sequences personalized for each customer that are sent through different channels until payment is made.

Paymefy also offers a range of payment options to make it easier for customers to pay, including customizable payment links that allow customers to pay outstanding debt with a single click. The tool also allows customers to pay multiple invoices at once or in installments, with or without interest, which can be customized based on business needs.

Moreover, Paymefy is designed to reduce operating costs associated with debt collection by automating the collection process and extracting unpaid invoices directly from CRM. It also offers easy customization options, allowing businesses to communicate with customers with their own visual identity.

Paymefy can integrate with CRM and ERP systems through its API for more efficient and cost-effective debt collection. Overall, it is a useful tool for businesses seeking to optimize debt collection using AI-powered technology.

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Flyfin tax

FlyFin Tax is an AI-driven tax service designed for self-employed individuals. With the power of artificial intelligence, this tool aims to identify every possible tax deduction for its users. By automatically scanning users’ expenses, FlyFin Tax eliminates 95% of the work typically required for tax deductions. Trusted by over 100,000 freelancers, this service employs expert tax CPAs who specialize in filing 1099 state and federal tax returns. With a combined experience of 250 years in all aspects of US taxes, the tax team ensures a 100% accurate tax review, preparation, and filing. By utilizing FlyFin Tax, users can expect to save an average of 10-30% more on their taxes.

Signing up and securely linking their accounts allows users to benefit from the AI system’s ability to find every possible tax deduction. Users have the flexibility to accept or reject the deductions found, or they can seek the evaluation of a CPA. To ensure comprehensive tax reporting, FlyFin Tax provides users with an industry-leading, in-depth tax report prepared by CPAs and powered by AI. This approach guarantees that no deductions are missed. The service offers three plans: Basic, Standard, and Premium. Users can try FlyFin Tax free for seven days and have the freedom to cancel anytime.

The Premium plan offers users the advantage of having all tax filings handled by a CPA, along with additional benefits such as tax audit insurance and unlimited CPA advice. Furthermore, FlyFin Tax provides users with the world’s most accurate quarterly tax calculator, which takes into account income and deductions. With its comprehensive features and expert support, FlyFin Tax is a valuable tool for self-employed individuals seeking to optimize their tax savings.

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DocQmentor

DocQmentor is an AI-powered digital automation solution designed to streamline and optimize productivity in finance, logistics, HR, and compliance functions. As a low code and fully automated document management solution, it utilizes the latest advancements in artificial intelligence and machine learning. DocQmentor enables workflow automation by providing the capability to scan, sort, extract data, run analysis, and store documents consistently.

Designed specifically for finance, inventory, HR, and admin departments, DocQmentor maximizes the investments made by enterprises in Microsoft platforms like M365, Power Apps, Dynamics CRM, and Business Central. It leverages the integrations with these platforms to deliver smart automation solutions for various teams.

One of the key features of DocQmentor is its ability to automate repetitive tasks within workflows. Users can simply drop their files into the designated DocQmentor folder, and the tool handles the rest. It scans the files, extracts keywords, renames the files, applies metadata, and securely files them in M365. The documents can be easily searched and retrieved in under a second.

In terms of security, DocQmentor utilizes the high-end security already built into Microsoft 365, eliminating the need for additional security systems. Only authorized individuals with proper credentials can access, edit, and delete files within the DocQmentor system. Additionally, DocQmentor automatically applies protection to documents based on the type of information they contain.

To ensure accuracy, DocQmentor assigns recognition confidence scores to processed forms, allowing users to monitor data inputs. When the confidence score falls below a set threshold, the system can reroute the document for manual intervention, preventing the collection of inaccurate data.

DocQmentor can be easily integrated with leading business applications, including CRM, ERP, HR systems, email software, portals, and homegrown software, making it a versatile solution customized to individual business ecosystems.

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Nemo

Nemo is an AI digital assistant designed for busy chief financial officers (CFOs) to solve complex problems. It offers voice-controlled analytics to automate financial analysis and simplify the presentation of financial performance data.

With Nemo, CFOs can monitor their company’s financial performance by analyzing critical statements such as the P&L and Balance Sheet, identifying trends, areas for improvement, and making informed decisions to drive growth. Nemo also integrates with accounting systems to provide daily progress updates, allowing CFOs to track expenses and gain insight into their spending habits.

Additionally, Nemo simplifies financial reporting with a visual scorecard that condenses multiple financial metrics into one screen for easy consumption. CEO’s can visualize their financial performance using visuals like P&L, balance sheet, cash, accounting ratios, and more.

Nemo offers quick answers by delivering reports and analyses within seconds, eliminating the waiting time typically associated with financial information retrieval. It requires only speech or text commands, eliminating the need for a dashboard, spreadsheet, or finance experience.

Furthermore, Nemo aims to free up accountants by automating traditionally manual and time-consuming tasks, allowing them to focus on more critical responsibilities and achieve a better work-life balance. By leveraging Nemo’s finance automation capabilities, businesses can potentially save up to 60% on labor costs.

Overall, Nemo provides CFOs with an efficient and accurate AI tool for financial analysis and reporting, reducing time and effort required for these tasks.

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Owny

Owny is a financial technology tool that provides a comprehensive platform for businesses to manage their capital and banking needs. It offers AI-powered features to streamline processes related to private capital management, investors, and treasury. The tool caters to various industries such as startups, private equity and venture capital funds, real estate, and more.

For startups, Owny enables the management of SAFE (Simple Agreement for Future Equity) and Convertible Notes using industry-standard templates. It also offers AI tools for funds to onboard existing and new funds, using both standard and custom templates.

The tool facilitates investment activities in real estate by allowing users to share listings, process contracts, and manage deposits for private real estate offerings.

Investors can benefit from a private dashboard that provides dedicated accounts, investment management features, verifications, and more.

Furthermore, Owny covers global payment transfers through its FX/ACH/Wire module, which manages outgoing and incoming payments linked to specific private offerings.

The tool also offers back-office tools for transaction reporting, compliance management, and custom updates. Users can track interest, sales activity, and inventory through interactive data analytics tools.

Owny allows users to create and share agreements for seamless closing processes, payments, refunds, and other contractual activities.

Additionally, the tool provides ongoing support through a dedicated team of specialists, ensuring a white-glove service experience for users and stakeholders.

It is important to note that Owny is a financial technologies company, not a registered broker-dealer or a bank, and it does not provide legal, tax, or investment advice. The platform partners with registered investment advisers to offer certain investing features, and all investment advisory services are provided by these third-party advisors. Users should be aware of the potential bias due to the partnership when considering investment options. Investing involves risk, and projected or hypothetical performance should not be considered as guarantees of future investment outcomes.

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Abe AI

Abe AI is an AI-powered banking solution that enables banks and credit unions to deliver exceptional customer service, streamline operations, and drive profitable growth.

With its Virtual Financial Assistant and Conversational AI Platform, Abe AI offers customizable solutions tailored to the specific needs of financial institutions. This allows them to engage customers in their preferred channels and languages, promoting both customer and operational efficiency. The Virtual Financial Assistant promotes financial wellness by providing personalized interactions and self-serving capabilities to consumers.

On the other hand, the Conversational AI Platform empowers financial institutions with fully featured products, enhancing customer experiences and increasing operational efficiency. Abe AI’s technology is designed specifically for banks, credit unions, and wealth managers, utilizing personalized Natural Language Understanding and advanced machine learning techniques to create engaging dialogues and improve language understanding.

The integration of Abe AI’s technology with existing and new security protocols ensures secure and private interactions across all channels, simplifying and enhancing the digital banking experience. Overall, Abe AI offers a powerful tool for financial institutions to enhance their customers’ digital banking experience while improving their own operational efficiency and gaining valuable data insights.

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