The Finance Weekly

FEBRUARY 22, 2023

A startup usually can't afford to establish a complete finance organization with accountants, controllers, planners, and tax specialists right from the beginning. To establish an effective finance function for a startup, the process can be divided into three stages.

Startups 52

Startups Finance CFO Forecasting 52

Centage

SEPTEMBER 13, 2022

There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty. Your company needs to make plans for the future. It shows what your business owes and owns, along with how much shareholders have invested. What Is Financial Forecasting?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 52

CFO Plans

MAY 16, 2024

Learn How to Leverage Real-Time Data Cost-Effective Accounting Solutions for Businesses Traditional accounting software often requires significant upfront investments in hardware and licenses, along with ongoing maintenance costs. For more insights and solutions tailored to your financial management needs, visit CFO Plans.

Accounting 52

Accounting Compliance Manufacturing CFO 52

Nerd's Eye View

FEBRUARY 20, 2024

What's unique about Ben, though, is that he spent 13 years successfully working his way up the career track at a growing advisory firm, starting as an intern and eventually making partner… only to realize within 18 months that it wasn't a good culture fit for him and that he'd need to leave, but then figured out how to take on passive equity (..)

Startups 52

Startups Leverage Finance Investments 52

PYMNTS

OCTOBER 31, 2018

Cloud Elements , a platform offering application program interface (API) integration solutions, secured an investment from the venture capital (VC) arm of American Express (Amex), the company said in a press release issued Tuesday (Oct. The VC outfit also backed insurtech startup Next Insurance last year.

Investments 54

Investments Startups Leadership B2B 54

CFO News Room

DECEMBER 1, 2022

Startup founders typically face a fundamental tradeoff: They can grow the company, increasing its value and the value of their shares, but to do so they must give up some control. Co-founders and employees who join the startup want to know that it is well managed. Or, they can keep control, at the expense of growth.

Startups 100

Startups Auditing Investments Leverage 100

PYMNTS

JUNE 3, 2019

Fluree, a database management startup based in North Carolina, has raised $4.7 It has the ability to make the data immensely collaborative by allowing multiple parties to actually interact with it and improve security, and it really allows you, especially with how we’ve organized our database, to get better leverage out of the data.”.

Startups 58

Startups Leverage Technology Securities 58

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. Leveraging Technology: In today’s data-driven environment, tasks that involve implementing or improving technological solutions should be high on the CFO’s priority list.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

MARCH 30, 2018

Combined, more than $337 million in funding will fuel growth for an array of B2B startups that revealed their latest funding rounds this week. based startups dominated, with investors focusing on cybersecurity solutions and on startups that aim to streamline back-office functions. PYMNTS breaks down the latest deals below.

Startups 46

Startups B2B Mergers and Acquisitions (M&A) Accounts Payable 46

PYMNTS

JUNE 25, 2019

HSBC is investing in a Hong Kong-based company aimed at matching small manufacturers with component suppliers across the globe, according to KFGO reports on Sunday (June 23). In a statement, Serai Chief Executive Vivek Ramachandran likened the platform to a social networking solution for corporates.

Investments 40

Investments B2B Manufacturing Leverage 40

Nerd's Eye View

JUNE 13, 2023

Danika is the President and Founder for Xena Financial Planning, a virtual advisory firm that advises 40 client households of women in tech and supports more than $275K of ongoing revenue. Welcome back to the 337th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Danika Waddell.

Auditing 97

Auditing Corporate Finance Leverage Startups 97

PYMNTS

FEBRUARY 14, 2017

This time around, an Alexa integration, a new partnership leveraging telematic capabilities and a major manufacturing investment by BMW are all working to connect and evolve the automotive space. Insurance agencies are looking to leverage technology to improve driver safety (and save policyholders some cash). and $79.99

Investments 40

Investments Manufacturing Leverage Startups 40

Fpanda Club

MARCH 28, 2021

This article describes the FP&A maturity assessment model focused on major tasks of the function (strategic planning and budgeting, forecasting, analytics, management reporting, performance management and decision support) and built around 3 key areas – processes, tools/systems and people.

Budgeting 130

Budgeting Forecasting General Ledger Finance 130

PYMNTS

JANUARY 27, 2017

Jiobit, a technology startup based out of Chicago, makes something that seems like every parent, from those expecting to empty nesters, will want or wish they’d had. The startup has developed a location-tracking smart tag and accompanying mobile app that sends alerts to parents when their child has gone outside a preset range.

Startups 40

Startups Math Transportation Leverage 40

CFO Network

DECEMBER 11, 2023

Unlocking Financial Success: How Fractional CFOs Transform Businesses In the current landscape, businesses increasingly opt for lean and agile operations, fostering a burgeoning market for expert support in non-full-time equivalent roles within startups and small to medium enterprises.

CFO 52

CFO Startups Finance Accounting 52

Spreadym

JULY 21, 2023

The objective of digital transformation is to modernize and improve the efficiency, agility, and customer experience in the financial industry by leveraging technology and data-driven solutions. Data-Driven Decision-Making : Leveraging data analytics to gain valuable insights into customer behavior, financial trends, and market dynamics.

Finance 52

Finance Prioritization Compliance Leverage 52

PYMNTS

AUGUST 23, 2018

Residential real estate startup Bungalow announced it has secured $64 million in funding: a $14 million Series A led by Khosla Ventures, Atomic, Founders Fund, Cherubic Ventures and Wing Ventures, as well as a $50 million debt facility. There are also plans for global expansion in 2019. putting it on track to be in 12 major U.S.

Startups 40

Startups Securities Leverage Marketing 40

PYMNTS

DECEMBER 20, 2019

Startups helping other businesses to manage their financing proved popular with investors, but it was a Vietnamese B2B eCommerce startup that took home the largest round. PYMNTS breaks down the latest VC investments below. Small business accounting startup Xendoo announced a $3.5 based Pepper has announced a $5.6

Startups 52

Startups B2B Treasury Benchmarking 52

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. This delays your team from reaping the benefits of the new planning and forecasting tools you’re onboarding, drives up costs, and disrupts your business. What’s the learning curve? Watch demo 3.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

MARCH 17, 2020

Grab, a Southeast Asian app, and the Infocomm Media Development Authority (IMDA) have teamed up to run an accelerator meant to jumpstart Singapore startups and help them to expand to other countries, according to a report by Deal Street Asia. Grab already has a program called Grab Ventures Velocity which supports 15 regional startups.

Startups 52

Startups Leverage Investments Planning 52

The Charity CFO

APRIL 18, 2024

Nonprofit Technology Integration and Data Security One of the best things you can do for your nonprofit is to start leveraging data. Strategies to Leverage Data and Keep it Safe There are several ways to use technology while also ensuring data security. As you integrate data into your organization, you must take steps to keep it safe.

Nonprofit 52

Nonprofit Compliance CFO Leverage 52

PYMNTS

AUGUST 4, 2017

While the firm said it is closing one of its companies “as part of a planned restructure,” and assured that customers wouldn’t be affected, the news did raise concerns over its financial health. PYMNTS breaks down the major AltFin investment rounds below, plus covers the other B2B FinTechs that were able to secure new funding.

Investments 43

Investments B2B Finance Restructuring 43

PYMNTS

MAY 1, 2017

But off the trading floors, the news cycle carried its own pace as Walmart made cash cheaper to send, bitcoin and the blockchain got a series of thumbs down from bankers around the world and startups started feeling the burn. The firm had initially planned to raise $200 million from members and give them a 90 percent stake in a new company.

Startups 46

Startups Banking Currencies Investments 46

CFO News Room

DECEMBER 13, 2022

As a startup founder, it’s got to feel exhilarating to see new customers streaming in and paying for your product or service. Considering how many startups fail, watching customers put money down can make you feel like you’ve slayed a dragon. CURT NICKISCH: So what is the scale-up phase and how do startups know when they’re in it?

Startups 100

Startups Economics Manufacturing Marketing 100

PYMNTS

MAY 1, 2020

With $68 million in combined venture capital funding, this week’s B2B FinTech investments are certainly not the highest they’ve been, but considering the current market, the latest rounds remain impressive nonetheless. Logistics and freight technology startup Nuvocargo issued a press release announcing $5.3 and Mexico.

Banking 66

Banking B2B Accounts Payable eCommerce 66

PYMNTS

SEPTEMBER 6, 2019

Startups in India saw the majority of that activity, while France and the U.S. But it was a Singapore startup building out a holistic suite of small business financial services that landed the largest round this week, by far. Yelo also plans to expand its team and invest in product development and sales, reports said.

B2B 62

B2B Invoicing Accounts Payable Startups 62

PYMNTS

NOVEMBER 1, 2019

Launched about a year after Healthcare.gov’s initial debacle, USDS has been tasked with bringing the federal government’s technology up to speed by leveraging the skills of technology specialists. In other words, it’s a startup that operates inside the White House, tasked with bringing government tech into the 21st century — carefully.

Healthcare 42

Healthcare Startups Technology Practice Management 42

PYMNTS

JULY 9, 2020

This week, Truepill, a startup, said it had raised $25 million to expand its telehealth offerings. with patients through real-time video and will leverage Truepill’s infrastructure and distribution to fulfill and deliver medications. Truepill Health, the telehealth platform, connects 9,000 physicians based in the U.S. How The RX Flows.

Healthcare 75

Healthcare Pharmaceutical B2B Leverage 75

PYMNTS

SEPTEMBER 27, 2019

Below, PYMNTS breaks down how more than $420 million in funding landed with B2B startups. s Nationwide Building Society did not disclose how much it invested in BankiFi , but it did say that it’s support to the open banking FinTech comes as Nationwide plans to launch a business current account. said this week.

B2B 59

B2B Accounts Payable Startups Advertising 59

PYMNTS

FEBRUARY 21, 2020

New York Attorney General Letitia James announced plans on Feb. Fidelity Investments’ parent company, FMR LLC, is launching an independent personal data startup called Akoya to serve as a bridge between financial institutions and data recipients. Also, Samsung production in Vietnam could stall due to the coronavirus.

eCommerce 60

eCommerce Forecasting Leverage Startups 60

PYMNTS

JUNE 28, 2019

The Hong Kong-based Serai platform aims to connect buyers and suppliers across the globe to facilitate global trade, and saw a big-name backer this week as HSBC announced an investment in the company. Prime Venture Partners provided the investment, reports said. Fairjungle.

Valuation 43

Valuation Reconciliations B2B Startups 43

PYMNTS

APRIL 22, 2020

With a managed accounting service (MAS) created for startup founders and chief financial officers (CFOs), AcctTwo has rolled out service called MAS for SaaS. The company plans to hold a virtual rollout for CFOs, founders and investors on Thursday (April 23). It is years in the making.

Accounting 52

Accounting Reconciliations Leverage Startups 52

PYMNTS

JANUARY 13, 2021

billion planned acquisition of Plaid after objections stemming from a Department of Justice (DOJ) antitrust lawsuit, which said it would put Visa in a position to maintain a monopoly in the online debit card market. The goal is to short-circuit criminal activity that leverages cryptos for ill-gotten gains. Visa has opted out of its $5.3

Treasury 58

Treasury B2B Leverage Startups 58

PYMNTS

OCTOBER 6, 2020

Chargebee says its subscription platform is “used by thousands of businesses across the world, from startups to large businesses like Okta, Pret a Manger, and Envoy. Subscription businesses today have to be ready at all times to identify and leverage market opportunities rapidly.”.

Leverage 52

Leverage Startups Marketing Planning 52

PYMNTS

OCTOBER 25, 2019

Mastercard is strengthening its existing collaboration with commercial card startup Brex to fuel growth in the U.S., Brex added that it plans to develop and roll out additional products and services using Mastercard’s network. the companies announced on Thursday (Oct. “Co-creation is in our DNA.

Startups 43

Startups Leverage Technology Investments 43

Spreadym

AUGUST 10, 2023

The best financial reporting software solutions , Spreadym : an easy-to-use platform that is widely used for financial planning and analysis. Xero: Another popular cloud-based accounting software with strong financial reporting features, particularly favored by small businesses and startups.

Financial Reporting 52

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

PYMNTS

NOVEMBER 4, 2020

Other QSRs have invested in novel tools to enhance the ordering process and make it more seamless for customers. McDonald’s purchased California-based voice recognition startup Apprente last year, with plans to eventually implement the technology at its U.S. drive-thrus.

Leverage 92

Leverage Startups Technology Sales 92