Trade Credit & Liquidity Management

JULY 14, 2025

Even the most dependable customers can experience financial setbacks due to market changes, management shifts, or economic downturns. Take proactive steps: review their credit report, check in with their suppliers and banks, and consider a site visit if the account is significant. Start with reminders at 5–10 days past due.

Invoicing 52

Invoicing Problem Solving Prioritization Accounting 52

CFO Talks

FEBRUARY 13, 2025

Send Invoices Promptly & Follow Up Regularly One of the main reasons businesses experience cash flow problems is the late issuance of invoices. An invoice serves as a formal request for payment, and the sooner it is sent, the sooner the customer can process and settle it.

Credit Risk 52

Credit Risk Invoicing Economics Securities 52

Global Finance

FEBRUARY 5, 2025

Although generally available in the consumer market for about a decade, the electronic payment model of buy-now-pay-later (BNPL) is finally bearing fruit for micro, small and midsize enterprises (MSMEs) by avoiding interest payments on corporate credit cards, reducing paperwork, facilitating quicker transactions, and improving liquidity management.

B2C 52

B2C B2B Invoicing Credit Risk 52

The Finance Weekly

DECEMBER 2, 2024

When you’re making small-talk with someone who isn’t in finance or accounting about how work is going, and they answer with “busy,” do you ever question how hard it really is? They have a five person accounting team who spend an unwieldy amount of time dumping data from NetSuite into Excel. These processes vary.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Financial Modeling Data Analysis 52

KG Virtual CFO

JULY 21, 2025

For example, a service‐based startup that tracks daily inflows can adjust staffing or marketing spend before a liquidity squeeze occurs. When operating cash inflows exceed outflows, a business can reinvest in product development or marketing, accelerating growth without external financing. Define concise payment terms (e.g.,

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting CFO Invoicing 52

Bramasol

APRIL 29, 2025

As with many other market segments, the Medical Device industry is being disrupted by two major macro trends: 1) the move to new offerings with recuring revenue models, and 2) the transformation of business operations with cloud-based ERP systems.

SAP 82

SAP Leverage IFRS Healthcare 82

Future CFO

MARCH 11, 2025

The role of the Chief Financial Officer (CFO) has undoubtedly moved outside the traditional accounting function and into a strategic leadership position. This agility allows businesses to react more quickly to changing market conditions and ensures that processes align with business needs.

Finance 52

Finance Compliance Performance Measuring CFO 52

Future CFO

JUNE 19, 2025

Asset acquisitions, market entries, and decentralised operations demand more than technical expertise, as they require navigation around fragmented regulations, cultural complexities, and resource constraints while ensuring agility and compliance. This would help keep your market activities compliant and mitigate antitrust risks."

Finance 52

Finance Compliance IFRS GAAP 52

Trade Credit & Liquidity Management

JUNE 10, 2025

The collectability of your accounts receivable (AR) portfolio also impacts your company’s operational and financial performance as well as borrowing capacity and costs. These accounts will provide the greatest sales growth and profit potential. This requires an efficient accounting or collection software platform.

Invoicing 52

Invoicing Sales Accounting Securities 52

Global Finance

OCTOBER 31, 2024

million in pretax profits in 2023, and a presence in 20 markets on the continent and four global centers—empowering SMEs means fueling Africa’s economic development. Its home market of Nigeria is a poster case. SMEs account for 16% of the bank’s business, or approximately $1.5 billion, giving Banreservas a 28% market share.

Banking 52

Banking Finance Construction Foreign Exchange 52

CFO Talks

MARCH 4, 2025

Quick Tip: Review your business finances at least quarterly and make adjustments based on the latest market trends. Market Risks Are you relying too much on one big client or product? Process Automation Using tech to handle invoices, payroll, and reports can save money and reduce errors. So how do you prepare for uncertainty?

Budgeting 52

Budgeting Forecasting Invoicing Sales 52

Trade Credit & Liquidity Management

JUNE 23, 2025

Credit Decisions Can Make or Break Your Cash Flow According to Dun & Bradstreet, poor credit decisions account for over 30% of the bad debt incurred by B2B companies. Without access to credit data, they may offer discounts too early or skip tightening terms for risky accounts, which can reduce margins and increase risks.

B2B 52

B2B Sales Finance Leverage 52

Global Finance

FEBRUARY 4, 2025

It also boosts adaptability and maintains stability in challenging markets. According to a report published by market research and consulting firm IMARC Group, the global SCF market reached $7.5 According to a report published by market research and consulting firm IMARC Group, the global SCF market reached $7.5

Finance 52

Finance Invoicing Banking Manufacturing 52

Trade Credit & Liquidity Management

JULY 3, 2025

Singh explains that while traditional ERP systems handle some aspects of O2C, such as invoicing, payment application, and ledger management, they often fall short of providing full transparency and automation. Many critical functions, such as customer contact management, reside in separate systems (e.g.,

Credit Risk 52

Credit Risk CFO Invoicing Leverage 52

Global Finance

MAY 6, 2025

Using the Velocity platform, the banks accounts are tokenized and embedded into QR codes, enabling customers to make instant payments via mobile phones. Business accounts have also evolved, with customers able to generate tokenized account numbers that add precision to transaction reconciliations.

Cash Management 52

Cash Management Leverage Banking Reconciliations 52

CFO Plans

FEBRUARY 17, 2025

It’s imperative to track financial health indicators, such as cash flow statements, balance sheets, and profit and loss accounts. Be on the lookout for warning signs of cash flow problems, such as delayed payments from clients, a mounting pile of unpaid invoices, or dwindling cash reserves.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Profit and Loss Startups 52

Global Finance

MAY 1, 2025

The strategic and operational aim of the IFIs is to increase digitalization to drive efficiency, gain new customersparticularly at the higher end of retail and commercial bankingand raise competitiveness in challenging banking markets. This includes cash, trade, treasury, and capital-market products.

Finance 83

Finance Banking Retail Investments 83

E78 Partners

APRIL 16, 2025

Yet, many finance and IT leaders still treat Technology Expense Management (TEM) as an afterthought, a reactive function focused on invoice processing or software license tracking. Invoices go unchecked. Every contract, invoice, and service is verified for accuracy, compliance, and relevance. Contracts are scattered.

Technology 52

Technology Auditing Invoicing Benchmarking 52

Global Finance

FEBRUARY 4, 2025

To mitigate the impact of tariff wars, businesses must carefully assess their trade risks, diversify their supply chains, and explore alternative markets. Whether its from a banking perspective or otherwisewhen you are with newer counterparties, especially mid-market ones, they need help. Morgan J.P.

Finance 52

Finance Banking Invoicing Leverage 52

Global Finance

APRIL 7, 2025

By integrating financial services into nonfinancial platforms, EF allows companies to access financing options like invoice factoring or supply chain finance at the point of transaction. Plaid connects to bank accounts and Stripe connects to cards. Future Market Insights projects EF revenues growing to $291.3 billion in 2023.

Finance 52

Finance Invoicing B2B Treasury 52

PYMNTS

JULY 27, 2020

Although there are countless ways a cybercriminal can swindle funds from a company — either from the outside or within — it’s often the invoice at the center of the crime. This week’s Data Digest looks at the latest in B2B payments fraud and the invoice’s role in supplier payment redirect scams, credential theft and more.

Invoicing 101

Invoicing Accounts Payable Advertising B2B 101

PYMNTS

SEPTEMBER 29, 2020

The pain points that accounts receivable (AR) teams most commonly experience can be boiled down to three underlying and related problems: continued reliance on manual AR management practices, and the resulting lack of speed and high operating costs associated with managing receivables. Reliance on manual processes has far-reaching effects.

Accounting 121

Accounting B2B Invoicing Prioritization 121

PYMNTS

MAY 20, 2020

To that end, Ajay Agrawal , CEO and founder of SirionLabs , told PYMNTS, “invoice leakage” occurs when firms do not have the ability to review invoices from their suppliers on a “granular level,” which leads to missed opportunities to spot discrepancies.

Invoicing 78

Invoicing Auditing Technology Economics 78

PYMNTS

AUGUST 9, 2020

Due to the SAP Ariba Network, suppliers have access to better visibility for invoices and orders, with the ability to self-manage account information, submit invoices electronically and receive new purchase orders. Strides have been made lately toward eliminating late invoice payments, PYMNTS reported.

SAP 144

SAP Invoicing Risk Management Education 144

Bramasol

MAY 23, 2024

Previous episodes in this Insights Series have explored the challenges created by new Digital Solutions Economy paradigms for billing, fulfillment, invoicing, revenue accounting, and compliance across a wide range of industries. Also, diversification of services offered can help mitigate risk and strengthen revenue streams.

Compliance 101

Compliance Accounting SAP Invoicing 101

PYMNTS

JANUARY 13, 2021

Expense management technology provider Medius and international eDocument service company Pagero have collaborated to help companies handle digital invoices. The new collaboration lets their joint customer base get and handle digital invoices in different formats throughout the world, according to a Wednesday (Jan. 13) announcement.

Invoicing 67

Invoicing Accounts Payable Compliance Accounting Firms 67

PYMNTS

NOVEMBER 25, 2020

In an effort to assist small business owners in Britian on a greater scale, small business accounting software company FreshBooks has teamed with Barclays to offer joint offerings to customers in the country. In September, the company said it bought Mexico-based digital invoicing company Facturama. 25) announcement.

Accounting 94

Accounting Invoicing Finance Planning 94

PYMNTS

MAY 12, 2020

To automate accounts payable (AP) procedures, Ephesoft, Inc. rolled out its Semantik Invoice cloud-based data acquisition product. ” The reader technology of Ephesoft recognizes important fields like invoice date, ship date and terms, among other data. .” days, AP processing is ripe for innovation.”

Invoicing 68

Invoicing Accounts Payable Forecasting Accounting 68

PYMNTS

FEBRUARY 26, 2020

That means emerging services are multitasking, easing friction for both accounts payable and accounts receivable. Below, PYMNTS explores the latest initiatives and finds that innovators are looking at the accounts receivable side to tackle accounts payable friction. Tipalti Reallocates The Workload.

Accounting 72

Accounting Accounts Payable Invoicing General Ledger 72

PYMNTS

NOVEMBER 20, 2019

Citi noted traditional methods of cross-border accounts receivable are inefficient, involving multiple collections service providers with silos between invoicing, collection and reconciliation. Citi is deploying its localized payments services and FX offering to streamline the collections process.

Accounting 83

Accounting Reconciliations Invoicing Currencies 83

PYMNTS

FEBRUARY 20, 2020

As Open Banking spreads further into the small business (SMB) financial services market, accounting and lending platforms are taking advantage. Small business accounting platform FreshBooks recently announced an agreement to integrate with Taxfyle , a data sharing arrangement that aims to automate tax prep for small business owners.

Accounting 87

Accounting Banking Invoicing Sales 87

PYMNTS

MARCH 3, 2020

It’s not difficult for a supplier to tell when accounts receivable (AR) processes are not optimized. Late payments, invoice disputes and even fraud are all glaring red flags of AR inefficiencies and friction. Invoice-to-Cash Optimization. Yet managing this information is key to receiving payment.

Accounting 74

Accounting Invoicing Reconciliations B2B 74

PYMNTS

JUNE 17, 2020

Connecting B2B vendors to financing on their unpaid invoices can grant them the financial stability they need to keep trade flowing, but it comes with its own set of challenges — both for the vendor and financiers. “Invoice finance is a very effective way for suppliers to obtain fast and affordable working capital,” he said.

Invoicing 68

Invoicing Finance B2B Credit Risk 68

PYMNTS

DECEMBER 28, 2020

Nacha is issuing a warning to accounts payable professionals with regards to the rising threat of fraud. But accounts payable is far from the only back-office financial workflow at risk of fraud. The DOJ accuses the individual of fraudulently invoicing more than $1.5 Department of Justice revealed. million in customs costs.

B2B 116

B2B Accounts Payable Invoicing Manufacturing 116

PYMNTS

MARCH 26, 2020

Growing awareness of the cash flow pain caused by late B2B payments has led to increased calls to incentivize, and in some cases even mandate that larger corporates accelerate their invoice payment processes when working with small suppliers. In all, more than one-third of businesses surveyed admitted to this slip-up.

B2B 72

B2B Accounting Invoicing Accounts Payable 72

PYMNTS

JUNE 25, 2020

As accounts payable (AP) and accounts receivable (AR) operations continue to converge for many organizations, buyers and suppliers are increasingly acknowledging the value of using each other’s technology platforms to promote stronger B2B relationships. Peasy recently launched in the U.K. Esker Adds Credit Tech To AR Platform.

Invoicing 112

Invoicing Accounts Payable B2B Currencies 112

Future CFO

MARCH 14, 2024

Talent shortage among accounting staff continues to persist in many parts of the world including Southeast Asia, with the issue being most felt by small accounting firms that struggle to compete with the big accounting firms: KPMG , PwC , Ernst & Young , and Deloitte.

Accounting 98

Accounting Finance Financial Analysis Compliance 98