USIO

MARCH 28, 2025

Traditional methodslike reimbursements, petty cash, and company credit cardsoften come with challenges, from slow processing times to compliance risks and unauthorized spending. Eliminating Reimbursement Hassles Expense reimbursements can be a tedious and time-consuming process, both for employees and finance teams.

Merchant Services

Payrix

DECEMBER 18, 2024

Takeaway #2: Inflation and surcharging compliance Ella highlighted the rising importance of surcharging as a response to inflation and escalating operational costs. Ensuring compliance in surcharging practices is critical, as violations can lead to substantial fines. How do you really look at minimizing impact with change?

Payments

USIO

MAY 23, 2025

But here’s the good news: digital disbursements offer a faster, smarter, and far more secure way to manage outbound payments. Built-In Compliance and Verification Tools Whether you’re paying vendors, gig workers, or customers, identity verification matters. What Makes Digital Disbursements More Secure? No more typos.

Payment Services

USIO

FEBRUARY 14, 2025

Supporting Vendor Cash Flow Management For vendors, predictable cash flow is critical. Digital disbursements offer features like same-day or next-day payment options, allowing vendors to manage their finances more effectively.

Payment Services

SaaStr

JUNE 9, 2025

Learning #3: Security/Compliance Isn’t a Sure Thing SailPoint’s negative returns remind us that even “essential” categories like identity management can struggle if execution falters or competition intensifies. at $47-55 range, priced at $40 Current Performance : +250.4%

B2B

USIO

JUNE 19, 2025

Picture this: You’re building an awesome SaaS tool—maybe for managing booster clubs (like BoosterHub) or for streamlining medical offices (like PracticeSuite). Combine that growth with the rise of embedded finance, and you’ve got a recipe for explosive monetization. You’ve nailed scheduling, workflows, and analytics.

Payments

SaaStr

JUNE 6, 2025

Buying Committees Are Shrinking But Getting More Technical The Change : Committees down from 5-8 people to 3-4 people, but IT involvement jumped to 47% of all deals The Challenge : IT leaders are now “AI orchestrators” focused on integration and risk management The Response : Build separate pitch decks for technical buyers.

AI Search

USIO

AUGUST 1, 2025

If you’re a SaaS CFO or finance leader who decided to monetize payments, the pitch probably sounded like a no-brainer: embed payments, flip the switch, and watch a new revenue stream flow in. This is one of the most common frustrations we hear from finance leaders across the SaaS ecosystem. You signed the agreement.

Payments

SaaStr

MARCH 18, 2025

Joselyn Goldfein , Managing Director at Zeta Venture Partners, which invests in AI and data infrastructure-focused startups from inception through seed stage And see everyone at 2025 SaaStr Annual, May 13-15 in SF Bay!!

Technical Review

USIO

MAY 16, 2025

Tracking lost checks, handling reissues, managing bank detailsits a lot. That means faster payouts , happier recipients, and less follow-up from your finance team. We handle the infrastructure, compliance, and deliveryso you can focus on delivering value. But theyre not without issues. Key Benefits of Prepaid Card Issuing 1.

Payment Methods

Blulogix

JANUARY 3, 2025

By Inga Broerman Preparing for Regulatory Changes in Subscription Management The subscription economy is thriving, with businesses worldwide adopting models that offer flexibility, scalability, and recurring revenue streams. How Billing Automation Supports Compliance Billing automation is a cornerstone of regulatory readiness.

Payment Features

USIO

JUNE 6, 2025

The embedded finance market—including Payfac-as-a-Service—is projected to exceed $7 trillion in global transaction volume by 2030. That’s not a blip—it’s a massive shift in how businesses are managing money. The compliance. But your provider (like Usio) handles the compliance, risk, and infrastructure behind the scenes.

PayFac as a Service

Blulogix

MAY 13, 2025

By BluLogix Team ERP Monetization: Why Your Finance Stack Needs an Upgrade Lets get one thing straight: your ERP system is not your monetization strategy. Yes, it handles financial reporting, general ledger entries, and compliance. Its the backbone of many enterprise finance operations. You didnt manage billing in spreadsheets.

Finance

BetterCloud

DECEMBER 16, 2024

Now that security and IT teams have successfully managed BYOD, todays main source of shadow IT is SaaS. So, as a cautionary tale, its important to understand the hidden risks of shadow IT , including: Operational Security Compliance Financial Remaining unchecked, these four major risks only continue to grow and consequences amplify.

Artificial Intelligence

Payrix

FEBRUARY 4, 2025

The master merchantis the primary account holder for a payment processing system, overseeing and managing multiple subordinate accounts, often referred to as sub-merchants. The master merchant simplifies the onboarding process for sub-merchants by handling the complexities of payment integration, security requirements, and compliance.

Merchant Services

BetterCloud

JUNE 16, 2025

Remember when “software management” meant updating a few core applications and maybe tracking licenses in a spreadsheet? Compliance issues can arise when you don’t know where sensitive data resides. Ah, simpler times. You’re looking at increased costs from redundant subscriptions and hidden fees.

Management

Subscription Flow

OCTOBER 22, 2024

The SaaS businesses have to navigate through the world of tax compliance themselves. These factors make it increasingly dispiriting for SaaS businesses to manage tax compliance. SaaS businesses need to understand the ways their services are taxable to achieve compliance in multiple regions.

SaaS Payments

USIO

JUNE 24, 2025

Built for Compliance : PCI Level 1, SOC II, Nacha certified — backed by in-house regulatory teams. Their focus is on card acceptance, with some embedded financing tools. Support : Generally responsive with dedicated account management. Adequate but not tailored to ISVs building embedded finance products.

Payments

Scytale

MAY 9, 2025

Even if your own security posture is rock solid, your compliance and GRC efforts can still fall apart if your vendors dont hold up their end of the bargain. Managing internal security is hard enough. Use security questionnaires to assess a vendors security and compliance postureespecially post-selection or for existing vendors.

Systems Review

Blulogix

OCTOBER 24, 2024

By BluLogix Team Navigating Tax and Regulatory Complexities in UCaaS Billing Summary: Managing tax and regulatory compliance is a complex challenge for UCaaS providers, especially as they introduce bundled offerings, hybrid price models, and serve diverse geographies.

Payment Features

BetterCloud

JANUARY 15, 2025

Compliance violations: Lack of compliance to documented security and privacy policy as well as legal and industry standards can result in legal fees, fines, and reputational damage. Securing SaaS is a shared responsibility What happens after you choose a SaaS app and it moves onto legal and finance teams? So the stakes are high.

Payment Solutions

Stax

JANUARY 23, 2025

Whether you’re running a small eCommerce shop or managing a high-risk industry venture, understanding merchant underwriting can help you navigate the approval process and maintain a strong partnership with your payment service provider. Key steps include application review, risk assessment, credit checks, and compliance verification.

Merchant Services

Subscription Flow

OCTOBER 16, 2024

Operating a business entails a number of processes like managing products and payments, invoices, customer engagement, revenue, unpaid invoices and much more. Having data scattered across various platforms does not give you the complete picture of your finances, and may cost you some of your hard-earned revenue.

Payment Services

Payrix

FEBRUARY 4, 2025

Working on behalf of the acquiring bank, the payment processor performs multiple functions at once, from connecting merchants, customers, payment networks, and financial institutions to managing authorizations and settlements. Embedded Finance Embedded Finance refers to the integration of financial services within non-financial platforms.

Payment Services

BetterCloud

DECEMBER 2, 2024

To stay informed regarding all of your SaaS applications, it’s in your best interest to give yourself some peace of mind that your organization is utilizing a SaaS management platform to do the heavy lifting for you. Like when your sales and marketing teams are using two different, but similar project management tools right under IT’s nose.

Outsourced Development

Scytale

DECEMBER 3, 2024

When it comes to keeping your business secure and meeting regulatory requirements, two big concepts often pop up: penetration testing and compliance audits. Beyond compliance, it simply makes good business sense. What are Compliance Audits? Both are essential, but they’re not the same thing. Sounds intimidating, right?

compliance

BetterCloud

JUNE 9, 2025

Finally, the lack of visibility into SaaS usage can create security vulnerabilities through unapproved or outdated applications ( shadow IT ) and hinder compliance efforts. Laying the foundation: Gaining visibility into your SaaS ecosystem Imagine trying to manage your household budget without knowing all your income sources and expenses.

SaaS

Payrix

APRIL 17, 2025

A payment facilitator manages compliance with payment network rules and other financial regulations. This includes verifying the identities of sub-merchants through Know Your Customer (KYC) checks, ensuring PCI compliance for secure handling of payment data , and mitigating risks through fraud or chargebacks.

Payment Services

Frontegg

JULY 31, 2025

Whether you’re managing tenant-based access, custom roles and permissions, or intricate user hierarchies, we believe the identity layer shouldn’t slow you down and distract you from your core product. Managing customer identity can be messy, especially as you grow.

AWS

How To Buy Saas

MAY 26, 2025

SaaS platforms can leverage this for features like analytics explanations ( Explain this dashboard pulling yesterdays data) or compliance checks with current regulations. This is especially valuable for SaaS in fields like finance, marketing, or security where current info is non-negotiable.

Artificial Intelligence

Scytale

OCTOBER 21, 2024

SOC 2 stands for “Service Organization Control 2,” and it’s a standard that evaluates how well a company manages customer data. It’s particularly relevant for SaaS companies, cloud providers, and tech-based services that manage sensitive client data. Uh-oh, now what? For some, that’s an instant deal-breaker.

Technical Review

BetterCloud

MARCH 24, 2025

With just about every company now running on SaaS, managing software applications has evolved from simple license tracking to a complex orchestration of integrations, performance monitoring, security, and cost optimization. What is SaaS operations management? Sound familiar?

Management

Payrix

JANUARY 10, 2025

Ian Hillis welcomes David Blair, Senior Director of Product Management at Worldpay for Platforms, on PayFAQ: The Embedded Payments podcast to explore the critical roles of merchant underwriting and onboarding for software providers. When you’re tasked with ensuring the compliance and safety, there is a tension that this creates.

Merchant Services

Blulogix

JANUARY 6, 2025

To succeed, subscription-based organizations must embrace smarter, more integrated approaches to billing, management, and strategy. Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management.

Payment Features

Blulogix

DECEMBER 31, 2024

Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management. By leveraging billing software and subscription management tools , businesses can efficiently handle the complexity of usage models while keeping customer satisfaction high.

Payment Features

Blulogix

JUNE 9, 2025

Usage data is messy and inconsistent CPQ can’t simulate dynamic pricing Finance can’t recognize usage-based revenue accurately Invoices lack transparency—and customer trust suffers Ready to see how BluIQ can transform your billing process and help you achieve integrated, automated, and accurate complex monetization?

Payment Features

How To Buy Saas

MAY 29, 2025

This article goes beyond the buzz to show how AI is already driving results in SaaS, finance, retail, and operations, with lessons and case examples that any executive can learn from. The payoff is faster, more confident decisions: AI-augmented analytics have become indispensable tools in corporate strategy and finance teams.

Artificial Intelligence