PYMNTS

APRIL 7, 2020

What we’re trying to do is leverage open banking to replicate a FedEx or Amazon experience where businesses know where their payment is at any given point of time, so they have real-time cash flow positioning.”.

Leverage 83

Leverage Banking B2B B2C 83

PYMNTS

JULY 26, 2020

The announcement by the Consumer Financial Protection Bureau ( CFPB ) comes on the heels of a symposium it held in February which included experts from consumer groups, financial technology (FinTech) companies, trade groups, banks and data aggregators. Congress created the legislation in 2010 that created the CFPB.

Financial Data 69

Financial Data Leverage Securities Accounting 69

CFO Talks

MARCH 13, 2025

This is the power of Financial Information Systems (FIS). Financial data is no longer just about tracking income and expenses; its a strategic tool that helps businesses make smarter, faster, and more informed choices. Often, finance teams work separately from sales, operations, and HR, leading to inconsistent financial data.

Financial Reporting 52

Financial Reporting IFRS Compliance Problem Solving 52

Future CFO

OCTOBER 25, 2023

With the rampant incidents of frauds and scams related to finance, machine learning can be leveraged to detect and prevent financial fraud, allowing a company or an organisation to respond in real-time. The post Leveraging machine learning to detect financial fraud appeared first on FutureCFO.

Leverage 52

Leverage Auditing Finance Financial Data 52

The Finance Weekly

FEBRUARY 23, 2025

Budget approval ensures financial stability, prevents unnecessary expenses, and keeps projects on schedule. Present financial data with clear charts for faster decision-making. Provide business context to support data-driven discussions. Leverage FP&A software for real-time tracking and forecasting.

Financial Planning and Analysis (FP&A) 52

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

CFO News

MARCH 16, 2025

MSMEs face challenges accessing credit due to traditional assessments, lack of formal financial data, and high operational costs. Experts suggest leveraging alternative data, digital processes, and government incentives to improve credit accessibility and support fintech partnerships for better risk assessment and scalability.

Financial Data 40

Financial Data Leverage 40

E78 Partners

FEBRUARY 26, 2025

Shift FP&As focus from reactive reporting to proactive financial advisory, supporting CFOs and executive teams with scenario planning and real-time analytics. Learn how leveraging financial analytics improves decision-making 3. Utilize real-time dashboards for cash flow, working capital, and key financial indicators.

Financial Planning and Analysis (FP&A) 59

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

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

E78 Partners

DECEMBER 12, 2024

Automation Solutions: Streamlining Back-Office Operations The operational complexity of private equity, from regulatory compliance to financial data management, can burden resources and divert attention from strategic priorities.

Technology 52

Technology Compliance Leverage Valuation 52

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

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 110

Securities Leverage Technology Financial Data 110

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

CFO Thought Leader

MARCH 3, 2025

Guillenwho led the automakers push for production scale and supply chain agilitybelieved a different path could better serve the company, but needed someone with operational and financial data at her fingertips. Read More Lets go talk to himjust you and me, Guillen said. “Always stay connected to the details.

CFO 52

CFO Finance Manufacturing 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 Banking Leverage Securities 105

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. Use visuals, like charts or dashboards, to explain financial data. Ask questions: What information do you have now?

CFO 52

CFO Budgeting Forecasting Communication 52

Collectiv

JANUARY 24, 2025

Instead of squinting at endless rows and columns, visualizing data is easy with Power BIs intuitive dashboards. For organizations leveraging Microsoft Fabric , Power BI becomes even more powerful. Centralize Financial Data Data silos are the enemy of efficiency. Small wins lead to big momentum.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

JANUARY 29, 2025

Whether leading acquisitions or guiding cross-functional teams, Collis uses financial narratives to clarify priorities and inspire action. Someone has to be the storyteller, Collis tells us, emphasizing how framing financial data in relatable terms helps drive organizational alignment and decision-making.

CFO 52

CFO Accounts Payable Invoicing Reconciliations 52

The Charity CFO

FEBRUARY 20, 2025

Provide Financial Literacy Training: To department heads and anyone else in the organization interested in being part of the process and empowering better decision-making. Leverage Your Board : The reason your board exists is strategic oversight and supporting your team in these matters.

Nonprofit 52

Nonprofit Budgeting Prioritization CFO 52

The Finance Weekly

FEBRUARY 26, 2025

Charting and Graphing Tools Create interactive financial visuals to support decision-making. Self-service Reporting Empower stakeholders with easy access to real-time financial data. Automated Report Generation Streamline financial reporting processes with pre-built templates.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

MARCH 13, 2025

Enforce Strong Internal Controls Without internal controls, nonprofits are vulnerable to financial mismanagement and fraud. Establish clear approval processes for all financial transactions, including vendor payments and employee reimbursements.

Nonprofit 52

Nonprofit Auditing Compliance Leadership 52

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 Financial Data Nonprofit Education 117

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

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 General Ledger Compliance 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 Accounting Leverage 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 Financial Systems 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 Financial Data Manufacturing 52