Nerd's Eye View

JANUARY 29, 2024

The key point is that by digging deep into how they want to provide value for their clients, advisors can choose how to get the most out of their technology. This is particularly important at a time when most advisors are bombarded with pitches for new tools that often promise the world in terms of the features they deliver.

Leverage 86

Leverage Planning Technology Numbers 86

Bramasol

MARCH 31, 2023

Here are four key insights and trends from our interactions with fellow participants at the SAP Insider Event. Since many of these B2B scenarios include bundling of devices and entitlements along with usage-based services, the need for entitlement management tailored to specific industries has become a key element for success.

SAP 86

SAP Compliance Invoicing B2C 86

CFO Leadership

JULY 19, 2022

The discussion panel featured Annie Wayne, CFO at Liongard, Razzak Jallow, CFO at FloQast, Charly Kevers, CFO at Carta, and was moderated by Tipalti’s VP of Finance, Alex Cedro. Key takeaways. Involve others cross-functionally to build consensus and perspectives. Keep it simple: Narrow your scope and reduce scope creep.

Leadership 98

Leadership CFO Finance Technology 98

Bramasol

SEPTEMBER 12, 2022

Although the initial compliance phase for ASC 606 and IFRS 15 revenue recognition mandates is in the rear-view mirror for most companies, it's important to also keep a focus on the road ahead because optimization of overall RevRec processes across the enterprise will be key to ongoing success. Freeze periods on time-based POBs.

SAP 85

SAP IFRS Compliance Invoicing 85

Nerd's Eye View

NOVEMBER 20, 2023

As a starting point, a well-built Process page performs 4 critical functions. Advisors may also want to A/B test various aspects of their pages – calls to action, for example, or different language – to see if one feature or another influences how many prospecting calls they get in turn.

Communication 89

Communication Planning Sales Marketing 89

CFO Selections

SEPTEMBER 20, 2022

Strong financial leadership will ensure that the products being developed are right for the market, priced correctly, and attracting key customers. Product development will use that information to shape product features and functionality.

Manufacturing 52

Manufacturing Finance Leadership CFO 52

Centage

JULY 12, 2022

Kate Drenckhahn is Centage’s Senior Product Manager focused on the strategic planning and execution of new and existing Planning Maestro functionality. Centage product teams are structured as cross-functional teams, composed of Product Management, Software Engineering, Architecture and Site Reliability Engineering.

Compliance 52

Compliance Budgeting Prioritization Data Analysis 52

PYMNTS

MAY 6, 2020

“While we work to support the industry and our customers during this difficult time, we want to ensure that our collaboration with industry stakeholders on FedNow features and functionality continues on a virtual basis,” said Kenneth C. Montgomery, Federal Reserve Bank of Boston first vice president, in a statement.

Accounting 93

Accounting Planning Banking Technology 93

PYMNTS

SEPTEMBER 3, 2020

Organizations that take this approach have greater control over user experience and customization, both of which are key to fostering lasting relationships between buyers and sellers. That will be the main feature, to cut down the costs and timeline of go-to-market," he said. Out-Of-The-Box.

B2B 87

B2B eCommerce Manufacturing Sales 87

PYMNTS

JULY 14, 2020

PYMNTS research has shown that approximately 40 percent of consumers would be very interested in downloading highly functional mobile card apps that can be used to manage multiple cards, track spending and issue transaction alerts, among many other features. There is an important underlying dimension to these findings, however.

Budgeting 78

Budgeting Banking Finance Economics 78

Future CFO

SEPTEMBER 21, 2023

However, as finance professionals, particularly those in the financial planning and analysis (FP&A) function, require more sophisticated analytical capabilities, Gartner says these teams will likely rethink their continued use of spreadsheets at least for use cases such as dashboard creation, reporting and modelling.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Planning Technology 98

Centage

DECEMBER 21, 2023

Peter Welch, CFO, Heartland The choice between Centage and Excel depends on the specific objectives, scale, and complexity of your FP&A process.

Budgeting 52

Budgeting GAAP Forecasting CFO 52

Spreadym

AUGUST 17, 2023

A financial reporting dashboard is a visual representation of financial data and key performance indicators (KPIs) presented in a consolidated and easily digestible format. These platforms offer various customization and visualization features. This feature helps the CFO stay informed about critical changes in financial metrics.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

PYMNTS

DECEMBER 2, 2020

Basware has added a collection of functionalities meant for “power users" to its Accounts Payable (AP) Automation offering, according to a Wednesday (Dec. The additional functions offer a “desktop-optimized” look into all pertinent invoice data, enabling them to match bills with purchase orders and easily access coding tools.

Accounts Payable 72

Accounts Payable Invoicing Accounting B2B 72

PYMNTS

JANUARY 7, 2021

Facebook Hardware Chief Andrew Bosworth notes that Facebook is not calling its soon to be released wearable “AR glasses,” as that functionality is not fully available as of yet, though they will be connected glasses. We’re excited about it, but we don’t want to over-hype it. Bosworth said.

Startups 104

Startups Construction Valuation Technology 104

PYMNTS

SEPTEMBER 3, 2020

Some firms are setting up websites for the first time, while others are enhancing their existing online channels by rolling out new payment features. An integrated, cloud-based content management system (CMS) could offer key benefits by allowing firms to access an eCommerce ecosystem that might otherwise be unobtainable.

eCommerce 77

eCommerce Leverage Entertainment Education 77

Centage

OCTOBER 26, 2023

Here are 4 key questions to ask yourself as you consider adopting new FP&A planning software or other budget forecasting tools. After spending months evaluating features and software FP&A vendors, the last thing a team wants to do is wait months more to start using it. How quickly can you start using new FP&A software?

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

SEPTEMBER 23, 2020

There are three new features — Intelligent Collections, Intelligent Vendor Management and Intelligent Planning — which are intended to remove time-wasting steps and friction and improve cash flow for corporate finance teams, the release stated.

Corporate Finance 70

Corporate Finance Finance Cash Flow Forecasting Vendor Management 70

https://trustedcfosolutions.com/feed/

FEBRUARY 9, 2023

Enriched Financial Reporting With Drillable Dashboards Role-based, custom dashboards help auditors get to key information faster. The reports link to related transactions and key granular data, so the auditor can quickly find supporting documentation to back up the numbers. Looking to learn more?

Auditing 57

Auditing CFO Compliance Accounting 57

PYMNTS

SEPTEMBER 16, 2020

To that end, in an interview with PYMNTS, Vincent Caldeira , chief technologist, Financial Services, APAC at Red Hat , said that moving to the digital age will require banks to renovate their suite of core banking functions (checking and savings, for example) by moving to the cloud — and to microservices in particular.

Banking 117

Banking Budgeting Leverage Technology 117

The Charity CFO

APRIL 13, 2023

This week, we’ve rounded up 7 keys to nonprofit financial management. Interdepartmental Communication The final key to successful nonprofit management is to understand your organization as a whole. The post 7 Keys to Nonprofit Financial Management appeared first on The Charity CFO. This also extends beyond the organization.

Nonprofit 52

Nonprofit Compliance Accounting Standards Budgeting 52

PYMNTS

OCTOBER 12, 2020

As reported in August, the Fed had announced some additional details of the 24/7 year-round interbank settlement service through a program that began to take shape in 2019, geared toward speeding processing times tied to instant payments (and featuring a clearing function).

Invoicing 97

Invoicing Leverage Banking Securities 97

Jedox Finance

DECEMBER 3, 2020

In this post, we look at key considerations for legacy system users to be able to fully leverage the benefits of innovation when evaluating their options and next steps: How will you enable seamless connection to any IT platform? The post Time to Act: Key Considerations When Leaving the Legacy Behind appeared first on Jedox.

Leverage 87

Leverage Planning Finance Securities 87

The Finance Weekly

NOVEMBER 20, 2023

Using machine learning algorithms is crucial to make FP&A functions more responsive, insightful, and efficient. 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.

Financial Planning and Analysis (FP&A) 52

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

Fpanda Club

APRIL 11, 2021

Many FP&A professionals have faced the misunderstanding of the role of the FP&A function and its core activities in the company. This article explores the most common myths surrounding the financial planning and analysis function, its key activities and outputs which many FP&A stakeholders believe in.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Financial Modeling 130

The Charity CFO

OCTOBER 13, 2023

WIN Warehouse Catalog To clarify, WIN Warehouse is a nonprofit organization, which is key to how everything works. In essence, corporations have the need to get rid of old supplies and nonprofits need the supplies to go about business function. manufacturer, distributor, consumer processes.) A real win-win! Get the free guide!

Nonprofit 97

Nonprofit Profit and Loss Math CFO 97

PYMNTS

DECEMBER 3, 2020

Plus, Basware enhances its accounts payable (AP) offering, CardUp eases commercial card adoption, Kofax adds new AP features and the Federal Reserve eyes bank lending. Kofax Adds New AI Features for Accounts Payable. That’s a key issue that Randal Quarles , the top U.S. 2) announcement.

Currencies 60

Currencies B2B Accounts Payable Invoicing 60

PYMNTS

OCTOBER 8, 2020

Fusion Payments To Go offers “best-practice” features and operating rules for supported settlement and clearing functions, in addition to standard integration with outside applications, according to the announcement. Europe and South Africa.

Technology 120

Technology Banking Startups Finance 120

Future CFO

JULY 21, 2021

It certainly did not help that those different functions, including finance, operations, sales and marketing, operated in silos. The lack of visibility at any given moment became a recurring challenge for function heads as well as the leadership. What are some of the key challenges finance professionals face that impact their CCC?

Accounts Payable 95

Accounts Payable Finance Communication Accounting 95

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. Quantifying drivers: Once the key drivers are identified, the next step is to quantify and measure their impact.

Planning 52

Planning Prioritization Concentration Compliance 52

Nerd's Eye View

AUGUST 7, 2023

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

Financial Planning and Analysis (FP&A) 85

Financial Planning and Analysis (FP&A) Planning Technology Compliance 85

PYMNTS

MARCH 17, 2020

Small businesses, particularly those launched by younger entrepreneurs, are often assumed to be a key driver of B2B FinTech innovation as business owners seek sophisticated, automated technologies to run their businesses. As they make this shift, what’s key to collecting payment is simplicity, he said.

Prioritization 67

Prioritization Invoicing Accounting Healthcare 67

PYMNTS

JUNE 10, 2020

Bank features will allow freight carriers new B2B payment options such as a new dashboard for better receivables visibility and a way to pay invoices much quicker, according to a June 10 press release. Then there’s the Quick Pay feature, which U.S.

Invoicing 52

Invoicing Banking Cash Management Auditing 52

Future CFO

SEPTEMBER 29, 2020

BARC employs a deep list of criteria that reflects the key features users consider when choosing planning software, including performance satisfaction, data handling, number of users and requirements. In the latest Planning Survey 20 report, IBM received top ranks in BARC’s five peer groups.

Planning 52

Planning Numbers Accounting Finance 52

Spreadym

JUNE 6, 2023

Key purposes of financial forecasting for business The purpose of financial forecasting can vary depending on the entity or individual involved. Advanced analytics features allow for scenario planning, what-if analysis, and variance reporting.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

Future CFO

MARCH 16, 2021

As vaccines become available, organisations expect an economic rebound while continuing their digital transformation journeys such as those in the finance function. How’d the finance function’s journey be different after the pandemic? FutureCFO: What’d be the challenges facing the finance function and the CFO post-pandemic?

Finance 52

Finance Cash Flow Forecasting Treasury Forecasting 52

Future CFO

DECEMBER 19, 2022

CFOs: Are your finance function using low code development technologies to fulfill growing demand for fast application delivery and highly customised automation workflows? The post Is your finance function adopting low code development technologies? billion in 2023, up 19.6% appeared first on FutureCFO.

Technology 52

Technology Finance Forecasting Economics 52