Centage

OCTOBER 3, 2022

These obstacles can become even more pronounced as your business grows and your financial planning gets increasingly complex. For example, you may use spreadsheets to plan your fiscal year or maintain your client sales list. You need to account for these possible outcomes in advance to ensure your business plans appropriately.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52

PYMNTS

FEBRUARY 13, 2019

In the accounting space, that means integrations with enterprise resource planning (ERP), accounts receivable, accounts payable, procurement, banking and other portals. “Staying up to date on standard security practices and encryption technology is a really important piece of the puzzle,” he said.

Finance 75

Finance General Ledger Math Accounts Payable 75

https://trustedcfosolutions.com/feed/

JUNE 15, 2021

With Visual Explorer, you can transform your business plan and make strategic, data-driven decisions with interactive, visual insights into your financials. The data is real-time, secure, and can transform your decision-making process. Intelligent General Ledger. Uses Sage Intacct Data security.

General Ledger 57

General Ledger CFO Financial Data Budgeting 57

Planful

JUNE 22, 2017

Assets, Liabilities, Equity, Revenue, and Expense accounts) from multiple general ledger systems, and mapping it to a centralized chart of accounts. While these systems have historically been deployed in on-premises data centers, they are now available as Cloud Financial Planning and Analysis Solutions. .

Accounting 40

Accounting General Ledger IFRS GAAP 40

Planful

NOVEMBER 10, 2016

Key EPM processes include modeling, planning, financial consolidation, reporting, and analytics that are linked in a continuous, repeatable management cycle. In budgeting and planning, the integration of prior-year actuals from GLs may be required to “seed” the annual budget process. Users and user security. Chart of accounts.

General Ledger 40

General Ledger Budgeting Forecasting Financial Data 40

The CFO College

JUNE 3, 2021

Acquiring these advanced types of services, like setting up a permanent audit trail, rolling cash forecast, month-end reporting, and strategic planning, is the secret sauce your potential client needs to know how their money flows in and out of their company (and what their financial future will look like). Know Your Clients Wants and Needs.

Accounting 52

Accounting CFO Auditing General Ledger 52

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. In this buyer’s guide to the best FP&A software, we’ll provide an overview of the top financial planning and analysis tools to consider. However, not all FP&A tools are created equal.

Financial Planning and Analysis (FP&A) 52

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

Planful

FEBRUARY 16, 2017

The biggest problem with spreadsheets is that they’re not designed for security and control of a corporate process – there could be several versions of the same spreadsheet, but how do you know which numbers accurately reflect the latest financial results? Cloud-based technology has transformed the year-end close process.

Numbers 40

Numbers General Ledger (GL) General Ledger Financial Reporting 40

The Charity CFO

APRIL 25, 2024

QuickBooks Online is a cloud-based system, which means multiple users can securely access the system, simultaneously, from across geographical boundaries. I’m very thankful for how The Charity CFO team dug into our finances and came up with the right plan for our team,” Joe said.

Nonprofit 52

Nonprofit Accounting CFO Auditing 52