The Finance Weekly

DECEMBER 22, 2022

Therefore, while we won't pay attention to what is or isn't happening to Excel (or Google Sheets), we can predict some CFO tech trends in 2023. On the other hand, Babczenko, PwC's finance consulting leader in the US, predicts a trend towards larger platform investments rather than point solutions. “We

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Prioritization 98

Jedox Finance

MARCH 15, 2023

As they become larger, more complex, more diverse, and increasingly global, sales organizations must aspire to scalability, predictability, and transparency to achieve transformational sales growth amid strengthening economic headwinds. Only 14% said sales performance management was “somewhat important” or “not important.”

Sales 52

Sales Forecasting Planning Investments 52

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Planning 82

Planning Compliance Technology Startups 82

Future CFO

JANUARY 22, 2024

Real-time Data Insights The advent of cloud-based accounting solutions has turned real-time financial data availability into a reality for businesses of all sizes. Modern accounting software integrates seamlessly with diverse financial systems, automating tasks such as data entry, bank reconciliation, and invoice processing.

Accounting 52

Accounting Reconciliations Financial Analysis Financial Data 52

Future CFO

APRIL 24, 2024

Meanwhile, process mining capabilities provide deeper insights into daily finance operations to drive workflow improvements. Cross-platform Integration One of the biggest challenges finance teams face is navigating across various software platforms.

SAP 52

SAP Finance Invoicing CFO 52

The Finance Weekly

AUGUST 27, 2023

Planful has a great AI feature called Planful Predict and it is a big selling point in 2023. Datarails was the first complete FP&A solution to announce an AI chatbot-like feature (called FP&A Genius), while Planful followed with an AI feature of their own (Planful Predict) that helps predict accurate budgets and forecasts.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

SEPTEMBER 25, 2023

By processing, summarising, and extracting vital information from vast financial documents, such as annual reports and financial statements, generative AI equips CFOs with invaluable insights for more efficient analysis and decision-making. With generative AI, finance operations can reach new heights of efficiency and strategic prowess.

Economics 52

Economics Finance Marketing Sales 52

CFO Thought Leader

OCTOBER 29, 2023

This episode features insights and commentary from three finance leaders: CFO Michael Linford of Affirm, CFO Ana Chadwick of Pitney Bose, and CFO Jason Leet of Zylo. This episode features insights and commentary from three finance leaders: CFO Michael Linford of Affirm, CFO Ana Chadwick of Pitney Bose, and CFO Jason Leet of Zylo.

Planning 52

Planning CFO Performance Measuring Leadership 52

Centage

AUGUST 16, 2023

Greater Reporting Insights Accurate, real-time information feeds into informed decision-making. More predictive data to help the company make decisions. Add to that the powerful, real-time insights an automated solution offers, and companies also lessen the chances of making a wrong move at a critical time. The result?

Budgeting 98

Budgeting Forecasting Strategic Planning Planning 98

CFO Talks

JANUARY 30, 2023

Global research from PwC shows that nearly 40% of CFOs plan to use automation to streamline transactional processes and enable strategic, actionable insights. They want to support the business with strategic insights about how it can maximise growth opportunities and reduce financial risks.

Finance 52

Finance CFO Accounts Payable Forecasting 52

PYMNTS

DECEMBER 28, 2020

The firm says that it continues to build out its “one-stop-shop platform” and grows its activities from 15 to 20 European nations with the transactions, according to a Wednesday (Dec. Unifiedpost Group says it aims to become the top cloud-based platform for SMB companies developed on payments, identity and documents. 23) announcement.

B2B 111

B2B eCommerce Banking 111

Jedox Finance

FEBRUARY 22, 2023

The Jedox platform 2023.1 release provides adaptable and integrated tools for global organizations to more easily communicate key insights that drive confident decision-making. Ultimately, the team is valued as a business partner for being predictive rather than reactive. Highlights included in the 2023.1

Budgeting 52

Budgeting Forecasting Communication Finance 52

CFO News Room

NOVEMBER 22, 2022

based Duke will use Amazon Web Services to run applications that predict electricity needs on its power grid, and where and how the grid should be updated to meet those needs. The Morning Download delivers daily insights and news on business technology from the CIO Journal team. cloud platform and. Charlotte, N.C.-based

Technology 100

Technology Planning Securities Accounting 100

Future CFO

JANUARY 16, 2024

To be prepared, CFOs must keep in mind of the following for better business travel cost management : Utilising new technology CFOs are increasingly leaning on sophisticated travel management systems that offer not just data but insights. The use of predictive analytics and data visualisation tools is also on the rise, in this arena.

Cost Management 52

Cost Management Budgeting Compliance Education 52

PYMNTS

OCTOBER 6, 2020

To that end, Monit said last week that it is rolling out its mobile finance platform to help give smaller firms more visibility into cash flow management. In an interview with PYMNTS, Steve Dow , Monit’s co-founder and CEO, said that the platform model addressed pain points specific to smaller firms. “In Delving Into PPP Loans.

Leverage 118

Leverage Banking Finance Sales 118

PYMNTS

DECEMBER 16, 2020

. “$20,000 is undoubtedly a momentous milestone for bitcoin,” said Yoni Assia , CEO and co-founder of online investment platform eToro. “We A Citibank senior analyst predicted that bitcoin could reach $318,000 by December 2021 in a report written for Citibank’s institutional clients. What’s up looking ahead?

Investments 137

Investments Retail Marketing 137

Future CFO

AUGUST 21, 2023

As a profession we have made significant progress over the years leveraging technology to streamline how we manage historical data and more recently, leveraging analytics on predicting outcomes. Second, data and insights belong to their creator. IBM clients’ data is their data, and their insights are their insights.

Finance 98

Finance Compliance Data Analysis Leverage 98

Centage

OCTOBER 17, 2022

Set the past as your baseline to predict the future. Test the impact of proposed scenarios and gain immediate insight into how your assumptions may affect your finances. Use these insights to make necessary changes to spending so cash flow remains strong even during periods of slow sales.

Strategic Planning 98

Strategic Planning Planning Cash Flow Forecasting Budgeting 98

CFO News Room

NOVEMBER 11, 2022

The algorithm predicts how many bowls and boxes of each type of container each partner will need over the next seven days, which then automatically generates an operations order in Vytal’s system. Vytal’s initial platform technology offered only the ability to check-in and check-out food containers through QR-code scanning.

Transportation 100

Transportation Leverage Forecasting Planning 100

Jedox Finance

MARCH 7, 2023

Tapping into the Jedox platform and its endless integration capabilities, Jedox created a ChatGPT integration model to show how finance, sales, HR, marketing, supply chain, and environmental, social, and governance (ESG) teams can experiment with generative AI in their integrated business planning (IBP) processes. What is ChatGPT?

Planning 52

Planning Concentration Forecasting Finance 52

PYMNTS

SEPTEMBER 15, 2020

To help those who own small companies with greater power over their finances, Monit is rolling out its mobile finance platform on Tuesday (Sept. The predictive intelligence firm says it harnesses “patent-pending” forecasting infrastructure brought together in an instinctive mobile package, according to an announcement.

Cash Flow Forecasting 56

Cash Flow Forecasting Forecasting Finance Numbers 56

PYMNTS

DECEMBER 14, 2020

Managing financial data across a vast array of platforms, including accounts payable, accounts receivable, accounting and ERP systems, creates a challenging environment in which to understand cash positions and forecast cash inflows and outflows. Many Moving Parts. Cash In, Cash Out. Optimizing Payments.

Accounts Payable 123

Accounts Payable Cash Flow Forecasting Prioritization Invoicing 123

Centage

JUNE 28, 2023

The more adept finance professionals are, the more insight forecasts can be for senior leaders and strategic decision makers. Automation can create standardization, predictability and reliability within finance departments. As a result, forecasts must be as accurate as possible to mitigate risk to an organization.

Forecasting 98

Forecasting Financial Planning and Analysis (FP&A) Cash Flow Forecasting Finance 98

Future CFO

NOVEMBER 15, 2023

Collaboration and Communication CFOs should invest in collaboration platforms that allow multiple stakeholders to work on spreadsheets simultaneously while maintaining data security and version control. Encourage teams to leverage spreadsheets for analysing historical data, identifying trends, and making informed predictions.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52

The Finance Weekly

FEBRUARY 21, 2024

AI-Driven Insights and IT Relief One of the most compelling features of Datarails Connect is its AI capabilities, which automate and optimize financial data analysis. This AI integration not only offers real-time insights and predictive analytics but does so within the Excel spreadsheets that finance professionals are already using.

Finance 40

Finance Benchmarking Data Analysis Leverage 40

PYMNTS

OCTOBER 16, 2020

McDonald’s use of these technologies demonstrates just a few of the ways in which restaurants are leveraging the data at their disposal to gain greater customer insights. AI and ML tools, by leveraging a robust assortment of predictive analytics, can go a long way toward helping QSRs achieve these goals. QSRs Leverage AI.

Leverage 109

Leverage Data Analysis Sales Securities 109

Future CFO

MARCH 2, 2023

Autonomous finance: Three predictions through 2028 To help FP&A and controllership leaders plan out this future, Gartner said it has three predictions for the impact of autonomous technology in finance through 2028. Today’s A&BI platforms are shifting emphasis from the analyst as a consumer to the decision maker as a consumer.”

Financial Planning and Analysis (FP&A) 52

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

Bramasol

MAY 31, 2023

The depth and quality of in-person discussions at Sapphire was informative, insightful and inspiring as new initiatives and ongoing trends gave shape to many specific SAP solutions as well as the overall future of the SAP ecosystem. Below are four key trends that stood out as important areas to watch going forward.

SAP 78

SAP Compliance Transportation Leverage 78

PYMNTS

NOVEMBER 2, 2020

Surecomp , which works in global trade finance solutions for banks, has announced financial crime solution ThetaRay as the newest partner for its Marketplace platform, according to a press release. Suplari Rolls Out New Tools For Spending Insights, Predictions. Surecomp Integrates ThetaRay To Reduce Financial Crime.

B2B 59

B2B eCommerce Budgeting Finance 59

Future CFO

DECEMBER 8, 2022

Turning to technology to extract valuable insights that may exist within domain expertise and sharing that wider across the organisation will really help organisations to thrive in the economy today,” he concluded. Given all the emerging technologies that continue to evolve, what is your prediction and guidance for finance in 2023?

Finance 98

Finance CFO Forecasting Leadership 98

CFO Talks

JUNE 6, 2022

From their beginnings as historians of financial data and past performance, they evolved into real-time analysts, and visionaries with predictive technologies at their fingertips. AI and machine learning are helping their human colleagues, CFOs included, to predict, project, and plan for the future.

CFO 52

CFO Financial Data Technology Planning 52

Centage

NOVEMBER 9, 2021

To better manage this large budget item, it’s important to capture detailed insight to guide more strategic and thoughtful decisions. Data Driven Insights Are Key to Strategic Workforce Planning and Forecasting Detailed workforce plans are built on data driven insights, fueled by a wide array of datasets.

Planning 93

Planning Financial Planning and Analysis (FP&A) Budgeting Forecasting 93

Centage

OCTOBER 11, 2022

To better manage this large budget item, it’s important to capture detailed insight to guide more strategic and thoughtful decisions. Data Driven Insights Are Key to Strategic Workforce Planning and Forecasting Detailed workforce plans are built on data driven insights, fueled by a wide array of datasets.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 98

PYMNTS

JUNE 8, 2020

CEO John Munro told PYMNTS that Chargeback will use the money partly to continue automating the company’s business process across different payments platforms. When retailers see chargeback fraud or when they want to contest that chargeback, we need to integrate into all relevant platforms.

Retail 57

Retail eCommerce Technology Investments 57

Future CFO

NOVEMBER 15, 2021

It can be of value if you can extract insights out of it and based on that, relate it to your clients and make better business decisions. We are dealing with so much data and the challenge is to create the space to generate insights. How can we use data to gain insights or predictions in such a situation?”

Accounting 96

Accounting Sales Auditing Securities 96

Centage

SEPTEMBER 20, 2022

In the long run, an FP&A process with collaborative planning results in deeper insights and more accurate, effective forecasting. AI-based platforms mean that individuals throughout the company can access accurate, up-to-the-minute data without leaving home.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Forecasting Budgeting Planning 98

PYMNTS

APRIL 28, 2020

The indirect spend management company also rebranded its products and technology platform to better show its capabilities throughout sourcing, procurement, spend analytics and data enrichment, according to an announcement.

Finance 54

Finance Investments Technology Marketing 54