Learn

Learn how Homecourt CEO Sarah Jahnke balances cash flow, optimizes SKUs, and navigates holiday surges. Discover tips for smarter forecasting and financial planning in 2025.

Looking for thoughtful gifts that from incredible female-founded brands? Here are our picks.

f you’re shopping for the perfect host, we’ve curated entertaining essentials from our incredible Settle customers.

These indulgent picks are all about treating yourself to the ultimate in beauty, comfort, and style—because you deserve it this holiday season!

If you’re gifting at the last minute, we’ve curated ideas from the most intentional brands—our Settle customer products. Get a head start on 2025 with our picks for self-care.

Proper planning is key to protecting profit in times of tariff uncertainty. With potential plans to impose a 60% tariff on Chinese goods and a 10% to 20% tariff on other imported goods, many CPG brands are taking 4 key steps now so they don’t get a shock to their COGs.

Effectively managing a supply chain is essential for any consumer brand working with a network of suppliers, distributors, and partners. If you're considering an ERP for your business, here are some key factors to evaluate to ensure it meets your supply chain needs.

Behind this eCommerce surge lies a complex infrastructure of tools and services—known as the Modern Operations Stack—that helps CPG brands manage their day-to-day operations.

Improving supply chain visibility is becoming a priority for many companies, as it’s essential for streamlining operations, boosting efficiency, and maintaining strong customer satisfaction for consumer brands.

Learn how the Suez Canal crisis exposed supply chain vulnerabilities and discover essential strategies to prepare for the holiday season.

Including new ways brands are marketing themselves and their favorite brands from the show

Debt financing allows businesses to maintain full ownership while providing predictable repayment terms, tax advantages, and improved creditworthiness, making it a strategic choice for growth.

Managing seasonal product demands can be a struggle for many companies. This is how businesses can make the most out of seasonal campaigns and sales.

Learn why understanding landed costs is vital for better financial decisions, improved profit margins, and staying competitive.

Dive into what are BOMs and how they drive efficiency, accuracy, and scalability.

Discover the importance of robust approval rules in accounts payable and how they improve control, efficiency, and vendor relationships.

Including sales tips and some of their favorite brands

Learn how to prevent costly duplicate payments in your AP process and enhance efficiency.

Discover how auditing your purchase order process can lead to improved efficiency and accuracy in your supply chain.

Learn how accurate AP forecasting and budgeting can improve cash flow management, optimize spending, and strengthen vendor relationships with our strategic guide.

Discover how Settle’s Accounts Payable (AP) automation fosters robust vendor relationships for inventory-led success.

Discover how CPG startups can navigate paid advertising on a budget. Learn pricing strategies, content tactics, and agency evaluation tips for marketing success.

Learn why start-ups should use purchase orders to streamline processes, track spending, and enhance financial management.

Discover the steps of a purchase order journey from identifying needs to invoice processing.

Learn what line item matching is and how it enhances AP processes.

Learn the process of verifying your PO, GRN, and invoice to ensure precise vendor payments.

What he saw, loved and learned from the "super bowl" of CPG events.

Discover how Pattern Brands and Flakes used alternative funding strategies to scale their e-commerce brands profitably.

Learn how to build a finance team tailored to your growth stage with insights from Rainbow CFO. Discover key roles, milestones, and tips for maximizing finance relationships.

Discover 7 actionaable tips on how to prepare for a trade show, including pre-planning and effective promotion strategies for success.

A popular source of funding is financing from angel investors and VCs. Yet many companies fail to recognise non-dilutive funding — where no ownership is lost.

Partnering with the right distributor is arguably one of the most essential tasks for a retail company. Find out what to look for in distribution partners and how to source them.

Discover the benefits of AP automation for CPG brands and 5 steps on how you can get started.

In this month’s Settle Spotlight Series, we chatted with Will Holtz from SourceMedium about how interconnected data can be a superpower for brands in hyperscale mode.

Wire transfers can be the quickest method of exchanging funds. Knowing how long it takes can help determine whether wire transfer is the best solution.

Do you really need another gift guide this time of year? Our Settle team spends so much time obsessing over our customer brands, that the right answer is obviously yes. We have compiled the inaugural Settle Staff Picks Holiday Gift Guide, with the most fire small brands out there. So read on for ideas from stocking stuffers to travel accessories – for everyone on your list. And join us in shopping small this holiday. 

We sit down to chat with Alyshah Walji from Vividly, a trade promotion management (TPM) software built by and for the consumer packaged goods industry.

Navigate the dawn of a new year with insights on cash flow management, as we unveil strategies to empower CPG brands for the challenges and opportunities that lie ahead.

In this episode of the Second in Command podcast, Olivia Micallef, the COO of Settle, talks about how Settle helps consumer scale by optimizing cash flow and her journey from a large company to a small company.

Though migrating off BILL may seem daunting, we make it easy in this step-by-step guide.

Finding the right accounting or fractional CFO firm is crucial for a CPG brand's financial success - find the right one for you that specializes in scaling eCommerce and consumer brands.

For emerging CPG brands, navigating challenges like supply chain disruptions and retail changes underscores the critical importance of understanding and managing retailer and distributor margins, as it directly impacts profitability and success in the industry.

Discover insights from the Settle x DTC Experts panel on alternative financing, cash flow management, and profitability strategies from the founders of HigherDose and Mockingbird.

A comprehensive guide to understanding the financial challenges in eCommerce.

Black Friday sets the tone for your business’ holiday season. Start early on forecasting demand, devising marketing strategies, and preparing your site.

Accounts payable (AP) refers to all the payments that a business owes its suppliers and creditors. Neglecting your accounts payable process can lead to production and supply issues.

A company’s ability to make a cash flow forecast is essential in the world of modern business. Here is everything you need to know about cash flow forecasting.

It doesn’t matter how big a company is: Purchase orders can help streamline many processes and keep things traceable and organized.

As lenders and investors evaluate your business, they’ll look primarily at revenue growth, gross margin, liquidity, asset efficiencies, and leverage. Staying on top of these metrics will put you in a healthy spot for the capital you need for growth.

5 Tips on where to meet retail buyers and lockdown partnerships

A quick breakdown of inventory planning and different factors that should be considered when planning.

We put our heads together with the folks at IndieCPG to create a guide to the basics of cashflow for new (and maybe even not-so-new) founders.

Accounts receivable factoring can help companies can improve their financial stability and cash flow. We’ll explain what it is and how it's beneficial in our guide.

Discover the cash flow metric that can make or break a business

Making use of net terms can enable both buyers and vendors to increase their profitability and sales dramatically. This is what net terms are.

Selling wholesale is one of the most important steps that a small business can take towards greater success. This is how any startup can do exactly that.

Distribution partners are some of the most important parts of scaling up a small business or startup. This is what they are and how they can help small businesses.

Understanding good cash flow management is critical for managers. Without proper systems in place, many businesses end up failing.

The Accounts Payable Aging Report is an essential tool for businesses with a large number of accounts payable to track. Here’s a general breakdown of A/P Aging Reports.

Equity dilution can be a very concerning process for shareholders who are unfamiliar with its consequences. This is how to avoid equity dilution and keep stocks healthy.

Many direct-to-consumer and eCommerce brands have begun selling products on Amazon because it’s convenient and customer-friendly. This guide tells you how to do it.

Using Amazon FBA is a great way for companies to expand their scalability and fulfillment abilities. Here is how it works, and how businesses can benefit from it.

Capital is critical to running a modern business. Here are the four fundamental types of capital and how they can work for a small business.

Marketing directly to consumers through social media is one of the most important ways businesses can reach out to their audiences. This is how.

A company’s cash conversion cycle can speak volumes about its operational efficiency and financial stability. It can also determine whether people get paid on time.

Creating invoices can be tedious, especially for new businesses processing everything manually. Learn how to create invoices effectively and efficiently with this detailed guide.

Invoices and receipts are similar in concept, but differ in the details. Here’s what differentiates invoices from receipts, and why it’s important to understand.

ACH, wire transfers, electronic transfers: What’s the difference, and why does it matter? Learn more about how these work and what they mean for your business.

Figuring how to find the right accounting firm for your company can be difficult. Here’s how to choose the best accounting firm for any business.

Learning to navigate inventory management can be a tricky part of growing your brand. Check out our guide to inventory management to find out more about it.

Understanding accounts payable and accounts receivable is an essential part of business workflow. So how do they differ? Learn more about them in this guide.