Property Management Tools

Companies lose weeks turning contracts into cash. Orb's Contract-to-Cash is set to revolutionize this. Here’s how it usually goes: Sales closes the deal. Finance gets the contract. Then comes the chaos - PDFs, spreadsheets, usage data, manual billing. Invoices go out late. Cash gets stuck. DSO creeps up. Orb decided to fix that with Contract-to-Cash: From signed deal to invoice in minutes. No scripts. No engineering. No waiting for implementation windows. How it works: 1. Upload your signed contract PDF. 2. Orb’s AI extracts key billing terms automatically. 3. Add usage if needed. 4. Generate ready-to-send invoices - instantly. That’s it. Finance can now turn contracts into cash without manual reconciliation or spreadsheet chaos. The result? A) DSO drops. B) Forecasts get cleaner. C) Invoices go out 4–6 days faster on average. D) The same team handles 10× more contracts - with zero extra headcount. Orb Contract-to-Cash flips the billing model: You start with the contract, not the system. Finance gets speed, accuracy, and control: Built on the same engine that powers Orb Billing and Orb Simulations. Because monetization shouldn’t slow growth - it should power it. Contracts in. Invoices out. Cash collected. That’s how modern finance should look. Want to understand better how it works? Get the guide here: https://lnkd.in/ejv-B33j

I've waited 20 years for this. Just built the Accounts Payable tool! Downlaod prompt and datasets: https://lnkd.in/ezhq7T2m In one session. With Claude. No developer. No code knowledge. No consultant. Everything I need to manage AP: invoices, payments, vendors, KPIs, alerts: sitting in one command center on my desktop. Updating itself every time my Excel file changes. Here's exactly how I built it 👇 I put all data about payables in one folder, like opening balance, invoice list and other data in excel. Then I made one prompt in Claude Cowork. — What Claude built: → Dashboard — total outstanding AP, aging buckets, DPO, % overdue, top vendors by exposure → Invoice Processing — pending approvals, processing time per invoice, exception flags → Payment Management — upcoming payments by week, discount opportunities, late payment risk → Vendor Management — top vendors, concentration risk, payment behavior by vendor → Date toggles in the header — Today / Month End / Quarter End / Custom → Refresh button that re-reads the Excel and rebuilds everything → Recommendations and action plans, generated from the data itself The Excel file stays my source of truth. The command center stays live. — It was that the data was scattered — in tabs, in reports, in emails, in someone's head. The value of a tool like this isn't speed. It's clarity. When you can see every overdue invoice, every payment due next week, every vendor on the watchlist, you stop reacting and start managing. The AP team that used to chase numbers can now make decisions. If you've spent years building AP processes inside Excel — try this once. You won't go back.

Anthropic just launched Claude for Small Business. It’s a plugin with 31 skills you can use right away 👇 Small businesses account for 44% of US GDP. But most software is still built for people with dedicated finance teams, marketers, operations managers, and admins. Most small business owners are all of those people. This latest Claude update is trying to change that. It's essentially a toggle install that works inside the tools you already use. 12 of them, to be exact: Gmail, QuickBooks, HubSpot, Stripe, Slack, Calendar, Canva, PayPal, Drive, Microsoft 365, DocuSign, and Square. To install: Open Claude Desktop → Customise → Browse Plugins → Small Business → Download There's no new software to learn to get started. And if you run /smb-onboard it will help you with setup. Here are all 31 skills you can start using: (See the graphic for more details on what they're for 👇) 📆 Briefings - Daily and weekly snapshots 1. /business-pulse (QuickBooks, HubSpot, Gmail, Slack) 2. /monday-brief (QuickBooks, HubSpot) 3. /friday-brief (PayPal, HubSpot, Gmail) 💸 Money - Cash, invoices, margins, and tax 4. /cash-flow-snapshot (QuickBooks, PayPal, Stripe) 5. /invoice-chase (QuickBooks, PayPal) 6. /plan-payroll (QuickBooks, PayPal) 7. /margin-analyser (QuickBooks, PayPal) 8. /price-check (QuickBooks, PayPal) 9. /month-heads-up (QuickBooks, PayPal) 10. /month-end-prep (QuickBooks, PayPal, Stripe) 11. /close-month (QuickBooks, PayPal) 12. /tax-prep (QuickBooks, PayPal) 13. /tax-season-organiser (QuickBooks, Stripe) 📈 Sales & CRM - Pipeline, leads, and reviews 14. /call-list (HubSpot, Gmail) 15. /lead-triage (HubSpot, Gmail) 16. /crm-cleanup (HubSpot) 17. /crm-maintenance (HubSpot, Gmail, Calendar) 18. /sales-brief (QuickBooks, HubSpot) 19. /quarterly-review (QuickBooks, HubSpot) 📞 Customers - Support, complaints, and feedback 20. /customer-pulse (HubSpot, Gmail) 21. /customer-pulse-check (HubSpot, Gmail) 22. /handle-complaint (HubSpot, Gmail) 23. /ticket-deflector (PayPal, Gmail) 🎨 Marketing - Content, campaigns, and design 24. /content-strategy (QuickBooks, PayPal) 25. /canva-creator (Canva, HubSpot) 26. /run-campaign (QuickBooks, Canva, HubSpot) 🛠️ Setup, Hiring & Legal - Onboarding, hiring, and contracts 27. /smb-router (QuickBooks, Gmail) 28. /smb-onboard (QuickBooks, Gmail) 29. /job-post-builder (DocuSign, Gmail) 30. /contract-review (DocuSign, Gmail) 31. /review-contract (DocuSign) Most small business owners are doing all of this themselves, often after hours. This is one of the more practical AI releases I've seen in a while. Save this post if you want the full list of skills handy later. And if you run a small business, which one would you use first? ♻️ Repost to help your network stay ahead. 🔔 Follow Emilia Möller for more on modern marketing.

Dear IT Auditors, Database Audit and Encryption Review Data is only as safe as the encryption that protects it. When encryption controls fail or are poorly implemented, even strong firewalls and access controls cannot stop data exposure. That’s why auditing database encryption processes is a key part of every IT and cybersecurity audit. 📌 Start with the Encryption Policy Begin by reviewing the organization’s data encryption policy. It should define which data must be encrypted, the standards to follow, and the roles responsible for managing encryption keys. Policies that lack detail often lead to inconsistent implementation. 📌 Encryption at Rest Verify that sensitive data stored in databases is encrypted at rest. Review configurations in tools such as Transparent Data Encryption (TDE) for SQL, Oracle, or cloud-managed databases. Ensure encryption algorithms like AES-256 are used rather than weaker ones. 📌 Encryption in Transit Data moving between applications and databases should be encrypted using secure protocols such as TLS 1.2 or higher. Auditors should test whether unencrypted connections (HTTP, FTP, or old JDBC strings) are still in use. Any plaintext transmission is a data leak waiting to happen. 📌 Key Management Controls Strong encryption is meaningless if the keys are weak or mishandled. Review how encryption keys are generated, stored, rotated, and retired. Confirm that keys are held in a secure vault or Hardware Security Module (HSM). Keys should never be hard-coded into scripts or shared via email. 📌 Access to Keys and Certificates Only a limited number of trusted individuals should access encryption keys. Review access lists for key vaults and certificate repositories. Each access should be logged and periodically reviewed. 📌 Backup Encryption Backups often contain full copies of production data. Verify that backup files and storage devices are also encrypted. If backups are sent to third parties or cloud storage, ensure that the same encryption controls are applied. 📌 Decryption and Recovery Testing Encryption isn’t complete without successful decryption. Review whether periodic recovery tests are performed to confirm that encrypted backups and databases can be restored correctly. Unrecoverable encryption is as dangerous as no encryption. 📌 Audit Evidence Key evidence includes encryption configuration files, key management procedures, access control lists for key stores, and decryption test reports. These show that encryption controls are both effective and maintained. Effective database encryption builds resilience. It ensures that even if an attacker gains access, the data remains unreadable and useless. Strong encryption is both a commitment to trust and a technical safeguard. #DatabaseSecurity #Encryption #CyberSecurityAudit #ITAudit #CyberVerge #CyberYard #DataProtection #RiskManagement #KeyManagement #DataGovernance #GRC #InformationSecurity

Every login is a door into your business. If the wrong person gets through one of those doors, payroll, customers, and your reputation are all on the line. Some doors lead to one small app. Other doors, like single sign-on (SSO), open into many rooms. And behind those doors: payroll, customer data, email, files, SaaS apps… the things your business runs on. If an attacker gets through one of those doors, they don’t need to “hack the network.” They just walk in, as you. Here’s the mental picture that helps: ➢ Every account = a door. ➢ Admin accounts = master keys. ➢ Your identity provider (Entra ID, Okta, etc.) = the main front door. Done right, SSO is one of the best ways to reduce risk: ➢ Fewer doors to protect instead of dozens of random logins. ➢ One front door with strong MFA and conditional access on every sign-in. ➢ Clean identity logs that a 24x7 managed ITDR service can watch for strange behavior. Shared logins are harder, but you still have options. A lot of MSPs, for example, need admin access into many client systems. Naming one account per engineer can create way too many master keys. That’s where privileged access management helps: you limit how many master keys exist, wrap control around them, and keep an audit trail for who used what, when. If you want a simple place to start, ask three questions this week: ➤ Which apps are behind SSO, and which still have separate passwords? ➤ How are MFA and conditional access set up on our main identity provider? ➤ Who is watching identity activity 24x7, and how fast would they spot a bad login? Identity really has become your perimeter. Treat every login like a door worth protecting. #JasonMakevich #Cybersecurity #IdentitySecurity #ZeroTrust #SMB #MSP #RiskManagement

#SAP #VIM (Vendor Invoice Management) Configuration in S/4HANA with Key Tables SAP VIM (OpenText) in S/4HANA streamlines and automates invoice processing. Below is a guide to VIM configuration steps and associated key tables for reference. --- 1. Basic Configuration a. Document Processing Configure VIM document types to categorize invoices. Assign company codes and validation rules for invoice processing. Key Tables: /OPT/VIM_1HEAD: Stores VIM document headers. /OPT/VIM_1ITEM: Contains line items for VIM documents. BKPF: Accounting document header. BSEG: Accounting document line items. --- 2. Integration with Finance a. Account Determination Set up G/L accounts for automatic postings during invoice processing. Define tolerance limits for invoice price/quantity variations. Key Tables: T030: Automatic account determination. T169: Tolerances for invoice verification. --- 3. Workflow Configuration a. Invoice Approval Workflows Design workflows for routing invoices through approval stages. Use Fiori apps or GUI for workflow setup. Key Tables: SWWWIHEAD: Workflow instances. SWWLOGHIST: Workflow log history. /OPT/VIM_ACTN_LOG: Logs approval actions. --- 4. Optical Character Recognition (OCR) Integration a. Scanned Document Processing Configure OCR to extract data from scanned invoices. Link extracted data with VIM for further processing. Key Tables: TOA01: ArchiveLink document relationships. TOA02: Attachment links for documents. /OPT/VIM_1DOC: Metadata for scanned documents. --- 5. Exception Handling a. Managing Errors Configure exception handling rules for mismatched invoices. Define escalation procedures for unresolved issues. Key Tables: /OPT/VIM_1ERR: Tracks processing errors. /OPT/VIM_ERRHIST: Error history for analysis. --- 6. Reporting and Analytics a. Invoice Tracking Set up dashboards to monitor invoice processing KPIs. Use real-time reporting capabilities for insights. Key Tables: /OPT/VIM_1INDEX: Index table for invoice search. /OPT/VIM_1ANALYTICS: Analytics data for VIM. --- 7. Matching Logic Configuration a. 2-Way and 3-Way Matching Enable matching between PO, GR, and invoice. Define tolerance levels to minimize manual intervention. Key Tables: /OPT/VIM_1MATCH: Matching details for PO-based invoices. RSEG: Invoice item details for MM integration. RBKP: Invoice headers for MM. --- 8. Key Tables for Troubleshooting EDIDC: IDoc control records for invoice communication. EDIDS: IDoc status. SM13: Update error logs for transactional issues. --- Conclusion SAP VIM in S/4HANA is a powerful tool to optimize invoice management. By configuring workflows, exception handling, and integration points, organizations can ensure efficient invoice processing. Understanding the key tables enables better troubleshooting and enhances collaboration between functional and technical teams.

🚀 Built an Enterprise-Grade Agentic AI Invoice Processing System In most organizations, invoice processing is still manual, slow, and error-prone. I recently designed and developed a scalable, multi-agent AI solution to handle high-volume invoice processing with parallel intelligence and automated decisioning. 🔍 What makes this system powerful? Instead of a single pipeline, this solution uses a multi-agent architecture where specialized AI agents work in parallel: ✅ Invoice Agent – validation & duplicate detection ✅ PO Agent – purchase order matching ✅ GRN Agent – goods receipt validation ✅ Compliance Agent – GST & regulatory checks ✅ Contract Agent – pricing & terms validation ✅ Fraud Agent – anomaly detection using ML All agents execute simultaneously using a fan-out / fan-in orchestration pattern, significantly reducing processing time. 🧠 A Manager Agent (AI brain) then: Aggregates all agent outputs Identifies discrepancies (price, quantity, tax) Generates a detailed audit-ready report Makes a decision → YES / NO / HOLD 📧 If issues are detected, the system automatically notifies vendors using Microsoft Graph API. ⚙️ Tech Stack Highlights Microsoft Agent SDK (multi-agent orchestration) Azure AI Document Intelligence (data extraction) Azure OpenAI (reasoning & report generation) MongoDB (low-latency structured data storage) AKS (scalable agent execution) Azure Durable Functions (parallel orchestration) 🏗️ Architecture Highlights Parallel agent execution for high throughput Cloud-native, microservices-based design AI + rule-based hybrid validation Designed for thousands of invoices per second Built with extensibility (plug-and-play agents) 💡 Why this matters? This approach transforms invoice processing from a manual back-office task → intelligent, autonomous system with: ⚡ Faster processing 🎯 Higher accuracy 🔍 Better auditability 📉 Reduced operational cost This is a strong step toward Agentic AI systems in enterprise finance operations. Would love to hear your thoughts or discuss how this can be extended further (RAG, real-time fraud detection, etc.) 👇 #AI #GenAI #AgenticAI #Azure #MachineLearning #Automation #FinTech #MLOps #CloudComputing

Most systems don’t get breached because of advanced attacks. They get breached because basic controls were missing. In 2026, security is not about sophistication. It’s about consistency of fundamentals at scale. Here are 10 critical security controls every system must have: → 𝐈𝐝𝐞𝐧𝐭𝐢𝐭𝐲 & 𝐀𝐜𝐜𝐞𝐬𝐬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 Every user and service must be verified Access should be minimal and continuously reviewed → 𝐌𝐮𝐥𝐭𝐢-𝐅𝐚𝐜𝐭𝐨𝐫 𝐀𝐮𝐭𝐡𝐞𝐧𝐭𝐢𝐜𝐚𝐭𝐢𝐨𝐧 (𝐌𝐅𝐀) Passwords alone are obsolete MFA blocks the majority of credential-based attacks → 𝐃𝐚𝐭𝐚 𝐄𝐧𝐜𝐫𝐲𝐩𝐭𝐢𝐨𝐧 (𝐀𝐭 𝐑𝐞𝐬𝐭 & 𝐈𝐧 𝐓𝐫𝐚𝐧𝐬𝐢𝐭) Unencrypted data is exposed by default Key management is the real control layer → 𝐒𝐞𝐜𝐫𝐞𝐭𝐬 & 𝐂𝐫𝐞𝐝𝐞𝐧𝐭𝐢𝐚𝐥 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 Hardcoded secrets are a guaranteed breach vector Vault-based access with rotation is mandatory → 𝐍𝐞𝐭𝐰𝐨𝐫𝐤 𝐒𝐞𝐠𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧 & 𝐅𝐢𝐫𝐞𝐰𝐚𝐥𝐥𝐬 Flat networks amplify damage Segmentation limits lateral movement → 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲 𝐓𝐞𝐬𝐭𝐢𝐧𝐠 & 𝐕𝐚𝐥𝐢𝐝𝐚𝐭𝐢𝐨𝐧 Security must be part of every release cycle Not a one-time audit → 𝐁𝐚𝐜𝐤𝐮𝐩 & 𝐑𝐞𝐜𝐨𝐯𝐞𝐫𝐲 𝐂𝐨𝐧𝐭𝐫𝐨𝐥𝐬 Recovery defines resilience Backups must be isolated and tested → 𝐈𝐧𝐜𝐢𝐝𝐞𝐧𝐭 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐞 𝐑𝐞𝐚𝐝𝐢𝐧𝐞𝐬𝐬 Speed of response determines impact Plans must exist before incidents → 𝐂𝐞𝐧𝐭𝐫𝐚𝐥𝐢𝐳𝐞𝐝 𝐋𝐨𝐠𝐠𝐢𝐧𝐠 & 𝐌𝐨𝐧𝐢𝐭𝐨𝐫𝐢𝐧𝐠 No visibility means no control Detection depends on real-time signals → 𝐏𝐚𝐭𝐜𝐡 & 𝐕𝐮𝐥𝐧𝐞𝐫𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 Unpatched systems are active risks Exposure windows must be minimized The reality is simple: Advanced security fails without basic controls. And most breaches exploit what teams already knew. Strong systems aren’t the most complex. They’re the most disciplined. P.S. Which of these controls do you think teams still underestimate the most? Follow Dinesh Anbumani for more insights

30 minutes and endless emails. That used to be the cost of processing a single invoice for a global consumer products company. Then, with the help of Deloitte, they went touchless. Hands off the task, eyes on the outcome. That's the mindset shift behind this Zora AI™ Perform AP Invoice Management implementation: autonomous AI agents trained to read invoices (even the messy, handwritten ones), navigate domestic and international tax lines, and flag their own confidence level so teams focus where human judgment is needed most. The outcomes: 92% touchless processing. Invoice times cut by an average of 50–75%. Processing FTEs reduced by half, with that time redirected to root cause analysis and higher-value work. This is what redesigning work with AI looks like. Curious how this could play out in your own finance function? Check out the full story here: https://deloi.tt/4yI6CYi

Stop handing out house keys when you should be issuing hotel keys. 🗝️💳 The physical world solved access control decades ago. In cybersecurity, we still ignore the lesson. 🏠 The house key (standing privilege) • You keep it forever • It works 24/7/365 • If it is lost or stolen, the finder has unlimited access This is how many organizations still treat admin accounts. 🏨 The hotel key (just in time access) • It works for a specific duration, for example four hours • It opens only the doors you are authorized to access • At expiration, it simply stops working The practitioner take: The future of IAM is not just vaulting passwords. It is eliminating standing privilege. But moving from house keys to hotel keys can feel overwhelming. Here is how to start just in time access without boiling the ocean. 1. Identify the penthouse Do not start with everyone. Start with your highest value targets. Cloud admins in AWS, Azure, or GCP. Domain admins. These are the keys attackers want most. 2. Evict the residents This is the hardest step. You remove permanent access. Expect pushback. Remind people they are not losing the ability to drive the car. They are just grabbing the keys when they actually need them. 3. Install the front desk Do not replace standing access with a three day approval ticket. Good: A request in ServiceNow Better: A Slack or Teams command like /request-admin Best: Automated approval for pre approved, low risk actions 4. Set the timer Start with a generous window, such as eight hours, to reduce friction. Over time, tighten it to four hours or even task based access as the culture adapts. If an attacker steals a house key, they own you indefinitely. If they steal a hotel key, they are racing the clock. Do not just manage credentials. Manage time.