XU Biweekly - Issue 109 - 12th July 2025

Page 1


Ignition and Karbon launch new integration to unify billing and workflow automation

IGNITION, A RECURRING REVENUE AND BILLING AUTOMATION PLATFORM FOR FIRMS AND AGENCIES, TODAY LAUNCHED ITS ENHANCED INTEGRATION WITH KARBON, THE PRACTICE INTELLIGENCE PLATFORM, BRINGING TOGETHER BEST-IN-CLASS SOLUTIONS TO HELP ACCOUNTING FIRMS STREAMLINE HOW THEY ENGAGE AND ONBOARD CLIENTS, AND GET PAID.

Re-built on Karbon’s latest API, the new integration automates the entire client lifecycle, creating a seamless hand-off from signed agreement to payment to work delivery.

“Firms are bogged down negotiating agreements, chasing signatures and payments, then manually onboarding clients before real work begins,” said Greg Strickland, CEO of Ignition. “By using Ignition as a best of breed solution to automate recurring revenue and billing, together with Karbon to handle practice workflows, small to large firms can remove that friction. They can start work sooner and get paid faster, at scale.”

Instead of manually setting up work, Ignition automatically syncs clients and creates work items in Karbon as soon as a proposal is

signed. This reduces client onboarding time and eliminates double handling as client set-up and work assignment is fully automated. A two-way continuous data sync keeps records up to date and reduces onboarding errors.

“With Ignition automating proposal-to-payment and Karbon orchestrating the work, scaling firms can streamline their entire client onboarding process,” said Ian Vacin Chief Partnerships Officer, Karbon.

Find out more

GoCardless taps Ian Boyd to power expansion in Australia and New Zealand

GOCARDLESS, THE BANK PAYMENT COMPANY, HAS NAMED IAN BOYD GENERAL MANAGER FOR AUSTRALIA AND NEW ZEALAND (ANZ) AS IT SEEKS TO EXPAND ITS FOOTPRINT IN THE REGION. IAN JOINS FROM XERO, THE GLOBAL SMALL BUSINESS PLATFORM, WHERE HE SERVED AS GENERAL MANAGER OF PARTNERSHIPS.

In his new role at GoCar-

dless, he will be responsible for driving the company’s continued growth across the market, with a strong focus on strengthening strategic partnerships, accelerating revenue growth, and developing the company’s PayTo offering.

Ian brings over two decades of experience in financial services and technology, specialising in partnerships, sales leadership and product development. With a

career spanning both highgrowth SaaS environments and traditional financial service companies, including almost a decade at VISA and stints at Barclaycard and ANZ Bank, he is well-suited to lead the GoCardless team as they look to surpass the 31% revenue growth posted in ANZ during the last fiscal year.

Keep reading

Grow revenue, not admin with Ignition.

Dext and Airwallex partner to bring Dext Payments

DEXT, THE LEADING PROVIDER OF BOOKKEEPING AUTOMATION AND PART OF THE IRIS SOFTWARE GROUP, TODAY ANNOUNCED A STRATEGIC PARTNERSHIP WITH AIRWALLEX, A LEADING GLOBAL PAYMENTS AND FINANCIAL SERVICES PLATFORM. THIS COLLABORATION ENABLES THE LAUNCH OF DEXT PAYMENTS LATER THIS YEAR - A SEAMLESSLY INTEGRATED PAYMENTS SOLUTION WITHIN THE DEXT PLATFORM, COMPLETING THE ACCOUNTS PAYABLE WORKFLOW IN DEXT AND OFFERING FULL AUTOMATION FROM INVOICE UPLOAD THROUGH TO PAYMENT.

The partnership between Dext and Airwallex brings together two fintech leaders with a shared vision: to modernise financial workflows for SMBs and their accounting and bookkeeping partners. By integrating Airwallex’s world-class payments infrastructure into Dext’s intelligent automation platform, Dext Payments will deliver a single, seamless solution for managing supplier and expenses payments, payroll and an easier way to get paid directly from an invoice. The solution also introduces enhanced security by verifying suppliers and payment

details using data held by Dext, giving users greater confidence that suppliers are paid correctly and effortlessly.

Today’s SMBs face increasingly complex operations. In the UK alone, nearly half of small business invoices are paid late, waiting an average of 46 days to get paid and losing valuable time chasing overdue payments. Recognising the impact on cash flow and business viability, the UK Government has reinforced its Fair Payment Code, urging prompt payment practices across supply chains.

Dext Payments will solve these challenges head-on by delivering a secure, centralised payments layer directly within the Dext platform. It gives businesses and their advisors clarity, control and confidence over how money moves, whether paying suppliers or getting paid faster by customers.

Commenting on the partnership, Sabby Gill, CEO of Dext, said “Airwallex stood out as the ideal partner to power Dext Payments. Its global presence allows us to support customers in every region we operate in, and Airwallex’s secure, developer-friendly platform integrates seamlessly with

the Dext platform. With competitive FX rates, multi-currency wallets, and a strong focus on compliance, Airwallex gives us the confidence to bring this product to market at scale.

“With our focus on making bookkeeping effortless, Dext Payments makes complete sense. It brings everything into one place, eliminating friction and giving our customers clarity, control and confidence over how they pay and get paid.”

This partnership enables Dext to launch a payment solution which combines automation, security, and control, powered by Airwallex’s single, integrated embedded finance platform.

For accountants and bookkeepers, Dext Payments will allow them to expand their offering by providing payment services to clients. With direct access to client wallet balances within Dext, payments will be quickly reviewed, approved and processed. The platform will also streamline reconciliation through automation and incorporates built-in fraud detection, reducing manual effort while improving security and accuracy.

Find out more

Former Xero and Visa exec to accelerate partnerships, revenue growth and PayTo development
By combining Ignition for proposal-to-payment automation with Karbon for workflow delivery, accounting firms can scale faster and boost efficiency and cash flow
Strategic partnership enables seamless, secure and scalable finance automation with Dext Payments rolling out in Q3 2025

Spendesk becomes first profitable spend management platform, redefining finance with AI Chaser connects with Sage Intacct to reduce credit risk

SPENDESK, THE AI-POWERED SPEND MANAGEMENT AND PROCUREMENT PLATFORM, TODAY ANNOUNCES A MAJOR MILESTONE: IT HAS ACHIEVED PROFITABILITY, MARKING ONE FULL QUARTER IN THE BLACK. THIS ACHIEVEMENT MAKES SPENDESK THE FIRST EUROPEAN SPEND MANAGEMENT AND PROCUREMENT PLATFORM TO REACH PROFITABILITY, A BOLD STEP FORWARD IN THE INDUSTRY’S EVOLUTION.

Since its €2 million seed

XU BIWEEKLY - No. 109

Newsdesk:

If you have any news or updates that you would like us to consider for inclusion in the next edition of the XU Biweekly, please email us at: newsdesk@xumagazine.com

CEO: David Hassall

Managing Editor: Wesley Cornell

Chief Revenue Officer: Alex Newson

Account & Partnership Assistant: Robyn Consterdine

Creative Assistant: Victoria Young

Advertising: advertising@xumagazine.com

www.xumagazine.com

‘Xero’ is a trademark of Xero Limited (New Zealand). XU Biweekly and XU Magazine is collaboratively produced by an independent group of Xero users and is not affiliated in any way with Xero. All other trademarks are the property of their respective owners.

© XU Magazine Ltd 2014-2025. All rights reserved. No part of this publication may be used or reproduced without the written permission of the publisher.

XU Biweekly is published by XU Magazine Ltd (08811842), registered in England and Wales. Registered office: Office 1, Brunswick House, Brunswick Way, Liverpool, L3 4BN, United Kingdom. All information contained in this publication is for information only and is, as far as we are aware, correct at the time of going to press. XU Magazine Ltd cannot accept any responsibility for errors or inaccuracies in such information.

If you submit unsolicited material to us, you automatically grant XU Magazine Ltd a licence to publish your submission in whole or in part in all/any editions, including in any physical or digital format, throughout the world. Any material you submit is sent at your risk and, although every care is taken, neither XU Magazine Ltd nor its employees, agents or subcontractors shall be liable for loss or damage. The views expressed in this publication are not necessarily the views of XU Magazine Ltd, its editors or its contributors.

round in 2017, Spendesk has rapidly evolved from a disruptive startup to a profitable market leader. The company surpassed €1 billion in spend under management by 2021, then secured a €100 million Series C+ round in 2022 to reach unicorn status and €10 billion managed on the platform. Following the launch of Spendesk Financial Services, its regulated payment institution, and a strategic procurement acquisition, Spendesk doubled spend under management to €20 billion in 2024. Spendesk now processes tens of billions in purchases

annually across more than 200,000 business users.

The company’s successful drive to profitability fulfills its publicly stated objective for 2025, ahead of schedule, while maintaining double-digit growth.

“Spendesk has proven that it’s possible to lead the spend management category while balancing growth with profitability,” said Axel Demazy, CEO of Spendesk.

Keep reading

and the manual work in AR

CHASER, THE GLOBAL LEADER IN DEBTOR MANAGEMENT SOFTWARE, NOW CONNECTS WITH SAGE INTACCT, GIVING FINANCE TEAMS THE TOOLS TO MANAGE RECEIVABLES MORE PROACTIVELY AND REDUCE LATE PAYMENTS WITH LESS MANUAL EFFORT.

With rising economic uncertainty, controlling credit risk and cash flow has never been more important. A recent study found that 48%

Float unveils new vision of 'Cash
Flow Intelligence' - a smarter approach to financial forecasting in an AI-driven future

EDINBURGH-BASED FINTECH FLOAT IS DEFINING A NEW CATEGORY CALLED 'CASH FLOW INTELLIGENCE' - AN APPROACH TO FINANCIAL FORECASTING THAT COMBINES REAL-TIME DATA INTEGRATION, AUTOMATED CALCULATIONS, AND PREDICTIVE INSIGHTS TO REPLACE MANUAL SPREADSHEET-BASED WORKFLOWS.

The company has released a range of new platform updates that embody this Cash Flow Intelligence methodology, putting real-time financial forecasting at finance leaders' fingertips.

Despite the technological

leaps of the past five years, particularly in the field of AI, finance teams are still predominantly working in spreadsheets which aren’t connected to live data sources.

The result is a growing divide between, on the one hand, future-ready leaders who have the real-time visibility they need for proactive adaptation, and those being held back by time-intensive manual workflows and static, siloed, often incomplete and inaccurate data.

'Our customers keep telling us "trust in numbers" should be our north star,' says Float CEO and co-founder Colin Hewitt.

'Cash Flow Intelligence gives finance teams unprecedented visibility into their organisation's cash flow, up to 13 weeks in advance.'

The growing chasm between future-ready finance leaders and those being left behind

New research shows reliance on spreadsheets is having dramatic impacts on business competitiveness.

Finance teams spend 65% of their time on data collection rather than strategic analysis, with 63% unable to forecast beyond six months.

of businesses have seen an increase in late payments over the past year (Atradius), while GoCardless reports that 61% of SMEs say late payments are holding them back from growth.

By connecting their Sage Intacct accounts to Chaser, businesses gain real-time access to credit risk insights, predictive analytics, and intelligent automation tools across the entire receivables lifecycle, from assessing customer risk to following up on payments through their pre-

SPOTTED

ferred channels.

“Finance teams need more than just automation. They need actionable insight into who they’re doing business with,” said Sonia Dorais, CEO at Chaser. This integration gives Sage Intacct users the tools to manage risk and receivables more intelligently, freeing up time, protecting revenue, and supporting sustainable growth.”

Find out more

ON SOCIAL

Xero invoice email formatting update

REAT NEWS: XERO IS LAUNCHING AN UPDATE SO THAT ALL INVOICE EMAILS SENT BY XERO HAVE VISUALLY CONSISTENT FORMATTING IN THE EMAIL TEXT, REGARDLESS OF WHO SENDS THEM. THIS WILL ENSURE A CONSISTENT INVOICE EMAIL EXPERIENCE WHEN THAT INVOICE IS TRIGGERED BY AN APP PARTNER.

What has changed?

In some cases, there have been inconsistencies in how formatting was displayed in invoice emails sent via app partners. With this new update, all formatting tags like bold and italics will dis-

play correctly for all invoice emails. This means that invoice emails will maintain a visually consistent appearance, whether they’re initiated by a customer in Xero or through an app partner.

Why does this matter?

This update ensures a more polished look for invoices, which we know is valuable to our app partners. Consistent branding and presentation could help build trust, increase readability, and lead to better payment conversions for invoices.

Find out more

Your All-New Reporting Experience Is Here

SAY GOODBYE TO PIECING TOGETHER REPORTS FROM MULTIPLE SOURCES. WE’VE REBUILT REPORT PACKS TO HELP YOU CREATE STUNNING, COMPREHENSIVE REPORTS WITH EASE.

Transform Your Financial Reports with Joiin’s AllNew Report Packs

Say goodbye to piecing together reports from multiple sources. We’ve rebuilt Report Packs to help you create stunning, comprehensive reports with ease.

Whether it’s board packs, monthly management reports, or client updates, Re-

port Packs transform your data into clear, professional documents. Present live, download as PDF or Excel, and schedule to suit any reporting cycle.

We’ve reimagined every aspect. From layout and branding to automation and AI insights, so you can deliver financial narratives that inform, impress, and drive real decisions.

What’s New

• All-in-One Reporting: Combine charts, reports, and commentary in one cohesive document, no more jumping between tools or reformatting data.

BGL integrates with LENSELL’s Diversiview

BGL CORPORATE SOLUTIONS (BGL), AUSTRALIA'S LEADING PROVIDER OF COMPANY COMPLIANCE, SELF-MANAGED SUPERANNUATION FUND (SMSF), INVESTMENT MANAGEMENT, IDENTITY VERIFICATION AND AI-POWERED PAPER-TO-DATA SOFTWARE SOLUTIONS, IS PROUD TO ANNOUNCE ITS PARTNERSHIP WITH LENSELL TO DELIVER DIVERSIVIEW TO BGL CLIENTS.

The new integration connects entity data from BGL’s Simple Fund 360 and Simple Invest 360 directly to Diversiview by LENSELL — a powerful portfolio analysis and optimisation software.

“We’re thrilled to welcome LENSELL to the BGL Ecosystem,” said Daniel Tra-

• Fully Custom Layouts:

Use sections, rows, and multi-column layouts to build structured reports that fit your audience perfectly.

• Built-In AI Insights: Summarise performance, identify trends, and generate recommendations with instant AI-powered analysis that adds real value.

• Automated Scheduling: Keep everyone informed automatically. Set up recurring deliveries (weekly, monthly, or custom), choose your format, and let Joiin handle the rest.

Find out more

Product News for Accountants: Updates, upgrades and changes in Practice Compliance

WHEN YOU’RE RUNNING A BUSY ACCOUNTING PRACTICE, LITTLE EFFICIENCIES ADD UP. CHANGE THE WAY YOU SAVE DOCUMENTS, MAP ACCOUNTS, OR CHECK DUE DATES, AND YOU COULD SAVE SERIOUS TIME IN YOUR DAY. THAT MEANS MORE TIME FOR EMPLOYEE DEVELOPMENT AND CLIENT ENGAGEMENT.

The latest updates to MYOB Practice Compliance are all about enhancing productivity, accuracy and ease of use — and they could make a real difference in your day-to-day work.

Integration Spotlight:

Best-in-Class Digital Signing Experience for Accountants and Clients through Kloud Connect and FuseSign

Kmontana, BGL’s CEO. “This integration gives our clients access to advanced tools that provide deep insights into portfolio performance and diversification, helping them make more informed and effective investment decisions.”

Diversiview helps uncover valuable insights into a portfolio's expected performance and granular diversification, supporting smarter asset allocation for an entity's investment portfolios.

The software supports all mutual funds in India and all securities listed on stock exchanges in:

• Australia • Hong Kong • India

LOUD CONNECT, THE LEADING PRACTICE MANAGEMENT PLATFORM, INTEGRATES WITH FUSESIGN, THE INTUITIVE, ACCOUNTANT-FIRST DIGITAL SIGNING SOLUTION FROM FUSEWORKS, TO IMPROVE THE DIGITAL SIGNING EXPERIENCE FOR ACCOUNTANTS AND CLIENTS.

The integration enables firms to send, sign, and file documents within the Kloud Connect platform, eliminating friction, improving accuracy, and enhancing both internal workflows and client experience.

Built for Accountants. Backed by Smart Tech.

The Kloud Connect and FuseSign integration brings critical efficiencies to accounting teams, with a focus on compliance, accuracy, and time management.

From engagement letters to tax returns and group financials, documents can now be pulled directly from Kloud Connect, bundled in FuseSign, and sent to multiple recipients with role-spe-

AI-powered mapping, new financial statement templates in Client Accounting, enhanced support options and compliance updates in the Tax module. Here’s a look at key changes rolling out this quarter:

Expanded functions and AI automation in Client Accounting

No more manual mapping

cific actions (sign, view, or no access). Once completed, signed documents are automatically returned to the client’s folder in Kloud Connect, maintaining a clean audit trail and eliminating the need for manual uploads or disjointed storage systems.

The integration maintains high standards for security, including compliance with ISO 27001 standards and GDPR, AES-256 encryption and built-in two-factor authentication.

Firms retain complete branding control, ensuring that emails and signing pages reflect the firm’s identity, not a third-party tool.

Why It Matters to Accountants

• One-click document handling: No more downloading, uploading, or switching between tools.

• Smart recipient controls: Easily handle family groups and multi-entity signing needs.

If you’re an accountant, you’ll know that account mapping is a time-consuming and fiddly job. For every chart of accounts, you might spend one or two hours manually scrolling through transactions and linking them to the right accounts.

Automated AI account mapping is changing all that.

Client Accounting launched earlier this year, initially with workpapers and statements for Company structures only. Since then, we’ve added reporting for Trusts, Partnerships and Sole Traders, making it suitable for all major entity categories. Even more exciting: our first AI feature is now live, with more capabilities to come for the product.

Expensify Expands Global Support For Company Cards,

The financial superapp now supports corporate cards from thousands more banks worldwide, alongside a handful of other major international upgrades.

EXPENSIFY, INC. (NASDAQ: EXFY), THE FINANCIAL MANAGEMENT SUPERAPP FOR EXPENSES, TRAVEL, AND CORPORATE CARDS, TODAY ANNOUNCED A SWEEPING EXPANSION OF INTERNATIONAL SUPPORT ACROSS ITS PLATFORM. THE LAUNCH INCLUDES SUPPORT FOR CORPORATE CARD IMPORT FROM 10,000+ MORE BANKS WORLDWIDE, MULTILINGUAL CAPABILITIES, EURO-BASED BILLING, INTERNATIONAL REIMBURSEMENTS IN NEW EXPENSIFY, AND BETA ACCESS TO THE EXPENSIFY CARD ACROSS THE UK, EU, AND SOON CANADA.

“Now, companies everywhere can handle expenses, cards, reimbursements, and more—entirely within Expensify,” said David Barrett, founder and CEO of Expensify.

Highlights of today’s international expansion:

• Expanded company card support with 10,000+ new banks around the world integrated for seamless import and reconciliation

These updates mark a milestone in Expensify’s global strategy, enabling businesses across the world to manage expenses and cards faster and more seamlessly than ever before—all within a single platform.

Keep reading

AI now writes debtor email replies for

Still replying to debtor emails manually? Save hours each week with the AI email generator — send context-specific replies at the touch of a button, powered by real-time invoice data, and track every message in one place.

Reply in seconds. Stay in sync. Get paid faster.

Keep your receivables visible: auto-log Chaser emails in Pipedrive

MANAGING ACCOUNTS RECEIVABLE (AR) ISN'T JUST ABOUT SENDING REMINDERS — IT'S ABOUT ENSURING ALIGNMENT ACROSS YOUR TEAMS. WHEN YOUR FINANCE TEAM USES CHASER TO AUTOMATE INVOICE CHASING AND YOUR SALES OR CUSTOMER SUCCESS TEAMS OPERATE WITHIN PIPEDRIVE, THERE'S A RISK OF COMMUNICATION GAPS.

That's where Chaser's Pipedrive email logging feature comes into play.

This integration allows you to automatically log invoice reminders, follow-ups, and payment conversations from Chaser directly into your Pipedrive CRM — keeping your teams in sync and your customer communication

fully centralized.

In this post, we'll cover:

• What the Pipedrive email logging feature does

• Step-by-step: how to set it up

• Key benefits for your teams and processes

• Real-world examples of how it can help

• Where to find support and resources

What is Chaser’s Pipedrive email logging feature?

Chaser's Pipedrive email logging feature enables users to automatically log outgoing receivables emails into Pipedrive by forwarding them using your unique BCC or CC email address.

Find out more

SPOTTED ON SOCIAL

Announcing the new Integration with BGL for UK practices

WE’RE EXCITED TO ANNOUNCE THAT FYI’S INTEGRATION WITH BGL, ALREADY USED BY PRACTICES IN AUSTRALIA AND NEW ZEALAND, IS NOW AVAILABLE TO PRACTICES IN THE UNITED KINGDOM. THIS ENHANCEMENT BRINGS POWERFUL AUTOMATION AND DOCUMENT MANAGEMENT CAPABILITIES TO MORE USERS, HELPING STREAMLINE COMPLIANCE PROCESSES AND SAVE VALUABLE TIME.

What does this mean for FYI users?

The BGL integration helps practices streamline com-

pliance workflows by automating the import of key company documents from BGL CAS 360.

• Automatic sync: Compliance documents from BGL are automatically imported into FYI overnight, ready for users to review and action.

• Auto-filing: Documents are automatically filed against the correct client in FYI, saving time and ensuring documents are consistently structured and easy to access. Clients are matched based on Company Number or Business Number.

Find out more

A smarter way to consolidate: Joiin now integrates with Pennylane

WE’VE PARTNERED WITH PENNYLANE TO SIMPLIFY MULTI-ENTITY CONSOLIDATION FOR FINANCE TEAMS, WITHOUT THE SPREADSHEETS, EXPORTS OR HEAVY LIFTING.

A smarter way to consolidate: Joiin now integrates with Pennylane

We’ve teamed up with Pennylane to make it easier for accountants and finance teams to consolidate data across multiple entities,

without the spreadsheets, exports or heavy lifting.

Now you can connect your Pennylane accounts to Joiin in just a few clicks and start building real-time, fully consolidated reports. Whether you’re working across client accounts or internal entities, this integration is designed to help you work faster and more confidently.

Find out more

WE’RE EXCITED TO INTRODUCE THE XERO-DOTNETAPPSTORE-SAMPLE-APP, OUR LATEST .NET SAMPLE APPLICATION BUILT TO HELP DEVELOPERS SEAMLESSLY INTEGRATE WITH THE XERO API. THIS NEW APP, TARGETING THE NET9 FRAMEWORK, BRINGS TOGETHER THE BEST OF SEVERAL PREVIOUSLY RELEASED SAMPLE APPS AND OFFERS A COMPREHENSIVE, MODERN DEVELOPMENT EXPERIENCE WITH IMPROVED PORTABILITY AND FEATURES.

What’s in the new sample app?

This new sample app combines the essential

components from earlier repositories and adds important new features:

• Core logic for creating and accessing Xero tenant data using the Xero Netstandard SDK

• A streamlined Sign Up with Xero flow using SQLite3 and Entity Framework Core

• Xero Webhook handler implementation for all contact, invoice, and subscription

• Integrated support for the Xero App Store Subscription (XASS) flows

As the successor to earlier .NET sample apps, it retains existing functionality for making calls to most Xero APIs such as account-

ing, files, payroll and more. Let’s explore the new features it offers.

Demo of the new sample app on YouTube

Check out a full walkthrough of the new Dotnet Sample app and it’s features on our YouTube channel.

Key New Features

If you’ve worked with earlier versions of the .NET sample apps, you’ll notice new tabs: Sign Up With Xero, Xero App Store, and Webhooks.

Sign Up with Xero and Database

Previously, we published separate Sign Up with Xero

samples using Microsoft SQL Server. Those are still great resources, especially if you’re interested in comparing the recommended vs. modified sign-up flows.

In contrast, this sample app uses SQLite3 with Microsoft Entity Framework for improved portability and cross-platform support. It simulates an end-to-end experience where users sign up via the Xero App Store, are registered into the database, connect a Xero organisation, and subscribe to a plan.

Keep reading

Global Citizen and PayPal Announce New $25K Awards to Celebrate Entrepreneurs Driving Change in Local Communities

TODAY, PAYPAL AND GLOBAL CITIZEN, THE WORLD’S LEADING INTERNATIONAL ADVOCACY ORGANIZATION, ANNOUNCED THE GLOBAL CITIZEN AND PAYPAL SMALL BUSINESS IMPACT AWARDS TO CELEBRATE SMALL BUSINESS OWNERS AND SOCIAL ENTREPRENEURS WHO ARE DRIVING SOCIAL OR ENVIRONMENTAL IMPACT IN THEIR LOCAL COMMUNITIES. THE AWARDS WILL GRANT $25,000 CASH PRIZES TO FIVE WINNERS AND AN IN-PERSON MASTERCLASS ON BRAND-BUILDING BY MARKETING EXPERTS AT GLOBAL CITIZEN.

“Small businesses are vital to the health of our local economies, communities, and cultures. Global Citizen

is proud to partner with PayPal to uplift entrepreneurs driving tangible impact around the world, from the United States to the UK to Germany and Japan,” said Liza Henshaw, President, Global Citizen. “We believe that global citizens everywhere can create positive change and look forward to receiving inspiring submissions from small businesses that are deeply committed to their communities and advancing social good. “

“Building a thriving economy isn’t just about big industries – it starts with small businesses, local innovation, and entrepreneurial leadership,” said Amy Bonitatibus, Chief Corporate Affairs Officer, PayPal. “Small businesses are at the forefront of societal transformation,

MULTIFI, A LEADING PROVIDER OF INNOVATIVE FINANCIAL SOLUTIONS FOR UK SMALL AND MEDIUM-SIZED BUSINESSES (SMBS), HAS PARTNERED WITH THE BANK PAYMENT COMPANY GOCARDLESS TO GIVE THEIR CUSTOMERS BETTER CREDIT OPTIONS, INCLUDING LONGER REPAYMENT PERIODS AND MORE FLEXIBLE PAYMENT PLAN

Through this collaboration, GoCardless's Direct Debit feature will be integrated directly into the multifi platform. This will create a seamless repayment process, making it easier

for businesses to manage their cashflow and focus on growth.

This partnership enhances multifi's credit products, offering custom solutions for both new and established businesses. It provides extended repayment flexibility and a dual-tier structure designed to support businesses at different stages of growth. Plus, the process is now streamlined with enhanced current account integration and automated repayment calculations, making managing finances even simpler.

Find out more

payabl. and ClearBank join forces to enhance UK payment services

The partnership unlocks real-time GBP transactions, improved security with Confirmation of Payee, and greater flexibility for UK businesses.

Lcreating jobs, strengthening communities, and shaping the future of commerce. We are thrilled to launch this award in partnership with Global Citizen to uplift entrepreneurs who are creating meaningful impact in their local communities.”

Entrepreneurs can directly apply online for the Global Citizen and PayPal Small Business Impact Awards. Applications must highlight how the small business has made a positive environmental or social impact, including but not limited to engagement in community development, the implementation of sustainable business practices, or the creation of education training opportunities.

Find out more

EADING EUROPEAN FINANCIAL TECHNOLOGY PROVIDER PAYABL. HAS PARTNERED WITH CLEARBANK, AN ENABLER OF REAL-TIME CLEARING AND EMBEDDED BANKING, TO EXPAND ITS UK PAYMENT SERVICES AND ENHANCE SECURITY FOR BUSINESSES.

Through this collaboration, payabl. now provides businesses with seamless access to all major UK payment schemes – Faster Payments, BACS, and CHAPS – enabling real-time transactions in GBP. The integration also strengthens fraud prevention with Confirmation of Payee (CoP), ensuring safer payments by verifying recipient account details before funds are transferred.

The collaboration strengthens payabl.’s Business Accounts offering, reinforcing its commitment to helping UK businesses stay

Transcard partners with Thredd to accelerate global expansion.

Thredd to support the rapid global expansion of Transcard's SMART Suite.

TRANSCARD ANNOUNCES A STRATEGIC PARTNERSHIP WITH THREDD TO SUPPORT THE RAPID GLOBAL EXPANSION OF THE SMART SUITE, A FULLY EMBEDDED AND AUTOMATED AI PAYMENT ORCHESTRATION PLATFORM. NOW LIVE IN CANADA AND SOON IN THE UK, THE PARTNERSHIP EXPANDS PAYMENT METHOD OPTIONALITY FOR CUSTOMERS AND RECIPIENTS FOR BOTH B2B AND B2C APPLICATIONS OFFERING VIRTUAL CARDS.

“Many of our multi-national customers want the same end user experience in other countries as we provide in the US. Thredd’s global issuance and partner network allows us to enhance the number of payment methods available on greatly accelerated timelines,” said Greg Bloh, Transcard CEO. “As we enter new markets,

ahead in an evolving payments landscape.

Both ClearBank and payabl. share a commitment to delivering cutting-edge financial technology solutions. With a focus on modular technology, API integration, and cloud-native services, this partnership is fuelling business growth while unlocking new opportunities for collaboration.

“At payabl., we believe strong partnerships drive the best innovations and benefits for customers. Our collaboration with ClearBank embodies this, integrating their services into our platform to enhance choice and security for UK customers. We look forward to expanding this partnership further to help businesses better serve their customers with fast, flexible, and secure payments.”

Kristaps Zips, UK CEO, payabl.

“We are pleased to be working alongside payabl. to allow them to power their Business Accounts offering, and we are proud that we can help more companies experience the unique power of the ClearBank platform. We are equally committed to ensuring we are building and evolving services to strengthen the payments industry for the future, and so this is an exciting collaboration.”

John Salter, Chief Customer Officer

Real-time is the new norm

Real-time payments are no longer a luxury – they’re an expectation. Businesses and consumers alike demand instant access to funds, faster settlements, and increased security.

Find out more

it is important to understand the unique requirements of each country and having Thredd as a global partner helps us meet localization requirements much more efficiently.”

“We’re excited to partner with Transcard to help power their global ambitions,” said Jim McCarthy, CEO of Thredd. “Innovation is the lifeblood of any payments business, and Transcard’s SMART Suite is a great example of how an embedded payment solution can deliver real value. Together, we’ll support Transcard’s expansion plans and enable seamless, localized payment experiences that scale across borders.”

Find out more

HAVE TWO BIG TICKET ITEMS TO TALK ABOUT THIS MONTH. THE FIRST IS WE HAVE ALL BUT COMPLETED WORK ON A NEW PREDICTIVE FUTURE INCOME FUNCTION. IF YOU ARE ON OUR BETA PROGRAM AND ON THE INVESTOR, EXPERT OR ONE OF OUR BUSINESS PLANS YOU WILL BE ABLE TO ACCESS THIS NEW FUNCTIONALITY LATER IN THE WEEK VIA THE FUTURE INCOME REPORT. PARTICULARLY USEFUL FOR DIVIDEND INVESTORS, THIS NEW PREDICTIVE FUNCTION USES A COMPOUND ANNUAL GROWTH RATE (CAGR) FORMULA BASED ON THE LAST FIVE YEARS OF DIVIDEND HISTORY (OR LESS DEPENDING ON AVAILABILITY) TO FORECAST UP TO THREE YEARS INTO THE FUTURE.

The other big rollout this month was in our cash accounts area with the ability to auto sync payouts from different brokers to different cash accounts. Previously we’ve only provided the limited ability for payouts to be synced to a single cash account. This new feature set allows you to set a ‘broker’ against a holding (under the holding settings tab) and the ability to choose between syncing trades only, payouts only or both trades and payouts to nominated ‘brokerage cash accounts’.

In addition, we’ve expanded on the ability to use cash accounts in different currencies from your portfolio currency to sync payouts to.

Find out more

Big Ten and Big 12 Enter Historic Partnerships with PayPal to Enable Institutional Payments for StudentAthletes in New Revenue Sharing Model

PAYPAL HOLDINGS, INC. (NASDAQ: PYPL), A GLOBAL LEADER IN PAYMENTS, TODAY ANNOUNCED MULTI-YEAR AGREEMENTS WITH THE BIG TEN AND BIG 12 CONFERENCES THAT WILL MODERNIZE THE DISTRIBUTION OF INSTITUTIONAL PAYMENTS FROM UNIVERSITIES TO STUDENT-ATHLETES IN A NEW REVENUE-SHARING MODEL. THE NEW INSTITUTIONAL PAYMENTS INITIATIVE ENABLES ATHLETIC DEPARTMENTS TO SEAMLESSLY DISPENSE PAYMENTS THROUGH PAYPAL, ENSURING A SECURE, EFFICIENT, AND TRANSPARENT WAY TO DISTRIBUTE FUNDS TO PAYEES. WITH THE FUNDS

partnerships will bring PayPal and Venmo to college campuses nationwide

IN THEIR WALLETS, STUDENTS WILL HAVE THE OPTION TO ACCESS ALL THE BENEFITS OF PAYPAL'S COMMERCE ECOSYSTEM, FROM SEAMLESSLY BUYING TICKETS TO A SPORTING EVENT OR PURCHASING THEIR BOOKS FOR THE YEAR AT THE UNIVERSITY BOOKSTORE.

The recent court decision, which allows colleges and universities to share revenue directly with student-athletes, stands to revolutionize college sports. This partnership helps make that real by distributing those funds to student-athletes in a fast, simple, and secure way.

"We're proud to help lead this transformation in college athletics by making it easier and faster for student-athletes to receive funds and continue to bring trusted and innovative commerce solutions to the heart of campus life," said Alex Chriss, President and CEO, PayPal. "From receiving institutional payments to making everyday purchases, we're helping student-athletes, families, and schools engage in new ways that are modern, secure, and built for the future."

"We look forward to partnering with PayPal to ensure a secure, rapid and reliable way for stu-

dent-athletes to receive institutional payments as we welcome in this new era in college athletics," said Big Ten Commissioner Tony Petitti.

"We are thrilled to enter into this landmark partnership with PayPal and Venmo," said Big 12 Commissioner Brett Yormark. "As we embark on a new era of college athletics, aligning with a global leader like PayPal will unlock a wealth of opportunities for the Big 12. This partnership will also empower our student-athletes to receive payments through a secure, trusted platform they already know and use."

Beyond institutional payments, PayPal and Venmo already play a key role in how students manage everyday life and will now show up in even more ways across campus. PayPal will become a preferred payment partner for tuition payments at select schools, offering parents and students another convenient and flexible way to pay with their PayPal wallet.

Venmo On Campus

Venmo, a leading social payments platform, is doubling down in its focus on younger consumers by expanding its position as a cornerstone of campus life and commerce.

Venmo will be the presenting partner of the first-ever Big Ten Rivalry Series, spanning football, men's and women's basketball, embedding the brand in some of the most iconic matchups in college sports.

With the Big 12, Venmo will serve as the official partner of the Big 12 Conference across Big 12 football, basketball, and Olympic sports championships for both men and women. Venmo will also be seen across all 16 institutions' athletic events.

Find out more

WealthTech for Impact: How One Firm Is Quietly Powering the Future of Philanthropy

LEADING GLOBAL DIGITAL PAYMENT SOLUTIONS PROVIDER CHECKOUT.COM, HAS ENTERED A STRATEGIC PARTNERSHIP WITH DU PAY, ONE OF THE UAE’S FASTEST-GROWING FINTECH PLATFORMS FOCUSED ON ADVANCING FINANCIAL INCLUSION AND ACCESSIBILITY ACROSS THE UAE.

SThis collaboration enables du Pay to leverage Checkout.com’s robust and scalable payments infrastructure to deliver high

performance payments and elevate its core offerings, including wallet top-ups. By integrating Checkout.com’s unified platform, du Pay is positioned to deliver faster, more reliable, and secure financial transactions to its users.

In addition to powering front-end services, the partnership enables du Pay to streamline complex backend payment flows, all through a single, unified API. These capabilities provide the technical foundation du Pay needs

to scale rapidly and deliver consistent, seamless user experiences across its ecosystem.

Furthermore, the partnership directly supports du Pay’s mission to provide accessible and inclusive financial services, particularly for underbanked and underserved communities who rely on efficient digital tools for everyday payments and money transfers.

IN A FAST-EVOLVING WORLD WHERE CHARITIES, FOUNDATIONS, AND NGOS MUST COMPETE FOR EFFICIENCY, FUNDING, AND LONG TERM SUSTAINABILITY, A NEW FRONTIER IS OPENING: WEALTHTECH FOR IMPACT. OMNIWAVE FINTECH IS PIONEERING THIS FRONTIER. AS A LEADING AI-POWERED WEALTHTECH FIRM, OMNIWAVE IS ENABLING LARGE-SCALE NONPROFITS TO GENERATE STABLE, PASSIVE INCOME THROUGH FULLY

TRANSPARENT, RISK-CONTROLLED ALGORITHMIC FINANCIAL SYSTEMS.

“Our mission is to build quiet engines of funding for organizations doing real work on the ground,” says Adam Rubin, founder and CEO of the company. “It’s actually a fortunate coincidence that our WealthTech aligns so well with what nonprofits need — like controlled drawdowns and full transparency. We’re grateful for that, because it means we can support these causes

in a way that truly respects their mission and priorities.”

Why Charities Are Turning to WealthTech

Over the past five years, philanthropic organizations have increasingly turned to advanced financial technologies; from algorithmic strategies to decentralized finance, to build sustainable, non-donor-based income streams.

Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.