Is Your Close as Efficient as it Could Be?

Closing the books – that essential monthly, quarterly, annual process that we know so well. Where days, maybe even nights and weekends, are spent...
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How AI can reduce revenue leakage for professional services

According to a recent publication from an IDC analyst, Professional service organizations seem to hit a wall on profitability that is often short of...
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Financial Services Planning Amidst Market Uncertainty

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Between forecasts, stress tests and what-if scenarios, accounting and bookkeeping demands increase during a crisis. Planning and budgeting for the...
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Success in Financial Services With Dashboards: 4 Ways to Get Started

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There’s a seachange happening in financial services. Digitalization, which has changed the game in many industries, is now transforming finance....
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5 Best Practices For Financial Services Firms to Recover Faster From COVID-19

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COVID-19 continues to impact the global economy in profound ways.  In financial services, firms need to understand the current health of their own...
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How to Plan in a Time of Unprecedented Change

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Budgeting and planning have never been more important. Whenever crises arise, it’s important to be able to react swiftly. The coronavirus threat has...
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5 Best Practices for Financial Services Firms Responding to COVID-19

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As we navigate through uncharted territory with the COVID-19 virus impacting every aspect of our personal and professional lives, we find ourselves...
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AI in Financial Services: Is it Hot or Hype?

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The topic of Artificial Intelligence (AI) and advanced analytics is pervasive. If you Google “industry trends in Financial Services,” you’ll see a...
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Digital Transformation Redefines Insurance & Financial Services

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The USD 5 Trillion global insurance market is going through a massive digital transformation that is redefining customer engagement, processes, and...
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Spreadsheet-Based Forecasting Is Not Board Worthy—Here’s Why

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Last time, I talked about the important truths hiding from CFOs who use spreadsheet-based budgets and email to collaborate. Read that article here....
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Sage Intacct Named a Leader in IDC MarketScape Report

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Global market intelligence firm IDC named Sage Intacct a Leader in the IDC MarketScape: Worldwide Cloud and SaaS ERP Accounts Receivables and...
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What Truths Are Spreadsheet and Email Budgets Hiding from the CFO?

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Previously, when I wrote about the issues of using spreadsheet-based budgets, I highlighted the risks of using spreadsheets to analyze...
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Don’t Let Your Spreadsheet-Based Budget Leave Egg on Your Face

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Do you remember your most recent budget season? Finance teams prepare at least one budget every year, and it’s always a dreadful process that...
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Three Things Finance Leaders Should Do to Stop Overspending and be more Data-Driven

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Is your business leaking cash flow from overspending?  If you don’t know the answer, then ask yourself whether your finance team has visibility into...
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