Financial Services

The Trust Dividend and Kyriba
The Trust Dividend
Nine months after winning the 2024 ERP Today Award, Kyriba is cracking the enterprise code.
Finance on Autopilot and Unit4
Finance on Autopilot
Why the dream of self-driving ERP is finally shifting from a buzzword to a boardroom reality.
The CFO's new Caddie LPGA and Sage
The CFO’s New Caddie
How LPGA is teeing up a future-ready finance team with Sage.
ERP's Ticking Clock and Zuora
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.
The Quantum Gambit and Sage
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.
Coda
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.
Building a Scalable Revenue Engine with NetSuite ARM
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.
Unit4 and Coda
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.
software testing, QA Workday and Zuora
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.
Mastering NetSuite ARM
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.
Zuora and Workday
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
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.
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.
IT Transformation Trends 2025
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
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.
AP 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.
Sage and Fyle acquisition
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.
image of cyber-security Microsoft D365 License
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.
Modern ERP 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.
Mastering NetSuite ARM
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
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.
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.
Sage Agentic 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.
Sage Future High performance Finance
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.
Sage Looks at the Future with Supply Chain Intelligence Solution and LPGA Collaboration
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.
Coda
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.
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.
Sage and Fyle acquisition
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.
abstract image | Finance
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.
image of Oracle headquarters | OCI
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.