insightsoftware

insightsoftware is a global provider of financial reporting and enterprise performance management solutions tailored for the Office of the CFO. The company focuses on transforming financial planning and analysis, accounting, and operations by leveraging enterprise data to enhance financial intelligence. Its product offerings include tools for financial reporting, business dashboards, budgeting, planning, close and consolidation processes, and tax provisioning. By automating processes and delivering trusted insights, insightsoftware empowers organizations to make informed decisions, boosts predictability, and enhances productivity, all while ensuring data integrity and security. Through its comprehensive solutions, insightsoftware aims to streamline financial operations and facilitate effective business strategies.

Eric Jellison

VP, Product Management and Support

23 past transactions

JustPerform

Acquisition in 2025
JustPerform is a new generation, intelligent Corporate Performance Management (CPM) software platform. It empowers enterprises and organisations in business planning, consolidation, and performance monitoring. Its process-driven approach helps analyse the results that matter, discover insights, and plan for success. Unlike other legacy solutions, JustPerform focuses on letting business users at all levels drive CPM activities, empowering them with an intuitive interface and industry best practices. With over $90 billion worth of budgeting and $35 billion consolidated financial statements generated using JustPerform, we have a global presence with large MNC's entrusting us to succeed in their performance management.

Vizlib

Acquisition in 2023
Vizlib develops data analytics and visualization solutions that help businesses to get more value from their Qlik Sense Analytics. They push the boundaries of how a company understands and uses data, allowing them to learn faster, act faster, and plan for the future.

Power On

Acquisition in 2023
Power On specializes in developing self-service business intelligence software that enhances the capabilities of Power BI, focusing on corporate performance management. The company's solutions facilitate collaboration among operations and finance professionals by streamlining processes related to planning, forecasting, goal-setting, budgeting, and workflow. Key features include real-time write-back and commenting, which allow users to engage effectively while maximizing their existing Power BI investments. By providing these innovative tools, Power On supports organizations in accelerating their digital transformation efforts, enabling them to improve efficiency and decision-making processes.

Cubeware

Acquisition in 2022
Cubeware is a developer of business intelligence software tailored for medium-sized enterprises and specialized departments within larger organizations. The company's primary offering, the Cubeware Analysis System, provides a comprehensive suite of tools that facilitate effective data modeling, user management, and advanced front-end capabilities for analysis, visualization, planning, and reporting. By integrating data from various source systems into a multidimensional OLAP database, Cubeware enables organizations to streamline their decision-making processes, making them faster, more fact-based, and efficient. The firm focuses on delivering innovative technologies and services to support clients in building robust business intelligence and performance management solutions.

Dundas Data Visualization

Acquisition in 2022
Dundas Data Visualization is a leading, global provider of enterprise-ready Business Intelligence (BI) and Data Visualization solutions. Dundas BI offers an innovative, end-to-end, fully customizable business intelligence and data visualization solution allowing users to connect, interact and visualize, any data on any device. With tailored self-service, single experience and powerful dashboards and reports, enterprise users now have real-time data analytics all delivered on one open platform. For over 20 years, Dundas has been helping organizations discover deeper insights faster, make better decisions and achieve greater success - www.dundas.com

Clausion

Acquisition in 2022
Clausion is a prominent provider of financial consolidation and management accounting solutions, specializing in corporate performance management software. The company offers a cloud-based platform that integrates real-time internal and external reporting features, enabling clients to streamline their everyday routines and critical decision-making processes. With capabilities such as multi-bank connectivity, Clausion's software facilitates secure reporting, payment automation, and reconciliation. This comprehensive tool is designed to simplify financial consolidation and enhance business planning, providing users with an efficient and user-friendly solution.

Legerity

Acquisition in 2022
Legerity’s 3rd generation accounting rules platform enables Finance & Risk functions to address the regulatory and business challenges resulting from historic under-investment in Back Office Finance & Risk systems. It enables users to deliver the best possible service to customers and the business: as more products are ‘bundled’; markets continue to evolve; regulations increase in pace and complexity; and volumes grow while margins are compressed Legerity FastPost delivers sophisticated accounting and P&L, while integrating with heritage technology. It provides a single, consistent and accurate ‘golden source’ – enabling the Back Office to support the complexity of the Front Office, with granular and true visibility into business performance. Delivering the detail and colour required to make better and more informed decisions.

Magnitude Software

Acquisition in 2021
Magnitude Software specializes in enterprise information management software designed to transform data into continuous intelligence, helping companies gain a competitive advantage. The company offers a range of products that facilitate application data access across various data sources and provide data management solutions tailored for sectors such as manufacturing, retail, and pharmaceuticals. These solutions encompass master data harmonization, governance, and reporting services, enabling organizations to streamline their data management processes. By focusing on innovation and enhancing customer experience, Magnitude Software empowers over 1,300 enterprises globally to harness the full potential of their data, enabling them to derive actionable insights that expedite decision-making across various business functions, including supply chain, finance, and order management.

CALUMO

Acquisition in 2021
CALUMO is a cloud software provider that focuses on enhancing internal financial reporting for accountants. By offering a unified reporting and budgeting tool, CALUMO enables clients to streamline their financial processes, significantly reducing costs while improving the accuracy and relevance of reports generated from the General Ledger and other systems. The software automates and simplifies critical tasks such as corporate budgeting, forecasting, reporting, and analytics, allowing accounting teams to integrate performance data effectively and gain valuable insights. This approach minimizes reliance on Excel and multiple reporting tools, fostering efficiency and clarity in financial management.

Izenda

Acquisition in 2021
Izenda, L.L.C. is a software company based in Atlanta, Georgia, established in 2002, specializing in self-service custom reporting solutions for various sectors including financial services, media, biotech, real estate, and non-profit organizations. The company offers a range of products, notably Izenda Reports, which allows users to create, customize, and distribute reports from SQL databases on an ad hoc basis without requiring assistance from programmers or database experts. Izenda's embedded business intelligence solutions enable businesses to integrate analytics directly into their applications, thereby optimizing development resources and reducing time to market. The company's offerings are distributed through independent software vendors and service providers both in the United States and internationally, enhancing user adoption and return on investment through interactive visualizations and real-time data analysis.

Certent

Acquisition in 2021
Certent, Inc. is a provider of stock plan management software solutions that assist companies with their accounting, tax, administration, and employee transaction needs. The company's offerings include a variety of tools for financial reporting and reconciliation, such as FAS123R Reporting and Compliance for SEC reporting, as well as project management and expert support services. Certent's products also feature a self-service platform for equity compensation management, a sandbox tool for managing equity plans, and a system for synchronizing tax and employee demographic information. The company serves both public and private organizations across multiple industries, including technology, healthcare, retail, finance, and energy. Founded in 2002 and headquartered in Pleasanton, California, Certent was previously known as Equity Administration Solutions, Inc.

IDL Group

Acquisition in 2020
IDL Group is a developer of cloud-based corporate performance management and business intelligence software based in Frankfurt, Germany. The company offers the IDL CMP Suite, which addresses the needs of consolidation, planning, reporting, and business intelligence. This suite is designed to ensure consistent processes and valid data for accounting, controlling, and management. IDL Group's solutions are adaptable, allowing them to grow alongside the requirements of their clients, which include over 850 international corporations and medium-sized companies. The company has been recognized for its reliability, commitment, professionalism, and innovation over its 25 years in business. In addition to software solutions, IDL Group provides expert advice on corporate performance management and supports financial processes from integrated planning to legal and management consolidation.

Viareport

Acquisition in 2020
Viareport is a financial software publisher specializing in financial reporting, budget planning, and consolidation solutions delivered through a software as a service model. Founded in 2005 and based in Paris, France, the company provides a range of applications designed to enhance financial performance for both small and medium-sized enterprises and larger organizations. Its offerings include tools for managing lease financing, corporate legal information, and automated consolidated accounts, as well as functionalities integrated within SAP BFC that facilitate real-time data management. Viareport also supports its clients with auditing solutions, report generation, and various consulting services, including implementation and training. Its clientele comprises financial professionals such as consolidation accountants, management controllers, and CFOs, as well as audit firms and IT administrators. As of 2020, Viareport operates as a subsidiary of InsightSoftware.com Limited.

Event 1 Software

Acquisition in 2020
They provide technology to thousands of forward thinking end users helping them utilize technology as effectively as possible. Their hallmark of success is business reporting and data management via Microsoft Excel-based solutions that are tightly integrated with your business databases. Their customers claim extraordinary increase in productivity through the use of integrated Excel-based solutions powered by their products. Work processes that once took days, now take only hours or minutes!

Longview Solutions

Acquisition in 2020
Longview Solutions specializes in corporate performance management and tax provisioning software designed to enhance decision-making for enterprises. The company's offerings include tools for corporate planning, budgeting, forecasting, consolidation, and tax solutions, all powered by a unified software platform. This integration allows businesses to create a comprehensive view of their financial and operational performance, making critical information accessible and actionable for stakeholders. By leveraging these solutions, organizations can improve their overall business results and streamline their performance management processes.

Bizview Systems

Acquisition in 2019
Bizview Systems AB specializes in business performance management, offering a cloud-based platform designed to enhance enterprise planning, forecasting, reporting, and analytics. Its flagship product, BizView, integrates a wide array of services, including budgeting, rolling forecasts, and audit trails, alongside comprehensive reporting features such as profit and loss results and balance sheet consolidation. The platform also includes advanced analytics capabilities, enabling users to create customized dashboards with configurable measures and data views. Founded in 2001 and headquartered in Stockholm, Sweden, Bizview Systems has additional offices in Oslo and Skellefteå. The company, formerly known as NCG Group until its rebranding in December 2015, provides IT support services to complement its performance management solutions, making it a versatile option for businesses seeking to optimize their operations.

Jet Global

Acquisition in 2019
Jet Global delivers flexible reporting, fast analytics, and controlled budgeting solutions built for Microsoft Dynamics. Achieve instant success and make decisions at the speed of business without the need for bottlenecked technical resources, or data expertise.

BizNet Software

Acquisition in 2019
BizNet Software, Inc. specializes in self-service analytics and reporting solutions, primarily designed for analysts and business users. Founded in 1996 and based in Dallas, Texas, the company offers a suite of products including BizInsight, an Excel-based reporting platform, and BizConnector, a user-friendly data reporting tool featuring drag-and-drop capabilities. BizNet also provides BizBroadcast for permission settings and personalized distribution, along with training services to enhance user proficiency. The company focuses on delivering business intelligence solutions that empower users to obtain immediate insights without the complexities of data gathering. Serving various sectors, including distribution, finance, manufacturing, and nonprofit organizations, BizNet Software improves the efficiency of report generation and analytics, allowing users to concentrate on data analysis rather than report creation. As of March 2019, it operates as a subsidiary of InsightSoftware.com Limited.

CXO-Cockpit

Acquisition in 2018
CXO-Cockpit is an independent Software company founded in 2007 by a team of Finance and Enterprise Performance Management (EPM) professionals frustrated with time-consuming and error-prone Excel-driven reporting processes, the low “financial intelligence” of generic BI tools and, most importantly, the lack of time for added-value analysis and insight.

CXO Software

Acquisition in 2018
CXO Software specializes in providing a performance reporting platform designed to enhance management reporting for CFOs. The platform aims to replace traditional manual and error-prone Excel reporting processes with a streamlined, centrally governed system. It features pre-built and configurable Enterprise Performance Management (EPM) adapters that seamlessly connect to multi-dimensional financial data, inheriting its hierarchies and structures without relying on information technology teams. This enables corporations to adopt an efficient reporting process that supports compliance, fosters collaboration, and accelerates the financial reporting closure. By delivering mobile and web-based management reporting with financial intelligence, CXO Software empowers organizations to improve their financial oversight and decision-making capabilities.

Excel4apps

Acquisition in 2018
Excel4apps Inc, founded in 2005 and based in Pittsburgh, Pennsylvania, specializes in Microsoft Excel-based reporting and data-loading software for various enterprise resource planning (ERP) systems, including SAP, Oracle, PeopleSoft, and FinancialForce. The company focuses on empowering business professionals across multiple industries—such as automotive, consumer goods, chemicals, education, government, and hospitality—by providing them with independent and secure access to real-time ERP data directly through Excel. This capability allows users to expedite reporting and data loading tasks, facilitating accurate and timely business decisions. As of October 2018, Excel4apps operates as a subsidiary of InsightSoftware.com Limited.
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