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Brief

insightsoftware

Financial Reporting & Analytics Software

insightsoftware connects directly to ERP and data systems to give finance teams fast, accurate reporting and analytics without reliance on IT, consolidating dozens of best-in-class tools under one vendor.

Last updated Jun 19, 2026 by the ATDb Editorial Team

Founded
2018
HQ
Raleigh, North Carolina, United States
Connections
1

At a glance

Employees
1001-5000
Revenue
$500M-$1B
1corporate family

About

One of the largest dedicated financial and operational reporting software platforms globally, built primarily through acquisitions of niche finance and analytics tools.

insightsoftware is a Raleigh, North Carolina-based enterprise software company specializing in financial reporting, analytics, budgeting, planning, and operational intelligence solutions. The company serves finance and accounting teams across a wide range of industries, providing tools that connect directly to ERP systems to enable faster, more accurate reporting and decision-making. Its product portfolio spans financial consolidation, close management, regulatory reporting, and embedded analytics. The company has pursued an aggressive acquisition-led growth strategy, acquiring dozens of software companies since its founding to build out a comprehensive suite of finance-focused tools. Notable acquisitions include Longview, Logi Analytics, Spreadsheet Server, Certent, Hubble, and many others. This strategy has made insightsoftware one of the broadest platforms in the financial and operational reporting space, serving over 30,000 organizations globally. While insightsoftware is not a core AdTech company, its connection to the AdTech ecosystem stems from its acquisition of analytics and data visualization platforms — such as Logi Analytics — that have been used by AdTech and media companies to embed reporting capabilities into their own products. Its presence in ATDb reflects its role as a parent or acquirer of companies with AdTech-adjacent lineage.

Business model

SaaS

Target market

Enterprise

What they offer

  • Longview

    Enterprise financial consolidation, close management, and tax reporting platform.

  • Logi Analytics

    Embedded analytics and self-service BI platform for software vendors and enterprises.

  • Spreadsheet Server

    Live ERP data reporting directly within Microsoft Excel.

  • Certent Disclosure Management

    Financial reporting and SEC/regulatory disclosure management solution.

  • Hubble

    Operational reporting and analytics for ERP systems including Oracle and JD Edwards.

  • Angles for SAP

    Operational reporting and analytics purpose-built for SAP environments.

  • Bizview

    Budgeting, planning, and forecasting solution for mid-market and enterprise.

  • CXO Software

    Financial reporting and dashboarding connected to ERP data sources.

Key features

Direct ERP connectivity for live financial dataEmbedded analytics for OEM/ISV use casesFinancial consolidation and close managementRegulatory and SEC disclosure reportingBudgeting, planning, and forecastingSelf-service reporting without IT dependencyPre-built ERP-specific report templatesMulti-entity and multi-currency consolidation

Use cases

Financial close and consolidation for multi-entity enterprisesEmbedded reporting within third-party SaaS applicationsERP-connected operational reporting for finance teamsSEC and regulatory disclosure managementBudgeting and rolling forecast automationAd hoc self-service analytics for non-technical finance users

Customer segments

Enterprise finance and accounting teamsMid-market CFO organizationsSoftware vendors embedding analytics (ISV/OEM)Public companies with SEC reporting requirementsMultinational corporations requiring consolidation

Tech & specs

Technology stack

Cloud-native SaaS architectureMicrosoft AzureREST APIsJavaScript/HTML5 for embedded analyticsERP connectors (SAP, Oracle, Microsoft Dynamics, NetSuite)Microsoft Excel integration

Security & compliance

SOC 2GDPRISO 27001CCPA

Deployment

CloudOn-premiseHybrid

API

Yes

Corporate history
  1. 2018 · Founded
  2. 2021Absorbed Logi Analytics3 sources
Connection details

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