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4 results for “plain language”
Billtrust launches AR Intelligence connection for Claude and Microsoft Copilot
Billtrust has integrated its accounts receivable (AR) data platform with Microsoft Copilot and Anthropic's Claude, enabling finance teams to query live invoice-to-cash data using natural language within those AI assistants.
Jul 24, 2026
Wells Fargo debuts AI-powered teammate for financial advisers
Wells Fargo launched an AI-powered internal tool for financial advisers to query the bank's core technology platform using plain language, aiming to accelerate access to insights.
Jul 16, 2026
Wells Fargo debuts AI-powered teammate to financial advisers
Wells Fargo launched an internal AI tool for financial advisers to query the bank's core technology platform using plain language, aiming to accelerate access to insights.
Jul 16, 2026
HeirWealth switches on MCP server
HeirWealth launched an MCP server integrated into its wealth management platform to enable plain-language AI querying of consolidated client financial data by financial professionals.
Jul 10, 2026