Planful

JANUARY 2, 2018

Spreadsheets can be an adequate budgeting tool for certain types of companies, such as early-stage startups with few managers and cost centers. The spreadsheet as a BPF tool is typically inaccurate, and it isn’t dynamic or flexible enough to provide a complete picture for budgeting, planning and forecasting. Security (internal).

Budgeting 40

Budgeting Forecasting Planning CFO 40

PYMNTS

SEPTEMBER 7, 2020

In an interview With Karen Webster, Craig Dixon , general partner and CEO of Accelerating Asia , an independent startup accelerator based in Singapore, said helping startups scale and navigate the VC realm requires a focus on telling the right story — and generating more than top line growth.

Startups 119

Startups Education Budgeting Finance 119

The Finance Weekly

JUNE 22, 2022

With a recession looming, many Fractional CFOs (FCFOs) are worried that they will lose their customers due to budget cuts. The increase in startups (who don’t have the funding or the need for a full time CFO) combined with the fallout from the pandemic, has created a huge increase in demand. New Customers, Same Repetitive Process.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Marketing CFO Startups 105

The Finance Weekly

AUGUST 30, 2022

With FP&A software, companies can automate their data collections and create valuable dashboards and insights that will help them understand trends and make more accurate budgets, forecasts, and business decisions. 3 Jedox Jedox comes in at number 3 but has many great qualities that help it rank as a great overall solution.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Budgeting Analyzing Data Startups 95

PYMNTS

FEBRUARY 4, 2020

RELX has also been involved in public disagreements with numerous universities — as university budgets shrink and RELX’s profit margins remain high. It plans to release more recent numbers soon. In addition, RELX made pre-tax profits of £2.15 billion in 2018.

Startups 54

Startups Advertising Budgeting Sales 54

The Finance Weekly

MARCH 5, 2024

Surprisingly, Excel was the number one solution, despite being the nemesis of IT professionals. Another interesting finding is that IT managers are not afraid to adopt solutions from startups with good track records on review sites like G2 and Capterra. This question was tricky, and we were eager to see the results. The Winners!

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

MARCH 2, 2020

New York City has sued Guesty , a startup that provides services for listing on Airbnb and other home-sharing sites, in an escalation of a feud between the city and the startups, according to Bloomberg. New York City said the startup is working to help people break the rules for short-term rentals.

Budgeting 52

Budgeting Startups Numbers 52

Adam Kae

SEPTEMBER 30, 2023

Understanding the Fractional CFO A Fractional CFO, often referred to as a part-time CFO, plays a pivotal role in supporting the financial health of startups and small businesses. These financial experts commit a flexible number of hours each week to provide specialized financial services.

CFO 52

CFO Forecasting Budgeting Startups 52

PYMNTS

NOVEMBER 10, 2020

presidents and instrumental in establishing the government’s Office of Management and Budget (OMB) is quoted as saying, “An entrepreneur tends to bite off a little more than he can chew hoping he’ll quickly learn how to chew it.”. The late Roy Ash , financial advisor to U.S. million so far this year, compared with 2.7 Census Bureau.

Planning 90

Planning Startups Budgeting B2B 90

The Finance Weekly

DECEMBER 18, 2021

In addition to accounting processes, the CFO leads prospective financial activities that are part of the vision: forecasting, budgeting, mergers, and investments. For smaller companies on a budget or in the development stage, there is often a debate about which one should be hired: CFO, financial controller, or a combination of both?

CFO 52

CFO Budgeting GAAP Accounting Principles 52

The Finance Weekly

JANUARY 1, 2023

Once again 2022 was not a boring year, both for world events and finance in particular, and the growing number of readers and widely diverse range of topics attests to that. With the start of 2023, it’s important to look back on some of the highlights that occurred in the previous year. Read the FP&A Software Solution Comparison here.

Finance 98

Finance Compliance Economics Prioritization 98

PYMNTS

FEBRUARY 18, 2020

Patreon keeps records on startups that seem to be delivering, a luxury with which Facebook and YouTube likely don’t want to bother, with a number of influencers attempting to make it big on those latter two platforms. The collective is expected to pay it back in a slightly greater amount.

Budgeting 52

Budgeting Leverage Startups Numbers 52

Centage

SEPTEMBER 7, 2021

You can examine the numbers and look at what happened over the last month, or quarter, or year. Recently, Centage’s Planning Maestro was named to Data Magazine’s list of 101 Most Innovative Business Intelligence Startups & Companies in Massachusetts. This is what only looking at traditional financial reporting is like. Watch Demo.

Finance 52

Finance Data Analysis Forecasting Budgeting 52

PYMNTS

NOVEMBER 13, 2018

Collaboration amid competition has been a hallmark of the financial services space, as traditional financial institutions (FIs) join forces with FinTech startups. The release noted that the group will help FinTech startups “shape their solutions while reducing execution risk.”. Guidelines From The UK. and MarketInvoice.

Banking 73

Banking Startups Economics Treasury 73

BlueLight

AUGUST 21, 2020

Financial Advice for Startups I recently spoke with finance leaders from a couple dozen startups. I caught up with Ryan Keating, Managing Director of Keating Consulting Group , to get his perspective after 20 years of accelerating growth in venture-backed startups. Agility is critical for startups that move fast and pivot.

Planning 52

Planning Marketing Startups CFO 52

BlueLight

MAY 1, 2020

Early-stage startup: Focused on finding product market fit, limited financial information to work with. When enterprise startups reach Series B stage, they achieve a revenue level and customer base that is complex enough to justify hiring a CFO. The second step is to use those numbers to drive the business forward.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

OCTOBER 22, 2020

Founded in Australia, BNPL startup Afterpay has rapidly grown into one of the best-known names in the game on the global stage in the past 24 months. And now, it seems, the startup is looking to widen its purview beyond retail transactions and move into offering banking services to its large, and highly loyal, consumer base.

Budgeting 77

Budgeting Retail Startups Valuation 77

The Finance Weekly

MARCH 1, 2022

The lack of formal FP&A structure, processes, and procedures characterizes the lagging stage, which is common among newly founded startups. Some key processes, such as budgeting and forecasting, are, however, only partially defined. Annual budgeting is a bottom-up process that includes business units as well as legal entities.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

FEBRUARY 28, 2020

An entrepreneur who opens a coffee shop or launches a FinTech startup isn’t in business to crunch numbers and file taxes. When small business owners take on the books themselves, the process requires significant manual data entry and number-crunching. “In retrospect, it was a big mistake.

Cash Flow Forecasting 61

Cash Flow Forecasting Accounts Payable B2B Budgeting 61

The Finance Weekly

NOVEMBER 20, 2022

Particularly CFOs have joined dark social in fast-growing numbers. Their community covers everything from Financial Planning and Analysis (FP&A) to budgeting and forecasting, finance metrics, digital finance transformation, and more - including insider tips to help you align the C-Suite for ultimate collaboration.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Prioritization 52

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. The companies represented include venture backed startups, mid-sized businesses, and large multinationals. In the startup world, unit economics is the new product market fit.

CFO 52

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

PYMNTS

APRIL 23, 2019

Revolut is making some changes to its business practices and company culture as the company aims to move from a startup to a global bank. We didn’t really have enough budget to hire a lot of great people in compliance,” he said.

Compliance 67

Compliance Advertising Leadership Budgeting 67

Spreadym

JUNE 19, 2023

The list of tools that the platform supports is quite broad and it covers operational and strategic planning, budgeting, forecasting, scenario modelling. Scalability: QuickBooks is suitable for businesses of all sizes, from small startups to large enterprises.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

PYMNTS

OCTOBER 25, 2019

That’s exactly the business model of Roadie , Rappi, Shipit and other startups founded on the principle of using people rather than large corporations to aid in the critical last mile of delivery. Crowdshipping delivery startup LivingPackets is hoping to solve this problem. something not even Amazon is currently doing.

Transportation 46

Transportation Startups Retail Budgeting 46

PYMNTS

AUGUST 21, 2018

One sign comes from the country’s federal budget, which outlines moves to boost the country’s financial services sector, and specifically mentions open banking. Those banks might seem “overwhelmed” by the sheer number of startups and young companies vying for open banking business relationships, according to one analysis. “You

Banking 40

Banking Investments Budgeting Financial Data 40

PYMNTS

AUGUST 15, 2019

Even though Amazon Go locations are still small in number – currently, there are 13 stores open in four cities with four more in the works – this automated retail concept spurred retailers at home and around the world to experiment with this emerging concept. Isn’t Only for Big Brands. In the U.S., A tiny 3 percent of U.S.

Startups 51

Startups Retail Budgeting Technology 51

PYMNTS

JUNE 1, 2017

Reports Monday (May 29) said the bank and the Silicon Valley-based startup have partnered to launch the ClearSpend app, a solution that enables companies to gain greater visibility of spend company-wide and at the commercial cardholder level, boosting control over commercial card spend. ClearSpend provides an answer to these challenges.

Budgeting 46

Budgeting Startups Banking Numbers 46

PYMNTS

MAY 12, 2020

Big brands like J.Crew and Macy’s have cut marketing spend, leaving the door open for startups and smaller D2C brands. Depending on your budget, you may be able to read results within three days, which is much faster than traditional advertising.”. Testing has generally been reserved for bigger and luxury retail brands.

Retail 52

Retail Advertising eCommerce Budgeting 52

PYMNTS

NOVEMBER 19, 2020

Working with Even Responsible Finance , a startup founded to provide an alternative to high-cost payday lenders, PayPal employees will be able to use Even’s app free of charge to access their pay as they earn it.

Healthcare 67

Healthcare Startups Budgeting Finance 67

PYMNTS

DECEMBER 12, 2016

A 61% decrease in the number of U.S. banks in the last three decades is leaving new opportunities for venture capitalists to fill in the financing gap for startups, according to new research. Payroll, employment and the number of firms increase along with a rise in VC funding, researchers found.

Finance 77

Finance Economics Education Budgeting 77

PYMNTS

APRIL 28, 2017

The first example of the technology’s use in digital advertising comes from Los Angeles-based startup company MetaX. Blockchain has a number of exciting implications for digital advertising. As such, it should come as no surprise that the digital advertising realm is beginning to use blockchain to help prevent fraudulent advertising.

Advertising 64

Advertising Budgeting Startups Securities 64

PYMNTS

AUGUST 17, 2016

Pixlee , a San Francisco-based startup, allows retailers or brands to market directly to customers by using their own photos through curating them from social media or having the customer directly submit them for use, which the company says leads to a more authentic and engaging shopping experience for consumers.

Retail 62

Retail Marketing Budgeting Advertising 62

BlueLight

MAY 6, 2020

Board members in VC-backed startups are active minority investors and they are expected to join quarterly board meetings and vote on decisions such as budget approvals and equity grants. For early-stage startups, a lot can fluctuate within a month and trends shorter term than that aren’t necessarily useful.

Communication 52

Communication Startups Finance Benchmarking 52

Future CFO

JANUARY 2, 2022

As CFO, it’s more important than ever to keep one eye on the numbers and the other on how to grow strategically. With consumption-based pricing, every performance improvement made to the product equates to customers doing more with the exact same number of credits they already paid for.

Education 52

Education CFO Forecasting Budgeting 52

PYMNTS

JUNE 1, 2017

The analytics tool is designed for SMBs and startups without access to financial analytics platforms. Sigma is also a great option for companies that aren’t ready to invest in developing custom analytics applications – either because of budget constraints or size.

B2B 42

B2B Invoicing Budgeting Currencies 42

Future CFO

MARCH 20, 2020

If you think a finance person is focused only on numbers and shy away from changes, think again. Strategic planning and budgets: This is about longer-term resources planning. In finance, I encourage people to look beyond numbers because number skills alone won’t get you to the CFO position.

CFO 52

CFO Finance Leadership Compliance 52

PYMNTS

DECEMBER 11, 2017

“As accountants and bookkeepers move to the cloud and embrace new, more efficient, workflows in Xero, they don’t just add more capacity and services; they are advising businesses on a whole range of mission critical areas, from startup coaching to virtual CFO services and business app support,” Gohman said. “At 61 percent of U.S.

Accounting 42

Accounting Benchmarking Accounts Payable CFO 42