Tech news: Quicken touts new features

Quicken touts new features for estimates, mileage tracking, quarterly planning

bohlam - stock.adobe.com

Personal finance solutions provider Quicken has announced new features for Quicken Business & Personal, including estimates, mileage tracking and quarterly tax planning. The updates were made with self-employed people in mind, ranging from small business owners, solopreneurs and freelancers who all need to manage their professional and personal finances but don't like having to juggle multiple apps. Users can use the new Estimates tool to create, send and manage estimates with a client portal for approvals and change requests. They can also use the new mileage-tracking feature to track mileage in-app to maximize tax deductions, as well as the Quarterly Tax Planner & Reminders feature to calculate tax obligations and receive reminders of when to pay quarterly taxes. Quicken also plans to add a feature soon for sales receipts, allowing users to document and provide proof of work for non-invoice payments received at the time of service.

BillingPlatform launches AI monetization offering

Eugenia - stock.adobe.com

Billing platform BillingPlatform announced its AI Monetization offering, designed to help companies capture the dollar value of their AI-based offerings. This offering is intended to provide the flexibility, scale and automation required to support high-demand services backed by dynamic pricing models—from metered API calls and GPU consumption to tiered access and hybrid billing scenarios. Through its native mediation layer, the platform collects, transforms and rates usage data. Users can deploy new AI pricing models with low-code configuration; natively support pricing-model combinations—subscription, usage, outcome and revenue sharing—in a single customer relationship; process millions of AI usage events per hour with billing updates and direct integrations with leading AI platforms; and use built-in tax, revenue recognition (ASC 606) and regulatory compliance for more than 180 countries.

Homebase announces payroll assistant

Human capital solutions provider Homebase debuted its new AI-driven payroll assistant. The software automatically detects and resolves timecard issues such as missed breaks, late punches or missing clock-outs, prompting employees to make quick fixes before they turn into payroll errors. It also provides a summary for managers and will soon include AI-powered insights that go beyond spreadsheets to help owners understand what's driving labor costs, payroll errors and compliance risks. Payroll Assistant is currently in beta and will expand to customers on select plans in December.

CoinTracker releases Broker Tax Compliance Suite

Jack Taylor/Getty Images

Crypto tax compliance solutions provider CoinTracker announced its Broker Tax Compliance Suite. The suite is marketed as a complete crypto-native tax reporting solution made specifically for crypto brokers and exchanges under new reporting regulations, particularly the new IRC Section 6045, which requires brokers to report certain crypto transactions to the IRS in 2026 using 1099-DA forms. The technology suite automates 1099-DA reporting covering all IRS and state requirements, and will automatically fill critical gaps that end users face when filing their crypto taxes, including accurate cost-basis reporting. It also includes a consumer tax center, enabling brokers and exchanges to offer embedded tax reporting functionality to their end users. At the time of launch, CoinTracker's Broker Tax Compliance Suite has been selected by the crypto exchange Coinbase to provide crypto tax compliance infrastructure.

iDenfy rolls out AML solution

iDenfy, an identity verification and fraud detection solutions provider, released its Anti-Money Laundering solution, designed to screen individuals and businesses against various AML databases, such as global sanctions lists. It provides organizations with advanced tools to monitor individuals and entities against sanctions, Politically Exposed Persons lists, adverse media and other risk datasets in real time. Users simply enter a name, and the software produces a full risk profile. It enables both manual and automated AML checks, triggered via dashboard or API. AML checks can now be performed during onboarding processes, as well as integrate with iDenfy's other KYC and KYB systems. The new AML software also assigns PEP tier levels based on their influence and exposure. For example, Tier 1 shows heads of state and senior ministers, and Tier 3 shows local officials or lower-risk positions. These classifications help organizations apply enhanced due diligence measures only when necessary, eventually reducing operational friction. In addition, iDenfy's AML dashboard page can automatically adjust custom filters and changes based on the partner's setup. Users can check risk lists and execute search results to get information about a particular person, along with search details and overall AML check status.

ComplyAdvantage announces "Mesh" anti-financial crime solution

Fernando Gregory/fergregory - Fotolia

ComplyAdvantage, an anti-fraud solutions provider, released its new Mesh platform, which unifies customer and company screening, customer risk scoring, transaction monitoring and real-time payments analysis in one AI-driven system. For compliance teams, this means a single, consistent view of financial crime risk. The platform draws on financial crime risk data and behavioral insights in real-time from sanctions lists, politically exposed persons, relatives and close associates, adverse media and transactional activity. This data fuels a multidimensional risk framework that addresses various facets of financial crime risk, in alignment with standards set by the Financial Crimes Enforcement Network, the Financial Action Task Force, the Sixth European Union Anti-Money Laundering Directive and other global regulatory bodies. It uses an LLM-driven ingestion pipeline, which processes over 30 million documents daily, to conduct AI-based behavioral analysis and automated risk scoring. It also features a configurable, API-first suite of applications for real-time screening, transaction monitoring, and real-time payments analysis connected to a central case management system that automates reporting, audit trails and insights. Finally, Mesh has an agentic AI teammate, Cassie, which orchestrates data, intelligence and risk applications to automate detection, remediation and regulatory filing.

Partnerships, integrations and M&A

ADP has acquired Pequity, a compensation management software provider founded in 2019. This acquisition will broaden the tools ADP offers to support the complex compensation planning needs of its midsize, enterprise and multinational clients. … Arch, a platform for tracking private markets investments, announced a 1099 integration with Schwab Advisor Services that pulls mutual client data into the Arch platform. The integration expands Arch's tax capabilities beyond K-1s, providing a complete tax view for its client base of ultra-high-net-worth investors, single- and multi-family offices and registered investment advisors. … Net at Work, a business technology solutions provider, announced the acquisition of LLB Partners, which helps customers across Greater Philadelphia, New Jersey, Delaware and nationwide leverage Sage 100 ERP, Sage Intacct and Acumatica solutions to improve productivity and reduce risk. The acquisition provides LLB's 300+ clients with access to Net at Work's resources, consultants and portfolio of business technology solutions. Along with broadening Net at Work's client base, the acquisition strengthens the company's consulting, development and helpdesk teams through the addition of LLB's professionals. … Tax solutions provider Avalara announced a partnership with B2B commerce solutions provider Corcentric to produce an integrated solution to comply with global e-invoicing mandates. This joint solution offers support for e-invoicing models by country or region, including digital signatures, QR codes and real-time tax authority approvals; access to international networks like Peppol and national tax systems directly through Corcentric; cross-border compliance support that aligns with digital tax regimes worldwide; and an AP/AR invoice workflow automation that integrates with tax compliance.

Other news

Top 50 firm Schellman announced the appointment of Abhi S. Visuvasam as its new chief technology officer. In his role as CTO, Visuvasam will oversee Schellman's technology strategy, architecture and innovation roadmap, driving the continued evolution of the firm's platforms, data capabilities, AI development and integration. His focus will be on Schellman's modernization efforts, advancing automation across service delivery, and expanding the firm's technological reach. Visuvasam has previously held leadership roles at IBM, Accenture and Reltio. … Leaseweb, a cloud services and Infrastructure as a Service provider, announced Leaseweb Canada's participation as an official sponsor of SAAS NORTH 2025, taking place Nov. 5–6 at the Rogers Centre in Ottawa, Canada. During the event, themed "Future-Proof Your SaaS in the Age of AI" Leaseweb Canada will spotlight its expanding IaaS portfolio, including its recently launched Nvidia L4 GPU-accelerated cloud solution. … Engaged Capital, an investment firm specializing in enhancing the value of small- and mid-cap North American companies, issued a letter to the board of directors at financial operations automation platform BlackLine, calling on the company to capitalize on reportedly renewed acquisition interest from SAP SE and immediately launch a strategic alternatives process. While SAP had made an offer to BlackLine earlier this year, the company was not interested in a deal.