The Finance Weekly

FEBRUARY 22, 2025

It is a cloud-based FP&A solution aimed at reducing reliance on traditional spreadsheets and manual data entry. Primarily built for large enterprises and growing mid-sized businesses, the platform supports finance teams in budgeting, forecasting, workforce planning, and financial close processes. Who Its Meant For?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

Future CFO

JUNE 24, 2024

It took me years to be skilled in financial planning and analysis. Not every finance professional can be sharp enough to detect key highlights and provide analysis for the financial statements. The balance sheet and key financial ratios should tell the strengths and problems of the Company. Yes and No.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

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. Operations – validates inventory records.

General Ledger 105

General Ledger CFO Accounts Payable Financial Data 105

FISPAN

JANUARY 12, 2022

How FISPAN sees the importance of data and how to grow beyond the point of data aggregation. How data will be delivered and received from FISPAN and the third-party partners we work with. Financial institutions (FIs) are under pressure to drive innovation in financial data access for the commercial banking space.

Reconciliations 96

Reconciliations Banking Securities Leverage 96

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

Future CFO

MAY 23, 2024

Information services company Wolters Kluwer launched its AI-powered CCH® Tagetik Intelligent Platform , designed to digitally transform the efficiency, accuracy, and strategic ability of the office of the chief financial officer. The post Wolters Kluwer launches AI-powered platform for Finance appeared first on FutureCFO.

Finance 52

Finance Reconciliations Forecasting Financial Data 52

Bramasol

MAY 6, 2022

In too many instances, as CIOs and CFOs implement new software to improve finance processes, the expediency of getting systems up and running quickly can create isolated silos of inefficiency across the enterprise-wide technology landscape. Need for ongoing data manipulation and reconciliation between systems.

SAP 65

SAP Finance Reconciliations Leverage 65

Jedox Finance

SEPTEMBER 29, 2021

Having a separation between financial planning and sales planning limits the ability to accelerate those skills. Data Silos – Sales data and financial data are separated, making reconciliation between those sources difficult.

Financial Planning and Analysis (FP&A) 124

Financial Planning and Analysis (FP&A) Sales Forecasting Reconciliations 124

Simply Treasury

JUNE 3, 2021

The digitalization of the treasury function, itself part of the modernization of the finance function, was ranked second. Here again, it seems to us that the need to dematerialize, digitize and automate is logical to make companies more resilient and efficient in their financial management.

Cash Flow Forecasting 130

Cash Flow Forecasting Treasury Forecasting Foreign Exchange 130

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

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.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

PYMNTS

JANUARY 21, 2021

“Thanks to this agreement, we can now offer JAGGAER customers and their suppliers improved tracking, reconciliation and speed of processing or receiving cross-border transactions in 134 currencies,” JAGGAER CEO Jim Bureau said in the announcement. US CFOs Consider How to Use Cash Reserves.

B2B 85

B2B Banking Reconciliations Currencies 85

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

CFO Talks

SEPTEMBER 5, 2024

It’s essential to engage with various stakeholders—including finance teams, auditors, and even IT professionals—to identify the specific needs that your system must address. A user-friendly interface can significantly reduce the learning curve and increase the system’s adoption rate among your finance team.

IFRS 98

IFRS GAAP Compliance Reconciliations 98

Future CFO

AUGUST 3, 2021

A recent virtual roundtable, titled “ Creating and Mastering Financial Agility ,” looked to find out how well ASEAN financial leaders mastered financial agility during the pandemic. The region stopped operating on previous market assumptions; new risks involving personal and country legislation impacted financial models.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 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. Carrere says.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

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

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. .” ” In other words: more affordable financing.

Finance 40

Finance Accounts Payable Invoicing Reconciliations 40

PYMNTS

JANUARY 22, 2021

For Ori Franco, chief financial officer at digital-first, female-focused healthcare service Nurx , the pandemic created an opportunity to initiate changes that were not previously considered as areas of potential optimization. That's not something you typically think about from a finance organization," he said.

Healthcare 74

Healthcare B2B Prioritization Accounts Payable 74

PYMNTS

JUNE 19, 2020

Supply chain financing company Greensill revealed its acquisition of Colombia-based Omni, a small- to medium-sized business (SMB) lender that will enable Greensill to strengthen its Latin American footprint. It was a big week for B2B FinTech startups in Latin America.

B2B 73

B2B Startups Reconciliations Accounting 73

https://trustedcfosolutions.com/feed/

FEBRUARY 11, 2023

Having the right strategies in place helps open up new opportunities while preventing major roadblocks in your financial reporting. Continue reading to learn about our tips for achieving a faster, more accurate close, and how Sage Intacct grants finance teams the freedom to focus on higher-value initiatives.

Accounts Payable 62

Accounts Payable Reconciliations Leverage CFO 62

Spreadym

JULY 10, 2023

Here are the typical steps involved in the financial close process: Pre-Close Activities: This phase involves preliminary activities to prepare for the close process, such as reviewing account reconciliations, ensuring the completeness of transactions, and resolving any outstanding issues or discrepancies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

PYMNTS

NOVEMBER 4, 2016

But as finance and payments tech expands, these traditional FIs are learning that perhaps the best way to meet the demands of their corporate clients isn’t to compete with FinTech innovators but to collaborate with them. “We’re leveraging technology to really try and make that as simple and as easy to implement as possible.”

Treasury 79

Treasury B2B Leverage Reconciliations 79

Bramasol

JULY 26, 2024

Some of the key challenges include: Complexity and Volume of Data : Handling large volumes of financial data spread across multiple systems increases the complexity of consolidation and reconciliation. Multiple Regulatory Compliance Mandates: Meeting regulatory requirements (e.g.,

SAP 80

SAP IFRS GAAP Compliance 80

Planful

JANUARY 11, 2022

To get you started, here are 5 ways you can use AI to transform finance and 5 ways AI can speed your move away from yesterday’s technology for a total of 10 tips you can put to work today. If AI or AI in Finance is a new concept for you, here are some other important terms to know: Artificial intelligence (AI): . Essential Terms.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

The Charity CFO

OCTOBER 9, 2024

Generally Accepted Accounting Principles, or GAAP , is a set of standardized accounting rules and guidelines that govern how you report financial information. For nonprofits, GAAP ensures transparency, accuracy, and consistency in financial statements. Use data exports and reports to bridge the gap between the two systems.

Accounting 52

Accounting GAAP Nonprofit Accounting Principles 52

PYMNTS

JANUARY 26, 2017

Cross-border payments, trade finance, smart contracts — blockchain has the potential to disrupt B2B processes, but FinTech players are only beginning to take these concepts onto a real-world stage. For one firm, Finlync , the key to unlocking the potential of blockchain in B2B processes is unlocking the underlying data of that activity.

SAP 57

SAP Invoicing Reconciliations B2B 57

Adam Kae

MAY 30, 2023

Today, we delve into the captivating realm of financial automation and explore how it can revolutionize the way we manage our agency's finances. As the digital landscape continues to evolve at an unprecedented pace, it becomes crucial to optimize our operations and streamline financial processes. We meet virtually.

Marketing 52

Marketing Invoicing CFO Reconciliations 52

CFO Talks

SEPTEMBER 17, 2024

Building Robust IT Systems for Financial Reporting As financial operations become increasingly complex, having the right IT infrastructure in place is no longer just a back-office necessity—it’s a strategic advantage. Cloud-Based Solutions: Cloud technology allows CFOs and their teams to access financial data anytime, anywhere.

Financial Reporting 52

Financial Reporting Auditing CFO Compliance 52

Bramasol

MAY 13, 2024

Another key reason you should pay attention to activities at the PCAOB and AICPA is to stay abreast of potential future decisions that could impact your systems and processes for tracking, collecting, analyzing and reporting key financial data.

Auditing 84

Auditing Compliance SAP Accounting Standards 84

CFO Plans

SEPTEMBER 24, 2024

Did you know that businesses can reduce their financial management costs by up to 40% with the right accounting solutions? In today’s fast-paced business environment, managing your finances efficiently is paramount to success. By leveraging the cloud, businesses can access their financial data anytime, anywhere.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

The Charity CFO

JULY 19, 2024

But did you know there are a variety of financial professionals that are essential to the financial well-being of an organization? Bookkeepers, accountants, and Chief Financial Officers (CFOs) all serve critical roles in managing an organization’s finances. Do You Struggle to Make Sense of Your Financial Statements?

CFO 52

CFO Accounting Nonprofit General Ledger 52

PYMNTS

JANUARY 26, 2018

Corporate accounting software is now a continually evolving space, but progress doesn’t occur in a vacuum: External forces and trends, from changing regulations to increased adoption of FinTech by the enterprise, force businesses to adjust how they record and report financial data. Open Banking initiatives in the EU, U.K.,

General Ledger 47

General Ledger Benchmarking Reconciliations Accounts Payable 47

PYMNTS

JUNE 28, 2019

The $1 million in Seed funding for India-based Recko will help the firm grow its payments reconciliation solution for companies in the banking, lending, insurance, eCommerce and telecom industries. Small business lending startup Lulalend is driving alternative finance growth in South Africa, and just announced $6.5

Valuation 43

Valuation Reconciliations B2B Startups 43

The Finance Weekly

MARCH 13, 2022

Because Finance forms the backbone of any business. Here are some examples of shining up-and-coming companies that sell to finance departments, as well as what their VCs had to say about them. For the first time, all financial data is uploaded to the cloud, providing continuous agility and content sharing.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Investments CFO Accounts Payable 52

The Finance Weekly

OCTOBER 13, 2021

To alleviate this concern, finance teams should employ scenario modeling and financial planning tools to compare the immediate expense of the move to the long-term income potential. Assign owners to each business process in IT, finance, operations, and other areas to ensure that everyone is working toward the same goal.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

PYMNTS

JANUARY 29, 2020

When it comes to helping corporates manage their supply chains, traditional banks tend to focus on the financing aspect via trade finance, factoring or other such products. Offering solutions that promote workflow automation from sourcing through to payment, reconciliation and accounting is not usually part of an FI’s product roadmap.

Banking 52

Banking Accounts Payable Vendor Management Reconciliations 52