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Many people in project management think of Microsoft Excel as an inferior tool. They worry about version control with collaboration across the business, especially when dealing with large enterprise projects. However, Excel can be a powerful project management tool when used with the right add-ins. When you understand the unique challenges of enterprise projects and […]
If you’re moving finance data into Microsoft Fabric to unify data management and analytics, are you able to quickly get the reports you need for real-time enterprise-wide collaboration and decision-making? You can if you’re using Atlas from insightsoftware to wrangle all that data and reporting. Atlas gives your team the ability to build and refresh […]
Regulatory compliance is a given for any organization. Every business must remain compliant with local, national, and international laws. Compliance is a requirement, but it has other ripple effects. With compliance comes trust, which fosters talent retention, customer renewal, and additional sales through word-of-mouth. But when laws constantly sprout up and change, staying compliant can […]
Advanced Notice of Pricing Information for Cubeware On Jan. 1, 2026, insightsoftware will make the following price adjustments: Increase current list prices for Cubeware. Leave our professional services rates unchanged. Uplifts will be applied to renewals. Please review the following information and resources. As always, if you have questions, please reach out to your […]
After spending hours perfecting your BI dashboard, you export a report only to watch headers shift, page breaks split tables, and logos resize unpredictably. What should take minutes becomes hours of manual reformatting before documents meet compliance standards. This repeats daily across enterprises. Modern BI platforms optimize for responsive dashboards that adapt to screens, but […]
When it comes to dashboards, there are usually two schools of thought: self-service dashboards users can build themselves or finished dashboards. In our world, we call these finished dashboards managed dashboards. There is no right or wrong choice. Self-service dashboards are excellent for exploration and flexibility. Managed dashboards are just as valuable because they give […]
If your organization relies on Informatica’s Information Lifecycle Management (ILM) for business reporting, recent announcements about the platform entering maintenance mode have likely raised important questions about your reporting strategy. Understanding what this transition means and how to protect your critical data access are essential for maintaining business continuity. Understanding the Impact of Maintenance Mode […]
Sitting alone in the office with 54 spreadsheets open? Manually collating the budget shared by other functions into a master sheet? Boggled by scores of reports you need to create on Excel? You are not alone. A study by the Association of Finance Professionals (AFP) found 96% and 93% of practitioners using spreadsheets for planning […]
The Wisdom of Crowds Business Intelligence Market Study from Dresner Advisory Services is one of the most recognized annual benchmarks for BI and analytics. It captures how organizations are investing, what priorities they set, and which technologies are delivering the most value. The 2025 edition highlights steady growth in BI spending and shifts in user […]
Picture this: You’re a CFO presenting quarterly results to the board. A sharp-eyed member questions a major variance in your forecasting model. You’re ready, you explain that your AI system caught the anomaly early. But then comes the kicker: “How exactly did the AI reach that conclusion?” Suddenly, your confidence wavers. If your best answer […]
Picture this: As you’re analyzing sales data in Qlik or in Power BI, you spot an obvious error in a customer name and think “I wish I could just fix this right here instead of sending another email to IT.” If this sounds familiar, you’re not alone. The good news is that the business intelligence […]
Microsoft Excel is a powerful tool, and it’s useful for more than numbers. Many people use Excel to manage tasks in their everyday lives beyond financial calculations. Most Excel users aren’t aware of all the intricate tips and tricks that help you get the most out of Excel. There are so many functions and formulas […]
AI-powered solutions fuel insightsoftware growth, achieving national recognition for the second consecutive year RALEIGH, N.C., August 12, 2025 – insightsoftware, the most comprehensive provider of solutions for the Office of the CFO, today announced that for the second consecutive year, it has been named to the Inc. 5000 list. The annual list features the fastest-growing […]
You can never have too much data, right? But sometimes it feels like that’s the problem when you’re trying to get your enterprise resource planning (ERP) system to play nice with Excel and quickly give you the reports you need. It’s a common challenge for finance teams, and you can fix it. Creating a bridge […]
The first half of 2025 didn’t exactly go easy on finance teams. Between economic swings, shifting regulations, and growing pressure from leadership to deliver real-time insights, a lot of carefully laid plans went sideways. With supply chains, currency markets, and interest rates all in flux, the spotlight is back on data accuracy and scenario planning. […]
The financial planning and analysis (FP&A) landscape is undergoing a fundamental transformation. While spreadsheets have been the backbone of financial planning for decades, the limitations of Excel-based processes are becoming increasingly apparent in our data-driven, AI-powered business environment. Extended Planning and Analysis (xP&A) represents the next evolution—moving beyond traditional FP&A to embrace intelligent planning solutions […]
The Problem: REST APIs vs. Modern BI Tools Your customers want dashboards and real-time analytics from your data. You’ve built a REST API thinking you’re providing great data access. But there’s a fundamental architectural mismatch creating hidden friction. The core issue: REST APIs were designed for lightweight transactional tasks: pulling a user record, updating a […]
When Microsoft released translytical task flows with write back, Power BI took a big leap. This is just the beginning of Microsoft enhancing write back capabilities within Power BI. Let’s take a look at where this currently stands, and where it is going. Microsoft’s translytical task flows bring native write back to Power BI. That’s […]
Let’s face it. Data lakehouses are the new normal, but that does not mean they are easy to use. Apache Iceberg gives you version control, schema evolution, and fine-grained partitioning. Trino lets you query it all with blazing speed. When it is time to plug that into your BI tools or analytics pipelines, things often […]
Strategic integration combines Longview Tax’s reporting capabilities with Orbitax’s global compliance expertise to streamline complex tax processes RALEIGH, N.C. and SAN FRANCISCO – July 29, 2025 – insightsoftware, the most comprehensive provider of solutions for the Office of the CFO, and Orbitax, a leading provider of international tax technology solutions, today announced a strategic partnership […]
Any finance leader knows the pain of waiting on IT just to make a simple change. “I’ll submit a ticket” has become synonymous with bottlenecks, delays, and frustration. Every request can take days or weeks, stalling workflows and draining productivity. As finance teams grow increasingly complex and dynamic, relying on IT for every tweak is […]
Some Nordic companies are voluntarily increasing their supply chain costs by 15-20% to implement what they call “friendshoring strategies.” On the surface, this looks like economic madness. They’re paying more for the same products just to source them from politically stable countries. But dig deeper, and you’ll discover that these companies have figured out something […]
The continual turnabouts in global tariffs have finance teams in the APAC region spinning to keep up. With proposed tariff percentages up one week and down the next, finance can’t work in isolation anymore. You need extended planning and analysis (xP&A) tools that connect all your data. You need supplier locations from procurement, production capacity […]
Finance teams across the UK and Ireland are dealing with uncomfortable friction from tariff reverberations affecting cross-border trade. Businesses in the region must navigate different trade systems while trying to maintain integrated business relationships. To handle the ongoing tariff changes, finance teams need tools that will model scenarios in real time and maximize their business […]
When the EU introduced the Carbon Border Adjustment Mechanism (CBAM)—effectively creating a new tax on carbon-intensive imports—it fundamentally changed how finance teams need to think about cost modeling. Along with tariff shifts, French industrial and agricultural exporters are juggling multiple compliance requirements. With these complex needs, you have a timely opportunity to rethink your financial […]
You know that feeling when you’re about to make a major purchase, but you keep waiting for the right time? That’s what’s happening with many North American businesses right now. Instead of waiting to buy a car, however, they’re holding off on capital expenditures and supply chain deals. If you’re nodding your head “yes,” then […]
The journey from disconnected data silos to self-service automation and predictive visibility is well underway for many finance organizations. But the million-dollar question remains: what’s the actual return on investment from this transformation? Beyond time savings and process improvements, modern finance transformation drives strategic value that directly impacts the bottom line. Adding AI into the […]
Traditional financial reporting often feels like looking in the rearview mirror. By the time a P&L report highlights a problem, it’s often months too late to respond effectively. The lag inherent in historical data means finance teams miss early warning signs of margin pressure, customer churn, or operational bottlenecks. To stay ahead, CFOs need predictive […]
The DACH region’s export-heavy economy, particularly in automotive and machinery, is facing some maneuverability challenges. Tariffs and trade rules seem to change faster than a Formula 1 pit stop. To keep up, businesses in the region need modern financial planning and analysis (FP&A) tools that let you change directions quickly without going off track. German […]
Creating dashboards and reports shouldn’t require a technical background, or hours of your users’ time. When applications lack user-friendly analytics, customers are forced to depend on IT just to understand their own data. That’s where conversational BI comes in. Whether you’re a business leader or a data analyst, conversational BI adapts to how you work, […]
Recently, Oracle users gathered in Orlando, Florida, for Ascend 2025, which brought the Oracle community together for four days of roundtable discussions, education, and networking. We were excited to attend and meet Oracle-driven finance teams to talk about the latest trends and challenges in a year defined by unpredictability. Here, we discuss the top five […]
insightsoftware receives its fifth consecutive perfect recommendation score, demonstrating excellence in business intelligence (BI) RALEIGH, N.C. – July 15, 2025 – insightsoftware, a global provider of comprehensive solutions for finance, accounting, and operations teams, today announced it has been recognized as a leader in Dresner Advisory Services’ 2025 Wisdom of Crowds® Business Intelligence Market Study. […]