Tech news: FinQuery announces CPE Hub

February 7, 2025 10:36 AM

FinQuery announces CPE Hub; Insightsoftware debuts Jet Reports Online; InterVal upgrades business customization features; and other updates from the accounting tech world.

FinQuery announces CPE Hub

FinQuery, an accounting automation and contract management solutions provider (formerly known as LeaseQuery) launched a CPE Hub where professionals can keep up to date with new developments in order to maintain their licenses. The CPE Hub offers both on-demand and live webinars on topics such as lease accounting (ASC 842, GASB 87 and 96, IFRS 16 and FRS 102); prepaid and accrual accounting; contract management; accounting automation; financial reporting; and audit preparation. Scheduled live webcasts include a GASB 87 and 96 Audit Preparation Roundtable on Feb. 11 and an accounting automation summit on Feb. 13. The summit is a free, CPE-eligible event that will explore the latest trends and innovations in accounting automation. The FinQuery CPE Hub is available to all accounting and finance professionals free of charge. To access the hub and explore the available resources, visit FinQuery.com.

Insightsoftware announces Jet Reports Online

Corporate accounting solutions provider insightsoftware announced the launch of a new reporting solution for Microsoft Dynamics 365 Business Central users, Jet Reports Online (insightsoftware acquired Jet Global Data Technologies in 2019.) The foundation of Jet Reports Online is Reports Center, a cloud-based portal designed for management and cross-functional collaboration within Microsoft Dynamics Business Central Cloud. Finance teams can run, schedule and distribute their reports in one centralized location. Jet Reports Online is powered by the insightsoftware Platform, giving users access to AI tools like Doc Assist, Data Assist and Report Assist. The Reports Center, meanwhile, enables organizations to automate the running, scheduling and distribution of reports from anywhere with an internet connection. Finally, the integration of Jet Reports Online with Excel Online streamlines key financial reporting tasks.

InterVAL updates business customization features

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Financial management solutions provider interVAL has upgraded its Business Reports feature to allow advisors to customize and create shorter, streamlined and more specific reports for their SMB clients. The reimagined reporting feature is now available to interVal users, designed for advisors to present business insights. Users can give clients a snapshot of where they are and what can be done next; select and arrange key metrics and valuation data to match client needs; provide detailed, tailored insights on key metrics performance; start with ready-made templates; and save and share reports in a professional, client-ready format.

Partnerships and integrations

Financial operations solutions platform Decimal has partnered with accounting automation solutions provider Puzzle to form a strategic alliance to, among other things, transition hundreds of clients from KPMG's Spark Ledger to Puzzle's AI-powered ledger. … Financial insights platform MindBridge announced an official partnership with data intelligence platform Databricks. The partnership allows users to apply MindBridge's financial risk analytics to the data stored in the Databricks Data Intelligence Platform. … Foxit, a provider of PDF and e-signature products and services, and Pax8, a cloud commerce marketplace, have entered into a strategic partnership. Foxit's solutions will now be offered via the global Pax8 Marketplace. Users will now be able to access Foxit PDF Editor, Foxit PDF Editor+, eSign for Business and Foxit AI Assistant. … Expense tracking software provider Fyle announced its direct integration with QuickBooks Desktop. With this integration, businesses can automatically sync employee expense data from Fyle.

New hires and appointments

Rightworks, a cloud services provider built for accounting firms and professionals, has named Jenny Buchholz as its chief financial officer, effective Feb. 3, 2025. Reporting to CEO Joel Hughes, Buchholz will lead the finance function as the company continues to expand into new markets and deliver its OneSpace platform. In her role, Buchholz will support the company's goals and strategic initiatives with her financial experience in strategy, governance and risk management. … Spend management solutions provider Emburse announced that Jonas Hirshfield has joined as the company's CIO. Prior to this, he was CIO at remote learning solutions provider Class Technologies.

Other news

Practice management software solutions provider Qount announced a $17 million investment led by Savant Growth and backed by its investment partner, Kennet Partners. As part of the investment, Qount's new CEO, Peter Miele; Savant Growth's managing partner, Javier Rojas; and principal Olivier Verhage will join the board of directors. Also, Greg Pope, formerly SurePrep's vice president of marketing, has been named Qount CMO. … TaxGPT, which makes an AI tax co-pilot for accounting and tax firms, has raised $4.6 million in funding. The company is backed by Rebel Fund, Mangusta Capital, Y Combinator, Launch, iSeed Ventures, Converge Fund, TRAC AI/VC Unicorn Fund, Goodwater Genesis, CRV Disrupt Fund and other investors including Kulver Taggar, Jason Calacanis, and the co-founders of Truebill. TaxGPT will use the funds to help accelerate product development, support sales and marketing efforts, and continue to make engineering hires. … Revenue lifecycle management platform BillingPlatform announced that Forrester Research, a global research and advisory firm, has ranked BillingPlatform as a Leader in The Forrester Wave: Recurring Billing Solutions, Q1 2025 report (Forrester Research, Inc., February 3, 2025, Lily Varon)