insightsoftware AI
AI That Handles Finance Complexity While You Shape Strategy
- Strategic Focus – Skip the routine data work and spend your time on insights that drive growth, profitability, and smart business decisions
- Quick Analysis – Get same-day analysis when executives ask tough questions, with drill-down to supporting detail and clear explanations
- Complete Records – Generate complete documentation packages so you can respond to audit requests, compliance reviews, and board inquiriesÂ
We Connect to 200+ ERPs/EPMs
Finance Challenges That Slow Down Strategic Performance
Routine Tasks Consume Strategic Time
You’re spending hours on data compilation, report formatting, and manual analysis instead of focusing on business insights, forecasting, and strategic planning that drive company performance.
Executive Requests Need Immediate Response
When leadership asks complex questions about financial performance, variances, or projections, you need accurate supporting detail quickly. Manually gathering data makes timely, confident responses nearly impossible.
Compliance & Audit Demands Never Stop
Regulatory reporting, audit requests, and compliance reviews require extensive documentation and supporting detail. Organizing and presenting this information pulls you away from value-added analysis.
Lineos AI Capabilities Built for Finance
Excel-based Reporting for Viewpoint, Yardi, Sage & More
Spreadsheet Server is easy to install and delivers fast time to value. It automates custom reports with drill-down to transactional data.
Operational Reporting for Oracle EBS and OCA
Angles Enterprise for Oracle unlocks powerful insights in your chosen BI tool. 1,800 pre-built, no-code business reports deliver actionable insights.
Operational Reporting and Distribution
Angles Professional streamlines the creation and distribution of operational insights with pre-built content for Deltek, NetSuite, Oracle EBS/Fusion Cloud ERP.
Reporting for Microsoft Dynamics BC, NAV, and GP
Jet Reports offers flexible reporting in Excel and on the web. It allows non-technical users to build reports and dashboards.
Excel Reporting for SAP ECC and S/4HANA
Wands for SAP delivers custom, refreshable, and drillable reports in minutes, with deep, built-in. SAP knowledge and financial intelligence.
Business Intelligence & Analytics
Logi Symphony is modern BI software that allows software vendors and enterprises to augment any application with AI-infused analytics
Product Information Management (PIM)
Agility PIM is an easy-to-use product information management (PIM) solution for digital and traditional commerce for consistent multichannel publishing.
SAP Financial Data Entry Automation
Process Runner GLSU automates more than 40 SAP transactions with support for large journal entries, payroll, purchase orders, etc. – without a single call to IT.
Data Automation for All SAP Modules
Process Runner provides powerful SAP data automation. It automates the movement of SAP data and bypasses error-prone, manual operations.
Operational Reporting for SAP ECC and S/4HANA
Angles Enterprise for SAP transforms critical operational data into actionable insights, with 600+ calculated fields enriching your supply chain data.
Excel Reporting for Oracle EBS
Wands for Oracle has integrated ERPsmarts that understand your users, responsibilities, security, FlrexFields, full chart of accounts, and drill-down paths.
Budgeting & Planning
Budgeting & Planning: Bizview is an integrated and scalable web-based budgeting, planning, and forecasting solution.
Strategic Financial Reporting for EPM Solutions
CXO offers web-based reporting for OLAP cubes. Connectivity with all market leading EPM solutions, enables users to create digital reports and dashboards.
SAP Central Finance Data Replication
Our SAP Solution Extension automates data integration for SAP Central Finance with transaction replication, drill down, write-back, and reconciliation reporting.
Disclosure Management and Regulatory Reporting
Certent Disclosure Management is an all-in-one system built on Microsoft Office for external regulatory reporting and internal narrative report creation.
Lease Accounting for France
Viareport Lease is a flexible, cloud-based solution for managing your lease contracts. Supports compliance with IFRS16, ANC 2020-1, and IAS17.
Advanced Analytics and Write-Back for Qlik
Vizlib unleashes the full power of Qlik Sense and Qlik Cloud with advanced visualization functionality and write-back for effective data-driven decisions.
Web Reporting for JD Edwards and Oracle EBS
Hubble shrinks close processes by up to 50% with real-time reporting, automated report distribution, and transaction drill-down capabilities.
Tax Reporting
Longview Tax enables more frequent reporting, better tax forecasting, and faster responses to ad-hoc queries improving visibility and governance.
Close and Consolidation for DACH
Close and Consolidation for DACH: IDL Konsis offers fast, reliable financial consolidation and reporting for companies with complex structures and reporting standards.
Close and Consolidation for Nordics
Clausion is an intuitive solution that automates financial consolidation. Ready-made templates simplify IFRS and GAAP compliance.
How Finance Teams Use Lineos Daily
Accelerate Variance Investigation
When quarterly results show unexpected variances in key expense categories, Lineos immediately surfaces suspicious transactions, vendor patterns, and general data anomalies, so that you can quickly determine root causes. instead of manually reviewing hundreds of transactions across multiple systems. You get a prioritized analysis of items that need attention, complete with context about why they’re flagged. This helps you complete thorough variance analysis efficiently, allowing you to focus on explaining business impact and recommending actions to management.
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Same-Day Leadership Response
When executives ask for immediate analysis of financial performance, budget variances, or forecast changes, Lineos pulls together comprehensive explanations with supporting detail and trend comparisons automatically. You can show not just what happened, but why it happened and what it means for future performance. Lineos allows you to hold a conversation so you can confidently validate present findings and handle follow-up questions.
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Build Professional Reports Fast
When you need to create detailed financial reports for board meetings, investor presentations, or management reviews, Lineos helps you build and refine professional reports with just a few clicks. Instead of starting from scratch or spending hours formatting data, you can generate comprehensive reports that include relevant charts, tables, and commentary. The AI suggests appropriate layouts and formatting based on your data and audience, so you can deliver polished financial presentations without advanced design skills or extensive manual formatting.
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Frequently Asked Questions
Lineos automates time-consuming data tasks like comparing what should vs. what actually happened, gathering documentation, and formatting reports. This frees you up for strategic analysis and business insights. We designed Lineos specifically for finance teams and understand the real challenges you face in the Office of the CFO.
We process your data securely and never share it with other customers or use it to improve AI models outside your organization. Lineos keeps your information protected with bank-level security – your inputs and outputs are kept for up to 30 days only to provide services, then removed unless legally required.
You stay in control of all financial reporting decisions. Lineos provides analysis and flags items for your review – you validate the results and make the final call.
We built Lineos on our insightsoftware Platform, which standardizes financial, business and operational data across our products. It is purpose optimized with our products in mind and with use cases specific to the office of the CFO. This means everyone on your team works with the same reliable information, so our AI can give you insights that are perfect for your actual finance work.