insightsoftware is a global software provider focused on the Office of the CFO. Its portfolio spans financial planning and analysis, accounting, reporting, analytics, and operations, with an emphasis on turning financial and operational data into timely, usable insight. The company positions itself around connected finance workflows rather than isolated point tools.
Across its platform, insightsoftware combines application functionality with a shared data layer that connects to major ERPs, data warehouses, cloud platforms, and modern data stacks. That breadth allows it to support reporting, planning, compliance, data access, and embedded analytics for organizations that need finance-grade control while keeping business users productive.
Offerings, Capabilities, and Integrations
insightsoftware delivers connected capabilities across reporting, planning, close, tax, equity, disclosure, lease management, business intelligence, embedded analytics, and data connectivity. A consistent theme across the portfolio is direct access to operational and financial data, reduced dependence on manual spreadsheet consolidation, and faster decision-making for finance and operations teams.
Its platform integrates with more than 200 environments, including major ERP ecosystems such as Oracle, SAP, and Microsoft Dynamics, along with cloud data platforms and modern data stacks. insightsoftware also extends familiar working environments such as Excel, Microsoft 365, and Power BI, while supporting embedded, on-premises, private cloud, and hybrid use cases where governance, control, or application integration matter.
Products and Services
- Lineos: AI-powered suite that embeds contextual assistance, data analysis, summarization, and report creation into insightsoftware applications to speed finance workflows and decision-making.
- Angles Enterprise for Oracle: Oracle ERP reporting and process analytics solution that provides a context-rich business data model for Oracle E-Business Suite and Oracle Cloud Applications, with support for downstream BI and cloud data environments.
- Jet Reports: Excel-based reporting solution that lets users pull live data into Excel, create financial and operational reports, and build reports through guided wizards and pivot-based analysis.
- Power ON: Power BI write-back and planning software for real-time data entry, scenario modeling, approvals, and collaborative planning directly inside the Power BI environment.
- JustPerform: Cloud-native enterprise performance management platform for planning, forecasting, consolidation, and close, with no-code workflows, AI-enhanced forecasting, and broad source-system connectivity.
- Longview Tax: Corporate tax reporting and provision software designed to improve visibility, governance, tax forecasting, and ad hoc analysis while aligning tax processes with the close.
- Certent Equity Management: Equity management software for brokers and public or private companies to administer equity plans and support related governance and compliance processes.
- LeaseAccelerator: Enterprise lease management software that centralizes lease accounting, administration, and asset intelligence for ASC 842 and IFRS 16 compliance.
- Logi Symphony: Embedded analytics and business intelligence platform for dashboards, reporting, self-service analysis, and AI-enabled insights delivered natively inside business applications.
- Simba: High-performance data connectivity platform with ODBC and JDBC drivers, SDK capabilities, and managed services that help enterprises and software vendors access diverse data sources.
- Certent Disclosure Management: Disclosure management software for recurring regulatory, external, and internal reporting, combining Microsoft Office familiarity with governed data, collaboration, and XBRL or iXBRL workflows.
- Longview Transfer Pricing: Transfer pricing software that centralizes data, calculations, and workflows to modernize execution, improve auditability, and reduce manual effort.
- Atlas: Financial reporting software for Microsoft Dynamics that enables self-service Excel reporting, drill-down analysis, and write-back to Dynamics data.
Target Customers
insightsoftware primarily serves the Office of the CFO, including finance, accounting, tax, consolidation, disclosure, equity, lease, and operations stakeholders that need governed access to live business data. Its portfolio fits organizations looking to improve reporting speed, automate manual processes, and strengthen compliance without moving users too far from familiar tools such as Excel, Microsoft 365, and Power BI.
The company addresses a wide range of customer profiles, from mid-market organizations seeking more control over reporting and planning to large enterprises with complex ERP estates and regulatory obligations. It also serves BI leaders, application teams, ISVs, and developers that need embedded analytics or data connectivity capabilities inside commercial or internal applications.
Cloud Integrations and Marketplace
- AWS Marketplace: insightsoftware maintains an AWS Marketplace seller presence, including availability tied to offerings such as JustPerform, supporting cloud procurement within AWS environments.
- Google Cloud Marketplace: insightsoftware has a verified Google Cloud Marketplace presence through Logi Symphony, extending embedded analytics capabilities into Google Cloud environments and aligning with services such as BigQuery and Vertex AI.
- Microsoft Marketplace: insightsoftware has a Microsoft Marketplace presence, including listings such as Atlas for Dynamics 365, and supports Microsoft-centric deployment and procurement scenarios across its reporting and planning portfolio.
Key People
- Chris Jurasek: Chief Executive Officer and Chairman of the Board
- Jennifer Warawa: President
- Carolyn Koehn: Interim CFO
- Andrew Taylor: Chief Revenue Officer
- Bernie Emsley: Chief Technology Officer
- Chad Theule: Chief Customer Officer
- Laura Hanson: Chief Human Resources Officer
- Cassie Ammons: Chief Transformation Officer and Executive Chief of Staff
- John Little: General Manager, EMEA
- Aaron Thorne: SVP, APAC
- Vasanta Palakodety: SVP, India
Key Facts
- Headquarters: Raleigh, North Carolina, United States
- Employees: Over 2,500
- Annual Revenue: $450M-$500M
- Parent Company: GS Topco GP, LLC
- Subsidiaries: Approximately 18+ legal entities, including insightsoftware, LLC; insightsoftware International, Inc.; insightsoftware Australia Pty. Ltd.; insightsoftware France SAS; insightsoftware UK Ltd.; insightsoftware Singapore Pte Ltd; Vizlib, Inc.; Vizlib Ltd.; and LeaseAccelerator Inc.
- Publicly Listed: Not publicly listed (private)
Analyst Recognitions
- Gartner: 2025 Gartner Magic Quadrant for Financial Planning Software – Niche Player.
- IDC: 2026 IDC MarketScape: Worldwide Enterprise Planning, Budgeting, and Forecasting Applications Vendor Assessment – Major Player.
