Finance service – Save Western OH http://savewesternoh.org/ Fri, 19 Aug 2022 12:51:07 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://savewesternoh.org/wp-content/uploads/2021/08/cropped-icon-32x32.png Finance service – Save Western OH http://savewesternoh.org/ 32 32 Ecuadorian ‘unicorn’ Kushki buys financial services start-up as part of Mexican expansion https://savewesternoh.org/ecuadorian-unicorn-kushki-buys-financial-services-start-up-as-part-of-mexican-expansion/ Wed, 17 Aug 2022 23:40:00 +0000 https://savewesternoh.org/ecuadorian-unicorn-kushki-buys-financial-services-start-up-as-part-of-mexican-expansion/ MEXICO CITY, Aug 17 (Reuters) – Ecuadorian “unicorn” Kushki, an online payment platform serving Latin America, is to buy Mexican startup Billpocket in a bid to triple its growth in Mexico over the next few months, a Kushki said on Wednesday. Kushki, which expanded into Mexico in 2020, said the purchase of Billpocket and its […]]]>

MEXICO CITY, Aug 17 (Reuters) – Ecuadorian “unicorn” Kushki, an online payment platform serving Latin America, is to buy Mexican startup Billpocket in a bid to triple its growth in Mexico over the next few months, a Kushki said on Wednesday.

Kushki, which expanded into Mexico in 2020, said the purchase of Billpocket and its portable credit card terminals will complement its existing services.

The companies did not disclose the purchase price.

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“Now, with our combined technology and experience, we will be able to work with more partners across the region, helping the paid tech ecosystem to continue to grow,” said Billpocket Founder and CEO , Alejandro Guizar, in a press release.

Billpocket faces competition from Clip and MercadoLibre’s MercadoPago unit, which have also launched handheld terminals in the country.

Kushki, which also operates in Peru, Colombia and Chile, earned coveted unicorn status earlier this year after hitting a valuation of over $1 billion.

The company said regulators have already approved its purchase of Billpocket.

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Reporting by Kylie Madry; edited by Richard Pullin

Our standards: The Thomson Reuters Trust Principles.

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The alternative financing service for startups Arc closes its funding round https://savewesternoh.org/the-alternative-financing-service-for-startups-arc-closes-its-funding-round/ Wed, 17 Aug 2022 08:42:26 +0000 https://savewesternoh.org/the-alternative-financing-service-for-startups-arc-closes-its-funding-round/ Bowwhich bills itself as the future of startup funding, closed its Series A funding round at $20 million. Left Lane Capital was the leader, with commitments also coming from NFX, Y Combinator, Clocktower Technology Ventures, Torch Capital, Atalaya, Bain Capital Ventures, Soma, Alumni Ventures and Dreamers VC. The round has also been backed by angel […]]]>

Bowwhich bills itself as the future of startup funding, closed its Series A funding round at $20 million.

Left Lane Capital was the leader, with commitments also coming from NFX, Y Combinator, Clocktower Technology Ventures, Torch Capital, Atalaya, Bain Capital Ventures, Soma, Alumni Ventures and Dreamers VC.

The round has also been backed by angel investors, including the founders of Wayflyer, Plaid, Column, Chargebee, Vouch and Jeeves.

With the funds, the company plans to accelerate its growth and expand the availability of its treasury and software products.

Arc was founded on the principle that high-end startups deserve a non-dilutive, debt-free, premium funding alternative and financial tools to help them scale on their terms. The company programmatically underwrites credit risk, helping it deploy capital to founders in minutes.

Its offerings include Arc Advance, which allows founders to convert future earnings into initial capital, and Arc Runway, which helps startups analyze their net cash burn.

The company was stealth launched in January 2022 with $161 million in funding from equity and credit investors. Since then, the company has experienced strong growth and supports 1,000 high-growth software startups on its platform.

Arc Co-Founder and CEO Don Muir said, “We’re building the #1 digital bank for software startups. For the first time, startups can tap into future earnings to access capital without dilution, deposit those funds into an FDIC-eligible account, and leverage proprietary funding software to optimize growth.

“We are thrilled to partner with this talented group of investors who bring relevant experience in transforming fintech and SaaS startups into market-leading platforms. This capital injection will help us build and scale Arc Treasury to meet the digital banking needs of a new generation of software-driven businesses.

Alongside the investment, the company announced that Left Lane Capital managing partner Dan Ahrens had joined Arc’s board.

Arc recently launched the Arc Treasury tool, which is a digitally native, vertically integrated cash management account that gives startups access to the essentials, including instant deposits, free money movements, cards unlimited, expense control and perks.

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Integrated Financial Services Market 2022 Global Outlook and Business Scenario – Banxware, Bond, Cross River, Finix, Flywire, Marqueta – Instant Interview https://savewesternoh.org/integrated-financial-services-market-2022-global-outlook-and-business-scenario-banxware-bond-cross-river-finix-flywire-marqueta-instant-interview/ Fri, 05 Aug 2022 13:03:37 +0000 https://savewesternoh.org/integrated-financial-services-market-2022-global-outlook-and-business-scenario-banxware-bond-cross-river-finix-flywire-marqueta-instant-interview/ The Market analysis reports has added a new statistical market report to its repository titled Embedded Finance Service Market. It provides an overview of the industry with market growth analysis with historical and futuristic perspective for the following parameters; cost, revenue, demand and supply data (if applicable). Moreover, the report also sheds light on recent […]]]>

The Market analysis reports has added a new statistical market report to its repository titled Embedded Finance Service Market. It provides an overview of the industry with market growth analysis with historical and futuristic perspective for the following parameters; cost, revenue, demand and supply data (if applicable). Moreover, the report also sheds light on recent developments and technological platforms, in addition to distinctive tools and methodologies that will help propel the performance of the industries. The report also presents forecast of investments in integrated financial services from 2022 to 2028. It provides a comprehensive view on the integrated financial services market by examining analyzes of historical and future trends in terms of growth.

Click the link to GET a free sample report (25% flat rate discount):

https://www.marketinsightsreports.com/reports/08028756556/global-embedded-finance-service-market-growth-status-and-outlook-2022-2028/inquiry?Mode=A28

Main Key Players in the global integrated financial services market: Banxware, Bond, Cross River, Finix, Flywire, Marqueta, MX, OpenPayd, Plaid, Q2, Railsbank, Synapse, Tink, UNIPaaS Payment Technologies and other.

This report segments the global integrated financial services market into the following types:

Cloud-based

On the site

Based on Application, the global integrated financial services market is segmented into:

Small business

Large and medium enterprise

Analysis at regional and national level:

The major regions covered in the Embedded Finance Services market report are North America, Europe, Asia-Pacific, Latin America, Middle East and Africa. It also covers key regions (countries) namelyUnited States, Canada, Germany, France, United Kingdom, Italy, Russia, China, Japan, South Korea, India, Australia, Taiwan, Indonesia, Thailand, Malaysia, Philippines, Vietnam, Mexico, Brazil, Turkey, Saudi Arabia , United Arab Emiratesetc

Important Attribute and Report Highlights:

– Detailed overview of the Embedded Finance Service market
– Changing industry market dynamics
– In-depth market segmentation by type, application, etc.
– Historical, current and projected market size in terms of volume and value
– Recent industry trends and developments
– Competitive landscape of the Embedded Finance Service market
– Strategies of key players and product offerings
– Potential and niche segments/regions showing promising growth
– A neutral perspective on the performance of the integrated financial services market
– Must-have information for market players to maintain and strengthen their footprint in the market

Explore the full report with detailed table of contents here:

https://www.marketinsightsreports.com/reports/08028756556/global-embedded-finance-service-market-growth-status-and-outlook-2022-2028?Mode=A28

Crucial Elements of TOC of Global Integrated Financial Services Market:

Chapter 1: Overview of the integrated financial services market
Chapter 2: Global Integrated Financial Services Market Competition, Profiles/Analysis, Strategies
Chapter 3: Global Integrated Finance Service Capacity, Production, Revenue (Value) by Region (2017-2022)
Chapter 4: Global Integrated Finance Services Supply (Production), Consumption, Export, Import by Region (2017-2022)
Chapter 5: Regional Highlights of the Global Integrated Financial Services Market
Chapter 6: Industrial Chain, Sourcing Strategy and Downstream Buyers
Chapter 7: Marketing Strategy Analysis, Distributors/Traders
Chapter 8: Analysis of market effect factors
Chapter 9: Market decisions for the current scenario
Chapter 10: Global Integrated Financial Services Market Forecast (2022-2028)
Chapter 11: Case studies
Chapter 12: Research results and conclusion

Finally, the Integrated Financial Services Market report offers a complete and detailed study of the global Integrated Financial Services Market by using numerous analytical tools and models such as SWOT analysis, ROI analysis, and analytics. of Porter’s five forces, which are useful for beginners to access the next opportunity. After exploring the market insights through primary and secondary research methodologies, if anything is required except this, the market insights reports will provide customization according to specific demands.

Buy the full report@:

https://www.marketinsightsreports.com/report/purchase/08028756556?mode=su?Mode=A28

Customizing this report: (Tray 30% off)

This report can be customized according to customer requirements. Please contact our sales professional (sales@marketinsightsreports.com), we will ensure that you get the report that meets your needs.

About Us:

MarketInsights reports provides syndicated market research on industry verticals including healthcare, information and communication technology (ICT), technology and media, chemicals, materials, l energy, heavy industry, etc. MarketInsights reports provides global and regional market intelligence coverage, 360 degree market view which includes statistical forecast, competitive landscape, detailed segmentation, key trends and strategic recommendations.

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Irfan Tamboli (Head of Sales) – Market Outlook Reports
Phone: + 1704 266 3234 | +91-750-707-8687
sales@marketinsightsreports.com | irfan@marketinsightsreports.com

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4 Digital Dexterity Skills Every Financial Services Team Should Know https://savewesternoh.org/4-digital-dexterity-skills-every-financial-services-team-should-know/ Wed, 20 Jul 2022 18:01:31 +0000 https://savewesternoh.org/4-digital-dexterity-skills-every-financial-services-team-should-know/ The financial sector is a specialized industry that requires highly skilled professionals to perform its critical tasks. Sensitive tasks such as financial reporting and control, tax and compliance, and budgeting always require the skills of well-trained staff. However, to the extent that the finance niche needs experts, you realize that many of its day-to-day operations […]]]>

The financial sector is a specialized industry that requires highly skilled professionals to perform its critical tasks. Sensitive tasks such as financial reporting and control, tax and compliance, and budgeting always require the skills of well-trained staff.

However, to the extent that the finance niche needs experts, you realize that many of its day-to-day operations are repetitive tasks. Tasks such as loan processing, accounts payable, and credit card applications are labor-intensive tasks that waste valuable time on more creative tasks.

Essential skills for the financial sector

Repetitive tasks often lead to unforced accounting errors that can significantly damage brand reputation. Based on this understanding, research shows that 75% of transactional operations and 40% of strategic work can be automated. Nearly half of the tasks that people are paid to the tune of $15 trillion can actually be automated. In the United States, 51% of tasks are very sensitive to automation. Especially physical activities in structured and predictable environments.

No employer wants to keep spending money on tasks that will be done better when automated. These realities – market changes and technological evolution have caused a displacement of the most demanded skills in the financial sphere. Here are four digital skills needed to stay relevant that every finance department should know.

1. Knowledge of the market

Market knowledge is the ability to analyze the stock market holistically. This skill is essential for anyone working in financial data or financial news. It helps you make informed decisions and eliminate risky choices. You need to have a deep understanding of market forces and how they shape the financial landscape.

It is essential to keep an eye on the latest market movements by researching trends and assessing their impact. The financial market is very volatile and you need to know how a news is affecting your industry. You want to understand the roles multinationals play in determining market stability. Also, understand how human emotion can cause a rise and fall at any given time.

2. Analytical skills

The ability to collect data, visualize potential scenarios and analyze to see the big picture is essential in the financial industry. It takes the mind of a problem solver and a critical thinker to turn data into information. This is a highly sought after skill due to the uncertainty and volatility in the financial space. Being able to synthesize big data, analyze it, and come up with solutions to problems automatically sets you apart in the rat race.

Financial services would be a great choice if you’re pissed off by vague statistics in the newspaper and would like the chance to get the data for yourself. To thrive in the finance niche, you need to be comfortable and enjoy drawing conclusions from your analysis. Analytical skills are essential in performing tasks such as budget forecasting, financial reporting and competitor analysis, where you need to make projections and assumptions.

3. Automation

Customers are more demanding in today’s digital world, and the financial industry is no exception. There is a growing demand for speed and efficiency from customers. Customers expect a seamless customer experience involving data security and personalized solutions. Hence the need for banks to reinvent themselves with Robotic Process Automation (RPA).

To compete in this ever-changing and increasingly saturated market, financial institutions cannot carry on business as usual. About 60 percent of financial institutions have introduced RPA into their operations. RPA in banking helps companies provide better services to their customers by reducing errors and improving quality and speed. It also reduces human involvement in routine work, allowing workers to focus on important tasks and Increased productivity.

4. Effective communication

Stakeholders are an essential part of the survival of any organization, and the ability to engage them is crucial. This is reflected in management’s ability to share the organization’s vision with staff, who reflect these values ​​in their relationships with customers. Communication, negotiation and influencing are essential skills that all finance professionals must possess. These skills are useful for explaining technical and financial concepts to clients.

Your ability to communicate helps you personalize the customer experience and increase satisfaction. Effective communication includes creating a reliable communication channel with customers. The financial market can be volatile and clients need the expertise of financial experts to make important decisions. Businesses can decide and reach a resolution faster when there is a clear communication channel.

Change times

The financial sphere is changing rapidly, all thanks to digital and customer expectations. More than ever, businesses need to pay more attention to the environment. And take a more proactive approach to problem solving while leveraging automation to beat the competition.

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Australian Crypto Exchange BTC Markets Receives Financial Service License https://savewesternoh.org/australian-crypto-exchange-btc-markets-receives-financial-service-license/ Fri, 24 Jun 2022 20:04:55 +0000 https://savewesternoh.org/australian-crypto-exchange-btc-markets-receives-financial-service-license/ Some jurisdictions have mandatory regulations in place for BTC and crypto-related companies. For example, a law requires all crypto services companies and exchanges to have a financial license. Such laws are appropriate as more and more criminal activity and scams are rampant through the use of cryptocurrencies. As digital assets and crimes increase, many governments […]]]>

Some jurisdictions have mandatory regulations in place for BTC and crypto-related companies. For example, a law requires all crypto services companies and exchanges to have a financial license. Such laws are appropriate as more and more criminal activity and scams are rampant through the use of cryptocurrencies.

As digital assets and crimes increase, many governments are on edge. They strive to keep up with the innovative and systematic movement of digital assets. This explains the spike in regulatory watchdogs within the crypto industry. Therefore, investors and other crypto participants could get some security for their funds when engaging in the digital space.

Related Reading | Bitcoin Blockchain is starting to wake up from the death spiral

One of Australia’s crypto exchanges, BTC Markets, has finally secured a financial services license. The country’s main regulatory agency, the Australian Securities and Investments Commission (ASIC), issued the license to the company. According to the report, the license was issued to BTCM Payments, a sister company of crypto exchange BTC Markets.

Currently, Australia does not have mandatory laws and regulations that are binding on crypto businesses for their operations. However, the exchange said that by obtaining the license, it would be better able to serve its customers. This could provide more new products and create a bridge between digital currencies and traditional currencies.

With the license, it is the first crypto exchange in Australia to gain financial approval. This means that it has evolved through the AFSL (Australian Financial Services License) application process through its subsidiary. Thus, BTC Markets can boast of having obtained an AFSL license.

BTC crosses the $21,000 mark | Source: BTCUSD on TradingView

BTC Markets had applied for the financial license in August 2020. After waiting two years, the crypto exchange finally got ASIC approval.

Certification for BTC Markets and Financial Licensing Implications

Additionally, the crypto exchange had received the International Organization for Standardization’s Information Security Management Certification (ISO certified). Also, Blockchain Australia, the country’s cryptocurrency industry, has licensed the crypto exchange.

The financial services license provides BTC Markets with many privileges for its operation. For example, the company can easily offer custodial and custodial services such as trading and storage of financial assets and securities. In addition, it can develop financial products and participate in different financial markets.

In February, the Australian crypto exchange entered into an agreement with SelfWealth, an exchange trading site. The deal will begin on June 30 and aims to provide users with trading opportunities for certain important assets. Some tokens include Bitcoin, ETH, LINK, UNI, and XRP.

Suggested Reading | Quantum computers emerge from an Australian lab – A threat to cryptocurrency?

Regarding the license, Catherine Bowler, CEO of BTC Markets, mentioned that it was a preparatory campaign for their crypto business. This pushes them towards progressive success for certification with System and Organizational Controls (SOC) 2. The Australian crypto industry currently registers BTC Markets as the top performing company.

Featured image from Twitter, chart from TradingView.com

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Microsoft is abandoning its Money in Excel personal finance service https://savewesternoh.org/microsoft-is-abandoning-its-money-in-excel-personal-finance-service/ Tue, 31 May 2022 18:54:12 +0000 https://savewesternoh.org/microsoft-is-abandoning-its-money-in-excel-personal-finance-service/ Credit: Microsoft Two years ago, Microsoft started rolling out a budget tracking service called Money in Excel as a carrot for its Microsoft 365 Personal and Family subscription. But the company has decided to drop Money in Excel, along with Wolfram Alpha data type support for Excel, starting next year. According an email sent by […]]]>
moneyinexcelphaseout.jpg

Credit: Microsoft

Two years ago, Microsoft started rolling out a budget tracking service called Money in Excel as a carrot for its Microsoft 365 Personal and Family subscription. But the company has decided to drop Money in Excel, along with Wolfram Alpha data type support for Excel, starting next year.

According an email sent by Microsoft to certain Microsoft 365 subscribers, Microsoft has not fully explained the reason for its decision to remove these features. However, as noted by XDA Developers, the email stated that Microsoft will “occasionally remove underused features and benefits.” So it may just be that not enough people are using Money for Excel.

Update: here is the acknowledgment of receipt of email content from a Microsoft customer support article. The reason for the decision to discontinue Money for Excel next year is as follows: “We have learned a lot from Money in Excel and appreciate the many needs people have for their families and their money. There are other areas where we can have a greater impact and will focus on those moving forward.”

Money in Excel is a template and add-in for Excel. The feature allows users to automatically connect their bank accounts, credit cards, investments, and loan accounts to Excel through a relationship with Plaid. Users can track their spending habits and see their total monthly expenses through the “Snapshot” sheet. Microsoft planned to roll out this service globally for paid Microsoft 365 Personal and Family subscribers.

According to the email, Money in Excel users can continue to use the service until June 30, 2023. They will not be able to add more data to their spreadsheets, but they will be able to continue accessing their existing data. . Microsoft offers a 60-day free trial of Taller for anyone looking for a similar service.

Microsoft is not giving up trying to seduce consumers with new services. Its WebXT team is pushing full throttle with new search, advertising, shopping and news services. And Microsoft is still trying to build a consumer audience for Teams.

A recent job posting for a position with WebXT (Web Experiences Team) claims that the team “is at the center of the next wave of consumer products.”

“Our team is responsible for designing, implementing and delivering modern AI-powered applications,” the job posting states. (I assume the reference to AI is largely due to Bing, which is where much of Microsoft’s internal AI work is housed and sourced from.) The connections between what Microsoft is doing on fronts of consumer applications and the Edge browser and Bing search/advertising runs deep.

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Tiller Launches New Personal Finance Service for Excel, Partners on Exclusive Offer for Microsoft 365 Subscribers | Company https://savewesternoh.org/tiller-launches-new-personal-finance-service-for-excel-partners-on-exclusive-offer-for-microsoft-365-subscribers-company/ Tue, 31 May 2022 16:02:38 +0000 https://savewesternoh.org/tiller-launches-new-personal-finance-service-for-excel-partners-on-exclusive-offer-for-microsoft-365-subscribers-company/ SEATTLE–(BUSINESS WIRE)–May 31, 2022– Today Taller announced full support for Microsoft Excel, offering a complete personal finance service based on the industry-leading spreadsheet software. This press release is multimedia. See the full version here: https://www.businesswire.com/news/home/20220526005011/en/ Monthly budget sheet in the Tiller Foundation template for Microsoft Excel. (Photo: BusinessWire) Tiller’s recently updated service connects 21,000 banks […]]]>

SEATTLE–(BUSINESS WIRE)–May 31, 2022–

Today Taller announced full support for Microsoft Excel, offering a complete personal finance service based on the industry-leading spreadsheet software.

This press release is multimedia. See the full version here: https://www.businesswire.com/news/home/20220526005011/en/

Monthly budget sheet in the Tiller Foundation template for Microsoft Excel. (Photo: BusinessWire)

Tiller’s recently updated service connects 21,000 banks to Excel and imports daily financial data with the click of a button. Clients can easily track their daily expenses, account balances, budgets, and net worth in their Excel workbooks without data entry or logging into multiple accounts.

Working with Microsoft, Tiller is offering Microsoft 365 customers a special 60-day trial of the service.

Additional personal finance features exclusive to Tiller include pre-made templates, daily account update email, community of users, and top-notch customer support. This summer, Tiller will launch AutoCat, the first fully customizable automatic transaction categorization engine for Excel.

“Tiller welcomes all Microsoft 365 subscribers,” said Peter Polson, CEO of Tiller. “With full Excel support, our customers can more easily manage their money, their way, with all their accounts updated in one place, flexible reporting, customizable categories and uncompromising privacy. We’re sure Excel fans will fall in love with Tiller.

Register with Tiller

Microsoft 365 subscribers can claim their 60-day extended free trial of Tiller by following a link in Microsoft’s email announcing the offer. Eligible users must be based in the United States and have an active Microsoft 365 subscription. This offer is exclusively available to Microsoft 365 subscribers.

ABOUT THE BAR

Tiller is the only automated personal finance service built on Microsoft Excel and Google Sheets, combining the simplicity of an app with the power of spreadsheets. Tiller offers customers a clear view of all their finances in one place, flexible templates, a vibrant user community, US-based customer support, strict privacy, and no ads.

The Tiller team is driven by a mission to help people gain greater confidence and control over their financial lives, guided by the belief that money matters because life matters more.

Show source version on businesswire.com:https://www.businesswire.com/news/home/20220526005011/en/

CONTACT: For more information, press only:

Peter Polson, Tiller, (206) 669-0130, peterp@tillerhq.com

KEYWORD: UNITED STATES NORTH AMERICA WASHINGTON

INDUSTRY KEYWORD: SOFTWARE BANKING ACCOUNTING INTERNET PROFESSIONAL SERVICES DATA MANAGEMENT VENTURE CAPITAL TECHNOLOGY SMALL BUSINESS OTHER PROFESSIONAL SERVICES FINANCE OTHER TECHNOLOGY

SOURCE: tiller

Copyright BusinessWire 2022.

PUBLISHED: 05/31/2022 12:00 PM / DISK: 05/31/2022 12:02 PM

http://www.businesswire.com/news/home/20220526005011/en

Copyright BusinessWire 2022.

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Tiller Launches New Personal Finance Service for Excel, Partners on Exclusive Offer for Microsoft 365 Subscribers | national company https://savewesternoh.org/tiller-launches-new-personal-finance-service-for-excel-partners-on-exclusive-offer-for-microsoft-365-subscribers-national-company/ Tue, 31 May 2022 16:02:33 +0000 https://savewesternoh.org/tiller-launches-new-personal-finance-service-for-excel-partners-on-exclusive-offer-for-microsoft-365-subscribers-national-company/ SEATTLE–(BUSINESS WIRE)–May 31, 2022– Today Taller announced full support for Microsoft Excel, offering a complete personal finance service based on the industry-leading spreadsheet software. This press release is multimedia. See the full version here: https://www.businesswire.com/news/home/20220526005011/en/ Monthly budget sheet in the Tiller Foundation template for Microsoft Excel. (Photo: BusinessWire) Tiller’s recently updated service connects 21,000 banks […]]]>

SEATTLE–(BUSINESS WIRE)–May 31, 2022–

Today Taller announced full support for Microsoft Excel, offering a complete personal finance service based on the industry-leading spreadsheet software.

This press release is multimedia. See the full version here: https://www.businesswire.com/news/home/20220526005011/en/

Monthly budget sheet in the Tiller Foundation template for Microsoft Excel. (Photo: BusinessWire)

Tiller’s recently updated service connects 21,000 banks to Excel and imports daily financial data with the click of a button. Clients can easily track their daily expenses, account balances, budgets, and net worth in their Excel workbooks without data entry or logging into multiple accounts.

Working with Microsoft, Tiller is offering Microsoft 365 customers a special 60-day trial of the service.

Additional personal finance features exclusive to Tiller include pre-made templates, daily account update email, community of users, and top-notch customer support. This summer, Tiller will launch AutoCat, the first fully customizable automatic transaction categorization engine for Excel.

“Tiller welcomes all Microsoft 365 subscribers,” said Peter Polson, CEO of Tiller. “With full Excel support, our customers can more easily manage their money, their way, with all their accounts updated in one place, flexible reporting, customizable categories and uncompromising privacy. We’re sure Excel fans will fall in love with Tiller.

Register with Tiller

Microsoft 365 subscribers can claim their 60-day extended free trial of Tiller by following a link in Microsoft’s email announcing the offer. Eligible users must be based in the United States and have an active Microsoft 365 subscription. This offer is exclusively available to Microsoft 365 subscribers.

ABOUT THE BAR

Tiller is the only automated personal finance service built on Microsoft Excel and Google Sheets, combining the simplicity of an app with the power of spreadsheets. Tiller offers customers a clear view of all their finances in one place, flexible templates, a vibrant user community, US-based customer support, strict privacy, and no ads.

The Tiller team is driven by a mission to help people gain greater confidence and control over their financial lives, guided by the belief that money matters because life matters more.

Show source version on businesswire.com:https://www.businesswire.com/news/home/20220526005011/en/

CONTACT: For more information, press only:

Peter Polson, Tiller, (206) 669-0130, peterp@tillerhq.com

KEYWORD: UNITED STATES NORTH AMERICA WASHINGTON

INDUSTRY KEYWORD: SOFTWARE BANKING ACCOUNTING INTERNET PROFESSIONAL SERVICES DATA MANAGEMENT VENTURE CAPITAL TECHNOLOGY SMALL BUSINESS OTHER PROFESSIONAL SERVICES FINANCE OTHER TECHNOLOGY

SOURCE: tiller

Copyright BusinessWire 2022.

PUBLISHED: 05/31/2022 12:00 PM / DISK: 05/31/2022 12:02 PM

http://www.businesswire.com/news/home/20220526005011/en

Copyright BusinessWire 2022.

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Tiller launches new personal finance service for Excel, partners on exclusive offer for Microsoft 365 subscribers https://savewesternoh.org/tiller-launches-new-personal-finance-service-for-excel-partners-on-exclusive-offer-for-microsoft-365-subscribers/ Tue, 31 May 2022 07:00:00 +0000 https://savewesternoh.org/tiller-launches-new-personal-finance-service-for-excel-partners-on-exclusive-offer-for-microsoft-365-subscribers/ SEATTLE–(BUSINESS WIRE)–Today Taller announced full support for Microsoft Excel, offering a complete personal finance service based on the industry-leading spreadsheet software. Tiller’s recently updated service connects 21,000 banks to Excel and imports daily financial data with the click of a button. Clients can easily track their daily expenses, account balances, budgets, and net worth in […]]]>

SEATTLE–(BUSINESS WIRE)–Today Taller announced full support for Microsoft Excel, offering a complete personal finance service based on the industry-leading spreadsheet software.

Tiller’s recently updated service connects 21,000 banks to Excel and imports daily financial data with the click of a button. Clients can easily track their daily expenses, account balances, budgets, and net worth in their Excel workbooks without data entry or logging into multiple accounts.

Working with Microsoft, Tiller is offering Microsoft 365 customers a special 60-day trial of the service.

Additional personal finance features exclusive to Tiller include pre-made templates, daily account update email, community of users, and top-notch customer support. This summer, Tiller will launch AutoCat, the first fully customizable automatic transaction categorization engine for Excel.

“Tiller welcomes all Microsoft 365 subscribers,” said Peter Polson, CEO of Tiller. “With full Excel support, our customers can more easily manage their money, their way, with all their accounts updated in one place, flexible reporting, customizable categories and uncompromising privacy. We’re sure Excel fans will fall in love with Tiller.

Register with Tiller

Microsoft 365 subscribers can claim their 60-day extended free trial of Tiller by following a link in Microsoft’s email announcing the offer. Eligible users must be based in the United States and have an active Microsoft 365 subscription. This offer is exclusively available to Microsoft 365 subscribers.

ABOUT THE BAR

Tiller is the only automated personal finance service built on Microsoft Excel and Google Sheets, combining the simplicity of an app with the power of spreadsheets. Tiller offers customers a clear view of all their finances in one place, flexible templates, a vibrant user community, US-based customer support, strict privacy, and no ads.

The Tiller team is driven by a mission to help people gain greater confidence and control over their financial lives, guided by the belief that money matters because life matters more.

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Union Bank Of India Launches Cross Border Trade Finance Service Trade Nxt https://savewesternoh.org/union-bank-of-india-launches-cross-border-trade-finance-service-trade-nxt/ Thu, 12 May 2022 11:17:50 +0000 https://savewesternoh.org/union-bank-of-india-launches-cross-border-trade-finance-service-trade-nxt/ Union Bank of India has launched Trade nxt, a cross-border trade finance service for Indian exporters and importers. The platform will enable companies to perform all export/import transactions including entering and processing letters of credit, bank guarantees, export/import invoices, disbursement of credit to export, outbound and inbound remittances, and dealer financing, and more, all in […]]]>

Union Bank of India has launched Trade nxt, a cross-border trade finance service for Indian exporters and importers.

The platform will enable companies to perform all export/import transactions including entering and processing letters of credit, bank guarantees, export/import invoices, disbursement of credit to export, outbound and inbound remittances, and dealer financing, and more, all in one place. .

“Trade nxt” eliminates the need for businesses to visit a bank branch to initiate a trade transaction and ensures better governance with enhanced security and controls, the bank said in its statement.

The platform will also enable automatic regulatory online reporting through the Import Data Processing and Monitoring System (IDPMS), Export Data Processing and Monitoring System (EDPMS) and other statutory reports. relating to ODI/IDE/LRS transactions.

To provide a user-friendly experience, Union Bank said the platform has personalized dashboards, OCR-based transactions, artificial intelligence, bulk downloads, with additional features such as GIS/reports personalized.

Key platform features include 24/7 digital transactions from anywhere with minimal branch dependency, auto-generated regulatory reporting, reminders for future invoice and payment due dates, a dedicated relationship manager office, digitized trade finance transactions. copies of documents are available, if available.

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