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See for yourself why over 500K+ users are using insightsoftware


Less Time

Julie Muller
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
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."


Less Time

Brian Meyers
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."

Are you in control of your planning,
budgeting, and forecasting processes?

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Your Planning Process is Inflexible and Inaccurate

Does your current process require a significant amount of manual effort? This results in long planning cycles, localized documents, and decreased data accuracy, leading to increased costs and missing revenue targets.

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Lack of Consolidated End-to-End Visibility

Growing organizations often suffer from fragmented and siloed planning data along with the inability to efficiently coordinate operational and financial planning across departments. This delays processes, introduces copy-and-paste errors, and creates business inefficiencies.

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Missed Opportunities for Strategic Growth

Is your planning process set up for long-term success? When teams are unable to model and test scenarios to best forecast sales, cashflows, etc., you run a risk of missing opportunities for strategic growth. This inability to accurately locate data (such as working capital) leads to business inefficiencies.


Simplify Your Planning, Budgeting, and Forecasting Process to Get to the Right Decisions Fast

Shrink Planning Cycles and Improve Team Productivity

Implement a robust and agile planning process to improve budgeting and forecasting accuracy and shorten cycle times. Create a single source of truth that is always up to date and available any time, on any device. Automate all your tasks, requests and workflows to reduce planning cycles and improve team productivity. Continuously monitor and update your forecasts throughout the year for greater insight and increased agility. Adopt a repeatable, standardized process that easily updates to reflect any changes in your ERP system, while maintaining a full audit trail. Create models that reflect how your business works by building any type of form, supporting top-down, bottom-up, zero-based, and hybrid budgeting models.

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Develop Accurate, Integrated Plans Across Your Entire Organization

Integrate planning across departments for greater accuracy and strategic impact. Extend planning to other business areas using driver-based planning and advanced forecasting models for greater accuracy. Enable frontline workers who understand your core business best to participate in the planning process. Create sales budgets, production budgets, cost budgets, employee budgets, project budgets, purchase budgets, sales forecasts, cash flow forecasts, workforce planning, occupancy planning, high-level production planning, FTE planning, purchase planning, and much more.

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Scale and Adapt to Your Growing Business Needs

Easily scale your solution by adding more users, additional entities, and new planning areas, without requiring technical expertise. Streamline communication and collaboration across your organization with integrated workflows, analytics, and dashboards. Gain more control with built-in multilevel approvals and workflows that allow you to track the planning process without having to chase users back and forth through email. Boost productivity and reduce errors with powerful spread rules, system-proposed forecasting based on actuals and other variables, and automatic consolidation of data.

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Consolidate Your Planning and Reporting

Create insightful reports and dashboards to handle everything from basic financial statements to multi-company reporting with operational consolidation and currency management. Combine actuals with budgets and forecasts so you can make the right decisions, fast, across your organization. Bridge the gap between financial and operational details, and drill into variances and commentaries to quickly identify anomalies and uncover the root cause.

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Get Up and Running Fast

Leverage prebuilt connectors and content to get up and running fast. Easily configure forms, reports, and dashboards to tailor your solution as needed along the way. Enjoy a fast time to value thanks to the intuitive, browser-based, Excel-like interface that builds on your existing skills.

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Respond to Change with Flexible, Ad Hoc Excel-Based Reporting

While markets remain volatile, FP&A teams are under pressure to respond quickly and provide business leaders with the insights they need to make critical decisions. Adding Spreadsheet Server (or Jet Reports for Microsoft Dynamics customers) alongside Bizview gives you the ability to quickly create custom reports in Excel that combine plan and live actuals and allow you to drill down to granular ERP data. This increases your business agility by allowing you to get fast answers to ad hoc questions so you can adapt quickly to changing events.

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Ready to go beyond Budgeting & Planning?

Bizview is one of insightsoftware's unified, modular applications. Select the capabilities you need across budgeting & planning, controllership, and reporting to get more done with less risk by bringing all your insightsoftware applications together in one place.

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Integrates with:



  • Deltek Ajera
  • Deltek Maconomy
  • Deltek VantagePoint
  • Deltek Vision
  • Deltek Vision Cloud


  • Viewpoint Spectrum
  • Viewpoint Vista

MRI Software

  • MRI Commercial Management
  • MRI Financials
  • MRI Horizon
  • MRI Horizon CRE
  • MRI Qube Horizon
  • MRI Residential Management


  • Epicor CMS
  • Epicor Enterprise
  • Epicor iScala
  • Epicor Prophet 21


  • Sage 100
  • Sage 100 Contractor
  • Sage 200
  • Sage 300
  • Sage 300 CRE (Timberline)
  • Sage 500
  • Sage 50cloud Accounting
  • Sage AccPac
  • Sage Adonix Tolas
  • Sage Estimating
  • Sage Intacct
  • Sage MAS
  • Sage X3
4 Things To Look For In A Financial Planning Solution

4 Things to Look for in a Financial Planning Solution

As companies continue to invest in so many areas of the business, why is it that budgeting and planning processes remain manual and stale?

Companies are confronted with a number of choices when it comes to investing in the right reporting tool. Do I choose a solution that’s real-time and ERP integrated, or staged? What types of input do I care about seeing? Who do I involve in the process? Does this solution have the flexibility for newer methodologies like driver-based modeling, continuous planning, and integrated business planning? These are the right questions to be asking when choosing the best reporting solution to fit your needs, but do you really know what to look for? Make sure you clearly define all of your needs and the benefits of each tool to ensure that you choose the reporting solution that addresses them most efficiently.

Download this whitepaper for an inside look at:

  • Consolidating your data to take a one system approach
  • Using reporting to make your business more agile
  • The total cost of ownership for planning solutions and how to see benefits
  • The importance of focusing on ERP integration

Work with the #1 FP&A Solution Provider for ERPs and EPMs

Coop Sorvest

With Bizview, the time spent on budget preparation has been significantly reduced. In addition to that, the quality of input has greatly improved.

Coop Sorvest Pål Sonesen Controller at Coop Sørvest View Customer Story

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