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Automate and Accelerate Your Financial Reporting

Embrace modern, automated solutions that enable fast, accurate financial reporting. Our financial reporting software solutions connect data from multiple systems, allowing you to effortlessly create and distribute reports with accurate, real-time data without the need for hard coding or programming skills. 

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What is the Best Financial Reporting Software for Your ERP System?

insightsoftware offers a range of financial reporting solutions designed to work with your ERP system. Discover a flexible solution that meets your needs and expectations.

Jennifer Carman Director of Operations
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Because we’ve added Spreadsheet Server, we’ve reduced the number of actual reports we run in MRI. We’ve cut out probably five to six reports that we used to run as additional backup because it’s all pulling from Spreadsheet Server. We no longer need the backup.

Rodney Tillinghast Corporate Controller
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“Because of easy access to the targeted transactional data like indirect cost allocations, plus support for quality checks and high level reviews, GL Wand has taken up to a week out of our management reporting process.”

Monja van Zyl Financial Manager
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“Previously, month-end reporting would take up to five days to prepare. Now it is sorted out in around two days. That’s a fantastic boost to productivity.”

Roles & Industries

Who Needs Modern Financial Reporting Software for Their Business?

Financial reporting software is essential for finance professionals across different roles and industries who want to efficiently manage their financial data and processes.

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Empower CFOs to become strategic leaders with automated financial reporting software. By automating tasks, enhancing reporting, safeguarding compliance, informing decisions, fostering collaboration, and guaranteeing data security, this software empowers CFOs to guide their organizations towards financial prosperity.

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Financial Controller

Elevate your financial control with powerful reporting software. Streamline workflows, empower your team for enhanced efficiency and accuracy, ensure seamless compliance, and gain data-driven insights to optimize financial management.

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Financial Analyst

Unlock the power of real-time data with financial reporting software. Enable financial analysts to seamlessly access, analyze, and visualize critical information, transforming data into strategic insights that drive informed decision-making.


Most ERP (Enterprise Resource Planning) systems have pre-built financial reports and a native report-writing tool. However, every organization needs to customize the pre-built reports to fit the unique way that their organization is structured and operates. Native report-writing applications tend to be rigid and require too much technical knowledge to be useful for most finance teams.

The answer is to look for financial reporting software. This purpose-built software understands your ERP’s data structures, the ins and outs of financial data, and can access live data without requiring technical know-how or IT support. Software like this puts finance teams in control of their reporting, enabling them to create refreshable, custom reports, saving time and ensuring consistent, accurate results while providing insights into the financial health and performance of the organization.

When considering financial reporting software, key features to look for include the following:

  • Data integration: The software should seamlessly integrate with your ERP system to pull financial data from various modules and departments.
  • Pre-built templates and business views: The software should offer ERPsmarts for your ERP to help get your financial reporting up and running faster and easier.
  • Customizable reporting: It should offer flexible report templates and the ability to create custom reports tailored to your business needs.
  • Drill-down functionality: The software should allow users to drill down into the underlying financial data for more detailed analysis.
  • Dashboards and visualizations: Visual representations, such as graphs and charts, can provide a clear overview of financial metrics and trends.
  • Security and access controls: Robust security features should be in place to protect sensitive financial data and limit access based on user roles.

Financial reporting software is designed to handle multi-currency and multi-company operations. It should be capable of consolidating financial data from multiple entities or subsidiaries, accommodating different currencies, and providing accurate reports in the desired currency. This functionality allows businesses operating internationally or with multiple entities to manage their financial reporting requirements effectively.

If your company has a more complex organizational structure, you will likely use a dedicated close and consolidate system to prepare your group accounts. Alongside this, you can use specialist financial reporting software, like CXO Software, to report your consolidated accounts efficiently and accurately.