CFO Talks

MARCH 6, 2025

Hand Over the Numbers and Focus on What Matters Lets be honest, handling finances isnt everyones favourite job. If you’re spending hours every week trying to manage your books, chase invoices, or figure out tax rules, youre not focusing on what mattersgrowing your business. Finance isnt just about adding up numbers.

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Numbers Finance Accounting Invoicing 52

PYMNTS

DECEMBER 14, 2020

The problem with this strategy, however, is that when every company is looking get paid more quickly but pay their own invoices later, B2B buyers and vendors quickly find themselves in a position in which their own cash flow goals contradict each other. Many Moving Parts. That's error-prone, very static, and takes a lot of time.".

Accounts Payable 123

Accounts Payable Cash Flow Forecasting Invoicing Prioritization 123

PYMNTS

FEBRUARY 8, 2019

Financial data technology firm Validis is rolling out a new solution designed to automate month-end reconciliation processes for small business lenders and invoice financing firms. 7), Validis said it has rolled out DataShare Reconciliation for small business lenders offering Confidential Invoice Discounting (CID).

Invoicing 46

Invoicing Reconciliations Concentration Financial Data 46

PYMNTS

MARCH 14, 2019

That data connectivity is a key component of the firms’ integration, with Cleo Integration Cloud allowing firms to streamline the flow of data from external systems and interactions, such as with suppliers, customers and partners.

Financial Data 56

Financial Data Invoicing Finance Sales 56

CFO Share

JUNE 18, 2024

As your business grows and success becomes more tangible, the complexities of managing your finances increase as well. Whether you’re working with a bookkeeper or virtual bookkeeping services , adopting advanced techniques can significantly improve your financial management. Purchasing – validates accounts payable invoices.

General Ledger 105

General Ledger CFO Accounts Payable Financial Data 105

Navigator SAP

FEBRUARY 17, 2022

Benefits of Cloud ERP in Finance Departments and Other Business Functions Cloud ERP software simplifies operations by allowing your business to centralize documents, create templates, automate and streamline processes, and track manufacturing and distribution progress in real time.

SAP 130

SAP Invoicing Compliance Manufacturing 130

CFO Leadership

JANUARY 5, 2024

We heard from numerous finance leaders and experts at SuiteWorld 2023, NetSuite’s annual user conference, and they were brimming with fresh and challenging ideas that can help companies right now. High-impact areas to automate include invoice processing, the financial close, and internal controls. Here’s a sampling.

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CFO Invoicing Cash Management Leadership 97

PYMNTS

MARCH 4, 2020

The enterprise resource planning ( ERP ) system has been a staple of corporate finance operations for years, acting as a central repository of data and a hub to initiate a range of processes, from accounting to procurement. He pointed to financial reporting as one example of this shift. The ERP’s Role in a FinTech World.

Cash Flow Forecasting 104

Cash Flow Forecasting Accounts Payable General Ledger Corporate Finance 104

The Finance Weekly

APRIL 13, 2024

Every modern enterprise, regardless of size, requires finance software to manage various aspects of its financial health. This includes tracking past financial activities, ensuring compliance and reporting, as well as forecasting future financial scenarios for better budgeting.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

MARCH 13, 2025

Establish clear approval processes for all financial transactions, including vendor payments and employee reimbursements. Pro Tip: Leverage expense approval tools to ensure all vendor invoices and credit card transactions are reviewed and approved at the appropriate levels. Do You Struggle to Make Sense of Your Financial Statements?

Nonprofit 52

Nonprofit Auditing Compliance Leadership 52

CFO News Room

DECEMBER 2, 2022

Frances’ focus on key metrics to measure and assess performance and growth play a crucial part in this even though, as she admits, certain metrics don’t necessarily fall within the scope of traditional finance. Likewise, presenting financial data at board meetings needs to be a lot more detailed and technical. . “I

Technology 130

Technology CFO Benchmarking Numbers 130

PYMNTS

FEBRUARY 14, 2017

. “The analytics side of SaaS businesses was really new, and people didn’t really understand how to interpret the data. ” In response, SaaSOptics decided to meld its analytics solution into other parts of its offerings like invoicing and payments. The education part of the market was still going on.”

Financial Data 53

Financial Data Forecasting B2B Auditing 53

PYMNTS

FEBRUARY 9, 2018

Invoice financing company MarketInvoice is enhancing its product offering through a new collaboration with Euler Hermes. MarketInvoice said it is also integrating a risk mitigation solution that analyzes financial data to help businesses make better decisions about customers with which they choose to trade.

Invoicing 40

Invoicing Risk Analysis Credit Risk Financial Data 40

PYMNTS

MAY 21, 2018

Small business invoice financing platform Fundbox is targeting the events industry through a new partnership with Eventbrite. Fundbox underwrites financing using financial data of customers using Eventbrite, including sales history. According to U.S.

Finance 46

Finance Invoicing Entertainment Leverage 46

Future CFO

AUGUST 1, 2023

The rise in digital transformation (DX) initiatives and the adoption of mobile technologies have also contributed to the demand for cloud-based financial applications in Asia/Pacific. Companies are increasingly seeking secure and compliant solutions to manage their financial data.

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Invoicing General Ledger Reconciliations Budgeting 98

The Finance Weekly

NOVEMBER 20, 2023

AI is , transforming the finance sector, especially in financial planning and analysis (FP&A). AI integration in their FP&A function brings various positive outcomes: AI algorithms boost efficiency by swiftly handling large amounts of financial data, reducing the , risk of errors , and enhancing data integrity.

Financial Planning and Analysis (FP&A) 52

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

Global Finance

JUNE 6, 2024

The company’s Halan superapp offers remote access to consumers for the entire Halan product and service ecosystem, including small- and micro-business lending, payments, investment products, e-commerce, and consumer finance solutions like savings and buy-now-pay-later products.

Technology 59

Technology Invoicing Finance Compliance 59

PYMNTS

FEBRUARY 20, 2020

Xero, Square Integrate For Faster Invoice Payments. In another FinTech integration announcement , small business accounting platform Xero announced that payments company Square will support connectivity that allows invoices sent via Xero to include built-in Square payments functionality. Simply Completes First Open Banking Funding.

Accounting 87

Accounting Banking Invoicing Sales 87

PYMNTS

MARCH 20, 2018

percent) of SMBs that said they never used a non-bank to access financing said they would be interested in doing so in the future. Alternative lending options, including debtor finance and P2P lending, offer SMEs the chance to fund growth without using property as security,” explained Scottish Pacific CEO Peter Langham in a statement.

Finance 47

Finance Banking Invoicing Financial Data 47

PYMNTS

SEPTEMBER 12, 2018

There is no shortage of FinTech firms that have emerged since the 2008 financial crisis aiming to facilitate access to small business capital, many of which target supplier and invoice financing specifically. ” In other words: more affordable financing. “This is not expansion money they’re using.

Finance 40

Finance Accounts Payable Invoicing Reconciliations 40

PYMNTS

OCTOBER 26, 2018

company’s cloud-based offering aims to help small businesses make more agile decisions, while also linking its tools to small business accountants, not only to analyze historical financial data, but to help SMBs to look ahead. Nisa Finance. million awarded went to Nisa Finance, however.

Foreign Exchange 77

Foreign Exchange B2B Invoicing Startups 77

PYMNTS

SEPTEMBER 12, 2018

Alternative small business finance comes in many forms as FinTechs target SMB cash flow. Considering cash flow woes are often linked to long payment terms for corporate customers, many of these AltFin players are emerging with financing products designed to target this particular weak point in small business finance.

Finance 40

Finance Accounts Payable Invoicing Reconciliations 40

Future CFO

MARCH 10, 2024

Editor’s note: Automation can work wonders but it can also create challenges for the finance function. Sarita Singh, Regional Head & Managing Director, Southeast Asia, India, Greater China, Stripe FutureCFO: What are the major challenges facing CFOs and the finance function in 2024 in terms of automation? a decade earlier.

Finance 52

Finance Invoicing Technology Cost Management 52

PYMNTS

JANUARY 16, 2020

Open banking and its promise of more elasticity in finance is enabled by application program interfaces (APIs) — lines of code that execute everything from simple peer-to-peer (P2P) transfers to industrial-sized B2B real-time payments. As the industry marks two years since open banking’s U.K.

B2B 53

B2B Finance Banking Cash Management 53

PYMNTS

JANUARY 15, 2021

Accounts payable (AP) and accounts receivable (AR) personnel could no longer be in the office to handle paper, giving rise to the discussion of migrating away from physical invoices and other documents in favor of digital, automated solutions. In reality, however, paper continues to circulate in AP and AR departments.

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B2B Invoicing Accounts Payable Prioritization 73

PYMNTS

JANUARY 18, 2021

In addition to an enhanced user experience and seamless functionality, corporate and small business end-users are looking for financial services that can provide greater control over and visibility into finances — particularly in such volatile times. Marrying AP With Banking. AP is simply a workflow," said Wheldon. "It The New ERP?

Accounts Payable 66

Accounts Payable Banking Invoicing Corporate Finance 66

CFO Thought Leader

JULY 19, 2024

Together, we delve into his career journey and the foresight that led him to identify a significant opportunity in finance automation. At the core of Tal’s entrepreneurial vision is a keen awareness of the inefficiencies in traditional finance operations. I think rightfully so. And there’s a few different opportunities.

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Leverage Finance Invoicing Forecasting 40

Future CFO

DECEMBER 17, 2023

SAP Concur has revealed key 2024 predictions for finance by its executives. For the upcoming year, AI is the connecting thread among SAP Concur executives’ predictions, the firm said, adding that AI is changing how all business is conducted, and travel, expense, and invoice (TEI) management is no exception.

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SAP Finance Budgeting Data Analysis 52

PYMNTS

FEBRUARY 5, 2018

The discussion around sharing financial data today is most often in reference to major industry happenings, like PSD2, Open Banking and the sudden influx of APIs in the financial services space. “Stand-alone businesses are concerned with their own financials,” he said. ”

Finance 43

Finance Financial Data Invoicing Communication 43

Future CFO

MAY 24, 2020

The modern CFOs bear the traditional and constant struggle to ensure that the company has sufficient working capital to keep the business going, while being fully compliant with all statutory and regulatory requirements relating to finance matters. How the tax and finance function is evolving. Best-in-class versus best-in-cost.

Finance 52

Finance Compliance Restructuring Tax Planning 52

Global Finance

SEPTEMBER 9, 2024

That means corporate treasurers are collaborating closely with other business units and leveraging data and analytics to supply critical insights into finance and risk issues and improve cash flow. The post The Treasury Function Gets Strategic appeared first on Global Finance Magazine.

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Treasury Cash Flow Forecasting Forecasting Cash Management 97

The Finance Weekly

MARCH 5, 2024

The responses were enlightening, and we are excited to share our findings, highlighting the aspects that matter for finance departments and how the IT mindset has shifted around software implementations over the past three years. Numerous solutions were proposed, prompting us to categorize them according to their business verticals.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

The Finance Weekly

NOVEMBER 13, 2024

It's crucial for small businesses to maintain good cash flow by managing finances and staying updated on Accounts Receivable (AR). Effectively handling AR means keeping track of customer invoices and making sure payments are collected on time. The main goal of managing AR is to make sure that you collect unpaid invoices on time.

Accounting 52

Accounting Invoicing Accounts Payable Budgeting 52

PYMNTS

MARCH 20, 2020

But Michael Ellis, head of commercial at Equiniti Group’s EQ Riskfactor , said the market is also quickly discovering that lenders themselves can benefit from unlocking data to improve SMB financing operations, and the U.K.’s A Win-Win for Banks and SMBs. ” The U.S.’s ’s Open Banking Path.

Banking 93

Banking Finance Invoicing Risk Management 93

PYMNTS

JANUARY 3, 2020

Yet, the vast majority of small firms in India remain underbanked, according to SOLV CEO Nitin Mittal, who recently told PYMNTS that opportunities to drive B2B eCommerce in India are not only vast, but open doors to support digitization and financial inclusion for SMBs. Alternative Financial Data.

Invoicing 48

Invoicing B2B eCommerce Finance 48

PYMNTS

JULY 23, 2019

But when SMB suppliers land a contract with a large corporate buyer, they are often forced to accept whichever payment terms and habits that customer imposes upon the buyer-supplier relationship, and unfortunately, that often means delayed and even late invoice payments for a vendor. In the U.S., The firm, which announced a $33.6

Accounts Payable 58

Accounts Payable Invoicing B2B Accounting 58

PYMNTS

MARCH 19, 2020

It’s what enabled HostBooks to recently announce the launch of its mobile app, a key feature for SMBs that must gain access to financial data regardless of location, said Rana. “It is not efficient or smart to have separate accounts to track bills, invoices, payroll, expenses and more,” he noted. ”

Accounting 62

Accounting Invoicing Accounts Payable Financial Data 62