Insightsoftware is a global provider of financial reporting, budgeting, and business intelligence (BI) software, built to integrate seamlessly with ERP systems. Designed to serve finance teams, executives, and IT professionals, Insightsoftware empowers organizations to gain real-time visibility into their financial and operational performance.
Supporting over 32,000 customers worldwide, Insightsoftware offers more than 80 purpose-built solutions that automate reporting, streamline compliance, enhance budgeting, and simplify complex financial processes. Its tools work with major ERP systems like SAP, Microsoft Dynamics, NetSuite, Oracle, Sage, and many more, helping companies improve decision-making while reducing reliance on IT.
Whether you’re creating monthly reports, forecasting revenue, or maintaining financial compliance, Insightsoftware provides the tools to do it faster, more accurately, and with less manual effort.
Features
Insightsoftware provides a wide range of features designed to meet the needs of finance and operations teams:
ERP-Integrated Reporting: Connects directly to more than 140 ERPs to enable real-time, refreshable financial reporting in Excel, web, or cloud environments.
Automated Financial Close: Reduces the time and effort needed to complete period-end closing through automation and task tracking.
Budgeting & Forecasting: Offers intuitive, collaborative planning tools to help teams build and manage rolling forecasts, annual budgets, and what-if scenarios.
Dashboard & Analytics Tools: Visualize KPIs, financial trends, and operational metrics using customizable dashboards.
Consolidation & Compliance: Handles complex multi-entity consolidations and regulatory reporting with audit-ready accuracy.
Self-Service BI: Empower finance professionals to generate and modify reports without coding or IT involvement.
Excel and Web-Based Interfaces: Familiar spreadsheet environment with enterprise-grade reporting power.
Real-Time Data Access: Ensure up-to-date decision-making with live connections to source systems.
Security & Access Control: Fine-grained user permissions and data governance tools to meet compliance needs.
How It Works
Insightsoftware simplifies financial processes by connecting directly to your ERP and enabling users to pull and manipulate live data through intuitive interfaces. Here’s how it typically works:
Connect ERP: Integrate Insightsoftware with your ERP (e.g., SAP, NetSuite, Dynamics) using pre-built connectors.
Build Reports or Dashboards: Use drag-and-drop report builders or Excel add-ins to create custom financial reports, dashboards, or visualizations.
Automate Workflows: Set up rules for report generation, financial close tasks, and forecast cycles.
Collaborate and Share: Enable teams to collaborate on budgets or share dashboards across departments.
Monitor & Analyze: Access real-time performance data, monitor trends, and drill down into financial results without leaving your reporting environment.
Use Cases
Insightsoftware supports a wide range of business use cases, particularly in finance, accounting, and operational planning:
Financial Reporting: Automate balance sheets, P&L statements, and cash flow reports.
Budgeting and Forecasting: Build collaborative budgeting processes with real-time data integration.
Audit and Compliance: Ensure compliance with local and global regulations such as SOX, IFRS, and GAAP.
Operational Analytics: Track inventory, procurement, HR, and production KPIs with real-time dashboards.
Financial Close Management: Streamline reconciliations, journal entries, and closing checklists.
Multi-Entity Consolidation: Combine financials across subsidiaries with currency conversions, eliminations, and intercompany accounting.
Pricing
Insightsoftware offers customized pricing based on the size of your organization, number of users, ERP system, and selected product modules.
Free Demo: Businesses can request a tailored product demo through the official website.
Modular Pricing: Choose from various product lines such as financial reporting, budgeting, disclosure management, and tax provisioning.
Enterprise Packages: Larger organizations can bundle multiple modules for a unified financial platform.
Due to the bespoke nature of each implementation, Insightsoftware does not offer standardized pricing tiers online. Interested users should contact the sales team for a custom quote.
Strengths
Insightsoftware delivers a number of key advantages for finance-led organizations:
ERP Integration: One of the broadest ranges of ERP connectors in the market, including support for legacy and cloud systems.
Excel Familiarity: Keeps users in familiar tools while enhancing functionality and automation.
Real-Time Access: Live data access without needing to export or manually update spreadsheets.
Enterprise-Grade Security: Role-based access, audit trails, and compliance controls.
Breadth of Offerings: Over 80 financial and operational solutions across reporting, tax, planning, and compliance.
Global Scalability: Used by large enterprises across multiple regions, with multi-language and multi-currency support.
Drawbacks
While Insightsoftware is powerful, it may not be the best fit for every organization:
Enterprise Focus: May be over-featured for very small businesses or startups with basic reporting needs.
Initial Setup Time: Implementation may require assistance or onboarding, especially with complex ERP environments.
Pricing Transparency: Lack of publicly available pricing may make it difficult for some businesses to assess fit upfront.
Comparison with Other Tools
Insightsoftware differentiates itself from both traditional BI tools and general-purpose ERP add-ons:
Versus Power BI or Tableau: These are visualization tools that require data modeling and BI expertise. Insightsoftware is purpose-built for finance and includes templates, logic, and ERP-specific connectors.
Versus Oracle Hyperion or SAP BPC: Insightsoftware offers faster deployment and greater flexibility, especially for mid-sized enterprises that need advanced capabilities without the complexity.
Versus Excel-only Solutions: Adds automation, real-time ERP access, and compliance to the familiar Excel experience—without the drawbacks of static data.
Customer Reviews and Testimonials
Insightsoftware has received high ratings on platforms like G2 and Capterra, especially for ease of use, reporting speed, and ERP integration.
Common user feedback includes:
“With Insightsoftware, we cut our financial reporting cycle in half.”
“No more waiting on IT—we build and refresh reports directly in Excel.”
“The ERP connection is seamless, and the insights are real-time and actionable.”
Enterprise users particularly appreciate the platform’s flexibility, while finance teams highlight the time savings and data accuracy improvements.
Conclusion
Insightsoftware provides a powerful, ERP-connected suite of financial reporting, planning, and business intelligence tools for enterprises seeking agility, accuracy, and control. From automated financial reports to collaborative forecasting and regulatory compliance, the platform empowers finance teams to work faster and smarter—while maintaining full trust in their data.
For organizations with complex financial systems, multiple entities, or demanding compliance requirements, Insightsoftware offers a flexible and scalable solution that bridges the gap between ERP and decision-making.
