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insightsoftware is a provider of financial reporting, analytics, and enterprise performance management (EPM) software. The company offers a broad portfolio of products designed to help finance, accounting, and operations teams extract, analyze, and report on data from ERP and other business systems. Its solutions cover areas including financial consolidation, budgeting and planning, operational reporting, embedded analytics, and data integration. insightsoftware products are designed to connect directly to source systems such as SAP, Oracle, Microsoft Dynamics, and other ERPs, allowing users to work with live data in familiar tools like Excel. The platform serves a wide range of industries and organization sizes, from mid-market companies to large enterprises. Key product lines include Spreadsheet Server, Angles, Hubble, Longview, Logi Analytics, and others acquired through the company's growth-by-acquisition strategy. The company positions its offerings as reducing reliance on IT for report generation and enabling self-service financial and operational reporting.

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Target audience and deployment

  • Mid-market
  • Enterprise
  • Cloud
  • On-premise

Aggregated Score

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Key features

Financial reporting and consolidationBudgeting and planningERP-connected reportingExcel-based reportingEmbedded analyticsOperational reportingData integrationSelf-service dashboardsMulti-entity consolidationRegulatory and compliance reportingReal-time data accessAutomated report distribution

Use cases

  • Generate financial reports directly from ERP data
  • Automate budgeting and planning workflows
  • Consolidate financial data across entities
  • Embed analytics into business applications
  • Enable self-service operational reporting
  • Integrate and transform data across enterprise systems

Best for

  • CFOs and finance leaders who need to streamline financial reporting and consolidation across complex organizations
  • Financial analysts who need to access live ERP data in Excel without manual data extraction
  • IT and data teams who need to integrate and manage data flows between enterprise systems
  • Software vendors who need to embed analytics capabilities into their own products
  • Operations managers who need self-service access to real-time operational reports

Integrations

Databases

SAP, Oracle, Microsoft Dynamics, JD Edwards, Infor

Analytics & BI

Microsoft Excel

Other

Sage, Epicor, NetSuite, Workday