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deFacto Planning for Insurance

deFacto Planning for Insurance

Financial reporting in the insurance industry is complex with Statutory, GAAP, management, and many other reporting requirements. Manually pulling data from many sources and aggregating it in excel can be time-consuming and lead to errors.


Questions from auditors, validating financials, and related research only further compounds these problems, and stress the importance for clear and quick results.


deFacto Planning for insurance will reduce your monthly and annual reporting time, and any uncertainty around the results.


Budgeting and planning processes require coordination between management and all departments, which is challenging to accomplish with a decentralized product.


See how deFacto allows for seamless cross-enterprise coordination and superior financial planning.

Experience the deFacto Difference

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