The Finance Weekly

NOVEMBER 8, 2022

What is a financial tech stack? A tech stack, or a solutions stack, is the combination of technologies and software tools that an organization uses in order to conduct day to day business operations. There are employee time tracking sheets, payroll management, customer accounts, and even the ability to generate basic financial reports.

Financial Planning and Analysis (FP&A) 98

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

The Charity CFO

MARCH 27, 2024

Having reliable accounting software is essential to maintaining accurate financial records, and QuickBooks makes it easy to stay on top of transactions, invoices, and more. For example, you can create a rule that certain categories of invoices must be approved by a specific person before they can be paid out. Get the free guide!

Nonprofit 40

Nonprofit Accounts Payable Compliance Invoicing 40

PYMNTS

MARCH 4, 2020

Enterprise cloud migrations have opened up the ability for smaller businesses to adopt ERP technology once reserved for the largest corporates. At the same time, a surge in third-party financial platforms has disrupted the flow of data into the ERP, disbursing information throughout the back office. Disruption Ahead.

Cash Flow Forecasting 104

Cash Flow Forecasting Accounts Payable General Ledger Corporate Finance 104

PYMNTS

JULY 24, 2020

Since then, the financial technology (FinTech) company has expanded its portfolio to also offer business banking. The two firms said the pairing will enable customers to see transaction history, track whether invoices are paid or outstanding, record bills and expenses, and automatically create great financial reports.

Startups 102

Startups Foreign Exchange Valuation Invoicing 102

PYMNTS

DECEMBER 15, 2020

Tipalti Chief Customer and Operating Officer Manish Vrishaketu said in the announcement that Acuant comprehended its need for automation and addressed its fast-growing business with safe and “user-friendly technology.”. In addition, they can get rewards on corporate expenses such as rent, advertising, inventory and equipment.

Accounts Payable 75

Accounts Payable Compliance Advertising Invoicing 75

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. Technology Plays Catch-Up. A (Digital) Document Deluge.

Accounts Payable 63

Accounts Payable Compliance Invoicing Finance 63

PYMNTS

OCTOBER 22, 2019

Accounts payable technology company AvidXchange is targeting the healthcare industry with payments and invoicing offerings. The technologies can support the industry’s HIPAA compliance and other regulatory requirements with elevated financial reporting and auditing capabilities.

Healthcare 40

Healthcare Accounts Payable Invoicing Auditing 40

Spreadym

JUNE 19, 2023

Manage Accounts Receivable: Monitor your accounts receivable closely, ensuring that customers pay their invoices on time. Implement efficient invoicing processes, offer incentives for early payments, and promptly follow up on overdue payments to minimize the risk of cash flow gaps.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

CFO Talks

MARCH 19, 2024

Regularly updating this list keeps the agenda relevant and front of mind across the organization. Identifying Strategic Priorities The process begins with a thorough analysis of the current financial landscape and an evaluation of emerging technologies, like AI, that can significantly enhance operational efficiencies.

CFO 52

CFO Communication Finance Budgeting 52

PYMNTS

MARCH 19, 2020

That’s because the more software solutions a business implements, the more platforms there are for accountants, payroll professionals, financial executives and others in the enterprise to toggle between, opening up the opportunity for manual data entry, recording errors and wasted time. ” A Waterfall Effect. . ”

Accounting 62

Accounting Invoicing Accounts Payable Financial Data 62

PYMNTS

JULY 5, 2018

That includes a new Know Your Customer (KYC) application for banks, as well as Hong Kong’s latest cross-border trade finance initiative using distributed ledger technology (DLT). BNP Paribas, Deutsche Bank and 37 other participants are trialing the solution, an app built by Synechron using Microsoft Azure technology.

Invoicing 47

Invoicing Finance Compliance Banking 47

The Charity CFO

NOVEMBER 10, 2022

data entry, invoicing, and report generation). When you have a clear financial picture, it builds donor confidence and trust in your organization. . Generates accurate financial reports. Nonprofit accounting services give you the tools and knowledge you need via accurate reporting. . Saves time and money.

Nonprofit 52

Nonprofit Accounting Auditing GAAP 52

The Finance Weekly

JANUARY 21, 2024

The rise and challenges of ERP systems Over the past 50 years, accounting and finance professionals have embraced existing and new technology, from using the first computers to implementing and using advanced ERP (Enterprise Resource Planning) systems. These processes vary.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 40

E78 Partners

MARCH 23, 2023

If you find that you and your employees are spending an inordinate amount of time on financial tasks – such as bookkeeping, invoicing, and managing payroll – it may be time to outsource your finance and accounting services. And it’s not just taxes.

Accounting 52

Accounting Finance Budgeting Securities 52

Onplan

DECEMBER 16, 2021

With that in mind, here are some of the most important functions of an accounting team a CFO needs to keep an eye on: Creating financial statements Financial reporting Payroll Customer Invoicing Vendor/employee payments Entity taxes Compliance. Knowing how to use technology as an advantage for any SaaS finance leader.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

With that in mind, here are some of the most important functions of an accounting team a CFO needs to keep an eye on: Creating financial statements Financial reporting Payroll Customer Invoicing Vendor/employee payments Entity taxes Compliance. Knowing how to use technology as an advantage for any SaaS finance leader.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

NOVEMBER 30, 2023

A missing record or inaccurate numbers make it difficult for the auditors to verify financial transactions. Do You Struggle to Make Sense of Your Financial Statements? Get our FREE GUIDE to nonprofit financial reports, featuring illustrations, annotations, and insights to help you better understand your organization's finances.

Nonprofit 52

Nonprofit Auditing Compliance Education 52

PYMNTS

JULY 20, 2016

The $60 billion proposed acquisition of EMC is the largest-ever in the technology sector by market value, reports said. Reports said EMC suppliers declined to comment on the matter, though one did say it does not see cause for concern. “We have full confidence in the Dell/EMC merger,” the supplier stated. In the U.S.,

Invoicing 40

Invoicing Finance Financial Reporting Technology 40

BlueLight

MAY 1, 2020

Traditionally, the chief financial officer (CFO) is responsible for tracking the company’s past and present financial situation and ensuring on-time and accurate financial reporting. This function is called financial planning and analysis (FP&A). The first step is getting good financial reporting.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

CFO Talks

MARCH 28, 2023

This includes financial and management consulting, tax and payroll services. Before joining Taxdirect, he held senior managerial positions at Silverline Technologies and Solarlux Solutions. If you are given figures, some things will be influenced by certain social events when reporting and so on.

Math 52

Math CFO Communication Accounting 52

BlueLight

JULY 30, 2020

The financial implication of these decision is critical and the CFO is the executive helping the CEO navigate these decisions. Historically, the CFO role was focused on backward looking information: ensuring on-time and accurate financial reporting. Billing and invoicing software: Bill.com ?—?Cloud-based

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 52

PYMNTS

FEBRUARY 5, 2018

Information technology (IT), whose professionals juggle more than 10 apps in the workplace, on average. “Every single one of their customers relies on their technology infrastructure to run their business. . “Every single one of their customers relies on their technology infrastructure to run their business.

Finance 43

Finance Financial Data Invoicing Communication 43

Future CFO

MARCH 11, 2021

Laura Houldsworth, SVP and general manager at SAP Concur, says tax management involves financial analysis and decision making. Proper tax management can lead to lower effective tax rates, better business decision-making, and greater accuracy in financial reporting," according to Houldsworth.

SAP 52

SAP CFO Finance Compliance 52

Boston Startup CFO

FEBRUARY 1, 2023

Improving your billing and collections : A CFO can help you review your billing and collections process and suggest ways to improve it, such as by implementing systems to track invoices and follow up on overdue payments.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

PYMNTS

JULY 19, 2018

Spend management is a vital party of a company’s operations, as the costs of supplies — or of certain entertainment and travel activities — are likely to reflect, directly or indirectly, on the invoices going to customers and in the financial reports of firms. A lot of them are thinking about upgrading.”. Time Is Money.

Construction 44

Construction Entertainment Invoicing Budgeting 44

Creative CFP

OCTOBER 2, 2020

There is drill-down functionality available from the general ledger, and you can click right through to the supplier invoice. I am now able to improve financial reporting and be innovative with bringing the business numbers to life so business owners can make better decisions. The switch was easier than I thought.

Accounting 52

Accounting Finance Cash Flow Forecasting General Ledger 52

PYMNTS

JUNE 21, 2019

The story hit a new twist this week, though, with EY finding evidence that Cotten embezzled cryptocurrency to his personal accounts, and that the company’s infrastructure was “significantly flawed from a financial reporting and operational control perspective.” ” Australia’s SMB Scam Surge.

Accounts Payable 43

Accounts Payable CFO Accounting B2B 43

PYMNTS

MAY 4, 2016

But today, the fleet arena is getting filled with some of the most robust technology available, and we’re not just talking about GPS. People who are using fuel cards are getting these weekly or monthly invoice/reports that aren’t incredibly intuitive,” the executive said. Rather, their data must communicate, she said.

Profit and Loss 40

Profit and Loss Transportation Education Invoicing 40

Strategic Treasurer

MARCH 6, 2023

You can have on your financial statements, we’ve got $5 million dollars in cash, well, that might be true, it might not be even you may have great cash needs in one place, and that you have to borrow on and other areas that you have excess liquidity so how do you manage that? Well, how can technology help with that?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Treasury GAAP 52

Future CFO

JULY 13, 2020

Oracle assisted us with additional strategies, enabling us to automate and into the data analytics to help in the accuracy of our financial reporting.”. Many of them had been slow to embrace digital technologies, but the last few months’ changes has been phenomenal – workforce management, smart campuses, and digital command centre.

Planning 52

Planning Finance Manufacturing Advertising 52