Tech news: Bloomberg announces new features for AI Assistant

Bloomberg announces new features for AI Assistant

Bloomberg Tax and Accounting announced a bevy of new features for its AI Assistant. It now sports an integration with Bloomberg Tax news pages and articles, enabling users to interact with news articles to extract tax-related implications or track emerging developments without disrupting their workflow. This is on top of the tax content it already draws upon, such as Bloomberg Tax Portfolios. Users also can now access the AI Assistant across the entire Bloomberg Tax platform. Beyond that, users can now access iterative conversational research, chat history storage, jurisdictional filtering, and a chart builder for cross-jurisdictional tax comparisons, which serve to enable users to answer queries, gain insights, and manage jurisdiction-specific information without interrupting workflow. The AI Assistant remains available at no additional cost to Bloomberg Tax subscribers and was developed in Bloomberg Tax's Innovation Studio, an experimental development environment that integrates user feedback to refine and optimize features.

Sage launches Tap to Pay feature

Finance and accounting platform Sage debuted Tap to Pay in Sage Accounting, a new feature, powered by Stripe, that enables small businesses and sole traders to take in-person payments using only their mobile phone, via the Sage Accounting app. Users can accept contactless cards and digital wallets; and automatically reconcile payments in Sage Accounting. They no longer need additional card readers or payment terminals; and can access secure and compliant processing, powered by Stripe. This marks the latest step in Sage's partnership with Stripe, following last year's announcement to embed payment capabilities across its small business solutions.

Sage also announced the immediate availability of Sage Intacct in the brand-new AI Agents and Tools category of AWS Marketplace. Customers can now use AWS Marketplace to discover, buy and deploy AI agentic solutions, including Sage Intacct, Sage's AI-powered financial management solution for SMBs, using their AWS accounts, accelerating agent and agentic workflow development.

UHY offers CCMP accelerator courses

Courtesy of UHY Advisors

Top 50 firm UHY launched a Certified Change Management Professional accelerator offering a new, intensive training course designed to prepare professionals for the Certified Change Management Professional exam alongside real-world change leadership skills. This 3.5-day live virtual course satisfies the full 21-hour training requirement established by the Association of Change Management Professionals and combines exam-focused instruction with applied learning experiences that reflect real organizational challenges. In addition to fulfilling CCMP exam eligibility, the course also offers continuing education credits (PDUs/CDUs) applicable to PMI, SHRM and other professional designations. Two upcoming courses are currently open for registration: Aug. 19–22, 2025, and Sept. 16–19, 2025. Each session runs live from 9:00 a.m. to 5:00 p.m. ET, with an optional practice exam on the final morning. For more information, visit the CCMP Accelerator website.

Wolters Kluwer rolls out enhancements for TeamMate+ Controls

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Wolters Kluwer launched new enhancements to TeamMate+ Controls, which is meant to help internal controls and assurance professionals. The new capacities include advanced permission settings that let team leaders customize access levels for each member; real-time activity monitoring that can be accessed by all stakeholders; and enhanced communication tools that include improved messaging and notification systems to keep everyone in the loop. These features were developed in response to reported pain points from assurance and internal controls professionals. These new features are an addition to the software's already-present ability to streamline control documentation, automate testing and monitoring, and provide real time insights.

Paylocity announces Paylocity for Finance product

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Payroll, HR and spend management solutions provider Paylocity introduced its Paylocity for Finance solution, intended to bring finance and HR teams together through a unified system grounded in the employee record. The software includes five core modules, with additional tools to support strategic planning and budgeting. They include AP Automation, which streamlines invoice processing and vendor payments in more than 200 countries with automated workflows and embedded approvals; Expense Management, which delivers a single enhanced expense solution with AI-powered, touchless expense reports that are now the standard for all new clients across Paylocity's HCM and spend management products; Corporate Cards, which enables clients to issue virtual or physical cards with built-in controls and real-time tracking, while integrating with existing Visa, Mastercard and American Express card programs, to provide centralized visibility and control across all employee spend; Guided Procurement, which centralizes purchase requests with policy-compliant workflows and visibility across departments; and Headcount Planning, which aligns finance, HR and talent acquisition with a solution to proactively plan, approve and adjust workforce needs in real time. In addition, the solution integrates with spend management solution Airbase, which means organizations can now manage both payroll and non-payroll spend in a single system grounded in the employee record and integrated with their ERP software.

Deltek rolls out AI agents for government contracting accounting

Government contracting solutions provider Deltek announced the latest version of Deltek Costpoint, its ERP for government contractors. Embedded directly into workflows, the agents can automate tasks across accounting/finance, HR, compliance and operations. The solution features a reimagined, modern interface that adapts to users' needs; an analytic that surfaces relevant KPIs and actionable insights tailored to users' roles; agentic AI tools designed not only to answer questions but to automate manual tasks like time entry, approvals and expense reports with context-awareness; automated contract record creation by extracting key terms and metadata from uploaded documents; the ability for Ask Dela, its AI bot, to be trained on organizations' unique employee documentation and training guides to ensure they are following internal guidelines and reducing errors; and built-in controls, auditability and secure orchestration that support regulatory compliance such as Teams-based approvals and vendor certification management, integrated directly into the platform.

Bizora announces new version of AI-driven tax platform

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Tax research solutions provider Bizora announced the latest version of its tax platform, which functions as an AI-driven assistant capable of answering straightforward tax queries. It combines AI with a verified database of tax law, which allows users to ask plain-language questions and receive accurate, citation-backed answers. It not only surfaces the relevant authorities but also explains them in context. In the latest version, Bizora now sports in-line annotations, one-click deep dives combined with the option to explore the full document in an indexed library; ranked relevance that surfaces the most critical sources first; step-by-step transaction plan development for both domestic and cross-border M&A; tailored structuring strategies that adapt to entity types, jurisdictions and deal sizes; and improved context precision so the AI better understands nuanced prompts. People can explore these tools via Bizora Labs, an open playground where professionals and everyday users can try out the latest beta features.

Abrigo touts real-time wire fraud detection

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Abrigo, a provider of compliance, credit risk and lending solutions, announced a real-time wire fraud detection solution to protect financial institutions and their customers. Available with the Abrigo Fraud Detection platform, the new solution is said to stop costly fraudulent wire transactions before funds are released. It features an advanced detection engine with real-time behavioral logic to identify high-risk patterns such as sender behavior or new beneficiary activity; integration with wire payment providers; self-service rules configuration that enables users to tailor or create new detection rules aligned with their policies and risk tolerance; and step-up authentication that allows analysts to text customers when a transaction is flagged, enabling them to confirm or decline instantly. The software feature is part of Abrigo's financial crime suite, which integrates fraud detection, anti-money laundering and sanctions screening.

Partnerships and integrations

Document management and automation solutions provider Trinsoft has become a Nuvei Integrated Software Vendor partner. Through this partnership, TrinDocs has integrated Nuvei payment processing technology into its TrinPay platform, providing businesses of any size access to enterprise-level payments solutions. Nuvei's modular platform powers functions including onboarding, pay-ins, payouts, reconciliation, fraud prevention and risk management. … Digital asset platform Bitwave announced a partnership with BVNK, a global provider of stablecoin-native payment infrastructure. Through this integration, Bitwave customers will gain access to BVNK's embedded stablecoin wallets to pay invoices in USD, settle in stablecoins; accept payments in stablecoins, receive fiat; simplify reconciliation and automate GAAP/IFRS reporting; and access automated workflows for tax, accounting and compliance. … Tax services solutions provider Ryan launched an integration with Concur Expense. This new solution enables organizations to optimize their meals and entertainment tax deduction calculation by leveraging IRS-approved statistical sampling, directly through their SAP Concur platform. Ryan's solution automates this process using statistical sampling in accordance with IRS Rev. Proc. 2011-42, allowing companies to extrapolate findings from a small sample to their entire M&E population. … Advisory and audit solutions provider Fieldguide announced that BDO Belgium has selected Fieldguide's end-to-end engagement platform as the foundation for the firm's next chapter of technology-driven client services. With Fieldguide's end-to-end engagement platform and AI agents, BDO Belgium will automate time-consuming tasks like document review and evidence matching. … Small business platform Xero announced a strategic partnership with financial data network Plaid to eventually triple the number of high-quality bank feeds available to customers in the United States. This partnership gives Xero's customers access to more than a thousand secure, direct connections through Plaid's network of U.S. financial institutions. Starting this year, Plaid will power an increasing portion of Xero's U.S. bank feed sources. The new Plaid bank feed options for U.S. customers will start to become available in late 2025, with a phased rollout. This will include both the introduction of new feeds and the transition of some existing connections to the enhanced service.