Jedox Finance

NOVEMBER 15, 2024

Excel has been a cornerstone of financial planning for decades. Many businesses, ranging from small startups to companies with billions in revenue, have used Excel to effectively manage their operations.

Financial Planning and Analysis (FP&A) 52

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

Navigator SAP

MAY 10, 2024

Startups and growing businesses often are exhilarating places to work, but they aren’t where you go for more free time. Historically, automating financial management requires a large infrastructure project that entails overhauling a company’s backend processes with a giant enterprise resource planning solution (ERP).

SAP 278

SAP Startups Planning 278

Nerd's Eye View

OCTOBER 29, 2024

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

Leverage 97

Leverage Planning Compliance Startups 97

CFO Selections

NOVEMBER 4, 2024

According to recent data , 90% of startups fail every year, but the remaining 10% offer the potential to shape how we live our lives and transform the communities around us in significant ways. Having a well-thought-out financial plan is often the difference between having a venture that ends in disappointment and one that soars.

Planning 52

Planning Startups Budgeting 52

CFO News

MAY 19, 2025

Additionally, the Bank will offer support such as expert guidance, and conduct workshops around financial management including banking basics, equity infusion, Employee Stock Ownership Plan (Esops), segment-based funding etc.

Startups 40

Startups Banking Planning 40

Navigator SAP

MARCH 18, 2022

Startups at the growth stage need financial tools, controls, and resource planning as their products evolve from idea to IPO. Challenges, risks and dynamic changes arise along the way as the company’s products and services follow the steps that transform a product concept into marketable merchandise.

Startups 233

Startups Planning Marketing 233

Navigator SAP

FEBRUARY 2, 2024

Some startups grow over time. Enterprise resource planning solutions (ERP) are the backbone of most businesses today, and for obvious reasons. Others move fast and chase the unicorn status of a $1 billion valuation like sustainable shoe manufacturer, Rothy’s. For slow-growth businesses, there are many options for backend IT systems.

Valuation 260

Valuation Manufacturing Startups Planning 260

PYMNTS

OCTOBER 21, 2020

Swedish peer-to-peer (P2P) lending startup Lendify has secured $115 million in funding from Insight Investment, according to a Bloomberg report on Wednesday (Oct. Lendify said the latest funding round will help the company advance its European expansion plans. Last year Insight Investment supported the digital lender with a 1.5

Startups 103

Startups Profit and Loss Investments Banking 103

PYMNTS

DECEMBER 11, 2020

Twitter has acquired Squad, a Silicon Valley startup that gives people the ability to hang out virtually with friends on other apps, Squad announced in a blog post and Twitter tweeted on Friday (Dec. The EU is working on a European Democracy Action Plan and the Digital Services Act.

Startups 117

Startups Planning Technology 117

PYMNTS

JUNE 26, 2020

Some startups focused on data aggregation to expand underwriting capabilities, while others operate platforms to facilitate financing. But it was a startup wielding the corporate card to enable digital lunch vouchers for employees that landed the largest round of the week.

B2B 115

B2B Startups Finance Accounts Payable 115

CFO News

APRIL 22, 2025

A new report indicates that AI is significantly changing India's job market, with over 74% of employers planning to hire freshers for AI-related roles in early 2025. E-commerce, tech startups, manufacturing, and engineering sectors also show strong hiring intent. Bangalore, Mumbai, and Chennai are key employment hubs.

Planning 40

Planning Manufacturing Startups Securities 40

CFO Thought Leader

FEBRUARY 5, 2025

Early in his career, Lior Maza chose to immerse himself in smaller, venture-backed startups rather than large enterprisesa move that exposed him to a range of responsibilities, from fundraising and recruiting to crisis management. With more than 15,000 customers in 17 countries, Prioritys global footprint continues to expand.

Leadership 99

Leadership CFO Finance Startups 99

PYMNTS

SEPTEMBER 29, 2020

PayMongo plans to use the new funding to speed up introducing new features and products, and to keep building its product, design and engineering teams, the press release says. million — one of the largest amounts for a Philippines tech startup. With the new funding, PayMongo now has a total value of $15 million.

Startups 120

Startups Economics Retail Planning 120

CFO Plans

MAY 19, 2025

Building a Financial Blueprint for Business Success Your journey begins with a well-constructed financial plan. This detailed plan not only helps in securing funding but also acts as a guiding star for daily decision-making, ensuring your startup remains on a steady financial course. Ready to elevate your business?

Budgeting 52

Budgeting Startups CFO Finance 52

Navigator SAP

JUNE 24, 2022

Today, life sciences firms need the power and features of industry-standard enterprise resource planning software such as SAP Business ByDesign. Then there is the pace of the life sciences industry today, and a host of startup firms looking to disrupt. Data is siloed, hard to update, and time-consuming to store or use.

Pharmaceutical 246

Pharmaceutical SAP Manufacturing Compliance 246

Global Finance

JUNE 9, 2025

” Of the 600 financial services professionals surveyed, 98% of managers say that their organizations plan to increase AI infrastructure spending this year. Bancolombia Ventures partners with startups, focusing on topics such as fintech, climate-related technology, and cybersecurity.

Finance 92

Finance Startups Banking Technology 92

PYMNTS

NOVEMBER 13, 2020

Silicon Valley’s Ripple , a blockchain payments startup, has filed a trademark with the U.S. Earlier last month, Ripple announced plans to introduce a loan product that would enable its users to tap XRP digital currency for cross-border payments. Since its founding in 2012, Ripple has received funding totaling $293.8

Startups 102

Startups Currencies B2B Securities 102

Global Finance

JUNE 9, 2025

Financial Services Company Labs (Working With External Startups and Scaleups) Many FIs host labs nurturing outside startups. Since its inception, the lab has worked with more than 100 startups, helping them integrate their products into banking use cases. Wenov’s WeLab experiments with emerging technologies.

Startups 52

Startups Banking Compliance Investments 52

CFO Plans

APRIL 28, 2025

As a tech startup founder, you’ve just steered through the turbulent waters of tax season. Heres how to turn the calm after tax season into a launchpad for enhancing your startups financial health. Craft a comprehensive financial plan that integrates cash flow management, investment strategies, and risk mitigation.

Startups 52

Startups CFO Planning Finance 52

PYMNTS

JANUARY 18, 2021

The company is planning to launch a test pilot and send drones to deliver multiple orders at government-approved landing zones in Israel — such as designated parking spots. In separate news, Yariv Bash, CEO and co-founder of drone delivery startup Flytrex, said in an interview with PYMNTS that delivery is going to be the next “killer” app.

Planning 104

Planning Transportation Startups Technology 104

PYMNTS

NOVEMBER 12, 2020

Built on the back of Regulation Crowdfunding under the Jumpstart Our Business Startups (JOBS) Act, Miventure operates as a funding portal to connect SMBs with unaccredited investors, a relatively new paradigm for SMBs used to turning to traditional banks or venture capitalists to back their companies.

Startups 92

Startups Banking Finance Forecasting 92

CFO News

JUNE 5, 2025

Netgear has acquired Bengaluru-based cybersecurity startup Exium to enhance integrated services for managed service providers. The networking solutions company plans to hire over 100 engineers and expand in India, while also using AI and cloud technologies to automate network security and boost SME scaling and productivity.

Startups 40

Startups Securities Planning Technology 40

CFO News Room

NOVEMBER 23, 2022

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings. Self-directed plans, meanwhile, offer more ability to tailor a plan’s features to an individual’s needs.

Planning 130

Planning Mergers and Acquisitions (M&A) Accounting Investments 130

Nerd's Eye View

MAY 5, 2025

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Charles Schwab has taken a minority stake in estate planning platform Wealth.com as it seeks to offer estate document preparation to its retail investor clients – which on the one hand gives Schwab a value-add that could keep (..)

Planning 69

Planning Technology Startups Retail 69

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology 130

Technology Planning Investments Leverage 130

PYMNTS

NOVEMBER 24, 2020

Record sales following a massive staff reduction prompted point-of-sale (POS) restaurant technology (ResTech) startup Toast to hold a share purchase offering on an $8 billion valuation. Ahead of the secondary offer, Toast advised stakeholders it was planning to offer to 800,000 shares totaling roughly $60 million, the sources said. .

Startups 92

Startups Valuation Sales Planning 92

CFO Plans

MARCH 2, 2025

In today’s fast-paced tech landscape, startups and innovative companies are constantly challenged by a whirlwind of change and uncertainty. This is where agile financial planning comes into playit’s not just a buzzword but a cornerstone for success in dynamic business finance.

Technology 52

Technology Budgeting Startups CFO 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. Your budget is a roadmap of your business’s financial goals and how you plan to reach them. What Is Financial Forecasting?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

Capital CFO LLC

OCTOBER 30, 2024

Picture this: Sarah’s startup was gaining traction but struggling to manage growth and needed to find an outsourced solution for business growth. Many startups and growing businesses face a similar dilemma. This is not an isolated case.

Startups 52

Startups CFO Planning Finance 52

The CFO College

AUGUST 31, 2021

Startups tend to operate on shaky ground. 90% of startups will fail - period. As an accountant or bookkeeper, you can help prevent startups from going under or losing profitability. The key is understanding a startup's challenges and providing solutions to facilitate company growth. startups need you. The truth is.

Startups 81

Startups Accounting General Ledger Forecasting 81

CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. By understanding the return on investment, companies can ensure that their financial planning aligns with their growth objectives.

CFO 52

CFO Cost Management Leverage Planning 52

PYMNTS

JANUARY 25, 2021

Hamburger said Quevos plans to use Lubetsky’s roughly $400,000 investment to hire more staff, including someone to develop more retail distribution. A Five-Year Plan . Hamburger and Schreier recently figured they’d sell the company after putting in about five more years. That’s something I've always wanted to do,” Hamburger said.

Startups 116

Startups Investments Retail Forecasting 116

CFO Plans

FEBRUARY 17, 2025

In the whirlwind world of tech startups and fast-growing businesses, navigating rapid expansion can feel like sailing through a storm. Learn how CFO Plans can help you monitor these vital signs. Sustainable growth strategies ensure that every step forward is backed by careful planning and financial stability.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Profit and Loss Startups 52

Nerd's Eye View

NOVEMBER 23, 2022

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings.

Planning 98

Planning Investments Startups Accounting 98

CFA Institute

MAY 19, 2025

Higgins, CFA, CFP, serves as a senior vice president for IFA Institutional where he specializes in providing advisory services to institutional plans, such as endowments, foundations, pension plans, defined contribution plans, and various corporate plans. Higgins is the author of Investing in U.S.

Leadership 52

Leadership Investments Forecasting Leverage 52

Centage

AUGUST 29, 2022

Along with being agile and able to pivot on a dime, these businesses have the ability to make decisions and act on them with confidence, and that means mastering the art of scenario planning. Read on to learn about the importance of evaluating business assumptions and discover the top variables affecting scenario planning.

Planning 98

Planning Forecasting Profit and Loss Budgeting 98

CFO Plans

SEPTEMBER 24, 2024

In the dynamic world of startups, every decision holds the potential to either propel your business forward or set it back. Enter affordable virtual CFO services—a game-changer that offers scalable financial strategies tailored specifically for startups. Get expert cash flow management advice to secure your startup’s future.

Startups 52

Startups CFO Financial Analysis Risk Management 52