CFO Leadership

JANUARY 5, 2024

Automate Finance Fundamentals Particularly as businesses grapple with the accountant shortage , automation is key to get the work done and, just as importantly, attract and retain talent. High-impact areas to automate include invoice processing, the financial close, and internal controls. Here’s a sampling.

CFO 97

CFO Invoicing Leadership Cash Management 97

PYMNTS

FEBRUARY 20, 2020

As Open Banking spreads further into the small business (SMB) financial services market, accounting and lending platforms are taking advantage. A spokesperson for the bank confirmed reports, noting that JPMorgan had already signed agreements that cover about 95 percent of data access requests.

Accounting 87

Accounting Banking Invoicing Sales 87

CFO Network

MARCH 11, 2024

Effective cash flow management is crucial for sustaining day-to-day operations, investing in growth opportunities, and weathering unexpected financial challenges. One of the most common pitfalls in cash flow management for SMBs is delayed invoicing.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Forecasting 52

The Charity CFO

FEBRUARY 4, 2022

Do a Google search on nonprofit bookkeeping, and you’ll find page after page of articles on nonprofit accounting. Because while nonprofit bookkeeping and accounting are related, they’re not the same thing. A bookkeeper records and organizes financial data; an accountant interprets and presents that data. .

Nonprofit 98

Nonprofit Invoicing General Ledger GAAP 98

The CFO College

AUGUST 31, 2021

If company owners don’t have a realistic view of their financials and are not set up for capital raising, reports, and tax prep, their dream may fade away before they ever get a chance to open their doors. As an accountant or bookkeeper, you can help prevent startups from going under or losing profitability. And much more.

Startups 81

Startups Accounting General Ledger Forecasting 81

Future CFO

AUGUST 1, 2023

Companies are increasingly seeking secure and compliant solutions to manage their financial data. As a result, the market for cloud-based financial applications in the region will witness significant growth in the coming years. This can be time-consuming and lead to errors when handled manually.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

PYMNTS

MARCH 14, 2019

That data connectivity is a key component of the firms’ integration, with Cleo Integration Cloud allowing firms to streamline the flow of data from external systems and interactions, such as with suppliers, customers and partners.

Financial Data 56

Financial Data Invoicing Finance Sales 56

The Finance Weekly

APRIL 13, 2024

Conversely, business finance software caters to the more complex financial needs of businesses, offering tools to track income and expenditure, generate financial reports, and handle accounts receivable and payable effectively. Contact Their sales team for a custom quote.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Invoicing Budgeting 52

CFO Leadership

JANUARY 25, 2024

Automate Finance Fundamentals Particularly as businesses grapple with the accountant shortage , automation is key to get the work done and, just as importantly, attract and retain talent. High-impact areas to automate include invoice processing, the financial close, and internal controls. Here’s a sampling.

CFO 52

CFO Invoicing Cash Management Forecasting 52

CFO Leadership

JANUARY 8, 2024

Automate Finance Fundamentals Particularly as businesses grapple with the accountant shortage , automation is key to get the work done and, just as importantly, attract and retain talent. High-impact areas to automate include invoice processing, the financial close, and internal controls. Here’s a sampling.

CFO 52

CFO Invoicing Leadership Cash Management 52

PYMNTS

JANUARY 5, 2017

Technology firm Ricoh is jumping into B2B payments with a new service aimed at digitizing accounts receivable processes. Ricoh Canada revealed this week the launch of its eInvoice Presentment & Payment Service, a solution to help businesses provide electronic invoices to clients and accept payment.

Invoicing 40

Invoicing B2B Accounts Payable Reconciliations 40

PYMNTS

DECEMBER 14, 2020

Amid market volatility, organizations are finding it imperative to accelerate their accounts receivables while extending accounts payables and still maintaining positive buyer-supplier relationships. Achieving real-time data analytics is a lofty goal for organizations without the proper tools. Many Moving Parts.

Accounts Payable 123

Accounts Payable Cash Flow Forecasting Prioritization Invoicing 123

PYMNTS

JUNE 26, 2020

This challenge exists for professionals across the back office, but in business accounting, the lack of data integration and accuracy mean finance experts are spending valuable time correcting information and moving numbers from one platform to another. All of these things require reliable data in real time.”

Accounting 52

Accounting Cash Flow Forecasting Invoicing Prioritization 52

PYMNTS

NOVEMBER 13, 2018

APIs offer third-party FinTech firms new opportunities to make use of valuable data stored within traditional bank accounts. In some instances, these systems deploy this data to create a solution that banks haven’t developed themselves, often due to restricted investments in small business product development.

Cash Flow Forecasting 73

Cash Flow Forecasting Accounting Banking Forecasting 73

The Finance Weekly

APRIL 28, 2024

These let you link up your accounting and finance software with all the top business apps out there. Quickbooks Online Overview QuickBooks Online is an accounting software that lets companies, big or small, handle finances from anywhere with an internet connection.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Invoicing Budgeting Finance 52

PYMNTS

OCTOBER 13, 2017

Order-to-cash is an area of cash flow management that has the potential to significantly enhance a business’s financial performance. ” That business model means companies that would have previously invoiced a customer once a year are now splitting that bill into, for instance, 12 monthly bills.

Financial Data 40

Financial Data Invoicing Cash Management Technology 40

The Charity CFO

MARCH 27, 2024

QuickBooks is a popular accounting software used by businesses and individuals nationwide. And you might be wondering if you can use QuickBooks for your nonprofit accounting. For-profit businesses often don’t have to follow the strict accounting rules of an exempt organization. Nonprofits also need to record expense receipts.

Nonprofit 40

Nonprofit Accounts Payable Compliance Invoicing 40

Adam Kae

MAY 30, 2023

Just as marketing automation has transformed the way we engage with our target audience, financial automation empowers us to simplify and streamline various financial tasks, including invoicing, expense tracking, and reporting. This ensures prompt payments, minimizes human error, and enhances cash flow management.

Marketing 52

Marketing Invoicing CFO Reconciliations 52

The Finance Weekly

NOVEMBER 8, 2022

From accounting and payroll management to budgeting and forecasting, finance is the reason and numbers behind every bit of data that passes through the organization. Here are the 7 best finance software solutions broken down into different categories: 1) Accounting. Perhaps there is no bigger name in accounting than Intuit.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Invoicing 98

PYMNTS

JUNE 22, 2016

In B2B payments, accounts payable automation is a hot topic, as are the challenges AP professionals face when it comes to paying suppliers and managing the data from those transactions. But as Corcentric and IOFM revealed, the accounts receivable department may not have total control over its ability to get automated.

Accounting 42

Accounting Invoicing Reconciliations Accounts Payable 42

Navigator SAP

FEBRUARY 17, 2022

Here are some of the top ERP functional areas of management: Accounting and Finance As money flows in and out, how many software solutions are you using to keep tabs on where it’s going? Sales data related to customer visits, expenses, shipping, invoicing, forecasting, and competitor analysis are all available in one place.

SAP 130

SAP Invoicing Manufacturing Compliance 130

https://trustedcfosolutions.com/feed/

MARCH 26, 2023

This includes bank statements, invoices, receipts, and other documents retaining financial data. Reconcile accounts: Once you’ve reviewed all transactions, you’ll need to reconcile and account for all transactions. Review financial statements: Before finalizing your financial accounts, review them carefully.

General Ledger 62

General Ledger Accounting Invoicing Financial Data 62

PYMNTS

DECEMBER 1, 2020

B2B invoices generally take 37.4 APIs and accounts payable (AP)/accounts receivable (AR) automation are revving up the speed of money and financial data to a pace more in line with pandemic-era market demands. It’s making a major difference. Real-time payments are advancing … quickly in the U.S.,

Treasury 64

Treasury Accounts Payable B2B Invoicing 64

PYMNTS

MARCH 23, 2016

Accounts payable solution Anybill is getting closer to existing partner Intacct in an effort to streamline the flow of financial data between the two platforms. The companies said data that can be transferred includes information on payments, invoices and digital files, like check images.

Accounts Payable 40

Accounts Payable Accounting Invoicing Financial Systems 40

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. He pointed to financial reporting as one example of this shift. Modernizing the ERP.

Cash Flow Forecasting 104

Cash Flow Forecasting Accounts Payable General Ledger Corporate Finance 104

Spreadym

JUNE 19, 2023

Manage Accounts Receivable: Monitor your accounts receivable closely, ensuring that customers pay their invoices on time. Implement efficient invoicing processes, offer incentives for early payments, and promptly follow up on overdue payments to minimize the risk of cash flow gaps.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

PYMNTS

SEPTEMBER 26, 2017

Corporates are being forced to rethink their approach to accounting as new technologies disrupt the way firms transact and manage financial data. But, tools like electronic payments and cloud accounting software are far from the only forces that alter the corporate accounting landscape.

Accounting 40

Accounting B2C Education B2B 40

PYMNTS

MARCH 11, 2020

Bectran, which works in B2B credit management for software-as-a-service (SaaS) programs, announced the release of its enhanced Cash Application solution, which will accommodate multiple data formats and financial data APIs, according to a press release.

Invoicing 52

Invoicing B2B Accounting Financial Data 52

PYMNTS

JANUARY 20, 2021

Xero , a global small business cloud accounting platform, is working with South Africa’s Nedbank to give small- to medium-size business (SMB) clients a digital, application programming interface (API)-enabled bank feed to access financial data, according to an ITWeb report.

Banking 67

Banking B2B Invoicing Accounting 67

The Finance Weekly

NOVEMBER 20, 2023

AI integration in their FP&A function brings various positive outcomes: AI algorithms boost efficiency by swiftly handling large amounts of financial data, reducing the , risk of errors , and enhancing data integrity. Advanced AI solutions offer real-time analysis during data entry.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Cash Flow Forecasting Forecasting 52

PYMNTS

OCTOBER 26, 2018

This week, however, venture capital rounds were all about the small- and medium-sized business (SMBs), and how to address their biggest financial management pain points. raised venture capital for their SMB-facing tools, including global payments, accounting and banking. Businesses across Asia, South Africa, the U.K. GreenSlate.

Foreign Exchange 77

Foreign Exchange B2B Invoicing Startups 77

PYMNTS

JULY 23, 2019

But when SMB suppliers land a contract with a large corporate buyer, they are often forced to accept whichever payment terms and habits that customer imposes upon the buyer-supplier relationship, and unfortunately, that often means delayed and even late invoice payments for a vendor. In the U.S., The firm, which announced a $33.6

Accounts Payable 58

Accounts Payable Invoicing B2B Finance 58

PYMNTS

JANUARY 14, 2020

This complicated process can involve everything from accounting and invoicing software to bank accounts. Today’s financial institutions (FIs) no longer need to worry about solely addressing all their clients’ financial-related needs, however. Leveraging APIs For a More Convenient Workflow.

Cash Management 52

Cash Management Invoicing Accounting Leverage 52

Spreadym

MAY 26, 2023

It helps automate and streamline the budgeting process by providing tools and features to input financial data, allocate funds to different categories, monitor expenses, and generate reports. Users can collaborate on budget plans, update and share information, and work together towards common financial goals.

Budgeting 52

Budgeting Forecasting Financial Modeling SAP 52

Future CFO

MARCH 10, 2024

SS: In a difficult economic climate, CFOs have a critical role to play in driving data-led strategic transformation. However, with their organisations’ financial data living across dozens of disparate tools, requiring hours of manual reconciling across these various systems, their ability to do this is being severely restricted.

Finance 52

Finance Invoicing Cost Management Technology 52

PYMNTS

FEBRUARY 19, 2018

But aside from a government mandate, Mattias Hansson, CEO and co-founder of Zervant , told PYMNTS there are major factors behind encouraging entrepreneurs to invoice their clients electronically. For electronic invoicing to gain traction, it cannot create new challenges for small businesses. Integration.

Invoicing 43

Invoicing B2B Securities Financial Data 43

PYMNTS

AUGUST 3, 2018

For much of the world, electronic invoicing is taking off — not only for the benefits it offers, like enhanced cash flow visibility, but largely because jurisdictions are implementing eInvoicing regulatory requirements to crack down on tax evasion. Data from FEDmanager estimates that of the 19 million invoices issued in the U.S.

Invoicing 40

Invoicing B2B Prioritization Accounting 40