Corsica Technologies and Cleo Join Forces to Bring Ecosystem Integration to Supply Chain-Driven Organizations in Logistics, Manufacturing, and Other Sectors
By way of the partnership, Corsica Technologies will offer Cleo Integration Cloud (CIC), Cleo's cloud-based B2B integration platform, as its preferred solution for customers needing secure, scalable, and API-enabled workflows that exchange data between mission-critical systems. In turn, Cleo will recognize Corsica as a preferred provider of managed IT and cybersecurity services for its customer base.
'The Cleo platform helps us fulfill what our clients and the market is asking for – to simplify, optimize and integrate their Information Technology under a single managed service,' said Peter Rodenhauser, Chief Operating Officer at Corsica Technologies. 'Our customers typically operate in complex, regulated environments, and they're often held back by legacy systems and siloed workflows. Such circumstances call for bespoke IT and cybersecurity solutions. By combining our managed services offerings with Cleo's proven, cloud-based ecosystem integration platform, Cleo Integration Cloud, we deliver technology outcomes that solve real business challenges and drive digital transformation.'
The partnership reflects a growing demand for integrated B2B solutions that simplify technology management while supporting supply chain resiliency, visibility, and adaptability. From EDI to MFT, ERP, cloud, and API-based integrations, the Corsica-Cleo collaboration enables customers to modernize operations without disrupting core systems.
Robyn Hyra, Director, Industry Solutions – Logistics, for Cleo, said, 'Corsica's deep expertise in IT and cybersecurity makes them a natural fit with our partner portfolio. Together, we're giving supply chain organizations the tools and support they need to modernize operations, reduce risk, and unlock new growth opportunities through ecosystem integration.'
About Corsica Technologies
Corsica Technologies is an MSP specializing in cybersecurity solutions, managed IT services, digital transformation, and data integration. Corsica provides solutions for midmarket businesses including network monitoring, data protection, incident response, and IT support. Corsica offers unmetered technology services for fully managed or co-managed teams to address all technology needs under a one-flat monthly fee. To learn more visit https://www.corsicatech.com or call 855-411-3387.
About Cleo Integration Cloud
Cleo Integration Cloud (CIC) is a cloud-based integration platform, purpose-built to design, build, operate, and optimize critical ecosystem integration processes. The CIC platform brings end-to-end integration visibility across API, MFT, EDI, and non-EDI integrations, giving technical and business users the confidence to rapidly onboard trading partners, enable integration between applications, and accelerate revenue-generating business processes. On the platform, businesses have the choice of self-service, managed services, or a blended approach – ensuring complete flexibility and control over their B2B integration strategy.
About Cleo
Cleo is an ecosystem integration software company focused on business outcomes, ensuring each customer's potential is realized by delivering solutions that make it easy to discover and create value through the movement and integration of B2B enterprise data. Cleo gives customers strategic, 'outside-in' visibility into the critical end-to-end business flows happening across their ecosystems of partners and customers, marketplaces, and internal cloud and on-premise applications. Our solutions empower teams to drive business agility, accelerate onboarding, facilitate the modernization of key business processes, and capture new revenue streams by reimagining and remastering their digital ecosystem through robust application, B2B, and data integration technologies. For more information, visit www.cleo.com or call +1.815.282.7695.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Business Wire
3 days ago
- Business Wire
Cleo Partners with Open ECX to Deliver Seamless, Intelligent Automation of P2P and O2C Processes to Facilitate Supply Chain Orchestration
CHICAGO & MANCHESTER, England--(BUSINESS WIRE)-- Cleo, the global leader in AI-driven supply chain orchestration solutions and provider of the Cleo Integration Cloud (CIC), today announced a strategic partnership with Manchester-based Open ECX, a cloud-native automation platform, to deliver a fully integrated solution that transforms how enterprises manage Procure-to-Pay (P2P) and Order-to-Cash (O2C) processes. This collaboration enables businesses to achieve true end-to-end automation across all their digital ecosystems—regardless of data format, system architecture, or industry vertical. The joint solution leverages CIC and Open ECX's AI-supported automation engine to provide seamless integrations between disparate systems, such as ERPs like SAP, Oracle, Microsoft Dynamics, and NetSuite, and the diverse network of a customer's trading partners. By combining Cleo's robust support for orchestrating EDI, API, MFT, and hybrid integration patterns with Open ECX's intelligent document transformation capabilities—including PDF-to-XML conversion, image-based data extraction, and real-time validation—clients can now automate 100% of their inbound and outbound document flows. 'Cleo never stops innovating, and this partnership with Open ECX is a powerful extension of our mission to deliver multi-directional, AI-powered supply chain orchestration for our customers by digitalizing and automating workflows,' said Mahesh Rajasekharan, Cleo CEO. 'Together, we're helping businesses eliminate manual touchpoints in their most critical business processes, reduce latency, and gain full visibility into their transactional lifecycles—all critical steps to helping them achieve the highest levels of customer satisfaction and supply chain agility.' Key Technical Benefits of the Partnership: Universal Document Ingestion: Open ECX enables ingestion and transformation of structured (e.g., EDI, XML, .csv) and unstructured (PDF, image) documents into machine-readable formats, enabling Cleo to process and route them through CIC. Unmatched Levels of Data Accuracy: Open ECX's proprietary software extracts data from the metadata layer and applies the client's tailored business rules logic for validation and enrichment to enable high levels of straight-through processing for invoices, orders and statements. The intelligent software even processes image-based documents. Real-Time Integration: Cleo's real-time API and event-driven architecture ensures immediate data exchange between ERP, WMS, and TMS systems and trading partners. End-to-End Visibility: Joint customers benefit from Cleo's centralized management and visibility console—CIC Cockpit—for monitoring document flows, exception handling, and SLA tracking. Rapid Deployment: Pre-built connectors and templates from both platforms accelerate onboarding and reduce time-to-value. 'We're thrilled to partner with Cleo and bring our automation capabilities to a broader global audience,' said Matthew Jones, Founder of Open ECX. 'This collaboration allows us to jointly deliver a best-in-class solution that meets 100% of our clients' document processing needs—no matter the format or system.' With Cleo's scale and Open ECX's automation precision, the partnership opens new market opportunities across North America and Europe, offering clients a compelling, future-ready solution for digital transformation. About Cleo Cleo is a supply chain orchestration software company focused on business outcomes, ensuring each customer's potential is realized by delivering strategic solutions that make it easy to discover and create value through the movement and integration of B2B enterprise data. Cleo gives customers real-time, 'outside-in' visibility into the critical end-to-end business flows happening across their ecosystems of partners and customers, marketplaces, and internal cloud and on-premise applications. Our solutions empower teams to drive business agility, accelerate onboarding, facilitate the modernization of key business processes, and capture new revenue streams by intelligently orchestrating their digital supply chain through robust application, B2B, and data integration technologies. For more information, visit or call +1.815.282.7695. About Open ECX Open ECX is a multi-award-winning, cloud-native automation platform built to transform the Procure-to-Pay (P2P) and Order-to-Cash (O2C) cycles with unparalleled precision, speed, and control. Harnessing advanced integration capabilities and real-time data exchange, Open ECX connects effortlessly with leading ERP systems, including Microsoft, Oracle, SAP, and more, to eliminate manual processes, remove errors, and accelerate cash flow. For more information, visit:
Vox
31-07-2025
- Vox
The surprisingly sound financial advice I got from a chatbot
is a senior technology correspondent at Vox and author of the User Friendly newsletter. He's spent 15 years covering the intersection of technology, culture, and politics at places like The Atlantic, Gizmodo, and Vice. Recently, as an experiment, I gave a bunch of my financial information to an AI chatbot. I know what you're thinking — it sure doesn't sound like the wisest move. While the large language models that power such bots are good at many things, math is not historically one of them. Still, a growing number of startups are training generative AI tools to work like financial coaches. Some of them are pretty good, too. Cleo, which bills itself as 'the world's first AI financial assistant,' got a big update that uses OpenAI's sophisticated o3 reasoning model to help users break down complex financial decisions. The app also now has the ability to remember your financial history and goals. You can even talk to the app with a new two-way voice feature. At some point, Cleo might ask you if you want to take out a loan. User Friendly A weekly dispatch to make sure tech is working for you, instead of overwhelming you. From senior technology correspondent Adam Clark Estes. Email (required) Sign Up By submitting your email, you agree to our Terms and Privacy Notice . This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. I'd been using the previous version of Cleo for a few weeks without any big breakthroughs. But when I linked my bank accounts (securely!) to Cleo 3.0, the latest version of the artificially intelligent financial assistant, I was stunned by how handy it was to ask detailed questions about my spending habits, savings goals, and retirement planning in plain English and get useful answers. The app is built on top of ChatGPT and is specifically trained to handle those kinds of questions. It's also equipped with tools to do the math correctly. In the past, only the very wealthy have been able to map out their financial futures like this. In the very near future, anyone could do it for free. There's something revolutionary about this concept. And that's not just Cleo's executives talking. A number of experts have told me that tools built on top of large language models like ChatGPT stand to transform the world of financial advice and planning. They have the ability to ingest vast amounts of your financial data, they're trained on the same materials a human financial planner might use, and they can answer an endless number of questions based on that knowledge and expertise. In the past, only the very wealthy have been able to map out their financial futures like this. In the very near future, anyone could do it for free. 'We're on the cusp of a pretty significant change in how [people] are able to use AI to help manage their finances,' said Andrew Lo, a professor of finance at the MIT Sloan School of Management. 'I don't think these apps are all ready for primetime, but nonetheless, there is a sea change between today's AI finance applications and what existed even two years ago.' Such a sea change comes with its own challenges. The arithmetic issue is one of them, although there are ways to build these apps in order to curb hallucinations. Another is ensuring the right guidance is tailored to the right user — what's called 'suitability' in the finance world. But, Lo explained, 'probably the most important and most difficult challenge is trust and ethics.' How do you ensure an AI fulfills its fiduciary duty to give you the best advice? Licensed financial advisers, who work in a highly regulated industry, can face civil or even criminal charges for failing their clients. An AI currently cannot. That means you definitely should not let an app talk you into pouring your retirement savings into meme stocks. But you might consider letting a chatbot take a peek at what you're spending on streaming services. Did you know, for instance, that canceling Apple TV+ and putting that $10 a month into an IRA could add up to over $12,000 saved in 30 years? That's a fact I learned from Cleo. The artificial lightness of banking My first brush with algorithmic financial advice was a decade ago, when I downloaded an app called Digit. The proposition was simple: You connect your bank account to Digit, which would analyze your spending and strategically slide a few dollars or cents into a savings account. I ended up saving thousands of dollars using Digit without really noticing, which was precisely the point. There's a lightness to the Digit experience. Contrast that with Mint, the now-defunct app and website that let you connect to your bank accounts and used machine learning to categorize your spending. Mint was heavy, because it required a lot of time to set up; you had to make sure all the automation was working correctly and then had to keep the settings updated as your financial situation changed. An array of finance and budgeting apps have swept in to replace Mint after its 2024 closure: YNAB, Monarch Money, Origin, to name a few. They're heavy, too, although they're increasingly incorporating AI to make things run more smoothly. Most of these apps use a service called Plaid in order to keep your financial data secure. Plaid, which is used by companies like Venmo, Robinhood, and Chime, gives the apps real-time, read-only access to your accounts so the apps never have direct access to your money. There's always the risk of a data breach, which is not unheard of in the fintech world. While Plaid has made it easier for apps to see all your balances and transactions, what people actually need from a fintech app varies widely. 'If the product can help you make a complex financial decision confidently and competently in minutes, instead of hours with a bunch of pain and stress and mental suffering, more people will use it.' — Ethan Bloch, Digit founder 'Personal finance is incredibly niche, because each person, on a set of dimensions, is a unique snowflake financially,' Ethan Bloch, the founder of Digit, told me. Bloch sold Digit to the financial technology, or fintech, company Oportun in 2021 and is currently working on a new AI-powered financial tool called Hiro, which promises to 'turn your financial data into personalized advice' through a chatbot. Bloch said that large language models have made this possible and that, like Digit, the experience can be incredibly light and feel effortless. 'If the product can help you make a complex financial decision confidently and competently in minutes, instead of hours with a bunch of pain and stress and mental suffering, more people will use it,' he said. Of course, this is assuming the AI never gets anything wrong. AI at your own risk Fintech apps are not banks — which means that even though they might handle your money or your financial data, an app like Cleo is not as heavily regulated as a chartered bank, like Chase or Bank of America. Fintech apps might require licenses to take part in certain activities, like moving money between accounts or holding balances. If an app gives investment advice, it might face scrutiny from the Securities and Exchange Commission (SEC) or state regulators. For the most part, though, there is no regulatory oversight when it comes to financial coaching, which is what Cleo does. Making sure AI-powered fintech apps don't dupe Americans was a job for the Consumer Financial Protection Bureau (CFPB), but it's unclear how much power the agency has under the Trump administration. For example, the CFPB passed a rule last year that established a set of personal financial data rights around what happens when you connect your bank account to an app like Cleo, YNAB, or Monarch Money. That rule is now being rewritten under the Trump administration, as congressional Republicans attempt to defund the CFPB altogether. Related The perils of using payment apps as your bank account 'The vision that came out of the financial crisis was that we would have a strong regulator putting consumers first, because for too long, the regulators had put banks first,' said Aaron Klein, a senior fellow at Brookings, 'and that vision has been destroyed by the Trump administration.' It almost goes without saying these days that generative AI is a new technology, and the apps using large language models for financial advice are even newer. There is not a lot of oversight of this space — there's not none — but you should be careful when entrusting your financial fate to a chatbot. The proposition is still intriguing. We've already seen AI chatbots streamline the tax-filing process, and it's increasingly clear that AI can make you better at your job, as long as it's not stealing it. It seems very possible that in the near future, AI will make it easier to make a budget and stick to it. It might help you plan better for your retirement. I am not yet asking an AI chatbot for investment advice — there is just too much downside when it comes to sensitive decisions involving large sums of money. But talking through ideas for how I might get more out of my money and then fact-checking everything the bot tells me? That makes sense. At the end of the day, I still want to talk to living, breathing experts about my big financial decisions. But for the smaller stuff, this technology could help a lot of people. It could democratize financial advice, in a sense. 'On the bright side, I think that a large number of individuals, who are currently not getting any financial advice and badly need it — they will have access to pretty good financial advice at no cost,' said Lo, the MIT professor. 'That's the promise of AI over the course of the next few months, not to mention years.'
CNET
29-07-2025
- CNET
Can You Afford That Trip Abroad? This App Tells You Before You Book
Cleo's "Can You Actually Afford That Trip?" feature acts as a reality check before booking. kuppa_rock/Getty Images When a friend suggested a girls' trip to Dublin this fall, I was more than ready to pack my bags. Traveling abroad is exhilarating, except it's terrifying when you consider the cost. Before committing to visiting the Cliffs of Moher and drinking endless pints of Guinness, I had to face the real question: Could I actually afford it without wrecking my bank account or credit? My vacation planning strategy used to be, "Looks affordable, fingers crossed." Since then, I've started using Cleo, a free AI-powered money management app that helps me track my monthly spending and save for big adventures. It also has a cool travel budgeting tool called "Can You Actually Afford That Trip?" that acts as a reality check before I book. While Cleo won't magically fund my upcoming trip to Ireland, its travel feature is helping me avoid racking up high-interest debt and keeping me from sabotaging my finances for the sake of a last-minute deal. It provides the hard truth about my finances with the clarity, honesty and personality you would only expect from… ahem… a human. Read also: I Asked AI to Help Me Travel More Sustainably. Here's What Happened Cleo helps me travel smarter, with fewer regrets CNET You might be familiar with the "fly by the seat of your pants" travel budgeting strategy: Check your balance, do some mental math, rely on your credit card and hope for the best. Cleo flips that by considering your projected travel costs alongside your regular bills and expenses. Several of my CNET colleagues have used Cleo to improve their spending decisions, noting that the AI-powered chatbot makes overall budgeting less taxing and more approachable. Instead of giving you a thumbs-up based on your account balance alone, Cleo gets a wide-angle view of your entire financial situation. When I first started planning our Dublin trip, I navigated to the travel section of my Cleo app and input the estimated trip costs, including airfare, lodging, food, excursions and souvenirs. From there, Cleo's tool delved into my linked bank accounts and credit cards, analyzing my income, upcoming bills (including my rent and loan payments), recurring subscriptions and spending patterns. It then predicted my financial situation for the period before and after the proposed trip dates. The final verdict was delivered in a part-sassy, part-supportive tone, which I appreciated. "You can swing Dublin," it said, "but maybe cool it on the daily lattes and skip splurging on shoes this month" (I've been known to impulse-buy new Adidas Gazelles on Poshmark). According to Cleo, I can afford the girls' trip — hooray! However, if I couldn't, it would've shown exactly how much I'd be in the red. That's the real value. In fact, Cleo customized its response and recommended that I tighten my spending for a few weeks to afford the cost. Not exactly glamorous, but freeing, honestly. I booked the flight with zero post-purchase dread, knowing that I'll have a great time in Ireland and still be able to pay my bills and be a responsible adult and dog mom. According to Cleo, I can afford my upcoming trip to Dublin. Macy Meyer/CNET My brutally honest travel budgeting buddy One reason I stick with Cleo is because it's intuitive and user-friendly. There's no fancy jargon or clunky dashboards. The chatbot feels more like texting a savvy friend than using a stiff budgeting tool. Cleo respects that I like to spend money because, well, I work hard. It doesn't judge, and it helps me budget more wisely. The AI app doesn't just tell you what you want to hear. It offers customized advice and guidance tailored to your needs. And instead of saying yes or no when you're planning a trip, the tool might suggest tweaks, like delaying the trip or cutting spending elsewhere, so you're making informed choices with real numbers to back them up. When it comes to my global wanderlust, Cleo has helped me curb my impulses, and not by saying "don't travel" (which would be a massive bummer). Instead, it showed me how to do it without wiping out my emergency fund or racking up a credit card balance. Should you try Cleo for travel budgeting? If you love to travel, but always come home from a dream trip with debt, Cleo could be worth adding to your toolkit. For some folks, a private chatbot on an app can feel less intimidating than talking about money with a real person. Still, handing over your banking info to AI isn't for everyone. If you're not comfortable sharing your financial details with an app, Cleo might not be the best fit. Before signing up, always read the privacy policy and understand what data you're sharing with the company. Also, it's important to remember that AI chatbots can be wrong. AI-generated answers should be fact-checked with expert sources in case the tool is hallucinating, pulling results from dubious sources or generating false information. For a real-world case study, explore this piece by CNET's Katie Collins, who tested the accuracy of travel-specific AI services in a city she knows inside and out. I'm counting down the days to Dublin. This time, I know I can afford the pubs and still pay my bills when I get home. For more AI Tips, explore these AI essentials you need to know and how to use AI to get better at playing guitar.
