Skip to main content

Lineos Customer Success

Your strategic partner in maximizing value

True success comes from expert guidance, proactive support, and continuous optimization that helps your team achieve measurable business outcomes. Our program ensures you get the right level of support tailored to your organization’s needs.

Expert guidance that maximizes value

Transform your finance and accounting workflows

Customer Success provides tangible benefits:

  • Achieve Rapid Value

  • Unlock Full Capabilities

  • Operate Proactively

  • Access Expert Guidance

  • Demonstrate ROI

  • Influence Product Roadmap

Support built for where you are

Customer success helps you get the most from your investment

New implementation

Get up and running fast with guided onboarding, instant answers from Max and Mary, and hands-on coordination for even the most complex rollouts — so your team starts seeing value from day one.

Continuous optimization

Keep improving as your needs evolve. insightsoftware analyzes how you use the platform, surfaces new capabilities, and pairs you with technical expertise to get more out of every advanced use case.

Strategic operations

Align your goals with the right people. insightsoftware brings together success management, product expertise, and executive sponsorship to give you comprehensive coverage and C-suite alignment.

ROI Validation

Prove the value you’re creating. insightsoftware tracks adoption, ties usage to your business processes, and delivers documented outcomes you can take straight to stakeholders.

Customer success

Helping you get the most value out of your Certent solution

Customer success manager

Customer portal

Product support

Billing & renewal

User groups

Innovations portal

Stay abreas of technology, know-how & industry best practices

We are constantly anticipating immediate and future needs of our customers, offering high-quality, cost-effective training for individuals or small groups that emphasizes practical methods for getting the most out of our software.

Instructor led training

Conducted by an insightsoftware certified instructor in an interactive, virtual environment, each session provides hands-on practical skills in a lab setting. It is an affordable, flexible solution for companies and individuals interested in learning how to fully capitalize on our products to improve operations and simplify their day-to-day tasks.

Learn more

Self-service training

Our state-of-the-art training portal provides users with the opportunity to explore, expand, and strengthen their insightsoftware product skills at their own pace. Participants will follow learning paths based on the topic of their choice, with frequent knowledge checks along the way to ensure comprehension.

Learn more

Frequently asked questions

What's included in my purchase?

Can my support grow with my organization?

How does this differ from product support?

How do I access Max & Mary?

Can I influence the product roadmap?