The Finance Weekly

JANUARY 22, 2024

Manage cash flow and plan for financial needs. Supervise and offer suggestions for the financial department. Assist with risk management, audits, and research. Identify investment and financial planning opportunities. Communicate with clients, investors, company leaders, and stakeholders.

Risk Management 130

Risk Management Finance Advisors Treasury 130

Finovate

AUGUST 8, 2024

FinTech Insights FinTech Insights is an AI-powered competitive analysis platform for banks and fintechs. By analyzing digital banking offerings, FinTech Insights enables faster UX research, product releases, and innovation.

Disputes 52

Disputes Credit Union Due Diligence Scams 52

PYMNTS

DECEMBER 17, 2018

Bill.com researchers found that other digital B2B payment rails are on the rise, too, including 3 percent of respondents who said they are using virtual cards more often than they did last year to pay their bills. Still, the research does reflect changing attitudes of corporate bill payments as electronic rails gain traction.

ACH 63

ACH B2B Payments Cryptocurrency 63

PYMNTS

OCTOBER 17, 2016

But according to researchers, SMEs have yet to implement the appropriate technologies and protocols to handle a cyberattack, despite the fact that the majority of businesses surveyed said they had already been victim to at least one attack.

Technology 76

Technology Remote Deposit Capture Small Business Automation 76

The Finance Weekly

DECEMBER 30, 2021

Conduct a general assessment of risks and opportunities, including an analysis of the cost and impact of not moving forward. Research potential partners, including software providers, MSPs, consultants, and others, assessing their reputations, financial soundness, and track records.

Technology 130

Technology MSPS Small Business Data Security 130

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

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.” Financial data analytics also helps create budgets, plan expenses, conduct competitor research, and establish effective management mechanisms.

Financial Analysis 52

Financial Analysis Payment APIs and Integration Assessments Automation 52

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

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

The Finance Weekly

JANUARY 21, 2024

spoke to 20 finance teams for research on this article. 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. These processes vary.

Finance 100

Finance Process Accounts Financial Analysis 100

Fintech Labs Insights

NOVEMBER 23, 2015

PRUDENA launched its online stock market research marketplace last week, helping retail investors and independent financial advisors access the same kind of quantified stock market research that institutional money managers have used for years. PRUDENA is available for free and by subscription.

Research 15

Research Advisors Financial Analysis Economy 15

Nanonets

SEPTEMBER 20, 2024

From financial reports and research papers, to resumes and invoices, these documents can contain complex tables with a wealth of structured data that needs to be quickly and accurately extracted. This enables quick compilation of financial metrics for analysis, forecasting, and regulatory reporting.

Rules 135

Rules Process AI Origination 135

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

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

Nanonets

MARCH 30, 2023

According to Straits Research , the worldwide market for Intelligent Document Processing (IDP) was valued at USD 1,035.81 Improved Accuracy A 2008 research paper analyzed the occurrence of human errors in data processing. This can help to automate the process of financial analysis and also to reduce the risk of errors and inaccuracies.

Process 52

Process Automation Compliance Volume 52

Nanonets

AUGUST 22, 2023

Finance and Banking: Financial institutions deal with vast amounts of data, including transaction records, account balances, investment portfolios, and risk assessments. Excel automation can streamline financial analysis, reporting, budgeting, and regulatory compliance processes.

Automation 52

Automation Process Volume Consulting 52

Nanonets

APRIL 30, 2024

For example, financial reports, invoices, research articles, and forms might all be in PDF format but have very different layouts. Due Diligence: Automating the extraction of data from corporate documents, regulatory filings, and financial statements to conduct due diligence during mergers, acquisitions, or investment transactions.

AI 52

AI Due Diligence Automation Use Case 52

Nanonets

MARCH 4, 2024

Business expense categories are a systematic classification of costs incurred during the operation of a business, designed to organize and track financial outflows for purposes such as tax preparation, budgeting, and financial analysis. Research and Development : Costs associated with developing new products or services.

IRS 52

IRS Online and Mobile Banking Credit Cards Automation 52

Nanonets

APRIL 29, 2024

Human errors are not uncommon, and the time spent rectifying these mistakes could be better utilized for strategic financial analysis and decision-making.   In addition to the factors mentioned above, it's crucial to conduct due diligence and thorough research into various software options.

Reconciliation 52

Reconciliation Payment APIs and Integration Audit Regulatory Compliance 52

Nanonets

FEBRUARY 13, 2024

Research and Development (R&D) : For businesses focused on innovation, expenses related to research and product development are critical for future growth and competitiveness. Track Expenses The cornerstone of solid financial management is the meticulous tracking of every penny that flows in and out of your business.

IRS 52

IRS Automation Adjustments Audit 52

Nanonets

SEPTEMBER 23, 2024

AI-powered bank statement extraction AI-powered tools are paving the way for financial analysis across all industries. Bank statement analysis can done by leveraging machine learning (ML) and artificial intelligence (AI) to automate and enhance the extraction and interpretation of financial data.

Payment APIs and Integration 52

Payment APIs and Integration AI Audit Non-Bank 52

EBizCharge

JULY 17, 2024

Other categories may include selling expenses, research and development costs, and direct production expenses, each distinctly different from G&A. Understanding the difference between G&A and SG&A allows for more accurate financial analysis and better cost-control strategies.

Product 52

Product Adjustments Assessments Legal 52

EBizCharge

JUNE 26, 2024

Operational costs are broader than production costs, including administrative expenses, sales and marketing, research and development, and other overheads. Understanding these costs is critical for pricing, budgeting, and financial analysis. Controlling operational costs is crucial for maintaining profitability.

Accounts 52

Accounts Product Best Practices Process 52

Nanonets

FEBRUARY 8, 2024

Management reporting, cash flow forecasting, and financial analysis modules give you a better look at how you’re actually doing and advise you on how to move forward. Take your time, conduct your research, and find the add-on combination that serves your business.

Payroll 52

Payroll Payment APIs and Integration Online and Mobile Banking Credit Cards 52

Nanonets

FEBRUARY 6, 2024

According to a Dimensional Research survey, 43% of intercompany professionals felt their books were at risk of an SEC investigation, and 38% responded that they could potentially incur tax penalties. The time saved can be better utilized to delve deeper into financial analysis and to enhance strategic financial planning initiatives.

Reconciliation 52

Reconciliation Adjustments Automation Transactions 52

Nanonets

JUNE 18, 2024

45 Business Expense Categories for Businesses & Startups Business expense categories are a systematic classification of costs incurred during the operation of a business, designed to organize and track financial outflows for purposes such as tax preparation, budgeting, and financial analysis.

Automation 52

Automation Process IRS Compliance 52

Nanonets

FEBRUARY 14, 2024

Similarly, a retail business that uses separate GL codes for inventory purchases and sales is able to accurately calculate the cost of goods sold (COGS), a critical figure for both financial analysis and tax calculations. Simplify Tax Preparation and Maximize Deductions : Utilizing GL Codes makes tax time less daunting.

Transactions 52

Transactions Audit Accounts Automation 52

Nanonets

NOVEMBER 19, 2023

Accurate financial records: Consistent invoice settlement allows for accurate documentation of all transactions. This aids in better financial analysis and reporting, ensuring all payments, credits, and debits are recorded correctly. These can lead to increased workload, reduced cash flow, and strained vendor relationships.

Settlement 52

Settlement Disputes Payment APIs and Integration Accounts 52

Nanonets

FEBRUARY 28, 2024

This meticulous document serves as the foundation for a company's financial statements, categorizing and recording each transaction. Through this rigorous organization, it provides an essential snapshot, offering a comprehensive view of the company's financial health and facilitating detailed financial analysis and reporting.

Automation 52

Automation Payment APIs and Integration Accounts Transactions 52

Nanonets

SEPTEMBER 23, 2023

It is an important metric in cash-flow management and financial analysis, providing valuable insights into a company's overall financial health and efficiency in  managing accounts payable. A high DPO can also strain vendor relationships and result in missed supplier discounts.

Accounts 40

Accounts Automation Process Payments 40

Fintech Labs Insights

AUGUST 22, 2024

Europe 2022 (London): Dreams: Financial wellbeing platform focusing on behavioral changes, expanding across Europe with significant user engagement. Finshape: Provides AI-driven financial analysis tools, gaining reputation for accuracy and usability, expanding client base.

Online and Mobile Banking 15

Online and Mobile Banking Acquirers Payment APIs and Integration AI 15

CB Insights

FEBRUARY 28, 2019

He offers an investment philosophy grounded not in complicated financial analysis, but often in common sense-based evaluations of what a particular company is worth. The post 24 Lessons From Warren Buffett’s Annual Letters To Shareholders appeared first on CB Insights Research. 1977 : [link]. 1978 : [link].

Returns 78

Returns Acquirers Risk Product 78

The Finance Weekly

DECEMBER 2, 2024

We spoke to 20 finance teams for research on this article. 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. These processes vary.

Finance 130

Finance Process Accounts Financial Analysis 130