Systems | Development | Analytics | API | Testing

insightsoftware Recognized in the 2025 Gartner Magic Quadrant for Financial Planning Software

In 2025, insightsoftware was recognized in Gartner’s Magic Quadrant for Financial Planning Software. The recognition focuses on insightsoftware’s JustPerform product, which offers web-based budgeting, planning, and forecasting with an Excel-like interface and self-service reporting, dashboards, and analytics.

The Tax Exchange Series

Tax is strategy, risk, technology, and real business impact all rolled into one. Our video series brings together practitioners sharing what’s actually working right now. From transfer pricing pressure and global regulatory shifts to AI, ERP realities, and elevating tax’s voice in business decisions, these conversations focus on practical insight you can actually use. Real perspectives. Straightforward conversations. No fluff.

Simba Connect Demo: Simplify Workday Data Access With SQL

From 51 API Calls to 10 Lines of SQL: Accessing Workday Data With Simba Connect Accessing Workday data through raw APIs means dealing with pagination, rate limits, nested JSON parsing, authentication logic, and dozens of sequential API calls — just to build a simple HR dashboard.

The Five Pillars of AI Compliance Excellence

95% of AI pilots are failing. Here's why the other 5% are winning. While most organizations scramble to retrofit compliance into their AI implementations, leading finance teams are building it in from the start—and gaining a major competitive edge. Three insights that caught my attention: → Vendor solutions succeed at 2x the rate of internal builds (67% vs 33%)—your team's expertise matters more than you think.

The Five Pillars of AI Compliance Excellence

The AI revolution in finance is no longer a question of “if” but “how fast” and “how responsibly.” While our previous posts explored AI auditability frameworks, agentic workflows that transform finance operations, and building AI native Finance teams, today’s CFOs face an equally critical challenge: successfully navigating the complex and rapidly evolving landscape of AI compliance.

How to Choose Between Server-Side and Web-Based Reporting

Any time an organization closes the books or practices the governance needed to meet regulatory demand, it relies on reporting. Reporting technology is designed to save time while increasing accuracy, but many long-standing reporting vendors are existing or de-emphasizing this still-essential space. This leaves a gap for teams that need a modern, production-grade reporting solution. And when choosing between reporting tools, architecture is important.

insightsoftware Data + Analytics Wins 2025 Dresner Technology Innovation and Application Innovation Awards for Embedded BI

For the fifth consecutive year, Dresnor Advisory Services has recognized insightsoftware Data + Analytics as a top Embedded Business Intelligence solution. This year’s dual recognition, winning both the 2025 Technology Innovation Award and 2025 Application Innovation Award, reinforces Logi Symphony’s position as the market’s premier solution for embedding analytics directly into applications.

Microsoft Access Loses Salesforce Connector - Here's Your Replacement Plan

Microsoft retired the Access Salesforce connector in October 2025. Here's how to keep your data flowing with the Simba Salesforce ODBC Driver. If you've been using Microsoft Access to connect to Salesforce, you need a new solution. The good news? Simba has been powering Microsoft's Salesforce connectivity under the hood for years. Same proven driver, same reliable performance. The switch is simple: update one connection string and your queries keep running, your reports stay intact, and your stakeholders don't even need to know anything changed.

The Future of AI in the Enterprise

As AI continues to rise in importance across all industries, the cost of implementation, readily available access to cloud computing, and practical business use cases make AI-powered offerings a competitive advantage for product managers, engineering, and data leaders. However, AI isn’t without its fair share of risks and challenges.

Unifying Snowflake & Apache Iceberg in Logi Symphony via Simba's ODBC Driver

How do you connect Snowflake and Apache Iceberg to embedded analytics without adding complexity? In this video, we demonstrate:→ Setting up the Simba Snowflake ODBC driver via system DSN→ Why pushdown queries matter for performance→ Building governed, reusable metrics in Logi Symphony→ Delivering fast, interactive dashboards on live retail data The result: unified sales and inventory analytics without the ETL pipelines, Python scripts, and custom services that create support headaches.