Data extraction stories

AI agents prompt accounting firms to redesign bookkeeping and tax workflows as junior staff tasks are automated and human oversight stays central.

Doxis unifies Klippa's AI tools under one brand after acquisition, renaming key products as it ties document processing to wider automation software.

Dext adds time-tracking insight to help accountants and bookkeepers spot workload bottlenecks and client-heavy periods on its Advanced plan.

Lightspeed has unveiled an AI tool in its retail platform that scans supplier documents into draft purchase orders to cut errors and admin time.

Dext unveils AI Assist, an embedded tool that learns firm-specific judgement to automate routine bookkeeping while keeping humans in control.

OpenAI launches GPT-5.4 mini and nano, smaller AI models promising faster, cheaper coding help and near-flagship performance on key benchmarks.

Caseware secures Overall Accounting Platform of the Year at FinTech Breakthrough and a 2026 Top New Products nod for Extractly.

nCino adds Argyle-powered tool to automate document income checks in its mortgage platform, targeting lenders when data feeds fall short.

New York fintech OneVest has launched OneVest GO, an AI-powered CRM workspace to streamline communications and workflows for wealth advisors.

Josef launches an AI Rapid Ingestion Engine to turn messy business inputs into structured legal data, promising to kill the traditional intake form.

Socotra launches embedded AI assistant in its Operations Workbench, promising faster, auditable underwriting across products and regions.

Zapier's study of 10,000 workflows shows AI is shifting from one-off tools to core lead-management infrastructure for sales teams.

Addepar launches Addison AI to give wealth managers trusted, natural language portfolio intelligence embedded across its platform workflows.

Hyland launches AI tools to automate hospital records and billing workflows, aiming to cut admin workloads and speed access to patient data.

ABBYY secures 22 new AI and OCR patents, expanding its portfolio beyond 400 as document automation rivals race to protect key technologies.

Geekflare shifts from pure tech publisher to SaaS, launching Geekflare AI and Geekflare API after surpassing 100 million global readers.

Oracle has embedded free prebuilt AI agents across its Fusion apps to automate CRM and supply chain tasks from campaign design to logistics.

Litera launches a hybrid AI upgrade for its Kira contract tool, promising 90%+ accuracy and new generative features planned for 2026.

Agiloft says over half its customers now license AI tools as Screens usage surges, with AI users up 250% and app activity rising 12-fold.

Rocket Software launches ContentEdge to give organisations safer GenAI access to sensitive unstructured data across hybrid environments.