BlueLight

AUGUST 21, 2020

Financial Advice for Startups I recently spoke with finance leaders from a couple dozen startups. Their expertise ranged from seed stage start-ups, where the CEO also served as the in-house finance leader, to growth stage companies where an in-house CFO monitored the entity’s current and future financial health.

Planning 52

Planning Startups Marketing CFO 52

BlueLight

MAY 1, 2020

Medium size company: CFO has a Controller as a direct report to handle the day-to-day financial operations and reporting. Early-stage startup: Focused on finding product market fit, limited financial information to work with. The CEO outsources accounting to a third-party accounting firm and may conduct simple FP&A.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

The Finance Weekly

AUGUST 30, 2022

For all of these reasons, more and more companies- including small businesses and even startups- are looking for FP&A solutions to help them stay ahead of the competition. Datarails won 1st place in the financial newspaper , Globes’ Most Promising Startup of 2021 award, selected by 63 venture capital funds.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Analyzing Data Budgeting Startups 95

BlueLight

JUNE 5, 2020

Some startups are thriving in this situation and some startups are fighting for survival. Either way, the business environment is changing rapidly and this typically means startup founders and their boards are communicating much more frequently than in a “business as usual” situation.

Startups 52

Startups Technology Investments Finance 52

Spreadym

AUGUST 10, 2023

When choosing the best financial reporting software solution, it's important to consider factors such as ease of use, scalability, integration with existing systems, compliance with accounting standards, cost, customer support, and any unique requirements your organization might have.

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) Accounting Standards CFO 52

The Finance Weekly

AUGUST 18, 2024

million of which came from a Series A round in 2023—Runway simplifies financial modeling, planning, and reporting. It integrates beautifully with various tools, including the up-and-coming accounting startup, Puzzle. million in funding—$27.5 It offers a fresh alternative to those clunky spreadsheets we all love to hate.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Prioritization 52

The Finance Weekly

APRIL 13, 2024

Conversely, business finance software caters to the more complex financial needs of businesses, offering tools to track income and expenditure, generate financial reports, and handle accounts receivable and payable effectively. Contact Their sales team for a custom quote. Key Features Powerful reporting and KPIs.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Invoicing Budgeting 52

CFO Talks

MARCH 14, 2024

The CFO can lead initiatives to implement systems that provide a unified view of the organization’s performance, making it easier for all departments to align their actions with the company’s financial and strategic objectives. Building Flexible Financial Models: The ability to quickly adapt to changes is a competitive advantage.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Barry Ritholtz

JANUARY 30, 2024

You wanna open an account with $10,000, you can and a person can talk to you about it. But the process of opening the account, funding it, onboarding it, all the labor intensive human activities, that a $10 million client wants someone holding their hands, you guys have come up with a really, really great set of technologies to automate that.

Investments 59

Investments Technology Leadership Marketing 59

Onplan

NOVEMBER 30, 2022

OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Users report that locked versions change as accounts, level structures, or simple formula calculations change, which can be frustrating for less tech-savvy budget owners. Customers success. Final thoughts on Anaplan.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

The Finance Weekly

JULY 31, 2023

Artificial Intelligence (AI) is gradually revolutionizing various industries, including the field of accounting and finance. With the emergence of , AI tools and Large Language Models (LLMs) like ChatGPT, Google Bard, and BERT, professionals in these fields can benefit from enhanced capabilities and streamlined processes.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52