PYMNTS

FEBRUARY 14, 2017

Whatever they use, he said, these companies need the ability to manage and forecast their cash, and they do so in a very different way than other businesses. Before SaaS took off as a cloud-based, subscription industry, software companies really struggled to make accurate financial forecasts, he noted.

Financial Data 53

Financial Data Forecasting B2B Auditing 53

Future CFO

AUGUST 1, 2023

The rise in digital transformation (DX) initiatives and the adoption of mobile technologies have also contributed to the demand for cloud-based financial applications in Asia/Pacific. Companies are increasingly seeking secure and compliant solutions to manage their financial data.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

PYMNTS

MARCH 4, 2020

It’s a result, explained Gillette, of the legacy ERP no longer being suited to address the full range of businesses’ diverse financial and process management needs. He pointed to financial reporting as one example of this shift. Modernizing the ERP.

Cash Flow Forecasting 104

Cash Flow Forecasting Accounts Payable General Ledger Corporate Finance 104

Global Finance

SEPTEMBER 9, 2024

And while the latest tools of the trade—artificial intelligence (AI) and machine learning (ML)—promise to make tasks such as liquidity forecasting, cash management, and risk management easier, they come with their own complications and tie the treasury team even more closely into management’s strategic planning.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

PYMNTS

NOVEMBER 13, 2018

So, even when they receive an instant payment, as soon as it’s received, it’s already historical data.” ” It may be no surprise, then, that a lack of adequate cash flow forecasting and management solutions may be contributing to small businesses’ negative perception of their banks. In the U.S.,

Cash Flow Forecasting 73

Cash Flow Forecasting Accounting Banking Forecasting 73

The Finance Weekly

NOVEMBER 8, 2022

From accounting and payroll management to budgeting and forecasting, finance is the reason and numbers behind every bit of data that passes through the organization. All of this allows finance professionals to spend more time analyzing data instead of conducting manual and repetitive work. 6) Accounts Receivable/ Invoicing.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Invoicing 98

The CFO College

AUGUST 31, 2021

If the startup is already operating, have your clients invoice customers as soon as possible. Using a rolling cash forecast is a value-add service you can provide to assist in cash forecasting. A rolling cash forecast will normally look forward 6 or 9 months, and each month the oldest month is removed and a new month added.

Startups 81

Startups Accounting General Ledger Forecasting 81

PYMNTS

OCTOBER 26, 2018

million in Series A funding, Futrli landed support from e.ventures, Notion Capital and firstminute Capital for its small business forecasting and reporting solutions. million to eight local FinTech startups, including Nisa Finance , an invoice financing platform. South Africa incubator and investor AlphaCode awarded $1.1

Foreign Exchange 77

Foreign Exchange B2B Invoicing Startups 77

CFO Network

MARCH 11, 2024

Effective cash flow management is crucial for sustaining day-to-day operations, investing in growth opportunities, and weathering unexpected financial challenges. One of the most common pitfalls in cash flow management for SMBs is delayed invoicing.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Forecasting 52

CFO Leadership

JANUARY 25, 2024

High-impact areas to automate include invoice processing, the financial close, and internal controls. Businesses can use it to generate product descriptions, performance goals with employee-specific target metrics, and narrative reporting to accompany financial data.

CFO 52

CFO Invoicing Cash Management Forecasting 52

CFO Leadership

JANUARY 8, 2024

High-impact areas to automate include invoice processing, the financial close, and internal controls. Businesses can use it to generate product descriptions, performance goals with employee-specific target metrics, and narrative reporting to accompany financial data.

CFO 52

CFO Invoicing Cash Management Leadership 52

PYMNTS

MARCH 12, 2019

The deal marries Every’s services with Wave’s accounting, invoicing, payments and expense management offering, part of the firm’s broader strategy of building a holistic suite of SMB financial services. Acquisitions are an increasingly popular strategy for other financial services players, too.

Mergers and Acquisitions (M&A) 73

Mergers and Acquisitions (M&A) Banking Invoicing Financial Data 73

The Finance Weekly

APRIL 13, 2024

Every modern enterprise, regardless of size, requires finance software to manage various aspects of its financial health. This includes tracking past financial activities, ensuring compliance and reporting, as well as forecasting future financial scenarios for better budgeting.

Financial Planning and Analysis (FP&A) 52

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

CFO Plans

JULY 18, 2024

Certified public accountants (CPAs) with expertise in real estate can offer invaluable insights into managing cash flow, budgeting, and financial forecasting. By partnering with a CPA specializing in real estate, they implemented a robust financial management system that included detailed budgeting and forecasting.

Accounting 52

Accounting Compliance CFO Restructuring 52

The Finance Weekly

NOVEMBER 20, 2023

AI integration in their FP&A function brings various positive outcomes: AI algorithms boost efficiency by swiftly handling large amounts of financial data, reducing the , risk of errors , and enhancing data integrity. Advanced AI solutions offer real-time analysis during data entry.

Financial Planning and Analysis (FP&A) 52

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

CFO Simplified

APRIL 15, 2022

By acting on the correctly colored cells, invoices could be generated. Missed invoices and double billing were not unusual in this environment. In addition, pulling together month-end data was done manually and wasted crucial staff time. This eliminates the complex spreadsheets and provides data for the cash flow forecast.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Budgeting 52

Spreadym

JUNE 19, 2023

Here is a general process for effective cash flow management: Establish a Cash Flow Forecast: Begin by creating a cash flow forecast, which estimates the expected cash inflows and outflows over a specific period (e.g., This forecast serves as a baseline for monitoring and planning your cash flow.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

CFO Plans

SEPTEMBER 24, 2024

Implement Cost-Effective Financial Solutions Cost-effective financial solutions are essential for small businesses looking to maximize their resources. From cloud-based accounting software to automated invoicing systems, there are numerous tools available that can streamline your financial processes and reduce overhead costs.

Tax Planning 52

Tax Planning Accounting Planning Budgeting 52

Spreadym

MAY 26, 2023

It helps automate and streamline the budgeting process by providing tools and features to input financial data, allocate funds to different categories, monitor expenses, and generate reports. It may also allow for scenario analysis to assess the impact of different financial decisions or changing circumstances.

Budgeting 52

Budgeting Forecasting Financial Modeling SAP 52

CFO Thought Leader

JULY 19, 2024

This insight spurred the creation of Ledge, a platform designed to automate repetitive tasks and streamline financial data management Read More Tal’s experiences highlighted the critical role of AI in transforming finance functions. Moreover, Tal sees AI as a powerful tool for financial forecasting.

Leverage 40

Leverage Finance Invoicing Forecasting 40

PYMNTS

MAY 31, 2017

With the new funding, Wave will focus on building out its integrated financial service capabilities, deploying technologies like artificial intelligence to make better sense of all the financial data it captures. Wave’s approach to enhancing SMBs’ handle on cash management is a bit different. and she has Wave.

Cash Management 51

Cash Management Invoicing Accounts Payable Financial Data 51

The Charity CFO

JULY 12, 2024

For example, a nonprofit provides a paid service to a community member and issues an invoice. The revenue from the service is recorded now, even though the invoice hasn’t yet been paid. The timing of an organization’s income and expenses in cash-basis accounting can misrepresent the actual financial state of the nonprofit.

Nonprofit 52

Nonprofit Accounting Budgeting GAAP 52

CFO Plans

SEPTEMBER 24, 2024

Cloud-Based Accounting Solutions for Startups Virtual CFOs leverage advanced cloud-based accounting solutions to streamline financial operations. These platforms provide real-time access to financial data, enabling startups to make informed decisions swiftly.

Startups 52

Startups CFO Financial Analysis Risk Management 52

The Finance Weekly

APRIL 28, 2024

Also, the subscription service comes with cool features such as follows: Keeping tabs on inventory Sorting out your books Sending out invoices smoothly Managing payroll Dishing out financial reports Linking up with other apps for a seamless workflow Plus, you can share access with different permissions for your team.

Financial Planning and Analysis (FP&A) 52

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

Boston Startup CFO

FEBRUARY 1, 2023

Lack of financial expertise If you or your management team lack financial expertise or experience, a fractional CFO can bring the necessary knowledge and skills to your startup. Additionally, they can help you navigate financial challenges by developing strategies to overcome them.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

Future CFO

DECEMBER 17, 2023

For the upcoming year, AI is the connecting thread among SAP Concur executives’ predictions, the firm said, adding that AI is changing how all business is conducted, and travel, expense, and invoice (TEI) management is no exception. Finance teams spend significant time on financial planning," he said.

SAP 52

SAP Finance Budgeting Data Analysis 52

PYMNTS

JUNE 26, 2020

“Small businesses in particular need cash flow forecasting, financial resiliency planning, advice on payment scheduling as well as consulting on applying for available government help. All of these things require reliable data in real time.” ” Supporting an Accounting Shift. .

Accounting 52

Accounting Cash Flow Forecasting Invoicing Prioritization 52

PYMNTS

MAY 11, 2017

With FinTech innovators finally starting to give B2B solutions the attention they have longed for, there are now troves of platforms companies can access, from expense management to cash flow forecasting to supplier management. According to both Khan and Praeger, customers of their companies had been calling for them to fill in those gaps.

B2B 42

B2B Cash Flow Forecasting Accounts Payable Invoicing 42

CFO Plans

SEPTEMBER 24, 2024

These platforms offer real-time financial reporting, automated accounting services, and seamless integration with other business tools. With cloud-based solutions, small businesses can access their financial data from anywhere, at any time, ensuring they stay on top of their financial health.

CFO 52

CFO Startups Tax Planning Accounting 52

CFO Talks

SEPTEMBER 18, 2024

Use demand forecasting and just-in-time (JIT) inventory practices to keep inventory lean without risking shortages. Receivables Management: Reduce the average collection period by setting clear payment terms, offering early payment discounts, or using invoice factoring if necessary.

Auditing 52

Auditing Leverage Benchmarking CFO 52

CFO Plans

AUGUST 9, 2024

By leveraging the expertise of seasoned financial professionals, companies can gain strategic insights without the overhead costs of a full-time CFO. For instance, a mid-sized manufacturing company saw a 15% increase in profitability within a year of engaging an outsourced CFO who streamlined their budgeting and forecasting processes.

Accounting 52

Accounting Tax Planning CFO Startups 52

Future CFO

OCTOBER 19, 2021

Gartner forecasts that global spending on security and risk management will exceed US$150 billion in 2021 adding cloud adoption and remote working to the mix of reasons for the spend. Such phishing emails usually direct the victim to a fake website to steal sensitive data such as login credentials and banking details.

Securities 52

Securities CFO Risk Management Finance 52

PYMNTS

MAY 11, 2018

A 2014 survey from treasury management software company Kyriba found that 65 percent of corporate treasurers say they are challenged by a lack of visibility into cash forecasting data inputs, making it their largest forecasting challenge. That complexity has corporates missing out on money.

Accounts Payable 40

Accounts Payable Treasury SAP Forecasting 40

The Finance Weekly

MARCH 5, 2024

Chargebee complements these by offering a versatile billing platform that automates invoicing, subscriptions, and revenue recognition. C,ash Management The Open Banking initiative has been a game-changer in the financial services sector by allowing third-party developers to access financial data through banking APIs.

Financial Planning and Analysis (FP&A) 52

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

Bramasol

DECEMBER 13, 2021

Just some of the key areas of operational benefits from S/4HANA include: Finance – unification of financial data in a single-source-of-truth with resultant improvements in financial close processes, AP/AR productivity, billing, revenue, cash management and more.

SAP 52

SAP Compliance Profit and Loss Securities 52