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insightsoftware

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Suite of financial reporting, BI, budgeting and EPM tools that connect to 140+ ERPs for finance teams' close, planning and disclosure.

What it does

insightsoftware is a vendor of financial reporting, business intelligence, budgeting and enterprise performance management software. Its products connect to over 140 ERPs (Oracle, SAP, Microsoft Dynamics and more) to power Excel and web reporting, planning, account reconciliation, tax and lease accounting, and embedded analytics for finance teams.

How to use: Users can connect insightsoftware to their existing ERP and EPM systems to streamline financial processes, automate workflows, and gain real-time data access. The platform offers pre-built templates and an AI-enabled integrated solution for the Office of the CFO.

Core features

Excel and web ERP reporting (Spreadsheet Server, Wands, Jet)
Financial planning and budgeting
Account reconciliation and financial close
Tax, transfer pricing and disclosure management
Embedded analytics for ISVs (Logi)
Connectors for 140+ ERPs

Best for

→Automating financial and management reporting
→Budgeting and financial planning
→Month-end close and reconciliation
→Regulatory and tax reporting
→Lease accounting
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