Practice Management: Tools for managing client relationships, workflow automation, document management, and time tracking, especially beneficial for accounting firms and financial professionals.
FinOps Tech
Accounts Payable (AP) automation for handling invoices and payments efficiently
Accounts Receivable (AR) automation for streamlining collections and cash flow management
Financial close software for consolidations, reconciliations, and closing processes
Real-time tracking of cash flow and operational expenses
LendTech
Automated credit scoring and underwriting
Alternative lending options (e.g., peer-to-peer lending, microloans)
Digital loan application and processing
Data-driven risk assessment
InsurTech
Automated underwriting and digital policy management