insightsoftware

Description

insightsoftware is a provider of connected solutions for finance, accounting and operations — the Office of the CFO. It lets finance teams leverage their existing systems to produce flexible reports, fast analytics dashboards and controlled budgeting inside Excel and on the web, connecting to 140+ ERP and EPM solutions and 200+ data environments through a data-virtualization platform.

The platform spans ERP reporting (pull live data from Oracle, SAP, Microsoft and 180+ other ERPs with one-click premade reports or drag-and-drop builders), accounting automation (planning, month-end close, disclosures, tax reporting and reconciliation), and data and analytics (ODBC/JDBC connectivity, embedded analytics and self-serve insights). Pre-built templates and real-time data reduce manual entry and speed up reporting.

insightsoftware includes AI capabilities branded as Lineos, plus products such as Spreadsheet Server, Jet Reports, Process Runner for SAP automation, JustPerform, Longview and Angles for SAP. Customers report significant reductions in reporting and monthly-close times. Pricing is quote-based, tailored to region, goals and technology requirements.

insightsoftware's Core Features

• No-code financial reporting across 140+ ERPs

• Live ERP data in Excel and on the web

• Fast analytics dashboards and embedded analytics

• Controlled budgeting, planning and forecasting

• Accounting automation for close, disclosures and tax

• Data virtualization connecting 200+ environments

• Pre-built templates and one-click refresh

• AI-powered insights (Lineos) for the Office of the CFO

How to use insightsoftware?

1. 1

   Connect your systems: Link insightsoftware to your ERP, data warehouse and cloud sources.

2. 2

   Choose a solution: Select ERP reporting, accounting, budgeting or analytics for your use case.

3. 3

   Use pre-built content: Run premade reports or build your own with drag-and-drop, no code.

4. 4

   Work in Excel or web: Refresh live data with one click in your preferred interface.

5. 5

   Automate and share: Automate workflows and share dashboards and insights across teams.

insightsoftware's Use Cases

• Financial reporting
• Faster month-end close
• Budgeting and planning
• SAP automation

FAQ from insightsoftware

• Which systems does insightsoftware connect to?

  It connects to 140+ ERP and EPM solutions and 200+ data environments, including Oracle, SAP and Microsoft, through a data-virtualization layer.

• Do I need to write code?

  No. It offers no-code report creation with pre-built templates, drag-and-drop builders and one-click refresh, usable directly in Excel.

• What areas does it cover?

  ERP reporting, accounting (close, disclosures, tax, reconciliation), budgeting and planning, and data and analytics.

• Does it include AI?

  Yes. AI capabilities branded as Lineos help automate repetitive tasks, uncover trends and support decision-making.

• How is it priced?

  Pricing is quote-based; you request a price tailored to your region, business goals and technology requirements.