financial automation

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Published By: Financial Force     Published Date: Dec 09, 2011
FinancialForce Professional Services Automation (PSA) is a cloud based services solution.
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Financial Force
Published By: Financial Force     Published Date: Dec 01, 2017
This IDC Vendor Profile describes FinancialForce.com, a cloud applications company with financial management, ordering and billing, human capital management (HCM), professional services automation (PSA), and supply chain management (SCM) solutions built on the Salesforce1 platform and a 36-year heritage of building financial management solutions at UNIT4 (the former Agresso and CODA products). FinancialForce.com's accounting solution, launched in 2008 as CODA 2go, was the first on - demand financial system built entirely on the Salesforce1 Platform. Backed by Technology Crossover Ventures, Advent International, Salesforce Ventures, and UNIT4, FinancialForce.com's applications continue to be the leading finance and professional services solutions available as native Salesforce1 applications on the AppExchange.
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Financial Force
Published By: Adobe     Published Date: Apr 23, 2018
Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives’ opinions on: – General trends in retail banking, investment banking, and insurance – Internal structures their companies are using to execute digital transformation – The biggest threats/disruptions in the industry – The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just on customer retention) – Main sources of sales and leads (digital + mobile are steadily increasing sources) – Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics) – Use of the cloud and AI to automate analysis and marketing – The importance of multichannel personalization – Innovation in the types/formats of products/services provided (leaders are focusing on i
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Adobe
Published By: Juniper APAC DWA Cloud Leads July 2017     Published Date: Aug 10, 2017
OpenLab provides an environment and set of resources where customers representing telecommunications, education, government, financial services, and virtually every other vertical market can explore new technologies, all in the spirit of network transformation. By examining SDN/network automation solutions such Network Functions Virtualization (NFV), software-defined WAN (SD-WAN), and others, OpenLab offers a platform for developing and delivering new network-integrated functionality that serves the greater need.
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technology efficiency, cloud storage services, mobile devices, applications, online collaboration tools, client services, data encryption, remote access, workflow integration
    
Juniper APAC DWA Cloud Leads July 2017
Published By: CA Technologies_Business_Automation     Published Date: Jun 29, 2018
CA Technologies automation solutions help organizations increase business productivity by simplifying the management of complex workloads and empowering development teams with self-service tools that accelerate the development and delivery of new and enhanced applications. CA Technologies commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study and examine the potential return on investment (ROI) that enterprises may realize from automation. The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of CA on their organizations. To better understand the benefits, costs, and risks associated with CA workload automation (WLA) solutions, Forrester interviewed an existing customer with years of experience using CA. The organization that Forrester interviewed manufactures consumer electronics that it sells through retailers around the globe. Download this whitepaper to find out more.
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CA Technologies_Business_Automation
Published By: CA Technologies_Business_Automation     Published Date: Jun 29, 2018
You’ve made a major investment in Oracle E-Business Suite applications to run your critical enterprise processes. But these processes stretch beyond Oracle E-Business Suite and rely on a mix of custom and packaged applications. Management of your critical enterprise processes has become a pressing challenge. Too many staff are tied up in managing the process, as well as finding and diagnosing process errors. SLAs are frequently missed, and customers perceive poor quality of service due to the recurring errors and delays, which are now impacting your critical processes, such as financial period end close, invoicing, payroll and materials requirements planning (MRP) processing. You’ve decided it’s time to consider automation. Automating Oracle E-Business Suite processes end-to-end can eliminate 90% of business process errors. Download this whitepaper to find out how.
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CA Technologies_Business_Automation
Published By: FinancialForce     Published Date: Dec 01, 2017
FinancialForce Professional Services Automation (PSA) is a cloud based services solution. Our Services Resource Planning (SRP) is an end to end solution for professional services organizations encompassing sales, accounting, billing and more.
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FinancialForce
Published By: FinancialForce     Published Date: Dec 01, 2017
This IDC Vendor Profile describes FinancialForce.com, a cloud applications company with financial management, ordering and billing, human capital management (HCM), professional services automation (PSA), and supply chain management (SCM) solutions built on the Salesforce1 platform and a 36-year heritage of building financial management solutions at UNIT4 (the former Agresso and CODA products). FinancialForce.com's accounting solution, launched in 2008 as CODA 2go, was the first on - demand financial system built entirely on the Salesforce1 Platform. Backed by Technology Crossover Ventures, Advent International, Salesforce Ventures, and UNIT4, FinancialForce.com's applications continue to be the leading finance and professional services solutions available as native Salesforce1 applications on the AppExchange.
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FinancialForce
Published By: Hitachi Vantara     Published Date: Aug 16, 2018
In this infographic, we are going to show you the possibilities with modernized, optimized data infrastructure. In doing so, we aim to bring you ideas about how you can bring your own data-driven business vision to life, focusing on the outcomes that matter most to you. In essence, we will be discussing five main industries and the possibilities for modernized data infrastructure. We will be displaying how Banking and Financial Services, Telecommunications, Manufacturing, Healthcare and Retail can use data, analytics and automation to optimize their business, therefore bringing about a competitive edge which previously appeared unimaginable. Using data correctly, most importantly building proper data infrastructures, can be the driving force behind obtaining a competitive edge. Data is your story. And it’s our story, too.
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Hitachi Vantara
Published By: Kaseya     Published Date: May 13, 2015
To get the most out of their computer automation initiatives, financial institutions must take a step back, assess their current IT environments, adjust as needed and make important decisions regarding the future of their IT infrastructures.
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kaseya, hybrid, cloud, management, msp, mobile, big data, finance
    
Kaseya
Published By: Fiserv     Published Date: Nov 06, 2017
The right kind of insurtech can modernize the financial close, freeing up time, money and resources so businesses can focus on strategic efforts and specific customer needs. Reconciliation of transactions and accounts across large organizations is one area where automation and digitization can have a major impact on the balance sheet. In the article, Not Ready for Insurtech? Here’s Proven Automation You Can Use Now!, learn how one of the top ten major insurance carriers has used digitization for the past decade to streamline their reconciliation efforts - saving time and money - while increasing their bottom line.
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insurtech, financial automation, financial close, insurance reconciliation, insurance bottom line, insurance automation, digitization, digitalization
    
Fiserv
Published By: Sage     Published Date: Nov 02, 2017
These are the end times for traditional enterprise resource planning (ERP) solutions. Overstatement? Not really—especially for growing businesses like yours. Old-school ERP systems are simply too slow, complex, and inflexible to keep up with today’s business climate. Think about your existing ERP. Does it support industry-specific best practices, ever-changing regulatory requirements, and emerging technologies such as social media, mobile, cloud, and analytics? If not, you could risk losing ground to your competitors as a result.
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workflow software, performance indecator, monitor and analyse performance, enterprise resource planning, financial management services, business transformation, competitive/swot analysis, small business accounting, audits, account reconciliation, accounting automation, accounting audits, financial systems, contract lifecycle management, business intelligence, business analytics
    
Sage
Published By: Sage     Published Date: Nov 02, 2017
Did you ever wonder what enterprise resource planning or ERP is and how it can help your business? Or perhaps you know a little about ERP but you’re not sure if you should opt for an on-premise or cloud solution and what to expect from your final choice. Don’t worry. If you’re a business owner, manager or director in a mid-sized or growing business and you’re confused about ERP, this guide will help you.
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workflow software, performance indecator, monitor and analyse performance, enterprise resource planning, financial management services, business transformation, competitive/swot analysis, small business accounting, audits, account reconciliation, accounting automation, accounting audits, financial systems, contract lifecycle management, business intelligence, business analytics
    
Sage
Published By: Sage     Published Date: Nov 02, 2017
Forrester Consulting provides independent and objective research-based consulting to help leaders succeed in their organizations. Ranging in scope from a short strategy session to custom projects, Forrester’s Consulting services connect you directly with research analysts who apply expert insight to your specific business challenges. For more information, visit forrester.com/consulting.
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workflow software, performance indecator, monitor and analyse performance, enterprise resource planning, financial management services, business transformation, competitive/swot analysis, small business accounting, audits, account reconciliation, accounting automation, accounting audits, financial systems, contract lifecycle management, business intelligence, business analytics
    
Sage
Published By: CA WA     Published Date: May 12, 2008
Although typically thought of as an artifact of legacy computing, batch processes remain vital to today’s real-time enterprises. Behind the real time systems that power the real time enterprise, such as customer order fulfillment, account management, supply chain scheduling and optimization, or financial trading systems, are regularly-updated back office business systems. Over the years, batch technology has evolved from script-based automation to rules or policy-driven workload automation.
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bpa, business process automation, soa, service oriented, workload automation, ca wa
    
CA WA
Published By: Fiserv     Published Date: Mar 02, 2018
According to the report, Benchmarking the Accounting Function 2015, only 56% of companies currently use automation to reconcile accounts. While many finance leaders want to change the process of reconciliation, the task can seem overwhelming. However, developing a plan does not have to be complicated or time-consuming – and the benefits far outweigh the risks. A smooth, stress-free financial close adds qualitative value to the company by freeing employees to focus on strategic initiatives and ways to grow business. A CFO’s Guide to Transforming the Financial Close shares how to build a center of excellence to streamline reconciliation so you can align objectives to overall business goals. Leading-edge automation tools can stop the madness of shuffling papers, sorting emails and searching spreadsheets, turning the reconciliation process from a cost center to a value-add for the company.
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automating financial close, streamlining reconciliation, data integrity, single version of truth, reconciliation process
    
Fiserv
Published By: Fiserv     Published Date: Mar 13, 2018
The right kind of insurtech can modernize the financial close, freeing up time, money and resources so businesses can focus on strategic efforts and specific customer needs. Reconciliation of transactions and accounts across large organizations is one area where automation and digitization can have a major impact on the balance sheet. In the article, Not Ready for Insurtech? Here’s Proven Automation You Can Use Now!, learn how one of the top ten major insurance carriers has used digitization for the past decade to streamline their reconciliation efforts - saving time and money - while increasing their bottom line.
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insurtech, financial automation, financial close, insurance reconciliation, insurance bottom line, insurance automation, digitization, digitalization
    
Fiserv
Published By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
One of the most common things we hear when we speak to companies about improving their financial close process through automation is “But I already have an ERP system.” It’s true that an ERP goes a long way towards helping manage some of the financial close process. However, there is still a great deal of work that is taken outside of the ERP each period end and managed manually.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
Published By: Trintech EMEA ABM Pilot     Published Date: Nov 03, 2017
The primary objective of any financial transformation project is to achieve process improvements by improving the quality, effectiveness and efficiency of financial information, ultimately enhancing shareholder value. Take the example of the close process. It would be incredibly simple to shorten the process by adding more people, however, is this an efficient way to reduce the number of days to close? On the right, the Hackett Group displays that best in class companies actually can be seen closing in fewer days, with greater automation and significant lower audit fees, emphasizing the idea that you really can do more with less.
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account reconciliation, accounting automation, finance shared services, finance transformation program, finance transformation strategy, financial close, financial close process, reconciliation software, adjusting journal entries, recuing journal entries
    
Trintech EMEA ABM Pilot
Published By: Ipswitch     Published Date: Dec 01, 2014
The third largest US-based provider of inter-bank transaction services offers a Financial Services case study illustrating the automation of over 1,100 tasks by MOVEit Core and MOVEit Central for managing financial transactions. MOVEit File Transfer to manage file transfers to client banks, regulators, and other financial institutions. Companion product MOVEit Central to automate file-based business processes.
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ipswitch, lendingtools, streamlines, file trasnfer, flexibility, moveit, transfer scripts, streamlined solution, audit trail, transfer security, automation
    
Ipswitch
Published By: iCompass Technologies     Published Date: Feb 06, 2015
You know every tax dollar counts: The post-recession drop in funding coupled with mounting financial commitments and legislative demands for improved access to information leave no choice but to make operations more efficient. Agenda automation software eliminates manual tasks associated with creating, distributing, and publishing agendas, reduces the prep time (by as much as 50% or more) and associated costs of meetings while introducing a flexibility that makes tight deadlines easier to manage. The impact is far reaching, from improved transparency to freeing up staff time to work on other priorities. It not only pays for itself in paper savings, it brings money back into the budget—from $300 to $1000 per meeting, depending on the size of the organization. Learn more about how easy it can be to automate your meeting agendas, and what you can get back as a result.
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agenda management, meeting management, meeting management software, records management, records management software, paperless document management, local government transparency, agenda automation, local government software, municipal government software, city government software, e-government software, digital governing, agenda automation software, citizen engagement software, government transparency initiatives, granicus, iqm2, agenda pal, novus agenda
    
iCompass Technologies
Published By: Intacct Corporation     Published Date: Jan 02, 2014
If you need better reporting, more automation, tighter internal controls, and greater visibility into your operations, it may be time to switch to a new accounting system. If you're like most small businesses, you've been using QuickBooks to manage your company's financials. It's well known. It's easy. It works. And it offers the functionality a business needs when it's starting out. But if your business has moved beyond the entry level, you may find you're doing more outside of QuickBooks—which is affecting your organization's productivity. If you need better reporting, more automation, tighter internal controls, and greater visibility into your operations, it may be time to switch to a new accounting system. How can you be sure? Discover why now's the time to graduate to a new financial management and accounting system.
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quickbooks, new accounting system, small business, company financials, financial management, accounting system, cloud computing, automation
    
Intacct Corporation
Published By: Intacct Corporation     Published Date: Jan 02, 2014
Is your accounting software holding you back? Maybe it's time to trade in your aging infrastructure and embrace a new generation of cloud-based financial systems that streamline your processes, improve productivity, and generate greater insights and visibility. As you embark on a challenging evaluation cycle, download our free and concise eBook: "Best Practices for Choosing the Right Accounting Software: Achieving Best-in-Class Financial Management."
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accounting, accounting software, cloud-based financial systems, financial management, accounting software, automation, lower costs, technical and operational requirements
    
Intacct Corporation
Published By: Intacct Corporation     Published Date: Oct 02, 2015
Like it or not, the accounting function is in the news distribution business. The demand for financial performance information is high and the pressure for more timely information is even higher. A fast close improves the timeliness of information, aids decision making and is a value-enhancing proposition for the business. To continue adding value, the CFO and controller must find ways to speed up their financial close processes and report financial results before they become old news. Download this white paper and learn the "7 Steps to a Faster, Better Close" including how to: • Identify the hidden traps and pitfalls bogging down your accounting processes • Drive process improvement and collaboration within your organization • Gain visibility and timely access to critical financial and operational information through application integration • Utilize modern accounting technology to accelerate your close with automation
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Intacct Corporation
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