Still preparing financial statements in Excel?

Instantly generate US GAAP financial statements

Connect your accounting platform. Get a complete, audit-ready set of statements — with footnotes — in minutes, not weeks.

Works with the accounting platforms you already use

QuickBooksOracle NetSuiteSage
Solution

Everything you need, none of the grind

Connects to your accounting platform

No manual upload needed.

Prepares financial statements

Balance Sheet, Income Statement, Equity and Cash Flows — indirect & direct.

Generates footnotes

Auto-drafted from a footnote disclosure checklist.

Uploads prior period data

Auto-fills comparatives for every caption.

Exports to PDF, Excel or Word

Ready-to-issue format, every time.

PDFExcelWord
Workflow

From trial balance to issue-ready in three steps

Step 1Inputs

Connect

Bring in current and prior period data.

Current period trial balance

QuickBooksOracle NetSuiteSage

Prior period financial statements

PDFExcel
Step 2Intelligent. Simple.

INSI

AI maps accounts, builds statements, drafts footnotes.

US GAAP financial statements
AI-powered footnotes
Step 3Audit-ready out

Download

PDF · Excel · Word — ready to issue.

PDFExcelWord
Use cases

See INSI in action

Short walkthroughs of how INSI replaces manual workflows.

Not-for-profits (NFP)

Faster financial reporting for US Not-for-profits

Automate the manual spreadsheet work behind NFP reporting — transaction posting and reconciliations, net assets with and without donor restrictions, grant and donor reports, US GAAP financial statements, and audit support documentation.

General Ledger

From general ledger to trial balance in one click

Upload your GL Excel file — or connect your accounting platform. Classify journal entries as Important or Routine with monthly totals. Convert amounts into thousands or millions, auto-round, and adjust the net round difference. Deploy on-prem or as cloud-hosted SaaS.

Why INSI

Smart where it matters. Simple everywhere else.

Efficiency

Save 75% of prep time. Improve accuracy on every report.

User-specific customisation

Templates, mappings and disclosures tailored to how you report.

Cost

No upfront cost. No lock-in. No fixed fee. Pay per report downloaded.

No installation

Free trial

Start in five minutes — fully in your browser.

Enterprise-grade security

  • Flexible deployment — Azure Cloud or on-premises hosting.
  • End-to-end encryption — SSL/TLS for data in transit and at rest.
  • Compliance you can audit — built to the highest standards for financial reporting.

Save time for client relationships and growth

Be a reviewer, not a preparerNo more Excel strugglesNo more manual formattingNo more wasted hours
Request a demo

See INSI on your own numbers.

Tell us a bit about your team. We'll walk you through a live statement build in under 20 minutes.