Comprehensive planning and budgeting solution combined with in-depth reporting and analytics for Microsoft Dynamics and other ERP systems
RALEIGH, N.C. – March 24, 2021 – insightsoftware, a global provider of enterprise software solutions for the Office of the CFO, today announced it has completed the integration of Bizview, the company’s enterprise performance management (EPM) planning and budgeting solution for small to mid-market companies, with its market-leading Spreadsheet Server and Jet Reports financial reporting tools. Proven with customers in Europe for more than 20 years, Bizview was recently launched to customers across North America as insightsoftware continues to integrate and expand its world-class portfolio of financial solutions.
Used by the London Internet Exchange, Almondy, Dalakraft, Jardine Restaurant Group, OSM Maritime Group, and other companies across a range of industries, Bizview is a web-based EPM system that automates a company’s complete budgeting, planning, and forecasting process. With a familiar, spreadsheet-like interface and support for Excel formulas, the software provides growing organizations a simplified, user-friendly tool that produces thorough and accurate financial planning models. This results in increased team alignment and streamlined processes to drive smarter decisions from more precise data.
As companies grow, it becomes more challenging to reconcile data from a range of sources into a consolidated spreadsheet for analysis. This tedious, manual process consumes time, leads to errors, and makes collaboration and data extraction difficult. Bizview’s seamless integration with Spreadsheet Server and Jet Reports powers in-depth reporting and analytics capabilities for performing variance analysis, improving budget and forecast accuracy, and responding quickly to changing market dynamics.
Pulling data from any Microsoft Dynamics module using Jet Reports or other ERP systems through Spreadsheet Server, the Bizview integration provides considerable benefits to customers:
- Shorter reporting cycles – automatically combine plan and actual data in one report to accelerate time-critical processes, such as period end closing or budget vs. actual reporting.
- Speed up variance analysis – drill down into granular data at the transaction level to streamline workflow and provide more accurate reforecasting based on variances and scenario planning.
- More detailed planning – create reports that automatically track financial and operational plans for a deeper understanding and analysis of the plan-to-actual process, without requiring IT intervention.
“For too long, small to mid-sized companies have been limited in their financial planning by time-consuming data collection and manual analysis of data, limiting their ability to analyze and respond to market changes and new opportunities,” said Jim Triandiflou, CEO of insightsoftware. “The integration of Bizview with Spreadsheet Server and Jet Reports is a complete game-changer and gives our customers a unique solution for agile planning, budgeting, and financial reporting regardless of the ERP system they are using.”
The new integrations are available now to Bizview customers using either Spreadsheet Server or Jet Reports at no additional cost.
insightsoftware is a leading provider of financial reporting and enterprise performance management software. We enable the Office of the CFO to connect to and make sense of their enterprise data in real time so they can proactively drive greater financial intelligence across their organization, which is how best-in-class finance teams operate. Over 25,000 organizations worldwide rely on insightsoftware’s portfolio of best-in-class reporting, analytics, budgeting, forecasting, consolidation, and tax solutions to provide them with increased productivity, visibility, accuracy, and compliance. Visit insightsoftware.com for more information.