Financial Planning stories - Page 2
IMP Software named UK education industry leader 2025
Fri, 6th Feb 2026
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saas
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it industry
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teched
IMP Software has been named The Assignment Report's UK education company of 2025 after rapid growth supplying finance tools to MATs.
Cleo relaunches UK AI money app to ease cash anxiety
Fri, 6th Feb 2026
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fintech
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cx
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martech
AI fintech Cleo stages UK comeback with a waitlisted app, betting its chatty budgeting assistant can ease mounting money anxiety.
Finance teams - it's time to step away from the spreadsheets
Fri, 23rd Jan 2026
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digital transformation
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fintech
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cx
Finance teams clinging to spreadsheets risk cash flow chaos, poor forecasting and lost talent as automated AR tools rapidly raise the bar.
CFOs step up investor relations as AI tools reshape IR
Thu, 22nd Jan 2026
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digital transformation
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fintech
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rpa
CFOs are devoting more time to investors as AI accelerates research, driving faster, higher-volume engagement and tighter response demands.
Young UK adults warm to AI help with everyday finances
Thu, 15th Jan 2026
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fintech
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data privacy
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ai
Most UK adults aged 28-40 would trust AI to manage spare cash and bills, a survey finds, despite low confidence in their own finances.
UK businesses brace for 2026 fiscal strain & AI oversight
Thu, 15th Jan 2026
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digital transformation
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supply chain
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risk & compliance
Business leaders are being urged to invest in financial insight as they navigate tighter oversight of artificial intelligence in financial services.
Mid-January urged as true start for UK Q1 forecasts
Wed, 14th Jan 2026
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data analytics
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planning
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supply chain
Kaleidoscope.com urges UK firms to treat mid-January as the real start of Q1 planning, warning December forecasts are built on distorted data.
OutSystems appoints Fay Sien Goon as new finance chief
Tue, 13th Jan 2026
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saas
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digital transformation
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lcnc
OutSystems names Fay Sien Goon as CFO to steer global finance and support its push into AI-powered application development and agentic systems.
Blue Yonder unveils AI upgrades for retail supply chains
Mon, 12th Jan 2026
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data analytics
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digital transformation
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cx
Blue Yonder rolls out fresh AI tools to tighten retail planning, boost fulfilment accuracy and speed up warehouse and logistics decisions.
CFOs tighten grip as rising cloud costs hit tech margins
Fri, 9th Jan 2026
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saas
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paas
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iaas
CFOs seize control of cloud spending as volatile infrastructure and AI costs erode tech start-up margins and strain forecast accuracy.
Aventur secures Dutch backing for AI money platform
Thu, 8th Jan 2026
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data analytics
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digital transformation
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fintech
Aventur lands Dutch family office funding for its AI-led money platform, eyeing a 2026 UK launch to narrow the financial advice gap.
Tech founders lead Tide everywoman entrepreneur awards
Wed, 7th Jan 2026
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digital transformation
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healthtech
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it industry
Tech founders Julie Collison and Emma O'Brien top Tide everywoman awards as women-led firms eye growth despite tough UK backdrop.
Finance teams shift from spreadsheets to smart platforms
Wed, 7th Jan 2026
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data analytics
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risk & compliance
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erp
Finance teams ditch manual spreadsheets for integrated, real-time platforms as tighter 2026 reporting demands reshape core processes.
Data quality issues - Top causes and consequences
Mon, 22nd Dec 2025
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data analytics
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digital transformation
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cx
Flawed, fragmented data is wasting time, money and AI potential; firms must fix ownership, visibility and tooling to restore trust.
Autumn Budget pension changes spark concerns over IHT & new cap
Fri, 28th Nov 2025
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government
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budgeting
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uk government
New Budget rules clarify pension inheritance tax but raise concerns over delays and introduce a £2,000 salary sacrifice pension cap from 2029, sparking employer caution.
UK SMEs seek resilient finance systems amid tariff disruption
Thu, 20th Nov 2025
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business transformation
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financial planning
Nearly half of UK SMEs find their finance systems inadequate amid tariff disruptions, prompting urgent calls for tech upgrades and resilience strategies.
On unlocks USD $350 million with AI-driven cash forecasting
Wed, 12th Nov 2025
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fintech
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ai
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ml
On, the global sportswear firm, unlocked USD $350 million in cash and boosted investments to USD $600 million using AI-driven forecasting from Palm.
Private equity sponsors & CFOs clash over exit readiness levels
Thu, 6th Nov 2025
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risk & compliance
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m&a
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data quality
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
Fri, 31st Oct 2025
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fintech
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risk & compliance
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genai
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.
Oracle embeds new AI agents in Fusion Cloud for smarter business
Thu, 16th Oct 2025
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data analytics
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digital transformation
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cx
Oracle has integrated new AI agents into Fusion Cloud Applications to boost efficiency and decision-making in finance, HR, supply chain, and sales.