Mergers and acquisitions (M&A) are pivotal for business growth. As companies evolve, expanding product lines and market shares, sales tax compliance often gets overlooked. Yet, it’s key to avoid hefty penalties. Our guide, “Mergers and...
Category : Finance
The Fintech Effect report just dropped, and it’s your inside look at what 2,000+ consumers expect from you in 2026. This year’s report, in partnership with The Harris Poll, is packed with data-driven insights on...
Lenders who adopt cash flow underwriting today will lead the market tomorrow. This guide shows you exactly how to start integrating cash flow data into your lending tech stack, including: Why you should consider cash...
This report by MIT Technology Review and Plaid explores how generative AI is helping fraud evolve faster than traditional defenses can handle. But AI tools and shared defenses can help you stay ahead. In the...
ACH offers significantly lower payment costs compared to credit cards. But just like any other payment rail, you need the right approach to get its benefits. Download this whitepaper, to learn: What ACH is, how...
Essential Finance Insights in Just an Hour For a Chief Financial Officer, an MBA is one of the most valuable credentials. But most CFOs—and busy executives—don’t have the time to pursue an advanced degree. That’s...
In today’s landscape, understanding your financials at a granular, unit economics level is no longer optional — it’s essential. Investors, especially in the software space, are looking beyond topline growth. They want clarity on profitability,...
Driving Change in a Complex World Organizations operate like intricate systems — every department, process, and stakeholder interconnected. While this complexity keeps the business running, it can also make meaningful change feel nearly impossible. Even...
New technology often brings excitement—and confusion. Artificial intelligence is no exception. With all the buzz, it’s easy to feel the pressure to jump in or worry you’re falling behind. Questions like “What is AI really?”, “Can it...
Businesses are turning to CFOs and other finance leaders to align AI capabilities with real business goals. One area the breakthrough technology is sure to impact: the skills your team needs. And facing a yearslong...