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Navigating Banking and Insurance With Longview Tax

Insight Software

To stay afloat during these turbulent times, it is important to maintain confidence in your data and effectively and efficiently respond to ongoing audits. A recent survey by Ernst & Young found that 87% of banking and capital markets respondents said they are changing their tax and finance operating models.

Banking 52
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How Technology Helps CFOs Make Lightning-Fast Finance Decisions

Insight Software

We were delighted to be joined by our client, Savings Bank Life Insurance (SBLI), to discuss the evolution of The Office of the CFO and how technology can support better decision making. One of the main things we’ve done recently is implement OCR technology for scanning our invoices.

Finance 52
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4 Reasons Broker Flexibility is a Must For Equity Management

Insight Software

Being saddled with high financial penalty from the platform owner or get bogged down in time consuming data exports to a new system, including the costly implementation of new software. Consider the cost of implementation, or in this case, the cost of re-implementing new software every time you want to switch to a new broker.

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The Financial Close Process

Insight Software

Companies that consistently close fast and clean only get that done by implementing the right tools and methods. Bank account information. Bank statements including loan and credit card statements. Cross-check invoices and bank statements for accuracy. Record all: Banking and financial fees. Download Now.

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Introductory Guide to Business Cash Flow Planning

Insight Software

At the beginning of the month, you record in your bank account that you have $175,000 cash on hand. But you may have to juggle things or try to get some of those orders done sooner so you can have enough money in the bank instead of a negative balance. Bank Reconciliation. Why is Business Cash Flow Planning Important?

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Make Faster, More Accurate Forecasts with Automation

Insight Software

Runaway inflation, rising interest rates, and recent bank failures have finance leaders on edge and looking for ways to shore up their defenses as recession becomes more likely. The last couple of years have been volatile for the finance industry.

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2023’s Top Trends for Finance Teams in Europe, the Middle East, and Africa

Insight Software

Similarly, in a survey conducted by PwC , 75% of CFOs in the EMEA region stated that they were concerned about the lack of specialized skills in their finance teams, particularly in areas like data analytics and financial modeling.

Finance 52