Plan, Close, Disclose
Take the Stress Out of Your Finance Game
You’ve got enough on your plate without spending hours wrestling with spreadsheets or complex systems. That’s where insightsoftware comes in. It’s like having a trusted teammate who handles the heavy lifting, giving you quick, clear insights and making your day-to-day financial tasks way easier. From financial planning to close and consolidation or disclosure management, our solutions help you work smarter so you can focus on what really matters.
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Make Financial Performance & Disclosure Management Feel Effortless
Think of it like having a super-organized friend who takes care of all the messy, time-consuming parts of managing your financial processes, so you can focus on what matters most. By bringing together your planning, closing, disclosure, and reporting tasks into one connected system, it’s easier to stay on top of everything without breaking a sweat.
Applications that Simplify and Strengthen Your Financial Processes
Planning, Forecasting, and Financial Close
JustPerform puts business users in control of planning, closing, and reporting. Pick up any process in under 5 minutes. Roll out confidently, knowing everyone sees only what they need.
Disclosure Management and Regulatory Reporting
Certent Disclosure Management is an all-in-one system built on Microsoft Office for external regulatory reporting and internal narrative report creation.
Reconciliation Automation
A virtual teammate that completes reconciliations autonomously while you maintain approval authority – no suggestions, no manual matching, just job done.
Transform Finance Operations for Better Decisions and Results
At insightsoftware, we’re all about working smarter, not harder. Our solutions help you save time, avoid costly mistakes, and keep your financial processes running like a well-oiled machine.
Closing the books shouldn’t feel like a marathon. Automations handle the number-crunching (like consolidations and reconciliations), so you get accurate results faster and can dig into what those numbers really mean for your business.
Budgeting and forecasting just got smarter. With tools that do the heavy lifting, like updating numbers and running “what if” scenarios in real time, you’ll always be ready to adapt and make solid decisions without second-guessing.
Need to file a report? Whether it’s for regulators or your internal team, you can count on automated workflows to keep it all secure, polished, and error-free. No last-minute scrambles, just smooth collaboration and clear results.
Use Cases for Financial Planning, Close & Disclosure Management Software
Financial Controller
A financial controller is like the captain of a company’s finances, ensuring everything runs smoothly and accurately. They handle the big three: planning budgets and tracking goals, finalizing accurate financial reports, and preparing clear, compliant disclosures for stakeholders. With modern tools to streamline tasks, they keep the company financially strong and on course.
Financial Analyst
Financial analysts help management make smarter decisions by turning data into insights. With close and consolidation software, they get real-time info and tools like custom dashboards and reports to make it all happen.
Accountant
Close and consolidation software helps accountants handle the basics like tracking transactions, balancing accounts, and prepping financial statements. With those tasks running smoothly, they can spend more time digging into the tricky stuff and offering big-picture insights.
Compliance Analyst
Compliance analysts rely on good disclosure management tools to do their job right. These tools help them dig into data, double-check reports, and make sure regulatory filings are spot-on and accurate.
Regulatory Reporting Director
The Regulatory Reporting Director’s job is all about keeping things accurate and compliant. They use disclosure management tools to make preparing reports easier, cut down on risks, save time, and build trust with regulators. It’s like having a smart system that does the heavy lifting so they can focus on getting things right.
VP/Director of Finance
Using disclosure management tools is a smart move for a VP or Director of Finance. It keeps reports accurate, ticks the compliance box, makes resource use more efficient, and helps build trust with stakeholders. Simple as that.
CFO
The CFO uses budgeting and planning software to make managing finances smoother and smarter. It helps them create accurate plans, work more efficiently, stay on top of compliance, and make better decisions. Basically, it’s their go-to tool for keeping everything on track and working with the team to hit financial goals.
FP&A Director
Budgeting and planning software is like a secret weapon for FP&A directors. It gives them real-time financial insights, helps teams work together better, makes forecasting more accurate, lets them test out different “what if” scenarios, and keeps strategic goals on track.
Webinars & Resources
Take a look at our upcoming and on-demand webinars packed with handy tips, best practices, and insights, brought to you by insightsoftware’s product and solution experts.
Financial Performance, for the Way You Work
It’s Time to Level Up Your CPM
Effortless SAP OData Integration Starts Here
Frequently Asked Questions
Combining planning, close, and disclosure functions into one streamlined process reduces manual errors, boosts efficiency, supports compliance, and enables real-time decision-making. This holistic approach builds confidence in your financial outcomes.
insightsoftware prioritizes data security and compliance, offering encryption, access controls, audit trails, and regular updates to ensure data integrity at all times.
Yes, insightsoftware’s scalable solutions fit the needs of companies of all sizes and industries, offering flexibility to meet your unique financial and regulatory demands.
Budgeting and planning software is a technology solution that helps organizations create, manage, and analyze budgets and financial plans. It automates manual processes, provides advanced modeling capabilities, and enables collaboration and data-driven decision-making.
Budgeting and planning software streamlines processes, boosts accuracy, and offers real-time insights. Align budgets with strategy, foster collaboration, and gain a clear view of potential outcomes with robust scenario analysis.
Budgeting and planning software can integrate with various systems, such as ERP systems, data warehouses, and financial reporting tools. This integration allows for seamless data transfer, real-time updates, and leveraging existing data sources for budgeting and planning.
Yes, budgeting and planning software can accommodate different budgeting methodologies, such as top-down, bottom-up, zero-based budgeting, or driver-based budgeting. The software provides flexibility in defining budgeting structures, allocating resources, and incorporating different forecasting techniques to suit an organization’s specific budgeting approach.
Yes, budgeting and planning software is designed to be scalable and can be used by organizations of various sizes and industries. It can cater to different sectors’ specific needs and complexities, whether manufacturing, healthcare, retail, or nonprofit. It can handle the budgeting and planning requirements of small and large enterprises.
A cloud-based solution can offer several benefits, such as lower upfront costs, faster implementation, scalability, security, accessibility, and automatic updates.
You can ensure the security of your financial data in the cloud by choosing a reputable vendor that follows industry best practices and standards for data encryption, backup, recovery, authentication, authorization, and monitoring.
Ensure the vendor you choose to work with offers seamless integration that can easily connect to your primary data sources, such as ERP systems, spreadsheets, databases, or cloud applications, and that they are able to extract, transform, and load this data into their software platform.
Choose close and consolidation software that is designed to be owned and managed by the finance team. Look for software that enables you to easily adapt workflows and templates to support data collection, validation, consolidation, and reporting, without needing IT or specialist help. Check that you can easily modify rules and validations to ensure the consistency and quality of your data.
Disclosure Management Software is a tool that helps organizations automate, manage, and streamline their report production and filing processes. It aids in the creation of public financial documents and ensures compliance with regulatory standards.
Finance and accounting teams within organizations, particularly those that are publicly traded and have complex reporting requirements.
Yes, security is a top priority for us. We include features like access controls, encryption, and audit trails to ensure data integrity and security.
The software is regularly updated to reflect changes in regulatory standards. This ensures that your organization remains compliant with the latest regulations.
Yes, we handle a variety of regulatory standards, including GAAP, IFRS, and SEC regulations.