CFO Plans

MAY 16, 2024

Learn How to Leverage Real-Time Data Cost-Effective Accounting Solutions for Businesses Traditional accounting software often requires significant upfront investments in hardware and licenses, along with ongoing maintenance costs. Additionally, these platforms often include features that help ensure compliance with industry regulations.

Accounting 52

Accounting Compliance Manufacturing CFO 52

PYMNTS

JUNE 14, 2017

Tax and accounting compliance can be an overwhelmingly monumental task as companies expand their geographic footprint. Analysts agree that a company should work with partners, advisors and technologies that can help them manage their compliance demand across borders.

Compliance 58

Compliance Marketing Currencies Auditing 58

PYMNTS

MAY 16, 2018

May marks the debut of new compliance efforts – key among them, of course, GDPR (which covers Europe but touches these shores), and as of last week, new customer due diligence mandates. . The report recommends a collaborative approach among information security and compliance team members.

Invoicing 40

Invoicing Compliance Benchmarking Auditing 40

Future CFO

OCTOBER 24, 2023

Traditionally, corporate tax departments relied heavily on manual and error-prone processes for tax administration and compliance, but the emergence of new regulations mandating tax digitisation is driving change in this area of business.

Data Analysis 52

Data Analysis Compliance Invoicing Technology 52

PYMNTS

SEPTEMBER 20, 2016

In the latest installment of Flywire ’s podcast series on Global Citizens and the top characteristics of x-border payment processors , we take a look at the compliance, rules and regulation side of getting high-ticket international payments from Point A to Point B.

Compliance 71

Compliance Education Auditing Securities 71

PYMNTS

JUNE 7, 2018

It’s not enough to be very good at one element of the business – firms have to be good at operational functions, risk management, capital management, compliance and product to keep from being dragged down by bad loan performance. BlueVine’s only other product, invoice factoring, targets much larger businesses.

Invoicing 49

Invoicing Data Analysis Credit Risk Risk Management 49

Future CFO

AUGUST 1, 2023

Supriya Deka: The general features of financial applications include accounting, reporting & analytics, bank reconciliation, billing & invoicing, asset management, budgeting & forecasting, financial risk management, expense tracking, and payroll management. This can be time-consuming and lead to errors when handled manually.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

CFO Share

NOVEMBER 3, 2023

If you’re consistently spending hours on invoicing, payroll, or tax preparations, delegating these tasks can free up precious time. Errors in tax filings, payroll, or client invoices can lead to unhappy customers, dissatisfied employees, and significant financial and legal repercussions. How Do I Know When To Hire a Bookkeeper?

Invoicing 52

Invoicing Accounts Payable Compliance Financial Analysis 52

PYMNTS

AUGUST 17, 2018

The more bots make their way into the accounting department, the more concerns arise about jobs, compliance, trust and other industry-unknowns. Organizations’ C-Suites and boards of directors will have to invest in these tools, security experts will have to trust them and IT professionals will have to manage them.

Compliance 44

Compliance Accounting Accounts Payable Invoicing 44

Future CFO

JANUARY 18, 2023

When you think of every spending decision as an investment in your company, it’s easy to see how those choices – what to buy, where to buy it, and how to pay – present both opportunities and risks.

SAP 52

SAP Invoicing Compliance Investments 52

CFO Share

AUGUST 22, 2023

For businesses with revenues ranging from $2 million to $10 million, upgrading from an admin to a part-time bookkeeper can be a pivotal decision that transforms financial processes, optimizes regulatory compliance, and fuels business growth. Manually invoicing over 200 customers per month. Over $20M in revenue.

Invoicing 40

Invoicing Compliance Accounting Sales 40

Future CFO

JANUARY 22, 2024

Modern accounting software integrates seamlessly with diverse financial systems, automating tasks such as data entry, bank reconciliation, and invoice processing. The days of manual data entry into ledgers and journals, a process prone to human error, are long gone. The post The evolution of accounting appeared first on FutureCFO.

Accounting 52

Accounting Reconciliations Financial Analysis Financial Data 52

PYMNTS

JUNE 6, 2018

It’s not enough to be very good at one element of the business – firms have to be good at operational functions, risk management, capital management, compliance and productto keep from being dragged down by bad loan performance. Blue Vine’s only other product, invoice factoring, touch businesses much larger.

Invoicing 40

Invoicing Data Analysis Credit Risk Risk Management 40

CFO News Room

NOVEMBER 2, 2022

In the United States, Registered Investment Advisers (RIAs) are required to register in one of 2 ways: with the Federal government (namely the SEC) or with one (or more) state securities regulatory agencies. Executive Summary. Author: Chris Stanley. Guest Contributor. Federal Vs State Registration Application Differences For RIAs.

Compliance 130

Compliance GAAP Investments Advertising 130

PYMNTS

NOVEMBER 2, 2020

Enterprise business software firm Aptean offers targeted enterprise resource planning (ERP), compliance and supply chain management solutions to firms throughout the globe, according to the announcement. The connection will let firms that have invested in Aptean digitize their AP processes with Palette's offering. 2) announcement.

Accounts Payable 56

Accounts Payable B2B Construction Invoicing 56

Future CFO

OCTOBER 21, 2021

85% - Accounts payable automation 84% - Transaction processing 83% - Bank statement processing 83% - Document security management 82% - Invoice processing automation 78% - Onboarding 78% - Other 77% - Digital mailroom automation 77% - Claims processing .

Accounts Payable 59

Accounts Payable Data Analysis Invoicing Compliance 59

Future CFO

MARCH 14, 2024

With the recent changes in Malaysia’s accounting procedures and regulations, such as service tax and e-invoicing, Yong believes that accountants should stay updated with the latest changes and be prepared to implement these in their company to ensure a seamless run.

Accounting 98

Accounting Finance Financial Analysis Compliance 98

The Charity CFO

MAY 19, 2023

In a previous article, we discussed the benefits, risks, and compliance requirements of outsourcing bookkeeping for nonprofit organizations. Not only does it fulfill compliance requirements, but it also plays a crucial role in achieving the organization’s mission.

Cash Management 52

Cash Management Nonprofit Compliance Budgeting 52

PYMNTS

MARCH 11, 2020

While QuickBooks is piloting card payments on invoices powered by PayPal , Airwallex is readying the launch of its own corporate card — both physical and virtual — designed to enable cross-border payments. B2B FinTechs are once again showing off the versatility of the corporate card. Airwallex Readies B2B X-Border Card.

B2B 52

B2B Invoicing Startups Compliance 52

https://trustedcfosolutions.com/feed/

MARCH 1, 2023

From ensuring timely invoice payments to monitoring your purchase order processes, so much goes into managing fixed assets. Avoiding costly penalties or fines with improved compliance. Keeping accurate records manually is especially challenging because fixed assets disperse across multiple departments and locations.

Accounts Payable 62

Accounts Payable Auditing CFO Invoicing 62

PYMNTS

SEPTEMBER 6, 2019

Yelo also plans to expand its team and invest in product development and sales, reports said. The company aims to reduce days sales outstanding (DSO) by using technology to track unpaid invoices, using technology that sits between a company’s bank account and its customers to identify when invoices have been paid.

B2B 62

B2B Invoicing Accounts Payable Startups 62

Bramasol

JULY 29, 2022

In past blog posts, this series on the Digital Solutions Economy (DSE) has discussed Entitlement Management , Integrating FP&A with DSE , Implementing Anything-as-a-Service (XaaS) , DSE and RevRec Compliance , DSE Data Volume, Velocity, Density and Complexity , Embedded Analytics for DSE , and much more.

Compliance 70

Compliance Leadership Accounting Invoicing 70

PYMNTS

SEPTEMBER 17, 2020

According to Woods, organizations and their finance teams must be strategic about how they reduce their reliance on physical paper and invest in the technologies that can optimize document management without adding any extra pain. Take the electronic invoice, for example. A (Digital) Document Deluge.

Accounts Payable 63

Accounts Payable Compliance Invoicing Finance 63

PYMNTS

DECEMBER 7, 2020

Serent Capital Invests In Procurement Partners. Procurement Partners , which works on procure-to-pay services for healthcare providers, has received an investment from Serent Capital , according to a press release. ImagineTime, Mango Billing Partner On Digital Accounting. MonetaGo, GUUD Team On Secure Transactions.

B2B 63

B2B Finance Practice Management Invoicing 63

The Charity CFO

NOVEMBER 30, 2023

During the audit, you’ll generally be asked to show: Receipts for purchases Invoices and revenue records Donation records Payroll and other recurring expense reports Supporting documents related to finances With all of the records required, it can be easy to make a mistake. The investment now will save you in the future.

Nonprofit 52

Nonprofit Auditing Compliance Education 52

PYMNTS

DECEMBER 21, 2020

The first was the investment in early December of procure-to-pay healthcare payments company Procurement Partners. The new fund, according to the company, Serent’s Fund IV will remain focused on “investing in successful, bootstrapped businesses where Serent’s business-building capabilities can help drive future growth.”

B2B 79

B2B Healthcare Investments Auditing 79

CFO Simplified

DECEMBER 12, 2021

A team member in the finance department addresses how a business manages their money, from: Investing and borrowing. In publicly traded companies, the CFO is also responsible for the company’s compliance with Securities and Exchange Commission (SEC) rules and regulations. Accounting teams are responsible for: Invoicing.

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 52

PYMNTS

DECEMBER 11, 2020

It was a busy week for B2B venture capitalists who spread their wealth amongst a wide range of B2B FinTechs, with investments totaling more than $164 million. The company supports the full purchasing cycle with invoice integration and compliance auditing capabilities.

B2B 77

B2B eCommerce Banking Healthcare 77

PYMNTS

APRIL 3, 2020

There is a lot to consider, said Manish Vrishaketu, chief operating officer at supplier payments automation firm Tipalti , from vendor onboarding processes to tax compliance across borders. ” From Onboarding to Compliance. A Payments Balancing Act. “We started out with spreadsheets just like everybody else,” he said.

Accounts Payable 52

Accounts Payable Reconciliations Compliance Invoicing 52

Future CFO

SEPTEMBER 24, 2019

According to the group’s Global Business Complexity Index report, Singapore ranks among the minority (46%) of jurisdictions in the region where it’s not compulsory to submit tax invoices electronically. The post This country in Asia needs more digitization in accounting and tax appeared first on FutureCFO.

Accounting 40

Accounting Invoicing Accounting Standards Compliance 40

PYMNTS

JULY 19, 2019

To be reinstated to the code, the companies must work to be in compliance. We are encouraged that of the 18 who have been suspended or removed today, all but one has already submitted action plans to achieve future compliance, and we are working closely with those businesses to support a better payment culture.”

Accounts Payable 43

Accounts Payable Compliance Invoicing Planning 43

Future CFO

MAY 24, 2020

Beyond that, CFOs are expected to optimise every investment dollar for maximum returns on investments and be involved in all discussions and matters that have a financial impact on the company. According to the survey, businesses are seeking a model that balances different priorities that transcend routine compliance tasks.

Finance 52

Finance Compliance Restructuring Tax Planning 52

PYMNTS

NOVEMBER 2, 2018

As legal cannabis spreads, the industry is a big opportunity for FinTech, as industry players struggle to manage intense compliance requirements and limited access to traditional financial services. The investors followed a Series C investment round closed by Veritas earlier this year, which was led by CDC, Pai and Lok Capital.

B2B 75

B2B Startups Investments Compliance 75

PYMNTS

OCTOBER 17, 2016

One firm, Nexus Systems, just garnered a $28 million equity investment from Mainsail Partners. Nexus Chief Executive Officer Tom Coolidge told PYMNTS in a phone interview that the capital received through the investment will be slated to help boost scale and also product development.

Accounts Payable 53

Accounts Payable Invoicing Compliance Construction 53

PYMNTS

OCTOBER 28, 2020

All of those interactions include agreements between these small companies — with paper invoices flowing between them. Those paper communications, Sharma said, span invoices, proof of delivery documents and approval forms. Interconnectivity And Embedded Finance.

B2B 97

B2B Entertainment Transportation Invoicing 97

Bramasol

JANUARY 18, 2024

This new post provides a deeper dive into the key issues involved with optimizing end-to-end Order-to-Cash (OTC) and revenue recognition compliance for SaaS offerings. Previously in this blog series, we have discussed the impacts of the Digital Solutions Economy™ (DSE) on the software and SaaS sector.

Compliance 74

Compliance SAP General Ledger B2C 74

PYMNTS

OCTOBER 10, 2019

The longer the supply chain, the higher the number of regulatory and compliance hurdles. When it comes to the order to cash (O2C) flow — which encompasses the points at which orders are generated, and at which invoices are generated, sent and ultimately paid — transparency and visibility can quickly be lost.

Manufacturing 46

Manufacturing Invoicing eCommerce Compliance 46