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GET https://insightsoftware.com/demo/

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SHRINK PLANNING, REPORTING, & CLOSE CYCLES BY 50%

What can we help you with?

-- Select One -- Budgeting & Planning Close & Consolidation Automation & Data
Management Accounting & Treasury Financial Reporting Embedded Analytics Tax &
Compliance Operational Reporting & Analytics

Budgeting & Planning

Close & Consolidation

Automation & Data Management

Accounting & Treasury

Financial Reporting

Embedded Analytics

Tax & Compliance

Operational Reporting & Analytics
GET INSTANT DEMO
GET PRICING & PROMOS


SEE FOR YOURSELF WHY OVER 500K+ USERS ARE USING INSIGHTSOFTWARE

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SOLUTIONS

 * Financial Reporting
   
 * Embedded Analytics
   
 * Financial Planning & Analysis
   
 * Budgeting & Planning
   
 * Tax Provisioning
   
 * Consolidation & Close
   


CONNECT ERPS DIRECTLY TO EXCEL. REAL-TIME DATA. NO IT NEEDED.

 * Export Data to Excel – Easily export real-time data from your ERP into Excel.
   No manual downloads or CSVs.
 * Self-Serve Custom Reports – Create reports with a drag-and-drop interface.
   Save reports as templates.
 * Combine sources – Combine data from all common systems. Includes GL and
   non-GL data.

Learn More



DASHBOARDS THAT TRANSFORM DATA INTO ACTIONABLE INSIGHTS.

 * Customizable – Create custom reports embedded in your application. Allow
   users drilling into data with a few clicks.
 * Pixel Perfect – Make interactive reports your stakeholders want to use.
   Integrates seamlessly without clunky iFrames.
 * No Code – Build and customize dashboards with a simple online interface. No
   developers required.

Learn More



SHORTEN PLANNING CYCLES 50% BY AUTOMATING FP&A.

 * Live Data – Access live data from your ERP in your dashboard or Excel. Track
   revenue, cash flow, and more.
 * Instant Analysis – Create accurate budgets and forecasts in minutes. Sales
   forecasts, workforce planning, budgeting.
 * Single Source of Truth – Get one platform for all your planning data. Access
   on any device. Updated in real-time.

Learn More



SHORTEN PLANNING CYCLES AND SUPPORT CONTINUOUS PLANNING.

 * Streamlined Processes – Plan frequently and accurately by eliminating manual,
   spreadsheet-based processes.
 * Enhanced Decision-making – Implement rolling forecasts and scenario planning
   for better-informed decisions.
 * Extended Planning – Empower frontline workers to participate in the planning
   process to increase accuracy.

Learn More



COLLECT AND ANALYZE TAX DATA 
TO DRIVE STRATEGIC DECISIONS.

 * Automate Data Collection – Put real-time data at your fingertips to support
   analysis and strategic tax planning.
 * Forecasting & Scenarios Analysis – Forecast ETR and the impact of strategic
   or regulatory changes.
 * Global Tax Planning – Understand tax implications across your global
   footprint. Manage BEPS Pillar Two elections.

Learn More



FAST AND ACCURATE CLOSE AND CONSOLIDATION.

 * Automated Consolidation – Accelerate the close process by automating all the
   manual data collection.
 * Complex Scenarios – Handle complex consolidation scenarios, multiple sources,
   currencies, and entities.
 * Compliance – Pre-built safeguards meeting accounting standards including
   audit trails and access controls.

Learn More


Integrations


CONNECT TO 140+ ERPS AND EPMS



See how it works for your data source -- Select One -- Deltek Epicor Infor JD
Edwards Microsoft MRI Software NetSuite Oracle Other Sage SAP SYSPRO Viewpoint
Get a Demo


CUSTOMER STORIES

2 Days

Saved Every Week

Nick Stuart Corporate Controller

"The CFO and I can pull up the data and see where our cash is at any time. It’s
really been a life saver, especially during these uncertain times."

70%

Less Time

Brian Meyers Controller

"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 button."

40%

Less Time

Julie Muller Finance Manager

"I'd say we need 30 to 40 percent less time to get our work done, all thanks to
Jet. Fixed assets, for example, used to take half a day; now Jet does that
automatically. That's amazing.”

2 Days

Saved Every Week

Nick Stuart Corporate Controller

"The CFO and I can pull up the data and see where our cash is at any time. It’s
really been a life saver, especially during these uncertain times."

70%

Less Time

Brian Meyers Controller

"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 button."

40%

Less Time

Julie Muller Finance Manager

"I'd say we need 30 to 40 percent less time to get our work done, all thanks to
Jet. Fixed assets, for example, used to take half a day; now Jet does that
automatically. That's amazing.”

2 Days

Saved Every Week

Nick Stuart Corporate Controller

"The CFO and I can pull up the data and see where our cash is at any time. It’s
really been a life saver, especially during these uncertain times."

70%

Less Time

Brian Meyers Controller

"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 button."

 * 1
 * 2
 * 3


RESOURCES

Sample Report

MANUFACTURING KPI DASHBOARD

White Paper

TOP 10 BEST PRACTICES FOR FINANCIAL REPORTING IN EXCEL

White Paper

HOW TO BUILD USEFUL KPI DASHBOARDS

Products
 * Angles Professional
 * Atlas
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 * Certent
 * Clausion
 * Cubeware
 * CXO Software
 * Dundas BI
 * Hubble
 * IDL
 * Jet (Jet Global)
 * Legerity Financials
 * Logi Symphony
 * Longview
 * Magnitude
 * Mekko Graphics
 * Power ON
 * Spreadsheet Server
 * Tidemark
 * Viareport
 * Vizlib
 * Wands

Solutions
 * Financial Reporting
 * Business Intelligence
 * Budgeting & Planning
 * Consolidation and Close
 * Dashboards
 * Data Migration
 * Data Warehouse
 * Financial Planning & Analysis Software
 * Power BI Integration
 * Sample Reports
 * Tax
 * Transfer Pricing

Partners
 * Oracle
 * Microsoft
 * SAP
 * Oracle EBS
 * Oracle ERP Cloud
 * Oracle HFM
 * JD Edwards
 * D365 for Finance & SCM
 * Dynamics 365 Business Central
 * NetSuite
 * Deltek
 * MRI Software
 * Over 140+ ERP & EPM Systems

About
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