PYMNTS

MAY 4, 2020

It feels that way, he noted, because technologies do exist to begin mitigating and reversing some of the vulnerabilities the COVID-19 pandemic has exposed — something he knows firsthand since his company focuses on investments in firms developing innovative technological upgrades to the healthcare vertical.

Healthcare 91

Healthcare Pharmaceutical Prioritization Investments 91

Centage

SEPTEMBER 11, 2023

Gather the Data. Collect your company’s financial data, including the budgeted and the actual figures for the same timeframe. You must prioritize the ones that have the most significant impact on your business. Shift funds to areas that need improvement or invest in initiatives that directly drive growth.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

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

VCFO

MAY 17, 2024

Let’s look further at foundational factors that v360 weighs: Financial Factors v360 analyzes your company’s historical financial data and past performance, not for history’s sake but to inform the roadmap for the future. You don’t want to be good enough – you want to be your best. The v360 roadmap will help you achieve that.

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

PYMNTS

DECEMBER 14, 2018

This week’s B2B venture capital roundup includes a slew of companies experimenting with enterprise data use cases. They include Internet of Things (IoT)-connected manufacturing machines, cross-platform financial data analysis, predictive analytics for inventory management and more. In all, more than $87.8 Access Fintech.

B2B 51

B2B Startups Treasury Financial Data 51

Spreadym

JULY 21, 2023

Key components of digital transformation in finance include: Automation and Artificial Intelligence (AI) : Implementing AI algorithms and robotic process automation (RPA) to streamline repetitive tasks, such as data entry, customer support, and fraud detection, leading to reduced costs and increased accuracy.

Finance 52

Finance Prioritization Compliance Leverage 52

Centage

DECEMBER 7, 2022

The Planning Maestro App for QuickBooks Online Advanced provides a two-way sync of financial data between QuickBooks Online Advanced and Planning Maestro, resulting in improved efficiency, fewer manual processes, and greater confidence in data quality and integrity.

Budgeting 98

Budgeting Planning Forecasting GAAP 98

The Finance Weekly

NOVEMBER 20, 2023

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. Advanced AI solutions offer real-time analysis during data entry.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

AUGUST 21, 2024

While digital transformation can improve efficiency and innovation, it also requires significant investment and brings cybersecurity risks. Strategic Measure: CFOs should lead the effort in evaluating the return on investment (ROI) for digital projects. CFOs must balance short-term financial stability with long-term growth goals.

Corporate Finance 52

Corporate Finance Finance Cash Flow Forecasting IFRS 52

E78 Partners

SEPTEMBER 9, 2024

It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. A tailored budget plan can empower private equity-backed companies to meet and exceed their financial objectives.

Budgeting 59

Budgeting Planning Financial Modeling Forecasting 59

PYMNTS

OCTOBER 29, 2018

More than 670 professionals at mid-sized and large firms were asked about how they collaborate with human resources and IT departments, both areas of the enterprise that have significant impacts on financial management.

CFO 58

CFO Corporate Finance Risk Management Finance 58

Spreadym

AUGUST 8, 2023

Operating budgets are essential for guiding financial decisions and ensuring that an organization operates within its means. They are typically created by considering historical financial data, market trends, input from various departments, and managerial judgment. How capital improvements plan is related to operating budget?

Budgeting 52

Budgeting Prioritization Profit and Loss Construction 52

CFO Network

MARCH 11, 2024

Effective cash flow management is crucial for sustaining day-to-day operations, investing in growth opportunities, and weathering unexpected financial challenges. SMBs should prioritize timely payment of invoices to maintain positive relationships with suppliers while taking advantage of any available discounts for early payment.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Forecasting 52

Spreadym

AUGUST 17, 2023

A financial reporting dashboard is a visual representation of financial data and key performance indicators (KPIs) presented in a consolidated and easily digestible format. This allows for a personalized view of the financial data. Organize the dashboard into sections or tabs for different financial areas (e.g.,

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 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

E78 Partners

SEPTEMBER 9, 2024

It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. A tailored budget plan can empower private equity-backed companies to meet and exceed their financial objectives.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

The Finance Weekly

FEBRUARY 20, 2022

Understanding your company's current financial health and assessing the strength of your cash position is crucial. Without it, you won't know if you can make that capital investment or if you have the finances to hire to scale up production. Perform What-If Analysis.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

OCTOBER 9, 2024

Let’s explore why these two systems will likely never fully integrate by considering their separate purposes and data requirements. Instead, accounting software prioritizes accuracy, standardization, and regulatory compliance. For nonprofits, GAAP ensures transparency, accuracy, and consistency in financial statements.

Accounting 52

Accounting GAAP Nonprofit Accounting Principles 52

The Finance Weekly

NOVEMBER 13, 2024

Significantly, budgets for Accounts Payable (AP) and Accounts Receivable (AR) systems also grew by 29%, proving that CFOs are prioritizing CFO Tech Budgets. In the past, the AR teams used spreadsheets for managing data, which involved manual input and could result in errors. Traditionally, these Excel files take an hour to compile.

Accounting 52

Accounting Invoicing Accounts Payable Budgeting 52

The Finance Weekly

FEBRUARY 11, 2024

Significantly, budgets for Accounts Payable (AP) and Accounts Receivable (AR) systems also grew by 29%, proving that CFOs are prioritizing CFO Tech Budgets. In the past, the AR teams used spreadsheets for managing data, which involved manual input and could result in errors. Traditionally, these Excel files take an hour to compile.

Accounting 52

Accounting Invoicing Accounts Payable Budgeting 52

Spreadym

JUNE 27, 2023

Budgeting involves allocating resources and setting financial targets for various departments or business units within the organization. Financial Analysis: FP&A professionals conduct in-depth analysis of financial data to assess the organization's performance and identify areas for improvement.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

MARCH 27, 2019

Unfortunately, of course, landing the ability to adequately access and manage data within a financial institution is no easy task. As the global economy progresses in its recovery since the 2008 financial crisis, regulators’ pace of introducing new requirements for banks has slowed (for now).

Compliance 46

Compliance Banking Analyzing Data Prioritization 46

CFO Plans

SEPTEMBER 24, 2024

Prioritize Small Business Bookkeeping Services Accurate bookkeeping is the foundation of any successful business. Small business bookkeeping services ensure that your financial records are up-to-date and compliant with tax laws. Seeking advice from financial experts can also provide valuable insights and help you avoid common pitfalls.

Tax Planning 52

Tax Planning Accounting Planning Budgeting 52

Spreadym

JUNE 8, 2023

These goals could include increasing revenue, improving profitability, reducing costs, optimizing cash flow, expanding to new markets, or achieving a specific return on investment. Identify Financial Needs: Determine the financial resources required to achieve the defined goals. Clear goals help shape your budgeting priorities.

Forecasting 52

Forecasting Budgeting Planning Risk Management 52

Planful

OCTOBER 19, 2021

What value are we getting from our investment in a secure technology? With our cloud-based FP&A platform, Planful has native data access controls such as role-based security and workflows, audit logs and trails, and point-and-click security setup. How well are we meeting our compliance requirements?

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. Consistent with their 2018 forecast, McKinsey’s late 2020 study found that organizations that invested more in digital than their competitors were twice as likely to report outsize revenue growth.

Financial Planning and Analysis (FP&A) 40

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

The Charity CFO

AUGUST 15, 2023

For accountants, this means the profit-generating strategies and investment ideas you bring to the table are still applicable and can make a massive impact. The IRS report only pays attention to tangible monetary value which means things like in-kind services or unrealized gains/losses on investments are excluded.

Nonprofit 52

Nonprofit Accounting Profit and Loss Budgeting 52

Spreadym

JUNE 19, 2023

Monitor Cash Inflows: Track all sources of cash inflows, such as sales revenue, investments, loans, or other income. Categorize and prioritize your expenses to identify essential versus discretionary spending. These features provide comprehensive visibility into your cash flow and help you make informed financial decisions.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

The Finance Weekly

DECEMBER 22, 2022

As the outlook for the 2023 economy becomes more uncertain, finance professionals are looking to invest in technology that increases organizational efficiency and contributes to strategic decision-making. But that’s not the only thing that’s driving tech investment for CFOs in 2023. Maximizing ROI with Targeted Solutions.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Prioritization 98

CFO News Room

DECEMBER 26, 2022

Financial Planning. 101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

The Finance Weekly

FEBRUARY 8, 2023

To stay ahead of the curve, CFOs must , embrace technology and invest in digital transformation initiatives that drive innovation and efficiency in financial management. This includes utilizing cloud-based solutions, automating manual processes, and implementing real-time analytics tools to gain deeper insights into financial data.

CFO 52

CFO Prioritization Finance Communication 52

Bramasol

JANUARY 15, 2025

Although these topics have been on our radar in past years, the outlook for 2025 holds a common thread as the accumulated innovation and investment in each of these areas morphs into tangible acceleration, scalability and productivity payoffs going forward. We firmly believe that knowledge and skills are important.

SAP 98

SAP Compliance Leverage B2C 98