Finextra

JUNE 11, 2024

Brightwave, the AI-powered financial research assistant that generates insightful, trustworthy financial analysis on any subject, today announced $6 million in seed funding.

Research 52

Research AI Financial Analysis 52

The Finance Weekly

AUGUST 6, 2024

Leverage AI-powered forecasting and what-if analysis to enhance the decision-making process. While they have a high rating of 4.8 on G2, they are a relatively new company and have a small sample size of reviewers (60).

CRM 130

CRM Facilitators Fed Financial Analysis 130

Nanonets

JULY 25, 2023

What is financial data analysis? Gartner defines financial analysis as the process that provides “insight into the financial performance of an organization.” How is financial data analysis used in business?

Financial Analysis 52

Financial Analysis Payment APIs and Integration Assessments Automation 52

The Finance Weekly

APRIL 5, 2022

The impact of data driven financial analysis goes well beyond its traditional role of budgeting and forecasting, and has the potential to contribute greatly as a forward thinking department for real-time decision making.

Automation 130

Automation Finance Financial Analysis Procedures 130

Neopay

MAY 8, 2024

Financial Analysis Template : The FCA provides specific templates for different types of firms. Wholesale firms, including buyside, sellside, and wholesale service providers, can download the Financial Analysis Template from the FCA’s website. This template includes guidance and a glossary to assist with completion.

Regulatory Compliance 52

Regulatory Compliance Financial Analysis Compliance Best Practices 52

PYMNTS

NOVEMBER 16, 2020

That can mean linking SMBs to actionable insights and financial analysis, a function that could benefit both the SMB as well as the lender, which can obtain richer data that can, in turn, be used to underwrite future financing.

Technology 115

Technology Payment APIs and Integration Finance Small Business 115

PYMNTS

NOVEMBER 10, 2020

Corporates, too, need access to transaction data for reconciliation, confirmation of payment and their own financial analysis, opening up the door for financial service providers to develop value-added services around those workflows.

Real Time Payments 117

Real Time Payments B2B Value Added Service ISO 20022 117

Finovate

AUGUST 8, 2024

Features Offers AI-assisted document import, financial analysis, and document generation Includes extensive configuration capability to support each FI’s workflows Eliminates the need for an expensive third-party CRM Who’s it for?

Disputes 52

Disputes Credit Union Due Diligence Scams 52

The Finance Weekly

JANUARY 31, 2022

Therefore, if you have all the necessary skills and talent, but you don’t have a strong personal brand within your organization, your management and colleagues will not perceive you as a value creator and treat you as a more analytical person limited to financial analysis and reporting.

Finance 130

Finance Financial Analysis Technology Risk Management 130

The Finance Weekly

OCTOBER 13, 2021

In this way, the FC can provide high-detail, granulated financial analysis that can be used by the CFO for broader financial planning. A collaborative approach can also vastly improve risk management.

Risk Management 130

Risk Management Risk Mitigation Risk Finance 130

The Finance Weekly

JULY 19, 2022

FP&A stands for "financial planning and analysis," and is the backbone of the modern finance department. It’s the budgeting, financial forecasting, financial analysis, and decision-making that support an organization's health and strategy. What is FP&A?

CRM 240

CRM Finance Database Automation 240

Nanonets

MAY 31, 2023

The need for AI in finance In traditional finance functions, companies often rely on manual processes, extensive paperwork, and repetitive tasks to manage their financial operations. These tasks include data entry, invoice processing, and financial analysis for decision-making, operational planning, and risk management.

AI 122

AI Finance Fraud Detection Mitigation 122

Nanonets

APRIL 3, 2024

Hiring a bookkeeper may be sufficient if your business primarily needs assistance with day-to-day financial tasks such as data entry, invoicing, and reconciliations. However, if you require in-depth financial analysis, tax planning, or compliance services, you may need the expertise of an accountant. What is digital bookkeeping?

Automation 74

Automation Payment APIs and Integration Reconciliation Financial Analysis 74

The Finance Weekly

JANUARY 22, 2024

These degree programs include coursework that helps students develop analytical skills and learn financial analysis methods and software. Some companies may prefer or require candidates with a Master of Business Administration (MBA).

Finance 130

Finance Risk Management Advisors Treasury 130

The Finance Weekly

DECEMBER 30, 2021

Based on the results of a number of successful transformation programs, a likely successful digital transformation journey can be outlined by adhering to three practical steps taken by a business: Financial analysis and planning systems’ review. Education of business executives of the transformation.

Technology 130

Technology MSPS Small Business Data Security 130

PYMNTS

NOVEMBER 6, 2020

Trulioo President and CEO Steve Munford said in the release that Ramsden's "expertise in building out financial technology infrastructure and optimizing financial performance will help guide us on a continual growth trajectory.".

Verification 60

Verification Financial Inclusion Financial Analysis NOV 60

PYMNTS

DECEMBER 17, 2018

Nearly half said they recommended electronic payment rails because they support enhanced cash flow management for their clients, and ePayments provide more data for enhanced financial analysis.

ACH 63

ACH B2B Payments Cryptocurrency 63

PYMNTS

JANUARY 18, 2019

.” Mastercard has also integrated its In Control solution with Strands’ Business Financial Management , a European solution co-developed by Mastercard and Strands to provide cash flow forecasting and financial analysis to small businesses.

Visa 55

Visa Commercial Card Automation Financial Analysis 55

PYMNTS

OCTOBER 17, 2016

20% of companies told researchers that expense and cash flow management is the biggest challenge for a financial manager when it comes to T&E, according to the latest findings from Concur and Forrester Consulting.

Technology 76

Technology Remote Deposit Capture Small Business Automation 76

Nanonets

JUNE 23, 2023

By ensuring accurate balances, organizations can make more informed financial decisions and allocate resources effectively. Financial Analysis and Planning Accurate balance sheet reconciliation provides a solid foundation for financial analysis and planning.

Reconciliation 52

Reconciliation Audit Financial Analysis Adjustments 52

PYMNTS

DECEMBER 19, 2018

As far as B2B FinTech goes, much attention has been paid to empowering a range of processes, including accounts payable, expense management and financial analysis — many of which had previously been a part of the Enterprise Resource Planning (ERP) solution.

AI 68

AI Financial Analysis B2B Innovation 68

PYMNTS

OCTOBER 30, 2017

But data obtained by Reuters via Russian financial analysis tool kuap.ru The Central Bank of Russia’s bailout of Otkritie Bank, worth $7 billion, was one of the biggest bailouts in the nation’s history. 1 and Oct.

Central Bank 43

Central Bank Financial Analysis Accounts B2B 43

The Finance Weekly

JANUARY 21, 2024

However, even with these advanced ERP systems and other third-party software products, most small to large businesses still must manually use Microsoft Excel (Excel) for financial analysis, reporting, and other activities.

Finance 100

Finance Process Accounts Financial Analysis 100

Fintech Finance

MAY 21, 2024

This has been pivotal in my monthly financial analysis and budgeting, as it’s a new insight that’s shown me where we are spending too much or too little,” said Khory Lee, Controller, ASAP Heating & Air, Emburse and American Express customer.

Reconciliation 52

Reconciliation Enrollments Commercial Card Transaction Limits 52

PYMNTS

JULY 18, 2016

” According to Quiznos’ statement announcing her promotion, Lintonsmith has more than 20 years of “relevant experience” in financial analysis, strategic planning and process flow improvements.

Financial Analysis 40

Financial Analysis Innovation Process 40

Nanonets

JULY 26, 2023

Extracting relevant and accurate financial data from financial and business documents is critical for effective decision-making, financial analysis, and integrity, as well as regulatory compliance. What are the three types of financial analysis?

Automation 52

Automation AI Financial Analysis Volume 52

FloQast

JANUARY 1, 2025

As machine learning algorithms progress, they will add an extra layer of security to financial transactions, making it more challenging for fraudulent activity to slip through unnoticed. The AI will analyze historical data and external market trends to deliver precise forecasts.

AI 52

AI Accounts Audit Fraud Detection 52

Nanonets

SEPTEMBER 21, 2023

Business owners  can also utilize DCF to make budget decisions and evaluate the financial viability of projects. The Significance of DCF in Financial Analysis Discounted Cash Flow (DCF) analysis holds immense significance in financial analysis, providing a comprehensive approach to valuing investments across diverse industries.

Assessments 40

Assessments Financial Analysis Returns Mitigation 40

Fintech Finance

DECEMBER 19, 2023

Phase one encompasses seven critical business functions: Financial Planning and Analytics: Facilitating revenue and financial analysis. The newly established office in Chennai, Tamil Nadu, India, will function as a central service hub. Data and Business Intelligence: Facilitating preparation of reports and dashboards.

Cross-Border 52

Cross-Border CRM Cross-Border Payments Underwriting 52

Nanonets

APRIL 10, 2023

As a finance professional, you want to use invoice data to process payments, match invoices with purchase orders or create financial reports. Excel is a great way to perform financial analysis, manipulate data, sort and filter information, and perform complex calculations.

Automation 52

Automation Payment Reconciliation Financial Analysis Reconciliation 52

Nanonets

APRIL 4, 2023

Argus modeling is a complex financial analysis tool that allows real estate investors and lenders to forecast a property's financial performance, evaluate various investment scenarios, and identify potential risks and opportunities. This is where Argus modeling can help.

Due Diligence 52

Due Diligence Underwriting Assessments Returns 52

PYMNTS

APRIL 23, 2019

These struggles are shaping the accounting technology landscape, as well as the relationship between technology and human accountants, as the sector looks to ease the pressure of number-crunching and financial analysis from small business owners’ shoulders.

FinTech 61

FinTech Small Business Accounts Federal Reserve 61

Nanonets

JUNE 7, 2023

These tasks are activities like data entry, invoice processing, and financial analysis, which are crucial for decision-making, operational planning, and risk management. It is also time-consuming, requiring significant man-hours to reconcile accounts, generate reports, and perform financial analysis.

AI 52

AI Accounts Duplicate Automation 52

PYMNTS

MAY 13, 2019

Prioritizing data integration led Complete Controller to recently choose MoreReporting as its next product offering, a solution that integrates with QuickBooks to provide cash flow and financial analysis for users.

Accounts 61

Accounts Payment APIs and Integration Advisors Data Security 61

PYMNTS

SEPTEMBER 3, 2019

As B2B commerce technology continues to progress, Smith said there would be opportunities for more technology to step in and improve the pricing and financial analysis space for B2B companies.

B2B 60

B2B B2C Agreements Automation 60

Nanonets

MARCH 15, 2024

These tasks are activities like data entry, invoice processing, and financial analysis, which are crucial for decision-making, operational planning, and risk management. It is time-consuming, requiring long hours of work to reconcile accounts, generate reports, and perform financial analysis.

Automation 59

Automation AI Accounts Duplicate 59

Nanonets

APRIL 3, 2024

Assess Current Investments Best used for financial advisors, planners, and other professionals (or individual investors), you can feed ChatGPT fund prospectuses, holdings, and other information to analyze your current investments as a whole and optimize your portfolio and strategy.

Finance 52

Finance Use Case Fed Financial Analysis 52