Data extraction stories
Sage expands AccountsPrep in Sage for Accountants as firms brace for MTD for Income Tax, targeting paper-based clients at GBP £3 per month.
Socotra unveils embedded AI assistant for underwriters, promising rapid setup, governance controls and live risk insights across products.
Routine bookkeeping is becoming faster but riskier, as firms weigh oversight, data security and how many junior hours AI agents can replace.
Customers will now see Klippa’s document processing tools folded into Doxis, with the Dutch AI software brand retired after its 2025 acquisition.
The new feature gives accounting firms visibility into workloads as talent shortages and rising client demand make staffing harder to scale.
Retailers could cut stock-receiving errors and save time as Lightspeed rolls out a beta AI tool that turns supplier slips into draft orders.
Dext rolls out AI Assist in the US and Canada, promising to learn each firm's bookkeeping rules while keeping humans in full control.
Dext unveils AI Assist, an embedded tool that learns firm-specific judgement to automate routine bookkeeping while keeping humans in control.
OpenAI launches GPT-5.4 mini and nano, smaller AI models promising faster, cheaper coding help and near-flagship performance on key benchmarks.
Caseware secures Overall Accounting Platform of the Year at FinTech Breakthrough and a 2026 Top New Products nod for Extractly.
nCino adds Argyle-powered tool to automate document income checks in its mortgage platform, targeting lenders when data feeds fall short.
New York fintech OneVest has launched OneVest GO, an AI-powered CRM workspace to streamline communications and workflows for wealth advisors.
Josef launches an AI Rapid Ingestion Engine to turn messy business inputs into structured legal data, promising to kill the traditional intake form.
Socotra launches embedded AI assistant in its Operations Workbench, promising faster, auditable underwriting across products and regions.
Zapier's study of 10,000 workflows shows AI is shifting from one-off tools to core lead-management infrastructure for sales teams.
Addepar launches Addison AI to give wealth managers trusted, natural language portfolio intelligence embedded across its platform workflows.
Hyland launches AI tools to automate hospital records and billing workflows, aiming to cut admin workloads and speed access to patient data.
ABBYY secures 22 new AI and OCR patents, expanding its portfolio beyond 400 as document automation rivals race to protect key technologies.
Finance teams will need cleaner data and tighter processes as AI moves from side tools into core ERP workflows.
NE2NE rolls out expanded PDFFlex AI to turn complex payroll PDFs into structured data, cutting onboarding time and manual processing.