Data extraction stories

WealthArc unveils AI Agent to turn messy custodian records into structured portfolio data for wealth managers, backed by human review.

Aqilla has unveiled an AI-enhanced invoice automation feature that combines capture and accounts payable, cutting processing time and tightening controls.

AI agents prompt accounting firms to redesign bookkeeping and tax workflows as junior staff tasks are automated and human oversight stays central.

Doxis unifies Klippa's AI tools under one brand after acquisition, renaming key products as it ties document processing to wider automation software.

Dext adds time-tracking insight to help accountants and bookkeepers spot workload bottlenecks and client-heavy periods on its Advanced plan.

Lightspeed has unveiled an AI tool in its retail platform that scans supplier documents into draft purchase orders to cut errors and admin time.

Dext unveils AI Assist, an embedded tool that learns firm-specific judgement to automate routine bookkeeping while keeping humans in control.

OpenAI launches GPT-5.4 mini and nano, smaller AI models promising faster, cheaper coding help and near-flagship performance on key benchmarks.

Caseware secures Overall Accounting Platform of the Year at FinTech Breakthrough and a 2026 Top New Products nod for Extractly.

nCino adds Argyle-powered tool to automate document income checks in its mortgage platform, targeting lenders when data feeds fall short.

New York fintech OneVest has launched OneVest GO, an AI-powered CRM workspace to streamline communications and workflows for wealth advisors.

Sage expands AccountsPrep in Sage for Accountants as firms brace for MTD for Income Tax, targeting paper-based clients at GBP £3 per month.

Socotra unveils embedded AI assistant for underwriters, promising rapid setup, governance controls and live risk insights across products.

Josef launches an AI Rapid Ingestion Engine to turn messy business inputs into structured legal data, promising to kill the traditional intake form.

Socotra launches embedded AI assistant in its Operations Workbench, promising faster, auditable underwriting across products and regions.

Zapier's study of 10,000 workflows shows AI is shifting from one-off tools to core lead-management infrastructure for sales teams.

Addepar launches Addison AI to give wealth managers trusted, natural language portfolio intelligence embedded across its platform workflows.

Hyland launches AI tools to automate hospital records and billing workflows, aiming to cut admin workloads and speed access to patient data.

ABBYY secures 22 new AI and OCR patents, expanding its portfolio beyond 400 as document automation rivals race to protect key technologies.

Betfred reports 47% accounts payable efficiency boost after trialling Proactis AI Accelerator to enhance its existing invoice capture system.