https://trustedcfosolutions.com/feed/

FEBRUARY 11, 2023

Sage Intacct and more modernized systems are building the foundation for continuous accounting without the need for ongoing work — data calculations, reconciliations, and the collection of financial information — from your finance staff. Make the Move to the Cloud Gain access at your fingertips.

Accounts Payable 62

Accounts Payable Reconciliations Leverage CFO 62

PYMNTS

JANUARY 21, 2021

Thanks to this agreement, we can now offer JAGGAER customers and their suppliers improved tracking, reconciliation and speed of processing or receiving cross-border transactions in 134 currencies,” JAGGAER CEO Jim Bureau said in the announcement. US CFOs Consider How to Use Cash Reserves.

B2B 85

B2B Banking Reconciliations Currencies 85

Adam Kae

MAY 30, 2023

Seamlessly Track and Manage Expenses Expense management is a critical aspect of financial health for any business. Manual expense tracking and reconciliation are prone to errors, not to mention the countless hours wasted in paperwork. Reach out for your complimentary consultation today with CFO Adam.

Marketing 52

Marketing Invoicing CFO Reconciliations 52

PYMNTS

MARCH 4, 2020

He pointed to financial reporting as one example of this shift. Native ERP reporting typically isn’t optimized to handle the structure of financial data, or many of the complex requirements like granular data, drill-downs, automated reconciliation and comparative reporting,” he said. Modernizing the ERP.

Cash Flow Forecasting 104

Cash Flow Forecasting Accounts Payable General Ledger Corporate Finance 104

PYMNTS

SEPTEMBER 27, 2017

Using robotics process automation , accounting software company FloQast is rolling out a new solution to automate reconciliation processes. 26), FloQast announced news of the launch of Cloud Connect, a solution that provides near-real-time access to financial data held within in-house ERP systems.

Reconciliations 40

Reconciliations Financial Data Leverage Accounting 40

Simply Treasury

JUNE 3, 2021

We all understand that the C-level wants treasury to lake use of huge financial data they sit on and develop more reporting and dashboards. automatic reconciliation, Straight Through Processing / STP, use of mass data, etc.). Robotics and RPA’s are an intermediary steps to automation, which explains its high ranking.

Cash Flow Forecasting 130

Cash Flow Forecasting Treasury Forecasting Foreign Exchange 130

The Charity CFO

FEBRUARY 4, 2022

A bookkeeper records and organizes financial data; an accountant interprets and presents that data. . The nonprofit bookkeeper is the front line in the battle for the accurate financial data you need to run your business, so let’s review the core responsibilities of a nonprofit bookkeeper. . Manage payroll .

Nonprofit 98

Nonprofit Invoicing General Ledger GAAP 98

PYMNTS

MAY 11, 2017

Xero , the online accounting software company, announced Wednesday (May 10) a partnership with Capital One Financial Corporation to simplify direct bank feeds, credit card data and the bank reconciliation process. Many of the world’s leading financial institutions now share this vision. small business customers.

Reconciliations 65

Reconciliations Financial Data Leverage Accounting 65

PYMNTS

AUGUST 7, 2019

“Our new team in Boulder, CO is looking for a Sr Software Engineer to work within our Advertising FinTech team focused on a Blockchain ledger, billing and reconciliation systems to provide data transparency on transnational financial data,” the job posting said.

Advertising 56

Advertising Reconciliations Financial Data Technology 56

PYMNTS

JUNE 19, 2020

Botkeeper is able to streamline accounting processes through its automation technology as well as integration capabilities with banks, payroll platforms and other sources of financial data to support businesses’ spend management, reconciliation, bill payment and other accounting tasks.

B2B 73

B2B Startups Reconciliations Financial Data 73

PYMNTS

AUGUST 5, 2016

” Outside of the accounting department, however, other parts of a business will feel the effects of automated accounting — and the access of the financial data that goes along with it. . “That’s going to be a value-add.” “That is an unbelievably antiquated way of testing anything,” Tucker stated.

Accounting 42

Accounting Reconciliations General Ledger Auditing 42

PYMNTS

JANUARY 22, 2021

The focus is on real-time transactional data, and making sure we take manual processes out of reconciliation.". Rather, said Franco, the currency climate has opened the door to modernize and optimize in ways that can help the company scale well into the future, and data remains at the heart of that effort.

Healthcare 74

Healthcare Prioritization B2B Accounts Payable 74

PYMNTS

JUNE 28, 2019

The $1 million in Seed funding for India-based Recko will help the firm grow its payments reconciliation solution for companies in the banking, lending, insurance, eCommerce and telecom industries.

Valuation 43

Valuation Reconciliations B2B Startups 43

PYMNTS

MAY 23, 2017

Sage and Cashplus are integrating each other’s data to launch a new Sage tool called Bank Feeds, which means joint customers of Sage solutions and Cashplus business accounts can automate and streamline bank reconciliation to ensure accounts and records are up to date and accurate.

Banking 43

Banking Reconciliations Compliance Accounting 43

PYMNTS

JANUARY 5, 2017

The tool integrates into existing accounts receivable and accounts payable platforms, the company said, adding that the new solution looks to aid in common issues of B2B payments, including misplaced invoices, manual reconciliation and chasing down outstanding payments.

Invoicing 40

Invoicing B2B Accounts Payable Reconciliations 40

The Finance Weekly

MARCH 13, 2022

Based on AI and Machine Learning capabilities, the DataRails’ solution provides real-time financial consolidation and advanced data visualization, through intuitive and simple implementation. For the first time, all financial data is uploaded to the cloud, providing continuous agility and content sharing.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Investments CFO Accounts Payable 52

PYMNTS

JANUARY 26, 2017

“Processing corporate payments as peer-to-peer, directly on blockchains, gives for instant settlement and, therefore, real-time reconciliation and accounting,” the company said. Real-time payments and reconciliation, the company added, could be a major boost to corporate cash management efforts, too.

SAP 57

SAP Invoicing Reconciliations B2B 57

PYMNTS

SEPTEMBER 8, 2016

7) said Abacus will streamline and automate the flow of financial data from transactions made with American Express cards into the Abacus platform for spend management. Their partnership, Abacus said, heightens data quality and accuracy to help businesses automate their monthly reconciliation processes.

Reconciliations 40

Reconciliations Financial Data Banking B2B 40

PYMNTS

JANUARY 29, 2020

Offering solutions that promote workflow automation from sourcing through to payment, reconciliation and accounting is not usually part of an FI’s product roadmap. Unlocking Data to Unlock Value. P2P transactional processing is not part of a bank’s DNA,” said Cichy.

Banking 52

Banking Accounts Payable Vendor Management Reconciliations 52

Finvisage

DECEMBER 31, 2019

Risk of Illicit financial activities seen at Patisserie Valerie could have been mitigated with our Treasury Management System. Manipulating accounting figures in decentralized and error prone spreadsheets is straightforward where reconciliation is time consuming. This would have left no scope for fraudsters to vandalise financial data.

Reconciliations 52

Reconciliations Financial Analysis Construction Accounting 52

PYMNTS

JUNE 22, 2016

. “The root of these inefficiencies is that businesses rely on paper for most of their orders and invoicing, and they receive customer remittance data in inconvenient formats, such as paper, email or fax, that must be rekeyed for reconciliation,” IOFM explained.

Accounting 42

Accounting Invoicing Reconciliations Accounts Payable 42

PYMNTS

JANUARY 14, 2020

percent), improved reconciliation with enhanced data (76.7 In PYMNTS’ 2018 The B2B Payments Tipping Point study, only one feature of Real-Time Payments was considered “very” or “extremely” valuable by more than 70 percent of firms: enhanced fraud and security. percent), 24/7 year-round service (76.9 percent in 2018.

Accounts Payable 53

Accounts Payable Reconciliations Construction Treasury 53

PYMNTS

APRIL 12, 2016

Because virtual cards are just that — virtual — they automate the payment and reconciliation processes, connecting payment data directly into financial systems. The heightened spend controls of v-cards mean better financial data and a clearer vision of cash flow. Not-For-Profit.

Nonprofit 40

Nonprofit Accounts Payable Reconciliations Cash Management 40

Planful

JANUARY 11, 2022

As technology crunches the growing volumes of data, soft skills like critical thinking, problem-solving, and communication will become crucial for Finance to succeed. #1 Without AI, employees are burdened with hours of monotonous tasks like reporting and data reconciliation. 1 – Let AI do the heavy lifting.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

PYMNTS

NOVEMBER 4, 2016

Moore explained that this also presents a window for financial institutions like Capital One to enter into the blockchain space altogether. Because even if a solution can streamline cash flow management or automate financial data management, if that tool takes months and loads of resources to deploy, it may not be worth it.

Treasury 79

Treasury B2B Leverage Reconciliations 79

PYMNTS

NOVEMBER 20, 2018

Sage and Cashplus integrated data from each others’ platforms to launch Sage’s Bank Feeds, allowing joint customers to automate bank reconciliation and digitize financial records.

Reconciliations 43

Reconciliations Currencies Accounting Banking 43

Future CFO

AUGUST 3, 2021

Financial teams have always had a unique vantage point: the financial data they deep dive into allows them to understand their organization's financial options and health. It is one reason why hunting for financial data is a lifelong job for many financial professional teams.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

Spreadym

JUNE 19, 2023

It offers features such as cash flow forecasting, bank reconciliation, and expense tracking. Xero integrates with various payment platforms and provides real-time financial insights. These features provide comprehensive visibility into your cash flow and help you make informed financial decisions.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

PYMNTS

FEBRUARY 15, 2019

The process through which organizations, like universities, gain that spend visibility — that is, being able to integrate financial data across platforms — opens doors to other opportunities in the higher education industry. Yet, the effort to gain a deeper view into spend isn’t simply to avoid those threats, Rotoli noted.

Education 49

Education Accounts Payable Reconciliations Prioritization 49

PYMNTS

OCTOBER 30, 2019

The company said it will allow customers that have a current account or card product with any of 20 major high-street banks, challenger banks or card issuers to connect those accounts into their Coconut platforms to streamline financial data entry for augmented money management.

Banking 41

Banking Foreign Exchange B2B Accounting 41

Spreadym

JULY 10, 2023

Here are the typical steps involved in the financial close process: Pre-Close Activities: This phase involves preliminary activities to prepare for the close process, such as reviewing account reconciliations, ensuring the completeness of transactions, and resolving any outstanding issues or discrepancies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

Centage

SEPTEMBER 6, 2022

Lack of Security Features Excel may be an easier target for hackers due to inadequate encryption features for protecting your sensitive business information, such as identifiable details and confidential financial data. Without separation of duties or an audit that can track who has had access to the data, fraud can occur.

Securities 98

Securities Cash Flow Forecasting Budgeting Forecasting 98

Spreadym

AUGUST 10, 2023

What is financial reporting software? Financial reporting software refers to specialized tools or applications designed to help organizations generate, manage, and present their financial data in a clear and organized manner. Exporting and Sharing: The ability to export reports in various formats (PDF, Excel, etc.)

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) CFO Accounting Standards 52

Centage

SEPTEMBER 6, 2022

Excel may be an easier target for hackers due to inadequate encryption features for protecting your sensitive business information, such as identifiable details and confidential financial data. Bank reconciliation: Because employees can quickly modify or change numbers, you may run into false reconciliations.

Securities 52

Securities Cash Flow Forecasting Budgeting Forecasting 52

The Finance Weekly

APRIL 13, 2024

It is a cloud-based software solution designed for financial planning and analysis, streamlining businesses' budgeting, forecasting, and reporting operations. It offers real-time insights into financial data, it empowers users to produce efficient plans, reports, and analyses.

Financial Planning and Analysis (FP&A) 52

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

Bramasol

MAY 6, 2022

As with real world debt, Digital Debt must be serviced with high on-going costs; primarily in the form of low productivity, time-consuming data reconciliation, lack of end-to-end visibility and continuous maintenance updates. Need for ongoing data manipulation and reconciliation between systems. Sources of Digital Debt.

SAP 71

SAP Finance Reconciliations Leverage 71

The Finance Weekly

OCTOBER 13, 2021

Make a financial reporting strategy. One of the most difficult aspects of a merger or acquisition for finance experts is combining the financial data of two independent firms into one. It's impossible to optimize financial closing processes without first taking into account the hundreds of steps and people involved.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52