CMOtech US - Technology news for CMOs & marketing decision-makers

Data extraction stories

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Foxit launches PDF editor app inside ChatGPT for users

Last week
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storage
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document management
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devops
Foxit's new ChatGPT PDF Editor aims to cut the gap between AI drafting and finished documents, letting users convert, compare and share files in chat.
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Agiloft launches Astra AI contract platform with free tier

Last week
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data protection
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document management
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digital transformation
Agiloft's Astra AI contract tool targets legal, procurement, finance and sales teams with a free tier and stricter data safeguards.
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WealthArc launches AI agent to structure portfolio data

This month
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digital transformation
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fintech
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it automation
WealthArc unveils AI Agent to turn messy custodian records into structured portfolio data for wealth managers, backed by human review.
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AI agents shake up accounting firms' bookkeeping workflows

This month
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data protection
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digital transformation
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rpa
AI agents prompt accounting firms to redesign bookkeeping and tax workflows as junior staff tasks are automated and human oversight stays central.
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Doxis folds Klippa into one brand after acquisition

This month
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document management
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digital transformation
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ecm
Doxis unifies Klippa's AI tools under one brand after acquisition, renaming key products as it ties document processing to wider automation software.
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Dext launches Time Spent to track practice workloads

Last month
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data analytics
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digital transformation
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financial systems
Dext adds time-tracking insight to help accountants and bookkeepers spot workload bottlenecks and client-heavy periods on its Advanced plan.
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Lightspeed launches AI inventory tool for retailers

Last month
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digital transformation
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martech
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commerce systems
Lightspeed has unveiled an AI tool in its retail platform that scans supplier documents into draft purchase orders to cut errors and admin time.
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Dext launches AI Assist bookkeeping tool in North America

Last month
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saas
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digital transformation
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fintech
Dext rolls out AI Assist in the US and Canada, promising to learn each firm's bookkeeping rules while keeping humans in full control.
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Dext launches AI Assist for accountants, bookkeepers

Last month
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saas
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digital transformation
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financial systems
Dext unveils AI Assist, an embedded tool that learns firm-specific judgement to automate routine bookkeeping while keeping humans in control.
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OpenAI unveils GPT-5.4 mini & nano for faster coding

Last month
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slm
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erp
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genai
OpenAI launches GPT-5.4 mini and nano, smaller AI models promising faster, cheaper coding help and near-flagship performance on key benchmarks.
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Caseware wins accounting software awards for AI platform

Last month
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document management
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data analytics
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ecm
Caseware secures Overall Accounting Platform of the Year at FinTech Breakthrough and a 2026 Top New Products nod for Extractly.
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OneVest unveils AI-powered workspace for wealth firms

Last month
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crm
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document management
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digital transformation
New York fintech OneVest has launched OneVest GO, an AI-powered CRM workspace to streamline communications and workflows for wealth advisors.
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nCino adds automated document income checks to mortgages

Last month
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digital transformation
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fintech
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rpa
nCino adds Argyle-powered tool to automate document income checks in its mortgage platform, targeting lenders when data feeds fall short.
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Josef unveils AI engine to kill legal intake forms

Last month
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digital transformation
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cx
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martech
Josef launches an AI Rapid Ingestion Engine to turn messy business inputs into structured legal data, promising to kill the traditional intake form.
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Socotra launches embedded AI assistant for underwriting

Last month
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digital transformation
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rpa
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risk & compliance
Socotra launches embedded AI assistant in its Operations Workbench, promising faster, auditable underwriting across products and regions.
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Zapier data shows AI is now infrastructure for leads

Last month
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crm
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digital transformation
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cx
Zapier's study of 10,000 workflows shows AI is shifting from one-off tools to core lead-management infrastructure for sales teams.
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NE2NE expands PDFFlex AI to speed payroll onboarding

Last month
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digital transformation
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hcm
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partner programmes
NE2NE rolls out expanded PDFFlex AI to turn complex payroll PDFs into structured data, cutting onboarding time and manual processing.
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Addepar unveils Addison AI to power wealth insights

Last month
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data analytics
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digital transformation
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fintech
Addepar launches Addison AI to give wealth managers trusted, natural language portfolio intelligence embedded across its platform workflows.
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Hyland unveils AI tools to streamline hospital admin

Last month
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digital transformation
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ecm
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martech
Hyland launches AI tools to automate hospital records and billing workflows, aiming to cut admin workloads and speed access to patient data.
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ABBYY adds 22 patents to expand AI document automation

Sat, 28th Feb 2026
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manufacturing
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digital transformation
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ecm
ABBYY secures 22 new AI and OCR patents, expanding its portfolio beyond 400 as document automation rivals race to protect key technologies.