CX Today’s Post

Do free trials really work? My experience with Syft Analytics says 100%! As someone who is always on the lookout for tools that can boost productivity for myself and my clients, I was keen to learn more when I met Syft at the Xero Roadshow in London. After a quick demo, I decided to give their free trial a spin. I was NOT disappointed! One of the first features I tested was their cash flow forecasting. I set up a six-week forecast and compared it with my practice’s actual bank balance—and I was blown away by how spot-on the forecast was. What used to take days now only took me three hours, and I got detailed insights into my cash flow, profit, loss, and balance sheet—all at the click of a button! And from that moment on, it just got better and better. Syft has written an article about our experience, so feel free to check it out if you’re curious. As always, if you want to chat about my thoughts or need a hand, you know where to find me. #Syft #Xero #CashFlow #Productivity #Accounting #AI #ProvidenceFinancial

Since Grata started, the top customer request has been for private company financial data. Dreamers called it the holy grail. Haters called it impossible. We call it Financial Profiles. That’s right. Our latest release introduces a comprehensive suite of transaction-level data points to deliver deeper private market company financial profiles, including: 🤝 Deal types 💵 Deal values 🤑 Valuations 📈 Deal dynamics, such as size and growth at the time of the transaction 💼 Investor data, including who’s funding which rounds, who’s leading deals, and their portfolio companies But doing private deals isn’t just about the financials. Context is everything. So we’re giving you private market data — like similar companies, M&A comps, VC and growth comps, and public comps — right on company profiles. That’s ALL company profiles, even the bootstrappers. Yeah. Wow. Read all about how Grata’s proprietary private company financial data is empowering investors here: https://hubs.la/Q02NR28Q0 Want to give it a test drive? Schedule a demo here: https://hubs.la/Q02NRcf-0 #privatemarkets #financialdata #privateequity #dealdata #comps #investmenttrends

A new article from our Chief Revenue Officer, Donald Wood sheds light on the path to getting started with #alternativedata https://lnkd.in/e2CFVBjN #altdata #datadatadata #hedgefunds #investors #dataanalytics #datadriven #hedgefundalpha

There is nothing new about wanting to be data-driven, so why isn't it just standard practice these days? In a recent live session, Will May, Chief Revenue Officer Pendo.io shared that while nearly every company in 2024 wants to be data-driven, the challenge lies in the practice, not the philosophy. How do you strike the right balance between being data-informed and not getting lost in the data maze? Full session in comments.

1. Accuracy in financial reporting 📊 2. Transparency in disclosures 3. Timeliness in submission ⏰ 4. Compliance with regulations Achieving these puts you in the top 1%. Navigating the process of providing financial statements and due diligence requirements can be challenging. Our team at GuddiGrowth, led by seasoned tech operator Gaurav Singh, is here to help you through it. Contact us for more info. #DueDiligence #FinancialStatements #BusinessGrowth

Did you know that you can dramatically improve conditions of breakup fees thanks to your DealCockpit? After discussing Audit Trails this week, we wanted to dive a bit deeper into the subject matter, by concentrating on how to optimise breakup fees and enhance your M&A processes by leveraging your Data Room's features. Learn about ✅ How to implement Audit Trails in your M&A strategy and ✅ How to leverage Audit Trails for more advantageous breakup fee conditions ➡ https://lnkd.in/ehEtDdRC #MakingDealsHappen #dataroom #audittrail #breakupfees #vdr

"Effective oversight by strong, active, knowledgeable, and independent audit committees significantly furthers the collective goal of providing high-quality, reliable financial information in the capital markets." -Erin Cromwell, CPA, our Manager of Professional Practice When it comes to the transformative power of genAI and its integration into the financial reporting process, audit committees play a crucial role. Discover why: https://bit.ly/3yuzbyi #AuditInAction

Where was the board? This is the cry that emerges among investors and in the financial press each time a company disastrously collapses or becomes enmeshed in a scandal. The board of directors are, in principle, the guardians of the company, the people who ensure it is well-managed, financially secure and operates in the best interests of its shareholders and, increasingly, other stakeholders. Yet, time after time, when companies come crashing to the ground, it emerges that the board has failed in its fiduciary duty; to the organisation, to ensure it is managed responsibly and sustainably, and to all stakeholders including shareholders, to ensure their interests are not harmed.

"At a firm level it's fantastic, at a team level it's great. But because it goes further and you can look at individuals, it gives you a top to bottom throughout the whole platform." — Andy Duckworth, Finance Director of Trethowans. From lawyers to department heads, finance teams to partners, Katchr clients benefit from automated dashboards that extract and present your KPIs in an easy to understand way. Katchr allows instant access to P&L reporting, alerts and fee earner productivity metrics that encourage engagement and accountability. 🎥 Watch Andy's video to discover how Katchr is helping shed light on firm wide performance. Discover more Katchr Case Studies here! ➡ https://lnkd.in/e4XMb2bX

𝐖𝐡𝐲 𝐂𝐡𝐨𝐨𝐬𝐞 𝐂𝐚𝐬𝐬? 𝐏𝐫𝐞𝐜𝐢𝐬𝐢𝐨𝐧 𝐀𝐮𝐝𝐢𝐭𝐬: We leave no dollar unaccounted for. Our audit-to-the-penny approach ensures you’re not overpaying. 𝐃𝐞𝐝𝐢𝐜𝐚𝐭𝐞𝐝 𝐄𝐱𝐩𝐞𝐫𝐭𝐬: Our team of audit representatives is unwavering in their pursuit of savings, demonstrating our commitment to your financial success. 𝐁𝐢𝐠 𝐖𝐢𝐧𝐬: Whether it’s a rental charge, late fees, or other wasteful spending, Cass delivers significant results, potentially saving your organization a substantial amount. 𝐖𝐚𝐬𝐭𝐞𝐕𝐢𝐬𝐢𝐨𝐧™ 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲: Investments in cutting-edge technology help drive results and keep costs low to optimize client satisfaction. 𝐒𝐡𝐚𝐫𝐞 𝐭𝐡𝐞 𝐒𝐮𝐜𝐜𝐞𝐬𝐬: If you haven’t experienced Cass’s record savings, reach out—we’d love to show you how we can save your organization big! To learn more schedule a demo with #CassWaste to learn more about our industry-leading solution at: https://lnkd.in/eXtx2yFN.