Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 98

Communication Startups Planning Compliance 98

Navigator SAP

FEBRUARY 17, 2022

Automating and streamlining tasks related to budgeting, cost and cash management, activity-based costing, and other accounting or finance functions also helps ensure compliance with financial regulations. Manufacturing ERP is designed to optimize efficiency in quality and compliance.

SAP 130

SAP Invoicing Manufacturing Compliance 130

VCFO

MARCH 9, 2023

So how did Schoox move from a startup with a bold vision to a strong and rapidly growing organization with now more than 2,000 customers and 20 million learners around the world? The post From Startup to Sustainable Success– How Schoox Did It appeared first on vcfo. At vcfo, our mission is always to make your company stronger.

Startups 58

Startups Leadership CFO Leverage 58

CFO Plans

OCTOBER 15, 2024

For small businesses, the challenge is unraveling these regulations and implementing effective compliance measures. Embracing business tax compliance solutions tailored to the specific needs of small enterprises can help avoid costly penalties and ensure seamless operations.

Compliance 52

Compliance CFO Startups Risk Management 52

PYMNTS

MARCH 23, 2016

FS must leverage the FinTech ecosystem.”. The R3 effort aims to explore how these financial institutions can work with the R3 startup group. The bank compared early venture capital investments in blockchain to the funding patterns seen in Internet startups in the 1990s. The free lunch is over,” PwC concluded. “FS

Startups 50

Startups Banking Compliance Leverage 50

The Finance Weekly

FEBRUARY 22, 2023

A startup usually can't afford to establish a complete finance organization with accountants, controllers, planners, and tax specialists right from the beginning. To establish an effective finance function for a startup, the process can be divided into three stages.

Startups 52

Startups Finance CFO Forecasting 52

PYMNTS

FEBRUARY 28, 2018

The whole point of startups is to do things differently than mainstream players, and that is exactly what these companies are doing with automation, interoperability and digital currency initiatives. Why are one startup’s customers calm in the face of Visa’s upcoming new chargeback rules? Chargehound. Jewel Paymentech.

Startups 40

Startups Currencies Accounts Payable Invoicing 40

PYMNTS

APRIL 29, 2020

Surecomp noted the solution was developed in partnership with banks, meaning it supports compliance and security while integrating directly into FIs’ back offices. And so, it’s predicated on those with big balance sheets and data able to leverage their positions, versus the startups and those it was designed to foster.”

Banking 95

Banking Foreign Exchange Invoicing Finance 95

PYMNTS

APRIL 23, 2020

Cannabis operations that partnered with Hypur to leverage the company’s financial technology can tap into the digital HypurPay app to access a safer and more convenient payment environment. In separate news, WAYV, the cannabis logistics startup, rolled out a payment solution for the cannabis supply chain last December.

Risk Management 72

Risk Management Compliance Leverage Startups 72

PYMNTS

DECEMBER 10, 2018

The blockchain team is a startup within Facebook, with a vision to make blockchain technology work at Facebook scale,” the ad said. “We’re Do you want to use data to influence product decisions for products leveraging fascinating blockchain technology? Do you like working with data?

Risk Management 70

Risk Management Compliance Leverage Startups 70

PYMNTS

SEPTEMBER 29, 2020

29) announced a deal for the AML platform of Beam Solutions , a San Francisco-based startup that focuses on transaction monitoring and helping financial companies comply with KYC regulations. The Palo Alto-based firm on Tuesday (Sept. The announcement comes on the heels of Jumio’s Sept. That’s the real promise of this partnership.”.

Compliance 61

Compliance Leverage Startups Numbers 61

CFO Plans

SEPTEMBER 24, 2024

An outsourced CFO leverages these tools to streamline your financial processes, making your accounting more efficient and accurate. Expert Startup Financial Consulting Startups face unique financial challenges, and startup financial consulting is essential for navigating these hurdles.

CFO 52

CFO Startups Compliance Accounting 52

CFO Plans

SEPTEMBER 24, 2024

Operational accounting services offer crucial support, ensuring financial health and compliance. By leveraging advanced software, businesses can streamline their accounting processes, reduce errors, and save valuable time. A tech startup might benefit from R&D tax credits, reinvesting savings into further innovation.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

PYMNTS

JULY 3, 2018

In the life of a startup, there’s no better news than growth, be it across new verticals, devices or geographies. As startups such as DadeSystems , FitPay and Jewel Paymentech expand across devices and functions, Tipalti , AvidXchange and Emailage announce new growth for their local, national and global footprints. AvidXchange.

Startups 40

Startups Compliance Currencies Leverage 40

CFO Plans

SEPTEMBER 24, 2024

Effective tax planning and accounting are not just about compliance; they are about unlocking opportunities for growth and stability. For instance, consider a local bakery that leveraged financial advisory services to streamline their expenses and increase profitability by 20% within a year.

Tax Planning 52

Tax Planning Accounting Planning Budgeting 52

CFO Plans

NOVEMBER 4, 2024

For financial services firms, these assessments are particularly crucial in navigating regulatory environments and ensuring compliance. A noteworthy example is a financial services provider that leveraged cutting-edge ROI analysis tools to assess the impact of their investments.

CFO 52

CFO Cost Management Leverage Planning 52

PYMNTS

OCTOBER 16, 2020

Venture capital funding landed at startups focused on accounts payable (AP) and cybersecurity this week — with one payables startup raising $23 million in funding. million) landed by the firm in October of last year, EU Startups reported. Qatalog notched approximately €12.7 million (about $14.86 million (about $3.4

B2B 69

B2B Accounts Payable Management Consulting Startups 69

CFO Plans

JULY 25, 2024

With features like automated tax calculations, compliance checks, and detailed reporting, manufacturing businesses can ensure they meet all regulatory requirements while optimizing their tax liabilities. Discover tailored accounting solutions for your startup. This not only saves time but also minimizes the risk of costly errors.

Manufacturing 52

Manufacturing Accounting CFO Startups 52

CFO Plans

AUGUST 9, 2024

Modern businesses need comprehensive financial strategies that ensure compliance, drive growth, and improve efficiency. By leveraging the expertise of seasoned financial professionals, companies can gain strategic insights without the overhead costs of a full-time CFO. Leverage remote accounting support for your global business.

Accounting 52

Accounting Tax Planning CFO Startups 52

CFO Plans

AUGUST 30, 2024

Leveraging technology to streamline accounting processes is no longer a luxury but a necessity. Regulatory Compliance in Real Estate Keeping up with ever-changing tax laws and regulations can be daunting, especially in the real estate sector where compliance is crucial. Get expert assistance to stay compliant with ease.

Accounting 52

Accounting CFO Compliance Leverage 52

PYMNTS

MARCH 29, 2019

To that end, Passbase , a digital identity (ID) startup based in London, has focused on serving as “the Stripe of user identification,” as noted in an analogy by Co-founder and COO Dave McGibbon during an interview with Karen Webster. However, the two sides of any given transaction may never see one another, so trust is crucial.

Compliance 68

Compliance Startups Risk Management Leverage 68

CFO Plans

MAY 16, 2024

Learn How to Leverage Real-Time Data Cost-Effective Accounting Solutions for Businesses Traditional accounting software often requires significant upfront investments in hardware and licenses, along with ongoing maintenance costs. Additionally, these platforms often include features that help ensure compliance with industry regulations.

Accounting 52

Accounting Compliance Manufacturing Financial Data 52

CFO Plans

OCTOBER 4, 2024

Accounting Automation for Startups: The Secret Weapon For tech startups, accounting automation is like having a secret weapon. By embracing accounting automation for startups , tech companies ensure their financial data is always on point, setting the stage for sharp decision-making.

Management Consulting 52

Management Consulting Risk Management CFO Startups 52

PYMNTS

SEPTEMBER 6, 2019

Startups in India saw the majority of that activity, while France and the U.S. But it was a Singapore startup building out a holistic suite of small business financial services that landed the largest round this week, by far. In the waning days of summer, venture capitalists appear to be in a lull: only $51.2

B2B 62

B2B Invoicing Accounts Payable Startups 62

CFO Plans

AUGUST 23, 2024

A Fractional CFO leverages their in-depth knowledge of tax laws to ensure compliance and identify opportunities for tax savings. Case Study: A mid-sized tech startup saved $50,000 annually through strategic tax planning led by their Fractional CFO, enabling them to reinvest in product development.

CFO 52

CFO Tax Planning Leverage Budgeting 52

PYMNTS

FEBRUARY 22, 2019

But, in fact, banks and FinTechs may make for the perfect marriage, as each works to leverage their unique strengths and opportunities. The relationship between FinTechs and banks has been complicated, with relatively young upstarts competing with established financial institutions in a new and growing world of digital payments and commerce.

Banking 82

Banking Accounts Payable Treasury Compliance 82

CFO Plans

JUNE 14, 2024

It’s about leveraging financial insights to drive strategic decisions and elevate your business to new heights. Success Story: A growing tech startup engaged virtual CFO services to navigate their financial planning and budgeting. The startup was able to scale effectively while maintaining financial stability.

Accounting 52

Accounting Manufacturing CFO Tax Planning 52

Future CFO

MARCH 30, 2021

Except that in the case of startups, they try and cover the challenges of improving product profitability, talent recruitment and retention, scalable risk management and compliance strategies with a limited (and many times shrinking) pool of funding. Compliance with financial regulations. Compliance with financial regulations.

Compliance 40

Compliance Risk Management Startups Leverage 40

The Charity CFO

APRIL 18, 2024

These challenges include financial issues, data security compliance, and talent retention problems. Compliance with Evolving Regulations Nonprofits are no strangers to regulatory and compliance issues. Strategies to Leverage Data and Keep it Safe There are several ways to use technology while also ensuring data security.

Nonprofit 52

Nonprofit Compliance CFO Leverage 52

CFO Share

OCTOBER 3, 2024

Additionally, you must budget for ongoing compliance and administration. Navigating these regulations without local expertise can lead to compliance issues and potential legal liabilities. Advantages Easy: The agency handles hiring, payroll, compliance, and other HR-related functions, freeing you from complex administrative tasks.

Cost Management 52

Cost Management Compliance Startups Budgeting 52

Spreadym

JULY 21, 2023

The objective of digital transformation is to modernize and improve the efficiency, agility, and customer experience in the financial industry by leveraging technology and data-driven solutions. Data-Driven Decision-Making : Leveraging data analytics to gain valuable insights into customer behavior, financial trends, and market dynamics.

Finance 52

Finance Prioritization Compliance Leverage 52

CFO Plans

SEPTEMBER 6, 2024

For many businesses, especially startups and small to medium-sized enterprises, hiring a full-time Chief Financial Officer (CFO) can be financially daunting. This approach allows businesses to leverage top-tier financial strategy and planning without the overhead costs of a full-time executive.

CFO 52

CFO Startups Tax Planning Planning 52

CFO Plans

SEPTEMBER 24, 2024

By leveraging the cloud, businesses can access their financial data anytime, anywhere. Get started with payroll and accounting services at CFO Plans Stay Compliant with Financial Compliance Services Compliance is a critical aspect of financial management.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

PYMNTS

JANUARY 26, 2020

Swiss banking software firm Temenos is partnering with London accounting API startup Codat , Temenos announced on Friday (Jan. Temenos will leverage Codat’s functions to magnify its business banking contribution. . I am very pleased to welcome Codat to the Temenos community.

Banking 52

Banking Compliance Leverage Accounting 52

CFO Plans

AUGUST 2, 2024

With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness. The decentralized nature of blockchain can also streamline processes such as financial reporting for startups, making them more reliable and efficient.

Technology 52

Technology Accounting CFO Tax Planning 52

PYMNTS

JUNE 21, 2018

They are moving away from the old-fashioned “check box” approach to compliance, instead favoring a risk-based approach, as per the U.S. IdentityMind Global CEO Garrett Gafke said that traditional players are taking a leaf out of FinTech’s book and exploring automation around compliance, leveraging digital identities to reduce risk.

Compliance 51

Compliance Banking Leverage Startups 51

PYMNTS

SEPTEMBER 11, 2019

Consumers have reason to be concerned, especially when choosing which mobile services to trust with their personal finances, and many may resultantly prefer to use apps from major financial companies with long-established reputations over those from fledgling startups. Such caution presents a high bar that app-based startups must overcome.

Securities 45

Securities Startups Compliance Budgeting 45