Finance

From Greenhouse to Datahouse: How Metrolina Is Cultivating a Modern ERP Mindset with Sage X3

Metrolina Greenhouses in North Carolina is transforming its operations by adopting Sage X3 to create an integrated, data-driven enterprise, emphasizing technological adoption and user-friendly systems for its diverse workforce, while also preparing for future advancements in precision farming.

Financial Management

Vertex: Connections That Win

Vertex, Inc., a leading global indirect tax technology company, experienced transformative growth in 2024 with a 16% revenue increase to $667 million and nearly doubled stock prices, driven by advanced capabilities and a commitment to long-term thinking, while emphasizing trust and collaboration with customers to navigate the evolving tax compliance landscape amid rapid changes in technology and regulation.

Data and Data Management

Breaking the Chains of Data Fragmentation with Microsoft Fabric and CData Sync

Mid-market organizations struggle with fragmented data across systems without dedicated IT support, but by integrating CData Sync with Microsoft Fabric, they can centralize and automate data management, significantly reducing manual effort and improving analytics for better strategic decision-making.

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including complex reporting, compliance standards, cybersecurity threats, and the need for accurate forecasting, which outdated systems cannot address; however, CloudPaths leverages NetSuite's cloud-native architecture and consultative approach to optimize compliance and operational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Research from Unit4 reveals that professional services firms face significant M&A integration delays and risks due to outdated back-office finance systems, necessitating modernization for enhanced value realization and competitive growth.

ERP Strategy and Planning

Rootstock Unveils Modern ERP for Manufacturers with Spring ’25 Release

Rootstock Software's Spring ’25 Release enhances user experience with a comprehensive UX uplift, introduces AI-powered features for improved operational efficiency, and strengthens financial capabilities, providing faster decision-making and streamlined processes across enterprises.

Analytics and AI

NetSuite Boosts UK Business Efficiency with Expanded AI Capabilities

Oracle NetSuite has expanded its AI capabilities in the UK to enhance efficiency for businesses by introducing AI agents and generative functionalities that streamline data entry, boost productivity, and facilitate informed decision-making at no additional cost.

CRM and Customer Experience

The Evolving Landscape of Financial Call Centers: NewRocket and 3CLogic Offer Insights

A discussion between industry leaders emphasizes the continued relevance of contact centers in financial services, highlighting the need for a digital-first, human-centric approach that leverages generative AI to enhance agent capabilities and improve customer experiences amidst growing operational complexities.

Analytics and AI

Lineos Brings AI-Powered Efficiency to Finance Teams

Insightsoftware's new AI-driven suite, Lineos, aims to revolutionize financial planning and analysis by automating manual data tasks, allowing finance teams to focus on strategic decision-making and enhancing productivity while ensuring secure integration with existing systems.

a danger sign displayed on a sandy beach

Automation

Governance, risk and security: Opportunities of advanced technologies for auditors

The world of auditing is facing a transformation spurred by developing technologies, evolving business environments and new expectations.

Financial Management

Revenue Recognition in NetSuite: How CloudPaths Enhances Value for Users

CloudPaths leverages its expertise in NetSuite to help companies navigate complex revenue recognition challenges, ensuring compliance with IFRS and ASC 606 standards while providing tailored, efficient solutions for businesses with subscription and mixed revenue models.

ERP Strategy and Planning

Microsoft Announces 2025 Release Wave 1 Plan for Dynamics 365

Microsoft's recently announced 2025 Release Wave 1 for Dynamics 365, scheduled for April to September 2025, introduces various AI-integrated enhancements aimed at improving user productivity across sales, customer service, finance, supply chain management, and business central applications, while also emphasizing the importance of thorough planning and user training for effective implementation.

Workday EMEA mid-size enterprise success

Financial Management

Workday Brings Zuora Monetization Suite into Financial Management Solution

Zuora has partnered with Workday to enhance financial management processes for businesses by integrating their monetization suite with Workday Financial Management, thereby improving accuracy, streamlining workflows, and supporting flexible billing models to drive growth and operational efficiency.

Data and Data Management

Data loading made easy: EF Education First’s journey with More4Apps

EF Education First successfully migrated to Oracle Fusion Cloud ERP despite challenges in change management and learning new systems, ultimately enhancing their data-loading efficiency and accuracy through the implementation of More4apps' finance module, which streamlined processes and improved user experience.

a big office building with a green sign saying 'Sage' | Sage stands out with “high pace of innovation” amid upbeat year-end results

Analytics and AI

Sage Intacct Release 4 Features AI-driven Sage Copilot to Enhance SMB Decision-making and Efficiency

Sage has introduced Sage Copilot, an AI-driven tool designed to enhance productivity and decision-making for accounting and finance teams, currently available to early adopters in the US and UK, as part of significant updates to Sage Intacct that aim to streamline financial oversight and support small and mid-sized businesses in managing their growth.

ERP Strategy and Planning

Alpha acceleration in digital transformation: The IBM-Accelalpha deal

What synergies will IBM’s recent acquisition of Accelalpha bring to clients and the Oracle ecosystem?

image of Workday building | Interview with Jim Stratton

Human Capital Management

Workday Unveils New Illuminate Capabilities for Peakon Employee Voice to Unlock Deeper and Faster Employee Insights with AI

Workday, Inc. has introduced new AI-driven features in Workday Peakon Employee Voice to aid managers in analyzing employee feedback and generating insights for better talent retention and engagement, leveraging a vast dataset to enhance organizational success.

Data and Data Management

Modernizing Oracle financial reporting for evolving business needs

Finance teams are facing the common challenge of outdated systems and processes failing to meet the demands of the digital world.

Rods of light descending from a black ceiling | artificial intelligence EY

Financial Management

Harnessing artificial intelligence and cloud ERP technology for finance transformation

Organizations are increasingly adopting AI-powered cloud ERP applications to enhance data management, improve finance and tax operations, streamline mergers and acquisitions and enable real-time decision-making, leading to greater efficiency and agility.

Finance Solution of the Year Award

Got an award-winning enterprise technology story? Submit your nomination for the Finance Solution of the Year Award here.

Financial Management

Unleash potential through global bank connectivity

We live in a world run by global bank connectivity where the success of a business relies on the ability to stay interconnected. From accessing date to linking with a network of partners and platforms, it can feel daunting to face the challenges of global connectivity. Many finance teams face challenges with fragmented data, soiled systems, or disjointed workflows. Fortunately, there is a solution to liberate liquidity from its shackles.

a man in a blue blazer and checked white shirt looks at the graphs in a white tablet on an office desk | Nextworld revenue system concept

Financial Management

How R&R Millwork streamlined revenue and customer satisfaction

For more than 22 years, R&R Millwork used a legacy version of Sage which led to the development of time-consuming, manual workarounds.

a photo of a plant growing out of a glass with coins | financial system concept

Financial Management

How Velociti transformed its financial system with ease and flexibility

When using a legacy financials system, Velociti faced constraints and manual functions. Soon, the company decided it is time for change.

Financial Management

Webinar: AI for ERP Bank Connectivity: The Good, The Bad and The Scary

Payments fraud continues to be a threat to business leaders and advancements in AI are only making it harder to detect and prevent. Injecting data into your payment journey through APIs and AI improves defenses so your payment compliance operates at machine speed, giving you back control of your payment process.

two women near tables in a salon with tablets | Sage suites launch

Business Process Management and Automation

Sage launches suites to drive growth for accountants and small businesses

Sage has launched two new suites, Sage for Accountants and Sage for Small Business, to transform how SMBs and accountancy practices operate and grow their business in the UK and Canada.

image of money in different currencies | Paystand unlocks seamless finance integrations with Microsoft Dynamics 365

Financial Management

Paystand unlocks finance integrations with Microsoft Dynamics 365

Paystand, a B2B payment solutions provider, has brought full payments integration to Microsoft Dynamics 365 Business Central.

Financial Management

Case study: Finance process automation with ProcessSense

Rossera ProcessSense enables greater finance self-service via a single digital platform powered by Oracle OCI, providing a seamless experience with the core ERP. Read more about this solution.

SAP S/4HANA takes over BT Group’s finance transformation

BT Group will now run SAP S/4HANA to support its 'Making Finance Brilliant' finance transformation initiative.

Google Cloud and Moody’s boost financial operations

Google Cloud and Moody’s Corporation have announced a new strategic partnership to help Moody’s customers and employees leverage new LLMs.

How finance becomes a ‘value’ department

The finance department of today is evolving to become a more holistic and more human workflow and customer outcomes-driven entity.