Intuit

Vena Earns Three 'Best Of' Awards From TrustRadius

Retrieved on: 
Wednesday, November 8, 2023

TORONTO, Nov. 8, 2023 /PRNewswire/ -- Vena, the Complete Planning platform loved by finance and trusted by business, today announced that it has earned 2023 TrustRadius Best Of Awards in three categories: Best Feature Set, Best Relationship and Best Value for Price. This recognition follows the company's TrustRadius Top Rated Award and Tech Cares Award, announced earlier this year.

Key Points: 
  • This recognition follows the company's TrustRadius Top Rated Award and Tech Cares Award , announced earlier this year.
  • "TrustRadius Awards mean more than other industry recognition programs because they are based on customer reviews of their experiences with Vena and our Complete Planning platform," said Tim Szego, Vice President, Customer Success at Vena.
  • "These TrustRadius Awards showcase vendors delivering top-notch customer satisfaction and the features they need to drive their business," said Hugh Cumming, Chief Technology Officer at Vena.
  • For more information on Vena Complete Planning or to request a demo, please visit www.venasolutions.com .

Origin Launches Mint Alternative: the First Personal Finance Platform that Offers Expert Guidance through AI Chat and Access to a Dedicated Certified Financial Planner

Retrieved on: 
Friday, November 3, 2023

That stress is exacerbated in the current economic environment, which presents people with once-in-a-generation financial challenges.

Key Points: 
  • That stress is exacerbated in the current economic environment, which presents people with once-in-a-generation financial challenges.
  • Access to Origin’s Certified Financial Planners™ : Origin members can purchase time with a dedicated financial planner and get an expert-built action plan for an additional fee.
  • With tremendous demand for an all-in-one, more accessible financial planning platform, Origin has grown quickly, more than doubling its revenues year over year.
  • “We believe opening up the Origin platform to all will drive a lot of growth for Origin,” said Watson.

Intuit QuickBooks Introduces Integrated E-Commerce Management for Product-Based Businesses Using QuickBooks Online

Retrieved on: 
Wednesday, November 1, 2023

“Small businesses that sell products have many sales channels to consider - ranging from multiple online platforms to in-person outlets -- and while this can lead to greater revenue opportunities, it can also lead to more headaches when it comes to order fulfillment and inventory management,” said Joe Black, Director of Product Management, Commerce, Intuit QuickBooks. “By automating key functions throughout the commerce process and seamlessly integrating commerce data into the books to streamline accounting, we are arming product-based businesses with the valuable insights they need to help succeed in this year’s holiday season and beyond.”

Key Points: 
  • Intuit Inc. (Nasdaq: INTU), the global technology platform that makes Intuit QuickBooks , TurboTax , Credit Karma , and Mailchimp , today announced the availability of several new and improved e-commerce innovations for QuickBooks Online that help small businesses effortlessly manage their inventory across sales channels from one, central platform.
  • Product-based businesses often track inventory using inefficient methods, including spreadsheets and pen and paper.
  • QuickBooks’ new e-commerce capabilities are designed to help these businesses manage orders and inventory with more confidence and less work, which is critical especially during the busy holiday season.
  • Spot opportunities for growth: By syncing commerce data to QuickBooks Online, businesses can learn how sales are trending across channels to easily identify top-performing products.

Intuit QuickBooks Survey Reveals Consumers Plan to Spend Almost Half of Holiday Budgets with Small Businesses, Representing a $125 Billion Opportunity

Retrieved on: 
Wednesday, November 1, 2023

According to the findings, the majority of consumers are in the giving spirit this year, as 94% of respondents plan to buy gifts this holiday season.

Key Points: 
  • According to the findings, the majority of consumers are in the giving spirit this year, as 94% of respondents plan to buy gifts this holiday season.
  • For many consumers, shopping small will be a priority as they expect to spend roughly $485 at small businesses this season compared to $342 last year.
  • **
    Offer holiday discounts to optimize sales: When possible, small businesses should look to offer special holiday discounts.
  • QuickBooks has created a special holiday hub to help small business owners with the tools and resources they need to thrive and grow.

Bookkeep Names Accounting Veteran Alison Ball as Vice President of Marketing and Communications

Retrieved on: 
Monday, November 6, 2023

BROOKLYN, N.Y., Nov. 6, 2023 /PRNewswire-PRWeb/ -- Bookkeep, the leading accounting automation platform for ecommerce and retail, today announced the hiring of Alison Ball as Vice President of Marketing and Communications.

Key Points: 
  • BROOKLYN, N.Y., Nov. 6, 2023 /PRNewswire-PRWeb/ -- Bookkeep, the leading accounting automation platform for ecommerce and retail, today announced the hiring of Alison Ball as Vice President of Marketing and Communications.
  • In her role, Ball will direct Bookkeep's marketing and communication strategy.
  • As a software firm started by and for accountants and bookkeepers, the team Jason built just gets it – Bookkeep earns its name every day," said Ball.
  • Ball has vast experience strategizing, defining and leading influencer and ambassador programs to help accounting professionals grow their practices and more effectively serve clients.

LINK introduces Onboarding-as-a-Service and adds new integrations

Retrieved on: 
Tuesday, October 31, 2023

Speaking about this industry-first solution, Sriram Subramanian, Founder and CEO of LINK, remarked, "Today, businesses owners are juggling multiple software applications.

Key Points: 
  • Speaking about this industry-first solution, Sriram Subramanian, Founder and CEO of LINK, remarked, "Today, businesses owners are juggling multiple software applications.
  • Since our inception, LINK has always offered data migration and onboarding, and it was a natural progression for us to expand our offering to include Onboarding-as-a-Service."
  • Demonstrating its commitment to simplifying tech for small businesses, LINK has also incorporated 15 new integrations to its product.
  • With an ambitious roadmap that includes the rollout of 30 more retail and restaurant centric integrations through Q1 2024, LINK is set to redefine integration standards.

Achieve invests in top talent with appointment of Chief Operating Officer and Chief Security Officer

Retrieved on: 
Monday, October 30, 2023

SAN MATEO, Calif., Oct. 30, 2023 /PRNewswire/ -- Achieve, the leader in digital personal finance, announced the appointment of two strategic leaders to the growing business, Todd Stanley as Chief Operating Officer, Debt Resolution and Jean Shapiro as Chief Security Officer.

Key Points: 
  • SAN MATEO, Calif., Oct. 30, 2023 /PRNewswire/ -- Achieve , the leader in digital personal finance, announced the appointment of two strategic leaders to the growing business, Todd Stanley as Chief Operating Officer, Debt Resolution and Jean Shapiro as Chief Security Officer.
  • He brings over 25 years of experience leading both product teams and service organizations at Intuit's TurboTax and QuickBooks divisions.
  • In addition to Stanley, Jean Shapiro has been appointed Chief Security Officer.
  • She will lead the Company's Information Security team and is responsible for both cyber and physical security across the organization.

Intuit to Announce First-Quarter Fiscal Year 2024 Results on Nov. 28

Retrieved on: 
Thursday, October 26, 2023

Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes TurboTax , Credit Karma , QuickBooks , and Mailchimp , will announce its first-quarter financial results for fiscal year 2024 on November 28, following the close of market.

Key Points: 
  • Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes TurboTax , Credit Karma , QuickBooks , and Mailchimp , will announce its first-quarter financial results for fiscal year 2024 on November 28, following the close of market.
  • Intuit executives will discuss the financial results on a conference call at 1:30 p.m. Pacific time on November 28.
  • A replay of the conference call will be available for one week by calling 800-938-2298 or 402-220-1124 from international locations.
  • The audio call will remain available on Intuit’s website for one week after the conference call.

Lara Balazs Joins Frontdoor Board of Directors

Retrieved on: 
Wednesday, October 25, 2023

Frontdoor, Inc. (NASDAQ: FTDR), the nation’s leading provider of home service plans, today announced that its board unanimously approved the election of Lara Balazs as a director and appointed her as a member of the Nominating and Corporate Governance Committee, effective yesterday, October 24.

Key Points: 
  • Frontdoor, Inc. (NASDAQ: FTDR), the nation’s leading provider of home service plans, today announced that its board unanimously approved the election of Lara Balazs as a director and appointed her as a member of the Nominating and Corporate Governance Committee, effective yesterday, October 24.
  • “Lara has a deep understanding of consumers, digitally-focused businesses, and strategy that will make her a tremendous asset to our board,” said Bill Cobb, Frontdoor’s Chairman and Chief Executive Officer.
  • “I am thrilled to join the Frontdoor board,” Balazs said.
  • In addition to her, the Frontdoor board consists of the following directors:

BILL Extends New Purchase Order Capabilities for Small and Midsize Businesses and Accountants to Enhance Control Over Financial Workflows

Retrieved on: 
Wednesday, October 25, 2023

BILL (NYSE: BILL), a leading financial operations platform for small and midsize businesses (SMBs), today announced automation technology to help SMBs and accounting firms get better control and visibility of their accounts payable (AP) workflows.

Key Points: 
  • BILL (NYSE: BILL), a leading financial operations platform for small and midsize businesses (SMBs), today announced automation technology to help SMBs and accounting firms get better control and visibility of their accounts payable (AP) workflows.
  • “Small businesses and accountants move fast and want to focus on growing and managing their businesses.
  • To do this, they need tools that can increase efficiency, and give them confidence in their financial operations,” said Irana Wasti, Chief Product Officer of BILL.
  • “As a champion of SMBs, BILL is passionate about utilizing innovative technology such as automation and AI to help small businesses thrive.