Overview
Insitely integrates financial data sources like Exact Online and Yuki into a single platform, delivering transparent dashboards, P&L reports, cashflow forecasts, and aging reports. The company aims to transform financial guesswork into data-driven strategy for business owners.
In the news
- Is this figure actually correct?” An innocent question, until it takes up the first fifteen minutes of every management meeting... In many companies, the numbers do exist somewhere: in the ERP system, the accounting system, Excel and a few other tools. What is not always clear is which figure is actually correct, how it was built up and why it differs from what someone else sees on their screen. That is not unusual. A company grows, new systems are added and reporting evolves piece by piece. If much of this sounds familiar, it does
- This is the photo on my website, so it can appear here too. Last time, I wrote about an acquisition where we could not even count how many customers there were. Without customer IDs, we had to match customers from different lists manually, together with the people who knew them. This kind of work cannot be standardised. There is no button that understands the context of a deal and judges every exception correctly. That is where my M&A expertise comes in: turning complex commercial and financial data into analyses that an external
- The CFO asked how many customers the company had. That turned out to be the hardest question in the entire deal. During an international acquisition I ran the financial and commercial data analyses for the buy side. Next to the customer count, the CFO wanted to know how many of them came back and what share of revenue sat with the largest customers... Basic due diligence questions. The sales data we received had no customer ID. No other unique field either to follow a customer across the tables. What it did have: customer names.
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