Plan, Close, Disclose
Your Finance Workflows, Powered by AI Teammates
From planning to close and disclosure, work smarter with AI teammates that handle the heavy lifting. Spend less time on manual tasks and more on insights that drive decisions.
Solutions
Integrate Planning, Close, & Disclosure
Connect planning, closing, disclosure, and reporting in one system. Automate routine tasks, reduce manual errors, and get real-time visibility across your financial processes. Finance teams spend less time on data reconciliation and more time on strategic analysis that drives business decisions.
Products
Applications that Simplify and Strengthen Your Financial Processes
Reconciliation Automation
A virtual teammate that completes reconciliations autonomously while you maintain approval authority - no suggestions, no manual matching, just job done.
Regulatory and Narrative Reporting
Certent Disclosure Management is an all-in-one system built on Microsoft Office for external regulatory reporting and internal narrative report creation.
Use Cases
Transform Finance Operations for Better Decisions and Results
Our solutions reduce manual work, improve accuracy, and accelerate financial close cycles. Finance teams gain the time and insights needed to drive strategic business decisions.
Reconcile Without the Grind
Reconcile Without the Grind
Close the Books With Confidence
Close the Books With Confidence
Adapt Plans with Real-Time Insights
Adapt Plans with Real-Time Insights
Streamline Disclosure Management
Streamline Disclosure Management
Roles & Industry
Use Cases for Financial Planning, Close & Disclosure Management Software
Financial Controller
Financial controllers oversee the accuracy and integrity of financial operations—from budget planning and performance tracking to closing the books and preparing regulatory disclosures. Modern close and disclosure tools help them maintain control while accelerating financial cycles.
Financial Analyst
Financial analysts turn data into insights that inform management decision. With close and consolidation software, they access real-time information and create custom dashboards and reports that support strategic planning and performance analysis.
Accountant
Close and consolidation software streamlines core accounting tasks—transaction tracking, account reconciliation, and financial statement preparation. With routine processes automated, accountants can focus on complex analysis and provide strategic insights to leadership.
Compliance Analyst
Compliance analysts rely on good disclosure management tools to analyze data, verify reports, and ensure regulatory filings meet all accuracy and compliance requirements. . These tools streamline audit trails and documentation for regulatory scrutiny.
Regulatory Reporting Director
Regulatory Reporting Directors ensure accuracy and compliance across all regulatory filings. Disclosure management tools streamline report preparation, reduce compliance risk, and improve efficiency. Automated workflows handle routine tasks while directors focus on regulatory strategy and stakeholder communication.
VP/Director of Finance
VPs and Directors of Finance use disclosure management tools to ensure reporting accuracy, maintain regulatory compliance, optimize team resources, and build stakeholder confidence. These solutions provide the control and visibility needed to manage complex financial operations at scale.
CFO
CFOs rely on integrated budgeting and planning software to align financial strategy with business objectives. These solutions enable accurate forecasting, ensure regulatory compliance, and provide real-time visibility for confident decision-making. Executive teams collaborate across the platform to achieve financial goals.
FP&A Director
Budgeting and planning software provides FP&A directors with real-time financial insights, collaborative planning capabilities, enhanced forecasting accuracy, and scenario modeling tools. Directors can test multiple assumptions and align plans with strategic objectives across the organization.
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.
