Financial Planning stories
On unlocks USD $350 million with AI-driven cash forecasting
Last week
#
financial planning
On, the global sportswear firm, unlocked USD $350 million in cash and boosted investments to USD $600 million using AI-driven forecasting from Palm.
Compare Club ramps up life broker acquisitions amid sector shift
Last week
#
financial planning
Compare Club is expanding its acquisition of life insurance brokerages as advisers shift focus from legacy policies to financial planning and wealth management.
Private equity sponsors & CFOs clash over exit readiness levels
This month
#
financial planning
A survey reveals private equity sponsors and CFOs clash on exit readiness timing, risking up to three turns loss in company valuation during sales.
CFOs drive AI investment but only one in three succeed at scale
Last month
#
financial planning
CFOs lead AI investment strategies in finance, yet only one in three achieve successful large-scale deployment amidst challenges like talent shortages and ROI doubts.
Exclusive: Workday’s Jerry Ting says it’s time to ride the wave
Last month
#
financial planning
Workday is harnessing AI agents to revolutionise enterprise finance and HR, enhancing data integrity, compliance, and real-time insights across global firms.
Ram Paudel named Chief Financial Officer at KeyData Cyber
Last month
#
financial planning
Ram Paudel has been promoted to Chief Financial Officer at KeyData Cyber, leading financial strategy as the firm expands in North America's cybersecurity market.
Oracle embeds new AI agents in Fusion Cloud for smarter business
Last month
#
financial planning
Oracle has integrated new AI agents into Fusion Cloud Applications to boost efficiency and decision-making in finance, HR, supply chain, and sales.
The right financing at the right stage: A guide for gaming companies
Last month
#
financial planning
Gaming firms often raise equity early on, but cohort financing offers a smarter, less dilutive way to fund predictable growth stages.
PwC unifies global finance on Oracle Cloud ERP with AI boost
Last month
#
financial planning
PwC standardises global finance using Oracle Cloud ERP, embedding AI to boost efficiency, transparency and streamline reporting across its firms worldwide.
Oracle adds AI agents to Fusion Cloud for smarter finance ops
Last month
#
financial planning
Oracle has embedded AI agents in Fusion Cloud Applications to boost finance teams' productivity, cut costs, and enhance controls with real-time insights and automation.
Kieser streamlines operations with AI-driven NetSuite rollout
Last month
#
financial planning
Kieser Australia has replaced manual spreadsheets with AI-powered Oracle NetSuite, cutting financial closing from 25 to 3 days and boosting national expansion.
SAP unveils AI-driven advances to unify business data & apps
Last month
#
financial planning
SAP has launched AI-driven updates to its Business Suite, unifying data, apps and AI to boost smarter decisions and faster execution across enterprises.
How finance leaders can harness AI to thrive
Last month
#
financial planning
Finance leaders are harnessing AI and automation to boost agility, cut costs, and drive growth amid rising interest rates and supply chain woes.
Australian finance departments accelerate AI & automation use
Thu, 25th Sep 2025
#
financial planning
Most Australian finance departments now widely use AI and automation, with 86% adopting AI and 99% employing automation in core operations, says study.
Xynon raises up to USD $10 million to disrupt adviser platform market
Wed, 24th Sep 2025
#
financial planning
Sydney fintech Xynon plans to raise up to USD $10 million to grow its adviser-focused wealth platform, integrating Morrison Securities’ broker infrastructure.
Using AI to predict the timing of supplier payments improves cash flow forecasting
Tue, 16th Sep 2025
#
financial planning
AI-driven predictions of supplier payment timing boost cash flow forecasting for manufacturers, enhancing working capital and supplier relations.
“Is this the top?” Keeping a calm brain amidst the noise
Mon, 8th Sep 2025
#
financial planning
Bitcoin's soaring highs spark questions of timing and risk; a calm, disciplined plan beats chasing peaks in the unpredictable crypto market.
UK tech leaders see home market outshining US, Europe, Asia-Pacific
Fri, 29th Aug 2025
#
financial planning
UK tech leaders now view the domestic market as more attractive for growth than the US, Europe, or Asia-Pacific, citing strong opportunities and talent.
Webinar: What CFOs can learn from Kieser outgrowing Xero
Fri, 8th Aug 2025
#
financial planning
Kieser streamlined finance by replacing 27 Xero accounts with one NetSuite system, cutting month-end closes from 25 days to three for faster growth.
Five ways AI is reshaping finance talent, and how CFOs are responding
Fri, 8th Aug 2025
#
financial planning
AI is transforming finance talent, pushing CFOs to prioritise AI literacy, hybrid roles and culture to unlock real business value.