insightsoftware
insightsoftware is a PE-backed provider of financial reporting, enterprise performance management, tax, lease accounting, and embedded analytics software for the Office of the CFO, connecting to 200+ ERP, data warehouse, and cloud environments with an AI-enabled platform.
- Company typePrivate
- Founded2021
- HeadquartersRaleigh, United States
- Headcount1,001–5,000
- GTM typeB2B
- OfferingSoftware
What insightsoftware does
insightsoftware is a privately held, PE-backed software company headquartered in Raleigh, North Carolina that markets itself as a comprehensive provider of solutions for the Office of the CFO. Since 2021 it has been jointly controlled by Hg, TA Associates, Genstar, and ST6 following an approximately $1 billion equity investment from Hg that valued the company at around $4 billion; the firm has executed an aggressive acquisition program, completing more than fifteen deals between 2020 and 2025 across reporting, EPM, lease accounting, BI, embedded analytics, and data connectivity.
The company's product portfolio is built on an AI-enabled integrated platform with a data virtualization layer that connects to 200+ ERP, data warehouse, modern data stack, and cloud environments. It is organized around three pillars: ERP Reporting (Angles, Wands, Hubble, Jet Reports, Atlas, Spreadsheet Server across Oracle, SAP, Microsoft Dynamics, and 140+ additional ERPs); Accounting/Finance (JustPerform for EPM, Longview for tax provisioning and transfer pricing, Certent for disclosure and equity management, LeaseAccelerator and related lease lifecycle solutions); and Data + Analytics (Simba ODBC/JDBC drivers, Logi Symphony embedded analytics, Vizlib and Fiplana for Qlik, Power ON for Power BI). Recent additions include the Simba Intelligence AI Semantic Platform and a cloud-native Jet Analytics Platform built with TimeXtender. Certifications include ISO 27001, SOC 2 Type 2, GDPR, and CCPA compliance.
Revenue is generated primarily through enterprise software subscriptions (annual and multi-year SaaS contracts), supplemented by professional services for implementation and training, Simba Managed Services for custom driver development, and some perpetual or term licensing on legacy products. Go-to-market combines direct enterprise field sales (with "Request a Demo" and quote-based pricing), inside sales, and a partner ecosystem of resellers, implementation consultants, and OEMs including Microsoft AppSource distribution and a SnapLogic OEM partnership. Customer logos span large multinationals across food & beverage (Sobeys, Starbucks, Heineken), manufacturing (Rockwell, Carrier, Otis, Edwards, Sika), technology (Lululemon, STMicroelectronics), financial services (Export Development Canada), higher education (Brown University), and healthcare (McKesson), with a stated base of more than 500,000 users globally.
insightsoftware firmographics
Firmographics- Name
- insightsoftware
- Legal name
- insightsoftware
- Website
- https://insightsoftware.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- insightsoftware is a PE-backed provider of financial reporting, enterprise performance management, tax, lease accounting, and embedded analytics software for the Office of the CFO, connecting to 200+ ERP, data warehouse, and cloud environments with an AI-enabled platform.
- Ownership category
- akta.pro rank
insightsoftware industry classification
Industry- Product category
- Enterprise Performance Management Software
- NAICS
- Software Publishers (5132), Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)
Keywords
Where insightsoftware is headquartered
LocationHeadquarters
- HQ city
- Raleigh
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
insightsoftware business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscriptions: SaaS-based software solutions sold through subscription licensing, including cloud products for financial reporting, analytics, EPM, lease accounting, and data connectivity. Revenue generated through annual and multi-year contract renewals.
- Professional Services: Implementation, consulting, and training services to support product deployment and customer success
- Managed Services: Simba Managed Services offering outsourced custom driver development
- Perpetual/Term Licensing: Some products offered as one-time licenses or term-based licenses alongside subscription offerings
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise pricing with custom quotes based on organizational needs |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels9 records
insightsoftware product offering
Product offeringCore offering
insightsoftware sells ERP-connected financial reporting, enterprise performance management (EPM), tax, lease accounting, and embedded analytics software for the Office of the CFO. The product portfolio includes ERP reporting modules for Oracle, SAP, and Microsoft Dynamics; EPM and disclosure management (JustPerform, Certent); tax and transfer pricing (Longview); lease lifecycle management (LeaseAccelerator, EZLease); and data connectivity plus embedded analytics (Simba Drivers, Logi Symphony, Power ON, Vizlib). All offerings are built on a proprietary data virtualization layer that connects to 200+ ERP and data environments, with AI capabilities delivered through Lineos and the Simba Intelligence semantic layer.
Product overview
insightsoftware is a comprehensive provider of solutions for the Office of the CFO, offering a platform-plus-modules architecture that connects to 200+ ERP, data warehouse, modern data stack, and cloud vendor environments. The platform is built on an advanced data virtualization layer and enabled with AI capabilities through Lineos AI. The product portfolio spans three core areas: ERP Reporting (including Angles, Wands, Jet Reports, Atlas, Spreadsheet Server for Oracle, SAP, Microsoft Dynamics, and 140+ other ERPs), Accounting/Finance (including JustPerform for EPM, Longview for tax and transfer pricing, Certent for disclosure and equity management, LeaseAccelerator and related lease solutions), and Data + Analytics (including Simba drivers for data connectivity, Logi Symphony for embedded analytics, Vizlib and Fiplana for Qlik, Power ON for Power BI). Recent additions include Simba Intelligence for AI semantic layer capabilities, Jet Analytics Cloud with TimeXtender for data foundation, and various acquired products including Fiplana, LeaseAccelerator, FXLoader, Dundas, Cubeware, Calumo, Clausion, and Legerity.
Differentiator
Problem solved
Functional benefit
Brands
- Lineos: AI powered by insightsoftware - finance AI assistant
- Simba Intelligence
- Jet Analytics
- Jet Reports
- Angles
- Wands
- Logi Symphony
- Logi Report
- Dundas
- Longview
- Certent
- LeaseAccelerator
- JustPerform
- Vizlib
- Power ON
- FXLoader
- Spreadsheet Server
- Hubble
- Atlas
- Fiplana
- EZLease
- IDL
- Calumo
- Cubeware
Products and services
- Lineos AI
Quantifiable outcome
- 500,000+ users relying on insightsoftware for data insights
- +4 more outcomes
Companies that use insightsoftware
Customer profileNamed customers14 records
Segments4 records
Ideal customer profiles4 records
insightsoftware technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration15 records
AI capability6 records
Feature8 records
insightsoftware partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core.
- TimeXtendercoreLaunched new cloud-native version of Jet Analytics in partnership with TimeXtender, designed to help organizations overcome data-related barriers to AI adoption. Platform integrates with Microsoft Fabric, Snowflake, Azure Data Lake, and Power BI. Launch expands existing partnership and includes dual-platform strategy.
- SnapLogiccoreExpanded OEM partnership to advance integration solutions for CFOs. Collaboration aims to strengthen agentic integration within financial operations, enabling automated data flows between enterprise systems.
- MicrosoftcoreStrategic integration partnerships across Microsoft ecosystem including Power BI, Dynamics AX/F&SCM, Dynamics BC/NAV/GP, Azure, and Microsoft Fabric. Products include Jet Analytics, Jet Reports, Atlas, and Logi Symphony deployment on Azure.
- OraclecoreDeep integration with Oracle ERP ecosystem including Angles for Oracle, Wands for Oracle EBS, Hubble for JD Edwards & EBS, and Process Runner for SAP automation.
- SAPcoreComprehensive SAP integration including Angles for SAP, Wands for SAP, and Process Runner for automation across SAP modules and ECC/S/4HANA environments.
- QlikcoreStrategic partnership through Vizlib (analytics and write-back for Qlik) and Fiplana (financial planning & analysis in Qlik ecosystem). Products support Qlik Sense and Qlik Cloud.
- Power BIcoreIntegration partnership with Microsoft Power BI including Power ON for planning and write-back, Jet Analytics for data warehouse automation, and Simba Workday integration for Power BI connectivity.
- SnowflakecoreIntegration with Snowflake cloud data platform as part of Jet Analytics cloud platform and Simba data connectivity ecosystem.
- Microsoft FabriccoreJet Analytics cloud platform integrates with Microsoft Fabric, enabling unified, governed data foundation for AI adoption.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
insightsoftware competitors and assessment
Company assessmentDirect peers
- OneStream: Direct competitor offering a unified EPM/FP&A platform for Office of the CFO use cases (financial consolidation, planning, reporting), pursuing the same enterprise buyer as insightsoftware's JustPerform/Calumo/Clausion suite.
- Vena Solutions: Direct peer in Excel-native FP&A/close and budgeting; competes for mid-market Office of Finance buyers similar to insightsoftware's Spreadsheet Server and Jet Reports franchises.
- Workiva: Direct peer in financial/regulatory reporting, ESG, and audit/close collaboration — competing with insightsoftware's Certent disclosure management and Office of the CFO positioning.
- Anaplan: Direct peer in connected planning/FP&A; competes for budget and wallet share against insightsoftware's EPM offerings (Fiplana, Calumo, JustPerform) targeting CFOs and finance ops.
- Planful: Direct FP&A/EPM cloud platform competitor targeting mid-market and enterprise finance teams, competing head-to-head with JustPerform, Calumo, and Fiplana.
- BlackLine: Direct peer in close/accounting automation and Office of the CFO, with overlapping capabilities in account reconciliation (Now in insightsoftware via JustPerform's Virtual Teammate) and intercompany/transaction matching.
Emerging players
- Pigment: Fast-growing AI-forward EPM/FP&A platform competing for strategic planning and consolidation deals; overlaps with JustPerform and broader FP&A suite, currently a more focused challenger.
Broad incumbents
- SAP (S/4HANA / Datasphere / SAC): Incumbent ERP and analytics platform whose SAP Datasphere and SAP Analytics Cloud stack overlap with insightsoftware's Angles for SAP, Wands, and JustPerform on ECC/S/4HANA installs.
- Oracle (EPM Cloud / Fusion ERP): Larger ERP/EPM incumbent whose native Fusion ERP/EPM Cloud could either partner or compete with insightsoftware's ERP Reporting and EPM extensions on Oracle stack.
- Wolters Kluwer (CCH Tagetik / TeamMate): Broad incumbent in performance management (CCH Tagetik competes with Longview and JustPerform) and audit/accounting tools, often alongside Microsoft/Oracle partnerships similar to insightsoftware.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
insightsoftware social profiles
Digital presenceinsightsoftware compliance and trust
Trust signalCompliance4 records
insightsoftware financial estimates
Financial estimateRevenue estimate
Valuation estimate
insightsoftware leadership team
Management profileNumber of profiles
Profiles17 records
insightsoftware subsidiaries and ownership
Company hierarchySubsidiaries10 records
insightsoftware funding detail
Funding detailFunding overview
Funding rounds2 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
insightsoftware M&A and investment
M&A and investmentM&A26 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about insightsoftware
What does insightsoftware do?
insightsoftware sells ERP-connected financial reporting, enterprise performance management (EPM), tax, lease accounting, and embedded analytics software for the Office of the CFO. The product portfolio includes ERP reporting modules for Oracle, SAP, and Microsoft Dynamics; EPM and disclosure management (JustPerform, Certent); tax and transfer pricing (Longview); lease lifecycle management (LeaseAccelerator, EZLease); and data connectivity plus embedded analytics (Simba Drivers, Logi Symphony, Power ON, Vizlib). All offerings are built on a proprietary data virtualization layer that connects to 200+ ERP and data environments, with AI capabilities delivered through Lineos and the Simba Intelligence semantic layer.
Is insightsoftware a public or private company?
insightsoftware is a private company. It is classified as private equity controlled and is currently operating.
When was insightsoftware founded?
insightsoftware was founded in 2021. It employs 1,001 to 5,000 people.
Where is insightsoftware based?
insightsoftware is headquartered in Raleigh, United States, in the North America region.
How does insightsoftware make money?
Four revenue lines are on record. Software Subscriptions are the primary driver. The others are professional Services, managed Services and perpetual/Term Licensing.
Who are insightsoftware's main competitors?
Direct peers on record are OneStream, Vena Solutions, Workiva, Anaplan, Planful and BlackLine. Pigment is listed as an emerging player. Broad incumbents are SAP (S/4HANA / Datasphere / SAC), Oracle (EPM Cloud / Fusion ERP) and Wolters Kluwer (CCH Tagetik / TeamMate).
Does insightsoftware have an API?
No public API is recorded for insightsoftware.
What industry is insightsoftware in?
insightsoftware's product category is Enterprise Performance Management Software. Its primary akta.pro industry code is HDAEAEAK, Enterprise Performance Management (EPM) & FP&A Platforms. Its NAICS code is 5132 and its SIC code is 7372.