insightsoftware Platform:
Unlock the Potential of Your Financial Data
Access the breadth and depth of capabilities you need to maintain a competitive edge
Break Down Silos and Gain a Unified View of Your Entire Organization
The insightsoftware Platform is your one-stop shop for all your reporting, analytics, and performance management needs. Built on an open business data fabric that integrates more than 200 data sources, it seamlessly connects finance, accounting, and operations applications. It eliminates data silos and gives you the agility to make data-driven decisions from a single source of truth.
Unlock Insights, Simplify Management, Drive Value
See More, Do More, Know More
The insightsoftware Platform empowers business users across your organization to access and analyze financial and operational data in real-time. This improves decision-making at every level and eliminates discrepancies and confusion.
- Connected applications: Data seamlessly flows between finance, accounting, and operations applications to provide a single, consistent view of your entire organization.
- Common experience: Effortlessly navigate between applications with a consistent user experience.
- Faster insights: We understand your data, its intricacies, and how to unlock its true value. Leverage pre-built templates and reports for immediate insights and confident decisions.
- Easy onboarding: Utilize role-based, in-app guidance for a smooth learning curve.
Simplify Management,
Maximize Efficiency
The insightsoftware Platform gives administrators centralized control over user management, security, and data connections for all applications.
- Shared connectivity: Seamlessly share data connectivity and business logic across applications. Eliminate silos and streamline workflows.
- Centralized security: Effortlessly provision users, manage security settings, and control access from a single location.
- Simplified deployments: Get up and running quickly with pre-built, ERP-specific templates and business logic.
- Reduced IT burden: Free up IT resources from managing multiple point solutions.
- Scalability for future growth: The modular Platform scales with your business needs, so you’re always ready for what’s next.
Deliver Exceptional Value,
Strengthen Client Relationships
Provide exceptional service to your customers with a one-stop shop for managing all insightsoftware applications.
- Simplified customer management: Allocate licenses, track usage, and identify training needs with ease.
- Streamlined support: Seamlessly switch between customer accounts to provide efficient support.
- Deepen client relationships: Empower your customers to achieve success faster with the power of the Platform. Enhance your relationships and solidify your position as a trusted advisor.
Mix and Match Applications to Unlock a World of Possibilities
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.
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.
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.
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.
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.
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.
Tax Reporting
Longview Tax enables more frequent reporting, better tax forecasting, and faster responses to ad-hoc queries improving visibility and governance.
Operational Transfer Pricing
Longview Transfer Pricing connects your enterprise strategy and tax policy with transfer pricing execution, enabling modernization with lower risk.
Close and Consolidation for North America
Longview Close provides end-to-end financial close and consolidation for large enterprises with complex business environments and multiple data sources.
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.
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.
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.
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.
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.
Clausion Consolidation
Clausion is an intuitive solution that automates financial consolidation. Ready-made templates simplify IFRS and GAAP compliance.
Unmatched Capabilities to Power Your Finance Transformation
Effortless Data Integration and Access
insightsoftware’s open business data fabric is the foundation of our Platform. It provides a single source of truth, built on top of business context and logic for all your financial and operational data needs:
- Connect to more than 200 environments from leading ERPs, data warehouses, modern data stacks, and cloud vendors. Bring together real-time information into a holistic view.
- Forget deciphering complex schemas. We’ve spent years building the industry’s deepest understanding of business data structures, seamlessly translating their language for effortless data access, regardless of the source.
- Choose from more than 1,000 pre-built business views designed with financial concepts and workflows in mind. By not needing to build and maintain them yourself, you save countless hours and resources.
- When your source data structure changes, nothing breaks. Our views are designed to adapt automatically, saving you time and frustration
Unmatched Breadth and Depth of Capabilities
Many finance teams struggle with a patchwork of systems from different vendors, which hinders efficiency and makes it hard to glean insights. The insightsoftware Platform addresses this with a modular approach that eliminates data silos and delivers both the breadth and depth of capabilities required by the Office of the CFO:
- A comprehensive portfolio of applications integrates seamlessly within the Platform, providing solutions for budgeting and planning, consolidation, reporting, tax, compliance, data visualization, and more. Eliminate the need for multiple vendors and integrations.
- Each application offers a rich feature set designed to address specific finance, business, and operational challenges. Dive deep into granular details or consolidate for a high-level view.
- Choose the applications you need today and easily add more as your organization grows. The Platform scales with your business, so it is always right-sized for your current needs.
AI-Powered Insights for Faster,
Smarter Decisions
Unleash the full potential of Generative AI in finance and operations. Boosting productivity, uncovering hidden opportunities, and compensating for skills shortages goes beyond algorithms and processing power. Meaningful insights require context.
- insightsoftware’s open business data fabric standardizes financial, business, and operational data, creating a consistent understanding across your organization. This empowers AI to generate insights directly relevant to your business needs, like analyzing cash flow patterns and uncovering hidden liquidity opportunities.
- Our AI services are implemented and accessible through the insightsoftware Platform. These services can be quickly rolled out to any relevant application as needed, so you get consistent, contextual insights faster, driving superior results across all your insightsoftware solutions.
The insightsoftware Platform
Your data, connected. When and where you need it. From every major ERP, data warehouse, modern data stack, and cloud vendor, we connect to 200+ environments with pre-built content and logic for your business. Our platform is an Al-enabled integrated solution for the Office of the CFO built on an advanced data virtualization layer.