insightsoftware

Connect financial data from enterprise systems to Excel for automated reporting and budgeting

Pricing model

Demo

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★ People love it

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Requires Expertise

You can use insightsoftware to connect your enterprise resource planning databases directly with spreadsheets and interactive reporting dashboards. It brings together financial reporting, planning, budgeting, lease accounting, and tax compliance data into a unified workspace. Teams can automate month-end close reporting, run country-by-country tax provisioning, track lease agreements under international accounting standards, and manage corporate equity programs. Instead of copying numbers manually between systems, you can pull live numbers directly into Excel and Power BI for quick variance analysis and audit preparation.

What insightsoftware does

Pull live general ledger balances into custom Excel financial statementsCalculate lease liability and right-of-use asset amortizationsGenerate corporate tax provision disclosuresTrack cap table ownership changes and share grant vesting schedulesAutomate foreign exchange rate lookups across ledgersBuild consolidated balance sheets across multiple operational entitiesWrite adjusted budget numbers directly back to ERP databasesDirect live data extraction from ERP databases into Microsoft ExcelCompliance tracking for lease accounting standards ASC 842, IFRS 16, and FRS 102Automated tax provision reporting and transfer pricing calculationsEquity administration for tracking cap tables, grants, and participant exercisesData writeback directly from spreadsheets back into business systemsAutomated currency exchange rate synchronization across accounting ledgersPre-built financial connectors for over 140 ERP and operational systems

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Pricing model: Book a demo

Tutorials & Demos

Frequently asked

Oracle

Power BI

Microsoft Excel

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