Bramasol

JULY 22, 2023

Previous posts in this blog series o n Environmental, Social and Governance (ESG) and carbon accounting have spotlighted carbon accounting as a trend to watch , looked at ESG impacts on M&A , and tracked the emergence of new ESG standards. The CSRD is part of the EU’s European Green Deal and the Sustainable Finance Agenda.

IFRS 89

IFRS Accounting SAP Compliance 89

PYMNTS

SEPTEMBER 4, 2020

Though it didn't reveal how much it raised, Zero Hash, based in Chicago, announced the close of its Series C investment round led by holding company tastytrade. Enterprise governance software company Honcho secured $4 million in Series A funding , the Colorado-based startup announced in a press release this week. Cloudentity.

B2B 60

B2B Startups Strategic Planning Communication 60

Michigan CFO

AUGUST 1, 2021

Knowing the answer to this question is essential for the financial future of your company. Role of a Chief Financial Officer (CFO) A CFO provides financial leadership for your company. CFOs provide short-term and long-term financial planning , giving founders and CEOs the financial guidance they need.

CFO 52

CFO Leadership Accounting Finance 52

E78 Partners

APRIL 10, 2023

One such game-changing technology is cloud-based dental software, which is revolutionizing the way dental practices and DSOs manage their operations and deliver exceptional patient care. As the dental landscape becomes increasingly competitive, adopting innovative solutions has become imperative for practices to thrive and stay ahead.

Practice Management 52

Practice Management Compliance Problem Solving Securities 52

The Finance Weekly

APRIL 12, 2022

For many accounting and finance professionals, being a chief financial officer (CFO) is a career highlight. Evaluate current financial processes Although number four on the list, this one could be a standalone white paper or blog post in itself. However, getting there is only the start of the journey.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Budgeting Forecasting 98

PYMNTS

JUNE 19, 2018

Brex , the FinTech startup, announced Tuesday (June 19) that it closed a Series B round of financing, bringing the company’s total funding to $57 million. Anu Hariharan, Partner with Y Combinator Continuity, said in the blog, “Brex is redefining the corporate card experience for startups of all stages.

Startups 46

Startups Finance Banking Technology 46

PYMNTS

JANUARY 15, 2021

In total, investors placed nearly $600 million for firms in the B2B payments, T&E, financial management and other B2B spaces. The company revealed the funding in a recent blog post, though the firm did not discuss who provided the funding. that's fueling the rise in integrated financial services.

B2B 67

B2B Finance Treasury B2C 67

PYMNTS

JANUARY 30, 2020

Banks and FinTechs continue to discover new opportunities in unlocking corporate clients’ financial data, with banks embracing data integration for their own product development initiatives, and FinTechs finding new ways to collaborate with each other. Crédit Agricole Invests in Data Aggregation.

Banking 64

Banking Accounts Payable B2B Compliance 64

Future CFO

JULY 30, 2020

Traditional financial planning is thus increasingly losing its relevance. Traditional financial planning is no longer sufficient on its own. Ideally, the tools of the planning software can be modelled flexibly to perfectly meet company-specific and driver-based planning needs. It can also be viewed in the Jedox Blog.

Technology 40

Technology Planning Budgeting Forecasting 40

PYMNTS

APRIL 8, 2019

According to The Guardian , Monzo is close to securing £100 million from a new, unnamed American investor. the company said in a blog post on Feb. You didn’t start your business to spend your nights and weekends worrying about financial admin and expenses. million customers.

Valuation 47

Valuation Banking Investments Startups 47

Jedox Finance

AUGUST 2, 2022

In this blog post you get the chance to explore the intersection between the planning and technology of your organization and will see how an EPM Tech Refresh that is coming with a modern solution can help you on your digital transformation journey. Alarm bells: Software End-of-Support and End-of-Life. Migrate or refresh?

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

NOVEMBER 15, 2019

14) Financial Times report. The company offers a credit control cloud software solution and has just announced $3.86 million in new funding, according to an announcement on the company blog. Another B2B software company, Freshworks, scored the largest round of the week with $150 million of Series H funding. Freshworks.

B2B 40

B2B Startups Invoicing Investments 40

PYMNTS

APRIL 19, 2019

Canada’s small business online lending platform Lendified announced $15 million in new funding through a range of backers, including CI Financial, Windsor Private Capital, FirePower Capital and several private investors, the company said in a press release. Chainalysis. Negotiatus.

B2B 69

B2B Investments Accounts Payable Benchmarking 69

PYMNTS

AUGUST 23, 2019

The company said in a blog post that the wallet is available to iOS and Android users, and individuals will be able to transact with more than 7,500 merchants by next month. The company has worked closely with bank partners and regulators, establishing thresholds for onboarding tied to actual commerce conducted with Flexa, Filter said.

Currencies 78

Currencies Technology Sales Banking 78

VCFO

JANUARY 27, 2022

Some of the basics of inflation are covered here in one of our previous blogs. If you are a product company, pay close attention to the PPI for advance insight to increasing costs headed your way. Keep in mind, swaps are financial contracts that can be broken if necessary. But what to do once you know? Know Your Costs.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

PYMNTS

MARCH 7, 2016

The Wall Street Journal reported that Intuit will sell the segment to a private equity firm, HIG Capital, in a process that took six months after the financial software giant said that it was embarking on efforts to “pare down” operations. Financial terms of the deal remain undisclosed.

Sales 40

Sales Investments Marketing 40

CFO Simplified

DECEMBER 26, 2021

From overworked staff accountants to controllers running month-end closes, a poorly structured finance, and accounting department can put strains on your business’ growth. Larger companies will require additional positions that work closely with the finance department, such as an HR Manager or attorney.

Finance 52

Finance General Ledger CFO Auditing 52

PYMNTS

MAY 21, 2018

The revival this spring of PayPal’s patent for payment-enabled augmented reality glasses has some analysts wondering how close the technology is moving toward the mainstream. The software described in the patent would give consumers with the glasses access to product and purchasing data simply by looking at an item on a store shelf.

Advertising 53

Advertising Retail Technology Banking 53

PYMNTS

JULY 24, 2018

The biggest time-waster linked to spreadsheets in the treasury department is using the tool to establish global cash positions, analysts noted, while treasury-related accounting tasks and cash forecast generation followed close behind.

Finance 41

Finance Treasury Corporate Finance Forecasting 41

PYMNTS

FEBRUARY 22, 2018

The Wall Street Journal recently reported , for example, that China’s technology industry is looking closely at Southeast Asia, which is now the world’s third-largest region for technology M&A activity by Chinese companies.

SAP 41

SAP Foreign Exchange B2B Technology 41

PYMNTS

DECEMBER 7, 2018

This week gave us the answer to a question that’s been popping up a lot as 2018 comes to a close: Which of the household name tech unicorns will be first out of a gate with their announced 2019 IPO? In addition to getting 30 rides for $299 a month, users get 5 percent off additional rides, Lyft noted in the blog post.

Transportation 41

Transportation Valuation Treasury CFO 41

PYMNTS

JANUARY 20, 2017

12, the Central Bank of Nigeria (CBN) released a circular to banks and other financial institutions warning against the use of “virtual currencies.”. Further, the central bank asks that financial institutions report any suspicious transactions by customers to the Nigerian Financial Intelligence Unit. The culprit?

Currencies 41

Currencies Banking Securities Finance 41

PYMNTS

MARCH 16, 2017

percent from Tuesday’s close, but still well up for the week and prior. based payments startup that enables financial service developers to create cross-border payment tools and services. Simply start your meetings with a shared link,” wrote Scott Johnston, director of product management at Hangouts, in a company blog post. “No

Startups 40

Startups Leadership Marketing Investments 40

CFO News Room

JANUARY 15, 2023

As a replacement, the board did stay within the firm in picking a successor, Parag Agrawal, who joined Twitter as a software engineer in 2011 and rose to become Chief Technology Officer in 2017. The Musk Entree! Political Markets? To see why, consider a simple test.

Valuation 130

Valuation Advertising Numbers Education 130

PYMNTS

AUGUST 19, 2016

This could encourage the patronage of traditional consumers who are used to financial exchange through a bank or other service provider by easing the transition to digital transactions. This is a concept developed by Bill Bardhydt , and it is so convoluted he is creating a series of blog posts to explain it.

Currencies 44

Currencies eCommerce Technology Startups 44

VCFO

NOVEMBER 1, 2023

Finishing Strong Evaluate Year-to-Date Financial Performance and Push Hard to the Finish How is performance year-to-date? If not, what is the gap and what actions can be taken to close it? If a revenue shortfall is recognized, should incentives be adjusted for the sales team to close deals and book revenue before year end?

Finance 91

Finance Strategic Planning Auditing CFO 91

CFO Thought Leader

APRIL 1, 2023

The hosts also discuss the role of finance in enabling sales, the challenges faced by sales teams, and the importance of financial discipline and visibility in a company’s financials, regardless of market conditions. And also, I think, just local banking relationships, you’ll maybe go into these big national global banks.

Sales 52

Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” Adam is an Associate Financial Planning Nerd at Kitces.com. Financial Advisor). Executive Summary. Enjoy the ‘light’ reading! Author: Adam Van Deusen. Team Kitces.

Planning 130

Planning Auditing Investments Securities 130

Musings on Markets

APRIL 21, 2022

As a replacement, the board did stay within the firm in picking a successor, Parag Agrawal, who joined Twitter as a software engineer in 2011 and rose to become Chief Technology Officer in 2017. The Musk Entree! Political Markets? To see why, consider a simple test.

Valuation 99

Valuation Advertising Numbers Education 99

PYMNTS

NOVEMBER 22, 2019

The technology for Go is built off of a complex array cameras and software that collaborate to “see” what a consumer takes from the shelf, and correctly charge them for those items they actually exit the store with. The company has also posted blog post it described how it works with authorities. billion over the anticipated $3.1

Entertainment 40

Entertainment Retail Forecasting Technology 40

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary. We recognize (and appreciate!) Authors: Michael Kitces. Team Kitces.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 5, 2022

Welcome to the December 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! Executive Summary.

Planning 130

Planning Technology Valuation Communication 130

Jedox Finance

NOVEMBER 18, 2021

In our second blog post on this topic, which will follow shortly, we will demonstrate directly how the software can be implemented using various examples. Therefore, and due to an extremely positive order situation, we currently want to put our software landscape on a modern footing. More on this in Stage 4.

Forecasting 52

Forecasting Sales Planning Communication 52

Bramasol

MAY 6, 2022

In too many instances, as CIOs and CFOs implement new software to improve finance processes, the expediency of getting systems up and running quickly can create isolated silos of inefficiency across the enterprise-wide technology landscape. The resulting build up of patchwork software systems is sometimes referred to as "Digital Debt".

SAP 71

SAP Finance Reconciliations Leverage 71

CFO News Room

NOVEMBER 3, 2022

For many financial advisors, prospecting efforts have traditionally been based on a perspective of scarcity, where the aim was to focus on connecting with and closing as many prospects as possible, regardless of their actual needs. Through his simple sketches, Carl makes complex financial concepts easy to understand.

Numbers 130

Numbers Planning Communication Investments 130

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background. It’s cfoclub.co.za

CFO 52

CFO Leadership Accounting Finance 52

CFO News Room

DECEMBER 6, 2022

Welcome back to the 310th episode of the Financial Advisor Success Podcast ! Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

Planning 130

Planning Budgeting Investments Communication 130