Reconciliation Automation
A virtual teammate that completes reconciliations autonomously while you maintain approval authority - no suggestions, no manual matching, just job done.
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
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
Account reconciliation shouldn't eat up days every month. A virtual teammate completes your reconciliations autonomously—matching transactions, processing data, and delivering finished work ready for your approval. Reduce reconciliation time by 80-90% while maintaining full control and transparency.
Close the Books With Confidence
Close the Books With Confidence
Closing the books doesn't have to take weeks. Automations handle consolidations and financial close tasks, so you get accurate results faster and can dig into what those numbers really mean for your business. Focus on analysis, not administrative work
Adapt Plans with Real-Time Insights
Adapt Plans with Real-Time Insights
Budgeting and forecasting just got smarter. With tools that do the heavy lifting, like updating numbers and running “what if” scenarios in real time, you’ll always be ready to adapt and make solid decisions without second-guessing.
Streamline Disclosure Management
Streamline Disclosure Management
Need to file a report? Whether it’s for regulators or your internal team, you can count on automated workflows to keep it all secure, polished, and error-free. No last-minute scrambles, just smooth collaboration and clear results.
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.
Frequently Asked Questions
What are the benefits of an integrated "Plan, Close & Disclose" solution?
Combining planning, close, and disclosure functions into one streamlined process reduces manual errors, boosts efficiency, supports compliance, and enables real-time decision-making. This holistic approach builds confidence in your financial outcomes.
How secure is my data with these solutions?
insightsoftware prioritizes data security and compliance, offering encryption, access controls, audit trails, and regular updates to ensure data integrity at all times.
Can the software adapt to my business size and industry requirements?
Yes, insightsoftware’s scalable solutions fit the needs of companies of all sizes and industries, offering flexibility to meet your unique financial and regulatory demands.
What is budgeting and planning software?
Budgeting and planning software is a technology solution that helps organizations create, manage, and analyze budgets and financial plans. It automates manual processes, provides advanced modeling capabilities, and enables collaboration and data-driven decision-making.
What are the benefits of using budgeting and planning software?
Budgeting and planning software streamlines processes, boosts accuracy, and offers real-time insights. Align budgets with strategy, foster collaboration, and gain a clear view of potential outcomes with robust scenario analysis.
How does budgeting and planning software integrate with other systems?
Budgeting and planning software can integrate with various systems, such as ERP systems, data warehouses, and financial reporting tools. This integration allows for seamless data transfer, real-time updates, and leveraging existing data sources for budgeting and planning.
Can budgeting and planning software accommodate different budgeting methodologies?
Yes, budgeting and planning software can accommodate different budgeting methodologies, such as top-down, bottom-up, zero-based budgeting, or driver-based budgeting. The software provides flexibility in defining budgeting structures, allocating resources, and incorporating different forecasting techniques to suit an organization’s specific budgeting approach.
Is budgeting and planning software scalable for different company sizes and industries?
Yes, budgeting and planning software is designed to be scalable and can be used by organizations of various sizes and industries. It can cater to different sectors’ specific needs and complexities, whether manufacturing, healthcare, retail, or nonprofit. It can handle the budgeting and planning requirements of small and large enterprises.
What are the benefits of using a cloud-based solution for close and consolidation?
A cloud-based solution can offer several benefits, such as lower upfront costs, faster implementation, scalability, security, accessibility, and automatic updates.
How can I ensure the security of my financial data in the cloud?
You can ensure the security of your financial data in the cloud by choosing a reputable vendor that follows industry best practices and standards for data encryption, backup, recovery, authentication, authorization, and monitoring.
How can I integrate my existing data sources with the close and consolidation software?
Ensure the vendor you choose to work with offers seamless integration that can easily connect to your primary data sources, such as ERP systems, spreadsheets, databases, or cloud applications, and that they are able to extract, transform, and load this data into their software platform.
How can I customize the close and consolidation software to fit my specific business needs?
Choose close and consolidation software that is designed to be owned and managed by the finance team. Look for software that enables you to easily adapt workflows and templates to support data collection, validation, consolidation, and reporting, without needing IT or specialist help. Check that you can easily modify rules and validations to ensure the consistency and quality of your data.
What is Disclosure Management Software?
Disclosure Management Software is a tool that helps organizations automate, manage, and streamline their report production and filing processes. It aids in the creation of public financial documents and ensures compliance with regulatory standards.
Who needs Disclosure Management Software?
Finance and accounting teams within organizations, particularly those that are publicly traded and have complex reporting requirements.
Is the data secure in Disclosure Management Software?
Yes, security is a top priority for us. We include features like access controls, encryption, and audit trails to ensure data integrity and security.
How does the software handle updates to regulatory standards?
The software is regularly updated to reflect changes in regulatory standards. This ensures that your organization remains compliant with the latest regulations.
Can the software handle different regulatory standards?
Yes, we handle a variety of regulatory standards, including GAAP, IFRS, and SEC regulations.