Snapdocs has announced a partnership with MeridianLink’s cloud-based loan origination system (LOS) that enables lenders to ...

Advisors can now automatically extract client data from financial documents and sync directly into eMoney Zocks, the privacy-first AI assistant for financial services, today announced the launch of ...

As you ransacked your basement in search of holiday decorations, perhaps you came upon boxes of documents from the last millennium. And then you probably asked yourself: “Couldn’t I just throw these ...

Big Four firm PwC estimates that, at the rate it's developing new solutions for its audit professionals, complete end-to-end integration of AI in the audit cycle is about one year away. Processing ...

Anthropic and Microsoft are increasingly cozying up for AI models and services. Anthropic and Microsoft are increasingly cozying up for AI models and services. is a senior editor and author of Notepad ...

You can create Word, Excel, and PowerPoint files from the Copilot chat interface. You can create Word, Excel, and PowerPoint files from the Copilot chat interface. is a senior editor and author of ...

Andrew Ng’s startup LandingAI wants to make agentic AI the backbone of enterprise document processing with ADE DPT-2. (Photo by Mark RALSTON / AFP) (Photo credit should read MARK RALSTON/AFP via Getty ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

8am, the professional business platform purpose-built for the needs of legal, accounting, and client-focused professionals, announced today several new solution upgrades live from Kaleidoscope. These ...

Grammarly now has a new document-based interface, built on the back of Coda, the productivity startup it acquired last year. The interface also sports an AI assistant, as well as a few AI tools meant ...

After adding Gemini 2.5 Pro, Google is updating AI Mode with four big features across Search Live (video with Google Lens access), Canvas, and more. In addition to text, you will soon be able to ...