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Shrink Planning, Reporting, & Close Cycles by 50%

What can we help you with?

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

Solutions

Connect ERPs Directly to Excel. Real-Time Data. No IT needed.

  • Export Data to Excel – Easily export real-time data from your ERP into Excel. No manual downloads or CSVs.
  • Self-Serve Custom Reports – Create reports with a drag-and-drop interface. Save reports as templates.
  • Combine sources – Combine data from all common systems. Includes GL and non-GL data.
Financial Reporting Card

Dashboards that transform data into actionable insights.

  • Customizable – Create custom reports embedded in your application. Allow users drilling into data with a few clicks.
  • Pixel Perfect – Make interactive reports your stakeholders want to use. Integrates seamlessly without clunky iFrames.
  • No Code – Build and customize dashboards with a simple online interface. No developers required.
Embedded Analytics Card

Shorten planning cycles 50% by automating FP&A.

  • Live Data – Access live data from your ERP in your dashboard or Excel. Track revenue, cash flow, and more.
  • Instant Analysis – Create accurate budgets and forecasts in minutes. Sales forecasts, workforce planning, budgeting.
  • Single Source of Truth – Get one platform for all your planning data. Access on any device. Updated in real-time.
Fpa Card

Shorten planning cycles and support continuous planning.

  • Streamlined Processes – Plan frequently and accurately by eliminating manual, spreadsheet-based processes.
  • Enhanced Decision-making – Implement rolling forecasts and scenario planning for better-informed decisions.
  • Extended Planning – Empower frontline workers to participate in the planning process to increase accuracy.
Budeting And Planning Card

Collect and analyze tax data 
to drive strategic decisions.

  • Automate Data Collection – Put real-time data at your fingertips to support analysis and strategic tax planning.
  • Forecasting & Scenarios Analysis – Forecast ETR and the impact of strategic or regulatory changes.
  • Global Tax Planning – Understand tax implications across your global footprint. Manage BEPS Pillar Two elections.
Tax Provisioning Card

Fast and accurate close and consolidation.

  • Automated Consolidation – Accelerate the close process by automating all the manual data collection.
  • Complex Scenarios – Handle complex consolidation scenarios, multiple sources, currencies, and entities.
  • Compliance – Pre-built safeguards meeting accounting standards including audit trails and access controls.
Consolidation Close Card
Integrations

Connect to 140+ ERPs and EPMs

Connect to 140+ ERPs and EPMs

Customer Stories

40%

Less Time

Julie Muller
Julie Muller Finance Manager

"I'd say we need 30 to 40 percent less time to get our work done, all thanks to Jet. Fixed assets, for example, used to take half a day; now Jet does that automatically. That's amazing.”

2 Days

Saved Every Week

Nick Stuart
Nick Stuart Corporate Controller

"The CFO and I can pull up the data and see where our cash is at any time. It’s really been a life saver, especially during these uncertain times."

70%

Less Time

Brian Meyers
Brian Meyers Controller

"It’s not just the huge amount of time that is saved; it’s also the sheer amount of information that's available at the click of a button."