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

DECEMBER 29, 2024

She points out that finance is no longer just about metrics and measurements but about leveraging technology to gain insights that support strategic initiatives. This includes real-time data analysis, which allows finance leaders to respond swiftly to market changes and identify growth opportunities.

Finance 98

Finance Compliance Data Analysis Leadership 98

PYMNTS

DECEMBER 8, 2019

“Some risks are similar to those from financial firms more broadly, … [stemming] from leverage, maturity transformation and liquidity mismatches, as well as operational risks,” the report said.

Financial Data 52

Financial Data Concentration Auditing Leverage 52

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

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. We’ll leverage expertise, and we’ll leverage technology.”.

Financial Data 105

Financial Data Leverage Banking Securities 105

Global Finance

OCTOBER 22, 2024

A panel of industry experts at the Sibos 2024 conference on Tuesday discussed the critical role of data sharing and fraud detection in the modern financial landscape. 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.

Securities 93

Securities Leverage Technology Financial Data 93

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

CFO Thought Leader

JULY 19, 2024

This insight spurred the creation of Ledge, a platform designed to automate repetitive tasks and streamline financial data management Read More Tal’s experiences highlighted the critical role of AI in transforming finance functions. Jack Sweeney: We want to want to touch on AI with you. I think rightfully so.

Leverage 40

Leverage Finance Invoicing Forecasting 40

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.

Banking 117

Banking Nonprofit Financial Data Education 117

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.

CFO 52

CFO Benchmarking Financial Analysis Financial Data 52

CFO Talks

SEPTEMBER 28, 2024

To translate financial performance into actionable results, start by understanding the key drivers behind your financial data. Turn Data into Decisions Data is your secret weapon. By leveraging data analytics, you can turn financial insights into strategic decisions that drive tangible results.

Communication 98

Communication CFO Numbers Leverage 98

Future CFO

APRIL 3, 2023

Leveraging data to offer informed decisions Going beyond RPA, the shift to the cloud and vast amounts of data now available means CFOs have an opportunity and expectation to broaden their focus to not only improve the bottom line, but to also contribute to the top line by leveraging data to provide actionable business insights.

Finance 96

Finance Forecasting CFO Leverage 96

Global Finance

DECEMBER 27, 2024

Cloud computing is having a significant impact on organizations and especially the CFO, where its allowing for real-time access to financial data, says Craig Stephenson, global head of Tech, Ops, Data/AI, and InfoSec Officers Practice at Korn Ferry. We dont always see that happen, she says.

Technology 108

Technology Finance Leverage Investments 108

Future CFO

AUGUST 21, 2023

As a profession we have made significant progress over the years leveraging technology to streamline how we manage historical data and more recently, leveraging analytics on predicting outcomes.

Finance 98

Finance Compliance Data Analysis Leverage 98

CFO Share

JULY 16, 2024

For small businesses employing a fractional CFO , understanding the core responsibilities of a CFO can help leverage their expertise effectively. Strategic Planning and Forecasting CFOs create long-term financial plans and forecasts. They regularly audit processes to maintain the integrity of financial operations.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Compliance General Ledger 98

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. The mechanic of digital conduits, and the consent, open the door to digitization and data aggregation, simplifying and streamlining daily financial life.

Banking 114

Banking Financial Data Prioritization Economics 114

PYMNTS

MAY 11, 2017

With direct, secure integration through Capital One’s new application programming interface (API), small businesses will be able to connect their Capital One financial data to their Xero cloud-accounting solution through a fully digital process. Many of the world’s leading financial institutions now share this vision.

Reconciliations 65

Reconciliations Financial Data Leverage Accounting 65

Future CFO

MAY 15, 2024

They are standardising KPIs to better compare ESG performance across different organisations, leveraging technology for complex operations and supply chain visibility, and actively engaging with regulators and governments to optimise reporting practices,” she continues.

Finance 98

Finance Auditing Compliance Leverage 98

Navigator SAP

FEBRUARY 17, 2022

Adding ERP in finance departments is very popular for good reason, as the system consolidates financial data automatically and generates reports quickly and simply, regardless of file type and without any need to crosscheck and rekey data.

SAP 130

SAP Invoicing Manufacturing Compliance 130

PYMNTS

JUNE 29, 2020

Open banking is one of the most significant emerging trends in the financial industry, allowing banks and FinTechs to share financial data in a quick, easy and secure manner across a network of platforms. One 2018 study found that 81 percent of open banking-related breaches were the result of stolen or weak passwords.

Securities 96

Securities Banking Leverage Communication 96

PYMNTS

NOVEMBER 4, 2016

” These partnerships, he continued, enable financial institutions to make new use of existing technologies and payment rails and leverage them in a way that brings progress to the B2B payments and FinTech industry. “We’re leveraging technology to really try and make that as simple and as easy to implement as possible.”

Treasury 79

Treasury B2B Leverage Reconciliations 79

FISPAN

JANUARY 12, 2022

How FISPAN sees the importance of data and how to grow beyond the point of data aggregation. How data will be delivered and received from FISPAN and the third-party partners we work with. Financial institutions (FIs) are under pressure to drive innovation in financial data access for the commercial banking space.

Reconciliations 96

Reconciliations Banking Securities Leverage 96

https://trustedcfosolutions.com/feed/

MARCH 30, 2023

Less Stress Leads to More Success: Why a Faster Monthly Close Is Key Faster and more accurate closing cycles ensure your advisors, CFOs, and controllers have up-to-date financial data to base important decisions. Regularly reconcile accounts: Instead of waiting until the end of the month, reconcile your accounts regularly.

Leverage 62

Leverage Financial Data Accounting Communication 62

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 Manufacturing Financial Data 52

Bramasol

OCTOBER 2, 2024

SAP green ledger provides bottom-up, audit-ready sustainability values that are managed with the same precision as corporate financial data. Leveraging Regulatory Compliance - by drawing investment from funds and individuals who prioritize ESG values and by avoiding fines and sanctions.

SAP 82

SAP Prioritization Education Compliance 82

The Charity CFO

MARCH 22, 2024

A better way to make decisions is using data. Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Types of Data for Nonprofits The types of data a nonprofit might use for decision-making can vary between organizations.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

PYMNTS

APRIL 2, 2020

One of the most powerful tools in the financial sector is data analytics. Big Data analytics reached a market valuation of $29.87 billion by 2025, with banks of all sizes leveraging such capabilities. billion in 2019 and is projected to total $62.1

Banking 94

Banking Risk Management Credit Risk Advertising 94

E78 Partners

OCTOBER 30, 2024

To drive growth, improve profitability, and enhance decision-making, companies can leverage the power of refined operational disciplines – Forecasting, Planning, and Analytics (our take on FP&A). Creating a ‘Single Source of Truth’ for Financial and Operational Data Accurate and reliable financial information is essential.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Marketing Forecasting Financial Modeling 59

Future CFO

DECEMBER 8, 2022

An EY study reveals that up to 70% of financial controllers and CFOs in Singapore found an increase in demand for financial analysis and forecasts as stakeholders are increasingly interested in including non-financial data for corporate reporting. Businesses are really seeking ways to harness data to leverage their data.

Finance 98

Finance CFO Forecasting Leadership 98

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

The Finance Weekly

SEPTEMBER 22, 2024

Leveraging Automation Automation is a viable solution for organizations struggling with staffing shortages. However, leveraging this concept during the 2025 budgeting season can provide a fresh perspective on financial planning. Different stakeholders have varying levels of financial expertise, and their priorities will differ.

Budgeting 69

Budgeting Forecasting Compliance Economics 69

Future CFO

JULY 21, 2024

Now, beyond interpreting financial data, we’re now also embracing sustainability reporting and assurance – a rapidly growing field." "AI allows room for improvement like focusing on higher-level tasks and upskilling," he notes.

Finance 104

Finance Accounting Principles Problem Solving Accounting 104

https://trustedcfosolutions.com/feed/

FEBRUARY 11, 2023

Leverage AI-Powered Technology The AI-powered technology of Sage Intacct is adding real value to accounting teams by analyzing and interpreting large amounts of data quickly, efficiently, and accurately. You won’t feel like you’re always behind at the end of the close cycle or stuck reviewing manual entries and endless spreadsheets.

Accounts Payable 62

Accounts Payable Reconciliations Leverage CFO 62

CFO Plans

SEPTEMBER 24, 2024

Get Expert Financial Forecasting Services Now Understanding Small Business Financial Advisory Services Financial forecasting is an integral part of Small Business Financial Advisory services. These tools provide real-time data and analytics, enhancing the precision and reliability of your forecasts.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

CFO Plans

SEPTEMBER 24, 2024

By leveraging advanced software, businesses can streamline their accounting processes, reduce errors, and save valuable time. Platforms like QuickBooks and Xero provide real-time insights into financial data, enabling more informed decision-making and efficient tax preparation.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

Bramasol

JULY 26, 2024

As shown below, everything that is needed can be combined within a unified architecture that leverages the inherent scalability of S/4HANA Public Cloud and SAP Business Technology Platform (BTP). Manual Processes: Reliance on manual data entry and spreadsheet-based reconciliations can be time-consuming and error-prone.

SAP 78

SAP IFRS GAAP Compliance 78

Collectiv

OCTOBER 26, 2021

Ryan knew that his C-Suite stakeholders and managers needed both financial and HR data readily available to make rapid decisions. From an FP&A perspective, it’s critical to consider HR and financial data together for planning, but these data sets don’t always work well together.

Financial Planning and Analysis (FP&A) 86

Financial Planning and Analysis (FP&A) Financial Data Finance Leverage 86