CFO 4.0 - The Future of Finance

233. Finance Transformation Live - Future Proofing your Finance Software Architecture

Jul 1, 2025
Discover the four pillars that ensure finance software architecture stands the test of time: data, APIs, expandability, and maintenance. Learn how multi-dimensional data structures enhance reporting and AI capabilities. Explore the pitfalls to avoid, such as over-customization and inadequate data design. Uncover the importance of layered tech stacks that support various financial functions. Plus, hear strategies for fostering continuous improvement and staying adaptable to ever-changing business needs!
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ADVICE

Validate API Robustness And Documentation

  • Assess API robustness: check volume limits, available objects, security standards, and documentation.
  • Prefer vendors with developer notes, clear upgrade guidance, and an ecosystem or marketplace of integrations.
ADVICE

Prefer API-to-API And Ecosystemed Apps

  • Insist on API-to-API integrations and avoid one-sided or FTP-based connectors.
  • Minimise reliance on a single vendor by choosing platforms with third-party ecosystems.
ANECDOTE

Customer Praises ITAS Approach

  • A customer praised ITAS for challenging their needs and ensuring Sage Intacct was the right fit.
  • They valued the team's flexibility, approachability, and help explaining Intacct's dimension model.
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