Carta Acquires Accelex to Bring AI-Powered Analytics to Alternative Investment LPs

Carta, the software platform designed for private capital, has acquired Accelex, an AI-driven data automation platform for alternative investments, in a move aimed at giving institutional Limited Partners (LPs) unprecedented clarity into portfolio performance. The acquisition will power Carta’s new LP Portfolio Analytics suite, enabling LPs to automate document collection, extract KPIs, and accelerate portfolio analysis across multiple data sources. Read More

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October 3, 2025

Coupa Unveils Major AI Platform Update to Transform Total Spend Management

Coupa, the AI-driven leader in Total Spend Management, has rolled out a major platform update packed with over 100 enhancements designed to streamline procurement, finance, and supply chain operations. The release leans heavily on AI-powered automation, building on Coupa’s Navi agent portfolio to bring smarter, faster, and more intuitive workflows for enterprise spend management. Read More

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October 2, 2025

DataSnipper Launches AI Agents to Revolutionize Audit and Finance Workflows

DataSnipper, the intelligent automation platform for audit and finance teams, has unveiled its AI Agents—Disclosure Agents and Excel Agents—designed to tackle two of the profession’s most time-consuming and error-prone tasks. By embedding AI directly into familiar workflows, the platform promises faster, more accurate, and transparent audit and reporting processes. Read More

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October 1, 2025

Avalara Launches Agentic Tax and Compliance AI to Automate Global Workflows

Avalara, Inc. is redefining tax and compliance automation with the launch of Agentic Tax and Compliance™, a new class of AI agents designed to observe, advise, and execute entire compliance workflows autonomously. Launching October 2025, the platform promises speed, scale, and accuracy across the full compliance lifecycle. Read More

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October 1, 2025

Plutus Secures ServiceNow Investment to Accelerate AI-Powered Insurance Solutions

Plutus, founded by former ServiceNow executives Chirag Jindal (CEO), Kara Anderson (COO), and Abhishek Bajpai (CTO), is bringing industry-specific AI agents to the insurance sector. With pre-configured, AI-native solutions for claims, underwriting, and servicing, Plutus aims to modernize workflows across P&C, L&A, and broker ecosystems. Read More

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September 29, 2025

TrustStrategy Unveils AI-Powered High-Frequency Trading for Crypto Investors

TrustStrategy, the AI-driven quant investment platform, has rolled out a major upgrade featuring advanced high-frequency trading (HFT) models and real-time analytics to help investors navigate the increasingly volatile digital asset markets. Read More

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September 25, 2025

WNS Launches AI-Powered aTOM Platform to Transform Global Finance Operations

WNS (Holdings) Limited (NYSE: WNS) today unveiled Agile Target Operating Model (aTOM), a proprietary AI-driven platform aimed at transforming global finance organizations end-to-end. Powered by BusinessOptix, aTOM is designed to align CFOs’ strategic vision with bottom-up process reengineering, enabling rapid, outcome-focused finance operations. Read More

AI Automation, AI in Finance, AI Innovation, Artificial Intelligence (AI), Business Intelligence and Operations, Enterprise AI, Workflow Automation

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September 23, 2025

AppZen Raises $180M to Scale Agentic AI for Autonomous Finance

AppZen, a leading Agentic AI platform for finance teams, has raised $180 million in growth funding, led by Riverwood Capital, a tech-focused investment firm. The Series D round will accelerate the adoption of AI-powered finance automation, enabling enterprises to convert manual workflows into autonomous digital coworkers. Read More

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September 23, 2025

LSEG Data Goes Live on Databricks to Power Real-Time AI Finance Agents

LSEG and Databricks have teamed up to bring LSEG’s vast financial datasets directly into Databricks, making them instantly accessible for AI-driven investment analytics, risk management, and trading workflows. The partnership launches with Lipper Fund Data & Analytics and Cross Asset Analytics, with additional datasets—Pricing, Reference Data, Models (Starmine), Fundamentals, Estimates, Economics, and Tick History—coming soon. Read More

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