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Commentary & Narrative

Centralize Commentary & Craft Compelling Financial Narratives

Narrative ReportingUnified InsightsEffortless Compliance

  • Ensure the Right Message – Manage stakeholder commentary easily with our in-app features. Track updates, save notes to reports, and add annotations across all views and hierarchies.

  • Tell Your Story – Our storyboard feature helps create relevant reports and maintain a clear audit trail. Your finance team can chat in real-time, with all commentary changes automatically recorded.

  • Get Instant Insight – Use our instant messenger tool to get immediate answers from the right people. Enhance productivity and collaboration in a secure environment.

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We connect to 200+ ERPs/EPMs

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Deltek
Dynamics
Epicor
Infor
MRI
Oracle
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SAP
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Products

Explore Our Commentary and Narrative Solutions

Struggling With Finance Team Communication?

Poor Interdepartmental Communication

When your systems and people fail to communicate during the financial reporting process, valuable information and knowledge can be lost. This lack of interaction can lead to inefficiencies, misunderstandings, and overlooked details that are crucial for accurate reporting.

Report Commentary is Confusing

Without the ability to track comments in a report and communicate with team members, silos, inefficiencies, and mistakes inevitably arise. This lack of coordination can lead to duplicated efforts, misinterpretations, and critical errors.

Manual Tasks are Impacting Efficiency

Managing multiple versions of a report and chasing down key stakeholders for their feedback can consume valuable resources and time in the long run. This process can lead to frustration, delays, and potential errors, hindering overall productivity and efficiency.

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Use Cases

Tools for Seamless Data Migration & Integration

Ensure Consistency and Reliability With Precise Data

Text, narrative, and analysis in reports can all be linked directly to a single data source, ensuring that there are no conflicting numbers anywhere in the report. This guarantees consistency across all sections of the document. When changes are made to the source numbers, they automatically cascade throughout the entire report. This process eliminates discrepancies and ensures there is a single version of truth reflected in every part of the report.

Results

2

Weeks saved from monthly reporting

300K

Records migrated at once

20

Minutes to process a day’s banking

Streamline Reporting for Enhanced Workflow Efficiency

Our task management process meticulously tracks the status of each section of a report, providing clear due dates and responsibility assignments to ensure accountability. By linking the workflow to automated notifications, the entire team remains in sync, receiving timely updates and reminders. This system allows an administrator to easily monitor each section’s progress, quickly identifying which sections are overdue and pinpointing who is responsible for each part.

Results

2

Weeks saved from monthly reporting

300K

Records migrated at once

20

Minutes to process a day’s banking

Detailed Audit Trails

Detailed audit trails ensure that every user and every change to a report is meticulously tracked and documented, creating a comprehensive history of modifications. This functionality allows users to easily compare any two versions of the report, providing clear visibility into what was changed, who made the changes, and when those changes occurred. By enabling users to track these details, the audit trails facilitate better oversight and management of the report creation process.

Results

2

Weeks saved from monthly reporting

300K

Records migrated at once

20

Minutes to process a day’s banking

An Intelligent Reporting Solution With CXO

CXO Software from insightsoftware helps your Finance team make the transition from report-generating cost center to a value- added provider of strategic insight for the entire organization. Learn how CXO:

  • Offers you better insights with dynamic reports and dashboards.

  • Puts Finance in control.

  • Offers storytelling through meaningful commentary.

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Frequently Asked Questions

What is narrative reporting?

Narrative reporting is a feature that helps you combine financial data with clear and concise written explanations within your reports. This allows you to tell the story behind the numbers, providing a more comprehensive view of your company's performance.

What are the benefits of using insightsoftware for narrative reporting?

Increased Efficiency: Streamline your workflow by automating repetitive tasks and ensuring a "single source of truth" for your data and narrative. Improved Accuracy: Reduce the risk of errors by linking your narrative directly to financial data, automatically updating explanations as figures change. Enhanced Transparency: Provide stakeholders with a clearer understanding of your company's financial health through a combination of data and insightful narrative. Streamlined Collaboration: Facilitate teamwork on reports with features like version control and user permissions.

What are common uses for narrative reporting?

  • Annual reports
  • Management reports
  • Regulatory filings
  • Investor presentations

How do I ensure consistency and compliance in narrative reporting?

insightsoftware offers tagging and taxonomies to categorize your narrative content. Tagging allows you to assign keywords or labels to specific sections of your narrative. These tags can then be used to filter and sort your content, ensuring consistency and findability. Taxonomies provide a hierarchical classification structure for your tags, further promoting organization and compliance with relevant accounting standards. For example, you could create a taxonomy for different financial statement line items, and then tag your narrative accordingly. This ensures that your disclosures are presented consistently and align with the required standards.