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

How easily can you adapt your budgeting, reporting, and analytics to your business needs?

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Other Tools Aren’t Flexible Enough

Many budget and planning tools claim to be flexible, but in reality, leave you locked into budget and reporting structures that don’t match your business needs. This prevents you from optimizing your performance because planning models don’t reflect your true business drivers. You shouldn’t have to adapt your processes to fit the tool, the tool should adapt to you.

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Manual Processes Are Difficult to Control

Manual budget and forecast processes involve exporting data into multiple Excel spreadsheets sent back and forth between contributors and approvers. It’s easy to lose control of these time-consuming, frustrating, and error-prone processes.

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Over-reliance on IT to Manage Planning and Reporting Needs

Typical planning and reporting processes depend heavily on IT to provide the necessary data. This causes delays and prevents both you and the IT team from focusing on higher value activities.

Streamline Your Financial Processes With Planning, Reporting, and Analytics in One Place

Optimize Results with Agile Budgeting and Forecasting

Implement a robust and agile planning process to improve budgeting and forecasting accuracy and shorten cycle times. Enjoy a fast time to value thanks to the browser-based, Excel-like interface, which allows you to leverage your existing skills. 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 Business

Improve accuracy using advanced driver-based planning models to extend planning beyond finance. 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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Create Real-Time Reports Without Relying on IT

Access real-time data from your ERP system or any other data source. Create your own reports without relying on IT, using a browser-based, Excel-like interface that leverages your existing skills. Handle everything from basic financial statements to multi-company reporting with operational consolidation and currency management. Cover all your reporting needs including sales reports, cost monitoring, financial reporting, cash flow reporting, cost allocation, KPI reports, and more.

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Combine Data From Multiple Sources for Deeper Insights

Combine multiple data sources into a single source of truth, so users always have consistent information whether they are viewing a pre-defined structured report or creating an ad hoc report for on-the-fly analysis. Enable users to make informed, data-driven decisions by streamlining navigation and analysis of large volumes of data through fast and tailor-made analytics.

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Visualize and Share Your Performance Through Stunning Dashboards

Create rich, interactive dashboards—including charts, gauges, and traffic lights—that visualize your defined strategic and tactical goals, and enable your teams to see and understand your organization’s performance and results. Share easy to understand information across your organization using data visualization, scorecards, trend analysis, KPI visualization, and much more, so everyone has the information they need to do their job.

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Get Connected with
the insightsoftware Platform

Get more done by bringing all your insightsoftware applications together in one place.

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Integrates with:


  • Oracle E-Business Suite (EBS)
  • Oracle EPM Cloud
  • Oracle ERP Cloud
  • Oracle Essbase
  • Oracle Financial Consolidation and Close (FCCS)
  • Oracle Fusion
  • Oracle Hyperion Enterprise
  • Oracle Hyperion Financial Management (HFM)
  • Oracle Hyperion Planning
  • Oracle PeopleSoft
  • Oracle Planning and Budgeting Cloud Service (PBCS)
  • Oracle Tax Reporting

JD Edwards


  • Dynamics 365 Business Central
  • Dynamics 365 Finance and Supply Chain Management
  • Dynamics AX
  • Dynamics CRM
  • Dynamics GP
  • Dynamics NAV
  • Dynamics NAV C5
  • Dynamics SL
  • SQL Server Analysis Services (SSAS)



  • 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


  • Infor CloudSuite Financials
  • Infor Distribution SX.e
  • Infor Lawson
  • Infor M3
  • Infor System21
  • Infor SyteLine


  • 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


  • Aptean
  • Expandable
  • FIS
  • Onestream XF
  • Visma
  • Wolters Kluwer CCH Tagetik
  • Yardi
  • Yardi-SaaS

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