Financial Services

insightsoftware

Tax Automation Becomes Mission Critical as SAP S/4HANA Transformations Confront Rising Complexity

Tax automation is crucial for successful SAP S/4HANA transformations, as early integration can prevent delays and compliance risks, underscoring the importance of clean data governance and native tax functionality in ERP systems.

Application Development and Integration

Sage Advances AI Platform Strategy with New Developer Framework, Deepened Sovos Partnership

Sage is enhancing its AI and integration strategy through the launch of a new AI developer framework for partners and a partnership with Sovos to improve intelligent tax compliance, promoting a shift towards governed, partner-led extensibility in its finance platforms.

SAP Sovereign Cloud

Analytics and AI

SAP Is Building a Sovereign AI Stack for Europe

Regulatory trends in the EU are fostering a shift towards sovereign cloud and AI infrastructure, highlighted by companies like SAP, which has invested in local partnerships with firms like Mistral AI to enhance digital autonomy and develop industry-specific applications.

Application Development and Integration

Intuit, Rehmann launch joint ERP push for mid-market multi-entity accounting

Intuit and Rehmann are collaborating to launch an AI-driven ERP suite targeting mid-market firms with complex financial needs, aiming to streamline multi-entity finance on a unified cloud platform while enhancing automation and visibility.

Zuora Monetization Catalog

Analytics and AI

How Zuora’s New AI-Ready Catalog Targets the Hard-Coding Bottleneck

Zuora's new Monetization Catalog aims to alleviate the tension between product innovation and rigid financial infrastructure by enabling business users to create and launch dynamic, usage-based pricing models without code.

Analytics and AI

Microsoft Expands MCP into Dynamic, AI-Ready Foundation for Dynamics 365 ERP

Microsoft is transforming its Dynamics 365 ERP by upgrading its Model Context Protocol from a static toolset to a dynamic, real-time gateway, integrating analytics and allowing extensive access to ERP functions for improved AI-enabled operations by December 2025.

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.

Sage and AI Agents

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.

Zuora and AI Pricing

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.

The Trust Dividend and Kyriba

ERP Strategy and Planning

The Trust Dividend

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

Finance on Autopilot and Unit4

Analytics and AI

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

Cloud Platform and Technology

The CFO’s New Caddie

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

ERP's Ticking Clock and Zuora

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.

The Quantum Gambit and Sage

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.

Unit4 and Coda

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.

software testing, QA Workday and Zuora

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.

Zuora and Workday

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.

IT Transformation Trends 2025

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.

Sage and AI Agents

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.

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.

MCP Platform

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.

Sage Agentic AI

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.

Sage Future High performance Finance

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.

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

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.

Coda

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.

Sage and AI Agents

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.