Financial Services

Business Process Management and Automation

The Strategic Advantage Of Proactive NetSuite Maintenance for O2C Optimization

In an interview with NetSuite Architect Aradhana Sahdev, the article highlights that to address friction points in the Order-to-Cash cycle, organizations should adopt a proactive 'Momentum of Business' approach to ERP maintenance, focusing on continuous improvement and alignment with business objectives to enhance financial predictability and data accuracy.

Analytics and AI

A New Approach to Banking with EY Digital Marketplace

Edward Sander and Jon Stevenson discuss how traditional banks can modernize operations and compete in the digital age by leveraging the EY Nexus Digital Marketplace and the EY-MoneyLion Alliance to overcome legacy systems and enhance customer engagement.

Analytics and AI

Sage Launches Suite of AI-Powered ERP tools for SMBs

Sage launched a suite of AI-powered ERP tools at its event in Barcelona, enhancing capabilities for small- and medium-sized businesses with upgrades to Sage X3 and the upcoming Finance Intelligence Agent, underscoring the importance of AI in efficient tax and accounting operations.

ERP Strategy and Planning

Identifying and Resolving Friction Points in the NetSuite O2C Cycle

The Order-to-Cash (O2C) process is crucial for business revenue and customer satisfaction, but can be hindered by inefficiencies in inter-departmental handoffs and data inconsistencies, which can be mitigated through enhanced workflows, proactive monitoring, and strict data governance in NetSuite.

Analytics and AI

Zuora Unveils New Tools to Tackle the AI Pricing Puzzle

The AI boom is prompting organizations to revamp their pricing strategies, with Zuora's new monetization platform offering tools to manage dynamic service value, enhance customer visibility, and support scalability amidst unpredictable consumption patterns.

ERP Strategy and Planning

The Trust Dividend

Nine months after winning the 2024 ERP Today Award, Kyriba is cracking the enterprise code.

Analytics and AI

Finance on Autopilot

Why the dream of self-driving ERP is finally shifting from a buzzword to a boardroom reality.

Cloud Platform and Technology

The CFO’s New Caddie

How LPGA is teeing up a future-ready finance team with Sage.

ERP Strategy and Planning

ERP’s Ticking Clock

Karthik Chakkarapani, SVP, Corporate Operations and CIO of the monetization platform Zuora warns of the perils of waiting for a complete ERP rollout.

Analytics and AI

The Quantum Gambit

Sage CPO Walid Abu Hadba on navigating the agentic AI revolution, empowering SMBs to outmaneuver the giants, and why the real quantum threat isn’t what you think.

ERP Strategy and Planning

Reimagining Finance: Derek Kudsee on Coda’s AI-Powered Future

Derek Kudsee, the new Managing Director of Unit4 Financials by Coda, aims to modernize the finance function through agentic AI and a dynamic system of intelligence while maintaining the platform's core stability that has served enterprise customers for decades.

ERP Strategy and Planning

Building a Scalable Revenue Engine with NetSuite ARM

The implementation of the NetSuite ARM module relies heavily on the integrity of upstream data, effective change management, and a scalable configuration approach to ensure accurate revenue recognition and operational efficiency.

Analytics and AI

Unit4 Appoints Tech Veteran Derek Kudsee to Lead Financials Division

Unit4 has appointed Derek Kudsee, a tech veteran with over 25 years of experience, as Managing Director of its Financials by Coda division, aiming to enhance the Coda platform with AI-driven capabilities and transform finance teams' roles while ensuring stability for existing clients.

Digital Commerce

How Workday and Zuora Are Fueling Finance’s Future

Businesses are transitioning to recurring and usage-based revenue models to foster growth, but this poses significant operational challenges for finance departments using legacy ERP systems; to address these issues, Workday and Zuora have partnered to create a dual-platform strategy that combines a stable ERP with an agile monetization engine, streamlining complex transaction management and enhancing operational efficiency.

Financial Management

Mastering NetSuite ARM For Financial Accuracy and Compliance

The NetSuite Advanced Revenue Management module automates revenue recognition for businesses with complex revenue streams, enhancing financial accuracy and transparency, but its successful implementation requires careful planning and expert partners to avoid common pitfalls.

Business Process Management and Automation

Zuora and Workday Deepen Partnership to Tackle Complex Revenue Management

Zuora and Workday have expanded their partnership to integrate Zuora's monetization platform with Workday Financial Management, aiming to streamline financial processes for B2C companies managing complex billing models, enhance accuracy, and promote strategic financial decision-making.

Modular Cloud Transformation and Composable ERP

ERP Strategy and Planning

Enabling A Composable ERP Revolution With Zuora’s Modular Cloud Transformation

The shift from monolithic ERP systems to composable architectures enables businesses to integrate specialized applications via APIs, enhancing agility and functionality while mitigating risks associated with digital transformations.

Cloud Platform and Technology

The EY Digital Marketplace Platform: A Customer-Centric Approach to Community Banking

As traditional community banking gives way to national brands and FinTech competitors, banks must rapidly adopt digital strategies to meet evolving consumer demands for personalized, seamless services while enhancing operational resilience against cyber threats and regulatory pressures.

Analytics and AI

Sage Delivers Next Wave of AI-Powered Finance Tools

Sage has introduced AI-driven enhancements in Sage Intacct, including intelligent reconciliation, embedded payments, and sustainability reporting, aimed at helping finance teams improve speed, automation, and operational efficiency.

Citizen developer AP Automation with Native Apps

Business Process Management and Automation

Native vs. Third-Party Apps: Why Where Your Data Lives Matters

Organizations automating their Accounts Payable processes in NetSuite must choose between native SuiteApps like SquareWorks and third-party solutions, as the former offers superior security, scalability, and data integrity, particularly when leveraging AI-powered features like OCR for enhanced automation.

Business Process Management and Automation

Beyond the Inbox: The Human Side of AP Automation

Rahul Jairaj from CloudPaths highlights that manual processes in Accounts Payable create a burdensome flood of emails that drains team morale and efficiency, and advocates for AP automation using NetSuite to shift focus from low-value tasks to strategic work, though successful implementation hinges on effective change management.

Analytics and AI

Sage Deepens its SMB Automation Strategy With AI Expense Firm Fyle’s Acquisition

Sage has acquired Fyle, an AI-driven expense management platform, to enhance its SMB technology stack by integrating intelligent automation into finance workflows, ultimately transforming tedious processes into seamless, data-driven functions.

Security

Why Microsoft’s D365 License Enforcement Is Exposing a Deeper ERP Crisis

Microsoft Dynamics 365 users in Finance, Supply Chain, and Commerce must urgently address access governance before stricter licensing rules take effect on November 1, 2025, as many organizations have uncovered significant security vulnerabilities and excessive user permissions amidst new compliance pressures.

Analytics and AI

How Modern ERP Is Finally Delivering On The Promise Of AI

Unit4's recent advancements in AI, including the launch of their Advanced Virtual Agent, Ava, and features like Invoice Data Capture, aim to streamline ERP workflows, improve accuracy, and reduce processing time, ultimately transforming financial processes into clear narratives while enhancing collaboration and decision-making in service-based organizations.

ERP Strategy and Planning

How Smart ERP Connectivity Optimizes Your Working Capital

Working capital optimization is essential for businesses amid economic volatility, with strategies such as supply chain finance and dynamic discounting, enhanced by ERP systems, enabling financial professionals to improve cash flow and make proactive, data-driven decisions.

Vonage and SAP expand collaboration for AI-driven enterprise experiences

Data and Data Management

Genworth Financial Case Study

Discover Genworth Financial's transformative journey in our latest case study, which details a significant upgrade to its operational reporting system. This comprehensive document showcases how Genworth, a leader in mortgage and long-term care insurance, successfully migrated 250 reports from Oracle Discoverer to Orbit Reporting and Analytics.

Analytics and AI

ERP Today Live!: The Evolving Role of AI in Finance Automation

In a conversation with ERP Today's Radhika Ojha, Walid Abu-Hadba from Sage discusses the company's innovative approach to product development, emphasizing their cloud-native strategies, AI's impact on finance automation, and customer-focused design during the Sage Future conference in Atlanta.

Analytics and AI

Sage Unveils Vision for “Agentic AI Era” to Modernize SMB Operations for CFOs

At the Sage Future conference in Atlanta, the company unveiled its strategic direction towards Agentic AI, enhancing CFOs' capabilities and SMB productivity through autonomous AI solutions, while emphasizing trust, transparency, and partnerships to ensure accurate, context-aware, and secure AI deployment.

ERP Strategy and Planning

Sage Unveils High-Performance Finance Software Misson at Sage Future

Modern CFOs are transforming from financial stewards to strategic leaders amidst a significant role expansion, as revealed by Sage's High-Performance Finance Software initiative aimed at equipping them with AI solutions, executive training, and collaborative networks.

ERP Strategy and Planning

Sage Looks at the Future with Supply Chain Intelligence Solution and LPGA Collaboration

Sage has launched its Supply Chain Intelligence solution to enhance visibility and automation in supply chain management for SMBs, while also announcing a partnership with the LPGA to support women's sports and financial transformation.

Application Development and Integration

How Advanced Data Integration Bridges ERP Systems with Modern Analytics

ERP systems protect vital financial data essential for FP&A teams, but integration into modern analytics platforms like Databricks and Snowflake faces challenges due to a lack of connectors, the need for a unified data view across various systems, and the necessity for real-time data access, prompting the emergence of solutions like CData to streamline this integration while enhancing operational efficiency, data utility, and security.