by Jared Surganovich
Manual reporting is the most expensive task you don’t track. It’s invisible on your P&L but erodes margin, clarity, and client satisfaction. The cost? Finance teams spend over 48% of their time preparing and updating their reports, which is tens...
by Jared Surganovich
For decades, mortgage-lending institutions have operated within a well-defined, conservative framework, valuing cash, bonds, and publicly traded securities as trusted assets. But a seismic shift is underway. On June 25, 2025, the Federal Housing Finance Agency (FHFA)...
by Jared Surganovich
Introducing AI Financial Reporting: Your Virtual Financial Analyst Reach Reporting has been supercharged with AI and is now available to all users. Tired of spending hours building reports and dashboards while struggling to find significant KPIs that will impact the...
by Gunnar Ballard
In today’s fast-paced business environment, accessing and analyzing financial data is no longer a luxury—it’s a necessity. Traditional financial reporting methods rely on historical data and often fail to provide the timely insights needed to make informed decisions...
by Jared Ballard
In the evolving world of finance, accountants’ roles are changing rapidly. No longer is it enough to simply track and report on past performance. Today’s clients expect more—they want insights, predictions, and strategic advice. Integrating AI analytics into...
by Jared Surganovich
AI is a Game-Changer for Financial Professionals In today’s financial landscape, staying competitive requires more than keeping up with industry standards—it demands innovation and efficiency. AI is reshaping how financial professionals approach their work, turning...
