Resources

Key Takeaways Mergers and acquisitions put immediate pressure on finance operations. Different banks, ERPs, teams, and approval habits all have to work together, often with no transition period. For Finance Managers and AR Managers, the hard part isn’t combining reports. It’s building daily processes that hold up without disrupting collections, ...

Sometimes, when transaction volumes doubles. Finance teams may experience more work without a corresponding increase in headcount. With an upturn in revenue and customers volumes, Finance teams can work harder but do not necessarily have more resources to work with consequently can suffer from backlog, longer month-end close and higher control risks.

Key Takeaways Do you think that finance automation looks simple from the outside? At a high level, you pick a solution, connect the ERP, train the users and move on. IT managers know better. Every new finance system touches multiple facets of your business – data, workflows, security, integrations, reporting, ...

In November 2026, a significant change is set to take place in European and cross-border payments: the removal of unstructured postal addresses from key payment schemes and message formats. This shift, part of the Standards Release 2026, aims to enhance data quality and processing efficiency.

Key Takeaways Why ERP Integration Matters More Than Standalone Finance Automation Manual finance work rarely stays inside finance. A spreadsheet delay turns into an IT ticket. A posting error triggers a rollback request. A disconnected tool becomes one more system IT has to support, monitor, and explain. Finance automation shouldn’t ...

Cashbook write-back postings integrate with both M3 CloudSuite and M3 on premise. Journals are created and worked with through the Cashbook application to apply cash.  These journals may be automatically created through bank file uploads or manually created. Using scheduled jobs, M3 provides Customer, Invoice and FX data that is ...

Financial accuracy and efficiency are paramount to success. Yet, many organizations continue to rely on manual bank reconciliation processes that are not only time-consuming but also costly in ways that extend far beyond the obvious. If your finance team is still manually matching transactions, resolving discrepancies, and sifting through countless ...

Email is a well-established and widely adopted tool for information exchange, having been in continuous use since the early days of the Internet. Its ubiquitous capabilities also make it a straightforward tool for automating the constant flow of cashflow information customers produce. How Email-Based Automation Works A typical email-based automation ...

Many organizations struggle with past due accounts that tie up working capital and strain customer relationships. The solution lies in collections automation—a strategic approach that transforms traditional AR processes into efficient, data-driven operations that dramatically reduce past due accounts while preserving valuable customer partnerships. The Hidden Cost of Manual Collections ...