Resources

The decision to replace an existing family office accounting system or implement technology for the first time requires substantial thought. Many factors must be considered from downtime and budget to the availability of internal resources and divergent opinions of family members. Learn how to avoid potential minefields and ensure the success of... read more

As discussed in last week's Part 1 of the series, Analyste addresses the rolling forecast and how it compares to the traditional budget. This week we dig a bit deeper to decipher the usefulness of weekly cash flow forecasts, discuss the key principles around their construction and highlight the benefits of scenario modelling. read more

So what is reconciliation in the world of F&A? This is the process of comparing different sets of data in order to check and confirm that they have the same totals or pair in a specific, predefined way. In other words, the process ensures that records from two or more sources are correct, comparable, matching. This reassures the validity of the... read more

Lean bank branches are physical locations in which banking services have been optimised to maximise efficiency, slash operating costs and boost customer satisfaction. Find out the 4 key reasons banks should consider investing once the coronavirus lockdown is over. read more

The reconciliation space is burgeoning and overcrowded these days. Software solutions promising miracles are just round the corner. But a closer look reveals that few offerings include a robust matching functionality and that after all is the essence of a reliable reconciliation solution. Actually, ReconArt claims to be the leader in terms of... read more

Listen to Anne-Marie Rice and Carri Nicholson as they discuss why intelligent cash flow forecasting is crucial for small to medium sized businesses traversing the current 'black swan' crisis and how preparing from new opportunities is just as important as we plan for recovery. read more

FundCount's comprehensive accounting and reporting software seamlessly integrates all investment and partnership accounting through a single general ledger. It enables PKF O'Connor Davies' multi-family office and fund administration businesses to support funds, endowments, private foundations, family offices and other clients regardless of... read more

What is the purpose of collecting Experience Data in the Finance industry? EASY SOFTWARE conducted a representative survey, in which 502 companies from different industries, each company with over 100 employees, provide an assessment of the degree of digitisation of UK companies. Find out within this survey how other businesses are collecting... read more

Now with the requirement for companies to accelerate digital transformation and update legacy software in response to a very wide and sudden global crisis such as Covid-19, thinking in a more agile way is now more important than ever. read more