https://insightsoftware.com
insightsoftware - Financial Reporting, BI, Budgeting & EPM Software
Finance-owned software that leverage your existing financial systems to speed-up processes, increase accuracy,and encourage wider participation. Flexible reporting tools, fast analytics dashboards, and controlled budgeting solutions inside of Excel and on the web. Connect with 140+ ERP & EPM solutions to get the data you need in the way you want it.
insightsoftware - Financial Reporting, BI, Budgeting & EPM Software Skip to content | Products ERP Reporting ERP Reporting Oracle Angles for Oracle Reporting for Oracle EBS & OCA Angles Professional Reporting for mid-sized organizations Wands for Oracle Excel reporting for Oracle EBS Hubble Web reporting for JD Edwards & EBS SAP Angles for SAP Reporting for SAP ECC & S/4HANA Wands for SAP Excel reporting for ECC and S/4HANA Process Runner Automation for all SAP modules Microsoft Atlas Excel reporting for Dynamics AX/F&SCM Jet Analytics Data warehouse automation for Dynamics Jet Reports Excel reporting for Dynamics BC/NAV/GP All ERPs Spreadsheet Server Excel reporting for over 140 ERPs FXLoader Automated currency rate management Business Intelligence Power ON Supercharge Power BI with Planning and Write Back Vizlib Analytics and Write-back for Qlik Fiplana Greater Financial Planning & Analysis in Qlik is Here Accounting Accounting Plan, Close & Disclose JustPerform All-in-one financial performance companion Account Reconciliation Virtual Teammate for Automated Reconciliation Certent Disclosure Management Regulatory & narrative reporting Other Trusted Applications Tax Reporting Longview Tax Tax management, CbCR & BEPS Pillar 2 Longview Transfer Pricing Monitor transfer pricing execution Equity Management Certent Equity Management For brokers & public/private companies Lease Lifecycle Management LeaseAccelerator Lease lifecycle automation software EZLease Lease accounting software EZLease Lessor Lessor accounting software PureLease Competitive lease bidding platform Real Estate Manager Real estate portfolio management platform Viareport Lease Complete lease lifecycle automation Data + Analytics Data + Analytics Data Connectivity Simba Intelligence Enterprise Data for AI Simba Connect Unified Data-Access API Simba Drivers ODBC/JDBC drivers for data sources Simba SDK Toolkit for custom driver development Simba Managed Services Outsourced custom driver development Data Management Agility PIM Product information management Kalido MDM & DIW solutions Data Visualization Logi Symphony Embedded analytics and BI for ISVs Logi Report Server-based, pixel-perfect reporting Integrations ERP Oracle SAP Microsoft Viewpoint Epicor Yardi Sage 140+ ERPs & EPMs Modern Cloud Data Sources BI & Analytics Power BI Qlik Resources Resources Webinars Case Studies Videos White Papers Blog Brochures Encyclopedia Newsroom View All Spotlight Connect Your Business Planning with insightsoftware Watch now Global Tariff Management Financial Reporting Analytics Resources Embedded Analytics Pillar 2 and Longview Pricing Blog Contact About Corporate Overview Our Technology Lineos, AI powered by insightsoftware Work With Us Careers Our Customers Newsroom Become a Partner Our Partners Partner Portal Support Customer Success User Community Product Support Education Services Professional Services ENFRDEESSVFI Get Instant Demo Connected Solutions for the Office of the CFO insightsoftware is the most comprehensive provider of solutions for finance, accounting, and operations. With Lineos, AI powered by insightsoftware, finance professionals can see what matters and make smarter decisions. Get Instant Demo Get Pricing & Promos 4.5 4.5 The insightsoftware Platform Your data, connected. When and where you need it. From every major ERP, data warehouse, modern data stack, and cloud vendor, we connect to 200+ environments with pre-built content and logic for your business. Our platform is an AI-enabled integrated solution for the Office of the CFO built on an advanced data virtualization layer. Get Instant Demo Learn More Finance Financial Reporting Operational Reporting Data Automation Budgeting & Planning Forecasting BPM CPM FPM EPM xP&A insightsoftware streamlines financial processes with intuitive solutions, enabling accurate planning, reporting, and analysis for informed decision-making. Learn More Accounting Close and Consolidation Equity Management Tax Reporting Disclosure Management ESG EPM Tax Provisioning Transfer Pricing Regulatory Reporting Management Reporting Our solutions give you reliability and up-to-date visibility to support compliance and strategic decisions on everything from your day-to-day accounting needs to developing long-term financial strategy and policies. Learn More Data + Analytics Data Connectivity Data Management Data Visualization Data Connectivity Data Drivers Reporting xP&A Product Information Management Gain actionable insights with our BI, embedded analytics, data integration, and data management solutions that unleash the power of data and analytics for everyone, anywhere. Learn More Actionable Business Strategy Begins & Ends With Accessible Financial Business Operational Data Automated Workflows Free up time and minimize errors by automating routine data workflows. Focus on strategic analysis and insights, not manual data entry. Pre-Built Templates Accelerate reporting and analysis templates designed for common ERP use cases. Ensure consistency across reports and dashboards. Real-Time Data Access real-time data within applications. Eliminate static reports and gain immediate visibility into performance to drive decision-making. See for yourself why 500K+ are using insightsoftware to draw instant data insights, react swiftly to market changes, and outpace their competition I’m a big fan of Jet Reports. I tell everybody Jet Reports is the best tool we’ve ever had for the company. If you don’t… Christian Ortmann CEO "It’s not just the huge amount of time that is saved; it’s also the sheer amount of information that's available at the click of a… Brian Meyers Controller Jet Reports has changed the way we do business, and today, most of our team cannot imagine going back to the old ways of doing… Laura Martinez ERP Project Manager See Us In Action Get Insights Faster Focus on what matters. Our open business data fabric unlocks insights quickly with pre-built views for popular ERPs. Translate complex ERP data into clear reports and dashboards. Share insights from your finance, accounting, and operations applications. Analyze data faster and make smarter decisions. Free your IT team. Unlock new possibilities. Get Instant Demo Resources To Help You Drive an Actionable Business Strategy Finance Accounting Data & Analytics Research Report The State Of Operational Reporting in 2023 Demand for operational reporting is rising. Over the past year, IT decision-makers experienced an increase in operational reporting… Download Research Report White Paper Top 10 Best Practices for Financial Reporting in Excel From financial statements to annual reports, accurate reporting is essential to the livelihood of your business. Microsoft Excel is one… Download White Paper White Paper How to Compare Reporting & BI Solutions Reporting and Business Intelligence (BI) solutions begin and end with data—not just how the data are collected, but also how… Download White Paper Webinar Financial Reporting, Budgeting, and Planning Trends for 2023 Economic challenges like rising inflation and interest rates make it harder for businesses to make long-term decisions. To address this,… Download Webinar Webinar Embrace Continuous Planning To Adapt To Continuous Change The world is undergoing rapid and continual change. Now more than ever, finance teams need to stay agile to help… Download Webinar Dashboard Strategic Planning KPI Dashboard After strategic planning comes execution, and that’s where things get tricky. The best laid plans can quickly go off the… Download Dashboard Webinar Navigating the Future: Generative AI, Application Analytics, and Data Generative AI is upending the way that product developers and end-users alike are interacting with their data insights. Despite the… Download Webinar Webinar Vizlib Collaboration Ep.3 – Unleash Business Value Save April 17th in your calendar for Episode 3 in our Vizlib Collaboration series. In episodes 1 and 2 we… Download Webinar View All Resources SPZ Inquiry (Sales) What to expect 20-minute discovery call with a product expert Discover which solutions are best suited for your needs Live demo tailored to your business requirements No high pressure sales pitch "*" indicates required fields EmailThis field is for validation purposes and should be left unchanged. This field is hidden when viewing the form Interested in Financial Reporting Interested in Business Analytics and Dashboards Interested in Data Warehousing/BI Cubes Interested in Multiple Companies/Databases Consolidation Interested in Report Sharing and/or Scheduling Interested in Power BI This field is hidden when viewing the formHow Can We Help?*-- Select --Sales GenericPricingDemoDemo and PricingPurchaseFree TrialFree Trial RequestContactPartnership RequestAccount Review Business Email* First Name* Last Name* Phone Number* Company Name* What Best Describes You? Prospective Customer Current Customer Partner This field is hidden when viewing the formDo you resell software? Yes No Job Title This field is hidden when viewing the formIndustry Primary Financial System-- Select One --DeltekEpicorInforMicrosoftMRI SoftwareOracleOracle JD EdwardsOracle NetSuiteOtherSageSAPSYSPROViewpoint Financial System Version-- Select One --24SevenOfficeA+AAROAccountEdgeAccounting CSAccountmateAcumaticaAlereAnaplanApteanAssistASWAurora (Sys21)AxionAxisBAANBannerBlackbaudBlueLinkBook WorksBPCSCayentaCCHCDK GlobalCedAr e-financialsCGI AdvantageClarusCMiCCMS (Solarsoft)CodaCoinsColleagueCPSICSC CorpTaxCustomCYMADACData WarehouseDatatelDATEVDavisware Global EdgeDavisware S2KDeacomDeltek AjeraDeltek ComputerEaseDeltek CostPointDeltek MaconomyDeltek VantagePointDeltek VisionDeltek Vision CloudDPNDynamics 365 Business CentralDynamics 365 Finance and Supply Chain ManagementDynamics AXDynamics CRMDynamics GPDynamics NAVDynamics NAV C5Dynamics SLe5eCMSEden (Tyler Tech)EmphasysEntrataEpicor AvanteEpicor BisTrackEpicor CMSEpicor EnterpriseEpicor Epicor SLSEpicor iScalaEpicor KineticEpicor LumberTrackEpicor Manage 2000Epicor Prophet 21Epicor TroposEtailExpandableFAMISFamous SoftwareFernFinancialForceFireStreamFISFiServFlexiFortnoxFoundationFourth ShiftFriedmanFull CircleGEMSHarris Data (AS/400)HCSHMSIBM Cognos TM1IBSIBS-DWIn-House DevelopedIncodeINFINIUMInfor CloudSuite FinancialsInfor Distribution SX.eInfor Financials & Supply ManagementInfor LawsonInfor M3Infor System21Infor SyteLineInfor XLIQMSiSuiteJack HenryJenzabarJobBOSSJonas ConstructionM1MacolaMACPACMade2ManageMAMMAM AutopartManmanMapicsMcLeodMEDITECHMFG ProMicrosOperaMIPMitchell HumphreyMovexMRIMRI Commercial ManagementMRI FinancialsMRI HorizonMRI Horizon CREMRI Qube HorizonMRI Residential ManagementMSGovernMunis (Tyler Tech)New World SystemsOnesiteOnestream XFOpen SystemsOracle E-Business Suite (EBS)Oracle EPM CloudOracle ERP CloudOracle EssbaseOracle Financial Consolidation and Close (FCCS)Oracle FusionOracle Hyperion EnterpriseOracle Hyperion Financial Management (HFM)Oracle Hyperion PlanningOracle PeopleSoftOracle Planning and Budgeting Cloud Service (PBCS)Oracle Tax ReportingPDIPentaPlexxisPowerOfficePRMSPro ContractorProLawQ360QADQuantumQube HorizonQuickBooks Desktop PremierQuickBooks Desktop ProQuickbooks EnterpriseQuickBooks OnlineQuorumRealPageREST APIRetalixRossSage 100Sage 100 ContractorSage 200Sage 300Sage 300 CRE (Timberline)Sage 500Sage 50cloud AccountingSage AccPacSage Adonix TolasSage EstimatingSage IntacctSage Intacct Budgeting & PlanningSage MASSage X3SAP BPC (HANA, MS or Netweaver)SAP Business ByDesignSAP Business One (B1)SAP Business Warehouse (BW)SAP ERPSAP ERP Central Component (ECC)SAP S/4HANASmartStreamSpokaneSpringbrookSQL Server Analysis Services (SSAS)Standalone DB with ODBC/DSN connectionStandalone IBM DBStandalone Oracle DBStandalone SQL DBSUNSunguardSunSystemsSys21SyteLineTAM (Applied Systems)Thomson Reuters TaxTimberlineTIMELINETraverseTripleTexUnit4Unit4 AgressoUnit4 Business WorldUnit4 CodaUSL FinancialsVadimVAI-System 2000VantageVertexViewpoint SpectrumViewpoint VistaVismaWinshuttleWolters Kluwer CCH TagetikWorkDayXeroxLedgerXperiaYardiYardi-SaaS This field is hidden when viewing the formArea of Interest-- Select One --Accounting & TreasuryAutomation & Data ManagementBudgeting & PlanningClose & ConsolidationEmbedded AnalyticsFinancial ReportingOperational Reporting & AnalyticsTax & Compliance This field is hidden when viewing the formCurrent ERP Implementation Partner Product of Interest-- None --Agility PIMAnglesAngles for Oracle- Reporting for OracleAngles for SAPAngles ProfessionalAtlasBizNetBizviewCalumoCertent- Certent Disclosure Management- Certent DisclosureNet- Certent Equity ManagementClausion Consolidation- TabellaCubewareCXODundas BIESGEvent 1 SoftwareExagoEZLease- EZLease LessorFiplanaFXLoaderHubbleIDL- IDL Cockpit- IDL Designer- IDL Forecast- IDL Konsis- IDL PublisherIzendaJet- Jet Analytics- Jet Basics- Jet ReportsJustPerform- Account Reconciliation- Budgeting & Planning- Close & Consolidation- Disclosure ManagementKalidoLease ControllerLeaseAcceleratorLegerity Financials- FastPostLineosLogi ComposerLogi InfoLogi ReportLogi SymphonyLongview- Longview Analytics- Longview Close- Longview Plan- Longview Tax- Longview Transfer PricingMekko GraphicsPower ON- Power ON Budget PlannerProcess Runner- Financial Optimization for SAPProcess Runner GLSUPureLeaseReal Estate ManagerSimba- Simba Drivers- Simba Managed Services- Simba SDKSimba ConnectSimba IntelligenceSourceConnectSpreadsheet ServerTidemarkViareport- Viareport Consolidation- Viareport LeaseVizlibWands- Wands for Oracle- Wands for SAPWrite! 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