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FinanceWorks
FinanceWorks is a financial management software tool that was developed by the financial technology company Digital Insight. The software was designed to help consumers and small businesses manage their finances by providing a comprehensive platform that enables users to track their spending, create budgets, monitor investments, and manage bills and other expenses. Features FinanceWorks provides users with a variety of features to help them manage their finances. These features include: # Account Aggregation: FinanceWorks allows users to aggregate all their financial accounts in one place. This includes bank accounts, credit cards, loans, and investment accounts. # Budgeting: The software provides users with a tool for creating and tracking budgets. Users can create monthly or yearly budgets for different categories, such as food, rent, utilities, and entertainment. # Spending Tracker: The software also enables users to track their spending in real-time. Users can view their spe ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Digital Insight
Digital Insight was a provider of online banking software to banks and credit unions. It also designed FinanceWorks, a product that allowed customers to manage their finances. In 2014, the company was acquired by and folded into NCR Corporation. History The company was founded in July 1995 by Paul Fiore and Daniel Jacoby. In February 1996, the company raised $1.1 million in seed money from the founders' former employer, XP Systems, and received its first client, Community Credit Union, of Plano, Texas. The company had $85,000 in revenue in its first six months. Revenue jumped to $1.5 million in 1996 and to $4.1 million in 1997, and to $8.2 million in 1998. In April 1997, the company raised $6 million from Menlo Ventures. In September 1997, the company acquired RJE Internet Services, a developer of bank websites. In March 1998, the company raised $3 million from Menlo Ventures and $5 million from HarbourVest Partners. In October 1998, John Dorman became CEO of the company. ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Financial Management
Financial management is the business function concerned with profitability, expenses, cash and credit, so that the "organization may have the means to carry out its objective as satisfactorily as possible;" the latter often defined as maximizing the value of the firm for stockholders. Financial managersFinancial Managers (FM) are specialized professionals directly reporting to senior management, often the financial director (FD); the fun ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Fintech
Fintech, a portmanteau of "financial technology", refers to firms using new technology to compete with traditional financial methods in the delivery of financial services. Artificial intelligence, blockchain, cloud computing, and big data are regarded as the "ABCD" (four key areas) of fintech. The use of smartphones for mobile banking, investing, borrowing services, and cryptocurrency are examples of technologies designed to make financial services more accessible to the general public. Fintech companies consist of both startups and established financial institutions and technology companies trying to replace or enhance the usage of financial services provided by existing financial companies. A subset of fintech companies that focus on the insurance industry are collectively known as insurtech or insuretech companies. Key areas Academics Artificial intelligence (AI), blockchain, cloud computing, and big data are considered the four key areas of FinTech. Artificial intellig ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Financial Accounting
Financial accounting is the field of accounting concerned with the summary, analysis and reporting of financial transactions related to a business. This involves the preparation of financial statements available for public use. Stockholders, suppliers, banks, employees, government agencies, business owners, and other stakeholders are examples of people interested in receiving such information for decision making purposes. Financial accountancy is governed by both local and international accounting standards. Generally Accepted Accounting Principles (GAAP) is the standard framework of guidelines for financial accounting used in any given jurisdiction. It includes the standards, conventions and rules that accountants follow in recording and summarizing and in the preparation of financial statements. On the other hand, International Financial Reporting Standards (IFRS) is a set of accounting standards stating how particular types of transactions and other events should be re ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Intuit
Intuit Inc. is an American business software company that specializes in financial software. The company is headquartered in Mountain View, California, and the CEO is Sasan Goodarzi. Intuit's products include the tax preparation application TurboTax, personal finance app Mint, the small business accounting program QuickBooks, the credit monitoring service Credit Karma, and email marketing platform Mailchimp. more than 95% of its revenues and earnings come from its activities within the United States. Intuit offers a free online service called TurboTax Free File as well as a similarly named service called TurboTax Free Edition which is not free for most users. In 2019, investigations by ProPublica found that Intuit deliberately steered taxpayers from the free TurboTax Free File to the paid TurboTax Free Edition using tactics including search engine delisting and a deceptive discount targeted to members of the military. Intuit has lobbied extensively against the IRS providin ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
California
California is a state in the Western United States, located along the Pacific Coast. With nearly 39.2million residents across a total area of approximately , it is the most populous U.S. state and the 3rd largest by area. It is also the most populated subnational entity in North America and the 34th most populous in the world. The Greater Los Angeles area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions respectively, with the former having more than 18.7million residents and the latter having over 9.6million. Sacramento is the state's capital, while Los Angeles is the most populous city in the state and the second most populous city in the country. San Francisco is the second most densely populated major city in the country. Los Angeles County is the country's most populous, while San Bernardino County is the largest county by area in the country. California borders Oregon to the north, Nevada and Arizona to the ea ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
TurboTax
TurboTax is a software package for preparation of American income tax returns, produced by Intuit. TurboTax is a market leader in its product segment, competing with H&R Block Tax Software and TaxAct. TurboTax was developed by Michael A. Chipman of Chipsoft in 1984 and was sold to Intuit in 1993. The company has been subject of controversy over its political influence and deceptive business practices. Intuit, the maker of TurboTax, has lobbied extensively against the Internal Revenue Service (IRS) creating its own online system of tax filing like those that exist in most other wealthy countries. Intuit is under investigation by multiple state attorneys general, as well as New York's Department of Financial Services. As part of an agreement with the IRS Free File program, TurboTax allowed individuals making less than $39,000 a year to use a free version of TurboTax; a 2019 ProPublica investigation revealed that TurboTax deliberately made this version hard to find, even thro ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
QuickBooks
QuickBooks is an accounting software package developed and marketed by Intuit. First introduced in 1983, QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions. History Intuit was founded in 1983 by Scott Cook and Tom Proulx in Mountain View, California, USA. After the success of its Quicken product for individual financial management, the company developed similar services for small business owners. Initial release The initial Quicken software did not function as a "double-entry" accounting package. The initial release of QuickBooks was the DOS version that was based on the Quicken codebase. The Windows and Mac versions shared a different codebase that was based on In-House Accountant, which Intuit had acquired. The software was popular among small business owners who had no formal accounting training ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Intuit Mint
Mint, also known as Intuit Mint (styled in its logo as intuit mint with dotted 't' characters in "intuit" and undotted 'i' characters) and formerly known as Mint.com, is a personal financial management website and mobile app for the US and Canada produced by Intuit, Inc. (which also produces TurboTax, QuickBooks, and Credit Karma). Mint.com was originally created by Aaron Patzer and provided account aggregation through a deal with Yodlee, but switched to using Intuit's own system for connecting to accounts after it was purchased by Intuit in 2009. It was later renamed from "Mint.com" to just "Mint". Mint's primary service allows users to track bank, credit card, investment, and loan balances and transactions through a single user interface, as well as create budgets and set financial goals. As of 2010, Mint.com claimed to connect with more than 16,000 US and Canadian financial institutions, and to support more than 17 million individual financial accounts. In 2016, Mint. ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Quicken
Quicken is a personal finance management application originally developed and offered by Intuit, Inc. Intuit sold Quicken to H.I.G. Capital in 2016, and H.I.G. sold Quicken to Aquiline Capital Partners in 2021. Quicken runs on Windows and Macintosh systems, though the data is incompatible between the two versions. Earlier versions ran on DOS and the Apple II. Versions of Quicken range from "starter" editions to more advanced offerings. Since 1998, each version has tended to have the release year in the product name (e.g., Quicken Basic 2008); before then, versions were numbered (e.g., Quicken 8 for DOS). Quicken is only available for purchase and use in Canada and the United States, and only in English. Product description The Quicken name typically refers to the core product offering of personal financial management software. The software includes financial planning activities that, historically, people may have done on paper – recording banking transactions, planning ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Account Aggregation Providers .
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Account may refer to: * Account (bookkeeping) * A report * A bank account ** Deposit account ** Personal account ** Sweep account ** Transaction account * User account, the means by which a user can access a computer system * Customer of a company, used in B2B business. See account manager or account executive Account executive is a role in sales, advertising, marketing, and finance involving intimate understanding of a client company's objectives and products and a professional capability to provide effective advice toward creation of successful promo ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
