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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. Cross-check invoices and bank statements for accuracy. Record all: Banking and financial fees. Double-check that: All vendor bills are recorded in the software. Reconcile Bank Balance Sheets. Total petty cash fund amount.

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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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A Quick Guide to Embedded Dashboards

Insight Software

or consumer applications (Fitbit, your personal banking app, etc.). Technical integration can be complex, especially when connecting multiple data sources through APIs, requiring a stable infrastructure to support data flow.

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insightsoftware Ranks in the Gartner Magic Quadrant for Financial Close and Consolidation Solutions

Insight Software

It provides a graphical comparative positioning of technology and service providers with high market growth and product differentiation. It evaluates vendors based on their completeness of vision and ability to execute. It evaluates vendors based on their completeness of vision and ability to execute.

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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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CFO Panel: Generating Value in a Post-Pandemic Market

Insight Software

So I am focused on ensuring that we are supporting that 25-ish-plus-% revenue growth as well as margin expansion into the 30s. Now that there’s the realization out there that big banks are cutting people, the realization that all the big tech companies are cutting people, we see a new normal in place. We want it to be balanced.