Tech News: InterVal announces new dashboard, redesigns "opportunities" feature

Tech News: InterVal announces update

Published September 6, 2024 10:25 AM

Updated September 11, 2024 10:14 AM

1 Min Read

InterVal announces new dashboard, redesigns "opportunities" feature; Certinia Customer Success (CS) Cloud now generally available; Zamp launches tax solution "Z"; and Paystand expands into Canada.

InterVal announces new dashboard, redesigns "opportunities" feature

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Accounting and business insights software provider interVal launched its advisor landing page, the Latest Updates Dashboard and a refreshed Opportunities feature. The Latest Update Dashboard is a brand-new advisor landing page that provides direct links that lead to Opportunities, Adding or Inviting a Business, Help Center, and interVal's Insights Blog. The dashboard also highlights the latest analyses, giving advisors immediate visibility into new opportunities and a comprehensive overview — all from the front page. In addition to the Latest Update Dashboard, interVal has introduced a redesigned look for the Opportunities feature. This redesign places Opportunities for each business under a dedicated Opportunities tab, making it easier for users to track and manage them. Opportunities will now be automatically flagged when action is recommended, and can be marked completed when the opportunity has been acted upon, creating a convenient checklist for users. The update is now available to all interVal advisor users. For more informtation, visit www.inter-val.ai.

Certinia Customer Success (CS) Cloud now generally available

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Financial and business automation platform Certinia (formerly FinancialForce) announced the general availability of Certinia Customer Success (CS) Cloud. Users will be able to access a dashboard with embedded analytics to track playbook usage and effectiveness as well as a focused view of key account information, including a calendar and task grid to manage critical dates and deliverables, plus tailored account views to offer insights into opportunities and cases. They will also be able to create and manage success plans aligned with customer business needs using customizable templates or automated flows that let customer success managers track progress, record notes and monitor account history. Further, the solution offers a dedicated user interface for managing playbook tasks and includes a best practice catalog, the ability to assign resources to playbook tasks, designate owners for success plans, request specialists via the PS Cloud Connector and enable the reuse of resource configurations across multiple playbooks. Customers can be assigned playbook tasks and work alongside the team to achieve shared goals. CS Cloud also automates the creation of playbooks and tasks based on triggered events.

Zamp launches tax solution "Z-Tax"

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Zamp, an end-to-end managed sales tax solution, launched a "white-label" product called Z-Tax, enabling accounting partners to integrate a sales tax compliance solution into their own offerings. The platform manages clients' entire sales tax life cycle, handling account setup and updates, nexus monitoring, registrations, product taxability mapping, calculation, reporting, filing and handling tax notices. It can also determine precise sales tax rates based on the exact physical location of a transaction, down to the rooftop, with the company boasting a near 100% accuracy rate. Changes to sales tax rates, jurisdiction boundaries, product taxability, filing requirements and more are reflected immediately. It also automates the filing, registration and compliance processes. Zamp says it works with all online sellers, whether a client is selling consumer products, health care supplements, digital services, SaaS, etc. The solution has a deep library of product tax codes in the U.S. The launch comes at the same time as the conclusion of a $10 million Series A round led by Valor Equity Partners, with participation from Zeni, Andersen Executive and Silvia Aguierre (formerly of Avalara). Zamp's investors include tennis champ Venus Williams, Day One Ventures, Mike Stoppelman (former SVP of engineering at Yelp), Adrian Fenty (a16z advisor and former Mayor of Washington, D.C.), and more. Only a year after launch, Zamp says it has grown its ARR 600% to mid-seven figures in revenue, supporting hundreds of e-commerce and SaaS businesses. The company also has onboarded over 50 accounting and bookkeeping partners.

Paystand expands into Canada

B2B payments company Paystand announced its network is expanding into Canada. While Paystand first introduced limited service in Canada in 2018, Canadian payers will now be able to access all the benefits of the Paystand Platform and its zero-fee B2B payment network. Recent acquisitions of Teampay and Yaydoo have enabled Paystand to better connect buyers and suppliers at scale. With Mexico-based Yaydoo, Paystand has been modernizing payments for businesses in that country. Now, with the Canadian expansion, Paystand is continuing its North American growth.