The Finance Weekly

JANUARY 19, 2025

Traditionally, financial teams had to analyze large amounts of data to evaluate performance, predict trends, and plan for success. AI in financial planning uses important technologies like: Machine Learning (ML) - AI learns from data and makes better predictions over time.

Planning 52

Planning Analyzing Data Financial Data Risk Management 52

The Finance Weekly

FEBRUARY 23, 2025

Strong FP&A practices help finance teams improve data accuracy , use technology effectively, and make well-informed financial decisions. This leads to better budgeting, more reliable forecasting, and stronger financial stability. Improve steps by doing this: Monitor real-time financial performance to stay on track.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

DECEMBER 4, 2024

Developing specialised expertise expertise—whether in fundraising, M&A, technological transformation, or another key area—can set you apart as a leader.” A great finance leader sees the bigger picture, understanding how financial data aligns with organisational goals and drives growth.

Finance 98

Finance Leadership Problem Solving Benchmarking 98

PYMNTS

JANUARY 8, 2021

And thanks to several nine-figure investment deals, BaaS, expense management, payroll and B2B eCommerce are now in the spotlight. With the funding, Yesler plans to invest in its marketing and engineering teams. France-based small business accounting technology startup Pennylane has secured $18.4 also participated, reports said.

B2B 81

B2B Investments eCommerce Startups 81

PYMNTS

JUNE 26, 2019

MX, a Utah-based technology startup offering a data cleansing and analytics platform for the finance sector, has just announced a $100 million investment. The company has evolved to focus on financial data, particularly as financial institutions struggle to cleanse and normalize data to be analyzed properly.

Financial Data 40

Financial Data Investments Startups Banking 40

Bramasol

SEPTEMBER 29, 2023

This blog post provides an overview of these major waves of change based Bramasol's more than 27 years of working closely with CFOs and their stakeholders across many industry segments and technology innovation cycles. They are expected to provide financial leadership and insight into the organization's strategic direction.

Technology 88

Technology IFRS SAP Compliance 88

Global Finance

JUNE 6, 2024

Africa And Middle East MNT-Halan MNT-Halan developed innovative technology that provides a digital solution for unbanked populations. Housing these services in one app makes financial processes more accessible to underserved communities. The resulting products have driven digital engagement, customer retention and market share.

Technology 59

Technology Invoicing Finance Compliance 59

CFO Plans

AUGUST 2, 2024

In today’s rapidly evolving business landscape, the integration of technology into accounting practices has shifted from a luxury to a necessity. With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness.

Technology 52

Technology Accounting CFO Tax Planning 52

The Finance Weekly

JANUARY 5, 2025

At their core, finance AI chatbots are virtual assistants designed to automate financial tasks and provide customers with personalized, real-time support. What started as simple, rule-based programs has evolved into smart conversational agents powered by advanced technologies. Personalized financial recommendations.

Finance 52

Finance Budgeting Financial Data Forecasting 52

CFO Talks

JANUARY 8, 2025

For example, if your organisation is moving toward advanced data-driven decision-making, some team members may need training in data analytics or visualisation tools. Invest in Learning and Development Continuous learning is the backbone of growth. However, adopting technology isnt just about implementation; its about training.

Finance 52

Finance Budgeting Problem Solving Accounts Payable 52

Future CFO

FEBRUARY 15, 2021

According to Terry Smagh , senior vice president & general manager, Asia Pacific & Japan, BlackLine, the company undertook the study is to understand and recognise the critical role that financial data plays in informing businesses about strategy and continuity, the poor visibility if any, and the lack of real-time access to data.

Financial Data 52

Financial Data Finance Benchmarking CFO 52

Global Finance

FEBRUARY 12, 2025

They value transparency, ease of use, and personalization, putting pressure on asset managers to adopt new technologies and pivot from traditional relationship models. Without a tech-enabled approach, firms risk losing relevance and market share as these emerging generations assume greater financial power.

Compliance 52

Compliance Communication Technology Investments 52

E78 Partners

DECEMBER 12, 2024

The coming together of private equity and technology is redefining how organizations operate, innovate, and compete. For private equity backed firms, adopting cutting-edge technological solutions is not just an advantageits a necessity for maximizing efficiency, driving growth, and maintaining a competitive edge.

Technology 52

Technology Compliance Leverage Valuation 52

E78 Partners

DECEMBER 12, 2024

The coming together of private equity and technology is redefining how organizations operate, innovate, and compete. For private equity backed firms, adopting cutting-edge technological solutions is not just an advantageits a necessity for maximizing efficiency, driving growth, and maintaining a competitive edge.

Technology 52

Technology Compliance Leverage Valuation 52

CFO Talks

FEBRUARY 25, 2025

IFRS helps businesses gain investor trust by ensuring that their financial statements follow a globally recognised and respected standard. If an investor in Japan wants to invest in a UK-based firm, IFRS compliance reassures them that they can trust the numbers in the financial statements.

IFRS 52

IFRS Financial Reporting Compliance Accounting Standards 52

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

CFO Talks

FEBRUARY 12, 2025

Identify financial risks before they become major issues. Make informed investment and operational decisions. Without a proper forecast, businesses risk overspending, running out of cash, or making poor financial decisions that can harm long-term growth. Ensure that financial data is shared across departments.

Forecasting 52

Forecasting Budgeting Economics Planning 52

PYMNTS

JUNE 3, 2020

PayPal has re-upped its stake in Tink with an investment of an undisclosed size that was part of a previously announced 90 million euro funding round. PayPal’s first investment in Tink , which enables FinTechs to access customers’ financial data, was in June 2019 and totaled $11.2 This is where the market is heading.”.

Investments 53

Investments Banking Financial Data Accounting 53

CFO Talks

NOVEMBER 27, 2024

Review existing data: Look at your company’s historical trends, current financial data, and market research. Even if the data isn’t perfect, it can give you a starting point. If you’re uncertain about future sales, you could delay large investments until more information is available. What information is missing?

CFO 52

CFO Budgeting Forecasting Communication 52

The Charity CFO

MARCH 13, 2025

Keep Every Receipt, No Exceptions Whether its a small office supply purchase or a major equipment investment, maintain records of every expense. Maintain Detailed Financial Reporting Your nonprofits accounting system should allow you to generate detailed reports on every dollar spent.

Nonprofit 52

Nonprofit Auditing Compliance Leadership 52

PYMNTS

SEPTEMBER 16, 2019

16) that it has received strategic investments from Mastercard and Visa. The investments were part of a previously disclosed $250 million Series C funding round that took place last year. Visa’s investment in Plaid is the latest way we are bringing the global scale, brand, security and reliability of Visa to the FinTech community.”.

Investments 56

Investments Valuation Financial Systems Financial Data 56

Future CFO

FEBRUARY 2, 2025

In navigating the current world that is ever-changing, evolving constantly with various technological advancements that almost always force their way in to day-to-day routines of organisations, it is a no-brainer that the Finance function has shifted its focus on artificial intelligence for some time now.

Accounts Payable 52

Accounts Payable Accounting Invoicing CFO 52

CFO Thought Leader

FEBRUARY 24, 2025

Read More Still, the numbers looked promising, and so did the technology. 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. Working with (experienced advisors) is really important.

CFO 40

CFO Forecasting Startups Investments 40

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. “With cloud technology, you take away the barriers of traditional enterprise infrastructure.

Financial Data 52

Financial Data Auditing Financial Reporting CFO 52

The Finance Weekly

DECEMBER 30, 2021

For businesses, this might spell out the adoption of a new strategy, scheduling approach, or technology implementation. Technology implementation has been a popular course of action in recent years for many organizations. Moreover, how do you ensure data quality, security, and privacy as cybersecurity breaches stubbornly persist?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Technology CFO Leverage 52

CFO Talks

SEPTEMBER 28, 2024

To translate financial performance into actionable results, start by understanding the key drivers behind your financial data. Bridge the Gap with Strategic Investments One of the most effective ways to translate financial performance into results is through strategic investments.

Communication 98

Communication CFO Numbers Leverage 98

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

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

PYMNTS

APRIL 25, 2017

The filings alleged the company misled investors in part by running blood tests on equipment that was in fact composed of commercial devices while stating that it was the company’s own technology.

Financial Data 43

Financial Data Investments Planning Technology 43

Simply Treasury

JUNE 3, 2021

It also aims at identifying challenges corporate treasurers of MNC’s are facing and technological innovations they intend to implement. Top three treasury priorities in the coming months: Technological innovations. The answers show a certain lucidity on the part of treasurers who seem realistic in their use of new technologies.

Cash Flow Forecasting 130

Cash Flow Forecasting Treasury Forecasting Foreign Exchange 130

PYMNTS

JANUARY 14, 2020

Other regulations adding weight to financial service providers’ compliance burden include Europe’s PSD2 and the U.K.’s ’s Open Banking , which promote end-customer ownership of financial data and enable those customers to allow for banks to share their financial data with third-party service providers.

Securities 101

Securities Compliance Financial Data Banking 101

PYMNTS

JUNE 20, 2019

Plaid, a FinTech that enables third-party applications to integrate into users’ bank accounts, is rolling out a new solution for the wealth investment management market. Our goal is to make money easier for everyone, and doing so requires that we consider consumers’ financial lives holistically.

Investments 46

Investments Education Accounting Financial Data 46

Future CFO

JUNE 1, 2022

Rigid data silos have been replaced with more fluid methods of working as technology-enabled collaboration provides a comprehensive, company-wide, real-time overview for agility when plans change. Provide continuing education programs to build resilience and prevent resistance toward new technologies.

Technology 52

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

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

AUGUST 31, 2020

These elevated responsibilities are driven by data — yet even amid the pressure to digitize, many businesses continue to rely on manual processes, creating silos that blind the enterprises from understanding cash positions today and tomorrow. Data aggregation is only the first step. Seeking Investment Opportunities.

Treasury 74

Treasury Mergers and Acquisitions (M&A) Prioritization Investments 74

Future CFO

JULY 14, 2022

Extreme weather events could also disrupt operations, damage assets and lead to financial losses. Besides physical risks, companies also face transition risks from policy, technology and other socio-economic changes as the world shifts towards a low-carbon future. Technology enables ESG initiatives. Lee Bing Yi.

Risk Management 98

Risk Management Compliance Finance Strategic Planning 98

Future CFO

APRIL 15, 2021

Have you ever wondered if your finance function is over-investing in new analytics tools? This means many finance organizations risk investing in analytics that is already being utilised within the business, Gartner noted. The post CFOs: Finance functions risk over-investment in new analytics appeared first on FutureCFO.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Investments Auditing 52