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White Papers

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Let’s look at the complete AP process: receive an invoice, find the appropriate purchaser for invoice approval, enter invoice data into the accounting system, request payment approval, execute payment, print checks, and mail.

Processing an invoice is more than just a... more >

Card-based B2B payments represent an exciting opportunity for card issuers,triggering plenty of discussion and hype. This
MineralTree topic paper takes a closer look at the real potential of card-based B2B payments, drawing from an analysis of commercial payments made... more >

In today’s world of constant technological advances, automation has become the norm in most areas of business. To stay ahead of the competition and drive growth more quickly, savvy businesses are using automation as a way to stand out. Herein lies the concept that automation... more >

Many businesses use corporate credit cards, but often limit their use for Travel and Expense (T&E) payments.Businesses also use corporate credit cards for Accounts Payable (AP) payments but find themselves limited to a smaller number of vendor payments.

Using... more >

Over the last few years, organizations have shown an increasing interest in back-office technology—an interest that can be attributed in part to increasing globalization in business operations and growing pressure from executives to reduce costs while improving productivity.... more >

Download the New 2017 SEC Filing Calendar so you're prepared for the year ahead.

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There are many ways to drive a business into the ground; erroneous disclosure is one way; producing hurried or manually generated disclosures are two more. It’s one thing to have unideal numbers – product sales didn’t quite make the cut or
projected forecasts fell short... more >

It’s been just over a decade since the Sarbanes-Oxley Act was introduced, but insufficiencies in internal controls over financial reporting are still common. Last year, the SEC received a total of 1,814 amended 10-K filings and 3,019 amended
10-Q filings, suggesting a... more >

Creating a policy on managing, storing and retaining documentation can be time-consuming, but in the absence of a policy, organizations are in the wilderness without a map. Once created and enforced, an effective policy will greatly reduce the amount of time related to the... more >

Different finance departments want different financial solutions. Some may simply require financial reporting while, at the other end of the spectrum, some will want a comprehensive performance management solution. This paper compares different approaches to these choices... more >

Every year, like clockwork, we finance professionals begin what is the most dreaded enterprise process known to our kind. The spreadsheets, the all-nighters at the office, the unreliable information and again, the never-ending spreadsheets, are all contributors to the hell... more >

This guide is based on the cumulative experience of Carlson Management Consulting’s team having performed more than 175 implementations and optimizations of Adaptive Insights with clients internationally and in a broad range of industries. Furthermore, we have built a... more >

A great deal has been written over the past 20 years regarding companies’ efforts to simplify their internal decision-making frameworks and use more real-time data in an effort to be more flexible and adaptable to an increasingly unpredictable business environment. The... more >

Intuitively, many of us recognize that the decision window for executives has been shrinking with each passing year. Information dissemination has become real-time and on demand; however, the challenge for many finance functions is to try and keep pace with all the modern... more >

Large enterprises are challenged to maintain profitability because they cannot effectively access and utilize data for either long-term planning or short-term decisions.

Aberdeen research finds that top performers rely on technology to more easily access data that... more >

Success in business is measured by what’s accomplished, and effective planning improves an organization’s ability to consistently achieve its objectives. When it comes to Sales, many organizations are slow to recognize how ineffectual their sales planning process is and how... more >

People are the most valuable asset of every organization. To maximize their value, though, management must think carefully about how to use them. Workforce Planning helps organizations address every aspect related to employees, from overall head count to individual hiring,... more >

Many CFOs are successfully leveraging Cloud technology in their Enterprise Performance Management (EPM) processes to transform their finance organizations and generate value for the business. What are the key trends in the way Finance leaders are implementing and using Cloud... more >

Continuous accounting focuses on automation because using software to automate manual tasks improves efficiency and speeds the completion processes. This is particularly important for the accounting close.

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Corporate planning can be digitally transformed and improved by applying technology to integrate more tightly the company’s budget with its business operating plans.

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In recent years, business forecasts have had to become faster and more flexible-ready to be adjusted at a moment's notice. As earnings and product cycles accelerate, it has become clear that the business world is decisively moving towards treating rolling forecasts as... more >

By institutionalizing the “Twelve Best Practices of a World Class Corporate M&A Program” provided within this white paper, an organization can significantly evade the common pitfalls that cause an acquisition to fail. The cost of failure can be quite substantial. Once... more >

You might think spreadsheets are “good enough” for expense reports, but is good enough really good enough?

Business owners already spend more in the T&E category than in any other, and the use of spreadsheets only adds on the dollars. It’s like a lot of things in... more >

Whether “finance” is in your title or is just one of the items on your plate, chances are you’ve
seen your list of responsibilities get longer. Many of today’s finance leaders are expected to take on everything from growth planning and risk management to pricing... more >

Financial or statutory consolidation is a specialist activity steeped in complex accounting standards and regulatory reporting requirements that can vary quite significantly across the world. As such, since the introduction of consolidation applications in the mid-eighties,... more >