Services > Financial Management Services

Does your finance function help solve core problems to achieve your business objectives?

Insight Consultants provides timely, actionable insights to help you grow your business.

Services

Keeps you ahead of accounting challenges by providing the best assistance and intuitive solutions. We offer our expertise and work by your side and for you every single step of the way.

Group 1000003236

Digitized Accounting And Bookkeeping

  • Expertise on various cloud-based applications like Netsuite, Xero, Online QB, Zoho Accounting, Intacct.
  • Business Process Mapping using information and document flow approach
  • Daily process quality checks using self-regulated and customized mechanisms
  • Know-how on Add-ons and Plug-ins available to the cloud platform, relevant to client business requirements

Financial Management Capability

  • Engaging Part time CPAs, Finance Controllers remotely or on client location
  • Adapting to the client’s technology ecosystem for data management
  • Effectively using Business Intelligence Tools like Power BI, Tableau
  • Retrieving structured and unstructured data from various data repositories including SQL, Mongo DB etc.
  • Using structured tasks and process management tools for better resource optimization

Finance Consulting

  • Sensitivity analysis and Forecasting
  • Gap analysis and Financial advisory
  • Process and Workflow optimization, improvements
  • Eliminating repetitive tasks by automation
  • Technology consulting, interventions and customizations
  • Establishing POC’s with emerging technologies and third-party apps

Success Stories

CreditCore, a compliance-ensuring Loan Origination Software – Case Study

Successful  development of a compliance-ensuring  Loan Origination Software ‘CreditCore’, for client 3530Read More »

Data Analytics – a transformative step for Community Banks

Today community banks operate in an environment ripe with opportunities, accompanied byRead More »

Credit Unions, securely open your APIs for business growth

Today’s consumers are interacting with digital systems, and those digital systems areRead More »

Client testimonial

Talk to Us

Insight offers end-to-end business-technology services for any company that wants to leverage technology to solve business problems beyond “perception”

Connect With Us

Address

USA

2117 Central Drive, Suite 101,

Bedford, TX – 76021

☏ +18178067966

INDIA

No. 924, 5A Cross, 1st Block, HRBR Layout, Bengaluru, Karnataka