CFO Dive

MARCH 26, 2024

AI analytics technology is turbocharging anti-fraud measures through its ability to process oceans of financial data.

Financial Data 283

Financial Data Technology 283

Bramasol

SEPTEMBER 29, 2023

This blog post provides an overview of these major waves of change based Bramasol's more than 27 years of working closely with CFOs and their stakeholders across many industry segments and technology innovation cycles. They are expected to provide financial leadership and insight into the organization's strategic direction.

IFRS 91

IFRS Technology SAP Compliance 91

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

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.

Financial Data 69

Financial Data Leverage Securities Accounting 69

CFO Thought Leader

OCTOBER 2, 2024

LaPeer instinctively stepped in, simplifying the explanation of complex details and demonstrating her ability to distill intricate financial data while effectively reading the room. The head of finance for the acquired firm struggled to present the information clearly, while the new owners shifted uneasily in their seats.

CFO 52

CFO Finance Technology Leadership 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

Future CFO

JUNE 1, 2022

Rigid data silos have been replaced with more fluid methods of working as technology-enabled collaboration provides a comprehensive, company-wide, real-time overview for agility when plans change. Provide continuing education programs to build resilience and prevent resistance toward new technologies.

Technology 52

Technology Financial Planning and Analysis (FP&A) Budgeting Leverage 52

The Finance Weekly

DECEMBER 30, 2021

For businesses, this might spell out the adoption of a new strategy, scheduling approach, or technology implementation. Technology implementation has been a popular course of action in recent years for many organizations. Moreover, how do you ensure data quality, security, and privacy as cybersecurity breaches stubbornly persist?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Technology CFO Leverage 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

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. From a technology perspective, relying on lateral agreements doesn’t scale well, and participation is entirely voluntary.

Securities 109

Securities Leverage Technology Financial Data 109

Barry Ritholtz

JUNE 17, 2024

A quick break from book authorship to share a fascinating set of data and charts, via Sam Ro. In his weekly missive, Sam points to some amazing charts from Global Financial Data. They are based on historical data that looks at 200 Years of Market Concentration. You might be surprised at the findings.

Concentration 124

Concentration Marketing Financial Data Economics 124

PYMNTS

SEPTEMBER 26, 2019

data software company Gresham Technologies has announced a collaboration with AccessPay to enable enterprise-to-bank data connectivity. Gresham is focusing on real-time financial data management for cash flow and payments control, it said. including Bacs , the company said.

Technology 43

Technology Banking Treasury Financial Data 43

Navigator SAP

MARCH 27, 2023

Fortunately, new and innovative technologies provide businesses with cutting-edge tools designed to accelerate, track and support their research processes and provide them with accurate project and financial data that they can use to improve their daily operations.

SAP 130

SAP Financial Data Technology Planning 130

PYMNTS

JULY 5, 2017

For a chief financial officer (CFO), having technology — from ERP systems to cloud accounting and cash forecasting tools — has become paramount when deploying a successful growth strategy. “With cloud technology, you take away the barriers of traditional enterprise infrastructure.

Financial Data 52

Financial Data Auditing Financial Reporting CFO 52

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

OCTOBER 13, 2017

Data analytics can go deeper, not only to analyze historical data to understand customer payment behavior and other patterns, but – using technologies like artificial intelligence and machine learning – to also predict order-to-cash metrics.

Financial Data 40

Financial Data Invoicing Cash Management Technology 40

PYMNTS

APRIL 25, 2017

The filings alleged the company misled investors in part by running blood tests on equipment that was in fact composed of commercial devices while stating that it was the company’s own technology.

Financial Data 43

Financial Data Investments Planning Technology 43

PYMNTS

NOVEMBER 17, 2016

The CFPB is taking a closer look at consumers and the relationship to their financial records — specifically the issues they face in accessing, using, and securely sharing their financial records. Technology provides opportunities to use these records to create new consumer tools that help improve financial lives.

Financial Data 74

Financial Data Budgeting Securities Accounting 74

PYMNTS

FEBRUARY 7, 2017

Plaid Technologies, a startup that helps FinTechs like Venmo and Lending Club access their customers’ bank accounts, has raised $44 million in a Series B round of venture capital funding. According to a report , the venture units of Citi and Amex took part in the latest round of fundraising.

Technology 49

Technology Startups Financial Data Accounting 49

E78 Partners

OCTOBER 30, 2024

Middle-market companies face increasing pressure to maintain their value edge in this competitive financial landscape. Changing economic conditions, technological advancements, and an increasing demand for quick decisions based on cross-functional data have fundamentally reshaped how businesses operate.

Financial Planning and Analysis (FP&A) 59

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

CFO Talks

SEPTEMBER 28, 2024

To translate financial performance into actionable results, start by understanding the key drivers behind your financial data. Bridge the Gap with Strategic Investments One of the most effective ways to translate financial performance into results is through strategic investments.

Communication 98

Communication CFO Numbers Leverage 98

https://trustedcfosolutions.com/feed/

MARCH 22, 2023

The Tech Stack for Your Accounts Payable Technology has revolutionized how we do business, and accounting is no exception. You can track invoices, payments, and expenses in real time and securely access your financial data from anywhere. Optical Character Recognition (OCR) Technology. Electronic Payment Systems.

Accounts Payable 108

Accounts Payable Accounting Invoicing Reconciliations 108

The Charity CFO

OCTOBER 9, 2024

Modern nonprofit leaders are always looking for ways to use technology to make everyday tasks easier. One of the most sought-after tools is a platform or software to integrate your fundraising and accounting data seamlessly. For nonprofits, GAAP ensures transparency, accuracy, and consistency in financial statements.

Accounting 52

Accounting GAAP Nonprofit Accounting Principles 52

CFO Talks

SEPTEMBER 17, 2024

Building Robust IT Systems for Financial Reporting As financial operations become increasingly complex, having the right IT infrastructure in place is no longer just a back-office necessity—it’s a strategic advantage. Cloud-Based Solutions: Cloud technology allows CFOs and their teams to access financial data anytime, anywhere.

Financial Reporting 52

Financial Reporting Auditing IFRS CFO 52

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

Future CFO

FEBRUARY 4, 2024

In addition, 88% of Singapore C-suite and finance leaders chose GenAI as one of the key technologies that will help strengthen business resilience in a survey we conducted with Censuswide last year. NP: Training AI models to understand and interpret complex financial data accurately requires dedicated time and resources.

Finance 98

Finance CFO Leadership Risk Management 98

CFO Talks

OCTOBER 23, 2024

Use Technology for Tracking Technology can help manage accountability without being overbearing. Use project management tools or financial software that tracks tasks and deadlines. Team members will double-check their work, ensuring accurate financial data, which is critical for decision-making.

Accounting 98

Accounting Finance CFO Invoicing 98

Future CFO

JULY 21, 2024

It is why the accounting profession is in need to keep up with the technological trends and not be caught off guard by the hurdles on the way, fully understanding the weight and importance of upskilling and reskilling. This transformation is an intertwined act of two complimentary forces: Sustainability and Technology," Abrol explains.

Finance 104

Finance Accounting Principles Problem Solving Accounting 104

Nerd's Eye View

NOVEMBER 29, 2023

As a result, tools have emerged that are designed to keep clients engaged in the financial planning process throughout the year, addressing the inefficiency and time burden of frequently updating the full financial plan itself.

Planning 91

Planning Communication Technology Financial Data 91

PYMNTS

JANUARY 26, 2021

The financial institution (FI) revealed last week that it is working with Volante Technologies to accelerate its ISO 20022 adoption, leaving Citi to become Volante’s first banking customer to take a unified approach to its global migration to the messaging standard. HashCash Brings Blockchain Tech To Unnamed Bank.

Banking 142

Banking Reconciliations Financial Data B2B 142

Future CFO

FEBRUARY 1, 2024

Invest in a modern, cloud-based tech solution Effective FP&A teams invest in cloud-based financial performance management (FPM) technology to optimise workflows, including data preparation.

Budgeting 52

Budgeting Communication Finance Financial Data 52

The Charity CFO

MARCH 22, 2024

Types of Data for Nonprofits The types of data a nonprofit might use for decision-making can vary between organizations. Most nonprofits will use at least one of three types of data: Financial data: Financial data includes any data relating to the finances of the organization, such as revenue or expense data.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Future CFO

OCTOBER 9, 2024

Risk Management: AI-driven applications can comprehensively analyze expansive amounts of financial data, identify trends and patterns, craft narratives, and suggest recommendations, thereby streamlining the process for time efficiency and enabling informed decision-making, offering a strategic advantage in speed and insight.

Risk Management 52

Risk Management Compliance Communication Leverage 52

CFO Talks

SEPTEMBER 5, 2024

Whether it’s streamlining financial reporting, enhancing data accuracy, or ensuring compliance with South African regulatory standards, clearly defining these objectives will guide the entire design process. Choosing the Right Software and Technology Selecting the appropriate financial software is a critical decision.

IFRS 98

IFRS GAAP Compliance Reconciliations 98

Future CFO

AUGUST 21, 2023

Mark D McDonald “Just like any disruptive technology throughout history, AI will inevitably displace and replace some roles and skills, but new roles, skills, and opportunities will also emerge." What level of maturity in terms of experience at work and in the use of technology should a finance person have for AI to make a difference?

Finance 98

Finance Compliance Data Analysis Leverage 98

Simply Treasury

JUNE 3, 2021

It also aims at identifying challenges corporate treasurers of MNC’s are facing and technological innovations they intend to implement. Top three treasury priorities in the coming months: Technological innovations. The answers show a certain lucidity on the part of treasurers who seem realistic in their use of new technologies.

Cash Flow Forecasting 130

Cash Flow Forecasting Treasury Forecasting Foreign Exchange 130

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