insightsoftware

Insightsoftware, established in 2000, specializes in financial reporting and enterprise performance management software aimed at enhancing financial intelligence for organizations. The company provides a comprehensive suite of solutions, including budgeting, planning, data analytics, accounting, taxation, and equity management. Insightsoftware's products are designed to help businesses effectively extract and analyze data from extensive ERP systems, allowing them to address complex challenges and make informed decisions. By leveraging data-driven intelligence, Insightsoftware enables enterprises to streamline their financial processes, improve data integrity, and reduce the costs associated with integration projects.

Eric Jellison

VP, Product Management and Support

David Woodworth

CFO

13 past transactions

CALUMO

Acquisition in 2021
CALUMO is a provider of cloud software designed to simplify internal financial reporting for accounting teams. The platform serves to automate and streamline critical tasks such as budgeting, forecasting, reporting, and analytics, allowing clients to integrate performance data effectively. By offering a single, user-friendly tool, CALUMO helps organizations reduce costs while enhancing the accuracy and usefulness of their financial reports derived from the General Ledger and other systems. The solution aims to diminish the dependency on traditional tools like Excel, enabling clients to gain valuable insights and improve overall corporate performance management.

Izenda

Acquisition in 2021
Izenda, L.L.C. is a software company based in Atlanta, Georgia, that specializes in self-service custom reporting solutions for ASP.NET applications. Founded in 2002, Izenda serves various sectors, including financial services, media, biotech, real estate, and non-profit organizations. Its flagship product, Izenda Reports, allows users to create, customize, and distribute reports from SQL databases without needing support from programmers or database experts. The company offers its embedded business intelligence solutions to independent software vendors and service providers, enabling them to integrate analytics natively into their applications. This approach helps businesses optimize development resources and reduce time to market while providing end-users with interactive visualizations and real-time data analysis through custom dashboards and reporting tools.

Logi Analytics

Acquisition in 2021
Logi is an analytics provider that focuses on embedding analytics in commercial and enterprise applications. It enables organizations to put real-time information to work by allowing users to create web-based business intelligence and analytic applications that can be integrated directly within organizations' applications, systems, and processes.

Certent

Acquisition in 2021
Certent, Inc. specializes in stock plan management software that addresses the accounting, tax, administration, and employee transaction needs of companies. The firm provides various solutions, including FAS123R reporting and compliance services for financial and SEC reporting, as well as premium support for project management and data verification. Its product lineup also features tools for equity compensation management, such as Certent Sandbox and CompXchange, which facilitate the synchronization of tax and employee demographic information. Certent serves a diverse range of industries, including high tech, healthcare, retail, finance, and energy. Established in 2002 and headquartered in Pleasanton, California, Certent has evolved from its original name, Equity Administration Solutions, Inc., to become a key player in financial reporting software that helps businesses meet compliance requirements and enhance revenue potential.

IDL Group

Acquisition in 2020
IDL Group develops professional solutions based on state-of-the-art software that optimally meets the needs of our customers. The IDL CMP Suite meets all consolidation, planning, reporting and business intelligence requirements. Consistent processes with valid data and transparency for accounting, controlling, management and CFOs. IDL solutions grow with the needs of our customers. More than 850 international corporations and medium-sized companies rely on IDL. IDL Group For 25 years: Reliability, commitment, professionalism, innovation. www.idl. eu IDL CPM Suite Modern platform, central portal entry, professionally focused software modules, and apps for all requirements of consolidation, planning, reporting and integrated BI. For on-premise, mobile and cloud. http://www.idl.eu/software IDL Webinars Get to know IDL solutions online.

Viareport

Acquisition in 2020
Viareport is a financial software publisher based in Paris, France, specializing in financial reporting, budget planning, and consolidation solutions delivered through a software as a service model. Founded in 2005, the company provides a range of applications including Lease for managing lease financing, Corporate for handling corporate legal information, and Rapprolive!, which integrates with SAP BFC to offer real-time visibility of intercompany amounts in the reporting currency. Additional functionalities include Lock! for intercompany data management, Datalive! for auditing source data, and automated report generation in Excel or Word format. Viareport also offers consulting services, including implementation and training, and serves a diverse clientele, including accountants, management controllers, and IT directors. The company aims to enhance financial performance for both small and medium-sized enterprises as well as larger groups, making financial reporting more efficient and consistent. As of September 2020, Viareport operates as a subsidiary of InsightSoftware.com Limited.

Event 1 Software

Acquisition in 2020
Event 1 Software, Inc. is a company based in Vancouver, Washington, specializing in Microsoft Excel-based reporting solutions. Founded in 1998, it operates as a subsidiary of insightsoftware Inc. The company focuses on providing technology that enhances business reporting and data management, allowing users to integrate their Excel solutions seamlessly with existing business databases. Event 1 Software's offerings include Liberty Reports, which cater specifically to the construction and real estate sectors. Customers have reported significant improvements in productivity, with processes that traditionally took days being reduced to mere hours or minutes through the use of their integrated solutions.

Longview Solutions

Acquisition in 2020
A quick overview of Longview Solutions' corporate planning, budgeting, forecasting, consolidation and tax solutions for your enterprise.

Bizview Systems

Acquisition in 2019
Bizview Systems is a business performance management provider. Bizview Systems provides customers with a unified interface for business planning and forecasting, dashboards and analytics.

Jet Global

Acquisition in 2019
Jet Global Data Technologies, Inc. specializes in developing and marketing financial reporting and business analytics solutions tailored for Microsoft Dynamics. Founded in 2002 and headquartered in Portland, Oregon, the company provides tools that enable business managers to create dashboards and reports while synchronizing data from various sources for comprehensive analysis. Jet Global's offerings emphasize flexibility in reporting, rapid analytics, and controlled budgeting, allowing organizations to make informed decisions efficiently without relying heavily on technical resources or extensive data expertise. As of 2019, Jet Global operates as a subsidiary of InsightSoftware.com Limited.

BizNet Software

Acquisition in 2019
BizNet Software, Inc. offers self-service analytics and reporting services for analysts and business users. It offers BizInsight, an Excel-based reporting platform that helps to build reports; BizConnector, a data reporting tool that offers drag-and-drop features; BizBroadcast, which allows setting permissions and distribution personalization; and BizNet Training solution. The company serves distribution, financial, manufacturing, and nonprofit industries. BizNet Software, Inc. was founded in 1996 and is based in Dallas, Texas. As of March 28, 2019, BizNet Software, Inc. operates as a subsidiary of InsightSoftware.com Limited.

CXO Software

Acquisition in 2018
CXO Software USA Inc., established in 2015 and located in Roswell, Georgia, specializes in developing a performance reporting platform aimed at enhancing the efficiency of management reporting for finance teams, particularly within the CFO office. The platform offers both mobile and web-based solutions that replace traditional manual and error-prone Excel-based reporting processes. By utilizing pre-built and configurable Enterprise Performance Management (EPM) adapters, CXO Software's system connects directly to multi-dimensional financial data, allowing organizations to manage their reporting processes without heavy reliance on IT teams. This integration facilitates compliance, encourages collaboration, and accelerates the financial reporting closure process, thus providing a streamlined approach to financial intelligence. As of November 2018, CXO Software operates as a subsidiary of InsightSoftware.com Limited.

Excel4apps

Acquisition in 2018
Excel4apps is a best-in-class provider of Microsoft Excel-based reporting and data-loading software for use with SAP, Oracle, PeopleSoft, and FinancialForce. By empowering business professionals in a range of industries with independent and secure access to real-time ERP data via Microsoft Excel, the company’s products expedite accurate and timely business decisions.
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