Insight Software

AUGUST 20, 2024

Its seamless integration into the ERP system eliminates many of the common technical challenges associated with software implementation; unlike other tools that make you customize data models, Jet Reports works directly with the BC data model. This means you get real-time, accurate data without the headaches.

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Insight Software

JANUARY 20, 2022

Reconcile Bank Accounts. One of the first things to tackle is bank reconciliation, especially for the operating accounts and payroll accounts through which you process most of your transactions. Incoming bank transfers or wire transfers often show up in this process. Download the free template today. Access Resource.

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Insight Software

JUNE 5, 2023

To stay afloat during these turbulent times, it is important to maintain confidence in your data and effectively and efficiently respond to ongoing audits. A recent survey by Ernst & Young found that 87% of banking and capital markets respondents said they are changing their tax and finance operating models. Enable cookies.

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Insight Software

MARCH 4, 2024

The CSRD and the ESRS will be implemented in 4 stages, the first of which will enter into force in 2025 and will apply to the financial year 2024. 1 January 1, 2025 Companies, banks, and insurance under NFRD have to report the first set of Sustainability Reporting standards for the financial year 2024. Reports due in 2025.

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Insight Software

OCTOBER 18, 2024

or consumer applications (Fitbit, your personal banking app, etc.). Key Challenges of Embedded Dashboards Implementing Embedded Dashboards can present challenges, including technical integration, data security, and user training. Limit a dashboard to three font sizes max to create a clear yet simple visual hierarchy.

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Insight Software

AUGUST 17, 2021

Since the UGT is updated only once a year, these changes are housed in a “ Pending Annual Updates ” page and incorporated into a development taxonomy that FASB maintains between official releases. 33-10835; 34-89835, Update of Statistical Disclosures for Bank and Savings and Loan Registrants. Variable Interest Entities–Pledged Assets.

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Insight Software

MAY 25, 2023

We were delighted to be joined by our client, Savings Bank Life Insurance (SBLI), to discuss the evolution of The Office of the CFO and how technology can support better decision making. One of the main things we’ve done recently is implement OCR technology for scanning our invoices.

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Insight Software

JULY 29, 2021

In a study of how and where corporations are discussing ESG issues, along with the number of public documents (including filings and ESG reports) published, Deutsche Bank concluded that corporations’ ESG priorities have indeed changed in response to the pandemic. Download Now: Click here to access resource.

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Insight Software

AUGUST 26, 2021

This is particularly true in cases where owners or office managers routinely perform cash withdrawals from a local bank account, or maintain a stock of checks from which they can issue that much-needed vendor payment, usually to cover an “emergency” situation. Download Now: Click here to access resource.

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Insight Software

FEBRUARY 8, 2023

Being saddled with high financial penalty from the platform owner or get bogged down in time consuming data exports to a new system, including the costly implementation of new software. Equity Reporting Services Download Now Here are four reasons you’ll want to choose broker agnostic equity management platform.

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Insight Software

JULY 28, 2023

Breaking the Disconnect With Narrative Reporting [EMEA] Download Now IT Dependence In EMEA, skills shortages and IT dependence prove to be significant challenges this year. EMEA mirrors the global results at 66%. This is particularly worrying given the increasing layers of global finance regulation.

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Insight Software

MARCH 29, 2022

Finance teams can easily export data from NetSuite into Excel in a single click , skipping the need for any manual downloads or CSVs. Manually updating spreadsheets, such as for a bank covenant calculation, took me half a day or so to do. Download Now: Hidden Select Your Closest Time Zone -- Select One -- Business Email *.

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Insight Software

APRIL 13, 2023

Runaway inflation, rising interest rates, and recent bank failures have finance leaders on edge and looking for ways to shore up their defenses as recession becomes more likely. The last couple of years have been volatile for the finance industry.

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Insight Software

JULY 17, 2023

It aids banks in approving credit or detecting suspicious activity, e-mail providers in filtering spam, and retailers in predicting customers’ likelihood to churn out or purchase products. But predictive analytics is a complex capability, and therefore implementing it is also complicated and comes with challenges.

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