Insight Software is a company that provides financial reporting, enterprise performance management (EPM), and data analytics solutions.
Their tools are designed to help organizations improve decision-making by delivering real-time, self-service reporting, budgeting, forecasting, and operational dashboards that connect directly to ERPs, CRMs, and other business systems.
Key Focus Areas of Insight Software:
- Financial Reporting & Consolidation
- Automates financial close and consolidation processes.
- Provides accurate, audit-ready reports with real-time data.
- Budgeting, Planning & Forecasting
- Streamlines planning cycles.
- Supports agile forecasting and scenario modeling.
- Operational & Business Intelligence (BI) Reporting
- Provides actionable insights through self-service dashboards.
- Enables users to create reports without IT dependency.
- Tax & Transfer Pricing Solutions
- Automates tax reporting and compliance processes.
- Simplifies inter-company transactions and transfer pricing documentation.
- ERP & Data Connectivity
- Deep integrations with over 140+ ERPs and systems, including SAP, Oracle, Microsoft Dynamics, NetSuite, Sage, and more.
- Provides direct access to live data without data warehouse replication.
Popular Insight Software Products:
- Jet Reports (Excel-based reporting for Dynamics ERP).
- Spreadsheet Server (Financial reporting directly in Excel).
- CXO Software (Performance reporting for C-level executives).
- Angles for Oracle & SAP (Operational reporting and analytics).
Industries They Serve:
- Manufacturing.
- Healthcare.
- Financial Services.
- Retail.
- Energy & Utilities.
- Public Sector.