Financial Planning stories

Xero unveils an automated year-end workflow for NZ accountants, cutting manual rollovers and sharpening reconciliation and client reviews.

Blue Yonder expands agentic AI and mobile apps across supply chains, embedding role-based agents from planning to customer service.

Mastercard launches its Virtual C-Suite AI agents, starting with a Virtual CFO, to give small firms automated executive-style insights.

Xero launches AI-driven analytics and cash flow forecasting in ANZ, aiming to help small firms anticipate shocks and plan with richer data.

Distributors stockpile more inventory as a Phocas report warns planning gaps and data limits are raising costs and operational complexity.

LivTech hires Ron Kozlin as CFO and Andrew Goode as VP of Development to steer its fast-growing senior care software business.

High-earning women are being urged to shift from income focus to structured, automated wealth-building to secure true financial independence.

On International Women's Day 2026, Give to Gain calls for women's financial knowledge and autonomy to be treated as a fundamental right.

KnowBe4 names Yuneeb Khan CFO to steer global finances as it sharpens focus on human and agentic AI risk in cyber security.

Stratus Consulting Group sweeps top honours at the 2025 MYOB Acumatica Partner Awards, leading a strong field of ANZ partners in Melbourne.

CFOs shift from hiring to hardware, funnelling bigger budgets into tech, AI and sales while HR, headcount and pay growth lose momentum.

CFOs are devoting more time to investors as AI accelerates research, driving faster, higher-volume engagement and tighter response demands.

Most APAC banks are failing to meet customers' financial wellness needs, an Adobe index finds, leaving a trust gap ripe for fintechs.

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 rolls out fresh AI tools to tighten retail planning, boost fulfilment accuracy and speed up warehouse and logistics decisions.

CFOs seize control of cloud spending as volatile infrastructure and AI costs erode tech start-up margins and strain forecast accuracy.

Finance teams ditch manual spreadsheets for integrated, real-time platforms as tighter 2026 reporting demands reshape core processes.

After crypto's quietly mature 2025, 2026 rewards investors who tune out noise, stick to a plan and favour discipline over prediction.

Flawed, fragmented data is wasting time, money and AI potential; firms must fix ownership, visibility and tooling to restore trust.

eccuity launches a digital wealth platform in New Zealand to offer affordable, personalised financial planning for business owners and individuals.