User Pilot

MAY 27, 2025

In this Whatfix Mobile review, youll find answers to three questions: What does Whatfix Mobile offer? Compliance-heavy industries Sectors like finance, healthcare, insurance, and government cant afford errors in their mobile apps. reducing compliance risks and support tickets. Whatfix G2 review. moment faster.

Technical Review 92

Technical Review Mobile Software Review Systems Review 92

Stax

JANUARY 23, 2025

The merchant underwriting process helps reduce fraud (including chargeback volume), ensures compliance with regulations, and protects financial stability in the payment processing space. Key steps include application review, risk assessment, credit checks, and compliance verification.

Merchant Services 68

Merchant Services Payment Services Payment Methods Development Team Review 68

How To Buy Saas

MAY 21, 2025

In the fast-paced hiring landscape of 2025, an Applicant Tracking System (ATS) has become an essential tool for companies of all sizes and sectors. In this guide, well explore the best applicant tracking systems of 2025 , covering both cloud and on-premise options, their key features, pricing, pros/cons, and ideal use cases.

Systems Review 52

Systems Review Sales Recruiting Sales Hiring Technical Review 52

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. To identify vulnerabilities in your systems, applications, or network so you can fix them before an actual cyberattack occurs. What are Compliance Audits? What’s the Goal?

compliance 52

compliance CTO Hire Technical Review Software Review 52

Stax

DECEMBER 4, 2023

The US, therefore, requires financial institutions as well as financial services firms to have anti-money laundering (or AML) compliance programs in place. In this article, we’ll discuss everything you need to know about ensuring AML compliance as a payment facilitator (or PayFac). Let’s get started.

Merchant Services 88

Merchant Services Payment Services Payfac Technical Review 88

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. Use security questionnaires to assess a vendors security and compliance postureespecially post-selection or for existing vendors. Managing internal security is hard enough.

Systems Review 52

Systems Review compliance Scale Pricing 52

BetterCloud

DECEMBER 16, 2024

All too often, with no SaaS system of record, those licenses linger unused with only an invoice to pay while a new employee steps in and probably buys yet another new license. Four hidden risks of shadow IT For too many organizations, if there is a single SaaS system of record, its on a spreadsheet. And when those employees leave?

Artificial Intelligence 52

Artificial Intelligence compliance Systems Review Technical Review 52

Stax

AUGUST 20, 2024

And it’s all thanks to embedded finance and embedded fintech. Embedded finance isn’t entirely a new concept. Airline credit cards, payment plans for costly items, and car rental insurance are forms of embedded finance that have been around for a while. Everything is done under one platform.

Payments 88

Payments Payment Methods Merchant Services Finance 88

Stax

NOVEMBER 27, 2023

KYC’s three main components are the customer identification program (CIP), which was imposed by the USA Patriot Act in 2011; customer due diligence (CDD); and regular monitoring of the customer’s account and activities, which is also called enhanced due diligence (EDD). In the U.S.,

Merchant Services 88

Merchant Services Payment Services Systems Review Technical Review 88

Payrix

OCTOBER 1, 2024

In the latest episode of PayFAQ: The Embedded Payments Podcast, host Ian Hillis sits down with Candice Raybourn, Head of Partner Activation at Payrix and Worldpay for Platforms, to discuss the crucial topic of PCI compliance. Candice underscores the financial and reputational risks associated with non-compliance. is essential.

Payment Services 113

Payment Services Merchant Services Payments compliance 113

Blulogix

JUNE 12, 2025

By BluLogix Team From Quoting to Cash: Why Integration Is the Real Differentiator in Agile Billing—According to MGI Research If you’ve ever experienced the pain of mismatched quotes, delayed provisioning, and inaccurate invoices, you already understand one of the biggest hidden costs in modern monetization: disconnected systems.

Payments 52

Payments Payment Services Payment Solutions SaaS Payments 52

Blulogix

JUNE 13, 2025

But we also support provisioning workflows, contract management, taxation, and revenue recognition—all in one system. Final Thought: Billing Is Infrastructure Billing isn’t just a finance function anymore—it’s infrastructure. It connects product, sales, finance, operations, and customer success.

Payment Features 59

Payment Features Enterprise Traceability Scale 59

Stax

FEBRUARY 19, 2025

These partnerships are prevalent across various industries, including retail, healthcare, finance, and logistics. For example, in fintech, ISVs provide specialized payment processing solutions that integrate with point-of-sale (POS) systems, enhancing transaction security and efficiency. The Benefits of ISV Integrations 1.

Payments 88

Payments Merchant Services Payment Services Payment Solutions 88

Mucker Capital

APRIL 6, 2024

Finance 101: Why Should You Care? It's important for early stage startups to focus on finance from the very beginning. Often that means trying to do things in the least expensive way possible and that means doing finance accounting on their own. They are not wholly focused on the financials.

Payment Services 52

Payment Services Systems Review Development Team Review Technical Review 52

Subscription Flow

OCTOBER 16, 2024

It might be appealing to select a billing software quickly, without prior research, with the mind to migrate to a new system if it doesn’t work out. This is because billing system migration does not come without its own challenges and expert solutions. Does it offer automated compliance? This may cause undue anxiety.

Payment Services 59

Payment Services Payment Solutions Payment Features SaaS Payments 59

BetterCloud

JANUARY 15, 2025

One of the strengths of SaaS is its ability to integrate with third-party systems, including other SaaS apps. 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. So the stakes are high.

Payment Solutions 52

Payment Solutions Payment Services SaaS Payments Payment Methods 52

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. Leveraging finance and procurement data: Examine expense reports, credit card statements, and accounts payable records for recurring SaaS charges.

SaaS 52

SaaS Software Review Technical Review Finance 52

Neil Patel

SEPTEMBER 15, 2020

From hiring to onboarding, employee scheduling, and HR compliance, there are dozens of responsibilities being juggled. This type of HR software primarily focuses on how individuals are managed within a company in terms of systems and HR policies. HRMS stands for “human resource management system.”. HCM Software. HRMS Software.

Software Review 145

Software Review Software Systems Review compliance 145

Mucker Capital

MAY 8, 2024

Finance 101: Why Should You Care? It's important for early stage startups to focus on finance from the very beginning. Often that means trying to do things in the least expensive way possible and that means doing finance accounting on their own. They are not wholly focused on the financials.

Payment Services 52

Payment Services Finance Systems Review Development Team Review 52

FastSpring

MARCH 7, 2024

Ending poverty: Due to the COVID pandemic and conflicts, 75 million more people have fallen into severe poverty since 2020. Implementing gender-responsive financing: Conflicts and rising prices may lead 75% of countries to cut public spending by 2025, negatively impacting women and their essential services.

Systems Review 158

Systems Review compliance Finance Leadership 158

Stax

JANUARY 8, 2024

Not only must PayFacs safeguard themselves and their clients against potential threats like fraud or cybersecurity breaches but also ensure PCI compliance , customer due diligence, and adherence to card regulations. The potential impact of failed or inadequate internal systems, processes, procedures, etc.

Merchant Services 88

Merchant Services Payfac Payment Services SaaS Payments 88

Scytale

OCTOBER 21, 2024

An independent third-party auditor assesses your company’s security practices, and if you meet the requirements, you receive the stamp of approval and get a SOC 2 report confirming your compliance. This is a “practice run” where your controls will be reviewed on whether you’re ready for the formal audit. Uh-oh, now what?

Technical Review 52

Technical Review Scale compliance CTO Hire 52

FastSpring

MAY 15, 2024

The evidentiary hearing regarding Apple’s subsequent compliance began on Wednesday, May 8. Apple Executive ‘Unaware’ of Higher Overall Cost Issue A LAW360 piece from Friday, May 10 recounts that day’s proceedings as Epic lawyer Yonatan Even and Judge Gonzalez Rogers questioned Apple Finance Vice President Alex Roman.

Merchant Services 130

Merchant Services Payment Solutions Payment Services Payments 130

Andreessen Horowitz

APRIL 29, 2024

Or if you’ve raised a warehouse, you can now fund and originate loans that will be repaid by a financing partner. With the combination of diligence solutions (e.g., Next, let’s review some of the relevant concepts from negotiating your first facility that relate to funding mechanics. What happens now?

Payment Services 93

Payment Services Payment Solutions Development Team Review Outsourcing Services 93

Stax

NOVEMBER 14, 2024

Fees include (but aren’t limited to) transaction fees, interchange rates, PCI compliance, and more. Step 2: The credit card is swiped, dipped, or tapped at a POS system or a credit card reader, where the card gets recognized for charging. You also have to be mindful of the costs of credit card processing. interchange–so 2.6%

Merchant Services 88

Merchant Services Payment Services Payment Methods Payment Solutions 88

Neil Patel

SEPTEMBER 2, 2020

Some other billing and invoicing features to consider include: Automatic payment reminders Payment due dates Late fees Recurring invoices Ability to save client information Payment processing options One-click payments. 1 – FreshBooks Review — The best for freelancers and solopreneurs. Get started with QuickBooks today ! #3

Payment Solutions 145

Payment Solutions Software Review Software Payment Methods 145

BetterCloud

DECEMBER 2, 2024

BetterCloud has already notified our finance team of overlap in spend where we can consolidate those services.” – Verified G2 Review, Marcus W. Shadow IT encompasses any unapproved information technology (IT) systems and software that your company uses and manages without the knowledge or approval of the IT department.

Outsourced Development 52

Outsourced Development Technical Review SaaS Software Review 52

BetterCloud

MARCH 24, 2025

Contract negotiation and vendor management: Carefully review the contract terms, including pricing, service level agreements (SLAs), and data security provisions. Integration with existing systems: Seamless integration with existing systems, such as CRM, ERP, or HR platforms, is crucial for maximizing efficiency.

Management 52

Management Technical Review SaaS Cost optimization & reporting 52

CloudGeometry

APRIL 25, 2022

Proven best practices that help both finance & engineering teams In fact, it is entirely reasonable to ask about “Security and _” for almost any aspect of your SaaS application and platform. 3 Audit Logging and Compliance Enterprise customers view the ROI of your solution as more than a great set of features. How do you respond?

Enterprise readiness 130

Enterprise readiness Enterprise Technical Review Software Review 130

Neil Patel

JUNE 18, 2025

But, even if GPTBot isn’t malicious, it’s still one more automated system accessing your content. But it’s understandable for brands in regulated industries like finance, healthcare, or law to play it safe and block access while the legal dust settles. Right now, there’s no clear legal precedent. To Block or Not to Block GPTBot?

Artificial Intelligence 69

Artificial Intelligence AI Search ChatGPT AI 69

Stax

JANUARY 29, 2024

However, staying focused on the big picture can be challenging if your business is bogged down by repetitive payments and intricate billing procedures—both common hurdles for a billing system with inadequate functionality. Learn More What is a Billing Platform?

Stax 88

Stax Payments Payment Services Payment Features 88

How To Buy Saas

MAY 26, 2025

In a nutshell, RAG lets an AI system look up relevant knowledge from a database or documents while generating an answer, much like an open-book exam. Instead of relying only on the text it was trained on, a RAG-powered system can actively retrieve information from a defined database, document repository, or knowledge base at query time.

Artificial Intelligence 52

Artificial Intelligence AI Search AI Scale 52

FastSpring

JANUARY 9, 2023

A MoR also takes the lead on chargebacks, tax audits, legal compliance, and more. can provide payment processing, order fulfillment, financing options, and more. Since our expertise is in providing MoR services to SaaS companies, we’ll start with an in-depth review of our solution, FastSpring. Table of Contents.

Payment Methods 147

Payment Methods Payment Services Merchant Services Payment Features 147

Neil Patel

JANUARY 26, 2021

This can be difficult if your small business doesn’t have the cash or resources to put systems in place that lead to long-term organization. Although it’s important to automate your customer support system, it’s a bad idea to automate your relationships with customers. Don’t try to automate the entire process, however.

Payment Methods 144

Payment Methods Payment Solutions Payment Services Strategy 144

Scytale

OCTOBER 16, 2024

We get it – keeping up with new, ever-changing compliance requirements can be a nightmare, often resulting in a mild headache at best. Fortunately, this is where compliance audit software comes in – making all the difference when it comes to managing your security and compliance tasks efficiently.

compliance 52

compliance Software Review Software Technical Review 52

Payrix

FEBRUARY 4, 2025

Payment system An operational network governed by laws, rules, and standards that links bank accounts and provides the functionality for monetary exchange using bank deposits. Standard industrial classification (SIC) A system for classifying industries by a four-digit code; historically used by the IRS and the banking industry.

Payment Services 100

Payment Services Merchant Services Payment Solutions Payment Methods 100

Subscription Flow

OCTOBER 2, 2024

This may happen due to a variety of reasons, which we will explore shortly. These amounts pile up gradually, and cause a considerable blow to the company’s finances. Dealing with the billing operations manually can also result in the inefficient management of revenue recognition and compliance procedures.

Payments 105

Payments Payment Features Payment Services Payment Solutions 105