Case Study: DFP Partners scales broker-dealer reporting with Inscope

DFP Partners scales 90 broker-dealer engagements with Inscope

DFP Partners, an accounting and regulatory consulting firm, faced significant challenges in preparing audited financial statements for its numerous broker-dealer clients. Their high-volume, manual process involved error-prone Excel-to-Word handoffs, time-consuming formatting, and constant version control issues across a distributed team during a compressed busy season. To address this, they turned to Inscope for a solution.

By implementing Inscope, DFP Partners migrated 90 clients onto the platform, which provided a live sync between Excel and financial statements, eliminating manual updates. The solution featured AI-powered checks for accuracy and allowed the team to work natively in their existing Excel files. The results were a more efficient close cycle, enabling the team to handle over 90 concurrent engagements without expanding headcount and faster than the previous year. Inscope made the process more accurate and efficient, and the firm plans to roll forward all future engagements using the platform.

DFP Partners