Cap tables are a valuable tool for a close look at the equity capitalization within your organization. But relying on static spreadsheets makes it difficult to gain a comprehensive, real-time view of your capitalization structure. Sifting through spreadsheets manually and reconciling disconnected systems are both time-consuming and cumbersome.
Budgeting is one of those essential processes in which every business must engage. It’s critical to have a meaningful financial plan in place, to have realistic targets to achieve. Unfortunately, traditional models for financial planning and budgeting are increasingly strained as businesses strive to cope with change. Many are seeking leaner, more agile budgeting and planning options.
Finance teams have played a leading role in the adoption of technology to transform previously inefficient manual or spreadsheet-based processes. While investment in tax and transfer software has tended to lag that in core finance systems, adoption is maturing and pressure from the office of the CFO to implement digital tools is beginning to grow.
2021 Technology Innovation Awards recognize top performers in Wisdom of Crowds® Thematic Market Studies Raleigh, N.C., February 9, 2022 – Logi Analytics, an insightsoftware company, today announced it has been named a winner for Embedded Business Intelligence (BI) in the 2021 Technology Innovation Awards by Dresner Advisory Services.
For small entrepreneurial businesses, equity compensation can be a very attractive way to attract and retain highly talented employees. In a nutshell, equity compensation is defined as non-cash remuneration that takes the form of stock options, restricted shares, employee stock purchase plans, and other vehicles that provide employees with an equity stake in the company. Equity compensation may also apply to non-employee services provided by independent contractors, board members, or advisors.
We often hear different terms used to describe forward-looking versions of a company’s financial statements. People frequently use these terms interchangeably, with some having a deeper understanding of the nuances in terminology than others. Forward-looking financial documents may include budgets, projections, forecasts, and pro forma financials.
Read any overview of how the finance and accounting function is changing, and you will notice several common themes. Three of the most important of these are: cloud migration, data standardization, and interoperability. The aim of technology in finance is to remove friction. With cloud migration that means making upgrades, licensing, procurement and maintenance simpler with software-as-a-service (SaaS) models.
