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What is Cash Flow Forecasting?

Insight Software

Cash flow forecasting helps businesses plan and manage their finances effectively by providing insights into future cash needs, identifying potential cash shortfalls or surpluses, and informing decision-making related to budgeting, investment, financing, product pricing, and working capital management.

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4 Reasons Broker Flexibility is a Must For Equity Management

Insight Software

Learn Why Certent Equity Management is the Right Choice as Your Equity Management Broker Platform Many of the biggest equity management platforms are broker-owned and will often restrict users to the brokerage services of the platform owner. You’ll benefit from flexible service models and easy integration with other applications.

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What is Account Reconciliation?

Insight Software

With regular bank account reconciliation, businesses can identify and rectify errors promptly, reducing the risk of financial misstatements and fraud. Check out our webinar on self-service subledger reconciliations for a quick primer on when and how to best use self-service subledger reconciliations for your organization.

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The Financial Close Process

Insight Software

Bank account information. Bank statements including loan and credit card statements. Income and expense account information. Expense receipts and supplier invoices. These include revenue and expense accounts. Cross-check invoices and bank statements for accuracy. Record the Month’s Expenses.

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CFO Panel: Generating Value in a Post-Pandemic Market

Insight Software

Peter van Tiggelen: There’s a lot more scrutiny around cost and the capital deployed on the ROIs of the investments we are making. So I am focused on ensuring that we are supporting that 25-ish-plus-% revenue growth as well as margin expansion into the 30s. That saved us costs. Focus on customer success.