CFO Thought Leader

FEBRUARY 24, 2025

As OneStreams CFO, he was juggling the details of going public when a small AI startup called DataSense caught his attention. By championing technology that marries predictive power with secure financial data, Koefoed tells us he is helping steer OneStream toward a future where finance and AI intertwine.

CFO 40

CFO Forecasting Startups Investments 40

CFO Plans

SEPTEMBER 24, 2024

In the dynamic world of small business, financial management is the cornerstone of sustainable growth. Whether you’re navigating the early stages of a startup or managing the complexities of an expanding enterprise, scalable accounting solutions are essential.

Startups 52

Startups Accounting CFO Tax Planning 52

PYMNTS

MAY 20, 2019

startup, has raised $51 million (£40 million) to help U.K. We are the first company to marry workforce management and financial data.”. Savings bank Shawbrook invested £25 million on the debt side to finance the worker draw-downs. Wagestream, a U.K. per withdrawal. “We The funding comes packaged as equity and debt.

Startups 53

Startups Valuation Investments Financial Data 53

PYMNTS

JANUARY 22, 2021

While 2021 has kicked off with a bang in the venture capital arena — with several high-value investments on the books — this week's B2B VC roundup is all about the seed rounds. Young B2B FinTechs secured some of their first investments in areas that include small business accounting, alternative lending and financial management.

B2B 81

B2B Securities Startups Investments 81

PYMNTS

JUNE 25, 2018

The world’s startups are having a good year. The 2018 Q1 saw a combined valuation of VC investments nearing $50 billion — the fourth quarter in a row where VC funding has surpassed $45 million, KPMG noted. Though a startup could secure millions in venture capital funding, it could still take years to turn a profit.

Startups 52

Startups Banking Profit and Loss Healthcare 52

PYMNTS

JUNE 21, 2019

While there were no mega-deals in the B2B startup funding realm this week, it was still a busy time for companies and investors, with many funders targeting companies operating in less common markets. The debt funding marks the largest provided to an Indian startup in about two years, reports in VCCircle said.

B2B 43

B2B Startups Marketing Investments 43

PYMNTS

OCTOBER 30, 2019

New York-based FinTech startup Capital , an alternative financing company for startups, launched on Wednesday (Oct. 30) with a $100 million fund to invest in middle-stage companies, Capital announced in a press release. Capital provides its investment findings to companies along with financing terms.

Startups 40

Startups B2B Investments Leverage 40

PYMNTS

OCTOBER 26, 2018

Cybersecurity investment probably won’t let up anytime soon. Indeed, this week did see some cybersecurity funding action, with several big-name backers participating in the $85 million investment for Team8 , a venture studio that explores how corporate collaboration can develop better cybersecurity tools and businesses.

Foreign Exchange 77

Foreign Exchange B2B Invoicing Startups 77

Boston Startup CFO

FEBRUARY 22, 2023

Just as couples’ therapists emphasize the importance of intimacy for a successful marriage, a key to running a successful startup lies in developing a deep and intimate relationship with your business finances. Without them, your startup is nothing more than a pipe dream. This is where a startup CFO comes in. Think about it.

Startups 40

Startups CFO Financial Data Finance 40

PYMNTS

JUNE 4, 2019

Tink , the Swedish company that enables FinTechs to access customers’ financial data, has received an $11.2 million investment from PayPal Holdings. Reuters , citing the companies, reported proceeds from the investment will be used for Tink to expand its team, develop new products and connect more banks.

Investments 51

Investments Financial Data Banking Marketing 51

PYMNTS

MAY 6, 2016

There hadn’t been any investments in B2B finance and payments startups in the first half of the week, a void that casts doubt on those earlier reports of investors cozying up to startups targeting businesses, not consumers. We focused on the problem of: ‘What happens after a fund makes their investments?’” Hockeystick.

B2B 41

B2B Investments Startups Financial Data 41

PYMNTS

JUNE 19, 2020

It was a big week for B2B FinTech startups in Latin America. Until then, PYMNTS rounds up the most recent B2B FinTech investment rounds below. A report in Venture Beat said Botkeeper plans to “double down” on its product development and engineering capacity, according to the startup’s Founder and CEO Enrico Palmerino.

B2B 73

B2B Startups Reconciliations Accounting 73

PYMNTS

JANUARY 10, 2020

B2B technology startups continue to gain valuable attention among venture capitalists. In a recent report , seed investors explored why their focus has turned to enterprise startups as opposed to consumer-facing technology firms after the publication’s analysis revealed that today’s seed investments favor B2B startups over B2C.

B2B 52

B2B Startups B2C Management Consulting 52

Boston Startup CFO

FEBRUARY 1, 2023

As a startup, it is important to have a strong financial foundation in order to successfully grow and scale. While you may have the expertise and skills to handle many aspects of your startup, there may come a time when you need additional financial guidance and support. If at are favorable to you.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

PYMNTS

NOVEMBER 25, 2016

According to a report by TechCrunch , the VC funding came from Bessemer Ventures Partners, CFSI (Center for Financial Services Innovation), 500 Startups and 500 Fintech. Once the data is aggregated into the platform, the app focuses on providing financial advice and urging customers to make changes. “One

Budgeting 63

Budgeting Startups Financial Data Investments 63

PYMNTS

AUGUST 21, 2018

s open banking initiative, which gives online banking customers the ability to share their financial data with FinTechs. Equifax added that the partnership enables consumers and small businesses to provide consent to organizations to access financial data. Startups are not standing out from the crowd.”.

Banking 40

Banking Investments Financial Data Budgeting 40

CFO Plans

AUGUST 2, 2024

This evolution allows accounting professionals to focus on strategic activities such as business tax planning and CFO consulting for tech startups, rather than getting bogged down with routine tasks. These platforms offer real-time access to financial data, robust security features, and the flexibility to work from anywhere.

Technology 52

Technology Accounting CFO Tax Planning 52

PYMNTS

DECEMBER 26, 2018

The FI launched its API gateway to integrate into its CashPro corporate cash management platform late last year, and has since continued to invest in API technology to enable corporate clients to more easily obtain their data, funnel it into the right systems, and more easily analyze it. “In based banking analyst in August.

B2B 70

B2B Treasury Banking Startups 70

CFO Plans

AUGUST 9, 2024

Virtual CFO Solutions for Startups and Small Businesses For startups and small businesses, Virtual CFO solutions offer a flexible and cost-effective alternative to traditional CFO roles. These solutions provide real-time financial oversight and strategic guidance. Get specialized financial consulting for real estate.

Accounting 52

Accounting Tax Planning CFO Startups 52

CFO Plans

SEPTEMBER 24, 2024

By leveraging virtual CFO services, small businesses can streamline their financial operations and focus on growth. For instance, a local bakery might use virtual accounting to manage its cash flow more efficiently, allowing it to invest in new equipment. A case study of a successful startup can be included for added credibility.

CFO 52

CFO Startups Tax Planning Accounting 52

PYMNTS

FEBRUARY 10, 2017

It was another week of varied investments for B2B venture capitalists, who, in total, raised more than $79 million for the space. B2B payments, alternative SME finance, enterprise cybersecurity, data management and logistics all secured a financial boost — find out which startup scored the most in our breakdown below.

B2B 51

B2B Startups Securities Investments 51

PYMNTS

DECEMBER 9, 2019

In today’s top news in payments, Goldman plans to launch a robo advisor for clients with lower investment capital than traditional customers, and Apple plans to offer 0 percent installment financing on iPhones bought with the Apple Card. The robo advisor will serve clients with as little as “$5,000, $10,000 or $15,000” to invest.

Startups 52

Startups Finance Planning Investments 52

PYMNTS

MARCH 10, 2017

Big Data and software as a service (SaaS) once again caught the attention of venture capitalists in the B2B FinTech space this week, but it was cross-border B2B payments that landed the most money. based FinTech startup, helps businesses make cross-border payments. according to reports. Existing backers also participated in the round.

B2B 51

B2B Startups Manufacturing Transportation 51

CFO Plans

SEPTEMBER 24, 2024

Embrace Virtual Accounting Services for Startups For startups, managing finances can be particularly challenging. Virtual accounting services for startups provide a cost-effective solution, offering the same level of expertise as traditional accounting firms but with greater flexibility.

Tax Planning 52

Tax Planning Accounting Planning Budgeting 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 Financial Data Manufacturing 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

PYMNTS

FEBRUARY 7, 2017

Plaid Technologies, a startup that helps FinTechs like Venmo and Lending Club access their customers’ bank accounts, has raised $44 million in a Series B round of venture capital funding. According to a report , the venture units of Citi and Amex took part in the latest round of fundraising.

Technology 49

Technology Startups Financial Data Accounting 49

CFO Plans

SEPTEMBER 6, 2024

In today’s dynamic business environment, making informed and strategic financial decisions is paramount to achieving sustainable growth and profitability. For many businesses, especially startups and small to medium-sized enterprises, hiring a full-time Chief Financial Officer (CFO) can be financially daunting.

CFO 52

CFO Startups Tax Planning Planning 52

PYMNTS

JUNE 28, 2019

The Hong Kong-based Serai platform aims to connect buyers and suppliers across the globe to facilitate global trade, and saw a big-name backer this week as HSBC announced an investment in the company. Prime Venture Partners provided the investment, reports said. Fairjungle.

Valuation 43

Valuation Reconciliations B2B Startups 43

PYMNTS

JUNE 8, 2018

There is a clear pattern in B2B FinTech investment. This week’s venture capital (VC) investment tracker finds that both blockchain and alternative finance are leading markets. This week’s venture capital (VC) investment tracker finds that both blockchain and alternative finance are leading markets.

Construction 46

Construction B2B Startups Finance 46

CFO Plans

JUNE 14, 2024

Cloud-Based Accounting Software for Future Financial Management Gone are the days of manual bookkeeping and cumbersome spreadsheets. These tools provide real-time access to your financial data, enabling you to make informed decisions quickly. The startup was able to scale effectively while maintaining financial stability.

Accounting 52

Accounting Manufacturing CFO Tax Planning 52

PYMNTS

MARCH 13, 2019

To compete, finance providers should be utilizing data-derived insights to secure their customer base, improve their service and capitalize on their brand strength.” According to a release by the companies, TRADEDATA will offer data feeds selected by FinTech Sandbox to develop and test new financial products and services.

Banking 62

Banking Nonprofit Startups Financial Data 62

CFO Share

AUGUST 15, 2024

Your Fractional CFO will work closely with you to gather all necessary financial data and assumptions, challenging your beliefs and pressure-testing the company’s financial resilience. Negotiating Terms : A CFO helps negotiate the best possible terms for the investment.

CFO 52

CFO Securities GAAP Startups 52

PYMNTS

APRIL 1, 2016

Q1 may be known for sluggish venture capital, but with the quarter quickly wrapping up, B2B startups aren’t entirely left in the dark. Find out the small business finance, alternative lending, SaaS and data analytics startups that managed to squeeze in support before investors closed their wallets. Data Analytics.

B2B 40

B2B Startups Corporate Finance Finance 40

Spreadym

AUGUST 10, 2023

QuickBooks: A widely used accounting software that offers robust financial reporting capabilities, suitable for small and medium-sized businesses. Xero: Another popular cloud-based accounting software with strong financial reporting features, particularly favored by small businesses and startups.

Financial Reporting 52

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

PYMNTS

AUGUST 29, 2019

Data from PYMNTS’ Credit Union Innovation Index found that 60.8 percent of members would not leave their credit unions (CUs) for different financial institutions that offered the same services. percent wanting their CUs to invest more in security and 19.5 banks planning to invest in such offerings this year.

Banking 63

Banking Securities Accounting Forecasting 63

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