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4 Reasons Broker Flexibility is a Must For Equity Management

Insight Software

This long-term relationship is known as broker “lock-in” and has the potential to cost you dearly in the long-run. If you experience poor service from your broker or market conditions demand you switch, a broker agnostic equity management platform will greatly reduce the cost and effort involved. Not cost burdens down the road.

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What is Account Reconciliation?

Insight Software

With regular bank account reconciliation, businesses can identify and rectify errors promptly, reducing the risk of financial misstatements and fraud. Bank reconciliation involves reconciling cash accounts using bank statement reconciliations. Reconciliation is also crucial for effective cash management.

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The Financial Close Process

Insight Software

Bank account information. Bank statements including loan and credit card statements. Income and expense account information. Expense receipts and supplier invoices. These include revenue and expense accounts. Cross-check invoices and bank statements for accuracy. Record the Month’s Expenses.

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CFO Panel: Generating Value in a Post-Pandemic Market

Insight Software

Peter van Tiggelen: There’s a lot more scrutiny around cost and the capital deployed on the ROIs of the investments we are making. Now that there’s the realization out there that big banks are cutting people, the realization that all the big tech companies are cutting people, we see a new normal in place.