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Whitepapers

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Improving the close process:
Stick it out or step it up?

It seems ironic that in our high-tech world of the cloud, IoT and artificial intelligence, that many of us still rely on manual processes to close the books. Even given the limitations and cumbersome... more >

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How SMBs Can Move Beyond Spreadsheets to Modern Reporting Tools and Analytics

CFOs are charged with being business performance leaders, but the finance team and systems aren’t always equipped to take the business to the next level. Smaller finance teams and companies... more >

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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 >

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This white paper addresses how CFOs can take charge of their company’s digital transformation and implement true process automation within their own finance organizations.

Download a copy to learn more.

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Taking a strategic approach to procurement and payables processing can deliver more than super-efficient tracking of spend.

Business agility and process productivity are watchwords among CEOs and CFOs forging plans for delivering sustainable, profitable growth. When it... more >

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Financial compliance is laden with risk, and there is one that many financial professionals don’t even know they are taking –poor research methods. Noncompliance and advancing competition result from poor benchmarking, lack of industry awareness, and insufficient XBRL tagging... more >

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The Summer 2016 Expense Management Grid℠ Report revealed these high-level insights about the Expense Management software market as a whole:

On-the-go expensing – Functional mobile applications are a prominent feature of nearly all expense management products on the... more >

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Forecasting today is much more than reviewing what was spent last year and making adjustments. Forecasting involves developing a thorough understanding of sales trends, personnel needs, revenue projections and other
operational issues.

The move to rolling... more >

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The writing is on the wall for Chief Financial Officers. Like it or not, organizations are demanding business process transformation in accounting and finance, and, by extension, new responsibilities for finance leaders.

According to the American Productivity and... more >

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As the role of the CFO continues to expand, five trends are going to shape 2018.

Once a simple role dedicated to forecasting, budgeting and reporting, typical finance leaders now find themselves shifting from managing money to defining strategy for a company. From an... more >

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According to Gartner, Inc., “more than $1 trillion in IT spending will be directly or indirectly affected by the shift to cloud during the next five years. This will make cloud computing one of the most disruptive forces of IT spending since the early days of the digital age... more >

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Suffering a non-payment event—whether it’s your first, the most recent, or the most significant—can feel overwhelming. Damage to companies is never solved overnight. Restoring optimism and trust is an ongoing challenge.

Non-payments can actually add up and damage your... more >

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Billion-dollar companies being billion dollar companies, they know how to win at business. To go to market against them and come away with a share of the spoils, a five to 100-million-dollar company has to do the proverbial more with less.

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In the early stages of designing and deploying an equity plan resources are often tight and the process is typically manual leading to challenging times as the company grows and participant numbers increase. But even with limited resources, there are strategic ways to prepare... more >

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Companies need to provide a seamless experience for their road warriors who are traversing the globe in search of new clients, attending conferences, exploring new business opportunities and checking on projects.

The goal of automating the T&E function isn’t just... more >

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Despite widespread agreement that shortening the monthly and quarterly close is important, over the past decade our research has found no progress toward achieving this objective. Perhaps one reason is the available technology, which some companies have found too expensive,... more >

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For many growing organizations the Initial Public Offering (IPO) is a beacon of success. Your company has ramped up sales, built strategic relationships, sustained growth and is ready for the big show. With a fresh infusion of cash, it’s time to take the business to the next... more >

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This whitepaper discusses best practices for managing Millennials, specifically looking at ways to maximize their strengths and minimize their weaknesses. We will then apply this information directly to steps that can be taken to improve the close process.

Read on to... more >

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Even though the Sarbanes-Oxley Act (SOX) has been in place since 2002, today’s accounting professionals continue to struggle to deliver the necessary means to improve the financial disclosure processes, and enact and validate the fraud prevention safeguards that the... more >

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Automating the close management process, in short, makes the entire month-end close faster and more accurate. Who could argue with that, whether you’re the CFO, staff accountant, VP of Finance, or perhaps most of all, the Controller? But while the end game may differ by role... more >

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If you talk to the spouse or close friend of almost any accounting or finance professional, they know about month-end close. They might not know all the details, but certainly they will be aware of the need to be intensely focused on work for a regularly scheduled period each... more >

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This Blue Hill report describes the selection process and value proposition associated with FloQast, a software solution focused on organizing, governing, and accelerating the accounting close process. By interviewing five companies that identified and implemented FloQast as... more >

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Simply put, Closing Software (“CS”) helps accounting departments close the books. CS helps to reduce close time, mitigate errors and streamline financial reporting.

Month-end is managed by the Controller, who assigns work to the team and uses an Excel checklist to... more >

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Migrating to cloud-based financial reporting solutions is the goal of many organizations, in particular those that desire more flexibility, speed and accuracy than their current hodgepodge of disconnected spreadsheets and emails.

Among other challenges, siloed data can... more >

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Download today to learn 10 reasons why accounting is better on the Salesforce platform!

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