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        Robert Kugel's Analyst Perspectives

        Ventana Research recently announced its 2024 Market Agenda for the Office of Finance, continuing the guidance we have provided since 2004 on the practical use of technology for the finance and accounting department. Our insights and best practices aim to enable enterprises to operate with agility and resiliency, improving performance and delivering greater value as a strategic partner.

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

        The recent launch of the AI Alliance, a coalition of more than 50 corporations and research institutions engaged in artificial intelligence (AI) development (including AMD, CERN, Cornell University, Dell Technologies, IBM, Intel, Linux Foundation, Meta, NASA, Oracle, ServiceNow and Sony Group), aims to achieve the following objectives:

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        Topics: Office of Finance, Business Planning, Enterprise Resource Planning, ERP and Continuous Accounting, digital finance, Revenue, Lease and Tax Accounting, Purchasing/Sourcing/Payments, Consolidate/Close/Report, Continuous Supply Chain & ERP

        insightsoftware offers a portfolio of software designed mainly for the office of finance to handle reporting, budgeting and planning, consolidation and close management, business intelligence (BI) and analytics, as well as compliance. The company’s applications directly address a core issue confronting many finance department executives today: Productivity. The U.S. Bureau of Labor statistics reported that 17% of accountants retired or resigned in the 2020-22 period, cutting the available...

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        Topics: Office of Finance, Business Planning, ERP and Continuous Accounting, digital finance, Analytic Data Platforms, Revenue, Lease and Tax Accounting, Consolidate/Close/Report

        SuiteWorld, the annual user conference from Oracle NetSuite, focused on three topics: artificial intelligence, a reimagination of the role NetSuite can play in managing an organization and emphasizing the value to existing customers of using more of what NetSuite has to offer.

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

        Over the past three years, the Public Company Accounting Oversight Board (or PCAOB, sometimes pronounced “peekaboo”) has found an increasing prevalence of auditing deficiencies in its inspections of accounting firms. PCAOB was established as part of the Sarbanes-Oxley Act of 2002 in the wake of several major accounting scandals. The agency acts as the auditor of auditors with the objective of being a neutral arbiter of the quality of these inspections. It recently indicated that approximately...

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        Topics: Office of Finance, audit, ERP and Continuous Accounting, digital finance, virtual audit, Consolidate/Close/Report

        The six costliest words in managing a finance department are, “we’ve always done it this way.” Closing the books is the process of finalizing and summarizing the financial activities of a business for a specific accounting period (typically a month, quarter, or fiscal year). It involves completing various tasks to ensure that all revenue, expense, and other financial transactions are properly recorded, accounts are balanced, and financial statements are prepared. Accounting processes are...

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        Topics: Office of Finance, ERP and Continuous Accounting, digital finance, AI & Machine Learning, Revenue, Lease and Tax Accounting, Consolidate/Close/Report

        As we celebrate the first half of what seems to be the year of generative artificial intelligence, with an apparently unlimited discussion of use cases and bogeymen, my attention is turning to the very mundane question of costs. Specifically, how costs incurred – through investment and operation – will be distributed along the value chain and how this will affect the demand for AI ‒ by whom and for what purpose. It’s a question that needs asking even though, at this stage in the market’s...

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        Topics: Office of Finance, Continuous Planning, Business Planning, Enterprise Resource Planning, natural language processing, digital finance, AI & Machine Learning, Consolidate/Close/Report, Continuous Supply Chain & ERP

        I recently attended Sage Software’s Partner Summit. Implementation partners account for most of the sales and implementation of finance and accounting applications designed for small and midsize businesses, so they are important to the success of the software vendor. These events are designed to inform partners of product enhancements and the product and technology roadmap as well as provide a perspective on market conditions and trends.

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

        The Office of Finance can be compared to a numbers factory where the main raw material, data, is transformed into financial statements, management accounting, analyses, forecasts, budgets, regulatory filings, tax returns and all kinds of reports. Data is the strategic raw material of the finance and accounting department. It is the key ingredient in every sale and purchase as well as every transaction of any description. Quality control is essential to achieving high standards of output in any...

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        Topics: Office of Finance, embedded analytics, Analytics, Business Intelligence, Data Management, Business Planning, ERP and Continuous Accounting, data operations, digital finance, AI & Machine Learning, operational data platforms, Analytic Data Platforms, Revenue, Lease and Tax Accounting, Purchasing/Sourcing/Payments, Consolidate/Close/Report

        In 2015, I began using the term continuous accounting to call attention to technology advances that enable finance and accounting departments to improve performance. These advances have continued, making an even more compelling case for adoption of continuous accounting.

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        Topics: Office of Finance, ERP and Continuous Accounting, digital finance, Purchasing/Sourcing/Payments, Consolidate/Close/Report
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        • Ventana Research’s Analyst Perspectives are fact-based analysis and guidance on business, industry and technology vendor trends. Each Analyst Perspective presents the view of the analyst who is an established subject matter expert on new developments, business and technology trends, findings from our research, or best practice insights.

          Each is prepared and reviewed in accordance with Ventana Research’s strict standards for accuracy and objectivity and reviewed to ensure it delivers reliable and actionable insights. It is reviewed and edited by research management and is approved by the Chief Research Officer; no individual or organization outside of Ventana Research reviews any Analyst Perspective before it is published. If you have any issue with an Analyst Perspective, please email them to ChiefResearchOfficer@ventanaresearch.com

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