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AI in Finance
Shift Technology Named Top AI Payment Integrity Innovator by Everest Group
Shift Technology, a leading AI platform for insurance, has been recognized by Everest Group as one of the “Top 10 High Potential Payment Integrity Specialists.” The accolade, highlighted in the report Reshaping Payment Integrity Solutions: Specialists Creating Buzz in the Market, spotlights companies poised to disrupt traditional claims auditing with innovative, AI-driven solutions. Read More
ToltIQ Launches Dublin AWS Region to Bring AI Due Diligence to European Private Markets
ToltIQ, a leading provider of AI-powered private market due diligence solutions, has inaugurated a new AWS region in Dublin, Ireland, enabling UK and European private equity firms, limited partners, advisory firms, and family offices to leverage ToltIQ’s advanced AI capabilities while maintaining full data residency. Read More
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
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
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
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
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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