E78 Partners

NOVEMBER 19, 2024

Conducting regular internal audits and compliance checks can ensure your transaction documentation, account reconciliations, and accounting policies meet current standards, reducing the risk of audit issues.

Auditing 52

Auditing GAAP Restructuring Compliance 52

PYMNTS

OCTOBER 5, 2020

In the bid to streamline payments, she said, companies such as Comdata can examine which enterprise resource planning (ERP) systems its client firms are using, “and we pull in existing customers that have those same systems and have embraced FinTech organizations — and they can collaborate in a bid to transform how payments get done.”. “The

B2B 130

B2B Healthcare Reconciliations Accounts Payable 130

Jedox Finance

SEPTEMBER 29, 2021

While that wouldn’t make much sense these days, think about revenue planning, data, and processes. Sales Performance Management (SPM) is a unified approach to analyze, plan, and optimize sales processes withing an organization. In this eBook about 360° Planning you can learn more about the shift to xP&A.

Financial Planning and Analysis (FP&A) 124

Financial Planning and Analysis (FP&A) Sales Forecasting Reconciliations 124

CFO News Room

DECEMBER 16, 2021

These would include eliminating reconciliations altogether (by implementing integrated modules such as fixed assets) or performing reconciliations continually during the period rather than during the period close. . Could I spend less time in front of the computer, plan my time better and be even more productive?

Reconciliations 130

Reconciliations CFO Finance Invoicing 130

CFO Talks

APRIL 15, 2025

Reconciliations get done. Accountable finance professionals question the logic, sanity-check the drivers, and consider whether the plan makes sense in the wider business context. Why are costs trending higher than planned? Its easy to think this is already happening. Reports get submitted. Accountable teams ask better questions.

Accounting 52

Accounting Forecasting Auditing Compliance 52

PYMNTS

MARCH 10, 2020

This is the start of a series of capabilities that we plan to introduce with Xero to improve the way small businesses manage their finances across platforms.”. “This is even more imperative when it concerns their multi-currency financial reporting as there is no room for errors.”. “An

Reconciliations 52

Reconciliations Foreign Exchange Currencies Accounting 52

PYMNTS

MAY 27, 2020

This week’s look at the latest in payments rails innovation finds players including Mastercard, Aflex and Paycor targeting existing card and ACH rails to expand their use for corporates, with a focus on reconciliation, data capture and transparency. Adflex Eyes Card Rails For B2B. Paycor Certified By NACHA.

Reconciliations 92

Reconciliations B2B Compliance Risk Management 92

CFO Talks

APRIL 10, 2025

When fraud hitsand eventually, it willyou need a plan. Not a vague policy buried in a shared folder, but a live, tested response plan that your team knows how to execute under pressure. Are reconciliations documented with sign-offs? A Fraud Playbook: Do You Have One? Evidence must be secured immediately.

Leadership 52

Leadership Auditing CFO Reconciliations 52

FISPAN

JANUARY 12, 2022

Data feeds eliminate a significant portion of users' frustration with their experience when accessing information reporting and conducting reconciliations for bank clients. Data Quality To support an up-to-date, high-quality user experience, FISPAN goes beyond data aggregation and data passthrough.

Reconciliations 96

Reconciliations Banking Securities Leverage 96

Future CFO

JUNE 24, 2024

It took me years to be skilled in financial planning and analysis. The budget and forecast should reflect the Company’s plans, visions, expectations and educated guesses on the market trends. For management, Gen AI can help with scenario planning and decision-making analysis.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

PYMNTS

SEPTEMBER 26, 2018

Citi said it plans to expand the offering into the U.S. The solution is compatible with existing Citi accounts receivable solutions, including Citi Payer ID Accounts for automated reconciliation. The virtual account solution is currently available for clients across Western Europe, supporting 16 jurisdictions and 37 currencies.

Accounting 75

Accounting Reconciliations Treasury Currencies 75

PYMNTS

SEPTEMBER 16, 2020

Cloud enterprise resource planning (ERP) company Acumatica has rolled out its Acumatica Advanced Expense Management and Electronic Bank Feeds for its Acumatica Cloud ERP solution, which will increase automation and electronic banking, according to a press release. And anomaly detection and streamlined bank reconciliation will be available.

Reconciliations 76

Reconciliations Auditing Compliance Banking 76

PYMNTS

MARCH 18, 2020

As Biegel explained, a lack of data standardization across payment tools remains a challenge to the reconciliation and cash application process, even when that data is electronic. The lockbox offers an important step toward digitizing data in check transactions, which is key to reconciliation and cash application processes.

Reconciliations 80

Reconciliations Invoicing Communication B2B 80

PYMNTS

NOVEMBER 10, 2020

With the new upgrade, HashCash customers will now have access to real-time document sharing, automation and reconciliation, available instantly through B2B payments, the release stated. HashCash Consultants has integrated its HC Corporate Payment features with the existing infrastructure for B2B payments, according to a press release.

B2B 75

B2B Banking Reconciliations Planning 75

Future CFO

JANUARY 7, 2024

Agile planning makes room for development and progress from limited insight and hindsight to a good scenario planning among finance leaders. In case of a revenue shortfall, what happens if the organisation accelerates its hiring plan to reduce the gap between staffing and the revenue target?

Planning 52

Planning Finance Reconciliations Budgeting 52

Future CFO

AUGUST 1, 2023

Supriya Deka: The general features of financial applications include accounting, reporting & analytics, bank reconciliation, billing & invoicing, asset management, budgeting & forecasting, financial risk management, expense tracking, and payroll management. This can be time-consuming and lead to errors when handled manually.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

Centage

SEPTEMBER 6, 2022

As a business owner or chief financial officer (CFO), spreadsheets may be an important part of your financial forecasting, planning, and budgeting processes. With its widespread use, some businesses may see Excel as their only solution for corporate financial planning.

Securities 98

Securities Cash Flow Forecasting Budgeting Forecasting 98

PYMNTS

OCTOBER 6, 2020

In addition, customers can now obtain multiple pictures of checks that have been posted to their accounts to help with account reconciliation with the check image retrieval API. The bank plans to have further APIs in the future.

Treasury 75

Treasury Foreign Exchange Banking Reconciliations 75

Jedox Finance

OCTOBER 29, 2021

Sales targets should always be planned bottom-up and top-down. Actionable sub-plans motivate and serve the overall goal. Using this info to develop actionable plans that colleagues in sales can implement is key. Adjustments to plans to achieve targets can then be implemented quickly. Start with what you already have.

Sales 116

Sales Profit and Loss Reconciliations Planning 116

PYMNTS

DECEMBER 30, 2020

To that end, as Lisa Shields , CEO of FISPAN , told Karen Webster, contextual business banking, with service embedded within enterprise resource planning (ERP) and business banking, is ready to take off. Ideally, they need to change existing ecosystems without giving rise to a major IT project.

Banking 97

Banking Accounts Payable Treasury Reconciliations 97

PYMNTS

OCTOBER 8, 2020

The pandemic, then, has been spurring healthcare providers to be motivated to change — to approach their patients with personalized payment plans, revamped billing practices — and a renewed effort to understand what’s affordable. Data exchange and back-end systems, along with reconciliation processes, also must be improved.

Healthcare 119

Healthcare Reconciliations Communication Planning 119

PYMNTS

SEPTEMBER 27, 2020

The technology purports to offer a quicker way to get work done, with businesses able to plug in enterprise resource planning (ERP) and AR processes and connect with users all over the globe. HighRadius also offers services for cash reconciliation, eInvoicing and collections to help those in underserved markets.

Banking 89

Banking Treasury Reconciliations Invoicing 89

PYMNTS

MARCH 4, 2020

The enterprise resource planning ( ERP ) system has been a staple of corporate finance operations for years, acting as a central repository of data and a hub to initiate a range of processes, from accounting to procurement. But the ERP of today doesn’t look like it used to.

Cash Flow Forecasting 104

Cash Flow Forecasting Accounts Payable General Ledger Corporate Finance 104

Jedox Finance

AUGUST 23, 2022

To successfully move from outdated spreadsheet workflows to using integrated financial planning, there are important steps and decisions to consider. In this guide, we will discuss how the Office of Finance can embark on the path to successful integrated planning. What is integrated planning? What is integrated planning?

Planning 52

Planning Budgeting Forecasting Reconciliations 52

Future CFO

OCTOBER 4, 2020

This is where Integrated Business Planning (IBP) – the next generation of planning comes into play. Compare actual performance to planned data and drill down to details. Compare actual performance to planned data and drill down to details. Link financial targets to operational drivers & activities in each department.

Finance 40

Finance Planning Reconciliations Auditing 40

Bramasol

JULY 16, 2024

As with real world debt, Digital Debt must be constantly serviced at high costs; primarily in the form of low productivity, time-consuming data reconciliation, lack of end-to-end visibility, continuous maintenance updates, and inability to make changes. There are many indicators that your company has excessive Digital Debt.

SAP 88

SAP Reconciliations Leverage Prioritization 88

PYMNTS

JANUARY 25, 2019

As they work to achieve this, more companies are ditching paper-based methods and embracing digital solutions that streamline payments and reconciliations. Citizens plans to provide greater payments speed to its clients this year by using the RTP rail developed by The Clearing House (TCH). as an example.

Reconciliations 67

Reconciliations Banking Education Accounting 67

CFO Talks

SEPTEMBER 5, 2024

Ensuring Data Integration In today’s interconnected world, your FIS must seamlessly integrate with other business systems, such as Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Human Resources (HR) systems. Planning for Scalability Finally, it’s crucial to design your FIS with the future in mind.

IFRS 98

IFRS GAAP Compliance Reconciliations 98

PYMNTS

AUGUST 19, 2020

Whether end users want transactions to integrate through their enterprise resource planning (ERP) systems, AP departments, point-of-sale (POS) solutions or eCommerce platforms, solution providers must remain flexible and seamless. Finally, addressing the unique pain points of each client is paramount to customer success.

Accounts Payable 127

Accounts Payable B2B Reconciliations Banking 127

PYMNTS

JANUARY 25, 2021

We’re making it easier for school employees charged with maintaining school facilities to obtain the supplies they need while automating the reconciliation of their day-to-day spending in a completely paperless manner,” ClassWallet CEO and Co-Founder Jamie Rosenberg said in the announcement. 25) announcement.

Reconciliations 61

Reconciliations Vendor Management Education Technology 61

PYMNTS

JULY 10, 2019

The payments and technology giant announced Tuesday (July 9) the rollout of its Virtual Card Receivables Service, a tool to digitize the virtual card payment acceptance and reconciliation process for businesses.

Cash Flow Forecasting 62

Cash Flow Forecasting Reconciliations Invoicing B2B 62

PYMNTS

FEBRUARY 4, 2020

Once reserved for only the largest and most sophisticated firms, automated enterprise resource planning (ERP) and accounting platforms are now accessible for even the smallest of businesses, and data from those systems is the new currency of operational efficiency. A Reconciliation Headache. According to Dean M.

Reconciliations 61

Reconciliations B2B Invoicing Accounting 61

PYMNTS

OCTOBER 14, 2020

Its predecessor, RegalPay, has been available since 2008, connecting to more than 160 enterprise resource planning (ERP) systems. Reconciliation also comes with the offering. To streamline B2B payments, MineralTree company Regal Software unveiled its RegalPay One offering in a Wednesday (Oct. 14) announcement.

B2B 82

B2B Banking Accounts Payable Reconciliations 82

The Finance Weekly

APRIL 5, 2022

As automation has shown, everyone is better off when manual tasks are left to machines and more time is used for analyzing and planning. FP&A departments are spending too much time performing manual tasks, such as preparing budgets and account reconciliations, and not enough time analyzing the data.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

MAY 28, 2020

The FinTech enterprise Software-as-a-Service (SaaS) company, which is focused on automating treasury management and order-to-cash processes, said the new technology reinforces its investment and plan to make AR automation an important driver for business expansion, according to an announcement.

Technology 52

Technology Reconciliations Accounts Payable Credit Risk 52

Future CFO

AUGUST 2, 2020

Excel remains the de facto standard for planning – users can quickly, cost-effectively and independently conduct budgeting, and forecasting. By automating important but frequent planning processes, you can react faster and work out fast and accurate budgets & forecast in times of uncertainty.

Planning 40

Planning Reconciliations Budgeting Forecasting 40

Future CFO

JULY 21, 2024

When planned and executed properly, the challenges surrounding technology can undoubtedly become great opportunities for business development and it is up to accounting professionals to seize these for their benefit. Abrol also thinks that there is a need to adapt existing processes to integrate new technologies seamlessly. "We

Finance 104

Finance Accounting Principles Problem Solving Accounting 104