Jacquelyn Perrine’s Post

Instant, an AI-powered service offering from Ocrolus, empowers lenders to analyze bank statements and other financial documents more efficiently than ever before. Don’t just take it from us – Rapid Finance Director of Business Processes, Shapour Rafii explains how our fully automated document processing offering equips his team to succeed by returning insights in seconds. 😎 Check out how partnering with Ocrolus has helped transform other businesses like Rapid Finance: https://brnw.ch/21wFdmb

🌟 Join us for an exclusive webinar on Keacast — We revolutionize the way you forecast and manage your expenses, all integrated within a calendar! Discover how to simplify your financial planning and stay ahead of your budget. 📆 Set your reminders for 9 PM sharp! Click the link in our bio! Don’t miss out on mastering your money management with Keacast. https://lnkd.in/ecsYyYqb #FinanceWebinar #ExpenseManagement #FinancialWellness #MoneyManagement #FinancialPlanning #BudgetingTips #SmartSpending #FinTech #PersonalFinance #SavingsGoals #InvestSmart #FinancialFreedom #Keacast

The Alternative Events Accountancy Strategic IT Conference 2024 agenda includes two separate stages of content. On day 1, stage one will focus on artificial intelligence. In his presentation Andrew Guy CEO, FD Intelligence discusses his vision on the future of intelligent automation and its impact on the accounting sector. This will be followed by a Q&A session facilitated by Will Farnell, Director and Founder, Farnell Clarke Limited #AccIT2024 | #accountancy | #managingpartners | #fintech | #itdirectors | #alternativeevents 

The Future of Finance: An #aidriven Approach to #automate the Assessment of a Stock´s Intrinsic Value Bernhard Brugger https://lnkd.in/gpkEu6YJ #FinanceAI #InvestmentTech #AutomatedFinance #FinancialInnovation #AIinFinance #FinanceTechnology #IntrinsicValue #StockAssessment #AIDriven #FutureOfFinance #artmac #artmacllc #artmactrends

I had an interesting day at the Artificial Intelligence in Financial Advice conference Key takeaways: 50% of advice firm owners are looking to sell in the next 2 years - is yours cashing in your chips? In my opinion the vertically integrated, homogenous propositions that are increasingly prevalent in the marketplace will be at the greatest risk of disruption once the current PE backed bonanza settles Firms like ours will become more and more successful because of our tech stack (not despite of it) Financial planning in general should be massively improved by technology The way advice will be delivered will change profoundly over the coming years Efficiency will be improved to allow time with clients to be increased (how outcomes are improved) Don’t let the tech drive the proposition - use the development to solve existing points of pain first Understand what you are using and tread carefully - security of our clients’ data is paramount Archaic systems will be left in the shadows and perhaps it’s the biggest firms with the largest incentives to retain the status quo that will move slowest / be disrupted Human advisers will become behavioural counsellors / chaperones and their emotional intelligence will underpin their value more and more High value clients’ needs are less easy to service with plug and play solutions - but their experience can be hugely improved #primewealth #primeaccountants #digitaltransformation #AIFA #integrityandtrust #independentadvice

Did you know Levr.ai has a fantastic blog? If you're looking for tips and tricks for how to think about your business financials for growth check it out 🔗 https://levr.ai/blog Subscribe for updates - our team posts 3-5 new articles every month! https://lnkd.in/gAYXJAbN --------- #smallbusinesstips #smallbusinessblog #fintech #smbtips #smallbusinessgrowth #smbblog

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CFOs and finance teams have been tackling operational challenges with various tools and systems, but the real question is - are we taking a comprehensive approach? Hear Deena Jacob's insight on a CFO's approach to implementing financial automation. #fintalk #fintech #GenAI #financeautomation #businesspayments #openmoney

Use cash flow lending analysis software, like Ocrolus, to illuminate borrower cash flow analytics, including income/revenue, expenses, transaction categories, ratios, and trends.

Start a journey towards financial liberation with Advancery's Merchant Cash Advances. Our solution breaks the shackles of financial constraints, paving the way for your business to thrive. Start your journey to prosperity today and witness firsthand the transformative power of strategic funding. Don't let limitations hold you back; embrace the freedom to grow and succeed with Advancery by your side. Apply Now: https://lnkd.in/d37NBAAb #Advancery #AdvanceryMCA #MerchantCashAdvance #smallbusiness #SMB #StartupFunding #businessfunding #BusinessFinancing #WorkingCapital #fundingopportunities #smallbusinessfunding #cashadvance #MCA #BusinessCapital #financingoptions