Tagged: workflow automation

January 18, 2026 @ 8:31 am By Tony Zerucha  |  

Atomic Insights, a provider of money-movement and workflow automation tools for RIAs and family offices, has raised $10 million in seed funding led by Aquiline with participation from Northwestern Mutual Future Ventures and existing investors. Atomic Insights is targeting a large and fast-growing segment of the… Read More

November 22, 2023 @ 4:34 pm By Omar Faridi  |  

FloQast, a provider of accounting workflow automation software created by accountants for accountants and an AWS Qualified Software Partner, announced that the FloQast Accounting Operations Platform is now “available in AWS Marketplace, a digital catalog with thousands of software listings from independent software vendors that… Read More

October 1, 2023 @ 9:47 pm By Omar Faridi  |  

FloQast, a provider of accounting workflow automation software created by accountants for accountants, announced today a strategic consulting partnership with PwC Germany, a global firm focused on assurance, advisory, and tax services. This collaboration aims to transform financial close processes “for businesses across German-speaking countries… Read More

September 11, 2023 @ 9:14 am By Omar Faridi  |  

No-code tools allow anyone to build apps and automate workflows using a visual interface—no coding or technical skills required, the team at Zapier noted in a recent update. According to Zapier, these tools experienced a dramatic rise “in adoption over the past few years due… Read More

April 2, 2023 @ 11:39 pm By Omar Faridi  |  

Over the past few years, there has been a proliferation in the number of SaaS apps a person can use at their company “for HR admin work – worker contract creation, paid time off tracking, task management – the list goes on and on.” As… Read More

March 23, 2023 @ 8:57 am By Omar Faridi  |  

Merchants National Bank and Teslar Software recently announced their partnership in order to streamline the banking institution’s lending processes, “replacing manual tasks with robust automated workflows and supporting strategic growth efforts.” Linda Smith, VP and head of credit administration at Merchants National Bank, said: “As… Read More

March 19, 2023 @ 2:48 pm By Omar Faridi  |  

FloQast, a provider of accounting workflow automation software created by accountants for accountants, announced its expansion into Australia and New Zealand, with plans to establish and scale a local headquarters in Sydney. With global interest increasing as FloQast establishes itself “as an emerging international leader… Read More

March 6, 2023 @ 6:56 am By Omar Faridi  |  

Six in ten (63%) UK accounting and finance professionals are “concerned over the accuracy of their company’s monthly financial statements,” according to new research published by FloQast, a provider of accounting workflow automation. Accounting and finance teams are feeling “the pressure of the recessionary environment,… Read More

June 21, 2022 @ 2:17 pm By Omar Faridi  |  

Kofax, a supplier of Intelligent Automation software for digital workflow transformation, recently announced it has acquired Tungsten Corporation, a global B2B e-invoicing network that “facilitates and streamlines complex invoice-to-pay processes.” Tungsten provides a platform “for onboarding of suppliers, PO exchange, invoice processing, e-invoicing, compliance and… Read More

February 4, 2022 @ 8:09 pm By Omar Faridi  |  

Trovata, the Fintech firm focused on automating cash workflows via multi-bank API data aggregation for corporate finance and treasury teams, recently announced a distribution agreement with Capital One (NYSE: COF). In connection with the partnership, Capital One will “market and refer Trovata’s cash management platform… Read More

June 13, 2020 @ 2:06 pm By Omar Faridi  |  

PARSIQ, a blockchain monitoring and workflow automation platform that provides tools for analyzing, detecting, and preventing cryptocurrency-related fraud, and Dash NEXT, the Asia-based business development division supporting Dash (a digital asset platform), are extending their existing partnership. PARISQ and Dash NEXT aim to enable real-time… Read More