AI & Finance™ | News for the Week Ending 10/3/25

Arch, the digital way to track all private markets investments, today announced its client advisory board. Comprising leaders from some of the most prominent and innovative firms across the private wealth and institutional investment ecosystem, the board will provide strategic guidance and product development input. Their insights will ensure Arch remains relentlessly client-first, with the goal of becoming the technology company most attuned to and responsive to the needs of private investors. 

Arch’s client advisory board formalizes the company’s client-first mentality by bringing together leaders from across wealth management and institutional investing sectors for in-person discussions on new products and challenges facing key client types. The advisory board centers around Arch’s four client segments: Institutions and Allocators; Investment Advisors (including multi-family offices, RIAs and banks); Platforms; and Family Offices. 

Following its recent $52 million Series B financing, the company is doubling down on product development to bring new workflow automation and artificial intelligence-powered insights to over 470 clients—including single- and multi-family offices, RIAs, banks, fund administrators, law firms, accounting firms and institutions. Featuring the industry’s first digital brokerage-style experience for every alternative asset class, Arch offers investors the same level of visibility into private markets as they expect when tracking public market investments in custodial platforms. 

Avalara, Inc. today unveiled Agentic Tax and Compliance™, a new class of AI agents that initiate and execute compliance workflows from start to finish. Launching October 2025, these intelligent agents deliver accuracy, scale, and speed across the entire compliance lifecycle. 

Building on its leadership in tax compliance, Avalara is launching the first platform for Agentic Tax and Compliance™. Powered by the ALFA framework (Avalara LLM framework for agentic applications), Avalara’s platform combines trusted content, specialized language models, agentic middleware, and scalable infrastructure to deliver real-time compliance execution. 

Avalara’s AI agents go beyond assisting to doing the work: observing, advising, and executing while embedded directly into the environments where work happens. From ERP to ecommerce systems, Avalara’s agents are doing the work that once required entire departments of professionals. 

Bank of America is using generative AI to transform how its Global Payments Solutions (“GPS”) team serves the company’s more than 40,000 business clients worldwide. The newly launched Ask Global Payments Solutions (“AskGPS”) was built in-house and trained on over 3,200 internal documents and presentations – including product guides, term sheets, and FAQs. Through AskGPS, employees can now pose simple to complex client questions and receive answers within seconds.    

Previously, a sophisticated inquiry could take an employee an hour to complete and involve making phone calls to product specialists across different regions and time zones. Now, using AskGPS, employees can achieve the same result almost instantly, creating the potential to save tens of thousands of hours annually. 

Bank of America continues to deploy AI across four key domains: intelligent agents, search and summarization, content generation, and operations and coding. These tools are designed to automate routine tasks and empower employees to focus on creativity, conversation, and complex client needs. 

Bolt, the checkout, identity, and payments platform, today announced the official launch of its all-in-one SuperApp, bridging the fiat-crypto gap and giving users a unified way to shop, spend, save, earn and invest. Previously available in beta, the SuperApp now delivers crypto trading, peer-to-peer transfers, digital banking, and commerce in one integrated platform, replacing the clutter of multiple standalone apps. 

More than one-third of Americans are interested in using a single superapp to control their finances, according to PYMNTS research, signaling strong demand for a simpler way to manage money. 

Broadridge Financial Solutions Inc. (NYSE: BR), a global Fintech leader, today announced a new strategic partnership and minority investment in WealthFeed, a leading cloud-based platform that leverages AI capabilities to power lead generation and deepen existing relationships for financial advisors. The partnership brings together WealthFeed’s AI prospecting and real-time money-in-motion insights with Broadridge’s market-leading AdvisorStream marketing platform, helping advisors find, educate and nurture investors through key life events. 

Broadridge’s financial advisor marketing solution is live as a standard feature within WealthFeed’s SaaS platform for Independent Advisors, RIA home offices and enterprises. This collaboration will bolster WealthFeed’s lead generation and prospecting capabilities with premium licensed content and automated nurturing capabilities for advisors to engage with clients and prospects. Leveraging WealthFeed’s ability to monitor for money-in-motion events, advisors will also be able to identify moments in time to engage with clients and prospects. WealthFeed’s comprehensive data set has also been enhanced by Broadridge’s InvestorView data, providing predictive insights on a prospect’s potential investable assets. 

Broadridge’s investment will help fund WealthFeed’s rapid growth and extensive product roadmap. By connecting unique lead-generation datasets with digital engagement and content marketing tools, Broadridge and WealthFeed are enabling advisor groups to accelerate new client acquisition and increase asset retention. 

Chainlink, the industry-standard oracle platform, announced today the results of the second phase of an industry initiative to standardize and streamline corporate actions processing using a combination of the Chainlink oracle platform, blockchain technology, and artificial intelligence (AI). With participation from 24 of the world’s largest financial services institutions, the Chainlink-powered solution enables organizations to receive structured and validated corporate actions data across multiple languages directly into their existing systems in minutes rather than days. This solution can save the global financial systems tens of billions of dollars in processing costs annually with minimal disruption to existing processes. This means fewer settlement errors, faster reconciliations, and lower operational risk for financial institutions. 

The full list of participants in this industry initiative includes financial market infrastructures Swift, The Depository Trust & Clearing Corporation (DTCC), Euroclear, SIX, TMX, CEVALDOM, Grupo BMV, ADDX, Orbix Technology, Marketnode, and Wamid, as well as leading asset managers and banks UBS, DBS Bank, BNP Paribas’ Securities Services business, ANZ, Wellington Management, Schroders, Zürcher Kantonalbank, Vontobel, CTBC Bank, Causeway Capital Management, Sygnum Bank, AMINA Bank, and Zand Bank. 

Corporate actions processing costs the global financial industry an estimated $58 billion annually, with costs increasing by 10% year over year and automation rates falling below 40%. According to Citi’s 2025 Asset Servicing report, the average corporate action event now touches more than 110,000 firm interactions and costs $34 million to process, with 75% of market participants still relying on manual data revalidation. 

A multinational finance company has rolled out a secure artificial intelligence agent developed with CloudX to 250 staff members, aiming to improve productivity while safeguarding sensitive information. The move comes as 95% of enterprise AI pilots fail to reach deployment, according to an MIT study of hundreds of cases, often because of concerns about data security. 

From the 5% of successful cases, the research found that 66% collaborated with AI partners to put their agents to work on actual business problems. In the case of the finance firm, company leaders asked CloudX for help allowing staff to use large language models (LLMs) without exposing confidential material to external platforms. 

CloudX designed an agent that connects employees to models from providers such as Anthropic, OpenAI, Meta, and DeepSeek only after auditing prompts and responses to ensure compliance. 

The College for Financial Planning—a Kaplan Company has launched the Wealth Management Professional Assistant, leveraging artificial intelligence, designed to enhance the efficiency and effectiveness of financial advisors when serving clients. Built on the College’s trusted educational content, the CFFP Wealth Management Professional Assistant provides financial professionals with on-demand access to up-to-date information and scenario-based guidance. The tool is intended to complement advisors’ expertise, offering quick fact checks, conceptual refreshers, and support in navigating complex client questions. 

The launch of the Professional Assistant comes on the heels of a recent Advisor360° survey highlighting a dramatic shift in financial advisors’ views on artificial intelligence. A strong 85 percent of advisors now say AI is helpful to their practice, up from 65 percent just a year ago, and 76 percent report experiencing immediate benefits from generative AI–enabled tools. 

In response to the changing sentiment among financial advisors, the CFFP Wealth Management Professional Assistant functions as an interactive resource: Advisors enter their questions and receive clear, reliable answers in real time. For straightforward inquiries, such as retirement distribution rules or the impact of recent legislation, the tool delivers quick responses. In more complex cases, it further prompts advisors with clarifying questions, ensuring that the guidance is tailored to the situation at hand. 

Donnelley Financial Solutions (NYSE: DFIN) today introduced DFIN Venue, its virtual data room (VDR), following a comprehensive rebuild. The new Venue keeps the familiar name while delivering a modern architecture, streamlined navigation, intelligent permissioning, and real-time insights to speed due diligence and simplify collaboration for M&A, capital raising, and IPO work. 

The new Venue is designed to simplify the deal process for investment banking, legal, and corporate teams. Built for ease of use with an intuitive user interface and clean navigation, Venue enables users to self-launch new data rooms and manage multiple data rooms on demand, reducing reliance on IT resources and accelerating project timelines. The platform supports large file uploads and high-capacity storage designed to accommodate complex, data-heavy transactions such as mergers and acquisitions, IPO preparations, and other corporate initiatives. By combining intuitive user features with industry-leading scalability and technical performance, the new Venue provides a differentiated solution to deal teams navigating critical transactions. 

Venue connects to DFIN’s broader software solutions, including ActiveDisclosure, to streamline SEC filings, including IPOs and M&A, as well as financial reporting. As with all DFIN solutions, security is aligned to leading standards, including ISO 27001 and SOC 2 Type 2, plus SSO and MFA options. 

Edgen, the AI platform that unites stocks and crypto into a single intelligence layer, today announced a major upgrade that transforms how investors interact with markets. This release marks a step towards Edgen’s vision of a transparent, collaborative financial ecosystem, where investors, developers, and protocols can operate on the same intelligent foundation. 

Investors today face fragmented markets and overwhelming data. Edgen offers a unified platform that contextualizes market data by linking narratives, signals, and real-world events, aiming to support more informed decision-making. Instead of relying on a single model to generate answers, Edgen was designed from the ground up to think in multiples. Its multi-agent architecture breaks complex market questions into specialized perspectives from fundamentals, technicals, momentum, sentiment, and more, then collates their insights into one cohesive response. 

This structure is designed to provide a more efficient and consistent method for analyzing market information. Each agent’s reasoning is fully visible, allowing users to drill down into the exact logic behind every conclusion, rather than trusting an opaque black box. 

Expero, a leader in delivering unforgettable user experiences, today announced that after more than 20 years of designing and developing innovative solutions across industries, it has repositioned the business to focus on financial services. Expero helps clients harness AI to transform user interfaces and workflows, delivering results for over 40 financial firms, including wealth management, asset management and brokerages. Its work includes partnerships with industry leaders like Morningstar and IPC and building AI-driven tools for asset managers with over $1T AUM. 

Expero’s decision reflects a deep understanding of the complex workflows that drive financial services and its ability to distill vast, disparate datasets into actionable insights. Its solutions anticipate how finance professionals work – across web, mobile and desktop – enabling them to streamline workflows and accelerate decision-making. That expertise has led to engagements with three of the top five Canadian banks, where Expero is modernizing platforms that simplify plan decision-making while enabling secure, efficient fund analytics, reporting and administration, and AI-driven initiatives with leading asset managers. 

In one recent engagement, Sun Life’s Group Retirement Services, which supports numerous Canadian employers in managing workplace savings plans, set out to reimagine their digital tools to be faster, more intuitive and more inclusive. They partnered with Expero to build a modern platform that simplifies plan decision-making while enabling secure and efficient fund analytics, reporting and administration. By partnering with Expero, Sun Life’s Group Retirement Services transformed the way plan sponsors interact with their digital tools – enabling faster, smarter and more inclusive retirement plan management. 

Finloop Finance Technology Holding Limited, along with its subsidiaries (“Finloop”), an AI-driven global one-stop Web5 (Web2+Web3) wealth technology platform incubated by Fosun Wealth Holdings under Fosun, today announced the launch of “CashPro,” a pioneering instant liquidity management solution for both retail and institutional clients in Hong Kong. This innovative solution taps into the liquidity platform[1] of BNY Investments, part of BNY (NYSE: BK), a global financial services company. 

Finloop’s existing T+0 money market fund solution has facilitated transactions amounting to hundreds of billions of U.S. dollars, underscoring its reliability and operational efficiency. Building on this foundation, the enhanced “CashPro” solution, powered by BNY Investments’ liquidity platform, challenges the traditional T+1 processing restrictions and further streamlines fund processing by enabling same-day interest accrual for subscriptions and supporting hourly redemption. 

Through BNY Investments’ liquidity platform, Finloop can access a comprehensive liquidity network, including cash movements and transfer, as well as advanced data and analytics to augment its liquidity management solutions for retail and institutional clients. “CashPro” is expected to help clients optimize cash management through data, which significantly enhances capital flexibility and liquidity efficiency. 

OpenText™ (NASDAQ: OTEX, TSX: OTEX), a global leader in secure information management for AI, and Fiserv, Inc., a global leader in payments and financial technology, today announced Content Next, a specialized, AI-powered content management and workflow solution for financial institutions. 

Content Next redefines how financial institutions can manage information by moving beyond traditional document repositories to intelligent, automated content workflows. Built on OpenText’s multi-tenant SaaS platform, Core Content Management, this solution enables banks and credit unions to streamline operations, reduce manual effort, and deliver modern employee experiences. 

As part of Fiserv’s enterprise content management suite, the solution brings a single source of truth with governance and scalability, while natively integrating with Microsoft 365 and Google Workspace to provide seamless continuity for users. The new AI-based search and summarize capabilities will enable banks and credit unions to reimagine workflows such as loan processing, deposit management, and more all with a trusted content backbone that ensures the right permissions and privacy protocols. 

Gelt, the first AI-native tax firm for high-earning professionals and the Top 1% in the U.S., today announced it has raised $13 million in Series A, bringing its total funding to $21.2 million. Global investors, including Zvi Limon of the Rimon Group, Vintage Investment Partners, and TLV Partners, led the funding. As part of the launch, Yoram Tietz, former Managing Partner at EY and current Senior Advisor at General Atlantic, has been appointed Chairman of the Board. 

With this capital, Gelt is expanding its healthcare-focused services by bringing AI-powered tax strategies and specialized CPA teams to physicians and practice owners navigating increasingly complex financial realities. 

High-earning doctors often face the top federal tax bracket (currently 37%), compounded by the complexity of running a practice. Choosing the right entity structure, S-Corp, C-Corp, or LLC, has long-term implications for income taxation, retirement contributions, and asset protection. Add in SALT considerations, rising practice expenses, and succession planning, and most physicians simply don’t have the bandwidth to manage it all. 

Genpact (NYSE: G), an agentic and advanced technology solutions company recognized for its deep industry knowledge, process intelligence, and last-mile expertise, today announced the launch of the Genpact Insurance Policy Suite for commercial and specialty business insurance. Part of Genpact’s Service-as-Agentic-Solutions™ portfolio, the new suite is designed to deliver autonomous, AI-powered workflows to help insurers eliminate repetitive administrative work, reduce cycle time, and gain data-driven insights. For more information, visit here. 

Built for commercial and specialty insurance, and powered by Microsoft Azure AI Foundry Models and Azure Analytics Services, the Genpact Insurance Policy Suite orchestrates and executes underwriting support tasks, closing the gap between initial submission and the bind process. 

The suite consists of four modules, each with a network of specialized AI agents that classifies, extracts, and summarizes data to enhance touchless processing, detect anomalies, and rank risk to speed up decision-making and quote generation. 

Kion, the leading automated CloudOps and FinOps platform for multicloud, announced the general availability of its Model Context Protocol (MCP) server, connecting artificial intelligence (AI) assistants directly to Kion environments. Kion has also unveiled version 3.14, a FinOps+ inspired release that has enhanced operational visibility and upgraded cost forecasting and management tooling for beyond public cloud. 

There is a growing demand for intelligent decisions to be made around cloud costs as organizations are faced with increasingly complex cloud bills and procurement arrangements. The rise of AI assistants has demonstrated how intuitive, responsive systems can reduce friction, enhance productivity and deliver immediate value. With the launch of the MCP, Kion’s API can be integrated with powerful AI models, such as OpenAI’s ChatGPT or Anthropic’s Claude, enabling customers to achieve intelligent access to real-time data and actions that support varied use cases, from compliance to financial. MCP retrieves and analyzes data, such as reporting on cloud spend across departments, summarizing resources operating with under- or over-utilized budgets, identifying users with access to an account, and surfacing patterns across compliance findings. It can also be used to take swift action, allowing users to delegate common tasks to AI assistants, such as creating and editing budgets, allocating funds to cloud resources or organizing your cloud infrastructure. 

In alignment with the FinOps Foundation’s Cloud+ Scope, Kion has released version 3.14, empowering organizations to more efficiently manage cloud operations and accelerate value by unifying public cloud, private cloud, and SaaS spend into a single source of truth. 

Ncontracts, the leading provider of integrated compliance, risk, and vendor management solutions to the financial services industry, today announced the appointment of Sonja Tsiridis as Chief Technology Officer, reinforcing Ncontracts’ commitment to delivering intelligent, data-driven solutions. 

This appointment, along with the recent addition of a new Chief Information Security Officer, strengthens the company’s technology leadership as it continues evolving its integrated solutions. As CTO, Tsiridis will oversee technology delivery and spearhead strategic platform modernization, bringing advanced analytics and automation capabilities to financial services clients. 

Tsiridis brings two decades of experience scaling enterprise SaaS platforms across cybersecurity, healthcare technology, and B2B enterprise solutions. Most recently at Intel471, she led the transformation of disparate cybersecurity tools into a unified threat intelligence platform powered by real-time big data processing capabilities. At ZOLL Data Systems, she led the complete reimagining of emergency medical services technology, migrating complex legacy systems to modern cloud-native architectures while managing distributed teams across multiple continents. 

PortX, the AI-powered integration and data solution purpose-built for banks and credit unions, today announced a strategic partnership with Bud Financial, a pioneer in financial data intelligence. The collaboration makes it dramatically easier for financial institutions to access Bud’s market-leading enrichment, segmentation, and engagement tools by leveraging PortX’s deep connectivity into core banking systems. 

Through this partnership, Bud and PortX have already begun working with a U.S. super regional bank, showcasing the value of seamless access to various core processing systems combined with value-adding transaction enrichment and customer insights. 

PortX is the AI-powered integration platform that delivers open, real-time access to core and fintech data and accelerates the adoption of innovative financial products through its Integration-Platform-as-a-Service (iPaaS). By combining PortX’s data orchestration with Bud’s enrichment and customer intelligence capabilities, financial institutions can rapidly deliver personalized experiences and gain a complete understanding of customer finances without complex development work. 

Praxis Solutions is excited to announce its most recent expansion with the acquisition of WEALTHAWK, an AI technology platform that identifies “money-in-motion” events identifying clients at the moments they most need professional financial guidance. 

WEALTHAWK has already earned industry recognition, including Financial Planning’s Innovation Award in Lead Gen Tech, and was spotlighted by influential thought leader Michael Kitces, who called its approach “a new category” on his FinTech Map. 

Purpose-built for advisors, WEALTHAWK pinpoints numerous key financial life events such as IPOs, M&A events, estate transitions along with numerous other events. With over 400,000 prospects in its database and the backing of Praxis’ powerful distribution engine, WEALTHAWK offers precision in helping advisors find clients during life’s most critical financial transitions. 

Prove, the leader in digital identity, and Backbase, the world’s first AI-powered banking platform, today announced a strategic partnership aimed at transforming how financial institutions onboard new customers in the United States. The integration brings together seamless, identity verification and secure customer experience to address two of the biggest challenges in digital banking today: fraud prevention and onboarding friction. 

By embedding the Prove Pre-Fill® solution into the Backbase AI-powered Banking Platform, banks and credit unions can now offer a dramatically improved account opening and digital lending experience. With a customer’s consent, the Prove Pre-Fill solution uses their mobile phone number to instantly populate online forms with verified information like their Social Security number, name, address, and date of birth. This eliminates the need for manual data entry, creating a smoother customer experience with fewer errors and lower abandonment rates. 

The solution also fortifies fraud defenses at the front door. The Prove Pre-Fill solution verifies customer information in real-time using Prove’s Identity Graph – a dynamic map of linked devices, credentials, and identifiers that allows Prove to confirm identity deterministically. Due to the effectiveness of the technology, bad actors self-select out resulting in less fraud, while customers experience a seamless onboarding journey. 

Recast Capital, a platform dedicated to investing in and supporting next-generation managers in venture, today announced the third cohort of Recast Accelerate, a catalytic program designed to drive the success of women and nonbinary-led early stage US funds in venture capital. Launched in early 2023 with the mission to help more next-generation managers raise and operate institutional-quality funds, Accelerate blends unique support, knowledge, and community to unlock lasting impact. Participants gain access to essential firm-building resources, a network of key service providers, peer learning, complimentary executive coaching, and capital in support of each fund’s backend operations. 

The Fall 2025 cohort welcomes GPs from 18 funds; 28% have at least one GP who is Black, 17% Asian, 11% LatinX, 6% LGBTQ, and 28% first generation US citizens. The participating funds are headquartered across the US, and over half of the managers are raising a Fund I. Sectors of fund focus vary across verticals including, but not limited to, artificial intelligence, climate tech, enterprise, fintech, future of work and health & wellness. 

A selection committee of limited partners with experience working with next-generation managers in venture supported the review process, including Ashlie Tyler of Bank of America, Geoffrey Abrahams of The Harry and Jeanette Weinberg Foundation, Margot Kane of Spring Point Partners, Matt Rho of Avivar Capital, Regina Cho of Crewcial Partners, and Akobe Sandy of MassMutual. 

Tilt, the AI-powered direct indexing platform, has raised a $7.1 million Seed round led by Portage and Lerer Hippeau, with participation from Golden Ventures, Real Ventures, Cumberland Investments, and FJ Labs. The company will officially launch the platform behind a waitlist on September 22nd at Portage’s Confluence event. 

Tilt is pioneering a new approach to wealth management by enabling advisors, TAMPs, and RIAs to deliver scalable, zero-minimum indices with real-time tax optimization, starting at 3 basis points. With Tilt’s platform, anyone can build an index for anything in minutes through an AI-driven thematic research process—democratizing access to institutional-grade indexing and personalization. 

At the core of Tilt’s technology is an embedding engine that continuously ingests, parses and scores an opinionated set of documents, from SEC filings to news articles and social media, surfacing both consensus and emerging themes in the process. This always-on processing allows Tilt to power new types of structured products, rebalance indices at higher frequencies, and unlock the long tail of personalization that advisors and investors increasingly demand. 

Tipalti, the AI-powered platform for finance automation, today announced it has secured $200 million in growth financing from long-time partner Hercules Capital, Inc. (NYSE: HTGC). The financing will fuel Tipalti’s continued investment in artificial intelligence (AI) and product innovation, as well as support its global growth. 

Building on its recent acquisition of AI-native treasury automation startup Statement, Tipalti has introduced the next evolution of Tipalti AI, redesigned with an agentic focus in mind. Enhanced with more powerful, context-aware AI agents, Tipalti AI expands both the breadth and depth of its AI capabilities. Embedded across the full spectrum of finance automation solutions, Tipalti AI enables finance teams to increase productivity, surface richer insights, and focus their time on strategic priorities. 

Designed to meet the demands of today’s real-time economy, Tipalti’s AI Agents eliminate repetitive tasks and surface meaningful insights, freeing finance teams to focus on higher-impact initiatives. Equally important, Tipalti AI maintains a careful balance between automation and control, giving finance professionals the ability to review and override AI-powered decisions, such as critical approvals and payments. By working in unison with Tipalti’s built-in financial and regulatory controls, Tipalti’s expanding bench of AI agents is redefining what’s possible in finance operations 

DataVisor, the world’s leading AI-powered fraud and risk platform, today announced a strategic partnership with VeriPark, a leading provider of digital banking solutions for financial services, to deliver a joint ongoing fraud and device intelligence solution for VeriPark customers. This collaboration brings seamless, out-of-the-box fraud protection to credit unions across Canada via VeriPark’s digital banking platform, with early customers including Beem Credit Union, one of the country’s largest and most innovative credit unions. 

By integrating DataVisor’s advanced fraud and risk platform and enriched device intelligence directly into VeriPark’s platform, credit unions gain immediate access to real-time, AI-powered fraud protection without complex custom integrations. The combination speeds deployment, reduces operational burden, and improves member experiences across digital channels. 

According to DataVisor’s 2025 Fraud and AML Executive Report, 75% of surveyed financial institutions acknowledge that bad actors are leveraging AI more effectively than legitimate organizations. Through this strategic partnership, credit unions gain access to DataVisor’s next-generation AI-powered fraud prevention framework, powered by AI Agents, an ensemble of machine learning models, and device intelligence. With these advanced defenses embedded into VeriPark’s platform, credit unions can regain the upper hand, staying one step ahead of fraudsters while delivering a seamless digital experience. 

Visa Inc. (NYSE: V), a global leader in digital payments, today announced the general availability of the Visa Commercial Solutions (VCS) Hub, a breakthrough platform that redefines the future of commercial payments for issuers and fintechs worldwide. 

The VCS Hub represents a transformational leap forward, engineered to deliver a smarter, more seamless experience for all users. As expansion continues, the VCS Hub will also incorporate next-generation AI capabilities, ultimately offering issuers the ability to unlock a unified, intelligent platform that turns complexity into simplicity. 

Following a successful pilot, the VCS Hub is now available broadly, enabling issuers and fintechs to deliver powerful commercial payment and embedded finance experiences, turbocharged by automation and seamless integration. For existing users, the platform offers an end-to-end payables solution, enabling full invoice and supplier payments, while also supporting flexible ad hoc payments to efficiently manage business needs. For embedded payments, seamless integration into accounting solutions is a core capability, making it easier and more secure for organizations to manage payments and focus on other essential business priorities.