Future CFO

NOVEMBER 5, 2019

The technology also leaves a positive impact on the audit process because the technology can create clear audit trails which makes it easier to meet compliance obligations, Johnston noted. To make these tools more accurate in document recognition and data extraction, finance functions need to train them with many sample documents.

Finance 52

Finance Auditing Invoicing Reconciliations 52

The Finance Weekly

JANUARY 22, 2024

Assist with risk management, audits, and research. Certified Treasury Professional (CTP) This certification highlights expertise in treasury management, showcasing proficiency in cash processing, reconciliation, and financial statement analysis. Communicate with clients, investors, company leaders, and stakeholders.

CFO 52

CFO Education Communication Leadership 52

Planful

SEPTEMBER 1, 2016

Here, she highlighted the challenges organizations face in managing the financial close and reporting process – tracking tasks, handling account reconciliations, ensuring the right controls are in place, and improving accuracy of reporting. New Tax and Auditing Tools. The RADAR Initiative.”. Financial Consolidation in the Cloud.

Technology 40

Technology Accounting Auditing Reconciliations 40

PYMNTS

DECEMBER 1, 2016

For corporate payments, that could mean more accurate cash flow forecasting, fraud identification or more efficient reconciliation. For tax and auditing purposes, using transaction data provides a more accurate data trail of where an employee is and where he or she is spending corporate funds.

B2B 58

B2B Cash Flow Forecasting Auditing Reconciliations 58

Planful

JULY 27, 2016

Lack of controls and audit trails. Time-consuming and costly audit process. Streamline adjustments and intercompany reconciliations by 50 – 80%. Improve audit trails, reduce audit costs. Challenges in consolidating multiple spreadsheets and correcting errors. Not being compliant with US GAAP or IFRS.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Value-Added Analysis Budgeting 40

PYMNTS

NOVEMBER 22, 2016

Researchers forecast mobile payments to account for $1 trillion in transactions next year. For B2B buyers, they include the human error of manual data entry, the risk of fraud and a transparent audit trail; for the vendors managing accounts receivable, those challenges include delayed payments or long payment cycles. Sound familiar?

B2B 65

B2B B2C Vendor Management Reconciliations 65

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. Excel does not have audit trail capabilities, so it is difficult to prevent fraud as numbers, and other financial data can easily be changed by any user.

Securities 98

Securities Cash Flow Forecasting Budgeting Forecasting 98

Planful

MAY 25, 2017

These systems can also support regular reporting and analysis of actual spending against budgets and plans, and they can support rolling forecasts of spending in future periods. Imagine marketing managers being able to transfer funds between sub-accounts on their own, and with a complete approval and audit trail.

Finance 40

Finance Budgeting CFO Invoicing 40

The Finance Weekly

APRIL 13, 2024

This includes tracking past financial activities, ensuring compliance and reporting, as well as forecasting future financial scenarios for better budgeting. After aggregating and validating your forecasting data, you can choose between a tabular data presentation or a visual dashboard for sharing insights with stakeholders.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JULY 10, 2023

Here are the typical steps involved in the financial close process: Pre-Close Activities: This phase involves preliminary activities to prepare for the close process, such as reviewing account reconciliations, ensuring the completeness of transactions, and resolving any outstanding issues or discrepancies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

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. Forecasting. Excel does not have audit trail capabilities, so it is difficult to prevent fraud as numbers, and other financial data can easily be changed by any user.

Securities 52

Securities Cash Flow Forecasting Budgeting Forecasting 52

Spreadym

AUGUST 10, 2023

Audit Trail: A record of changes made to financial data and reports, ensuring transparency and accountability. Spreadym Spreadym is a financial planning and analysis (FP&A) software designed to enhance planning, budgeting, forecasting and financial reporting processes within a company.

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) CFO Accounting Standards 52

Future CFO

OCTOBER 4, 2020

Listen in to Part 3 of our Webinar: Align Finance & Operational Plans Accurately and Efficiently to find out how you to think big, start small and gradually evolve towards a full-fledged integrated business planning for your organisation: • Planning that saves time and eliminates manual reconciliation.

Finance 40

Finance Planning Reconciliations Auditing 40

CFO Leadership

MARCH 31, 2022

Connect to your global banks to automate statement collection and reconciliation. Forecast future cash flows. Our current forecasting process doesn’t require a crazy amount of time. It connects to your banks, aggregates data, and provides a real-time update on your cash position with automated reconciliation, and accounting.

Treasury 52

Treasury Cash Management Currencies Reconciliations 52

Onplan

AUGUST 2, 2021

Another benefit of FP&A software is that it shows you a timestamp and audit trail for every login and action in the system. This allows the finance department to spend less time on low-value activities such as record keeping, data updates, and reconciliations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Reconciliations 52

Onplan

AUGUST 2, 2021

Another benefit of FP&A software is that it shows you a timestamp and audit trail for every login and action in the system. This allows the finance department to spend less time on low-value activities such as record keeping, data updates, and reconciliations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Reconciliations 52

Embark With Us

JANUARY 19, 2022

Reconciliations shouldn't induce night sweats. Think about your business information for a moment, those countless rows of data that, collectively, tell your organization's story and serve as the basis for the models, forecasts, and reports that define its future. Documentation and Data Audit. Automation.

Accounting 98

Accounting Finance Data Analysis General Ledger 98