Websites using Insitesoft

Okay, let s break down Insightsoftware (often stylized as insightsoftware) across those categories:

Overview

• What it is: Insightsoftware is a global provider of financial reporting and performance management software. Their main goal is to help organizations gain real-time insights into their financial data, streamline reporting processes, and improve decision-making. They offer a broad suite of solutions designed to connect to various ERP (Enterprise Resource Planning), EPM (Enterprise Performance Management), and other data sources.

• Focus: Their focus is primarily on automating and enhancing financial processes. This includes things like:

  • Financial Reporting: Automating the creation and distribution of financial statements and reports.
  • Budgeting & Planning: Supporting budgeting, forecasting, and financial planning activities.
  • Consolidation: Streamlining the consolidation of financial data from multiple entities.
  • Tax Reporting: Aiding in tax compliance and reporting.
  • Close Management: Automating reconciliation, task management, and improving the efficiency of the accounting close.

• Target Audience: Their solutions are aimed at mid-sized to large organizations across various industries. Typical users include CFOs, controllers, finance teams, accounting professionals, and business analysts.

Revenue

• As a privately held company (owned by TA Associates and Genstar Capital), Insightsoftware doesn t publicly disclose its exact annual revenue. However, estimates place their annual revenue above $400 million USD based on company size, employee numbers, and market position. They have grown significantly through acquisitions.

Alternatives

Here are some prominent alternatives to insightsoftware, categorized by general function:

• For Financial Reporting:

  • BlackLine: Strong in account reconciliation and close management.
  • Workiva (Wdesk): Cloud-based platform for reporting, compliance, and XBRL tagging.
  • CCH Tagetik: Comprehensive CPM platform with strong reporting and planning.
  • OneStream: Unified platform for CPM with robust consolidation and reporting capabilities.
  • Vena: CPM solution designed for mid-market.
  • Prophix: CPM software focuses on mid-sized companies.
  • Adaptive Planning (Workday Adaptive Planning): Cloud-based planning and reporting tool.
  • Datarails: FP&A software for SMBs, connecting to Excel.

• For Budgeting & Planning:

  • See many of the above alternatives (CCH Tagetik, OneStream, Vena, Prophix, Workday Adaptive Planning, Datarails)

• For Consolidation:

  • See many of the above alternatives (CCH Tagetik, OneStream)
  • SAP Group Reporting: for companies heavily invested in the SAP ecosystem

• More focused ERP-integrated Reporting:

  • Jet Reports: Popular for Microsoft Dynamics users.
  • Solver: Integrates with a wide range of ERP systems
  • BI360 (now part of insightsoftware): Although insightsoftware owns it, some may consider it as separate if comparing pre-acquisition.

Key Considerations when Choosing Alternatives:

• ERP Integration: How well does the alternative integrate with your existing ERP system (SAP, Oracle, Microsoft Dynamics, NetSuite, etc.)? This is crucial.
• Cloud vs. On-Premise: Do you prefer a cloud-based solution or an on-premise solution?
• Scalability: Can the solution scale as your business grows?
• Complexity: How complex is the implementation and ongoing maintenance?
• Budget: Pricing can vary significantly.

Pricing

• Insightsoftware does not publish specific pricing information on its website. Their pricing is typically quote-based and depends on several factors, including:
  • The specific modules and solutions you need.
  • The number of users.
  • The size and complexity of your organization.
  • The level of support and services required.
• Expect: To obtain pricing, you ll need to contact Insightsoftware directly for a demo and a customized quote. Generally, CPM and financial reporting software can be a significant investment, involving both upfront implementation costs and ongoing subscription fees.
• Consider asking about: Implementation costs, training fees, ongoing support costs, and any potential hidden fees.

Customer Care Details

• Support Channels: Insightsoftware typically offers customer support through various channels, including:

  • Online Support Portal/Knowledge Base: A self-service portal with documentation, FAQs, and troubleshooting guides.
  • Email Support: For submitting support requests via email.
  • Phone Support: For more urgent issues that require immediate attention.
  • Community Forums: Opportunities to connect with other users and share knowledge.
  • Professional Services: Implementation services, training, and consulting.

• Reputation: Customer reviews on sites like G2, Capterra, and TrustRadius tend to be mixed. Some users praise the power and functionality of the software, while others cite challenges with implementation, complexity, and the support experience. It is important to carefully review the latest reviews, paying particular attention to:

  • Ease of Use: Is the software intuitive and user-friendly?
  • Implementation Process: How smooth and efficient is the implementation process?
  • Support Responsiveness: How responsive and helpful is the support team?
  • Integration Issues: Are there any challenges with integrating the software with existing systems?

• Key Considerations: When evaluating Insightsoftware s customer care, consider:

  • Service Level Agreements (SLAs): What are the guaranteed response times and resolution times for support requests?
  • Training Options: What training options are available to ensure that users can effectively use the software?
  • Dedicated Account Management: Will you have a dedicated account manager to assist with your needs?
  • Customer Success Programs: Does Insightsoftware offer customer success programs to help you achieve your business goals?

In Summary

Insightsoftware is a major player in the financial reporting and performance management space. They offer a broad suite of solutions, but it s crucial to carefully evaluate your specific needs, compare alternatives, and thoroughly investigate their customer support reputation before making a decision. Get a detailed demo, ask plenty of questions, and speak to current users to get a well-rounded perspective. Remember to factor in the total cost of ownership, including implementation, training, and ongoing support.