InsightSoftware

Raleigh, NC, USA
2022
  |  By InsightSoftware
If the operating theme for finance teams in 2024 was “automate workflows and optimize costs to drive value,” then the operating theme for 2025 is shaping up to be, “stay the course.” While inflation did recede in 2024, it did so much more slowly than hoped, leading to fewer interest rate cuts than expected and slower economic growth than desired.
  |  By InsightSoftware
Your organization has decided to make the leap to SAP S/4HANA Cloud Public Edition, a strategic choice that offers improved performance, advanced analytics, and more efficient support for your business operations. While this cloud ERP offers streamlined processes and improved scalability, it also limits the level of customization that finance teams have come to rely on for tailored, actionable insights. The result post-migration?
  |  By InsightSoftware
As a finance team member, it’s likely your main goals are to reduce risk, improve profitability, and maintain exceptional levels of compliance. To achieve success, you need direct access to accurate data from your ERP and the ability to quickly create drillable Excel reports for GL and other finance requirements. Many finance teams rely on their ERP’s native reporting for this.
  |  By InsightSoftware
Understanding embedded analytics dashboards starts with knowing what the term itself means—so let’s break it down. Dashboards are screens or pages that display information in a unified view that makes data easily digestible for end users.
  |  By InsightSoftware
Epicor’s ability to provide industry-focused, scalable, and customizable ERP solutions has made it a popular choice for organizations across the globe. Epicor’s built-in reporting capabilities are useful for standard reports but can be limiting for organizations that require more advanced analytics. Without deep technical knowledge of Epicor’s data structures, attempting to manually create custom reports can create serious roadblocks to data trust within your organization.
  |  By InsightSoftware
It’s no secret that more and more organizations are turning to solutions that can provide benefits of real time data to become more personalized and customer-centric, as well as make better business decisions.
  |  By InsightSoftware
The evolving market landscape is driving an urgent need for a unified EPM solution, as finance teams face increasing pressures from several fronts. Rapid technological advancements, heightened competition, and the growing complexity of global markets have made financial agility and real-time decision-making critical to maintaining a competitive edge.
  |  By InsightSoftware
Oracle-driven finance teams today face increasingly complex challenges. In recent years, the finance function has had to adapt to become more flexible as they navigate market upheaval, global inflation, and rapid changes to technology. This year, an Oracle survey of CFOs reveals CFO’s top challenges include navigating the need to cut costs, retaining talent within the finance function, and focusing on more accurate forecasting.
  |  By InsightSoftware
Finance professionals often stick to proven methods, understanding that disrupting established systems can jeopardize time-sensitive financial processes. However, with the blinding pace of technological change, it becomes nearly impossible to keep up even with the advantages of advanced ERP systems like SAP ECC and S/4 HANA. For organizations entrenched in legacy SAP systems, stalled financial transformation can be a major roadblock to success.
  |  By InsightSoftware
For many Microsoft Dynamics NAV users, migrating to Dynamics 365 Business Central (BC) is a daunting prospect. It’s often perceived as a time-consuming and expensive process that disrupts day-to-day operations. However, delaying the migration is no longer an option. Microsoft discontinued development of NAV in 2018, and mainstream support ended in 2023. Extended support is limited, and without a timely upgrade, you risk losing functionality and performance.
  |  By InsightSoftware
Find out how businesses can design dashboards in Bizview to present financial data effectively, whether using iframes, web tools, or sharing externally via Excel.
  |  By InsightSoftware
In this video, we provide an in-depth guide to configuring and using Longview's Single Sign-On (SSO) service. You'll learn about the different authentication workflows such as SAML, OpenID, and OAuth, and how to set up Longview SSO to streamline access across multiple applications. Whether you're configuring SSO for the first time or enhancing security within your organization, this video walks you through each step of the process.
  |  By InsightSoftware
CFOs face the continual challenge of making sense of ever-increasing volumes of complex financial data. Enterprise performance management software, commonly known as EPM, is the solution. Traditionally, CFOs have faced a tough choice: an all-in-one EPM solution with limited functionality, or a best-of-breed approach that's complex to integrate. insightsoftware EPM offers the best of both worlds. The insightsoftware Platform supports comprehensive connected applications for planning, closing, disclosing, and analyzing, all working from the same consistent view of data.
  |  By InsightSoftware
insightsoftware introduced 24.3 version of Process Runner with exciting new features. As part of the latest release, AI Doc Assist has been incorporated into Process Runner Cloud Hub and Process Runner Excel Add-in. The Dashboard feature of Cloud Hub is now updated with Summary, Product, and Group Metrics charts and Run Statistics reports.
  |  By InsightSoftware
Introducing insightsoftware’s Logi Symphony AI Doc Assist, your go-to solution for finding quick answers and navigating the Logi Symphony platform efficiently. Whether you need help changing a chart type or removing a filter, AI Doc Assist is context-sensitive, providing accurate and relevant information based on what’s on your screen. Explore how this intelligent assistant can enhance your experience and streamline your workflow!
  |  By InsightSoftware
Discover the innovative Angles Professional, a reporting from insightsoftware. Explore how it reduces the need for technical skill by providing multi-data source connectivity, out-of-the-box dashboards, and an easily accessible, web-based interface with shareable, interactive dashboards and visualizations.
  |  By InsightSoftware
Oracle users like you crave insights, but those intricate schemas and countless table joins stand in your way. BI tools like Power BI or Tableau offer the perfect platform to build dashboards and reports, but wrestling with technical jargon to access data slows you down. Imagine a world where that data becomes readily available. insightsoftware Reporting for Oracle makes it easy for users to analyze, report on, and share data from Oracle ERP.
  |  By InsightSoftware
In this video, we guide you through the seamless process of upgrading both the Jet Reports Excel Add-In and Server Components. Whether you're a beginner or an experienced user, this step-by-step tutorial will help you ensure a smooth transition to the latest version of Jet Reports. From downloading the newest version directly within Excel to upgrading the Server Components and re-installing the Excel Add-In, we've got you covered. Remember to consult your IT support before upgrading the Server Components to gather all necessary information.
  |  By InsightSoftware
Discover how to efficiently find and use table joins and views within your SAP system using Process Runner’s data extraction technology. This video tutorial provides a step-by-step guide on utilizing the Data Dictionary Explorer to search for predefined tables and views, and how to create data extraction scripts. Perfect for users looking to streamline their SAP data management processes.
  |  By InsightSoftware
Discover how Process Runner's intuitive drag-and-drop feature simplifies the data mapping process between Excel and SAP. This video demonstrates how you can effortlessly map fields, utilize different mapping types, and run your process file with ease, making your SAP automation tasks faster and more efficient.
  |  By InsightSoftware
Budgets are critically important. For the CFO's standpoint, budgets are the roadmap for an organization's future. As budgeting and planning take on more importance in the wake of financial uncertainty, the economic landscape calls for transformation and innovation.
  |  By InsightSoftware
Organizations across all industries need more accurate and faster business insights, and finance teams are producing an ever-increasing volume of operational reports to meet that need.
  |  By InsightSoftware
Driver based budgeting (DBB) is rapidly gaining attention. As business environments rapidly change, business leaders are seeking to gain greater agility and responsiveness. DBB is an innovative approach to planning and budgeting designed to identify the variables that have the greatest impact on a company's performance. By tying budgets to those critical variables, finance leaders can build flexibility into budgets, enabling them to adjust quickly to changing conditions.
  |  By InsightSoftware
A unique combination of evolving tax regimes and regulations, disruption to global trade triggered by the pandemic, a strengthening focus on the environmental, social and governance (ESG) agenda, and increasingly powerful technologies is bringing about change for multinational companies and their tax teams. It's also creating an exciting opportunity to completely reset multinational enterprises' (MNEs) approach to tax planning and forecasting by investing in high performance software. This will enable tax teams and professionals to add significant value to their organizations.

insightsoftware delivers financial confidence to the Office of the CFO, across industries and around the globe, with an ever-expanding portfolio of software solutions with unique ERP smarts. Over 30,000 organizations worldwide rely on our best-in-class reporting, analytics, budgeting, forecasting, consolidation, and tax solutions to provide them with increased productivity, visibility, accuracy, and compliance.

Shrink Planning, Reporting, and Close Cycles by 50%:

  • Financial Planning & Analysis: Rapidly update your plans as events unfold with streamlined data collection & forecasting.
  • Financial Reporting: Drill into the details of your live ERP data, directly in Excel – without IT or consultants.
  • Consolidation: Maintain a higher standard of quality at scale while shrinking your close cycles by automating processes.