There’s a transformative shift underway in financial services—one that’s hiding in plain sight, buried in your enterprise and client documents. For decades, documents have been viewed as a burdensome ...

In a recent LinkedIn poll by chartered financial analyst Sara Grillo, 39% of 221 respondents felt the best time for clients to bring in documents is after the first meeting with a financial advisor.

To illustrate how CPAs can put these tools to work, Forbes Finance Council members share their best strategies for using ...

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Docling uses state-of-the-art models for layout analysis and table structure recognition to transform unstructured documents into formats readily consumable by modern AI systems. The rapid ...

ABBYY is meeting the $5.3 billion market demand for purpose-built AI to deliver process optimization1 by offering two new Process AI solutions: Process AI for Consulting (PAIC) and IDP Analytics. The ...

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This is now possible with Closer, a market-leading conveyancing solution integrated directly within LEAP’s practice ...