PYMNTS

JUNE 26, 2019

The funding comes as MX continues to build out its data solutions for financial institutions after initially launching in 2010 as a company offering banks a personal financial management solution they could provide to customers.

Financial Data 40

Financial Data Investments Startups Banking 40

PYMNTS

MARCH 14, 2019

Cleo said in a press release this week that it will pair its integration-Platform-as-a-Service (iPaaS), Cleo Integration Cloud, with Sage’s Intacct tool, a cloud-based financial management solution for corporates.

Financial Data 56

Financial Data Invoicing Finance Sales 56

PYMNTS

FEBRUARY 2, 2018

Information technology (IT) management solutions provider Kaseya, which targets managed service providers (MSPs) with its offerings, is linking up with small and medium-sized business (SMB) accounting firm Xero to help businesses gain greater control over their financial data. The companies said Thursday (Feb.

Financial Data 46

Financial Data Invoicing Accounting Firms Leverage 46

CFO Dive

DECEMBER 12, 2023

AI can analyze vast amounts of financial data to predict trends, model budget scenarios, and deliver insights, writes Falconi’s Bernardo Miranda.

Budgeting 306

Budgeting Planning CFO Financial Data 306

CFO Dive

MARCH 26, 2024

AI analytics technology is turbocharging anti-fraud measures through its ability to process oceans of financial data.

Financial Data 284

Financial Data Technology 284

CFO Dive

MARCH 7, 2023

The majority of leaders at financial institutions say interest rates will drive business model guidance this year but few are leveraging financial data to support these changes.

Finance 261

Finance Banking Leverage Financial Data 261

PYMNTS

DECEMBER 8, 2019

As a way to prevent unfair competition, the Financial Stability Board (FSB) said in a report on Sunday (Dec. 8) that there should be “vigilant monitoring” of Big Tech’s move into financial services. Firms like Google, Alibaba and Facebook could be forced to share data with banks and FinTech firms.

Financial Data 52

Financial Data Concentration Auditing Leverage 52

CFO Dive

FEBRUARY 21, 2023

Nearly half of execs expect cyber attacks on financial data to increase in 2023, but the majority of finance leaders don't have consistent communication with their CIO to mitigate this risk.

CFO 261

CFO Communication Financial Data Finance 261

PYMNTS

FEBRUARY 14, 2017

million in funding last year, helps SaaS companies manage operations by providing financial management, auditing and reporting, analytics and other back-office services. The business model of SaaSOptics could, in part, be described as a B2B SaaS firm for B2B SaaS firms. The company, which raised $1.8

Financial Data 53

Financial Data Forecasting B2B Auditing 53

PYMNTS

FEBRUARY 12, 2018

They are instrumental to financial institutions’ adherence to new rules that require them to open up data streams to third-party players, and traditional FIs are (finally) participating in the data-sharing game. The EU’s PSD2 and Open Banking in the U.K.

Financial Data 40

Financial Data Banking Invoicing Accounting 40

Barry Ritholtz

JUNE 17, 2024

A quick break from book authorship to share a fascinating set of data and charts, via Sam Ro. In his weekly missive, Sam points to some amazing charts from Global Financial Data. They are based on historical data that looks at 200 Years of Market Concentration. You might be surprised at the findings.

Concentration 124

Concentration Marketing Financial Data Economics 124

PYMNTS

APRIL 25, 2017

The Wall Street Journal reported last week that one of the company’s investors filed suit, alleging that the company misled directors about its testing procedures, deceived investors about financial outlooks and also set up “shell” operations in order to secretly buy laboratory equipment.

Financial Data 43

Financial Data Investments Planning Technology 43

PYMNTS

JULY 5, 2017

For a chief financial officer (CFO), having technology — from ERP systems to cloud accounting and cash forecasting tools — has become paramount when deploying a successful growth strategy.

Financial Data 52

Financial Data Auditing Financial Reporting CFO 52

PYMNTS

OCTOBER 13, 2017

Order-to-cash is an area of cash flow management that has the potential to significantly enhance a business’s financial performance.

Financial Data 40

Financial Data Invoicing Cash Management Technology 40

PYMNTS

NOVEMBER 17, 2016

The CFPB is taking a closer look at consumers and the relationship to their financial records — specifically the issues they face in accessing, using, and securely sharing their financial records.

Financial Data 74

Financial Data Budgeting Securities Accounting 74

Lime Light

NOVEMBER 4, 2024

According to the 2024 Global Finance Trends Survey, 69% of finance leaders recognize the critical role of financial planning and profitability analysis in strategic decision-making. Interpreting financial data, especially complex datasets, can pose challenges, even for seasoned professionals.

Planning 52

Planning Financial Data Finance Financial Reporting 52

Lime Light

NOVEMBER 17, 2024

Cube FP&A is a well-known financial planning and analysis (FP&A) tool that has gained popularity for its ability to streamline financial reporting, budgeting and forecasting processes.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Budgeting Forecasting Financial Systems 40

CFO Share

JUNE 18, 2024

Implement Sign-Offs and Quality Assurance from Other Departments Asking your bookkeeper to validate all financial data is unrealistic and sets them up for failure. Instead, create a system where department heads are responsible for confirming the accuracy of some data. Operations – validates inventory records.

General Ledger 105

General Ledger CFO Accounts Payable Invoicing 105

Navigator SAP

AUGUST 19, 2022

One of the main success factors for modern enterprises is having access to real-time financial data. This can only be achieved through streamlining the process of collecting, managing, and sharing data in your organization.

Manufacturing 130

Manufacturing Financial Data Planning 130

Navigator SAP

MARCH 27, 2023

Fortunately, new and innovative technologies provide businesses with cutting-edge tools designed to accelerate, track and support their research processes and provide them with accurate project and financial data that they can use to improve their daily operations.

SAP 130

SAP Financial Data Technology Planning 130

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 IFRS CFO 52

CFO Plans

MAY 16, 2024

Here’s how SaaS accounting software is revolutionizing financial management and why it’s essential for CFOs. Discover SaaS Accounting Solutions Now Real-Time Financial Data for Informed Decision-Making One of the standout features of SaaS accounting platforms is real-time access to financial data.

Accounting 52

Accounting Compliance Manufacturing Financial Data 52

Future CFO

NOVEMBER 17, 2022

With external pressures that are hard to predict, real-time visibility over financial data, processes and working capital will be key to survival, leading to greater pressure on CFOs and those who report into them, according to the research.

Finance 96

Finance Financial Data Economics Budgeting 96

Global Finance

OCTOBER 22, 2024

However, due to existing privacy laws and regulations, banks remain hesitant to share financial data. If data is shared, it is done via lateral agreements. This collaborative approach can help detect and prevent fraud more effectively, ultimately protecting institutions and their customers.

Securities 109

Securities Leverage Technology Financial Data 109

Future CFO

SEPTEMBER 26, 2024

This is in the aim of producing timely financial data and other outputs, such as visualisations. Interpersonal skills are also important, as analysts and modelers can be tasked with communicating complex financial data to colleagues in other functions or locations, or with quickly educating senior leaders.

Forecasting 52

Forecasting Planning Budgeting Financial Data 52

CFO Plans

OCTOBER 4, 2024

By embracing accounting automation for startups , tech companies ensure their financial data is always on point, setting the stage for sharp decision-making. Financial Analytics: The Compass for Data-Driven Success In today’s era of data, financial analytics are the compass guiding tech companies through the storm.

Management Consulting 52

Management Consulting Risk Management CFO Startups 52

Cube Software

JUNE 4, 2024

Prophix software: an overview Prophix (Source: G2 ) Prophix is a financial management software that facilitates financial consolidation, budgeting, analysis, planning, and reporting. The software offers a spreadsheet-style interface for analyzing financial data and organizing information.

Financial Planning and Analysis (FP&A) 52

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

Navigator SAP

MARCH 4, 2022

Some businesses only need operational support that streamlines financial data and processes. Most ERP systems can integrate all your operating and tax information to automate business processes, but you should ensure the solution aligns properly with the legal structure of your business.

Startups 203

Startups Manufacturing Budgeting Financial Data 203

FISPAN

APRIL 13, 2022

Financial data is one of the most valuable commodities in the world, and consumers have the right to control who gets access to it. Through customer-permissioned data sharing, central interfaces and the emergence of the consumer data right, consumers are the main beneficiaries of Open Banking.

Banking 98

Banking Financial Data 98

Future CFO

JANUARY 22, 2024

Modern accounting software integrates seamlessly with diverse financial systems, automating tasks such as data entry, bank reconciliation, and invoice processing. Real-time Data Insights The advent of cloud-based accounting solutions has turned real-time financial data availability into a reality for businesses of all sizes.

Accounting 52

Accounting Reconciliations Financial Analysis Financial Data 52

Jedox Finance

JANUARY 19, 2024

Autonomous finance is increasingly permeating all aspects of financial management by optimizing and streamlining financial data gathering and analysis. Coined by industry analyst Gartner, autonomous finance refers to self-learning software agents that automate business operations and corporate finances.

Finance 52

Finance Corporate Finance Financial Data Leadership 52

Centage

SEPTEMBER 14, 2021

Compounded over many rows, even a simple mistake can lead to faulty financial data. Large or small business that use spreadsheets are taking a risk: Boeing leaked employees’ personal data in a hidden spreadsheet column. Siloed financial data can lead to false assumptions because insight isn’t based on a complete picture.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

CFO Talks

SEPTEMBER 28, 2024

To translate financial performance into actionable results, start by understanding the key drivers behind your financial data. Use data to understand customer behavior, optimise pricing strategies, or improve inventory management. Look beyond the revenue and profit margins; dig into what’s causing the trends.

Communication 98

Communication CFO Numbers Leverage 98

Nerd's Eye View

OCTOBER 11, 2024

Also in industry news this week: Edward Jones, which added more new CFP professionals than any other firm last year, announced that it is planning to offer financial planning services nationwide, highlighting the value for RIAs and other firms of differentiating themselves amidst increased competition not only for clients, but also for advisor talent (..)

Practice Management 96

Practice Management Planning Financial Data Numbers 96

Spreadym

AUGUST 10, 2023

What is financial reporting software? Financial reporting software refers to specialized tools or applications designed to help organizations generate, manage, and present their financial data in a clear and organized manner. Exporting and Sharing: The ability to export reports in various formats (PDF, Excel, etc.)

Financial Reporting 52

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

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. Need some help interpreting your financial data?

Accounting 52

Accounting GAAP Nonprofit Accounting Principles 52

CFO Plans

SEPTEMBER 24, 2024

Platforms like QuickBooks and Xero provide real-time insights into financial data, enabling more informed decision-making and efficient tax preparation. Utilize Real-Time Financial Reporting Real-time financial reporting is a game-changer for small businesses.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52