CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology 130

Technology Planning Investments Leverage 130

PYMNTS

DECEMBER 23, 2019

India-based accounts payable automation company Finly has announced new funding as it plans to expand its B2B product offering, reports in YourStory said Monday (Dec. B2B FinTech is growing in popularity for India’s robust startup community, while the market is also an attractive target for more established players in the industry.

Startups 52

Startups Accounts Payable Securities B2B 52

PYMNTS

MAY 16, 2018

Small business accounting company MYOB is introducing another way for businesses to get paid through a new partnership with BPAY , reports in Mozo said this week. BPAY is an electronic bill payment system that is also integrated into Xero’s platform for invoice payments.

Invoicing 40

Invoicing Accounting Startups Planning 40

PYMNTS

OCTOBER 20, 2016

Startup Apruve began its own business by trying to solve that issue. This is a cumbersome, manual process to manage (AR) and expensive (cost of capital, loss),” said Noble, who is a self-dubbed startup veteran coming from LimeWire and Xanboo. “It Businesses certainly purchase differently than consumers do. And on the horizon now?

B2B 73

B2B Startups Credit Risk eCommerce 73

PYMNTS

APRIL 24, 2020

Yet demand for contactless payments and digital, automated financial solutions means FinTech funding may not take as hard of a hit as other startup segments. Plus, an accounts payable technology company announced a $127 million equity round. “We haven’t seen a substantial pullback yet within the U.S. KarbonCard.

B2B 77

B2B Accounts Payable Startups Invoicing 77

PYMNTS

SEPTEMBER 21, 2016

A new company has entered the market of cloud-based accounting for small businesses, and it isn’t shy about taking on the competition. TopNotepad announced plans to expand into the U.K., Australia and Canada after a soft launch of its SME accounting service in the U.S.

Startups 69

Startups Invoicing Accounting Planning 69

PYMNTS

APRIL 26, 2019

It was a slow week for B2B FinTech funding rounds, but investors nevertheless provided an impressive sum to industry startups. EnKash said it also plans to bolster its leadership team with the new investment. Holded plans to use the investment to focus on international expansion and boost investment in its core software functionality.

B2B 70

B2B Accounts Payable Invoicing Startups 70

PYMNTS

OCTOBER 25, 2017

Countingup , a FinTech that aims to combine and streamline corporate banking and accounting for small- and medium-sized businesses (SMBs), secured fresh funding this week, according to news from TechCrunch. Countingup, started by Clear Books Founder Tim Fouracre, plans to use the venture capital funding to launch operations in the U.K.

Accounting 44

Accounting Banking Invoicing Construction 44

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. In all, more than $87.8 Access Fintech.

B2B 51

B2B Startups Treasury Financial Data 51

Spreadym

JUNE 19, 2023

This forecast serves as a baseline for monitoring and planning your cash flow. Manage Accounts Receivable: Monitor your accounts receivable closely, ensuring that customers pay their invoices on time. This may involve segregating duties, implementing approval processes for expenses, and regularly reconciling accounts.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

Navigator SAP

FEBRUARY 17, 2022

Enterprise resource planning (ERP) systems are one way to keep up with ever-changing variables and to derive the insights that are critical to keep growing your business in uncertain times. 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

PYMNTS

SEPTEMBER 6, 2019

Startups in India saw the majority of that activity, while France and the U.S. landed on the board, too, as alternative lending, small business banking, back-office financial management and accounts receivable technology enticed backers. Yelo also plans to expand its team and invest in product development and sales, reports said.

B2B 62

B2B Invoicing Accounts Payable Startups 62

PYMNTS

SEPTEMBER 15, 2020

Consider the fact that in Mexico it can take four to six months to open a business account — and as much as a year to get access to a debit card. As Poovala told Webster: “We had to get a debit card by actually creating our own startup. It’s been 20 months, and we tried to get a debit card from some of the largest banks.

Banking 103

Banking Invoicing Accounting Leverage 103

PYMNTS

MARCH 30, 2018

Combined, more than $337 million in funding will fuel growth for an array of B2B startups that revealed their latest funding rounds this week. based startups dominated, with investors focusing on cybersecurity solutions and on startups that aim to streamline back-office functions. PYMNTS breaks down the latest deals below.

Startups 46

Startups B2B Mergers and Acquisitions (M&A) Accounts Payable 46

PYMNTS

AUGUST 16, 2019

Small business finserv was a popular target this week, with startups securing funding for their SMB banking, lending and accounting tools. Reports noted Kobo360 plans to deploy the funding to further develop its product offering and expand its customer base. Below, PYMNTS breaks down the latest in B2B FinTech funding.

B2B 71

B2B Invoicing Startups Corporate Finance 71

PYMNTS

JULY 31, 2018

This month, startups such as Tipalti have brought on three partners to extend value to its clients, while startups such as AvidXchange are deepening their existing relationships. Here is the latest news from startup-land in July. dollars that are exchanged from the user’s existing cryptocurrency account.

Startups 43

Startups Invoicing Leverage Finance 43

PYMNTS

DECEMBER 1, 2017

This week’s B2B venture capital breakdown is an impressive blend of startups and, together, they’ve raised more than $279 million. From a firm that targets accounting for blockchain companies to a social network for farmers, investors certainly diversified their funding targets. Blockchain. B2B eCommerce.

Startups 47

Startups B2B Transportation Auditing 47

PYMNTS

MARCH 6, 2020

Just this week, RTP Global announced a a fund, with the venture capital firm planning to deploy that cash for early-stage technology companies in areas like FinTech and Software-as-a-Service (SaaS). Frontline Ventures , meanwhile, revealed an $80 million fund targeting software startups based in the U.S. At the same time, the U.S.

B2B 80

B2B Startups Nonprofit Reconciliations 80

PYMNTS

SEPTEMBER 18, 2020

Venture capital appears to be picking back up in the B2B technology startup community. But it was one startup, which helps other businesses launch their own subscription service offerings, that secured the largest round of the week, perhaps reflecting the rising tide of companies looking to shift business models amid market uncertainty.

B2B 90

B2B Startups Investments Healthcare 90

Planful

FEBRUARY 10, 2021

On the fourth episode of Being Planful, I was joined by Chris Ortega, Director of Finance, Americas, for Emarsys , a provider of omnichannel customer engagement software. He has built the Americas accounting, finance, and FP&A teams at Emarsys with a focus on patience, precision, and people. Sometimes I’m the legal person.

Planning 40

Planning Finance Numbers Technology 40

BlueLight

JULY 30, 2020

Forward In the current economic crisis, business leaders from early-stage startups to large multinational corporations have had to make difficult decisions. My motivation was to understand the responsibility of the CFO suite, the process of billing to accounting, and the software tools available to run an effective finance office.

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 52

PYMNTS

FEBRUARY 4, 2020

Alternative lending firm Kabbage is introducing a new loan product that offers customized cash flow solutions to small and medium-sized businesses (SMBs), the payments startup announced on Tuesday (Feb. Kabbage Payments is perfect for a small business owner who wants to start generating invoices and getting paid today.”.

Invoicing 61

Invoicing Management Consulting Startups Accounting 61

PYMNTS

JANUARY 14, 2021

Today in B2B payments, Citi announces its news Treasury and Trade Solutions (TTS) head, while Rho lands new funding and adds accounts payable to its business banking technology. Plus, Medius collaborates on invoice management, TravelPerk acquires NexTravel, and Sweep lands funding for T&E tools. 13) announcement. Sweep Raises $1.2

B2B 56

B2B Accounts Payable Banking Invoicing 56

PYMNTS

FEBRUARY 7, 2019

Procure-to-pay software company Yooz plans to expand into the U.K., A press release revealed that the company will make its automated accounts payable (AP) solution available to U.K. A press release revealed that the company will make its automated accounts payable (AP) solution available to U.K.

Accounts Payable 49

Accounts Payable Marketing Invoicing Reconciliations 49

PYMNTS

MAY 22, 2020

Bad news hit the startup community this week as new analysis from CBInsights revealed a significant decline in venture capital (VC) funding in the first quarter of 2020. The company connects SMBs to invoice financing via is mobile app Bridge2Capital, targeting retail shopkeepers with a way to finance their outstanding payables.

Finance 56

Finance B2B Startups Invoicing 56

PYMNTS

FEBRUARY 8, 2019

However, venture capitalists are urging caution on the tech startup community. Reports in the Financial Times earlier this week revealed that investors are advising startups to hold on to cash and gather reserves to remain stable amid any market uncertainties. 2nd Address. ANNA Money.

B2B 75

B2B Cash Flow Forecasting Startups Finance 75

PYMNTS

NOVEMBER 15, 2019

As the fallout from WeWork ’s stumbles continues, one could easily wonder if the market is beginning to question not only the position of WeWork backer SoftBank in the tech investment space, but whether venture capitalists (VCs) have placed too much confidence in tech startups as a whole. The answer is no, according to a Thursday (Nov.

B2B 40

B2B Startups Invoicing Investments 40

PYMNTS

NOVEMBER 16, 2018

In a week of multiple nine-figure venture capital funding rounds, B2B FinTech has proved it plans to end the year on a high note. This week, RPA startup Automation Anywhere made waves with its $300 million investment from the SoftBank Vision Fund, reports said Thursday (Nov. The investment now values Automation Anywhere at $2.6

Accounts Payable 77

Accounts Payable Foreign Exchange Currencies Startups 77

PYMNTS

DECEMBER 11, 2020

The company supports the full purchasing cycle with invoice integration and compliance auditing capabilities. SOLV said it plans to expand into new geographies to reach more SMBs around the globe. In addition to geographic expansion, the company said it plans to grow its staff count. Modularbank. the company said.

B2B 77

B2B eCommerce Banking Healthcare 77

CFO Share

MAY 19, 2022

AR factoring is when you sell your accounts receivable at a discount for quick cash. These discounts are usually between 1-3% of the total invoice amount. ABL is debt secured by specific AR invoices, similar to factoring. Here’s the process for refinancing business debts: Clean up historic accounting.

Profit and Loss 52

Profit and Loss Forecasting CFO Invoicing 52

PYMNTS

MAY 1, 2020

Logistics and freight technology startup Nuvocargo issued a press release announcing $5.3 Nuvocargo plans to expand its capabilities to enable shipping throughout Latin America, and said it will deploy the funding to expand its teams in the U.S. Wise didn’t reveal exactly what it plans to do with the funding. and Mexico.

Banking 66

Banking B2B Accounts Payable eCommerce 66

PYMNTS

AUGUST 10, 2018

Asia-Pacific and North American startups took the lead this week, with funding going to small business (SMB) accounting, payroll, B2B eCommerce and cybersecurity firms — just to name a few. Take a look below at the full list of B2B startups that secured new funding this week. million in debt and equity financing.

B2B 40

B2B Invoicing Startups eCommerce 40

BlueLight

MAY 1, 2020

This function is called financial planning and analysis (FP&A). The CFO is focused on company-level strategic planning and building a relationship with investors. Early-stage startup: Focused on finding product market fit, limited financial information to work with. The CFO takes on the responsibility of FP&A.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

PYMNTS

JANUARY 17, 2020

Two industry startups secured their first venture capital rounds this week, with investors targeting an array of service providers — from alternative small to medium-sized business (SMB) lenders to B2B sales automation platforms — and focusing on a variety of geographic markets, from India to California. million in seed funding, U.K.-based

B2B 52

B2B Cash Flow Forecasting Valuation Startups 52

PYMNTS

SEPTEMBER 24, 2019

Nationwide did not disclose the value of its investment in the company, though the firms noted that the funding comes as the bank plans to launch its own business current account. The Society continues to invest for the future,” said Nationwide’s Deputy Chief Executive Tony Prestedge in a statement.

Investments 53

Investments Banking Startups Invoicing 53

PYMNTS

AUGUST 24, 2018

The big B2B venture capital news of the week was Augmentum Fintech’s trio of investments, signaling the company’s focus on the B2B FinTech market — but it wasn’t the only firm targeting this startup space. The company also plans to grow its staff, focus on product enhancement, and explore acquisition opportunities. OfBusiness.

B2B 40

B2B Finance Accounts Payable B2C 40

PYMNTS

SEPTEMBER 27, 2019

Below, PYMNTS breaks down how more than $420 million in funding landed with B2B startups. s Nationwide Building Society did not disclose how much it invested in BankiFi , but it did say that it’s support to the open banking FinTech comes as Nationwide plans to launch a business current account. said this week.

B2B 59

B2B Accounts Payable Startups Advertising 59