Case Study: PatientPoint cuts month-end close by days with insightsoftware Spreadsheet Server

PatientPoint cuts month-end close by 3 days with insightsoftware

PatientPoint, a leading digital health company, faced challenges with its month-end financial close process. As the company grew, its finance team, led by Director of Financial Reporting Kwame Sarkodie, was manually exporting data from its ERP system to perform consolidations and analysis, which was slow and inefficient. To address this, PatientPoint turned to insightsoftware and implemented its Spreadsheet Server product.

The solution from insightsoftware integrated directly with Excel, eliminating manual data exports by pulling live data from the ERP. This allowed the team to streamline financial consolidations, perform deeper reconciliations, and run budget-to-actual comparisons. As a result, insightsoftware helped PatientPoint cut its month-end close time by up to three days, enabling the team to focus on more valuable analysis and process improvements.

PatientPoint