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        Robert Kugel's Analyst Perspectives

        Until recently, dedicated consolidation software had been a sleepy category. First introduced in the 1980s as a tool designed to run on personal computers (freeing the accounting department from reliance on its IT department), offerings basically achieved feature and function parity by the next decade. The last major technology innovationmoving the software to the cloudbegan in the mid-2000s. Cloud-based software reduces the cost and complexity of ownership, making dedicated software a more...

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        Topics: Office of Finance, ERP and Continuous Accounting, digital finance, Generative AI, Consolidate and Close Management

        Rebalancing supply chains to improve resiliency has been a focus of enterprises with even moderately complex and long supply chains for the past four years. One aspect of this rebalancing is that it almost always involves higher costs. Volume discounts and bargaining power are reduced when more suppliers are used, or an alternate supplier may have higher factor costs and therefore must charge more. Logistics costs might increase, and when an enterprise moves from just-in-time to just-in-case...

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        Topics: Continuous Planning, Business Planning, Operations & Supply Chain, Continuous Supply Chain & ERP

        Oracle held an industry analyst summit recently where the focus was on artificial intelligence (AI) and embedded AI. At the event, Oracle demonstrated progress in adding useful AI-enabled capabilities to its business applications, especially in finance and accounting, supply chain, HR and revenue management. To put this into context, across the software industry, AI is already at work in many finance-focused applications that are currently available, albeit often in limited release. We are in...

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        Topics: Office of Finance, Analytics, Business Planning, ERP and Continuous Accounting, AI, digital finance, Generative AI, AI and Machine Learning, Procure-to-Pay, Order-to-Cash, Consolidate and Close Management

        Value-added tax is a consumption tax levied at every point in a supply chainfrom production to final sale. It’s based on the difference between the cost of production and the selling price of a product or service, or the value added. Sales taxes are different in that they are generally collected only at the final point of sale to the ultimate consumer. Enterprises collect the value-added tax from customers when they sell goods or services and remit the collected VAT to the relevant national or...

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        Topics: Office of Finance, Tax, tax compliance, digital finance, Order-to-Cash, Value-Added Tax, Sales Tax

        We’re quickly approaching the moment when it becomes clear that artificial intelligence (AI) and generative AI (GenAI) will not be free. As that happens, we will discover who’s willing to pay how much and for what. After nearly 18 months of unlimited use-case fantasizing, it should be obvious that not all the potential applications of AI can be realized over the next three to five years because they fail a cost/benefit test. In theory, AI’s potential is almost limitless, but so far, little...

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        Topics: Office of Finance, Analytics, Business Planning, ERP and Continuous Accounting, AI, digital finance, Procure-to-Pay, Order-to-Cash, Consolidate and Close Management

        The tax provision process is an essential part of the close process and a core responsibility of tax departments. This process estimates the amount of income tax an enterprise will have to pay tax authorities in the jurisdictions in which it operates. Tax accountants derive the number by adjusting the reported net income with a variety of permanent differences, such as expenses that are not deductible and temporary differences–for example, using allowable accelerated depreciation for tax...

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        Topics: Office of Finance, ERP and Continuous Accounting, digital finance

        If you search “for want of a nail” on your browser, you’ll discover the age-old wisdom that seemingly trivial things can have a far-reaching impact. It’s a parable for artificial intelligence used in business. Deconstruct the imagined big-picture impact of AI and there are thousands of minor tasks that soon will require little or no human involvement in the interstices of an end-to-end process. Humans will still be indispensable, but they won’t be doing predictably repetitive work....

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        Topics: Office of Finance, Order-to-Cash

        There have been a multitude of potential use cases for artificial intelligence (AI) and generative AI (GenAI) dreamed up over the past 18 months. ISG-Ventana Research describes AI as the development of systems and software capable of automating tasks that have previously required human intelligence. It encompasses machine learning (ML), deep learning and GenAI to deliver capabilities including predictions, recommendations, personalization, speech and visual recognition as well as translation...

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        Topics: Office of Finance, digital finance, Procure-to-Pay

        Sage Intacct recently held its annual user conference, and while there were plenty of product announcements and roadmap presentations, my focus here is on the artificial intelligence elements. AI–both predictive and generative–is the most important capability and differentiator in software aimed at finance and accounting departments. Ventana Research asserts that by 2027, almost all vendors of ERP software will incorporate AI to reduce workloads, speed processes and decrease errors.

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        Topics: Office of Finance, Business Planning, ERP and Continuous Accounting, digital finance, Purchasing/Sourcing/Payments, Consolidate/Close/Report

        Smart manufacturing is a strategic operating approach that aligns advanced manufacturing technology with system and process design principles to promote adaptability. It is a digital, event-driven, collaborative orchestration of physical and digital processes designed to increase productivity, efficiency, adaptability and resilience. These systems use technologies to coordinate the planning and execution of even disparate operations within factories and across an entire manufacturing supply...

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        Topics: Continuous Planning, S&OP, Operations & Supply Chain, supply chain management, Manufacturing, Continuous Supply Chain & ERP, Smart Manufacturing
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