Leading Agile

FEBRUARY 5, 2024

Today, we’re exploring what it looks like to transform the way your company finances itself in a new, agile world. But you can’t just wave a magic wand and expect the finance team to forget everything they know and start trusting that you’ll deliver what you say you’re going to deliver based on just a wink and a handshake.

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Insight Software

MARCH 28, 2025

Therefore, the finance team plays a critical role similar to the human heart by planning, managing, analysing, and allocating the organisation’s cash to various departments to ensure efficient and smooth functioning and achieve organisational goals. Finance is the heart, and cash is the blood.

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Analysts Corner

FEBRUARY 23, 2023

Some of the most common applications of business analytics include market research, financial analysis, supply chain management, and customer relationship management. Data analysts may work in a variety of industries, including healthcare, finance, and marketing.

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Data Pine

MARCH 20, 2019

Financial analysis and reporting are one of the bedrocks of modern business. While you may already know that financial reporting is important (mainly because it’s a legal requirement in most countries), you may not understand its untapped power and potential. Exclusive Bonus Content: Your cheat sheet on reporting in finance!

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Astera

NOVEMBER 1, 2023

The role of data warehousing in finance is indispensable. It serves as the foundation of modern finance operations and enables data-driven analysis and efficient processes to enhance customer service and investment strategies. Data-driven Finance with Astera Download Now Who Can Benefit from a Finance Data Warehouse?

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Training ByteSize

JANUARY 27, 2021

In this first blog and video we look specifically at the purpose of project financing and the structuring of it through a special purpose vehicle, or SPV. Maurice Diamond is a Fellow of the Chartered Institute of Public Finance and Accountancy with extensive UK and international PFI and PPP experience. Project Financing.

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Finance Procurement Government Banking 52

Insight Software

JUNE 25, 2021

Revolutionary as these tools have been in the world of finance, there’s room for improvement. Enter insightsoftware, a leading provider of financial reporting and enterprise performance management software. We’re reinventing the speed and simplicity in which finance teams get their work done.”. ERP Smarts.

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Argon Digital

JULY 25, 2023

Advancements in technology, particularly in Artificial Intelligence (AI) and Machine Learning (ML), have made it feasible to automate various finance-related tasks. This allows finance professionals to focus on value-added activities such as strategic decision-making and financial analysis.

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Phocas

SEPTEMBER 17, 2020

Data analytics can be applied to financial analysis in a wide variety of ways such as developing company goals and objectives, creating financial policy, evaluating economic trends, and more.

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Insight Software

MARCH 19, 2021

Although packages like MRI and Yardi do an excellent job managing rent rolls, marketing, operations, and financial data, they fall short when it comes to most budgeting, planning, and forecasting tasks. Planning and budgeting tools in these systems tend to be far too rigid for most finance professionals.

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Finance Planning Agile Financial Analysis 98

Adaptive US

OCTOBER 13, 2023

Are you ready to take your financial analysis skills to the next level?

Financial Analysis 52

Financial Analysis Finance 52

Data Pine

FEBRUARY 18, 2020

In this article, we will present the basic definition of financial graphs, explain why you need them, and answer the most basic of questions: what graphs to include in financial analysis? That’s why financial charts and graphs need to be created with the utmost care and attention.

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Domo

JULY 29, 2024

NetSuite brings robust ERP capabilities, but the business also needed tools for comprehensive financial analysis. Walker Edison integrated Domo’s reporting capabilities into NetSuite’s master planning system—and transformed its financial reporting, taking the company from reactive reports to proactive insights.

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Astera

OCTOBER 29, 2024

It’s particularly valuable in industries that deal with high document volumes and where accuracy and context are critical, such as finance, legal, and healthcare. Suppose your organization needs to process a large number of invoices to extract key information for financial analysis and reporting.

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Insight Software

MAY 27, 2022

Synapse services serve the purpose of merging data integration, warehousing, and big data analysis together with the goal of gaining a unified experience to ingest, prepare, manage, and serve data for business intelligence needs. Finance and supply chain management users contend with massive amounts of data.

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Insight Software

FEBRUARY 25, 2021

For a growing number of accounting professionals, storytelling is emerging as a powerful communication tool within the financial planning and analysis (FP&A) process. The Strategic Role of Finance. To do that, leaders in finance and accounting must increase their capacity to communicate effectively.

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Insight Software

DECEMBER 10, 2020

Chris Ortega has gone out of his way to share his knowledge and expertise in the field of finance and accounting with others, becoming a thought leader and being recognized in his field as a top voice in accounting worldwide. I lead all U S , Canada, Latin America, and South America operations in accounting and finance.

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Data Pine

AUGUST 12, 2020

Visual financial business report example. This first example focuses on one of the most important and data-driven department of any company: finance. All your financial analysis can be integrated into a single visual.

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Retail Visualization Data Visualization Finance 119

Data Pine

JUNE 29, 2022

It details the sources and uses of cash in relation to a business’s operations, investments, and financing. These are just 3 of the main types of accounting statements that businesses use for their daily financial operations. The more accurate the records, the better the financial analysis or projection.

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Visualization Data Visualization Finance Financial Analysis 80

Insight Software

OCTOBER 3, 2023

Differentiate treatment between operating leases and finance leases. Create new sublease payment schedules and tables for monitoring financial receivables. Evaluating the financial impact and feasibility of sales and lease-back transactions can be complex. Monitor accounts and flows for recording accounting entries.

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Insight Software

JULY 13, 2022

Generally, a qualified financing event is a material event for most startups in their early stage. Qualified financing involves selling common shares, equity or convertible debt to institutions or independent investors. However, a material event isn’t only limited to financing. Approaching a merger, acquisition, or IPO.

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Finance Financial Analysis Planning Documentation 52

Astera

MAY 13, 2024

This aggregation type is preferable to conduct trend or pattern analysis over time. Temporal aggregation is extensively utilized in time-series modeling, financial analysis, and economic forecasting. These platforms support complex data aggregation and analysis tasks across finance, operations, and marketing.

Supply Chain 52

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Data Pine

FEBRUARY 14, 2021

Especially when it comes to cost optimization, there should be not much room for ignoring the financial analysis as it can cause serious damages to the bottom line. These metrics are essential if you want to know how much cash you need to finance ongoing operations and how much profit you can make based on your inventory.

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Data Pine

JULY 1, 2020

To demonstrate the potential of ad hoc analysis, let’s delve deeper into the practical applications of this invaluable data-driven initiative in the business world. Ad hoc financial analysis: An additional ad hoc reporting example can be focused on finance.

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Retail Healthcare Visualization Business Intelligence 104

Astera

APRIL 13, 2023

It provides a systematic way to collect and analyze large amounts of data from multiple sources, such as marketing, sales, finance databases, and web analytics. In the digital age, a data warehouse plays a crucial role in businesses across several industries.

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Monday

APRIL 1, 2021

Spreadsheet software — such as Microsoft Excel — helps companies to organize, track, analyze, and present data across multiple areas of operations, from accounting and finance, to budgeting and project management. Sure, you can work out of an Excel file or a Google spreadsheet if you’re using it for financial analysis or data pivoting.

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Project Management Visualization Documentation Financial Analysis 52

Domo

JULY 18, 2024

Finance leaders using NetSuite often encounter challenges optimizing their reporting and analytics capabilities. While NetSuite is a robust and essential enterprise resource planning (ERP) system, its built-in reporting can sometimes lack the flexibility required for dynamic financial analysis. That’s where Domo comes in.

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Finance Financial Analysis Planning 52

Analysts Corner

FEBRUARY 25, 2025

One of the most important aspects of due diligence is financial analysis. Typically, the acquiring company receives financial reports from the target company, often in CSV format, along with a Non-Disclosure Agreement (NDA). In many cases, the finance team converts these CSV files into Google Sheets to facilitate collaboration.

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E-Commerce Data Warehouse Finance Documentation 130

Insight Software

MARCH 31, 2025

The complexity of managing leases, tracking compliance with accounting standards, and ensuring accurate financial reporting creates a major headache for finance teams. With seamless data exchange, businesses can maintain consistency and accuracy in their financial systems, improving efficiency and reducing the risk of errors.

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Insight Software

JANUARY 14, 2025

From recessions to booms and everything between, the finance landscape has changed immensely since the turn of the century. Artificial Intelligence The benefits of AI, such as accounting support, anomaly detection, and financial analysis are undeniable. This trend is unlikely to fade, making streamlined solutions a necessity.

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Insight Software

APRIL 5, 2021

Financial models offer data-driven, quantitative analysis that tells you where your company stands and where it’s heading. As a finance professional, you’ll need different types of financial analysis and modeling for different situations. What Is Financial Modeling? Building a Financial Model.

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IBM cost IBM Support Planning Financial Analysis 98

Insight Software

FEBRUARY 15, 2024

2024 is set to be a fascinating year in the finance space with advancements that help organizations continue to do more with stretched resources and continued staffing shortages. And it can’t come a moment too soon–nearly three-quarters of finance decision-makers (70%) feel pressure from market factors like inflation and economic disruption.

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Finance IBM Maintenance IBM Support Cybersecurity 52

Insight Software

AUGUST 20, 2024

Designed to seamlessly integrate with Microsoft Dynamics 365 Business Central (BC), NAV, and GP, Jet Reports empowers finance professionals to build reports and dashboards without needing IT support. Jet Reports has been a trusted Microsoft Partner for over 20 years, proving itself as a leader in financial reporting tools.

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IBM Support IBM Maintenance Finance IBM cost 52

Insight Software

JULY 15, 2021

Consider a typical financial analysis process. An analyst, usually part of the finance team, collects needed information for the process. In many situations, that may include information from the ERP system such as historical sales data, marketing expenses, and the cost of goods sold. A Better Way Forward for Scenario Modeling.

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IBM Maintenance IBM cost Supply Chain IBM Support 98

Insight Software

DECEMBER 30, 2021

A financial plan should not merely delineate expected revenue and expenses–it must be made with a view to the balance sheet as well. Will existing sources of financing hold steady as the year unfolds? How much investment in fixed assets will be required? What are the expected net cash flows? Sales forecasts are one such example.

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Planning IBM Support IBM cost Supply Chain 98

Insight Software

DECEMBER 11, 2023

Your finance and accounting teams need a stress-free and streamlined year-end close for your business. You need to eliminate manual data dumps and reduce reporting cycles by enabling both finance and business users to build refreshable reports using easy-to-configure, pre-built templates, or by creating a custom report in minutes.

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IBM Maintenance IBM cost Finance IBM Support 52

Insight Software

AUGUST 27, 2024

Automate Processes Today, finance teams must be agile and responsive to changes in market conditions, customer preferences, and internal factors. This means instant visibility into your financial performance – no more guessing, no more delays. It’s time to cut ties with time-consuming manual processes.

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