Trade Credit & Liquidity Management

MAY 29, 2025

Embedded Finance and Real-Time Credit Assessment: Platforms such as CrediLinq use AI to assess creditworthiness instantly, enabling faster, data-driven trade credit decisions within B2B marketplaces.

Cash Flow Forecasting 52

Cash Flow Forecasting Reconciliations Forecasting Prioritization 52

Global Finance

MAY 6, 2025

Joseph Giarraputo, Founder and Editorial Director of Global Finance, talks to Melvyn Low, Group Managing Director and Head of Global Transaction Banking at OCBC, about the importance of democratizing digital solutions for cash management and the innovative tools the Singapore-based bank has developed to support its customers 24/7 banking needs.

Cash Management 52

Cash Management Leverage Banking Reconciliations 52

Future CFO

APRIL 7, 2022

In one FutureCFO workshop of finance leaders, despite two-thirds using some of the most advanced ERP tools in the market, nearly all concede the use of spreadsheets as part of work. Forty-three years on, spreadsheets are still a staple of finance functions for companies big and small. Albert Leong.

Finance 98

Finance SAP Cash Management Invoicing 98

CFO News Room

DECEMBER 16, 2021

Of course, this starts with the finance team, ensuring it is efficient and effective and trying to extract the maximum value from the resource available. . So, with everyone working at full tilt, how can the CFO improve the productivity of the finance team? The single biggest issue we face is the mentality of the finance team itself.

Reconciliations 130

Reconciliations CFO Finance Invoicing 130

PYMNTS

MAY 4, 2020

The Optimizing AP and AR Playbook , a collaboration between PYMNTS and OnPay Solutions , found last month that an estimated nine billion paper invoices are processed every year in U.S. But as Anderson explained, it won’t be easy for chief finance officers (CFOs) to entirely transform these processes all at once.

Invoicing 66

Invoicing Accounts Payable B2B Reconciliations 66

CFO Thought Leader

JANUARY 29, 2025

Over five years, TDS tripled in size through seven acquisitions, Collis tells us, requiring him to integrate diverse cultures, systems, and processes while scaling the finance team from 10 to 30 members. Position your finance organization as a key driver supporting and accelerating your companys strategy.”

CFO 52

CFO Accounts Payable Invoicing Reconciliations 52

PYMNTS

JUNE 12, 2020

Freelancers have seen particularly harsh economic effects from the ongoing pandemic. Forty percent of those in the U.S. have lost at least $10,000 in income since its onset, leaving many operating on fast-declining savings. The nation

Reconciliations 53

Reconciliations Invoicing Finance Economics 53

The Finance Weekly

MAY 20, 2024

What Is Bank Reconciliation? Bank reconciliation is a process companies use to ensure that their recorded cash balances align with the actual cash held in their bank accounts. Nevertheless, banks still manage most business accounts, and the same reconciliation procedures can be applied to these other cash positions.

Reconciliations 52

Reconciliations Banking General Ledger Accounting 52

Future CFO

NOVEMBER 21, 2024

The latest EY Tax and Finance Operations (TFO) Survey reveals that GenAI will be of help in transforming tax and finance functions, as it aids to address inefficiencies, talent shortages and compliance with emerging reporting obligations, including those related to global minimum taxes.

Compliance 52

Compliance Budgeting Reconciliations Finance 52

PYMNTS

FEBRUARY 8, 2019

Financial data technology firm Validis is rolling out a new solution designed to automate month-end reconciliation processes for small business lenders and invoice financing firms. 7), Validis said it has rolled out DataShare Reconciliation for small business lenders offering Confidential Invoice Discounting (CID).

Invoicing 46

Invoicing Reconciliations Concentration Financial Data 46

PYMNTS

JANUARY 22, 2021

Today in B2B payments, TripActions announces new funding that values the T&E startup at $5 billion, while OneSource Virtual launches invoice payment capabilities. OneSource Virtual Rolls Out Invoice Pay For Vendor Payments. Invoice Pay, which is fueled by J.P. 21) announcement. 21) announcement.

Invoicing 66

Invoicing B2B Reconciliations Valuation 66

PYMNTS

NOVEMBER 26, 2020

These firms are also looking to process invoices faster and more efficiently, and they are adopting automations that can rapidly interpret invoice-related information and flow it into their systems. . That means leaving old-fashioned AR methods behind, as many corporate clients no longer want to receive invoices in the mail. . “It

Invoicing 67

Invoicing B2B Accounts Payable Reconciliations 67

PYMNTS

OCTOBER 20, 2020

Accounts payable and payments automation solution MineralTree has added automated PO and invoice matching for cloud-based accounting and financial management platform Sage Intacct , a press release says. The process of reconciling and matching invoices, when done manually, can be a time-consuming process for businesses, the release says.

Invoicing 52

Invoicing Accounts Payable Reconciliations Healthcare 52

Future CFO

MAY 15, 2022

Finance leaders may have noticed one invoicing trend that emerged in the last couple of years – the way invoices arrive at their organisations has quite clearly changed. Now, with remote and hybrid work commonplace, most invoices are delivered through employees’ and the finance team’s email accounts.

Invoicing 52

Invoicing Accounts Payable SAP Finance 52

Global Finance

MAY 1, 2025

However, there was variation in individual IFIs performances; and many winners of Global Finances Best Islamic Financial Institutions 2025 achieved growth and profitability beyond their peers. Kuwait Finance House (KFH) won as the World’s Best Islamic Financial Institution for 2025.

Finance 83

Finance Banking Retail Investments 83

PYMNTS

FEBRUARY 1, 2021

Although the purpose of digitization in the finance department is, in many cases, to strengthen cash management, the effect of so many siloed systems can actually be quite different. As Berghald explained, that’s because each critical function — from invoicing to payment to accounting — all occur separately from each other.

Finance 82

Finance Invoicing Reconciliations Prioritization 82

Trade Credit & Liquidity Management

JUNE 10, 2025

Do a courtesy call for current high-dollar invoices. Ask if the invoice is in order and scheduled to be paid within terms. Collectors should never chase only specific invoices. Once contact is made, the collector should work on everything past due, which includes invoices that will become past due before the end of the month.

Invoicing 52

Invoicing Sales Accounting Securities 52

CFO Talks

OCTOBER 3, 2024

Regular Reconciliations : Perform surprise cash counts and inventory checks and reconcile sales and deposit records frequently. This type of fraud often aims to meet financial targets or secure financing under false pretenses. Investigate any discrepancies promptly.

Invoicing 98

Invoicing Auditing Benchmarking Reconciliations 98

PYMNTS

DECEMBER 15, 2020

On top of these industry-specific challenges, the legal cannabis space faces the traditional hurdles associated with B2B payments: friction in invoice processing and payment reconciliation, cash flow management challenges, and the disconnect between when buyers want to pay and sellers want to get paid.

B2B 111

B2B Accounts Payable Startups Invoicing 111

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.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

PYMNTS

NOVEMBER 9, 2018

Barclays is rolling out an electronic invoicing solution for its U.K. 8) said Barclays now allows small and medium-sized businesses to access a mobile eInvoicing tool, including invoice generation and submission. On average, businesses spend 92 minutes a week on invoicing, amounting to 10 working days a year, reports said.

Invoicing 67

Invoicing Reconciliations Banking Finance 67

The Finance Weekly

APRIL 13, 2024

Every modern enterprise, regardless of size, requires finance software to manage various aspects of its financial health. However, with the abundance of finance software available today, selecting the right one can feel overwhelming.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

APRIL 27, 2023

Stripe announced recently the expansion of its revenue and finance automation suite to give businesses in Asia Pacific power over the entire life cycle of their cash flow. Stripe said its suite relieves those burdens by equipping finance leaders with revenue management tools that are as sophisticated as the businesses they run.

Finance 52

Finance Reconciliations Invoicing Data Analysis 52

PYMNTS

FEBRUARY 25, 2020

Singaporean peer-to-peer (P2P) platform Funding Societies will partner with Singapore eBusiness (SGeBIZ) for a new way to provide financing solutions to customers, reports said. The survey predicted innovations in SMB working capital financing to grow more than 20 percent by 2025. Funding Societies has worked with more than $1.1

Finance 56

Finance Reconciliations B2B Invoicing 56

PYMNTS

NOVEMBER 11, 2020

The Playbook also calls out “three-way invoice matching — in which staff must compare invoices to purchase orders and goods received notes,” and the frustrations that brings, but automation can reduce these stresses by matching these invoices automatically. Clearly, there are issues. A recent survey found that 74.2

Invoicing 87

Invoicing Accounts Payable Treasury Reconciliations 87

PYMNTS

APRIL 9, 2019

While use of trade finance continues to climb, the International Chamber of Commerce ‘s Banking Commission has warned the financial services market that small and medium-sized business (SMB) access to trade finance is disproportionately low, as large financial institutions (FIs) pull back from the SMB borrower segment.

Finance 63

Finance Cash Flow Forecasting Reconciliations Treasury 63

PYMNTS

JANUARY 23, 2019

The Coupa Pay solution also includes automated reconciliation with the initial purchase order, the companies noted in the press release. The card number is automatically generated once the PO is approved, with payment only made for the designated supplier and amount. JPMorgan is the second card issuer to join the Coupa Pay solution.

Reconciliations 75

Reconciliations B2B Invoicing Finance 75

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.

Cash Flow Forecasting 104

Cash Flow Forecasting Accounts Payable General Ledger Corporate Finance 104

PYMNTS

NOVEMBER 25, 2020

Just as important — if not more so — is the movement of transaction data that enables businesses to reconcile transactions and manage finances. Today, suppliers that receive a transaction may see funds weeks after an invoice is issued. The biggest benefit I see is not necessarily the payment itself,” he noted.

B2B 116

B2B Invoicing Reconciliations Accounting 116

PYMNTS

JUNE 16, 2020

In addition to platforms connecting gig workers with companies looking for them, “Companies must also make sure they can quickly pay their freelancers, which involves reconciling the amounts requested with the services provided and listed on invoices,” the Tracker states. Manual Reconciliation, Begone. Close As Many Loops As Possible’.

Reconciliations 67

Reconciliations Invoicing Accounts Payable Auditing 67

PYMNTS

NOVEMBER 6, 2018

Businesses will be able to pay supplier invoices with both single and multi-use American Express virtual cards from within the Synaptic platform. American Express virtual payments are then sent to vendors, with users having the option to integrate approval steps into the workflow and to access reporting for streamlined reconciliation.

Accounts Payable 71

Accounts Payable B2B Invoicing Reconciliations 71

PYMNTS

NOVEMBER 8, 2018

7) said Coupa Pay is making its market debut with a range of both payment and business financing solutions. A single-use Barclaycard credit card number is created to pay the supplier, which is followed by automatic reconciliation. Two press releases issued Wednesday (Nov. “It inherently offers a twofold advantage.

Invoicing 65

Invoicing B2B Reconciliations Finance 65

PYMNTS

NOVEMBER 12, 2020

Shields offered an example of intentional information: invoice data. Reconciliation should be an intuitive process, she added. Today, a bank simply receives a payment instruction from its customer. This is the No. 1 ask that we see from treasurers, controllers and CFOs across organizations of all sizes,” she said.

Banking 88

Banking Invoicing Reconciliations Treasury 88

PYMNTS

DECEMBER 30, 2020

That's especially true, he told PYMNTS , when it comes to capturing data from purchase orders and invoices to accelerate document processing and reconciliation. There is also the rise of "pay-one, pay-all invoices," which sees businesses able to batch together outstanding invoices and pay them all at once to save time and money.

B2B 119

B2B Accounts Payable Invoicing B2C 119

CFO Share

JUNE 18, 2024

As your business grows and success becomes more tangible, the complexities of managing your finances increase as well. Practice reconciliation both with and without the integration. Here’s ideas on how you can implement this process: Sales – validates client invoicing. Operations – validates inventory records.

General Ledger 105

General Ledger CFO Accounts Payable Financial Data 105

PYMNTS

FEBRUARY 1, 2021

It’s not that automating invoice generation, banishing checks, automating the cash application process and systematically removing all the manual touches from accounts payable (AP) and accounts receivable (AR) workflows weren’t unknown concepts among chief financial officers (CFOs) and treasury departments at the time.

B2B 94

B2B Accounts Payable Treasury Cash Management 94

PYMNTS

FEBRUARY 28, 2020

Purchase, invoice and transaction data are invaluable to the journey of digitization and automation, but organizations are increasingly recognizing that the value can only be realized if that data can integrate seamlessly across platforms. “This combination increases data accuracy, and shortens payment cycles.”

Accounts Payable 83

Accounts Payable Banking Invoicing B2B 83