Connect with us

Business

Daloopa Integrates with Perplexity to Bring Its Trusted Financial Data Layer into AI Research Workflows

Published

on

New integration connects Daloopa data to Perplexity’s AI workflows, enabling faster, more reliable investment research using the same data teams rely on today

Daloopa, the essential data infrastructure for AI and agentic workflows in financial services, today announced a new integration with Perplexity that allows joint customers to connect their existing financial data licenses directly into Perplexity and the always-on digital worker, Perplexity Computer.

The integration introduces a bring-your-own-license (BYOL) model, enabling investment teams to access and analyze Daloopa’s structured, audit-ready fundamental data within Perplexity’s interface, without needing to configure APIs, manage entitlements, or switch between tools. Users can query their licensed data through Perplexity’s answer engine, or use Computer to run complex financial analyses using Daloopa data alongside external market signals, all within a single workflow with fully traceable citations.

This builds on Daloopa’s growing ecosystem of AI partnerships, including its connectors with OpenAI’s ChatGPT and Anthropic’s Claude. As AI becomes embedded in real investment workflows, the limiting factor is no longer model capability, but whether those systems can reliably access and use high-quality financial data within those workflows. In high-stakes use cases like valuation, earnings analysis, and portfolio modeling, inconsistencies and errors can materially impact outcomes.

“AI is only as powerful as the data it can access,” said Thomas Li, CEO of Daloopa. “As investment firms move AI into real workflows, they need systems that are not just fast, but also accurate, consistent, and traceable. By integrating with Perplexity, we’re enabling teams to bring their existing data licenses into AI platforms, so they can move faster without sacrificing rigor.”

“Perplexity is focused on delivering accurate, cited answers users can trust,” said Dmitry Shevelenko, Chief Business Officer at Perplexity AI. “By connecting Perplexity to the financial data our customers already rely on, we’re making it possible to run analysis, generate research, and answer complex questions in a single workflow, with full visibility into the underlying sources.”

The result is faster, more reliable research and clearer investment decisions, grounded in the same robust data that teams already trust today.

Daloopa’s platform covers 5,500+ public companies globally, delivers up to 10 times more data points per company than other providers, and each datapoint is linked back to its original source for full auditability. The company’s infrastructure powers a wide range of analytical AI workflows, from hedge funds detecting quarterly inflections and modeling scenarios to equity researchers generating reports. Daloopa’s MCP is also LLM-agnostic and supports AI platforms using MCP Standard Protocol.

About Daloopa

Daloopa is the financial data layer powering the finance ecosystem with the most accurate and comprehensive data. Its proprietary platform sources, structures, and distributes this historical financial dataset covering 5,500+ public companies globally. Analysts at the world’s top investment firms trust Daloopa’s workflow solutions to save valuable time and accelerate their decision making. Daloopa also provides the critical AI data infrastructure that underpins the best financial agents and is trusted by the world’s most preeminent AI companies.

For more information or to request a demo, visit daloopa.com.

Business

How a Unified Monetization Solution Is Driving eCPM and Revenue Growth for Casual Games Worldwide

Published

on

Casual, hyper-casual, and hybrid-casual games have become dominant categories in the global mobile market, making in-app advertising (IAA) a key driver of monetization success. However, many developers continue to face major challenges, including unstable fill rates, fluctuating eCPMs, difficulties balancing multiple regional markets, and the ongoing tradeoff between user experience and revenue growth.

To address these issues, zMaticoo has compiled a series of monetization case studies from leading game publishers and studios across China, Vietnam, Europe, and North America. These teams span hyper-casual, puzzle, board, card, and light-casual game categories, with DAUs ranging from millions to tens of millions. By adopting the same monetization framework, they achieved simultaneous growth in fill rate, eCPM, and ad revenue while maintaining stable user experience.

A common challenge among these teams was the shrinking monetization margin across global markets, creating an urgent need for sustainable revenue growth. At the same time, developers were cautious about over-monetization negatively impacting retention and player engagement.

To solve these challenges, zMaticoo introduced an AI-driven monetization system with full-funnel optimization capabilities. The platform connects developers directly to premium global advertiser budgets across both performance and brand advertising. AI models identify high-value traffic in real time based on region, audience, and usage scenarios, prioritizing high-eCPM demand sources. Separate bidding strategies are applied for mature and emerging markets to avoid revenue loss caused by one-size-fits-all pricing models.

The platform also provides refined ad format optimization:

  • Banner Ads: optimized display share and loading timing to improve SOV and stabilize eCPM;
  • Interstitial Ads: precisely triggered during high-value moments such as level completion or pause screens, with especially strong premiums in emerging markets;
  • Rewarded Video: deeply integrated into gameplay loops, delivering high user acceptance and conversion performance.

On the technical side, zMaticoo optimized SDK infrastructure to improve fill stability under weak network conditions. Ad loading time was reduced from five seconds to under two seconds through a rebuilt loading architecture. Progressive asset loading further minimized timeout-related drop-offs. AI-powered ad templates dynamically generated personalized creatives, improving both CTR and conversion performance.

The zMaticoo team also provides one-stop operational and analytics support. Developers can monitor fill rate, impressions, eCPM, and revenue through a unified dashboard, while dedicated optimization specialists provide 7×12 support for A/B testing, strategy iteration, and scaling guidance. The platform is deeply integrated with major mediation solutions, enabling one-time integration and multi-scenario deployment while reducing development and maintenance costs.

According to zMaticoo platform data:

  • In mature markets including the United States, Germany, Japan, and South Korea, banner eCPMs increased by 5%–10%, while interstitial premiums improved by over 5%;
  • In emerging markets such as Brazil, Mexico, and Southeast Asia, interstitial eCPMs increased by more than 10%.

The monetization framework has demonstrated effectiveness across hyper-casual, puzzle, board/card, and utility app categories, supporting both rapid scale-up and long-term monetization stability.

Partner feedback includes:

“We are highly satisfied with the revenue uplift after integration. Our core products’ banner performance now ranks among the top tier.”
“Revenue recovered significantly after A/B testing, and we are expanding testing across more products.”
“One solution now supports multiple global markets without requiring separate monetization strategies for each region.”
“Interstitial monetization performance has been especially strong, with SOV reaching 10%–20% for several partners.”

zMaticoo believes successful monetization today is not about stacking more ad platforms, but about leveraging AI, technology, and refined operations to unlock long-term traffic value. Whether for hyper-casual publishers, puzzle game studios, or global mobile app companies, this AI-powered monetization framework is designed to deliver sustainable revenue growth while preserving user experience.

Continue Reading

Business

Planful Launches Planner Assistant to Deliver Financial Forecasts Using Natural Language

Published

on

Planner Assistant generates anomaly detection and forecasting insights grounded in the customer’s own planning models and the Planful Predict engine.

  • Planner Assistant is built on the Planful Predict engine and the customer’s own financial data, which means every forecast and anomaly signal is fully explainable and can be traced back to actual financial data.
  • Planner is Planful’s second major persona-based AI Assistant, following Analyst in October 2025. Together they form a continuous loop. Analyst explains what happened; Planner predicts what comes next.
  • Planner Assistant will be featured at Perform26 On the Road with hands-on demos to unveil the Planful operating model for AI-powered finance that Planner Assistant brings to life.

Planful Inc., the pioneer of financial performance management cloud software, today announced the general availability of Planful AI Planner Assistant. This conversational interface surfaces forward-looking planning and forecasting insights. Finance leaders can ask Planner Assistant to model scenarios, detect anomalies, and generate forecasts, receiving natural-language responses and visualizations in real-time.

Planner Assistant is the second in Planful’s growing team of assistants, following the release of Analyst Assistant in October 2025. While Analyst Assistant delivers natural-language insights from historical data, Planner Assistant looks forward, powered by the Planful Predict engine and grounded in the customer’s own financial data. Together they create a continuous planning loop, empowering finance teams to understand what happened, predict what’s next, and model their best path forward.

“Our leadership team is aligned around leaning into AI, and tools like Planful’s Planner Assistant make that more practical for finance instead of theoretical,” said Avra Mouzakis, Associate Director of Enterprise Financial Performance Management at TerSera Therapeutics.

Planner Assistant is natively embedded across the Planful platform, so finance teams can prompt it directly from the workflows they already use, generating projections in seconds instead of configuring models manually, discovering cost center variances before month-end close, and turning analysis into action without switching context. The handoff from analysis to planning becomes one continuous, context-aware workflow, shifting the work of finance from data preparation to strategic decision support.

Planful AI Planner Assistant key capabilities:

  • Generate projections: Instantly explore forecasts and scenarios in natural language (“What does CAPEX look like if we increase headcount by 15% in Q3?”).
  • Detect anomalies: Surface unexpected signals in your forecasts (“Detect anomalies in my current forecast for sales and marketing expenses”).
  • Analyze variances: Compare current performance against predicted outcomes (“What’s driving the difference between our forecast and actuals for IT spend?”).

“Finance teams spend too much time explaining what happened, and this limits their focus on shaping what comes next. Planner Assistant changes that ratio. It sits inside the work finance is already doing, uses the data they already trust, and gives them an accurate, confident view of what’s likely to happen, not a black box assumption. That’s what it means to build AI that accelerates what our customers do, rather than competing with it,” said Rowan Tonkin, Chief Marketing Officer at Planful.

Planner Assistant is built on a core principle: every forecast must be explainable. Unlike generic AI tools, it doesn’t generate projections from public training data. Financial decisions require evidence and context, so every Planner Assistant output can be traced, validated, and defended.

Planner Assistant applies the same robust security posture as all Planful AI products. Customer data and prompts are never used to train models, are encrypted in transit and at rest, and are only accessible to authorized users.

“Finance teams have mastered looking backward with Analyst Assistant. Planner Assistant shows them what’s likely to happen next and what they should do about it, no additional training or context switching required,” said Sanjay Vyas, Chief Technology Officer at Planful. “This is the next step in our roadmap to deliver AI-enabled assistants that augment human effort across the full finance workflow: from analysis to prediction to planning to decision.”

Planful will showcase Planner Assistant at Perform26 On the Road, with the next stops happening in NYC (May 14) / SF (May 21), following the roadshow’s kickoff in Houston on April 21. Attendees can explore hands-on AI use cases, from natural-language forecasting to early risk detection, and Planful leaders will walk through the 2026 roadmap in the product innovation sessions.

To learn more about Planner Assistant, visit planful.com/ai.

About Planful

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at planful.com.

Continue Reading

Business

Gemeos Trading Announces Expansion of AI-Powered Forex Algorithm Licensing Platform for Retail Investors

Published

on

Gemeos Trading, a Canadian technology company that develops and licenses algorithmic trading software, today announced the continued expansion of its AI-powered copy-trading platform, which provides retail investors with access to institutional-grade forex trading algorithms verified through third-party sources including MyFXBook.

Gemeos Trading was founded by Mathew Kevin Edgar and Leslie Edgar. The company operates as a software-as-a-service technology firm that develops proprietary trading algorithms and licenses them through a copy-trading model in which clients maintain full custody of their own brokerage accounts at all times. Unlike the majority of retail forex algorithm providers, Gemeos Trading exclusively uses price-action and volume-based strategies rather than martingale or grid-based averaging systems.

“Gemeos Trading exists because the retail forex algorithm market has a fundamental problem,” said Mathew Kevin Edgar, Founder of Gemeos Trading. “About 90 percent of algorithms sold to retail traders use martingale and grid-based strategies. Those systems can work short-term, but they carry the risk of total account loss when a market moves in one direction without pulling back. We saw two competitors blow client accounts last year for exactly that reason. Gemeos Trading has never blown an account in its entire history.”

The company’s flagship product, the Quantum algorithm, is an AI-based trading system with a third-party verified track record of more than two years of live trading. According to company-reported figures, the Quantum algorithm returned 164 percent in 2025 before compounding, with 11 profitable months and one losing month of approximately 8.6 percent. The company offers 2 risk levels – with hard-stop equity thresholds at under 20 percent, 20 percent and 40 percent – allowing clients to select a risk tolerance that matches their investment objectives.

Gemeos Trading operates through a copy-trading model that replaced an earlier profit-sharing (PAM) arrangement operated through Supreme Commerce Training Inc, a consulting and education company Kevin has operated since 2019. The copy-trading structure reduces onboarding to two steps: fund a brokerage account and connect it to the Gemeos Trading copy trader.

“We moved to copy trading because it’s dramatically simpler,” said Leslie, Co-Founder of Gemeos Trading. “Clients keep custody of their own money at all times. They connect their own broker account to our system, and they can disconnect at any time. That transparency and control matters.”

Gemeos Trading maintains a live trading desk staffed by three full-time traders, including a partner with more than 20 years of institutional trading experience, who monitor algorithm operations 24 hours a day during forex market hours and intervene manually during periods of elevated drawdown.

“No matter how good an algorithm is, you need someone there to catch it if something goes wrong,” Kevin said. “A software glitch, a black swan event – there needs to be a human failsafe. That’s what our trade desk provides at Gemeos Trading.”

About Gemeos Trading

Gemeos Trading is a Canadian technology company that develops and licenses AI-powered algorithmic trading software through a copy-trading platform. The company’s algorithms use price-action and volume-based strategies with third-party verified track records on platforms including MyFXBook. Gemeos Trading is not a registered dealer, adviser or investment fund manager under Canadian securities laws and does not provide investment advice, manage client funds or accept deposits. For more information, visit www.gemeostrading.com

Continue Reading

Business

Sandmark Crypto Intelligence Report Shows Credible Insight Drives Investment Confidence

Published

on

  • 38% of finance professionals who personally hold crypto view it as a growth opportunity with strong upside potential
  • 96% of professional investors are optimistic about crypto’s future as an asset, vs just 39% of beginner investors
  • 25% of finance professionals describe crypto primarily as a high-risk asset — falling to just 1 in 10 among those who personally invest
  • 8% of respondents cite payments utility as a reason to hold crypto, yet wider merchant acceptance and regulatory integration are seen as critical drivers of future adoption
  • 42% of finance professionals cite regulatory uncertainty as their primary barrier to greater institutional involvement

Sandmark has today published the first edition of its Crypto Intelligence Report, uncovering how credible and reliable intelligence are building real conviction among finance professionals and investors.

The study captured the attitudes and behaviours of over 5,000 finance professionals and crypto investors across Australia, Brazil, India, Singapore, South Korea, UAE, UK and the US. Conducted in partnership with the global consumer audience insights platform GWI, the report fills a significant gap in existing market research by focusing specifically on the financially literate crypto investors: those working within and alongside the financial industry.

“Most crypto research focuses on retail sentiment. We wanted to understand how finance professionals – people who work with risk and capital every day – actually perceive and engage with crypto. What we found challenges a number of assumptions,” said Michelle Fotopoulou, Chief Marketing Officer at Sandmark.

Experience contextualizes risk

Just one in ten finance professionals who own crypto perceive it as high risk, compared to 25% of the wider professional finance community. Optimism and confidence rise in line with active participation, peaking among institutional investors and long-term holders. Beginners remain the least certain. The data consistently shows that hands-on experience, supported by reliable market intelligence, is what builds genuine conviction.

Regulation is recruitment

Regulatory uncertainty remains the primary barrier to broader institutional participation, alongside volatility and governance concerns. Yet across all respondent groups, crypto is viewed as a long-term strategic asset with strong upside potential, rather than a short-term trade. As regulatory clarity improves, the market’s next growth phase is widely expected to be led by institutions.

Michelle said: “Strong regulation acts as a catalyst for engagement. As jurisdictions put protections in place, activity accelerates, with greater confidence unlocking broader adoption.”

Public figures: formative but divisive

High-profile individuals continue to play an outsized role in shaping sentiment, often in conflicting ways. Among a pre-defined shortlist of public figures, Elon Musk drives the strongest positive sentiment (51%), while Donald Trump generates the most negative (38%), despite also ranking as the second most cited positive influence (17%). Among crypto holders who identify Musk as their strongest positive influence, 77% report high optimism toward crypto’s future as an asset. The study reflects how public figures are capable of simultaneously amplifying enthusiasm and undermining trust.

An evolving but maturing market

Michelle concluded, “It’s fascinating to see the evolution of sentiment in the crypto market, particularly in the case of institutions and finance professionals. While social media drives discovery, real market data is in higher demand. Investors need consistent, actionable market intelligence to understand the evolving crypto ecosystem.”

About Sandmark

Established in 2025 by a Switzerland-based entrepreneur, Sandmark operates internationally with editorial hubs in Europe, the Middle East, Asia and North America. Sandmark is led worldwide by traditional and new financial media professionals who have decades of experience covering a range of markets from banking to commodities, and FX trading to equities research.

The Sandmark Team is comprised of 20+ global employees – including journalists, researchers and data analysts – that are united in the mission to deliver clear, credible, and context-rich reporting.

Continue Reading

Business

Fi-Tek Launches AI-Powered Innovation to Disrupt Wealth and Trust Industries

Published

on

The wealth and trust industry is at an inflection point. Rising client expectations, growing regulatory complexity, and increasing operational demands are pushing banks, wealth management firms, and trust organizations to seek smarter, more efficient ways to operate. For firms that manage sensitive financial data and high-stakes client relationships, the pressure to modernize, without sacrificing security or governance, has never been greater.

Fi-Tek LLC, a leading provider of technology solutions for the wealth and trust industry, is answering that call. The company has announced the full production rollout of its artificial intelligence strategy – a purpose-built initiative designed to enhance operational efficiency, strengthen decision-making, and streamline workflows across the wealth administration lifecycle.

At the heart of this initiative is GWiz, Fi-Tek’s AI ecosystem built to extend and enhance its Global Wealth Enterprise Suite (GWES). GWiz brings intelligent, enterprise-grade AI directly into the day-to-day operations of wealth and trust professionals – enabling natural language access to institutional knowledge, AI-powered document intelligence for trust administration, and automation of complex back, middle, and front office processes.

Critically, Fi-Tek’s AI capabilities are hosted entirely within a secure AWS cloud environment, ensuring sensitive client data is never exposed to public large language models. With strict authentication protocols, IP whitelisting, and rigorous governance controls, firms can harness the power of AI while maintaining full regulatory compliance.

Fi-Tek has already identified more than 40 AI-driven use cases across the wealth administration lifecycle, with several now live in production. A dedicated internal AI team, comprising AI engineers and cloud technology specialists, continues to expand the GWiz ecosystem, with an agentic integration layer on the horizon to connect third-party tools and consolidate workflows across systems.

In the words of Suvo Chatterjee, VP Product and Technology, “Our goal is to deliver AI capabilities that empower wealth and trust professionals – not replace them. By combining industry expertise with modern AI technologies, we are helping firms operate more efficiently while continuing to deliver the high-touch service their clients rely on.”

www.Fi-Tek.com

Continue Reading

Business

Ironlight Group Raises $21 Million Series A to Expand Infrastructure for Tokenized Securities

Published

on

Financing included participation from Senior Financial Executives and Institutional Investors to Support Expansion of Digital Trading, Distribution, and Settlement Systems

Ironlight Group, Inc. (“Ironlight”), a financial technology company developing infrastructure for tokenized securities, today announced the close of its $21 million Series A financing.

The round was backed by senior Wall Street and financial services executives, including Greg Braca, former President and CEO of TD Bank, alongside institutional investors such as Sei Development Foundation and Laidlaw Private Equity.

Proceeds will be used to scale Ironlight Markets’ ATS which integrates issuance, distribution, and trading, and Ironlight Technologies which provides the platform and settlement options for tokenized securities. Ironlight Markets’ ATS is operated pursuant to SEC Regulation ATS and FINRA oversight.

“Ironlight Group was built to modernize core market systems in a way institutions can adopt,” said Rob McGrath, CEO of Ironlight Group Inc. “This financing accelerates the build-out of a marketplace that unifies core capital markets functions within the U.S. regulatory framework.”

Ironlight’s ecosystem supports tokenized securities across private equity, structured products, fixed income, private credit, and real estate. By combining traditional market structure with blockchain-native, atomic settlement, the platform enables more efficient post-trade workflows for institutions and wealth advisors.

“The question is no longer whether assets can be tokenized; it’s whether institutions can trade them safely. We believe Ironlight Group is building the missing layer of infrastructure to support institutional participation in tokenized securities markets.” said Hugh Regan, Managing Member, Investment Banking & Alternative Investments at Laidlaw Private Equity.

Following the recent appointment of Greg Braca as Executive Chairman, Ironlight Group is advancing development of its marketplace as tokenized securities gain traction across private markets and alternative assets.

About Ironlight Group

Ironlight Group Inc. is an Austin–based financial technology company developing infrastructure for global tokenized securities markets. Its subsidiary, Ironlight Markets, LLC (CRD 330576) is a registered broker-dealer and FINRA member that conducts M&A advisory, private placements, and operates an Alternative Trading System for digital and traditional securities.

Continue Reading

Business

Squarespace Balance Simplifies Business Finances to Help Entrepreneurs Unlock Growth

Published

on

Squarespace, the design-driven platform helping entrepreneurs build, grow, and run their businesses online, today announced the launch of Squarespace Balance. The new financial account is designed to help merchants manage business finances and earn rewards within the Squarespace platform.

Integrated directly with Squarespace Payments, Balance allows merchants to access funds within hours, earn cash rewards on balances held, and spend easily with a business Visa Card. By keeping earnings, spending, and cash flow management in the same place as the rest of their business, Balance simplifies financial oversight and reduces operational complexity. Designed specifically for small businesses, Balance makes the day-to-day of running a business easier, more efficient, and more cost-effective.

“Squarespace Balance rounds out our suite of financial tools by offering a native financial account that helps merchants manage their business finances and earn rewards, all in one place,” said Dan Chandre, SVP, Commercial at Squarespace. “It reflects our belief that financial services should feel like a natural extension of running a business, not another system entrepreneurs have to manage.”

Since launching Squarespace Payments in 2023, Squarespace has continued to expand its financial ecosystem to better support entrepreneurs globally. In 2025, the company introduced Squarespace Capital3 to offer fast, flexible financing to eligible merchants. Additional tools such as Pay Links extend selling flexibility by allowing merchants to create and accept payments instantly through shareable links and QR codes, while features like Tap to Pay allow users to sell in-person without additional hardware.

Squarespace Balance is available to new users in the United States at no additional cost and with no additional fees. Availability will expand to existing users in the coming months. 

About Squarespace

Squarespace is a design-driven platform that gives entrepreneurs the tools to establish a powerful online presence on their own terms. For over 20 years, we’ve helped millions across more than 200 countries and territories build, grow, and run their businesses online. Our integrated, AI-powered suite of products includes websites, domains, ecommerce, payments, marketing tools, and appointment scheduling through Acuity. Every product is built with the same belief — that how you show up online matters. For more information, visit www.squarespace.com.

Continue Reading

Business

Basware Reveals Future of Intelligent Finance

Published

on

Company unveils new Agentic AI capabilities in Invoice Lifecycle Management Platform, paving way to autonomous AP

The future of finance is intelligent, and Basware, the global leader in Invoice Lifecycle Management is delivering it today. The pioneer and leader in accounts payable unveiled new AI agents in its market-leading Invoice Lifecycle Management Platform that unleash the power of Agentic AI to transform invoice processing and make autonomous accounts payable a reality.

“The immediate future of finance involves near-perfect, touchless invoice processing,” said Jason Kurtz, CEO, Basware. “The future involves Agentic Finance, where AI entities transact on behalf of the enterprise to drive faster, smarter decisions and real business outcomes. This is the future we are creating at Basware and preparing our customers for today. We are on a journey to get our customers to 100% automated, 100% compliant, and 100% protected invoice processing.”

The Dawn of Agentic Finance

And the time has never been better. Pressure is mounting on finance to figure out how to use AI to drive efficiencies and savings across the business and deliver ROI. According to a global survey conducted by FT Longitude on behalf of Basware, 61% of 200 finance leaders across the US, UK, France and Germany polled say their organizations have rolled out AI agents largely as an experiment, simply to see what the technology could do. And one in four admit they still don’t fully understand what an AI agent looks like in practice. But the time for experimenting with AI is done. The C-Suite wants results.

With Basware, finance leaders can leverage an intelligent platform embedded with AI to drive a modern process for managing the invoice process from end-end that delivers immediate ROI and long-term efficiency and growth. And they can do it today.

From Automation to Autonomy

In November, Basware launched InvoiceAI, an advanced solution delivered on its Invoice Lifecycle Management Platform that leverages generative AI, AI agents, natural language processing and deep learning to enhance the invoicing process from ingestion to reconciliation, and introduced two new AI agents. Designed to supercharge the skills of AP teams, the agents don’t replace humans. Instead, they act as digital teammates, supporting execution of key tasks so that their human peers can focus on strategic activities:

  • AP Business Agent – Offers contextual, real-time guidance on actions and next best steps to take when handling invoices to streamline and remove friction from the process.
  • AP Data Agent – Allows users to query invoice data using natural language questions such as “Show me all invoices awaiting approval in Germany,” or “Which suppliers gave us early payment discounts this month?,” and delivers instant answers to drive optimal actions.

“When AI agents handle the repetitive questions to business users, AP teams are freed up to ask strategic questions that lead to real impact,” said Kurtz. “That’s how you move from processing transactions to driving strategy.”

Trusted by Design

It sounds great in theory, but finance teams will only delegate work to AI if they feel that they stay in control of what AI is allowed to do, that every AI action is auditable and explainable, and that there is a single, governed execution path for AI/agent actions, not lots of disconnected bots.

Recognizing this, Basware’s approach to Agentic AI is built on trust by design. “Autonomy without trust is just risk,” Kurtz said. “Our platform is uniquely designed to ensure that every AI decision is explainable, auditable, and governed through the same controls finance teams already rely on. That’s how we help our customers safely delegate more to AI while staying 100% compliant and 100% protected.”

With Basware, every AI agent action flows through a single, governed execution path within the Invoice Lifecycle Management Platform, enforced by a central policy engine and a series of autonomy gates. These gates apply each customer’s business rules, compliance requirements, and risk thresholds before any action is taken. The result is that AI can take on more of the work, while finance teams retain full visibility, control, and a complete audit trail for every autonomous decision.

And more AI innovation from Basware is on the way, with future agents that will go beyond surfacing insights and help prioritize actions, automate resolutions, and connect the dots across systems to support faster, smarter decision-making at scale. Among the agents planned for release:

  • Supplier Agent – Will support managing invoice disputes and payments queries. Agent will automatically call supplier and explain dispute, summarize call and next steps, and thereby achieve quicker resolutions.
  • AP Pro Agent – Will use generative AI to help AP clerks solve processing questions in real time through simple, natural-language queries, reducing delays and manual effort.

Billerud, which creates paper and packaging materials, was an early adopter of Basware’s InvoiceAI and is already seeing the benefits the solution can deliver.

“Since day one, we’ve perceived the desired values from the project,” commented Jesper Persson, Business Developer at Billerud. “The quality of invoices has improved considerably, and the AI continues to evolve and improve with each passing day. The efficiency gains we achieved translated directly into tangible cost savings, paving the way for a rapid return on investment within just a few months,” he said.

Crossing the AI-Delegation Chasm

Basware will continue to invest in AI innovation across its Invoice Lifecycle Management platform and deliver new capabilities that leverage the latest advancements to help its customers cross the AI delegation chasm and unlock the real value of the technology for their business. The capabilities will be rolled out throughout 2026.

“At Basware, AI is not a buzzword or a bonus feature. It is an integral part of our business, and we will continue to apply and use it intelligently, securely, and ethically to enable our customers to drive cost efficiencies, enhance operations and sharpen their competitive edge,” Kurtz said.

About Basware

Basware is how finance leaders in global enterprises can finally automate their complex, labor-intensive invoice processes and stay compliant with regulatory change. Our AP automation and invoicing platform helps you achieve a new level of efficiency – in a matter of months – while reducing errors and risks. We bring a unique combination of true automation, complete coverage, and deeper expertise to make it all just happen for our customers. That’s why the world’s most efficient AP departments at thousands of companies rely on Basware to handle over 170 million invoices per year. Basware. Now it all just happens.

Continue Reading

Business

QuickFund AI Expands Access to Structured Capital for Independent Traders

Published

on

QuickFund AI (Powered by TruTrade), a proprietary trading capital platform focused on structured trader evaluation and disciplined capital allocation, today announced the continued expansion of its funding framework designed to provide independent traders with access to structured trading capital.

As global markets experience heightened volatility and rapid directional shifts, demand for disciplined capital access models has increased. QuickFund AI’s approach centers on clearly defined risk parameters, structured evaluation standards, and systematic oversight intended to promote responsible participation in modern financial markets.

Rather than offering unrestricted capital access, QuickFund AI utilizes a rules-based evaluation process designed to assess consistency, risk management discipline, and adherence to defined trading parameters. The company states that its model prioritizes structured performance metrics and governance standards to ensure capital allocation aligns with clearly established guidelines.

“Our objective is to expand access to capital through structure, not speculation,” said a QuickFund AI spokesperson. “Independent traders often lack institutional-level infrastructure and oversight. By implementing clearly defined evaluation criteria and disciplined risk controls, we aim to create a framework that supports responsible capital deployment in volatile environments.”

QuickFund AI ‘s funding structure emphasizes transparency, clearly communicated rules, and systematic risk controls. The platform highlights capital efficiency, drawdown management, and adherence to defined trading limits, aligning trader incentives with long-term sustainability rather than short-term outcomes.

According to the company, demand for structured capital solutions continues to grow as more independent traders seek disciplined pathways to funding. QuickFund AI maintains its focus on refining evaluation systems and operational controls to promote consistency and oversight.

By focusing on discipline and clearly defined capital parameters, QuickFund AI aims to contribute to the evolving landscape of proprietary trading models designed for modern market conditions.

To learn more about QuickFund’s structured capital evaluation framework and how independent traders can apply for funding, visit www.quickfund.ai

About QuickFund AI

QuickFund AI (Powered by TruTrade) is a proprietary funding platform that empowers traders with institutional-grade capital. Through TruTrade’s AI ecosystem, QuickFund AI enables users to scale their trading capabilities, manage risk with greater precision, and access funded accounts built for consistent, professional-level results.

Continue Reading

Business

Why Capital Access Matters More Than Trading Strategy in Modern Markets

Published

on

In today’s trading environment, access to capital has become one of the most decisive factors separating consistent traders from those who remain stuck at the retail level. While trading strategy, discipline, and risk management are essential, even highly skilled traders face real limitations when operating under capital constraints. Platforms such as QuickFund AI (powered by TruTrade) reflect this shift toward more structured capital access models for qualified traders. This evolution has fundamentally changed how professional traders think about scalability, consistency, and long-term performance.

According to Danny Rebello , CEO and Co-Founder of TruTrade, many traders underestimate how deeply capital availability impacts execution quality. “Strategy matters,” Rebello explains, “but capital determines how effectively that strategy can actually be deployed. Limited capital forces traders into over-leveraging, under-diversifying, or missing high-probability opportunities altogether.”

Capital Constraints Are the Silent Performance Killer

Retail traders often place unrealistic pressure on a single trading account to perform. This creates emotional decision-making, poor risk distribution, and inconsistent results, even when the underlying strategy is sound. By contrast, professional and institutional traders rarely rely on one account, one setup, or one position size.

This is the gap QuickFund AI was built to address.

QuickFund AI enables qualified traders to access funded trading capital without requiring them to risk substantial personal funds. Rather than trying to maximize returns from a single account, traders can operate across multiple accounts, diversify execution, and normalize performance over time—similar to institutional trading models.

How Funded Capital Supports Consistent Execution

Brian Nutt , COO and Co-Founder of TruTrade, notes that capital limitations are often the hidden reason traders abandon otherwise effective systems. “When traders don’t have sufficient capital, they’re forced to trade smaller than their strategy requires or take excessive risk to compensate. Both scenarios undermine long-term consistency.”

By removing survival pressure, funded capital allows traders to:

  • Maintain predefined risk parameters
  • Manage drawdowns responsibly
  • Execute multiple strategies simultaneously
  • Stay disciplined across changing market conditions

It’s important to note that QuickFund AI is not an investment product. It does not manage funds, provide trading advice, or guarantee outcomes. Instead, it provides a capital access framework designed to support disciplined, self-directed trading.

As markets continue to evolve, the ability to operate with sufficient capital will remain a defining competitive advantage. For traders looking to transition from constrained retail execution to a more professional trading model, capital access may matter more than any single trading strategy.

About QuickFund AI

QuickFund AI (Powered by TruTrade) is a funding facilitation service for qualified traders using TruTrade-compatible software, providing access to funded trading accounts while maintaining strict compliance boundaries. For more information, visit https://quickfund.ai

Continue Reading

Trending