The acquisition automates client onboarding, account opening, and tax preparation, saving Hubly's customers hours.

Marc Hoogstad, Head of Product Management at Finworks, guides us through government workflow management for digital ...

Zapier AI is a powerful cross-platform tool for automating everyday tasks. With the help of AI, you can create complex ...

Hubly is a workflow management platform that enhances client service for RIAs and wealth management firms. Credit: Sutthiphong Chandaeng/Shutterstock. Docupace, a software provider for wealth ...

AITable is an AI productivity tool that combines the flexibility of spreadsheets with the power of automation. Designed for businesses and individuals, it streamlines data management, enhances ...

Transflo has launched Workflow AI, a document management system designed to automate and streamline invoice processing for ...

Buildots has revealed the launch of its tool to structure and automate the Line of Balance project control method. This tool ...

Entering Year Two of its development, Sentera's newly named SmartScripts weed management workflow scouts for weeds and only ...

BigHand is excited to share its latest client success story from Holland & Hart LLP – an innovative Am Law200 firm that has streamlined workflows, improved collaboration, and optimized task delegation ...