Case Study: Confidential High Tech Company achieves faster, error-free external reporting with insightsoftware

Committed to innovation company-wide, this mid tier, high tech company transforms its external reporting with insightsoftware

Confidential High Tech Company, a mid‑tier technology firm that provides residential real estate appraisal and title/closing services, faced slow, error‑prone external reporting driven by manual assembly, embedded Excel corruption, version confusion, and single‑user edit limits. Seeking automation and tighter controls, the finance team selected insightsoftware and its Certent Disclosure Management product to deliver Microsoft integration, on‑premise security, and a unified connection to source data.

insightsoftware implemented Certent to build baseline financial statements and automate MD&A, press releases, and investor decks, enabling “push‑of‑a‑button” report generation, simultaneous multi‑user collaboration, and far fewer proofing cycles. The deployment eliminated the majority of manual touchpoints, ensured consistent, well‑formatted visuals, automated income/loss/gain sections, and reduced risk of errors and noncompliance—freeing time for richer narrative analysis and paving the way for XBRL/EDGARization.