Nerd's Eye View

DECEMBER 4, 2023

Welcome to the December 2023 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!

Leadership 81

Leadership Planning Technology Numbers 81

Nerd's Eye View

FEBRUARY 19, 2024

In the wake of an AdvisorTech boom over the last decade, many advisors have all the tools they need to build truly comprehensive solutions for their clients. As software providers grow in number and their offerings expand in complexity, automation and cybersecurity will be central themes as client preferences continue to change.

Tax Planning 70

Tax Planning Technology Numbers Planning 70

Nerd's Eye View

FEBRUARY 6, 2023

Welcome to the February 2023 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!

B2B 79

B2B Planning Technology Investments 79

Nerd's Eye View

MARCH 6, 2023

Welcome to the March 2023 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!

Compliance 78

Compliance Planning Technology Finance 78

Nerd's Eye View

MAY 1, 2023

Welcome to the May 2023 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!

Advertising 73

Advertising Planning Technology Investments 73

Future CFO

MAY 2, 2024

Companies in the Asia Pacific region are looking to partially or fully align their sustainability disclosures with the European Union's Corporate Sustainability Reporting Directive (CSRD), according to an independent study by software-as-a-service company Workiva Inc.

Compliance 52

Compliance Auditing Budgeting Leverage 52

Jedox Finance

JANUARY 13, 2023

Why is it so difficult to build an operational plan that not only keeps pace with changing priorities but also adds meaningful business value? The answer is simple: most organizations use financial planning solutions that lack the adaptability, integration, and simplicity that high-performing teams need to collaborate effectively.

Planning 52

Planning Prioritization Forecasting Budgeting 52

CFO News Room

NOVEMBER 22, 2022

The power producer is seeking approval for a plan filed in May with North Carolina regulators detailing how it would cut greenhouse gas emissions. The plan could cost Duke up to $101 billion and increase bills for residential customers, the company told state regulators in May. Titone said. We’re critical infrastructure. Cooper said.

Technology 100

Technology Planning Securities Accounting 100

Bramasol

OCTOBER 28, 2022

This new episode in our ongoing series on the Digital Solutions Economy (DSE) provides an overview of how DSE is impacting the semiconductor industry. For example, the worldwide pandemic and remote work scenarios rapidly fueled even more demand for semiconductor-based solutions.

SAP 89

SAP Manufacturing Compliance Transportation 89

Centage

NOVEMBER 21, 2022

Our Business Automation solutions are extremely customizable for any SMB organization across many different industries. We do a lot of work with larger organizations that are frustrated with trying to get their tools/software set-up themselves. How does Planning Maestro help your customers? Why do you partner with Centage?

Problem Solving 98

Problem Solving Budgeting Pharmaceutical Forecasting 98

Nerd's Eye View

APRIL 3, 2023

Welcome to the April 2023 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!

Financial Planning and Analysis (FP&A) 76

Financial Planning and Analysis (FP&A) Planning Finance Technology 76

Centage

JANUARY 18, 2024

Financial planning and analysis is at the heart of strategic decision-making for businesses, and as we step into 2024, it’s crucial to align your FP&A processes with the latest trends and best practices. Building a business case for FP&A software involves getting buy-in from other stakeholders across the organization.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Leverage Risk Management 40

https://trustedcfosolutions.com/feed/

MARCH 8, 2023

By leveraging intelligent payroll software, companies can enjoy an effective method for processing timely payments, streamlining payroll cost allocation, and confidently managing employee benefits. Manual payroll methods can’t keep up with the demands of modern payroll accounting.

Accounting 65

Accounting Budgeting Compliance CFO 65

Bramasol

JUNE 30, 2023

By analyzing large volumes of data and identifying patterns and trends, AI systems offers valuable insights for market analysis, customer segmentation, demand forecasting, and strategic planning. It can predict demand, optimize inventory levels, streamline logistics routes, and identify potential bottlenecks or disruptions.

SAP 78

SAP B2B Leverage Analyzing Data 78

Centage

APRIL 4, 2023

At Centage, we’re passionate about connecting businesses with the sophisticated financial planning and budgeting tools they need to stay competitive. Sophisticated FP&A software tools like Planning Maestro enable finance teams to automate routine tasks such as manual data entry, accelerating workflows and improving forecasting.

Financial Planning and Analysis (FP&A) 98

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

Centage

JUNE 20, 2023

One such system is a modern FP&A solution. These solutions create and support a budgeting and forecasting process that is more efficient with shared ownership that reduces risk and uncertainty. A better solution? Making these quick decisions is far more challenging without on-demand access to actual data.

Budgeting 97

Budgeting Forecasting Finance Planning 97

Navigator SAP

FEBRUARY 17, 2022

Enterprise resource planning (ERP) systems are one way to keep up with ever-changing variables and to derive the insights that are critical to keep growing your business in uncertain times. Many solutions can integrate with systems used by third-party providers so you can get real-time insights into supply and demand issues.

SAP 130

SAP Invoicing Manufacturing Compliance 130

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 Budgeting Profit and Loss 98

PYMNTS

JANUARY 17, 2021

Bookkeeper360 , a FinTech working with accounting solutions, has raised $1 million in seed funding, according to a press release. The round comes with a new confidence in small- to medium-sized business (SMB) FinTech solutions, as Bookkeeper360’s total capital funding hits $2.1 million since its launch, the release stated.

B2B 75

B2B Accounting Investments Planning 75

Jedox Finance

AUGUST 2, 2022

In this blog post you get the chance to explore the intersection between the planning and technology of your organization and will see how an EPM Tech Refresh that is coming with a modern solution can help you on your digital transformation journey. The intersection of planning & technology. Table of Contents.

Financial Planning and Analysis (FP&A) 52

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

Centage

SEPTEMBER 26, 2023

Too often, the things that get broken are Excel formulas that touch many aspects of your business’ budget and financial planning. Centage’s Planning Maestro empowers finance professionals to build driver-based budgets effortlessly, eliminating the need for programming and formulas. Formula-free budgeting? No programming. No formulas.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Accounting Budgeting Finance 52

E78 Partners

MARCH 2, 2024

I have been talking to many executives regarding their imperative initiatives for 2024 and resource planning. 2024 will witness a growing demand for high-touch, fully managed TEM services that offer a high level of KPI attainment and ROI guarantees. no surprises!

Technology 52

Technology Invoicing Budgeting Education 52

Centage

AUGUST 10, 2022

Even as companies cope with the lingering impact of the pandemic, they’re also dealing with new concerns of inflation, recession, softening demand, and higher cost of capital. Better business planning. Instead, savvy organizations create a recession plan that they can call upon in times of turmoil. The answer?

Planning 98

Planning Budgeting Economics Forecasting 98

Centage

JANUARY 3, 2024

Centage’s FP&A software lets you move beyond traditional budgeting and accounting by delivering a flexible forecasting solution tailored to meet the demands of today’s business environment. Setting flexible forecasting as a goal at the beginning of the year is a solid strategic move to counterbalance this rigidity.

Forecasting 52

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

Bramasol

JULY 31, 2023

A previous episode in this blog series gave an overview of How the Digital Solutions Economy (DSE) is Impacting the Medical Device Industry. Putting All the Pieces Together Because these leasing and bundling scenarios are multi-faceted offerings, they don't fit easily into conventional standalone software approaches.

Accounting 77

Accounting SAP GAAP IFRS 77

Bramasol

JULY 22, 2023

This new update focuses on the progress of regulatory requirements and software solutions for tangible accounting and reporting of ESG, along with a look at how ESG management can help drive corporate value.

IFRS 89

IFRS Accounting SAP Compliance 89

PYMNTS

NOVEMBER 17, 2020

Amsterdam-based Adyen said it plans to incorporate Affirm’s buy-now, pay-later (BNPL) installment plan technology into its payments platform. Merchants that embrace installment payment plans, in turn, can “rapidly accelerate their own sales,” Martincevic said. In a partnership unveiled on Thursday (Nov.

Retail 97

Retail eCommerce Planning Technology 97

The Finance Weekly

DECEMBER 5, 2023

As 2024 approaches, CFOs need to assess their 2023 achievements and plan for the coming year. Exploring the Key Priorities for CFOs in 2024 Global political instability, encompassing war, superpower tensions, and internal turmoil, adds complexity to planning for 2024. Despite the persistent list of priorities, it changes over time.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

Bramasol

FEBRUARY 13, 2023

This new episode in our ongoing series on the Digital Solutions Economy (DSE) provides an overview of how DSE is impacting the Software as a Service (SaaS) industry. Today, SaaS is a multi-billion dollar industry, the fastest growing business model, and is a major driver of innovation in the software industry. dollars by 2023.

SAP 79

SAP Compliance Leverage Accounting Standards 79

Centage

NOVEMBER 16, 2022

Income statement: A business can’t operate or plan for the future if owners don’t know the current financial status. By using the most up-to-date technology, FP&A software enables companies to access the information they need without having to input data manually.

Financial Reporting 98

Financial Reporting Financial Planning and Analysis (FP&A) Leverage Forecasting 98

PYMNTS

JULY 16, 2020

said Thursday (July 16) it has acquired Routematch, a software company that collaborates with more than 500 transit systems worldwide. TechCrunch.com reported the acquisition signals Uber’s push to become a Software-as-a-Service (SaaS) provider to public transit agencies. Uber Technologies Inc.

Transportation 67

Transportation Technology Planning Investments 67

PYMNTS

JANUARY 26, 2021

Add “lobby and visitor management” to the list of tech industries that have seen a spike in demand as companies contend with an ever-changing list of COVID-19-era requirements needed to safely and swiftly move people and packages in and out of their businesses. Before [COVID], the iLobby solution was good-to-have.

Compliance 116

Compliance Auditing Manufacturing Planning 116

Centage

SEPTEMBER 5, 2023

Sophisticated FP&A software tools like Planning Maestro enable finance teams to automate routine tasks such as manual data entry, accelerating workflows and improving forecasting. Additionally, businesses should evaluate regional market specifics, historic sales data, and demand fluctuations throughout the months and years.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 98

CFO Talks

JULY 31, 2023

Our CFO has got this new shiny toy, this new software. We’ve had no training. .” You need the person behind it who’s motivated to add value in the business,” says Deonanan. So, whilst there is job loss, there’s also creation at the same time.

CFO 98

CFO Accounting Technology Numbers 98

PYMNTS

SEPTEMBER 24, 2020

the Massachusetts-based accounts payable (AP) automation software provider, announced a $50 million Series D investment round and the purchase of two companies Thursday (Sept. Founded in 2008, Inspyrus provides AP automation software solution to large mid-market and enterprise customers. MineralTree Inc.,

Accounts Payable 67

Accounts Payable B2B Invoicing CFO 67

The Finance Weekly

JUNE 22, 2022

The increase in startups (who don’t have the funding or the need for a full time CFO) combined with the fallout from the pandemic, has created a huge increase in demand. To top it all off, the current market downturn and continued inflation is putting additional strains on companies’ forecasting and planning efforts.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Marketing CFO Startups 105

CFO Plans

JULY 30, 2020

By Casey Gillam – Sales Manager at CFO Plans Inc. Greg has incredible business acumen and his companies have successfully helped hundreds of thousands of companies grow with the right software for their needs. Accounts Receivable. Compliance.

Accounts Payable 52

Accounts Payable CFO Leadership Compliance 52