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 technology company specializing in Corporate Performance Management (CPM) software. It provides a modern, intelligent platform for business planning, consolidation, and performance monitoring. The company's key differentiator is its user-centric approach, empowering business users at all levels with an intuitive interface and industry best practices. JustPerform has a global client base, including large multinational corporations, and has processed over $90 billion in budgeting and $35 billion in consolidated financial statements.

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 is a developer of self-service business intelligence software that enhances the functionalities of Power BI for corporate performance management. The company focuses on providing innovative solutions that facilitate collaboration among operations and finance professionals, enabling them to engage in planning, forecasting, setting goals, and budgeting with ease. Its offerings include features such as real-time write-back and commenting, which streamline workflows and assist organizations in their digital transformation efforts. By leveraging existing investments in Power BI, Power ON aims to optimize performance management and improve decision-making processes within businesses.

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 flagship product, the Cubeware Analysis System, provides a scalable and advanced solution for business intelligence and performance management. This platform integrates data from various source systems into a multidimensional OLAP database, facilitating efficient project implementation. It features a robust data modeling tool, sophisticated user management capabilities, and a modern interface for analysis, visualization, planning, and reporting. By offering these tools, Cubeware supports customers in enhancing their decision-making processes, making them faster, more fact-based, and efficient.

Dundas Data Visualization

Acquisition in 2022
Dundas Data Visualization is a prominent global provider of enterprise-ready business intelligence and data visualization solutions. The company's flagship product, Dundas BI, offers a comprehensive and customizable platform that allows users to connect to, interact with, and visualize data across various devices. Catering primarily to mid-to-large enterprises and software vendors, Dundas specializes in creating scalable dashboards and reporting systems that facilitate real-time data analytics. With over 20 years of experience, Dundas has been instrumental in helping organizations uncover deeper insights, enhance decision-making processes, and achieve improved outcomes through effective data management and visualization.

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 into a single tool, facilitating streamlined financial processes. Clausion's software includes multi-bank connectivity, enabling secure reporting, payment automation, and reconciliation. This comprehensive solution is designed to enhance everyday routines and support critical decision-making, making it an effective resource for clients seeking efficient financial consolidation and business planning capabilities.

Legerity

Acquisition in 2022
Legerity Limited is a London-based company that specializes in designing and developing enterprise finance and risk systems. Established in 2014, it provides a comprehensive range of solutions, including an accounting rules engine, a sub-ledger for updating account balances and transaction details, and a Risk Ledger that offers insights into capital and liquidity risks. Legerity's operational data store captures extensive information from various financial products, facilitating detailed reporting and analysis for financial, risk, and customer needs. The company also delivers advanced reporting and analytics tools, including data analytics systems that support financial reporting and compliance with regulatory standards like Basel III. Legerity’s FastPost platform integrates seamlessly with existing systems, enabling organizations to enhance their finance and risk functions while managing the complexities of modern financial environments. The solutions are available for deployment on-premise or in the cloud, allowing firms to adapt to evolving market demands and regulatory challenges efficiently.

Magnitude Software

Acquisition in 2021
Magnitude Software specializes in enterprise information management software that helps organizations transform their core business data into actionable insights. By connecting data across various enterprise applications and business processes, including supply chain, finance, and order management, the company enables clients to achieve continuous intelligence and gain a competitive advantage. Magnitude offers a range of products, including application data access, data management solutions tailored for SAP and commerce, master data harmonization, governance, and packaged reporting services. Its innovative approach and commitment to customer experience have earned the trust of over 1,300 enterprises across sectors such as manufacturing, retail, and pharmaceuticals, facilitating simplified data management and informed decision-making.

CALUMO

Acquisition in 2021
CALUMO is a cloud-based software provider specializing in financial reporting solutions for accountants. Its platform streamlines internal financial reporting by consolidating data from various sources into a single, user-friendly tool, reducing reliance on multiple Excel sheets and other reporting tools. This simplification significantly lowers costs and enhances the accuracy and utility of reports generated from the General Ledger and other systems. CALUMO's software automates high-risk, high-value tasks such as budgeting, forecasting, reporting, and analytics, enabling clients to derive valuable insights from their performance data.

Izenda

Acquisition in 2021
Izenda is a software company based in Atlanta, Georgia, founded in 2002. It specializes in providing self-service custom reporting solutions for ASP.NET applications across various sectors including financial services, media, biotech, real estate, and non-profit. Izenda's products, such as Izenda Reports, enable users to create, customize, and distribute reports from SQL databases without needing support from programmers or database experts. The company offers its solutions through independent software vendors and service providers both domestically and internationally. Izenda’s embedded business intelligence (BI) solutions allow businesses to integrate analytics into their applications, conserving development resources and reducing time to market.

Logi Analytics

Acquisition in 2021
Logi Analytics is a provider of embedded business intelligence and analytics software designed for both commercial and enterprise applications. The company offers a platform that allows organizations to leverage real-time information by enabling users to create web-based business intelligence and analytic applications. These applications can be seamlessly integrated into existing organizational systems and processes, facilitating enhanced decision-making and operational efficiency. Through its intuitive and developer-grade solutions, Logi Analytics aims to empower organizations to transform data into actionable insights.

Certent

Acquisition in 2021
Certent, Inc. is a financial technology company specializing in stock plan management software solutions tailored for both public and private companies across various industries, including high tech, healthcare, retail, finance, and energy. Founded in 2002 and based in Pleasanton, California, Certent offers a suite of products designed to address the accounting, tax, administration, and employee transaction needs associated with equity compensation. Key offerings include FAS123R Reporting and Compliance for financial and SEC reporting, along with expert support services for financial reporting and reconciliation. The company also provides tools like Certent Sandbox for equity compensation management and CompXchange for synchronizing tax and employee demographic information. By delivering innovative technology for managing equity compensation plans and ensuring financial compliance, Certent enables businesses to effectively meet regulatory requirements and optimize their revenue potential.

The IDL Group

Acquisition in 2020
The IDL Group is a developer of advanced corporate performance management and business intelligence software based in Frankfurt, Germany. With over 25 years of experience, the company specializes in providing solutions that address consolidation, planning, analysis, and reporting needs. The IDL CMP Suite offers a modern platform with a central portal and a range of software modules designed to support financial processes, ensuring transparency and data validity for accounting, controlling, and management. Serving more than 850 international corporations and medium-sized businesses, IDL Group emphasizes reliability, commitment, and innovation in its offerings. Their solutions are adaptable, designed to grow alongside the evolving needs of their clients, and are accessible through various deployment options, including on-premise, mobile, and cloud.

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 offers a range of products, including Lease for managing lease financing, Corporate for corporate legal information management, and Rapprolive!, which integrates with SAP BFC to provide real-time visibility of intercompany amounts in the reporting currency. Additional functionalities include Lock! for data management in intercompany settings, Datalive! for auditing source data, and Viatik for corporate legal information oversight. Viareport also provides software license resale, technical support, and consulting services, such as implementation and training. Its solutions are designed to enhance financial performance for both small and medium-sized enterprises and larger organizations. The company serves a diverse clientele, including consolidation accountants, financial controllers, and chartered accountancy firms. 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, that specializes in designing and developing Microsoft Excel-based reporting solutions. Established in 1998, the company focuses on providing technology that enhances data management and reporting capabilities for its clients. Their solutions are integrated with business databases, allowing users to streamline work processes and significantly boost productivity. Customers report that tasks that previously required days to complete can now be accomplished in hours or even minutes. Event 1 Software’s offerings include specific tools like Liberty Reports, which cater to the construction and real estate sectors, further showcasing the company's commitment to delivering effective data analysis and integration solutions. As a subsidiary of insightsoftware Inc., Event 1 Software continues to serve a diverse range of end users, helping them leverage technology for improved operational efficiency.

Longview Solutions

Acquisition in 2020
Longview Solutions is a provider of corporate performance management and tax provisioning software designed to enhance business decision-making. The company offers a unified software platform that integrates corporate planning, budgeting, forecasting, consolidation, and tax solutions. This comprehensive approach enables enterprises to create a complete picture of their business results by blending financial and operational performance data. Longview Solutions aims to make this information actionable for all stakeholders, thereby improving overall organizational performance.

Bizview Systems

Acquisition in 2019
Bizview Systems AB, established in 2001 and headquartered in Stockholm, Sweden, develops a cloud-based business performance management platform called BizView. The company offers an integrated suite of services including planning, forecasting, reporting, analytics, workflow, and dashboard functionalities for enterprises to manage their performance effectively. Bizview Systems also provides IT support services and operates through additional offices in Oslo, Norway, and Skellefteå, Sweden. As of September 2019, the company operates as a subsidiary of InsightSoftware.com Limited.

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. specializes in self-service analytics and reporting solutions, primarily leveraging Microsoft Excel. Founded in 1996 and headquartered in Dallas, Texas, the company offers a suite of products designed for business intelligence and performance management. Its flagship offerings include BizInsight, an Excel-based reporting platform, and BizConnector, a user-friendly data reporting tool with drag-and-drop features. Additionally, BizBroadcast facilitates personalized report distribution, while BizNet Training provides educational resources for users. BizNet's solutions are tailored for various industries, including distribution, finance, manufacturing, and nonprofit sectors, enabling analysts and business users to efficiently generate insights without the complexities of data gathering. The company also supports its clients through technical assistance and product maintenance, serving customers both directly and through resellers.

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, established in 2015 and headquartered in Roswell, Georgia, specializes in developing a performance reporting platform. This platform streamlines financial reporting for CFO offices by providing mobile and web-based management reporting with embedded financial intelligence. It automates and replaces traditional, manual Excel-based processes, ensuring faster, more accurate, and centrally governed reporting. The company operates as a subsidiary of InsightSoftware.com Limited.

Excel4apps

Acquisition in 2018
Excel4apps Inc is a provider of Microsoft Excel-based reporting and data-loading software tailored for use with ERP systems such as Oracle, SAP, PeopleSoft, and FinancialForce. Founded in 2005 and headquartered in Pittsburgh, Pennsylvania, the company specializes in empowering business professionals across various industries—including automotive, consumer goods, chemicals, education, government, and hospitality—with independent access to real-time ERP data. By facilitating the integration of this data into Excel, Excel4apps enhances the efficiency of reporting and data management tasks, enabling users to make accurate and timely business decisions. As of October 2018, Excel4apps operates as a subsidiary of InsightSoftware.com Limited.
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