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Data extraction stories

Sage expands AccountsPrep to help firms scale for MTD
Financial Systems

Sage expands AccountsPrep to help firms scale for MTD

Sage expands AccountsPrep in Sage for Accountants as firms brace for MTD for Income Tax, targeting paper-based clients at GBP £3 per month.

By Karen Joy Bacudo • 4 min read • Fri, 13th Mar 2026
Socotra launches embedded AI assistant for underwriters
Digital Transformation

Socotra launches embedded AI assistant for underwriters

Socotra unveils embedded AI assistant for underwriters, promising rapid setup, governance controls and live risk insights across products.

By Sean Mitchell • 3 min read • Thu, 12th Mar 2026

Global Stories

Data extraction stories

WealthArc launches AI agent to structure portfolio data
Digital Transformation

WealthArc launches AI agent to structure portfolio data

It is aimed at cutting manual reformatting and reconciliation of inconsistent custodian records for wealth managers handling multi-source portfolio data.

By Karen Joy Bacudo • 4 min read • Thu, 16th Apr 2026
AI agents shake up accounting firms' bookkeeping workflows
Data Protection

AI agents shake up accounting firms' bookkeeping workflows

Routine bookkeeping is becoming faster but riskier, as firms weigh oversight, data security and how many junior hours AI agents can replace.

By Karen Joy Bacudo • 5 min read • Mon, 6th Apr 2026
Doxis folds Klippa into one brand after acquisition
Document Management

Doxis folds Klippa into one brand after acquisition

Customers will now see Klippa’s document processing tools folded into Doxis, with the Dutch AI software brand retired after its 2025 acquisition.

By Sofiah Nichole Salivio • 4 min read • Thu, 2nd Apr 2026
Dext launches Time Spent to track practice workloads
Data Analytics

Dext launches Time Spent to track practice workloads

The new feature gives accounting firms visibility into workloads as talent shortages and rising client demand make staffing harder to scale.

By Karen Joy Bacudo • 3 min read • Tue, 31st Mar 2026
Lightspeed launches AI inventory tool for retailers
Digital Transformation

Lightspeed launches AI inventory tool for retailers

Retailers could cut stock-receiving errors and save time as Lightspeed rolls out a beta AI tool that turns supplier slips into draft orders.

By Karen Joy Bacudo • 3 min read • Thu, 26th Mar 2026
Dext launches AI Assist bookkeeping tool in North America
Software-as-a-Service

Dext launches AI Assist bookkeeping tool in North America

Dext rolls out AI Assist in the US and Canada, promising to learn each firm's bookkeeping rules while keeping humans in full control.

By Karen Joy Bacudo • 4 min read • Wed, 25th Mar 2026
Dext launches AI Assist for accountants, bookkeepers
Software-as-a-Service

Dext launches AI Assist for accountants, bookkeepers

Dext unveils AI Assist, an embedded tool that learns firm-specific judgement to automate routine bookkeeping while keeping humans in control.

By Karen Joy Bacudo • 4 min read • Tue, 24th Mar 2026
OpenAI unveils GPT-5.4 mini & nano for faster coding
Enterprise Resource Planning

OpenAI unveils GPT-5.4 mini & nano for faster coding

OpenAI launches GPT-5.4 mini and nano, smaller AI models promising faster, cheaper coding help and near-flagship performance on key benchmarks.

By Mark Tarre • 3 min read • Sat, 21st Mar 2026
Caseware wins accounting software awards for AI platform
Document Management

Caseware wins accounting software awards for AI platform

Caseware secures Overall Accounting Platform of the Year at FinTech Breakthrough and a 2026 Top New Products nod for Extractly.

By Karen Joy Bacudo • 4 min read • Sat, 21st Mar 2026
nCino adds automated document income checks to mortgages
Digital Transformation

nCino adds automated document income checks to mortgages

nCino adds Argyle-powered tool to automate document income checks in its mortgage platform, targeting lenders when data feeds fall short.

By Karen Joy Bacudo • 4 min read • Wed, 18th Mar 2026
OneVest unveils AI-powered workspace for wealth firms
Customer Relationship Management

OneVest unveils AI-powered workspace for wealth firms

New York fintech OneVest has launched OneVest GO, an AI-powered CRM workspace to streamline communications and workflows for wealth advisors.

By Karen Joy Bacudo • 3 min read • Wed, 18th Mar 2026
Josef unveils AI engine to kill legal intake forms
Digital Transformation

Josef unveils AI engine to kill legal intake forms

Josef launches an AI Rapid Ingestion Engine to turn messy business inputs into structured legal data, promising to kill the traditional intake form.

By Mark Tarre • 4 min read • Thu, 12th Mar 2026
Socotra launches embedded AI assistant for underwriting
Digital Transformation

Socotra launches embedded AI assistant for underwriting

Socotra launches embedded AI assistant in its Operations Workbench, promising faster, auditable underwriting across products and regions.

By Catherine Knowles • 4 min read • Thu, 12th Mar 2026
Zapier data shows AI is now infrastructure for leads
Customer Relationship Management

Zapier data shows AI is now infrastructure for leads

Zapier's study of 10,000 workflows shows AI is shifting from one-off tools to core lead-management infrastructure for sales teams.

By Shannon Williams • 5 min read • Thu, 12th Mar 2026

Stories from Other Regions

Data extraction stories

NE2NE expands PDFFlex AI to speed payroll onboarding
Digital Transformation

NE2NE expands PDFFlex AI to speed payroll onboarding

NE2NE rolls out expanded PDFFlex AI to turn complex payroll PDFs into structured data, cutting onboarding time and manual processing.

By Joseph Gabriel Lagonsin • 4 min read • Sat, 7th Mar 2026