PYMNTS

FEBRUARY 20, 2020

The parent company of Fidelity Investments , FMR LLC, is launching an independent personal data startup called Akoya in conjunction with The Clearing House (TCH) and 11 of its member banks, Fidelity announced on Thursday (Feb. The new network boosts financial system security as it speeds up API adoption.

Startups 56

Startups Financial Data Securities Financial Systems 56

PYMNTS

FEBRUARY 14, 2017

SaaSOptics knows that SaaS businesses use other software solutions, especially when it comes to financial management. According to SaaSOptics CEO Tim McCormick, many of these companies begin using QuickBooks when they’re still in startup phase, then scale to more sophisticated, integrated accounting solutions.

Financial Data 53

Financial Data Forecasting B2B Auditing 53

CFO Plans

SEPTEMBER 24, 2024

In the dynamic world of small business, financial management is the cornerstone of sustainable growth. Whether you’re navigating the early stages of a startup or managing the complexities of an expanding enterprise, scalable accounting solutions are essential.

Startups 52

Startups Accounting CFO Tax Planning 52

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

PYMNTS

DECEMBER 14, 2018

B2B startups are increasingly building themselves on top of troves of enterprise data, uncovering new ways to unlock and aggregate information across enterprise platforms, and introducing new ways to analyze and make use of that data. million was raised by B2B startups tearing down data silos.

B2B 51

B2B Startups Treasury Financial Data 51

PYMNTS

JUNE 25, 2018

The world’s startups are having a good year. With so much money up for grabs, it may come as a surprise that startups often struggle to get approved for a credit card, even after a lucrative funding round. Though a startup could secure millions in venture capital funding, it could still take years to turn a profit.

Startups 52

Startups Banking Profit and Loss Healthcare 52

Boston Startup CFO

APRIL 3, 2023

Every entrepreneur dreams of their startup skyrocketing to success. Fear not, dear startup founder, for we have a solution to ease your accounting woes—outsourcing. Here's how outsourcing your accounting can liberate you from number-crunching nightmares and help your startup flourish. Saving money, of course!

Startups 52

Startups Accounting Compliance Financial Reporting 52

PYMNTS

MAY 20, 2019

startup, has raised $51 million (£40 million) to help U.K. We are the first company to marry workforce management and financial data.”. Wagestream, a U.K. workers who only get paid once a month but need to draw funds from their wages, according to a report. per withdrawal. per withdrawal. “We

Startups 53

Startups Valuation Investments Financial Data 53

Boston Startup CFO

FEBRUARY 22, 2023

Just as couples’ therapists emphasize the importance of intimacy for a successful marriage, a key to running a successful startup lies in developing a deep and intimate relationship with your business finances. Without them, your startup is nothing more than a pipe dream. This is where a startup CFO comes in. Think about it.

Startups 40

Startups CFO Financial Data Finance 40

Global Finance

DECEMBER 16, 2024

He is a pragmatist change maker with belief in the power of collaboration with an open ecosystem of clients, partners, startups, and industry bodies. Global Finance: Cutting through the hype, what role can AI play in the way financial services are delivered and consumed? That is on the horizon for us in 2025.

Banking 105

Banking Finance Leverage Technology 105

PYMNTS

OCTOBER 30, 2019

New York-based FinTech startup Capital , an alternative financing company for startups, launched on Wednesday (Oct. The Capital Machine — its automated investing solution — underwrites companies’ financial data automatically for funding up to $50 million in less than 24 hours, Co-Founder and CEO Blair Silverberg said.

Startups 40

Startups B2B Investments Leverage 40

PYMNTS

JANUARY 6, 2021

As it stands, 90 out of 100 people looking for a loan are likely to get rejected, Niparts said, because the banks lack the financial data needed to calculate the risk and were using very outdated methods trying to obtain it. So we are barely scratching the surface in Vietnam alone,” he said. Know-How Meets Opportunity.

Analyzing Data 129

Analyzing Data Financial Data Banking Finance 129

PYMNTS

JUNE 21, 2019

While there were no mega-deals in the B2B startup funding realm this week, it was still a busy time for companies and investors, with many funders targeting companies operating in less common markets. The debt funding marks the largest provided to an Indian startup in about two years, reports in VCCircle said.

B2B 43

B2B Startups Marketing Investments 43

CFO Thought Leader

FEBRUARY 24, 2025

As OneStreams CFO, he was juggling the details of going public when a small AI startup called DataSense caught his attention. 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.

CFO 40

CFO Forecasting Startups Investments 40

PYMNTS

JUNE 19, 2020

It was a big week for B2B FinTech startups in Latin America. Accounting automation startup Botkeeper secured $25 million led by Point72 Ventures, while High Alpha Capital, Republic Labs, Oakridge, Peak State, Ignition Partners, Greycroft Partners, Gradient Ventures and Sorenson Capital also participated in the Series B funding round.

B2B 73

B2B Startups Reconciliations Accounting 73

PYMNTS

JANUARY 22, 2021

But the leader of the pack goes to one corporate travel and expense management startup that impressed investors despite a business trip slump. based startup that announced a $1 million seed investment round that it plans to use for growth and product development. Bookkeeper360. Kicking off this week's roundup is Bookkeeper360, a U.S.-based

B2B 81

B2B Securities Startups Investments 81

Boston Startup CFO

FEBRUARY 1, 2023

As a startup, it is important to have a strong financial foundation in order to successfully grow and scale. While you may have the expertise and skills to handle many aspects of your startup, there may come a time when you need additional financial guidance and support.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

PYMNTS

MARCH 3, 2020

By launching the initiative on the Zuora platform, Kia will be able to tap into customer and financial data. In January, Amazon announced that high-luxury Italian automaker Lamborghini as well as Michigan-based electric vehicle startup Rivian would integrate its voice-enabled assistant Alexa into future vehicles.

Manufacturing 87

Manufacturing Startups Financial Data Technology 87

PYMNTS

OCTOBER 26, 2018

The startup announced this week a $10 million fundraiser led by China Merchants Group, while 01VC, Yunqi Partners and Gaorong Capital also participated in the Series A round. Moving over to Hong Kong, Neat is a startup that provides SMBs with financial services like commercial cards and banking tools. Nisa Finance.

Foreign Exchange 77

Foreign Exchange B2B Invoicing Startups 77

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

JANUARY 8, 2021

B2B FinTech startups have stepped into 2021 with a bang, as industry players raised more than $910 million in combined funding. Zerone is an India-based startup enabling small and medium-sized businesses to turn smartphones into payment terminals. France-based small business accounting technology startup Pennylane has secured $18.4

B2B 81

B2B Investments eCommerce Startups 81

PYMNTS

JANUARY 10, 2020

B2B technology startups continue to gain valuable attention among venture capitalists. In a recent report , seed investors explored why their focus has turned to enterprise startups as opposed to consumer-facing technology firms after the publication’s analysis revealed that today’s seed investments favor B2B startups over B2C.

B2B 52

B2B Startups B2C Management Consulting 52

CFO Plans

OCTOBER 4, 2024

Accounting Automation for Startups: The Secret Weapon For tech startups, accounting automation is like having a secret weapon. By embracing accounting automation for startups , tech companies ensure their financial data is always on point, setting the stage for sharp decision-making.

Management Consulting 52

Management Consulting Risk Management CFO Startups 52

PYMNTS

DECEMBER 26, 2018

Earlier this month Nordic financial services firm Nordea introduced what it said was its first commercially viable open banking solution for businesses, introducing the Instant Reporting tool that links third-party solutions to corporate financial data in real time. Startups are not standing out from the crowd.”.

B2B 70

B2B Treasury Banking Startups 70

PYMNTS

NOVEMBER 13, 2019

“Our approach is going to be to partner deeply with banks and the financial system,” Google VP of Product Management Caesar Sengupta told WSJ. “It Google will not sell account holders’ financial data, Sengupta said, just as it doesn’t share or sell Google Pay data. A recent McKinsey & Co.

Accounting 64

Accounting Banking Financial Systems Startups 64

CFO Plans

SEPTEMBER 24, 2024

These platforms offer real-time financial reporting, automated accounting services, and seamless integration with other business tools. With cloud-based solutions, small businesses can access their financial data from anywhere, at any time, ensuring they stay on top of their financial health.

CFO 52

CFO Startups Tax Planning Accounting 52

CFO Plans

SEPTEMBER 24, 2024

Embrace Virtual Accounting Services for Startups For startups, managing finances can be particularly challenging. Virtual accounting services for startups provide a cost-effective solution, offering the same level of expertise as traditional accounting firms but with greater flexibility.

Tax Planning 52

Tax Planning Accounting Planning Budgeting 52

PYMNTS

DECEMBER 13, 2019

These challenger banks are now competing with an emerging group of financial startups, which are coming armed with innovative technologies and specialized products of their own. Established challenger banks are now vying for customers against newer financial startups, especially those in the crowded European banking market.

Startups 53

Startups Banking Securities Accounting 53

PYMNTS

NOVEMBER 25, 2016

According to a report by TechCrunch , the VC funding came from Bessemer Ventures Partners, CFSI (Center for Financial Services Innovation), 500 Startups and 500 Fintech. Other unnamed VCs also took part in the round of funding.

Budgeting 63

Budgeting Startups Financial Data Investments 63

CFO Plans

AUGUST 9, 2024

Virtual CFO Solutions for Startups and Small Businesses For startups and small businesses, Virtual CFO solutions offer a flexible and cost-effective alternative to traditional CFO roles. These solutions provide real-time financial oversight and strategic guidance. Get tailored accounting consulting for your startup.

Accounting 52

Accounting Tax Planning CFO Startups 52

CFO Plans

AUGUST 2, 2024

This evolution allows accounting professionals to focus on strategic activities such as business tax planning and CFO consulting for tech startups, rather than getting bogged down with routine tasks. These platforms offer real-time access to financial data, robust security features, and the flexibility to work from anywhere.

Technology 52

Technology Accounting CFO Tax Planning 52

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

CFO Plans

JULY 25, 2024

Financial data can be accessed from anywhere, at any time, providing real-time insights into the company’s financial health. Managed accounting services, powered by these platforms, ensure that all financial operations are handled efficiently and accurately, without the need for extensive in-house resources.

Manufacturing 52

Manufacturing Accounting CFO Startups 52

CFO Plans

SEPTEMBER 6, 2024

In today’s dynamic business environment, making informed and strategic financial decisions is paramount to achieving sustainable growth and profitability. For many businesses, especially startups and small to medium-sized enterprises, hiring a full-time Chief Financial Officer (CFO) can be financially daunting.

CFO 52

CFO Startups Tax Planning Planning 52

PYMNTS

JULY 6, 2018

One of them is Canada , which has yet to enact Open Banking requirements for its financial services market, yet the industry and policymakers alike already appear poised to embrace a model that encourages the sharing of financial data across FinTech firms and FIs.

Banking 52

Banking Budgeting Financial Data Startups 52

Spreadym

AUGUST 10, 2023

QuickBooks: A widely used accounting software that offers robust financial reporting capabilities, suitable for small and medium-sized businesses. Xero: Another popular cloud-based accounting software with strong financial reporting features, particularly favored by small businesses and startups.

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) Accounting Standards CFO 52

PYMNTS

OCTOBER 17, 2019

Online banking startup Chime has been hit with an outage that has left its 5 million customers with no access to their money. We can assure you all account information remains secure, and no personal or financial data is at risk.”. The startup generates income by receiving a portion of interchange fees from debit cards.

Banking 42

Banking Valuation Startups Leadership 42