Blog Aptean And Insight

insightsoftware Launches Partnership with Aptean to Deliver Turnkey Financial Reporting Automation

insightsoftware’s Spreadsheet Server brings live Excel-based automation and analysis  to Aptean’s ERP customers

RALEIGH, NC – August 28, 2019 – insightsoftware, the global leader in enterprise resource planning (ERP) and enterprise performance management (EPM) reporting solutions, today announced that it has partnered with Aptean, a global provider of mission-critical enterprise software solutions. insightsoftware’s Spreadsheet Server will integrate with select Aptean ERP solutions, which are optimized for a wide range of industries, including discrete manufacturing. The partnership will bring turnkey financial reporting automation capabilities to Aptean and enhance business agility for its ERP customers, allowing them to instantly generate live reports from real-time, “drillable” financial and operational data inside of Excel, the preferred environment for most finance teams.

ERP systems are the “beating heart” of organizations, holding essential data that is key to business success. While it is easy for companies to enter data into ERP systems, extracting meaningful information remains a significant challenge. Most finance departments go through the painstaking process of exporting and manually manipulating static ERP data – often from multiple database sources – within Microsoft Excel. They repeat this time-consuming and error-prone process each time they need to run a report, which is not conducive to agile decision-making.

insightsoftware’s Spreadsheet Server eliminates this pain point, giving CFOs and other business leaders the ability to work with live ERP data inside of Excel and create reports within minutes, instead of days or even weeks. They can drill down to transaction level details to identify and resolve variances on the spot, easily merge data from multiple, disparate databases, and create and share mobile-ready visualizations of the data in a way that is easy for non-financial users to understand.

“insightsoftware’s Spreadsheet Server is a perfect complement to our ERP portfolio,” said Marianne Chikos, general manager, discrete manufacturing product group at Aptean. “The partnership augments the value of the ERP investment our customers have made, allowing them to continue to report out of Excel, the environment in which they are often most comfortable, with new levels of insight, speed, agility, and accuracy.”

With insightsoftware, customers can also report on a wide range of non-financial data from Aptean’s ERP systems. For example, discrete manufacturers can use Spreadsheet Server to automate and distribute reports on key metrics such as machine cell load, shop hours, earned paid hours, earned scheduled machine hours, second and overnight shifts scheduled machine hours, backlog reports, and year-to-date actual sales and projected sales per customer, among many others.

“With Aptean, we are expanding our network of ERP partners that serve a wide cross-section of industries, from manufacturing and municipalities to construction and oil and gas, delivering the distinct and complementary advantage of working with live data from within Excel, which is where accounting professionals start and end their day,” said Tonya Cannady, senior vice president of partnerships at insightsoftware. “And our turnkey approach to sales, service and support lets partners add this functionality overnight, increasing competitiveness and customer satisfaction.”

John Leonard, CFO of PRV Metals, said, “We were excited to hear about this partnership because it’s such an obvious fit. The ability to access financial and operational data in real time and automate key reports will allow us to quickly and easily spot changes and trends, deliver value to peers in other departments, and make decisions at the speed our business demands – all using Aptean’s ERP and Excel, two core technologies that we already own.”

Integrating with more than 130 ERPs, insightsoftware solutions fit any business or enterprise regardless of size, geographic location, or the ERP or EPM system in use, automating real-time financial data analysis. The company operates in every region of the world and serves nearly 375,000 users from more than 20,000 customers.

insightsoftware and Aptean are both backed by TA Associates, one of the world’s oldest and largest private equity firms.

About insightsoftware
insightsoftware’s financial reporting solutions are easy to install, use, analyze, and trust. With real-time integration to over 130 ERPs and EPMs, our solutions automate and accelerate financial and operational reporting processes, leaving you more time to focus on analysis and effective business decisions. With the industry’s highest customer satisfaction rate, 94 percent customer retention, and 20,000+ customers worldwide, insightsoftware is the proven choice for all your reporting needs. Visit and discover how easy it is to make business sense of your data.

About Aptean
Aptean is a global provider of mission-critical, industry-specific software solutions. Aptean’s purpose-built ERP and supply chain management solutions help address the unique challenges facing process and discrete manufacturers, distributors, and other focused organizations. Aptean’s compliance solutions are built for companies serving specific markets such as finance, healthcare, biotech, and pharmaceuticals. Over 2,500 organizations in more than 20 industries across 54 countries trust Aptean’s solutions at their core to assist with running their operations. To learn more about Aptean and the markets we serve, visit


Mariah Torpey
Three Rings Inc. (for insightsoftware)