PYMNTS

AUGUST 31, 2020

In addition to steering their organizations through the murky and rocky waters of an economic downturn, treasury departments are securing a place at the decision-makers' table to offer higher-level guidance. Some may say, 'data is the next oil,' but it can't be if the company doesn't have the platform to optimize its use.". "One

Treasury 74

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

PYMNTS

APRIL 2, 2020

Security is an ongoing concern as well, with countless fraudsters set on hacking CUs to obtain customers’ data. One of the things that we often say is that we always have to be mindful of protection and security,” Anderson said. CUs need to ensure that their operations are secured if they want to maintain member loyalty.

Planning 69

Planning Securities Banking Prioritization 69

Future CFO

AUGUST 1, 2023

The rise in digital transformation (DX) initiatives and the adoption of mobile technologies have also contributed to the demand for cloud-based financial applications in Asia/Pacific. Companies are increasingly seeking secure and compliant solutions to manage their financial data.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

Beacon CFO Plus

NOVEMBER 30, 2023

How to Divide Responsibilities and Prioritize Communication The relationship between a fractional or outsourced Chief Financial Officer (CFO) and your company’s public accounting firm should be collaborative, clear, and well-defined. This ensures your company’s financial and accounting needs are met effectively.

Accounting Firms 52

Accounting Firms CFO Accounting Prioritization 52

CFO Plans

MAY 2, 2024

Regular meetings, clear reporting, and a dedicated point of contact will ensure that you stay informed and aligned with your financial goals. Evaluating Security and Compliance When it comes to financial data, security and compliance are non-negotiable.

Accounting 52

Accounting Problem Solving Communication Compliance 52

PYMNTS

MAY 4, 2020

Making anything move fast has historically been a challenge, he noted, although in recent years the company has seen progress in both the innovations pushing forward — new programming languages and messages formats to supplant the over half-century-old EDI system buttressed by recent regulatory changes prioritizing data portability.

Healthcare 91

Healthcare Pharmaceutical Prioritization Investments 91

Spreadym

JULY 21, 2023

Key components of digital transformation in finance include: Automation and Artificial Intelligence (AI) : Implementing AI algorithms and robotic process automation (RPA) to streamline repetitive tasks, such as data entry, customer support, and fraud detection, leading to reduced costs and increased accuracy.

Finance 52

Finance Prioritization Compliance Leverage 52

PYMNTS

JANUARY 10, 2018

The exposed information didn’t include financial data or social security numbers. Wag has prioritized the security of our customers at each stage of the company’s development,” and has security processes and policies in place, the company said.

Prioritization 43

Prioritization Securities Financial Data Numbers 43

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. Discover Digital Accounting Solutions Transition to Cloud-Based Accounting Services Cloud-based accounting services provide unparalleled flexibility and security.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

PYMNTS

DECEMBER 14, 2018

They include Internet of Things (IoT)-connected manufacturing machines, cross-platform financial data analysis, predictive analytics for inventory management and more. million was raised by B2B startups tearing down data silos. In all, more than $87.8 This week, the company announced a $17.5

B2B 51

B2B Startups Treasury Financial Data 51

Spreadym

DECEMBER 1, 2023

This may involve presentations, discussions, and deliberations to secure the necessary approvals. Implementation: Once the budget is approved, it becomes the financial roadmap for the upcoming fiscal year. Prioritize Key Items: Focus on critical areas first to allocate resources where they're most needed.

Budgeting 59

Budgeting Communication Prioritization CFO 59

CFO Network

MARCH 11, 2024

SMBs should prioritize timely payment of invoices to maintain positive relationships with suppliers while taking advantage of any available discounts for early payment. This may involve negotiating extended payment terms with vendors, securing additional financing, or implementing cost-saving measures to improve cash flow.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Forecasting 52

Spreadym

AUGUST 17, 2023

A financial reporting dashboard is a visual representation of financial data and key performance indicators (KPIs) presented in a consolidated and easily digestible format. This allows for a personalized view of the financial data. Organize the dashboard into sections or tabs for different financial areas (e.g.,

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

The Charity CFO

AUGUST 21, 2024

Misaligned goals and priorities: Fundraisers focus on securing funds quickly, while accountants prioritize accurate recording and management. Timing and urgency of information needs: The difference between when a team needs information can cause delays in gathering and reporting accurate financial data.

Communication 52

Communication Accounting Nonprofit Budgeting 52

Spreadym

AUGUST 8, 2023

Operating budgets are essential for guiding financial decisions and ensuring that an organization operates within its means. They are typically created by considering historical financial data, market trends, input from various departments, and managerial judgment.

Budgeting 52

Budgeting Prioritization Profit and Loss Construction 52

The Charity CFO

JULY 1, 2024

You should also choose nonprofit accounting services that prioritize nonprofit data privacy. Data breaches can plummet public trust in your organization, so it’s important to use secure technology and software. Transparency and Communication Accountants often work with sensitive financial data.

Nonprofit 52

Nonprofit Accounting Budgeting Accounting Firms 52

PYMNTS

OCTOBER 30, 2020

Businesses also prioritize having up-to-date financial status data that will enable them to carefully oversee liquidity across all their various bank accounts and to make accurate decisions. Carter noted that payroll transactions sent to prepaid cards or digital wallets are often secured via tokenization — a desirable feature.

B2B 59

B2B Banking Economics Prioritization 59

PYMNTS

MARCH 27, 2019

While regulators had transparency and financial security in mind when introducing more stringent requirements for banks following the global financial crisis, financial institutions faced a sudden surge in the burden compliance.

Compliance 46

Compliance Banking Analyzing Data Prioritization 46

PYMNTS

MAY 25, 2016

Today, it is able to manage key business partner relationships, cash flow and financial data, and AP technology provides a deeper level of visibility into these areas than ever before, said the VP. The corporate world certainly is prioritizing speed, whether it be invoice processing, payments or any other aspect of an operation.

Accounts Payable 46

Accounts Payable Invoicing Accounting Prioritization 46

Planful

OCTOBER 19, 2021

A cloud-based system for financial planning and analysis (FP&A) can have governance built in its deployment model by IT teams. Equifax quickly applied security and governance policies because they were built in and custom coded to suit the organization’s needs. What value are we getting from our investment in a secure technology?

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

The Finance Weekly

AUGUST 27, 2023

These tools are reshaping the financial landscape by simplifying operations and eradicating manual tasks. Protected Data Integrity: Unlike ChatGPT and alternative AI applications, the data furnished by the Datarails' chatbot originates from trustworthy and fortified sources, guaranteeing its security.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JUNE 19, 2023

Categorize and prioritize your expenses to identify essential versus discretionary spending. If shortfalls are projected, proactively develop strategies to address them, such as securing additional financing or adjusting expenses. Optimize Cash Flow: Identify opportunities to enhance your cash flow.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

CFO News Room

DECEMBER 26, 2022

stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). Furthermore, technological tools are emerging that can help reduce some of the time and resource burden on firm owners to track and analyze their financial data.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

The Finance Weekly

FEBRUARY 8, 2023

To stay ahead of the curve, CFOs must , embrace technology and invest in digital transformation initiatives that drive innovation and efficiency in financial management. This includes utilizing cloud-based solutions, automating manual processes, and implementing real-time analytics tools to gain deeper insights into financial data.

CFO 52

CFO Prioritization Finance Communication 52

Bramasol

JANUARY 15, 2025

One of the key factors for success with agentic AI applications will be providing secure access to enterprise wide data sets for real-time analysis and decision making. Leveraging Regulatory Compliance - by attracting investment from funds and individuals who prioritize ESG values and by avoiding fines and sanctions.

SAP 98

SAP Compliance Leverage B2C 98