E78 Partners

JUNE 26, 2025

automates time-consuming tasks like invoice reconciliation, MACD processing, dispute tracking, and chargeback reporting. Designed to be intuitive and actionable, CAP A.I. Its AI algorithms surface the highest-priority actions, so teams can reduce waste before it hits the P&L. Automated Processes That Lighten the Load CAP A.I.

Finance

CFO Thought Leader

JANUARY 29, 2025

Read More At PairSoft, Collis leverages these experiences to prioritize purposeful integration. This acquisition strengthens our capabilities in e-invoicing , a growing requirement in Europe and Latin America, as well as enterprise billing reconciliations for multinational companies.

CFO

Trade Credit & Liquidity Management

JUNE 10, 2025

A policy-driven process is necessary to prioritize contacts and determine the best approach for each customer. The Collector needs easily accessible, actionable, and up-to-date information about the customer’s open items, payments, and contact history. Everybody should be able to see where a customer stands at any time.

Invoicing

CFO Dive

JULY 10, 2025

Structured as a budget reconciliation package to bypass traditional filibuster rules, the bill consolidates policy priorities from 10 Senate committees into a single, sweeping legislative framework , according to an analysis by law firm Holland & Knight. taxes, which could deter cross border deals,” Williams said in an email.

Mergers and Acquisitions (M&A)

PYMNTS

JANUARY 8, 2021

To facilitate this transition in handling 24/7 cash flow, Whisler said TCH offers services such as intraday reconciliation. TCH currently has a few different work groups and committees that help guide its understanding and prioritizing of a limit increase, which has already been done in many countries around the world. “We

Cash Flow Forecasting

PYMNTS

NOVEMBER 12, 2020

Helping clients prioritize digitization would depend on where the company is in the journey. So moving from that directly to consumers has a pretty significant impact on the way their sales, payment, collection and reconciliation processes work,” he said. Digital Natives Versus Brick-And-Mortar.

Treasury

Future CFO

AUGUST 1, 2023

Supriya Deka: The general features of financial applications include accounting, reporting & analytics, bank reconciliation, billing & invoicing, asset management, budgeting & forecasting, financial risk management, expense tracking, and payroll management.

Invoicing

Bramasol

JULY 16, 2024

As with real world debt, Digital Debt must be constantly serviced at high costs; primarily in the form of low productivity, time-consuming data reconciliation, lack of end-to-end visibility, continuous maintenance updates, and inability to make changes. There are many indicators that your company has excessive Digital Debt.

SAP

PYMNTS

APRIL 17, 2020

Increasingly, accounting platforms are exploring how looping into business clients’ bank data can streamline data collection, reconciliation and analytics. But in a recent interview with PYMNTS, Vaccino dove into some of the unexpected ways open banking has disrupted the business financial services market for the better.

Banking

PYMNTS

JANUARY 13, 2021

To get a sense of the inefficiencies inherent in traditional collections activities, Shields said that collections departments would typically “call all their customers in the portfolio, usually only looking at the past-due amounts, which helps them prioritize and figure out who they should be calling first.”.

Accounting

PYMNTS

JULY 28, 2020

CFOs and AP teams must also keep their suppliers top of mind, as well as their ability to ingest that transaction data and accept funds to support an automated reconciliation process. The concept of promoting transaction data integration for both AP and accounts receivable (AR) teams can be a difficult one for finance chiefs to grasp.

B2B

PYMNTS

JANUARY 22, 2021

Prioritizing Data Connectivity. As such, Franco takes a diligent approach to third-party FinTech adoption, prioritizing the ability of any solution to integrate data within the back office. The focus is on real-time transactional data, and making sure we take manual processes out of reconciliation.".

Healthcare

PYMNTS

FEBRUARY 1, 2021

The company, based in Sweden, is also able to integrate into the Nordic region’s banking infrastructure to facilitate payment initiation, transaction reconciliation and onboarding with bank platforms. The firm isn’t the only company targeting SMBs with a solution to this intensifying pain point.

Finance

PYMNTS

FEBRUARY 1, 2021

As models in the front end of an organization digitize, this prioritization of data has carried over into the back office, too. But when digital channels account for half of an organization’s overall sales, the data is too valuable for treasurers to ignore. Sinha said today’s CFO should focus on how to access, interpret and monetize data.

B2B

PYMNTS

JANUARY 12, 2021

The same level of control and oversight that business managers are able to obtain when arming employees with virtual cards to spend company funds is a valuable asset in controlling procurement spend, too, while the data generated from these transactions can also strengthen efforts to automate reconciliation and analyze spend.

B2B

PYMNTS

JANUARY 20, 2021

I hope we can leverage that urgency to prioritize a lot more examples of embedded finance on the B2B side in 2021.

B2C

PYMNTS

DECEMBER 18, 2020

“PYMNTS' research confirms that firms turning to automation technologies to help with AR functions such as cash application, payment acceptance, collections, customer credit checks and reconciliation during the pandemic are finding themselves in a better position to more easily adapt to changing market dynamics,” per the new Playbook.

Treasury

PYMNTS

JULY 22, 2020

” According to Gary Schneider , vice president of sales for Infor Financial Supply Chain Management, the new collaboration works to combine DBS’s prioritization of supply chains with the cloud capabilities of Infor to help boost liquidity, which is currently a large priority for many companies.

Finance

PYMNTS

MAY 4, 2020

For both sides, the transaction data of a virtual card payment means streamlined reconciliation and reporting. ” Without automation technology to capture and integrate data on a digital invoice , neither buyer nor supplier can access the data they need for reconciliation purposes, even if the payment on that invoice is electronic.

Invoicing

E78 Partners

JANUARY 5, 2024

Maintain Open Communications: Prioritize communication between all parties, including new owners, portfolio company management, audit teams, and other third-party service providers. Perform balance sheet reconciliations monthly, review accounts receivable and payable aging, and verify accurate revenue recording.

Auditing

CFO Leadership

OCTOBER 10, 2023

Many have since advanced to intelligent process automation (IPA) — RPA amplified with artificial intelligence (AI) — to streamline and improve more complex work, from tax and compliance reporting to financial statement reconciliation.

Financial Planning and Analysis (FP&A)

The Charity CFO

OCTOBER 9, 2024

Instead, accounting software prioritizes accuracy, standardization, and regulatory compliance. Soft credits also need manual reconciliation to ensure that they are accurately reflected in donor records without affecting accounting entries. Create a monthly reconciliation process between both databases.

Accounting

PYMNTS

MARCH 1, 2018

“Spreadsheet” can be a four-letter word in corporate finance, but analysts say professionals continue to rely on the manual tool for everything from reconciliation to payroll. When looking for automated solutions, CFOs prioritize forecasting abilities as well as dashboards to display data insights.

Financial Planning and Analysis (FP&A)

PYMNTS

JANUARY 20, 2021

This is particularly beneficial as companies prioritize their payments modernization initiatives to drive optimization. They go through multiple touchpoints, and if for any reason some data is disappearing, nobody becomes aware until a few days later when it hits reconciliation or some kind of cross-checking.".

Reconciliations

E78 Partners

NOVEMBER 16, 2023

AI is advancing as a major driving force in the private equity and mid-market landscape, from being prioritized as a top tech investment to significantly impacting revenue growth and talent acquisition strategies.

Marketing

PYMNTS

DECEMBER 12, 2017

By directly integrating the virtual card solution into the Travelport Smartpoint tool, travel agents can automate hotel payments and reconciliation while enhancing payment security, said Travelport. “As It will also prioritize the use of Conferma’s pioneering secure email for communication of booking details.”.

Reconciliations

The Charity CFO

MARCH 2, 2022

And then the second type of reconciliation that we talk about, we talk about the balance sheet reconciliation. So, um, timeliness is usually the key of where all the issues are stemming from, like, why are the bank reconciliation not done on time? It’s all those reconciliations we’re talking about.

Nonprofit

Future CFO

OCTOBER 23, 2019

There is a finance team that has deployed our Digital Workers—equipped with skills corresponding to human jobs and responsibilities and are different from bots—across a myriad of functions, including FP&A, regulatory and management reporting, and account and bank reconciliations.

Finance

PYMNTS

FEBRUARY 15, 2019

Fewer organizations are prioritizing simply finding cheaper deals on goods and services, signaling the industry’s ongoing shift toward turning procurement into a revenue driver — rather than simply a way to cut costs and paper. “There is opportunity now to bring it all together and complement each other.

Education

PYMNTS

OCTOBER 9, 2019

Having access to key data surrounding a transaction is critical for both sides’ reconciliation processes, he added, which is where the collaboration with Paymode-X comes in. “For them, it’s not so much about payment timing, or the payment itself, as it is about the supporting documentation that goes with it.”.

B2B

The Finance Weekly

APRIL 27, 2022

In order to mitigate check and payment tampering risk, for example, first address delegation of responsibility issues, utilize check logs, leverage the bank’s positive pay controls, and then review account reconciliations. If formal policies are not in place, first prioritize where to start (i.e.,

Leadership

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. Without AI, employees are burdened with hours of monotonous tasks like reporting and data reconciliation. This was great for business but led to increasingly long financial reconciliation times.

Financial Planning and Analysis (FP&A)

E78 Partners

MAY 8, 2024

Incident Management: ServiceNow ITSM includes robust incident management capabilities for logging, categorizing, prioritizing, and resolving IT issues and service disruptions efficiently. Validation and Reconciliation: Once categorized, the telecom expenses are validated against predefined benchmarks or budget allocations.

Leverage

Future CFO

AUGUST 3, 2021

Companies needed to prioritize the forecast components, to figure out what was more volatile. For example, the company is now looking to automate AR and accounts reconciliation. “We So, they can create efficiencies, even though they were asked to do more.

Finance

Spreadym

JUNE 19, 2023

Categorize and prioritize your expenses to identify essential versus discretionary spending. It offers features such as cash flow forecasting, bank reconciliation, and expense tracking. Manage Accounts Receivable: Monitor your accounts receivable closely, ensuring that customers pay their invoices on time.

Cash Flow Forecasting

PYMNTS

AUGUST 12, 2016

Global citizens , those individuals who prioritize their investments in family and family experiences outside of their own, have been forced to wade through an array of expensive and hard-to-understand options to get tuition payments from one country to the U.S., It’s worth noting that CVS supports no other mobile wallet at this point.

Securities

CFO Share

MAY 22, 2024

Check the last reconciliation date for all cash and credit card accounts. Work with your accountant to prioritize the cleanup of findings from steps 2-4. Ideal categorization allows you to see revenue by product or channel and matches COGS with revenue buckets. Develop and execute a clean-up plan.

Profit and Loss