The Problem
McDirmit Davis’s assurance practice handles complex financial reporting that legacy tools simply couldn't handle reliably. Their workflow of linking heavy Excel files into Word documents created a fragile ecosystem where broken links and file corruption were constant risks.
The team faced familiar pain points:
- Constant File Crashes caused by external links and circular references in Word.
- Manual Verification required by incumbent tools that lacked true AI-based footing.
- Fragmented Workflows where testing lived in CCH, but the final deliverable required unstable manual assembly.
- Risk of Disclosure Gaps relying solely on manual checklists to catch missing accounting policies.
- Inefficient Review Cycles slowed down by "disconnected" documents that didn't update dynamically.
The solution
"The best part is that you guys are such a responsive company. New features are constantly being released based directly on our feedback."
— Troy Olson, Partner, McDirmit Davis
Here’s what changed for them:
Implementation was hands-on and rapid
The firm moved quickly, rolling out the platform to the entire staff, from partners to associates, during busy season, establishing it as their new standard for deliverables.
Stable, Excel-native integration
Unlike their previous workflow, Inscope "plays nice" with Excel. The team can make changes that flow through to the financials instantly, without the risk of the document crashing or links breaking.
AI-Powered Disclosure Checklists
Inscope’s AI acts as an intelligent second set of eyes. It proactively scans financial data (e.g., identifying Long-Term Debt disclosure) and suggests missing accounting policies, catching omissions that human reviewers might overlook.
Responsive, partner-driven development
When the team identifies a need whether it’s better formatting controls or granular permissions, Inscope iterates immediately.
Automated Footing & Cross-Referencing The platform automates the ticking and tying process, eliminating the manual "tabular" checking required by other tools and freeing up senior staff for high-value review.
Outcome
Inscope enabled McDirmit Davis to level-up the financial reporting process, eliminating the technical failures of legacy tools and enhancing reporting quality through AI.
- Eliminated Version Crashes, replacing the "crash and malfunction" cycle of embedded tables in Microsoft Word with a stable, cloud-based platform.
- Proactive Quality Control, with AI agents identifying missing disclosures and policy gaps before they reach the final review stage.
- Seamless Review & Edit Cycles, allowing teams to address comments and make rapid adjustments without breaking the underlying data structure.
- 100% Staff Adoption, successfully onboarding the entire team to a single platform.