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By InsightSoftware
High-growth companies move fast. Headcount doubles. New markets open. Acquisitions close. And somewhere in the middle of all that momentum, your finance team is still manually stitching together spreadsheets, waiting on IT to refresh data, and running planning cycles that take longer than they should. The problem often isn’t your people, it’s your Enterprise Performance Management (EPM) system. The platform that served you well at $50M in revenue can become a serious liability at $200M.
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By InsightSoftware
If you’re building a SaaS platform or data product, it’s important to consider what BI tools your customers are already using. They want to connect Tableau, Power BI, Logi Symphony, or their own analytics stack directly to your data. They want SQL access, and to query your platform the way they query everything else. But expectations don’t quite meet reality once as tickets start flooding in.
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By InsightSoftware
Tableau Next launched as a cloud-only platform on Salesforce Hyperforce. Every generative AI capability on Tableau’s roadmap runs through Salesforce Data Cloud. But for ISVs serving healthcare, financial services, or any customer operating under regulations like GDPR, HIPAA, or DORA, this locks them out completely.
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By InsightSoftware
The ability to produce accurate and timely financial reports is a core skill needed in all organizations. Reports reveal the true health of companies, highlighting the positives and negatives that will affect enterprise performance for years to come. You have countless reports you can create, all with valuable insights to offer. But you should consider these a must.
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By InsightSoftware
Most guidance on database replication focuses on what happens inside the pipeline: which replication strategy to use, how to handle consistency, how to monitor lag, and how to manage failover. That’s all worth understanding. But this isn’t where many replication problems start. They begin when a team realizes that one of their most important data sources can’t participate in the replication pipeline at all.
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By InsightSoftware
In 2026, insightsoftware was recognized in Gartner’s Magic Quadrant for Financial Close and Consolidation Solutions. The recognition focuses on insightsoftware’s JustPerform product, which offers a unified, process-first architecture integrating consolidation, reconciliation, and reporting with self-service dashboards and analytics.
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By InsightSoftware
When it comes to database performance, most focus on writing better SQL or tuning database parameters. Both matter. But there’s a third layer that’s crucial to consider: the driver sitting between your application and your data source. Drivers decide where query operations actually execute. Some operations get pushed down to the data source, a fast process. Others get processed in the driver layer itself, which takes more time.
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By InsightSoftware
AI workflows for manufacturing need to be deployed quickly. Quality control systems, predictive maintenance tools, and supply chain optimization algorithms may be going live, yet compliance infrastructure is lagging behind. The result is a familiar pattern: pilots that prove out technically but stall before production because they can’t clear audit, safety, or regulatory review.
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By InsightSoftware
Every year, Dresner Advisory Services publishes some of the most closely watched research in the enterprise performance management (EPM) space. Unlike analyst firms that rely heavily on vendor briefings, Dresner’s Wisdom of Crowds methodology gathers data directly from end users — the finance leaders, FP&A professionals, and CFOs who live inside these platforms every day.
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By InsightSoftware
For most finance teams, the journey from annual planning through to financial close is anything but smooth. Spreadsheets pile up, emails get lost in inboxes, and critical financial data lives in disconnected systems across business units. The result? Delayed decisions, eroded profitability, and a planning process that exhausts the very people responsible for driving the organization forward.
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By insightsoftware
AI isn't failing because the models are weak. It's failing because the data beneath them is broken. 88% of AI pilots never make it to production. 74% of companies haven't seen value from AI. The uncomfortable truth? These failures aren't about intelligence—they're about access, governance, and context.
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By insightsoftware
Tax is strategy, risk, technology, and real business impact all rolled into one. Our video series brings together practitioners sharing what’s actually working right now. From transfer pricing pressure and global regulatory shifts to AI, ERP realities, and elevating tax’s voice in business decisions, these conversations focus on practical insight you can actually use. Real perspectives. Straightforward conversations. No fluff.
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By insightsoftware
From 51 API Calls to 10 Lines of SQL: Accessing Workday Data With Simba Connect Accessing Workday data through raw APIs means dealing with pagination, rate limits, nested JSON parsing, authentication logic, and dozens of sequential API calls — just to build a simple HR dashboard.
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By insightsoftware
95% of AI pilots are failing. Here's why the other 5% are winning. While most organizations scramble to retrofit compliance into their AI implementations, leading finance teams are building it in from the start—and gaining a major competitive edge. Three insights that caught my attention: → Vendor solutions succeed at 2x the rate of internal builds (67% vs 33%)—your team's expertise matters more than you think.
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By insightsoftware
Microsoft retired the Access Salesforce connector in October 2025. Here's how to keep your data flowing with the Simba Salesforce ODBC Driver. If you've been using Microsoft Access to connect to Salesforce, you need a new solution. The good news? Simba has been powering Microsoft's Salesforce connectivity under the hood for years. Same proven driver, same reliable performance. The switch is simple: update one connection string and your queries keep running, your reports stay intact, and your stakeholders don't even need to know anything changed.
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By insightsoftware
How do you connect Snowflake and Apache Iceberg to embedded analytics without adding complexity? In this video, we demonstrate:→ Setting up the Simba Snowflake ODBC driver via system DSN→ Why pushdown queries matter for performance→ Building governed, reusable metrics in Logi Symphony→ Delivering fast, interactive dashboards on live retail data The result: unified sales and inventory analytics without the ETL pipelines, Python scripts, and custom services that create support headaches.
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By insightsoftware
Why do large language models hallucinate? It's not a modeling problem. It's a data and context problem. This video breaks down why AI fails in enterprise environments and what it takes to get reliable, verifiable answers from your AI systems. When AI doesn't have governed access to live data, no understanding of your business rules, and no guardrails to keep it grounded, hallucinations aren't just likely. They're inevitable.
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By insightsoftware
Stop waiting weeks for SAP reports. Angles for SAP delivers instant data visibility with 1,800+ pre-built reports, automatic data quality checks, and seamless ECC/S/4HANA support—no IT tickets or coding required. See how companies achieve 50% faster reporting and 20% efficiency gains.
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By insightsoftware
See how Process Runner GLSU eliminates manual SAP data entry and accelerates month-end close. This 90-second demo shows how finance teams automate 40+ SAP FI transactions, process thousands of entries in minutes, and catch errors before they hit the system—all from Excel, no coding required.
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By insightsoftware
Managing your company's equity shouldn't be a complex task. Get a quick overview of how Certent Equity Management can help you streamline your entire process, from issuance to reporting and compliance. See how you can bring your cap table, employee stock plans, and financial reporting together in one secure, easy-to-use platform.
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By InsightSoftware
Budgets are critically important. For the CFO's standpoint, budgets are the roadmap for an organization's future. As budgeting and planning take on more importance in the wake of financial uncertainty, the economic landscape calls for transformation and innovation.
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By InsightSoftware
Organizations across all industries need more accurate and faster business insights, and finance teams are producing an ever-increasing volume of operational reports to meet that need.
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By InsightSoftware
Driver based budgeting (DBB) is rapidly gaining attention. As business environments rapidly change, business leaders are seeking to gain greater agility and responsiveness. DBB is an innovative approach to planning and budgeting designed to identify the variables that have the greatest impact on a company's performance. By tying budgets to those critical variables, finance leaders can build flexibility into budgets, enabling them to adjust quickly to changing conditions.
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By InsightSoftware
A unique combination of evolving tax regimes and regulations, disruption to global trade triggered by the pandemic, a strengthening focus on the environmental, social and governance (ESG) agenda, and increasingly powerful technologies is bringing about change for multinational companies and their tax teams. It's also creating an exciting opportunity to completely reset multinational enterprises' (MNEs) approach to tax planning and forecasting by investing in high performance software. This will enable tax teams and professionals to add significant value to their organizations.
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insightsoftware delivers financial confidence to the Office of the CFO, across industries and around the globe, with an ever-expanding portfolio of software solutions with unique ERP smarts. Over 30,000 organizations worldwide rely on our best-in-class reporting, analytics, budgeting, forecasting, consolidation, and tax solutions to provide them with increased productivity, visibility, accuracy, and compliance.
Shrink Planning, Reporting, and Close Cycles by 50%:
- Financial Planning & Analysis: Rapidly update your plans as events unfold with streamlined data collection & forecasting.
- Financial Reporting: Drill into the details of your live ERP data, directly in Excel – without IT or consultants.
- Consolidation: Maintain a higher standard of quality at scale while shrinking your close cycles by automating processes.