The Finance Weekly

NOVEMBER 3, 2021

Account reconciliation is the matching and validating of balances in the general ledger (GL) to internal and external sources or other independent calculations to accurately close month-ends and year-ends. For both internal and external sources, each balance has to match the corresponding account in the general ledger.

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Reconciliations General Ledger (GL) Accounting Finance 52

https://trustedcfosolutions.com/feed/

DECEMBER 14, 2021

How do you dramatically improve reporting and gain visibility into your financial data while reducing your General Ledger accounts by more than 90%? In this one-hour webinar, you’ll learn about the benefits of a modern financial management system and its game-changing multi-entity, multi-dimensional, General Ledger?starting

Accounting 52

Accounting General Ledger Financial Systems Financial Data 52

The Finance Weekly

MARCH 1, 2022

Maturity in finance, particularly in FP&A, entails accepting complexity and expanding your capabilities. Tom continues, “They are leading with digital transformation and the requisite skills in their Finance and Accounting teams. The FP&A function is barely distinguishable from the rest of the finance department at this point.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

JANUARY 22, 2019

Crowe is addressing this friction with the rollout of its Crowe Automated Reconciliation for Healthcare tool, providing hospitals a three-way match solution between their general ledgers, patient accounting systems and banking providers.

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Cash Management General Ledger Reconciliations Healthcare 73

Centage

JANUARY 3, 2023

Connectivity: Our software can automatically integrate with your general ledger for budget analysis, offering a clearer picture of your company’s financials. Centage provides modern FP&A software solutions that empower Finance teams to lead the way to a stronger, more agile business.

Financial Planning and Analysis (FP&A) 98

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

Creative CFP

OCTOBER 2, 2020

A couple of years into my career as a chartered accountant I started to wonder if I was still enjoying working in the finance industry. CLOUD ACCOUNTING DISRUPTS THE FINANCE INDUSTRY Cloud accounting is a term that did not exist in my vocabulary a couple of years ago, but it completely changed my life and my thinking.

Accounting 52

Accounting Finance Cash Flow Forecasting General Ledger 52

PYMNTS

AUGUST 12, 2020

Finance administrators and project managers both benefit from automation of the accounts payable process. Finance administrators have less work because manual signatures aren’t required, paper files are taken out of the equation and invoice data can be searched.

Construction 69

Construction General Ledger (GL) Accounts Payable General Ledger 69

The Finance Weekly

MAY 20, 2024

During bank reconciliation, companies compare their bank statements with the cash accounts in their general ledger , identifying discrepancies and making necessary adjustments for unrecorded transactions, like outstanding deposits or new bank fees.

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Reconciliations Banking General Ledger Accounting 52

PYMNTS

FEBRUARY 13, 2019

Love noted that he sees APIs as a growing presence in corporate finance, as banks react to the demand among consumers and businesses to take control of their own data. “You won’t just crack open your general ledger to a CRM database guy.”

Finance 75

Finance General Ledger Math Accounts Payable 75

Fpanda Club

MARCH 28, 2021

Recent technological advancements and constant changes in the business environment enable the finance function in general and FP&A teams in particular to adopt new ways of work, new practices, new tools to meet the needs of their internal and external customers. Download this article. Download FP&A maturity assessment tool

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Budgeting Forecasting General Ledger Finance 130

CFO Simplified

NOVEMBER 21, 2022

Take those expenses and summarize them by the GL (general ledger) account that’s being used for those expenses. This will enable accuracy in tracking finances. By reconciling your petty cash fund regularly, you can avoid any potential issues and keep your finances in good order. . You then want to, .

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General Ledger Reconciliations CFO Accounting 98

The Charity CFO

APRIL 29, 2022

Examine the general ledger for expenses that should have been capitalized, income that should have been recorded as liabilities, or other unusual transactions. Every number agrees to the relevant account balance or general ledger transaction. Reconcile net assets (with and without donor restriction).

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Nonprofit Auditing General Ledger Reconciliations 105

CFO Thought Leader

SEPTEMBER 17, 2023

If you’re transparent and explain what metrics need to be watched,” he says, “doing so really does help to drive productive discussions between finance and the rest of the business.” How do you help the finance teams to do all of the finance calculations around stock-based compensation?

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CFO General Ledger Finance Communication 52

https://trustedcfosolutions.com/feed/

APRIL 5, 2023

As your business reaches the end of each month, your finances require precise maintenance , but that also means diving headfirst into endless spreadsheets and financial statements —an absolute nightmare. Streamlines invoicing and payment processes help you get paid faster and reduce the time it takes to close out the month.

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General Ledger Reconciliations Accounting Standards Auditing 62

Future CFO

AUGUST 1, 2023

Specific to the automation of finance and accounting processes, can you identify the top three areas mid-size enterprises are prioritizing to automate? This can help them stay competitive in today's fast-paced business environment and stay ahead of their competitors in the global market.

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Invoicing General Ledger Reconciliations Budgeting 98

PYMNTS

MARCH 31, 2020

Tipalti CEO and Co-Founder Chen Amit said in the release, “The importance of AI in business finance is only going to increase, and we will be adding new capabilities to Tipalti PI over time to support the needs of our customers. ” Tipalti Pi is created to help during the payable process such as by optimizing payables workflow. .”

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Accounts Payable General Ledger (GL) Accounting General Ledger 53

Future CFO

AUGUST 2, 2021

The survey — the 2021 AFP xP&A Survey and underwritten by Jedox — generated 300 responses from corporate finance practitioners in April 2021. Compiling disparate operational data and relating them to the general ledger is key to unlocking the value of xP&A. Other survey highlights.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) General Ledger Forecasting Corporate Finance 40

PYMNTS

MARCH 4, 2020

The enterprise resource planning ( ERP ) system has been a staple of corporate finance operations for years, acting as a central repository of data and a hub to initiate a range of processes, from accounting to procurement. But the ERP of today doesn’t look like it used to. The ERP’s Role in a FinTech World.

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Cash Flow Forecasting Accounts Payable General Ledger Corporate Finance 104

PYMNTS

NOVEMBER 2, 2018

An expansion of its existing integration will introduce enhanced General Ledger Interface mapping via Accountant Connect, allowing accountants to seamlessly link into and interface with QuickBooks and other accounting platforms to manage their small business (SMB) clients’ finances.

General Ledger 62

General Ledger Accounts Payable Benchmarking Compliance 62

VCFO

MAY 19, 2023

Owners and others that find themselves confused about any elements of the test can easily confer with an external finance expert steeped in R&D Tax Credit eligibility to help them through the process. This could include trials, user testing, or a range of other activities.

General Ledger 71

General Ledger Startups CFO Finance 71

Centage

JANUARY 3, 2024

As we ring in a new year and brace for all of the opportunities and challenges it will bring, one resolution should be near the top of the list for finance professionals: embracing flexible financial forecasting to future-proof your annual budget. Financial forecasting gives businesses the agility to adapt to changing conditions.

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

PYMNTS

DECEMBER 18, 2018

17), Paychex said its General Ledger Service (GLS) now integrates into QuickBooks Online for faster access to key data for both small businesses and their accountants. Human resources and payroll management solution provider Paychex is integrating its data into QuickBooks Online to synchronize data for joint customers in real time.

General Ledger 62

General Ledger Accounting Finance Investments 62

PYMNTS

FEBRUARY 25, 2020

New technology solutions are stepping onto the market to help automate accounts receivable, accounts payable and the act of supplier payments, as well as other processes surrounding these fields, like trade finance, cash flow management and accounting. There’s nothing more valuable than remittance data. This is what businesses are asking for.

B2B 69

B2B Accounts Payable General Ledger Finance 69

Michigan CFO

JUNE 14, 2022

According to Zippia , the “career expert,” over 203,174 Finance Controllers are in the United States. Some of their general responsibilities are highlighted below. By keeping accurate records of financial transactions with a general ledger, comptrollers and controllers can monitor cash flow and manage finances effectively.

General Ledger 40

General Ledger CFO Budgeting Accounts Payable 40

PYMNTS

MARCH 10, 2020

Historically, said Airbase CEO Thejo Kote, finance and accounting teams have been forced to work around the friction of a fragmented spend ecosystem. Accounting teams are expected to go into system after system, download data, manually enter it into the general ledger, categories them, chase people down to get receipts,” he said.

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Accounts Payable General Ledger Budgeting Reconciliations 58

The Finance Weekly

NOVEMBER 27, 2023

Instead of manually calculating these metrics from general ledger accounts, many businesses use software to automate the process and create dashboards with all the important numbers in one place. Accounting and financial management software often comes with real-time dashboards and KPIs tailored to different roles and industries.

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Budgeting General Ledger Concentration Benchmarking 52

https://trustedcfosolutions.com/feed/

JUNE 15, 2021

Intelligent General Ledger. Freedom for finance teams from repetitive tasks and empowers them with actionable insights. ” – Leanne Malsbury, Associate Director of Finance. Transformation of your business so you can free yourself from operational tasks and focus on value-add actions. Taylor Companies.

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General Ledger CFO Financial Data Budgeting 57

BlueLight

JULY 16, 2020

myStartUpCFO I recently spoke with finance leaders from a couple dozen startups. These businesses ranged from seed stage companies where the CEO was the finance leader to growth stage companies with an in-house CFO. At myStartUpCFO, we help our clients with all their finance and accounting needs?—?from

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Startups CFO Reconciliations General Ledger 52

Planful

NOVEMBER 12, 2019

You know what keeps finance up at night? That’s because finance is fundamentally structured. Financial planning is built around general ledgers, accounts, journal entries, cost centers, debits and credits. Financial planning is built around general ledgers, accounts, journal entries, cost centers, debits and credits.

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Planning General Ledger Forecasting Finance 40

CFO Talks

JANUARY 31, 2023

and join our community of accounting and finance executives. That’s when I really began to find what interests me and what it is that I want to become as a CA walking into a finance role. Go to www.cfoclub.co.za I decided I was going to take a leap and move into more the financial part of being a CA.

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CFO Auditing Finance General Ledger 52

Planful

NOVEMBER 10, 2016

For example, the integration of financial data from general ledgers (GLs) and operational data from human capital management (HCM) and other sources is required to support the financial consolidation and reporting process. Delivers API-level integration and the ability to customize data integration.

General Ledger 40

General Ledger Budgeting Forecasting Financial Data 40

Embark With Us

JANUARY 19, 2022

That's the dynamic running rampant across industries right now, with finance organizations pushing Excel past its natural limits and, in turn, preventing their companies from taking a deep dive into the business intelligence pool. Alteryx Use Cases for Finance Professionals and Functions. Or spreadsheets and budgeting. Applied logic.

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Accounting Finance Data Analysis General Ledger 98

The Finance Weekly

DECEMBER 20, 2023

Organizations and finance and operations teams utilize workforce planning software for the following reasons: Strategic Planning Aligning end-to-end HR planning with overall business strategy on a single platform allows decision-makers to make proactive, data-driven decisions. Offers a quick overview of the General Ledger.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger Budgeting 52

The Finance Weekly

DECEMBER 20, 2023

Organizations and finance and operations teams utilize workforce planning software for the following reasons: Strategic Planning Aligning end-to-end HR planning with overall business strategy on a single platform allows decision-makers to make proactive, data-driven decisions. Offers a quick overview of the General Ledger.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger Budgeting 52

CFO Simplified

NOVEMBER 28, 2022

This includes data on customers, suppliers, inventory, finances, and more. If you’re a manufacturer or a wholesale distributor, you should be comparing the value in that inventory value report to one line on your general ledger, and that’s the value of inventory. . Final Thoughts.

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General Ledger CFO Accounts Payable Reconciliations 98

https://trustedcfosolutions.com/feed/

NOVEMBER 30, 2022

Your first step should be to get up close and personal with your finances to identify areas of opportunity and understand your business performance. From sales (Salesforce/Hubspot), to A/P (Bill.com/Routable) to A/R (Harvest), this ecosystem provides for the continuous flow of data to the general ledger.

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General Ledger Compliance Finance Forecasting 108

Centage

JULY 25, 2023

This is because Excel is easy to use and personal finances often require simple formulas and data entry. When you depend on Excel to manage your finances, you may face version control issues, as Excel budget templates are manually prepared and shared. For personal use, there are also a wide variety of free budget templates available.

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