insightsoftware

Happy Thanksgiving to our U.S. employees, customers, and partners! 🦃 This season reminds us how fortunate we are to work with such talented teammates and inspiring clients around the world who continue to drive our mission forward. #Thanksgiving2025 #Gratitude #Teamwork #insightLIFE #insightsoftware

For years, reconciliation meant files, formats, matching, re-matching… and endless manual steps. A lot of "AI" tools claim to help with that... but most still rely on humans to finish the job. JustPerform works differently. It learns your systems, connects the dots, completes 95% of reconciliations end-to-end, and flags only the exceptions that need your review. Experience the difference between “AI-assisted” and truly agentic AI by registering for our December 11th webinar: https://bit.ly/4p4tAE0

Why #JustPerform? That was the question we heard throughout the Finance and Accounting Technology Expo in #NYC, and it made every conversation with CFOs even more meaningful. Finance teams are dealing with disconnected tools, manual reconciliations, and processes that slow everything down. Being on site gave us the chance to show how JustPerform brings clarity back to the workflow. JustPerform unifies planning, consolidation, close, and reporting in a single platform. No more switching between systems. No more stitching spreadsheets together. Just one place where finance teams can work accurately, efficiently, and with complete confidence in their data. A few stats that struck a chord with leaders at #FATE: 🟢 90 percent reduction in manual effort through automated close and consolidation 🟢 50 percent faster planning and forecasting cycles 🟢 80 percent fewer adjustments supported by real-time governance and auditability 🟢 One single version of the truth supporting every process and every scenario The energy at FATE made it clear that finance teams are ready for a better way to work. If you are exploring what a more streamlined and unified approach could look like, learn more here: https://bit.ly/44rLHLF #EPM #FinanceTransformation #CFOCommunity #FATEConference #insightsoftware

“Every integration you build is another door that could be left unlocked.” 🚪 Attackers don’t always go after your database — they go after the connectors, the tokens, and the ‘quick fixes’ left behind. Standard-based connectivity (ODBC/JDBC) isn’t about slowing teams down. It’s about keeping access clean, traceable, and secure. Because flashy tools don’t stop breaches — standards do. 🎬 Watch this on-demand webinar (5 Best Practices for Data Security): https://bit.ly/4oDXrT7 #DataSecurity #Cybersecurity #DataIntegration #InfoSec #DataGovernance #CyberThreats #ITSecurity #DataProtectio

Want your Finance team to see positive #ROI on your AI project? Don't focus on the technology; focus on your data first. Our new blog breaks it down. Read More here 👉 https://bit.ly/4phkNOq #AI #CFO #DataGovernance #Finance

The best finance teams aren't replacing humans with AI. They're rethinking who does what. 🤔 Your team stops chasing down matching errors on 10,000 transactions. AI handles that. Your team focuses on investigating the 50 exceptions that actually need attention. AI runs continuous reconciliation checks. Your analysts spend their time understanding why variances happened and what they mean for the business. The result? Faster close cycles. Better insights. Teams focused on work that actually requires judgment. That's how JustPerform's AI-powered reconciliation works, handling repetitive matching while your team focuses on analysis that drives decisions. See it in action: https://bit.ly/3K76QUz

Not another pizza party during month-end close. Not a "thank you" email after pulling an all-nighter to fix reporting errors. Real gratitude means giving finance professionals their time back. Here's the uncomfortable truth: If your finance team is spending more time preparing reports than analyzing them, it's time to reconsider your approach. Because let's be honest, you didn't get into finance to be a data janitor. You got into it to drive strategic decisions, uncover insights, and impact the business. What if technology actually served that vision? The right tools don't just save time, they transform how finance contributes to organizational success. Imagine: ✅ Accessing live ERP data directly in Excel without IT bottlenecks or consultant dependencies ✅ Creating exactly the reports your organization needs with complete flexibility ✅ Drilling into details instantly when something doesn't look right ✅ Working with real-time data you can actually trust And here's the best part: With more time on your hands, maybe you can finally sign up for that yoga class at the gym 🧘♀️ or learn jiu-jitsu 🥋. Who knows? (Okay, or maybe just make it home for dinner with your family. We'll take that win too.) This season, let's be grateful for the tools that shift us from data preparation to strategic analysis. Because finance professionals deserve better than drowning in spreadsheets. Read our blog: "The True Value of Your Time: Why Smarter Reporting Matters" to discover how Spreadsheet Server can transform your financial reporting. 👉 https://bit.ly/3LVHnhu What would you do with 10+ hours back in your week? Let's discuss below. 💬 #FinanceTransformation #SmartReporting #SpreadsheetServer #FinanceProfessionals #WorkLifeBalance

Outdated finance systems are doing more than slowing teams down. They are creating a real talent and productivity crisis across the Office of the CFO. Our 2025 EPM Report reveals how outdated tools, long learning curves, low AI trust, and widening skills gaps are shaping the future of finance and reshaping what today’s workforce expects from modern systems. Explore the key findings and see why modernization can’t wait: https://bit.ly/3LTqYKr #FinanceLeadership #EPM #FinanceTransformation #CFO #FutureOfFinance #insightsoftware

Leave it up to #FATE to bring the right people together.   Two packed days in #NYC, dozens of conversations with #CFOs, and an #insightsoftware team that showed up in full force at the Finance and Accounting Technology Expo.   From Times Square to our speaker sessions led by Fabian Ferrada to our #superhero photo booth that brought out everyone’s inner champion, the conversations all pointed to one thing. Finance teams want #AI they can control, configure, and trust. No complexity. No roadblocks. Just clarity.   That is the vision behind #JustPerform and seeing it connect so quickly at FATE made this event one to remember.   Thank you to everyone who spent time with us last week.   JustPerform. For the way you work.   #insightsoftware #JustPerform #FATE2025 #FinanceTech #FinanceTransformation #CFOCommunity #NYC

If autonomous reconciliation is on your 2026 roadmap, you'll hear a lot about "trust the AI." The reality: you already trust systems you can't see inside. Your GL posts thousands of transactions overnight. Your bank reconciliation runs automatically. The question isn't whether to trust automation—it's whether you have the visibility you need to manage exceptions when they happen. Autonomous reconciliation gives you that visibility. Manual review cycles don't. See autonomous reconciliation in action on December 13th: https://bit.ly/3K76QUz