Financial Services

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.

Analytics and AI

Digital Labor, Real Trust: Salesforce Launches Agentforce to Reinvent Front-Office Financial Services

Salesforce's upcoming Agentforce for Financial Services introduces AI agents designed to alleviate the administrative tasks of financial professionals, enhancing client engagement and compliance amid workforce shortages and rising customer expectations.

Analytics and AI

Sage 50’s AI-Powered Copilot to Boost UK SMB Efficiency

Sage has integrated AI into its Sage 50 platform to better serve UK small and mid-sized businesses, enhancing financial operations with features like faster reporting, automated data extraction, and improved security, while emphasizing the importance of technology for operational success.

Cloud Platform and Technology

EY and SAP Launch Integrated Finance Managed Service Built on S/4HANA Cloud

EY and SAP have introduced an Integrated Finance Managed Service solution utilizing SAP S/4HANA Cloud to enhance enterprise transformation by streamlining critical functions and leveraging AI capabilities, enabling organizations to focus on strategic growth.

Analytics and AI

Oracle CloudWorld NYC 2025: AI Takes Center Stage

At Oracle CloudWorld 2025, Executive VP Steve Miranda highlighted AI's transformative role in business operations, stressing Oracle's commitment to embedding AI across its cloud technology stack while showcasing real-world applications with major clients like TD Bank, ultimately positioning Oracle as a partner in navigating technological change.

Cloud Platform and Technology

How CloudPaths & NetSuite Help Finance Teams Master the Cloud

Finance teams face numerous challenges including complex reporting, compliance standards, cybersecurity threats, and the need for accurate forecasting, which outdated systems cannot address; however, CloudPaths leverages NetSuite's cloud-native architecture and consultative approach to optimize compliance and operational efficiency while preparing for future advancements like AI integration.

Financial Management

Unit4 Research Finds M&A Growth Hindered by Finance Systems

Research from Unit4 reveals that professional services firms face significant M&A integration delays and risks due to outdated back-office finance systems, necessitating modernization for enhanced value realization and competitive growth.

Financial Management

Building custom applications for a FTSE 100 financial services organisation

A financial services organization transformed its finance department by standardizing workflows and eliminating outdated processes, resulting in improved service quality, enhanced user experience, operational efficiency, and better visibility of status information for management.

Analytics and AI

Virtual Agent launch reduces agent interactions by 85% for top financial services firm

A financial services organization reduced person-to-person support chats by 85% and maintained pre-COVID incident levels by implementing a Virtual Agent to facilitate self-service solutions for common queries, ultimately freeing up agents to handle more complex issues and improving overall support efficiency.

Application Development and Integration

Companies House increases collaboration and developer efficiency by integrating ServiceNow and Jira with Inetum UK&I

Companies House collaborated with Inetum UK&I to enhance their Change and Problem processes by successfully integrating Jira with ServiceNow, resulting in improved efficiency, streamlined communications between teams, and reduced reliance on external development expertise within just 10 days.

image of Larry Ellison, Oracle CTO | CloudWorld

Cloud Platform and Technology

Lloyds Banking Group Deepens Strategic Cloud Partnership with Oracle to Drive Innovation and Agility

Lloyds Banking Group has expanded its partnership with Oracle to adopt next-generation multicloud infrastructure solutions, migrating critical databases to Oracle Database@Azure and deploying Oracle Exadata Cloud@Customer, enhancing innovation and customer satisfaction in its digital transformation journey within the UK financial services sector.

Rootstock Launches Summer ’25 Release with AI Agent, New Data Grid, and Expanded Financials

Data and Data Management

From a 300-Day Marathon to a 20-Day Sprint: How NJM Unlocked ERP Value with CData

Data-driven organizations like NJM Insurance Group significantly enhance their decision-making and profitability by overcoming data silos through efficient integration solutions like CData Sync.

Cloud Platform and Technology

NTT DATA Business Solutions gets SAP certification for Finance Accelerated package

NTT DATA Business Solutions has achieved SAP-qualified partner packaged solution certification for its Finance Accelerated for GROW with SAP, a scalable financial solution designed to aid high-growth businesses by leveraging SAP S/4HANA Cloud and industry best practices, promising rapid implementation and enhanced operational efficiency through advanced analytics and automation.

Analytics and AI

Salesforce: AI Agents Can Boost Competitive Differentiation in Financial Services

Fewer than half of consumers are fully satisfied with financial institutions, emphasizing the critical need for standout customer service and digital experiences, particularly through AI agents, to maintain loyalty as competitive pricing becomes less viable.