The Finance Weekly

JANUARY 5, 2025

The integration of finance AI chatbots offers several benefits: Automating Repetitive Financial Tasks One of the best uses of finance AI chatbots is automating tasks like invoice generation, payroll processing, and transaction categorization. Higher initial investment. Why Are Finance AI Chatbots Important for Businesses?

Finance 52

Finance Budgeting Financial Data Forecasting 52

Future CFO

APRIL 28, 2025

Tools like automated invoicing , reminders, and up-to-date tracking help businesses stay proactive in collections while providing customers with a seamless payment experience," he continues. Regional payment practices and invoice processing challenges Asia's diversity in payment culture and regulatory frameworks presents unique challenges.

Sales 52

Sales Invoicing Credit Risk Finance 52

CFO Talks

FEBRUARY 13, 2025

Send Invoices Promptly & Follow Up Regularly One of the main reasons businesses experience cash flow problems is the late issuance of invoices. An invoice serves as a formal request for payment, and the sooner it is sent, the sooner the customer can process and settle it.

Credit Risk 52

Credit Risk Invoicing Economics Securities 52

E78 Partners

NOVEMBER 18, 2024

Potential pitfalls include: Cash Flow Issues: A sudden leadership change can disrupt the normal flow of operations, leading to delays in invoicing and payment processing. As organizations experience blurred decision-making processes, they face sudden financial difficulties, impacting cash flow and stakeholder relationships.

Leadership 52

Leadership Budgeting Profit and Loss CFO 52

Bramasol

JANUARY 28, 2025

Automation of routine tasks like invoice matching and exception handling. Invest in Training and Change Management Employee Training: Educate your workforce on new AI tools and processes. Key features and benefits of embedding AI in SAP S/4HANA Cloud include: Automatically condensing lengthy reports or datasets into key takeaways.

SAP 81

SAP Data Analysis Leverage Sales 81

CFO Thought Leader

MAY 21, 2025

Read More Whelan explains that the platform automate(s) the key back office tasks like invoice processing, inventory and recipe costing by pulling data directly from pointofsale systems and scanned invoices. Because invoices flow automatically into the accounting system, managers no longer spend evenings entering data.

CFO 52

CFO Profit and Loss Invoicing Concentration 52

Future CFO

FEBRUARY 2, 2025

E-invoicing mandate and ESG compliance add further complexity dimensions to the priorities and challenges faced by the Office of the CFO. E-invoicing mandate and ESG Reporting add further complexity dimensions to the priorities and challenges faced by the Office of the CFO.

Accounts Payable 52

Accounts Payable Accounting Invoicing CFO 52

Global Finance

FEBRUARY 5, 2025

Using B2B BNPL, MSMEs avoid tapping their credit lines to pay invoices and avoid trade credit negotiations. For suppliers, it works like reverse factoring, where the buyer uses a third party to pay the invoice immediately and reimburses the financing third party later.

B2C 52

B2C B2B Invoicing Credit Risk 52

Future CFO

MARCH 11, 2025

The complexity of managing diverse invoices, with multi-currency, continental tax variations, and format differences, further strains operational capacity. Driving continuous improvement in PPM "CFOs must champion strategic investments in technology and automation solutions to support this growth," asserts Kumar.

Finance 52

Finance Compliance Performance Measuring CFO 52

CFO Thought Leader

JUNE 11, 2025

We don’t use our balance sheet to finance the invoices,” Ho says. We don’t use our own balance sheet to finance invoices—we work with over 30 financial institutions and non-bank FIs who provide that funding. How do these offerings help balance growth investments with the need for liquidity and capital efficiency?

SAP 52

SAP CFO Risk Management Invoicing 52

Global Finance

MAY 8, 2025

Bain: Its a very exciting, fluid, and cyclical sector in which there is a lot of deal-making, a lot of investment, and the requirement to deploy material capital across the portfolio to deliver growth. GF : What makes this business and industry a distinctive challenge for a CFO? GF : What is the role of AI in the finance function?

CFO 52

CFO Finance Invoicing Communication 52

Global Finance

OCTOBER 31, 2024

That’s why BTG Pactual, the largest investment banking in Latin America, began to operate in this segment through credit. Another bottleneck is the payment of invoices, and we can also save them in Google Drive or OneDrive for you while you keep all your receipts in a single location. Is this on the bank’s road map?

Startups 52

Startups Banking Cash Management Invoicing 52

Global Finance

DECEMBER 9, 2024

Anwar: We are investing heavily in this space to ensure we are putting the right data governance and controls in place, because your data is only as good as the quality of the data you produce. Then I do a validation of that with my customer and find out if its what they want and if it addresses their biggest pain points.

Treasury 59

Treasury Invoicing Banking Accounting 59

CFO Thought Leader

MARCH 17, 2025

Read More Lees path to that pivotal juncture began in investment banking and private equity, where he gained perspective on what makes companies thrive. Second, we tackle workflow complexity (like) POs and invoices by automating those processes, so you just order and go.

CFO 52

CFO Retail Invoicing Investments 52

E78 Partners

JUNE 26, 2025

aggregates data across disparate sources—contracts, invoices, HR databases, location records, and GL files—to provide a consolidated view of IT costs. automates time-consuming tasks like invoice reconciliation, MACD processing, dispute tracking, and chargeback reporting. Unified Visibility Across the Tech Stack CAP A.I.

Finance 52

Finance Invoicing Reconciliations Prioritization 52

Global Finance

OCTOBER 31, 2024

The partnership augments the bank’s defining strength: its ability to support intra-African trade and investments critical for SMEs’ growth. Over the last several years, the bank has invested in digital transformation. To improve the customer experience, RBC has invested heavily in digital banking and AI technologies.

Banking 52

Banking Finance Construction Foreign Exchange 52

Future CFO

NOVEMBER 21, 2024

This includes real-time digital tax filings and e-invoicing that is soon to be required in nearly 100 countries. To facilitate this, many businesses are looking to co-sourcing as a solution, particularly with the budget constraints and the need to invest in technology and GenAI."

Compliance 52

Compliance Budgeting Reconciliations Finance 52

CFO Talks

JANUARY 20, 2025

Whether its an employee fudging expense claims, a supplier inflating invoices, or cybercriminals targeting your systems, fraud can happen anywhere. These days, there are tools that can monitor your transactions and flag anything that looks unusual like duplicate invoices or payments to unknown vendors. The time to act is now.

Invoicing 52

Invoicing Compliance Investments CFO 52

The Charity CFO

MARCH 13, 2025

Keep Every Receipt, No Exceptions Whether its a small office supply purchase or a major equipment investment, maintain records of every expense. Pro Tip: Leverage expense approval tools to ensure all vendor invoices and credit card transactions are reviewed and approved at the appropriate levels.

Nonprofit 52

Nonprofit Auditing Compliance Leadership 52

Global Finance

FEBRUARY 4, 2025

Suppliers can instantly track invoice payments and upcoming payment totals for improved forecasting. PrimeRevenue also offers end-to-end payment automation, from invoice uploads and remittance-advice reports to trading of specific invoices for early payment, and instant visibility into payment status.

Finance 52

Finance Invoicing Banking Manufacturing 52

CFO Thought Leader

MAY 22, 2025

She explains MarginEdges mission to automate invoice processing, inventory, and recipe costing, giving restaurant owners realtime cost data and freedom to focus on hospitality. Her approach blends operational empathy, data discipline, and candid leadership inspired by Radical Candor.

Numbers 52

Numbers CFO Invoicing Leadership 52

Global Finance

MAY 1, 2025

KFH’s Islamic banking products and services cover commercial, retail, and corporate banking; as well as real estate, trade finance, project finance, asset management, and investments. GFH concluded Shariah-compliant investments totaling $450 million in the US real estate sector in early 2024.

Finance 83

Finance Banking Retail Investments 83

CFO Plans

FEBRUARY 17, 2025

Be on the lookout for warning signs of cash flow problems, such as delayed payments from clients, a mounting pile of unpaid invoices, or dwindling cash reserves. Investing in Financial Planning for Expansion Work with financial experts to create a comprehensive financial plan that supports your growth objectives.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Profit and Loss Startups 52

E78 Partners

APRIL 16, 2025

Yet, many finance and IT leaders still treat Technology Expense Management (TEM) as an afterthought, a reactive function focused on invoice processing or software license tracking. What if TEM was thought of as a strategic lever for CFOs and CIOsa way to align technology investment with business value? Invoices go unchecked.

Technology 52

Technology Auditing Invoicing Benchmarking 52

Global Finance

FEBRUARY 4, 2025

We invest in optimizing processes and leveraging advanced technologies like AI to improve efficiency. These solutions enhance the accessibility and efficiency of SCF with a digitized and automated offering that simplifies invoice and payment processing. For instance, Finastras Assist.AI

Finance 59

Finance Prioritization Leverage Treasury 59

CSC Advisors

JUNE 25, 2025

Cash flow indicates whether your company is generating sufficient funds to cover expenses, invest in growth, and build reserves. Timing matters: delayed payments on your outstanding invoices (assets) can cause cash shortages. You can plan for growth, invest wisely, and handle emergencies with greater ease.

Invoicing 52

Invoicing Accounts Payable Finance Restructuring 52

CFO Talks

FEBRUARY 6, 2025

Corporate finance is all about managing money wisely so a company can invest in the right opportunities, fund its growth, manage its daily expenses, and prepare for risks. Making the Right Investment Decisions One of the biggest challenges a business faces is deciding where to invest its money. Should it buy new equipment?

Corporate Finance 52

Corporate Finance Finance Profit and Loss Investments 52

CFO Thought Leader

JANUARY 30, 2025

Inside The Mentoring Round , PairSoft CFO Matt Collis shares his leadership philosophy on transparency, communication, and cultural alignment. He believes employees want to add value but need clarity on expectations to stay engaged.

CFO 52

CFO Finance Communication Leadership 52

Bramasol

JULY 16, 2025

Operational Efficiency and Cost Management Cost Reduction Pressures : With increasing pressure to reduce operational costs, utilities are investing in ERP systems to streamline workflows, reduce redundancies, and automate financial reporting. Cloud-based ERP systems also lower the total cost of ownership compared to legacy solutions.

SAP 52

SAP Compliance Auditing IFRS 52

CFO Dive

SEPTEMBER 12, 2023

When it comes to managing thousands of invoices, artificial intelligence and automation can run a much tighter ship than humans, asserts Medius executive Branden Jenkins.

Investments 259

Investments Invoicing 259

PYMNTS

NOVEMBER 25, 2020

Companies long-used to sending and receiving paper invoices and checks are finding that digital methods can deliver funds and billing information at a far faster clip. B2B payments automation can save companies valuable time and make it easy for employees working from home to process invoices and reconcile payments.

Invoicing 95

Invoicing Accounts Payable B2B CFO 95

PYMNTS

MAY 20, 2020

To that end, Ajay Agrawal , CEO and founder of SirionLabs , told PYMNTS, “invoice leakage” occurs when firms do not have the ability to review invoices from their suppliers on a “granular level,” which leads to missed opportunities to spot discrepancies.

Invoicing 78

Invoicing Auditing Technology Economics 78

PYMNTS

MAY 13, 2020

Accounts payable (AP) tools that provide quick, detailed oversights of businesses’ financial statuses and payments obligations can help pick up the pace of payments by keeping invoice approval processes on track. Three-Way Invoice Matching Brews Up Better AP Processes. Around The AP Automation World. Find the full story in the Tracker.

Invoicing 79

Invoicing Accounts Payable B2B Budgeting 79

PYMNTS

AUGUST 9, 2020

Due to the SAP Ariba Network, suppliers have access to better visibility for invoices and orders, with the ability to self-manage account information, submit invoices electronically and receive new purchase orders. Strides have been made lately toward eliminating late invoice payments, PYMNTS reported.

SAP 144

SAP Invoicing Risk Management Education 144

PYMNTS

MAY 4, 2020

The Optimizing AP and AR Playbook , a collaboration between PYMNTS and OnPay Solutions , found last month that an estimated nine billion paper invoices are processed every year in U.S. For many suppliers, working remotely has driven AR departments to email invoices out to customers, if they hadn’t been doing so already.

Invoicing 66

Invoicing Accounts Payable B2B Reconciliations 66

Future CFO

SEPTEMBER 3, 2024

Source-to-Pay (S2P) and Procure-to-Pay (P2P) specialist Valtatech is integrating with Microsoft Dynamics 365 and the Pax8 marketplace to drive Malaysia’s ongoing e-invoicing transformation, according to a press release. The post Valtatech integrates with Microsoft to drive Malaysia’s e-invoicing transformation appeared first on FutureCFO.

Invoicing 52

Invoicing Auditing Securities Economics 52

PYMNTS

JANUARY 22, 2021

Today in B2B payments, TripActions announces new funding that values the T&E startup at $5 billion, while OneSource Virtual launches invoice payment capabilities. OneSource Virtual Rolls Out Invoice Pay For Vendor Payments. Invoice Pay, which is fueled by J.P. million in new investment. 21) announcement.

Invoicing 66

Invoicing B2B Reconciliations Valuation 66