The Problem
Stord, a commerce-enablement leader providing high-volume fulfillment services and e-commerce technology for omnichannel brands needed to finalize its financials for audit - fast. With audit deadlines approaching, Jake Posner, who led the financial reporting process, needed a tool that wouldn’t slow him down.
The pressure was on to produce a clean, audit-ready annual financial statements efficiently - without unnecessary back-and-forth, formatting chaos, or version control issues.
The solution
Jake turned to Inscope to simplify his workflow and gain control over the financial statement preparation process. With Inscope, he was able to:
- Draft and revise confidently using track changes and version history
- Link Excel schedules directly to the document - no rework or errors from copy-paste
- Run math and consistency checks on his first draft using Inscope’s AI-powered Review Assistant
- Quickly respond to auditor comments using the version compare feature
And most importantly, Jake could manage everything himself - without chasing collaborators or toggling between tools.
Outcome
Faster turnaround. Inscope streamlined Jake’s workflow from drafting to final signoff.
Better control. Track changes and version history gave Jake and their Big4 audit team visibility and confidence.
Fewer errors. Math checks, link sync, and formatting automation helped catch small but critical issues early.
Auditor-approved. The audit team was impressed by the clean output and ease of collaboration.
“Track changes, version history, Excel linking - everything in one place made the process much easier, especially running a lean team.”
— Jake Posner, Stord