CFO Leadership

JANUARY 5, 2024

In a survey by FloQast, more than 60% of accountants reported that technology is more important to their job satisfaction today than it was two to three years ago, with 43% being “extremely likely” to ask about technology in a job interview. Making this a reality starts with accurate, real-time, and expansive financial data.

CFO 97

CFO Invoicing Cash Management Leadership 97

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. Why Are Finance AI Chatbots Important for Businesses?

Finance 52

Finance Budgeting Financial Data Forecasting 52

PYMNTS

MARCH 4, 2020

Enterprise cloud migrations have opened up the ability for smaller businesses to adopt ERP technology once reserved for the largest corporates. At the same time, a surge in third-party financial platforms has disrupted the flow of data into the ERP, disbursing information throughout the back office. Modernizing the ERP.

Cash Flow Forecasting 104

Cash Flow Forecasting Accounts Payable General Ledger Corporate Finance 104

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

Future CFO

AUGUST 1, 2023

The demand for mobile wallets, online banking services, and the increasing adoption of digital technologies has led to the expansion of the financial applications market in Asia/Pacific. Companies are increasingly seeking secure and compliant solutions to manage their financial data.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

The Charity CFO

MARCH 13, 2025

Establish clear approval processes for all financial transactions, including vendor payments and employee reimbursements. Pro Tip: Leverage expense approval tools to ensure all vendor invoices and credit card transactions are reviewed and approved at the appropriate levels.

Nonprofit 52

Nonprofit Auditing Compliance Leadership 52

PYMNTS

JANUARY 5, 2017

Technology firm Ricoh is jumping into B2B payments with a new service aimed at digitizing accounts receivable processes. Ricoh Canada revealed this week the launch of its eInvoice Presentment & Payment Service, a solution to help businesses provide electronic invoices to clients and accept payment.

Invoicing 40

Invoicing B2B Accounts Payable Reconciliations 40

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. Emagia recently announced a partnership with Solix Technologies, a big data company, with these capabilities in mind.).

Financial Data 40

Financial Data Invoicing Cash Management Technology 40

PYMNTS

NOVEMBER 17, 2020

Compared to their direct-to-consumer (D2C) counterparts, the heavy-lifting, hardworking B2B businesses of the world have always been chided for being a few clicks behind when it comes to embracing and investing in payments technology. So how do you do that when you have all of your employees working from home?”. The Case For Change.

B2B 108

B2B Invoicing eCommerce Securities 108

PYMNTS

APRIL 7, 2020

Being able to track the flow of funds and correctly auto-post those funds to an invoice-level based accounts receivable (AR) system, said Diegelman, can be difficult. This ‘technology trust’ is something that FinTech companies can deliver.”. That is a powerful offering.

Leverage 83

Leverage Banking B2B B2C 83

CFO Talks

OCTOBER 23, 2024

Whether it’s handling invoices, managing payroll, or preparing financial reports, no one should be left guessing about their tasks. Use Technology for Tracking Technology can help manage accountability without being overbearing. Use project management tools or financial software that tracks tasks and deadlines.

Accounting 98

Accounting Finance CFO Invoicing 98

The Finance Weekly

NOVEMBER 8, 2022

What is a financial tech stack? A tech stack, or a solutions stack, is the combination of technologies and software tools that an organization uses in order to conduct day to day business operations. The entire lifecycle of payments (invoices, payments, reporting, etc.) 6) Accounts Receivable/ Invoicing.

Financial Planning and Analysis (FP&A) 98

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

PYMNTS

FEBRUARY 20, 2020

Xero, Square Integrate For Faster Invoice Payments. In another FinTech integration announcement , small business accounting platform Xero announced that payments company Square will support connectivity that allows invoices sent via Xero to include built-in Square payments functionality. Simply Completes First Open Banking Funding.

Accounting 87

Accounting Banking Invoicing Sales 87

PYMNTS

JANUARY 15, 2021

Accounts payable (AP) and accounts receivable (AR) personnel could no longer be in the office to handle paper, giving rise to the discussion of migrating away from physical invoices and other documents in favor of digital, automated solutions. In reality, however, paper continues to circulate in AP and AR departments.

B2B 73

B2B Invoicing Accounts Payable Prioritization 73

PYMNTS

FEBRUARY 12, 2018

have shone a massive spotlight on the role of API technology in banking to open up competition in the market. 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.

Financial Data 40

Financial Data Banking Invoicing Accounting 40

PYMNTS

JANUARY 18, 2021

"Finance is generally the number-one friction point in all organizations," said Alex Wheldon , co-founder of Rho Technologies , which offers business banking services via a collaboration with Evolve Bank and Trust. Marrying AP With Banking. AP is simply a workflow," said Wheldon. "It

Accounts Payable 66

Accounts Payable Banking Invoicing Corporate Finance 66

PYMNTS

OCTOBER 26, 2018

company’s cloud-based offering aims to help small businesses make more agile decisions, while also linking its tools to small business accountants, not only to analyze historical financial data, but to help SMBs to look ahead. million to eight local FinTech startups, including Nisa Finance , an invoice financing platform.

Foreign Exchange 77

Foreign Exchange B2B Invoicing Startups 77

PYMNTS

DECEMBER 1, 2020

B2B invoices generally take 37.4 Kim Vodicka, vice president of commercial operations at Dell Financial Services, a division of Dell Technologies that provides financing solutions to businesses’ corporate and consumer clients, told PYMNTS , “APIs are becoming a very common request in the payment space.

Treasury 64

Treasury Accounts Payable B2B Invoicing 64

PYMNTS

JANUARY 26, 2017

The company announced earlier this month that it has developed what it claims to be the world’s first technology to integrate blockchain into ERP systems like SAP. Being able to transmit this type of data via blockchain would make B2B processes like invoice processing and payments far quicker, the company explained.

SAP 57

SAP Invoicing Reconciliations B2B 57

PYMNTS

SEPTEMBER 12, 2016

. “Xero subscribers will also be able to discover new apps in the Xero ecosystem and query their latest financial data, such as who owes them money or when their next bill is due.” The technology can respond to requests for balance information, send invoice reminders upon request and other tasks.

Invoicing 68

Invoicing Accounting Accounting Firms Financial Data 68

PYMNTS

MARCH 12, 2019

The deal marries Every’s services with Wave’s accounting, invoicing, payments and expense management offering, part of the firm’s broader strategy of building a holistic suite of SMB financial services. Acquisitions are an increasingly popular strategy for other financial services players, too. ”

Mergers and Acquisitions (M&A) 73

Mergers and Acquisitions (M&A) Banking Invoicing Financial Data 73

PYMNTS

NOVEMBER 13, 2018

“Your traditional bank technology only works on what’s happened,” Lyons told PYMNTS in a recent interview. Now, FinTech firms are able to collect bank data and add it to the mix of information from other sources, like accounting platforms, invoicing, sales, upcoming bill payments and more.

Cash Flow Forecasting 73

Cash Flow Forecasting Accounting Banking Forecasting 73

PYMNTS

NOVEMBER 4, 2016

In B2B payments, that can mean discontent in the way traditional banks and FIs do business or a need for disruptive technologies to come to market faster than banks can offer. Deals were made with B2B invoicing and payments firm Viewpost, as well as health care blockchain company Gem and natural language search technology company ClearGraph.

Treasury 79

Treasury B2B Leverage Reconciliations 79

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. One of the most common pitfalls in cash flow management for SMBs is delayed invoicing.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Forecasting 52

PYMNTS

MARCH 19, 2020

That’s because the more software solutions a business implements, the more platforms there are for accountants, payroll professionals, financial executives and others in the enterprise to toggle between, opening up the opportunity for manual data entry, recording errors and wasted time. ”

Accounting 62

Accounting Invoicing Accounts Payable Financial Data 62

PYMNTS

JANUARY 3, 2020

With a robust community of technological innovators, and a drive toward the digital economy, India currently stands as an exciting market in FinTech. Alternative Financial Data. Small- to medium-sized businesses (SMBs) are now a critical component of the government’s push for economic growth.

Invoicing 48

Invoicing B2B eCommerce Finance 48

CFO Leadership

JANUARY 25, 2024

In a survey by FloQast, more than 60% of accountants reported that technology is more important to their job satisfaction today than it was two to three years ago, with 43% being “extremely likely” to ask about technology in a job interview. Making this a reality starts with accurate, real-time, and expansive financial data.

CFO 52

CFO Invoicing Cash Management Forecasting 52

CFO Leadership

JANUARY 8, 2024

In a survey by FloQast, more than 60% of accountants reported that technology is more important to their job satisfaction today than it was two to three years ago, with 43% being “extremely likely” to ask about technology in a job interview. Making this a reality starts with accurate, real-time, and expansive financial data.

CFO 52

CFO Invoicing Cash Management Leadership 52

PYMNTS

JULY 29, 2019

That not only means combating disparities within a single financial process — for instance, integrating invoice processing with invoice payments in an accounts receivable function. But as B2B payments embrace digitization, opportunities to access financial data and move it between once-siloed platforms will increase.

Accounts Payable 73

Accounts Payable B2B Invoicing Accounting 73

Future CFO

JANUARY 22, 2024

The accounting industry is undergoing profound transformation due to rapid technological advancements across all sectors in the market. Modern accounting software integrates seamlessly with diverse financial systems, automating tasks such as data entry, bank reconciliation, and invoice processing.

Accounting 52

Accounting Reconciliations Financial Analysis Financial Data 52

PYMNTS

MARCH 11, 2020

Bectran, which works in B2B credit management for software-as-a-service (SaaS) programs, announced the release of its enhanced Cash Application solution, which will accommodate multiple data formats and financial data APIs, according to a press release.

Invoicing 52

Invoicing B2B Accounting Financial Data 52

PYMNTS

JANUARY 11, 2021

Today in B2B payments, the SBA releases guidance for the next round of PPP loans, while xSuite secures Peppol invoice certification. Singapore Grants eDoc Firm xSuite Peppol Certification for Invoices. Plus, TripActions announces ERP integrations, FortisPay acquires Swype and Goldiam launches a B2B eCommerce platform in the U.S.

B2B 55

B2B Securities SAP Invoicing 55

PYMNTS

JULY 23, 2019

But when SMB suppliers land a contract with a large corporate buyer, they are often forced to accept whichever payment terms and habits that customer imposes upon the buyer-supplier relationship, and unfortunately, that often means delayed and even late invoice payments for a vendor. In the U.S., The firm, which announced a $33.6

Accounts Payable 58

Accounts Payable Invoicing B2B Accounting 58

PYMNTS

MAY 31, 2017

With the new funding, Wave will focus on building out its integrated financial service capabilities, deploying technologies like artificial intelligence to make better sense of all the financial data it captures. Wave’s approach to enhancing SMBs’ handle on cash management is a bit different. and she has Wave.

Cash Management 51

Cash Management Invoicing Accounts Payable Financial Data 51

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 MachineMetrics.

B2B 51

B2B Startups Treasury Financial Data 51

PYMNTS

MAY 18, 2018

Its winner was Hermyz , a company set on using technology to guide small businesses away from paper checks and toward digitization. Christopher Phillips started the company after hearing of invoice management challenges by his mother, a small business owner. What is the point of friction you wanted to address?

B2B 46

B2B Invoicing Accounting Securities 46

KG Virtual CFO

JUNE 20, 2023

This service is provided by professional bookkeepers who can access and maintain the business's financial information from anywhere, without the need for physical presence. In today's fast-paced and technology-driven business environment, it is essential for small businesses to stay competitive and efficient.

Financial Data 52

Financial Data Invoicing Cost Management CFO 52