Trade Credit & Liquidity Management

AUGUST 7, 2025

Here are some additional applications for collection environments : Low-Cost, High-Impact Interventions: Outreach Sequencing: Simple, automated reminder emails or calls can prompt payment from a segment of customers who simply overlooked their invoices.

Profit and Loss

KG Virtual CFO

JULY 21, 2025

What Are Best Practices for Managing Accounts Receivable? Effective receivables management enhances cash inflow by setting clear expectations and automating follow-up: Issue professional, timely invoices immediately after delivery of goods or services. How Can Entrepreneurs Optimize Accounts Payable? Net 45 instead of Net 30).

Cash Flow Forecasting

Trade Credit & Liquidity Management

AUGUST 5, 2025

Automating accounts receivable processes has transformed the collections landscape. Before automation, each collector decided on the appropriate action, whether to call or send a letter, depending on the overdue amount and their experience with a particular account.

Accounting

Trade Credit & Liquidity Management

MAY 29, 2025

Automation and artificial intelligence (AI) are transforming accounts receivable (AR) and B2B trade credit management by replacing manual, error-prone processes with intelligent, AI-driven tools. Credit decision-making, collections, cash application, deductions, and communications are greatly enhanced by AI-powered AR automation.

Cash Flow Forecasting

CFO Thought Leader

JANUARY 29, 2025

Collis career began in accounting, where he spent seven years honing technical expertise in public accounting. Read More At PairSoft, Collis leverages these experiences to prioritize purposeful integration. The first is our accounts payable automation solution. We offer two core products.

CFO

The Charity CFO

MARCH 13, 2025

Government regulations are tightening, and donors are demanding more accountability. This ensures accountability and makes audits or donor inquiries easier to manage. Pro Tip: Leverage expense approval tools to ensure all vendor invoices and credit card transactions are reviewed and approved at the appropriate levels.

Nonprofit

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

CFO Simplified

NOVEMBER 12, 2024

They needed an interim Controller to put their accounting team back on track. The accounting manager left three months ago to work for a company with younger people. The accounting manager left three months ago to work for a company with younger people. Their AR and AP accounting staff had been replaced twice in the past year.

Invoicing

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

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

PYMNTS

JUNE 24, 2020

The accounting world was as caught off-guard and unprepared as most other industries when COVID-19 came to town. One fact has clearly surfaced in the interval between pandemic lockdowns and phased reopenings, and it’s this: accounts payable (AP) can’t cut it manually anymore. Invoice processing is expensive on paper.

Accounting

PYMNTS

JANUARY 13, 2021

The paper check, the paper invoice, slow accounts receivable (AR) processes and collecting on aging receivables can be difficult for even the most seasoned AR professionals. Shields noted that accurately predicting anticipated invoice payment dates can have ripple effects throughout an organization. “No The problems are analog.

Accounting

PYMNTS

JANUARY 20, 2021

As a result, finance teams across the business ecosystem began to prioritize digitization and optimization, and many of them drew the same conclusion: Access to data is imperative to efficient and effective operations. Among the largest is the ongoing use of paper and manual workflows like invoice processing.

B2B

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. Accounts receivable and accounts payable are two key functions of the enterprise with significant impact on cash flow.

Accounts Payable

PYMNTS

MAY 4, 2020

Office closures and remote working mandates have created an uncomfortable wakeup call for accounts payable (AP) and accounts receivable (AR) departments that continue to rely on manual, paper-based processes. And there are a lot of them. “Any strategic CFO will recognize the need for digital transformation.”

Invoicing

https://trustedcfosolutions.com/feed/

MAY 17, 2022

The Controller has a direct role in virtually all financial transactions that flow through the accounting structure, so they must know what risks the company is exposed to and ensure that risk exposure is minimized. Often the accounting team has no idea who, if anyone, is reading them or whether the reports are still valuable.

CFO

The Finance Weekly

NOVEMBER 13, 2024

It's crucial for small businesses to maintain good cash flow by managing finances and staying updated on Accounts Receivable (AR). Effectively handling AR means keeping track of customer invoices and making sure payments are collected on time. The main goal of managing AR is to make sure that you collect unpaid invoices on time.

Accounting

Future CFO

AUGUST 1, 2023

According to IDC's 2023 Future SMB and Midmarket Survey , 50% of surveyed respondents (driven by SMBs) in Asia/Pacific state that they will automate their financial and accounting processes through cloud applications in the next 18 months. "As This can be time-consuming and lead to errors when handled manually.

Invoicing

PYMNTS

SEPTEMBER 28, 2020

Businesses and consumers must prioritize cyber resilience and recognize that it is everyone's responsibility to protect their data," said OpenText CEO and Chief Technology Officer Mark J. million was stolen from one company via accounts payable (AP) fraud , the Chicago Tribune reported. Barrenechea in a statement.

Accounts Payable

PYMNTS

SEPTEMBER 18, 2020

But getting funds settled more quickly into their accounts can make all the difference in giving them the cash cushions they need to expand, weather economic shocks and even get their suppliers paid in a timely manner. The settlement wait can be several days in length, with even longer lag times over a holiday weekend.

Sales

The Finance Weekly

FEBRUARY 11, 2024

It's crucial for small businesses to maintain good cash flow by managing finances and staying updated on Accounts Receivable (AR). Effectively handling AR means keeping track of customer invoices and making sure payments are collected on time. The main goal of managing AR is to make sure that you collect unpaid invoices on time.

Accounting

CFO Plans

SEPTEMBER 24, 2024

Discover expert tax planning and accounting services designed to help you thrive. Effective tax planning and accounting are not just about compliance; they are about unlocking opportunities for growth and stability. Embrace Virtual Accounting Services for Startups For startups, managing finances can be particularly challenging.

Tax Planning

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. ” Supporting an Accounting Shift.

Accounting

CFO Share

MARCH 31, 2023

The accounts payable aging (AP) report shows when and how much you owe vendors. Why is an Accounts Payable Report valuable? The AP aging report summarizes and totals vendors’ bills by age, easily allowing you to see how much you owe each vendor and how much total cash you would need to catch up on all invoices.

Accounts Payable

PYMNTS

FEBRUARY 1, 2021

It’s not that automating invoice generation, banishing checks, automating the cash application process and systematically removing all the manual touches from accounts payable (AP) and accounts receivable (AR) workflows weren’t unknown concepts among chief financial officers (CFOs) and treasury departments at the time. “The

B2B

PYMNTS

DECEMBER 18, 2020

Something’s going to happen with paper checks, paper invoicing — the whole paper thing on a grand scale — and businesses need to be ready for that eventuality. Accounting functions are having a funky year, as COVID caught many corporates either right before or in the middle of big digital transformation projects. days to 42.6

Treasury

PYMNTS

JANUARY 8, 2021

For example, that might mean having a process in place so that funds are appropriately applied or available when money comes in during off-hours or on the weekend, she said, and really thinking through the process from an accounting, liquidity and treasury management perspective. Limits And Fees.

Cash Flow Forecasting

PYMNTS

SEPTEMBER 23, 2020

Intelligent Collections will provide real-time visibility and predictive tools to show accounts receivable departments which accounts might be late on payments or delinquent, according to the release.

Corporate Finance

PYMNTS

SEPTEMBER 14, 2017

What makes this so difficult, some analysts say, is that when an employee is directed by a seemingly legitimate C-Suite executive at their company to initiate an invoice payment, an employee isn’t likely to disobey orders from upstairs.

Invoicing

PYMNTS

FEBRUARY 1, 2021

The iDocuments platform integrates with all leading ERP and accounting systems, including SAP Business One, Sage, Infor SunSystems, Exchequer and Microsoft Dynamics, the release says. Accounts payable (AP) automation has been “leading the way” on digitization, with new virtual cards becoming more common, he said.

Accounting

PYMNTS

DECEMBER 26, 2019

The last decade of B2B FinTech innovation not only led to an explosion of product options for businesses to manage a variety of processes, including accounts receivable (AR), accounts payable (AP) and accounting. In this kind of dynamic and uncertain environment, it can be tough for business leaders to prioritize and execute.

Accounting

PYMNTS

JULY 5, 2019

Buyers need to be able pay invoices faster so they can take advantage of early pay discounts, Leleux noted, while suppliers want to get paid faster for cash flow purposes. Avid then scans and indexes the invoice while capturing the early discount terms through its existing infrastructure. We do the heavy lifting,” Leleux said.

Banking

PYMNTS

JANUARY 15, 2021

Accounts payable (AP) and accounts receivable (AR) personnel could no longer be in the office to handle paper, giving rise to the discussion of migrating away from physical invoices and other documents in favor of digital, automated solutions. In reality, however, paper continues to circulate in AP and AR departments.

B2B

PYMNTS

MARCH 10, 2020

As more technology emerges to sit between a company’s accounts payable (AP) platform and its vendor’s accounts receivable (AR) portal, service providers are looking to ease friction in a multitude of ways, from accelerating payments and cash flows to easing contract negotiations. Crowdz Pilots Invoice Crowdfunding.

Accounts Payable

Trade Credit & Liquidity Management

APRIL 2, 2025

It delves into the critical issue of overdue invoices and their cascading effects on businesses' financial health. For small and mid-sized businesses, even minor fluctuations in cash flow can lead to prioritizing essential expenses like wages or loans over other operational costs, creating a precarious financial situation.

Invoicing

PYMNTS

FEBRUARY 1, 2021

As Berghald explained, that’s because each critical function — from invoicing to payment to accounting — all occur separately from each other. As more FinTechs prioritize API connectivity, and as open banking expands into new markets around the world, the options for consolidating data across back-office platforms continues to grow.

Finance

PYMNTS

NOVEMBER 19, 2020

With new digital business models rapidly evolving, sell-side organizations must prioritize a seamless experience for their clients at the very first moment of interaction. But onboarding isn't just about obtaining bank account or payment details of a potential buyer. Onboarding Optimization.

B2B