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 126

Concentration Marketing Financial Data Economics 126

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 202

Startups Manufacturing Budgeting Financial Data 202

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

PYMNTS

DECEMBER 29, 2020

Consumer Bank Chief Digital Officer Mike Naggar said the FI aims to provide customers "a choice, convenience and control of their financial data. WEX Talks Bank Partnerships To Advance B2B Payments. The company is focusing on users that may be underbanked, lacking traditional bank accounts.

Cash Flow Forecasting 123

Cash Flow Forecasting B2B Startups Financial Data 123

PYMNTS

JANUARY 26, 2021

In what the companies described is a first for South Africa’s banking sector, small business accounting platform Xero is working with Nedbank to unlock financial data of joint small business customers.

Banking 142

Banking Reconciliations B2B Financial Data 142

CFO Plans

NOVEMBER 25, 2024

No longer confined to traditional financial management, CFOs now play a pivotal role in safeguarding their organizations against increasingly sophisticated cyber threats. As stewards of financial data, CFOs must prioritize cybersecurity measures to ensure the security of sensitive information and maintain client trust.

Prioritization 52

Prioritization Compliance CFO Financial Data 52

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

PYMNTS

JUNE 24, 2020

Specifically, payments giants are buying up data aggregators, which let consumers share data with thousands of apps — and in the process are taking on the roles of trusted intermediaries as information flows across the financial services landscape. Visa bought Plaid earlier this year. the payments giant said in an announcement.

Financial Data 105

Financial Data Leverage Banking Securities 105

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

Navigator SAP

MARCH 11, 2022

Bookkeeping and financial tracking tend to get more complicated over time. The platform allows you to consolidate all of your financial data automatically and review it all on one dashboard. This is where an ERP solution truly shines.

Communication 230

Communication Leverage Forecasting Manufacturing 230

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

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

CFO Plans

DECEMBER 2, 2024

These insights empower owners to make data-driven decisions that support long-term growth. Leverage Financial Insights in Hospitality In the hospitality industry, leveraging financial insights is essential to remain competitive. For those seeking expert guidance, Explore Strategic CFO Services tailored to the hospitality sector.

CFO 52

CFO Benchmarking Financial Analysis Financial Data 52

PYMNTS

NOVEMBER 23, 2020

There’s no shortage of consulting advice and press clippings that will state the importance of actionable data for companies as a selling, operational and marketing strategy. Big data, it used to be called. Last week, the Department of Justice gave the green light to Mastercard’s $825 million acquisition of data aggregator Finicity.

Nonprofit 117

Nonprofit Banking Financial Data Education 117

https://trustedcfosolutions.com/feed/

MARCH 22, 2023

You can track invoices, payments, and expenses in real time and securely access your financial data from anywhere. Sage Intacct provides centralized access to all your financial data, from bills and payment status to approvals and audit trails, so you can be sure your financial statements are accurate.

Accounts Payable 108

Accounts Payable Accounting Invoicing Reconciliations 108

PYMNTS

JANUARY 6, 2021

As it stands, 90 out of 100 people looking for a loan are likely to get rejected, Niparts said, because the banks lack the financial data needed to calculate the risk and were using very outdated methods trying to obtain it. So we are barely scratching the surface in Vietnam alone,” he said. Know-How Meets Opportunity.

Analyzing Data 129

Analyzing Data Financial Data Banking Finance 129

PYMNTS

DECEMBER 18, 2020

We look forward to working with Brex in pioneering the way financial data is utilized to help businesses grow and achieve their goals.”. Both Finicity and Brex use the Financial Data Exchange (FDX) API standard, which leverages the OAuth standard for authenticating and authorizing account access.

Financial Data 97

Financial Data Leadership Leverage Banking 97

PYMNTS

DECEMBER 14, 2020

Managing financial data across a vast array of platforms, including accounts payable, accounts receivable, accounting and ERP systems, creates a challenging environment in which to understand cash positions and forecast cash inflows and outflows. 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

MARCH 4, 2020

It’s a result, explained Gillette, of the legacy ERP no longer being suited to address the full range of businesses’ diverse financial and process management needs. He pointed to financial reporting as one example of this shift. Modernizing the ERP.

Cash Flow Forecasting 104

Cash Flow Forecasting Accounts Payable General Ledger Corporate Finance 104

CFO News Room

NOVEMBER 23, 2022

after Citigroup was told it must address weaknesses in its management of financial data by U.S. Check out the companies making headlines in midday trading Wednesday: Citigroup — The stock dropped 2.3% banking regulators.

Profit and Loss 130

Profit and Loss Financial Data Sales Economics 130

CFO News Room

DECEMBER 2, 2022

I really enjoy presenting financial data in a way that’s easy for someone without a financial background to understand and explaining things in laymen’s terms.” . 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

NOVEMBER 9, 2020

there are indications that the opening of data flows between financial services companies has led to strong innovation (and demand for that innovation), and more regulation may loom. 56 percent of consumers would like more control over their own digital data, according to studies. In the U.S., Morgan Chase.

Banking 114

Banking Financial Data Prioritization Economics 114

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 110

Securities Leverage Technology Financial Data 110

CFO Talks

DECEMBER 5, 2024

Connect Financial Data to Human Behavior Numbers tell a story, but it’s curiosity that brings the story to life. Takeaway: Partner with HR, marketing, and operations teams to gain insights into the human side of your financial data. For instance: Test a new financial tool for expense tracking.

Leverage 85

Leverage CFO Financial Data Budgeting 85

PYMNTS

DECEMBER 27, 2020

While TIDAL doesn’t give out subscriber, user or financial data, its website claims to have more than 70 million songs and 250,000 high-quality videos in its catalog, along with original video series and podcasts. Sound Is Booming.

Financial Data 139

Financial Data Marketing Numbers 139

PYMNTS

DECEMBER 16, 2020

Ternio , a global FinTech platform, has integrated with Plaid , a financial data company, to help Ternio BlockCard bank accounts access faster and more secure connections to financial accounts, according to a press release.

Accounting 106

Accounting Financial Data Securities Banking 106

CFO Leadership

JANUARY 5, 2024

Businesses can use it to generate product descriptions, performance goals with employee-specific target metrics, and narrative reporting to accompany financial data. Making this a reality starts with accurate, real-time, and expansive financial data.

CFO 97

CFO Invoicing Cash Management Leadership 97

https://trustedcfosolutions.com/feed/

FEBRUARY 18, 2022

Financial governance allows your organization to meet compliance requirements, such as IFRS and GAAP updates, by having the right financial controls in place. Proper control allows your office to collect, calculate, and present financial data according to regulatory rules.

GAAP 116

GAAP IFRS Compliance Forecasting 116

PYMNTS

NOVEMBER 17, 2020

Open banking lets third-party financial service companies to have access to a consumer’s banking transactions and other financial data from financial institutions (FIs). Revolut said its new open banking offer was developed with TrueLayer , a London-based financial technology (FinTech) company.

Banking 105

Banking Financial Data Accounting Finance 105

PYMNTS

JANUARY 11, 2021

This integration automates and integrates [travel and entertainment (T&E)] and ERP data to help finance teams experience an entirely new level of visibility over financial data," Michael Sindicich , general manager of TripActions Liquid, said in the release. "An

SAP 93

SAP Entertainment Corporate Finance Communication 93

Simply Treasury

JUNE 3, 2021

We all understand that the C-level wants treasury to lake use of huge financial data they sit on and develop more reporting and dashboards. Here again, no real significant changes in the top 4 technologies, which are the same and identically ranked compared to 2020’s survey. Next comes the use of very promising API’s (i.e.,

Cash Flow Forecasting 130

Cash Flow Forecasting Treasury Forecasting Foreign Exchange 130

Future CFO

DECEMBER 18, 2022

In the coming year, CFOs will be expected to focus on helping their companies build resilience – whether through critical decision-making backed by a real-time view of financial data, or ensuring competitive advantage with digital transformation and sustainability initiatives. Steering companies through the economic volatility ahead.

Economics 98

Economics CFO Leadership Financial Data 98

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

The Charity CFO

FEBRUARY 4, 2022

A bookkeeper records and organizes financial data; an accountant interprets and presents that data. . The nonprofit bookkeeper is the front line in the battle for the accurate financial data you need to run your business, so let’s review the core responsibilities of a nonprofit bookkeeper. .

Nonprofit 98

Nonprofit Invoicing General Ledger GAAP 98

https://trustedcfosolutions.com/feed/

APRIL 14, 2022

With Sage Intacct, you have all the real-time financial data and statistical information you need to make quick, smart, data-driven decisions about your restaurants’ performance. Accounts payable functionality allows you to create automated processes that save hundreds of hours by eliminating manual workflows.

Accounting 117

Accounting General Ledger Accounts Payable Budgeting 117

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 98

Practice Management Planning Financial Data Numbers 98