Shrink Planning, Reporting, & Close Cycles by 50%




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See for yourself why over 500K+ users are using insightsoftware

Connect ERPs Directly to Excel.
Real-Time Data. No IT Needed.

  • Export Data to Excel - Easily export real-time data from your ERP into Excel. No manual downloads or CSVs.
  • Self-Serve Custom Reports - Create reports with a drag-and-drop interface. Save reports as templates.
  • Combine Sources - Combine data from all common systems. Includes GL and non-GL-data.
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Dashboards that transform
data into actionable insights.

  • Customizable - Create custom reports embedded in your application. Allow users drilling into data with a few clicks.
  • Pixel Perfect - Make interactive reports your stakeholders want to use. Integrates seamlessly without clunky iFrames.
  • No Code - Build and customize dashboards with a simple online interface. No developers required.
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Shorten planning cycles 50%
by automating FP&A.

  • Live Data - Access live data from your ERP in your dashboard or Excel. Track revenue, cash flow, and more.
  • Instant Analysis - Create accurate budgets and forecasts in minutes. Sales forecasts, workforce planning, budgeting.
  • Single Source of Truth - Get one platform for all your planning data. Access on any device. Updated in real-time.
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Shorten planning cycles and
support continuous planning.

  • Streamlined Processes - Plan frequently and accurately by eliminating manual, spreadsheet-based processes.
  • Enhanced Decision-making - Implement rolling forecasts and scenario planning for better-informed decisions.
  • Extended Planning - Empower frontline workers to participate in the planning process to increase accuracy.
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Collect and analyze tax data
to drive strategic decisions.

  • Automate Data Collection - Put real-time data at your fingertips to support analysis and strategic tax planning.
  • Forecasting & Scenarios Analysis - Forecast ETR and the impact of strategic or regulatory changes.
  • Global Tax Planning - Understand tax implications across your global footprint. Manage BEPS Pillar Two elections
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Fast and accurate close and
consolidation.

  • Automated Consolidation - Accelerate the close process by automating all the manual data colleciton.
  • Complex Scenarios - Handle complex consolidation scenarios, multiple sources, currencies, and entities.
  • Compliance - Pre-built safeguards meeting accounting standards including audit trails and access controls.
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INTEGRATIONS

Connect to 140+ ERPs
and EPMs

Customer Stories

Julie Muller
Julie Muller

Finance Manager

40% Less Time

"I'd say we need 30 to 40 percent less time to get our work done, all thanks to Jet. Fixed assets, for example, used to take half a day; now jet does that automatically. That's amazing."

Nick Stuart
Nick Stuart

Corporate Controller

2 Days Saved Every Week

"The CFO and I can pull up the data and see where our cash is at any time. It's really been a life saver, especially during these uncertain times."

Brian Meyers
Brian Meyers

Controller

70% Less Time

"It's not just the huge amount of time that is saved; it's also the sheer amount of information that's available at the click of a button."

Resources

resource 1

Sample Report

Manufacturing KPI Dashboard

resource 2

White Paper

Top 10 Best Practices for Financial Reporting in Excel

resource 3

White Paper

How to Build Useful KPI Dashboards