Insightsoftware

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Insightsoftware is a Data & Analytics tool that provides comprehensive solutions for financial reporting, budgeting, and operational efficiency. It connects to over 200 ERP and EPM environments, offering real-time data access and AI-powered insights.

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At a glance

Pricing

Likely Not Free

Free tier

API

Skill level

Mixed

About

What is Insightsoftware?

Insightsoftware offers a comprehensive suite of finance-owned software designed to streamline financial processes, increase accuracy, and encourage wider participation across an organization. The platform leverages existing financial systems, connecting to over 200 ERP and EPM environments, including Oracle, SAP, and Microsoft Dynamics, with pre-built content and logic. Key capabilities include flexible reporting tools, fast analytics dashboards, and controlled budgeting solutions available within Excel and on the web. With Lineos, AI powered by insightsoftware, finance professionals can gain actionable insights, automate workflows, and make smarter decisions. The tool supports various functions such as financial reporting, operational reporting, data automation, budgeting & planning, close and consolidation, equity management, tax reporting, and embedded analytics, providing real-time data access and pre-built templates for accelerated analysis.

Best used for

Ideal for finance professionals and small business owners who need to automate financial reporting, streamline budgeting and planning, and gain real-time insights from their ERP and EPM systems. Especially valuable for organizations looking to enhance data accuracy and make informed strategic decisions with AI-powered analytics.

Common actions

analyze financial data

automate reporting

streamline budgeting

gain business insights

manage financial performance

Capabilities

Key features

ERP reporting
BI dashboards
Budgeting solutions
Data automation
AI-powered insights
Real-time data access
Pre-built templates

Target Audience

accountantsmall business ownerstartup founderproduct manager

Integrations

oraclesapmicrosoftpower-biqlik

Pricing & Plans

Likely Not Free

Not publicly disclosed. Check insightsoftware.com for current pricing.

FAQs

What ERP and EPM systems does insightsoftware integrate with?

Insightsoftware connects with over 200 ERP and EPM environments, including major systems like Oracle (EBS, JD Edwards), SAP (ECC, S/4HANA), and Microsoft Dynamics (AX, F&SCM, BC/NAV/GP). It also supports various other platforms like Viewpoint, Epicor, Yardi, and Sage.

How does insightsoftware leverage AI?

Insightsoftware incorporates AI through Lineos, an AI-powered component that helps finance professionals see what matters and make smarter decisions. This includes automating workflows, providing advanced analytics, and enhancing data virtualization for actionable insights.

Can insightsoftware be used with Microsoft Excel?

Yes, insightsoftware offers flexible reporting tools and controlled budgeting solutions that can be used directly within Microsoft Excel. This allows users to leverage their existing Excel skills while benefiting from real-time data access and advanced analytics capabilities.

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Also listed in

This tool also appears in

Finance › Accounting & Bookkeeping Finance › Budgeting & Forecasting Finance › Financial Modeling Productivity & Business › Workflow Automation

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