Financial Services

Service Management
Intapp Says Professional Firms Solved the Wrong AI Problem
Intapp’s Firm AI blueprint reframes the professional-services AI debate around the business of the firm, arguing that individual productivity tools will not change firm economics unless AI reaches intake, conflicts, staffing, pricing, relationships, compliance, and institutional judgment.
Financial Management
Trintech AI Agents Are Targeting the Manual Work Behind the Financial Close
Trintech has launched two new AI agents designed to eliminate manual investigative work from the financial close process. The Flux Agent identifies material account fluctuations during the close, while the Variance Analysis Agent automates post-close budget-to-actual analysis. Both tools operate within governed financial workflows, keeping outputs connected to audit trails and human review controls.
Unit4 and Pragmatic AI
Analytics and AI
Zuora Pushes AI Agents Deeper into Quote-to-Cash Finance Work
Zuora is pushing AI agents deeper into the heart of quote-to-cash — expanding Zuora AI across catalog management, CPQ, revenue operations, and workflow automation. This analysis covers what the new agents do, how customers are already using them to tackle high-friction finance tasks, and why governance must scale alongside AI adoption in subscription billing environments.
Finance automation and treasury management
Financial Management
Perplexity Tests the Real Finance AI Question: Can the Agent Show Its Work?
Perplexity has introduced a finance-specific AI agent designed to provide trusted data integration, robust audit trails, and prebuilt workflows for corporate finance teams, emphasizing the importance of traceability for meeting audit and reporting requirements.
Tax Compliance
Global E-Invoicing Mandates Are Becoming an ERP Architecture Test
Sovos Compliance Network launches into a mandate wave that is pushing tax compliance directly into ERP transaction flows. For finance, tax, and architecture teams, e-invoicing is becoming a permanent operating condition rather than a series of local deadline projects.
Tax compliance and readiness
Tax Compliance
Does Your ERP Know What Tax Regime You’re In? A Compliance Readiness FAQ for Enterprise Finance Leaders
Tax compliance has evolved into a critical board-level consideration for ERP systems, emphasizing the need for real-time reporting, continuous transaction controls, and adaptable architectures while leveraging AI to address compliance challenges across jurisdictions.
Tax compliance and readiness
Tax Compliance
KPMG Puts Global Tax Incentives Inside Its Claude-Powered Gateway
KPMG has expanded its Digital Gateway by integrating the Incentive Credit Opportunity Navigator (ICON) in partnership with Incentify, providing clients a streamlined platform to identify and act on global tax credits and incentives efficiently, alongside a minority equity investment in the AI-driven technology firm.
Finance automation and treasury management
Financial Management
Embat Brings Treasury Management to Sage Intacct Customers Following Series B Funding
Embat has partnered with Sage to offer its treasury management technology to Sage Intacct customers in the UK, enabling finance teams to connect ERP and banking data for enhanced cash visibility and financial operations without replacing their core systems.
ERP Strategy and Planning
LEAP Consulting Group Links ERP Modernization with Audit-Ready GRC Demand
LEAP Consulting Group reports growing demand for its Enterprise ERP and GRC services as regulated industries seek a unified partner for modernizing finance systems while ensuring compliance and audit readiness.
Analytics and AI
DATEV Moves Sales Teams to Microsoft Dynamics 365 with Capgemini
DATEV is implementing Microsoft Dynamics 365 as part of a CRM transformation with Capgemini to enhance customer engagement and internal collaboration, starting with a pilot in July 2025 and a full rollout planned for February 2026, aiming for improved sales processes and data visibility for over 1,300 employees.
ERP Strategy and Planning
How manufacturers solve accounts payable challenges with CPX
Manufacturers face unique operational and financial pressures that can expose inefficiencies in accounts payable. Explore the challenges driving demand for more modern payment workflows.
Future ERP systems will likely undergo a significant transformation, from static and reactive to dynamic, event-driven platforms powered by agentic AI, enabling them to execute workflows and interact autonomously across business processes. Image from Adobe.
ERP Strategy and Planning
Priority Software Bets Midmarket ERP Users Are Ready for AI That Executes
Priority Software enhances its cloud ERP with the release of V26.0, integrating embedded AI features, including an aiERP Companion and specialized agents for finance, sales, and supply chain workflows, aimed at minimizing manual tasks and improving decision-making efficiency.
Financial Management
SAP’s Autonomous Finance Push Turns CFO Attention to Governance
SAP’s autonomous finance push is moving CFO priorities toward governance, controls, and AI-ready financial processes. For SAP customers, the opportunity depends on how well automation, GRC, and finance transformation connect inside ERP operations.
Private Equity in ERP
Analytics and AI
Private Equity’s ERP Upgrade Push Has a Controls Problem
Private equity firms are increasingly willing to fund cloud ERP modernization for portfolio companies, recognizing that outdated systems can significantly reduce valuation, thus emphasizing the importance of incorporating internal controls early in the transformation process to mitigate risks and enhance operational efficiency.
invoice automation
Financial Management
Priority Payables
As organizations replace paper checks and manual processes with digital payments, traditional approaches to accounts payable are becoming harder to sustain. Discover how Priority Payables helps ERP providers deliver a modern, integrated payment experience.
Financial Management
CPX: A Commercial Payment System
Priority Payables helps ERP platforms transform accounts payable from a manual process into a strategic capability. Customers gain greater efficiency, automation, and financial flexibility. You deliver more value through the ERP experience. Learn more.
closeup-photo-of-eyeglasses_ERP finance workflows
Financial Management
Add Payments to Your Platform, Without Building It
Priority Payables enables ERP and accounting software platforms to embed payables directly into existing workflows, consolidating outgoing payments into a single process for fulfillment and reconciliation. Your customers get a more connected payment experience. You get a stronger, stickier platform. No payments infrastructure required on your...
Financial Management
How One Manufacturer Automated Its Accounts Payable and Reaped the Rewards
Discover how SYSPRO customer Pierce Pacific modernized accounts payable with Priority Payables, reducing payment processing time, improving supplier satisfaction, and driving greater operational efficiency.
Sri Bhavyanath Chennapragada_PeopleSoft payroll compliance
Financial Management
How a Misconfigured PeopleSoft Earnings Code can Create FLSA Overtime Risk
A single earnings code setting in PeopleSoft HCM can affect overtime calculations across thousands of employees. This article explains how the issue appears, why it is often missed in UAT, and what payroll, HR, and compliance teams should change to reduce FLSA risk.
Financial Management
Syspro, Nuvei Embed Integrated Payments Directly Into Manufacturing ERP
Syspro and Nuvei have partnered to integrate payment processing within Syspro's ERP platform, streamlining cash flow management and accounts receivable updates directly in the ERP environment, enhancing operational efficiency for manufacturers and distributors.
Financial Management
Sage Future 2026 Recap: AI Transparency and Smarter ERP Decisions
At Sage Future 2026, the focus on AI in ERP shifted from capability to the necessity of trust and transparency, with a strong emphasis on glass box AI that is traceable and auditable, reflecting the need for accountability in financial workflows to enhance operational efficiency across various industries.
Analytics and AI
Sage Future 2026: Jon Fasoli
Jon Fasoli, SVP of Sage Intacct, discusses how the cloud financial technology is helping improve operations and management for their customers in many industry in a video interview at Sage Future.
Finance AI
Analytics and AI
EY and Rillet Partner to Embed Risk and Controls Into AI-Native Finance Transformation
EY US and Rillet are partnering to embed risk and controls directly into AI-native finance workflows, signaling a shift in how enterprise finance transformation programs are designed and delivered.
CRM and Customer Experience
Sage Agentic ERP Shifting From Passive Recording to Active Prevention
The evolution of ERP systems from passive record-keeping to proactive, AI-powered agents capable of real-time monitoring and decision-making is outlined by Sage, emphasizing the necessity for companies to integrate such capabilities to remain competitive.
Finance professional working on a laptop reviewing data, representing AI in quote-to-cash workflows and finance processes.
Financial Management
AI in Finance Faces Its Real Test Inside Quote-to-Cash Workflows
Most finance teams are using AI, but measurable impact remains limited. A Zuora webinar shows how quote-to-cash workflows expose the real constraints: integration, auditability, and control.
Sage CTO Aaron Harris outlining how the role of AI is changing and how transparency is critical for acceptance during Sage Future 2026.
Analytics and AI
Finance AI Trust Gap Critical as Explainability Becomes Non-Negotiable
The focus of the AI debate in finance has shifted from capability to trust and explainability, as finance leaders now demand transparent AI systems that can be trusted and understood, marking a crucial evolution in ERP platform requirements.
Governance, Risk, and Compliance
Sage Targets Agentic Future With Expanded Developer Platform
Sage is enhancing its developer platform with new AI tools and flexible commercial models to streamline partner-led innovation, aiming to accelerate solution delivery for its customers and strengthen ecosystem collaboration.
Sage CEO Steve Hare talking about the future of AI and ERP systems.
Financial Management
Sage Future Keynote Highlights Discipline, Transparency for AI Finance
Sage Future 2026 in San Francisco highlighted the integration of AI in finance that enhances decision-making while maintaining human accountability as experts demonstrated the shift towards empowered, data-driven finance operations leveraging modern ERP systems.
Financial Management
Sage AI Agents Target Everyday Finance And HR Friction
Sage is advancing from AI copilots to integrated task-focused agents within finance, HR, and operations workflows, launching AI agents that automate processes in Sage Intacct, Sage HCM and Sage X3 with a focus on accuracy, auditability, and human oversight to enhance decision-making while reducing manual tasks.
Sage and AI Agents
Financial Management
Sage Acquires Doyen AI to Improve SMB AI Migration
Sage's acquisition of Doyen AI aims to enhance ERP and financial system implementations by embedding AI in migration workflows, promising faster, more efficient deployments for SMBs while ensuring transparency and governance in data handling.
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