Tag:
AI Agent
Investment and Budget Allocation
Syntax Data Launches Saidee™, an AI-Powered Portfolio Development Tool for Financial Advisors
Syntax Data has unveiled Saidee™, a new artificial intelligence-powered agent and portfolio development application designed to help financial advisors build and manage customized investment...
News
Datarails Introduces Spend Control to End Zombie Subscriptions and Boost CFO Visibility
Datarails has launched Spend Control, a new AI-powered solution designed to give CFOs and finance teams centralized visibility into vendor contracts and subscriptions, helping...
News
JIM.com Recasts Its AI Agent as an Operating System for Microbusinesses
JIM.com is extending its AI-powered platform beyond payments, repositioning its core agent as a full-fledged operating system for micro and small businesses. The update...
News
Guideline Launches AI Agent to Enhance Media Intelligence Insights
Guideline has launched an AI Agent designed to accelerate insights within its media intelligence platform. This agent leverages advanced AI capabilities to analyze and...
Quick Byte
ZoomInfo Launches Copilot Workspace to Simplify GTM Execution with AI
ZoomInfo has introduced Copilot Workspace, an AI-powered execution engine designed to unify sales, account management, and customer success workflows into a single workspace, enabling...
Investment and Budget Allocation
uiAgent Raises $4.6M Seed Round to Accelerate AI Agent Automation for Accounting Firms
uiAgent, the leading AI agent platform for accounting firms, announced it has raised a $4.6 million seed round led by Marathon Management Partners, with participation...
News
JustPaid unveils AI-powered innovations to supercharge finance automation, including a pricing page builder
JustPaid, the AI-powered revenue automation platform backed by Y Combinator, has launched three exciting new features this summer, designed to streamline workflows, accelerate growth,...
Customer Success
OpenPhone’s Sona Just Made Missing Customer Calls a Thing of the Past
OpenPhone, a comprehensive front office software that helps ambitious small business owners make and maintain high-touch relationships and service for every customer, announces Sona:...
