insightsoftware Unclaimed
Global software company delivering connected reporting, planning and analytics for finance and enterprise.
Insightsoftware is a software company that enables organizations to plan, report, and analyze financial and operational data across ERP systems. The company offers a unified, scalable platform that connects data across hundreds of sources, automates complex reporting and compliance tasks, and delivers advanced analytics, budgeting, and planning capabilities for finance teams and business users. Its solutions help customers simplify financial close, improve data accuracy, and accelerate decision-making by providing accurate, real-time insights and write-back capabilities. The audience includes finance, accounting, executives, and IT teams in mid-market to large enterprises. The organization emphasizes customer success, integrations, and governance, enabling end-to-end data workflows and governance.
To empower finance and business teams with integrated reporting, planning, and analytics to enable faster, more informed decisions.
What we offer
Agility PIM
Streamline product information management for enhanced efficiency.
insightsoftware.com/agility-pim/Reporting Intelligence
Empower finance teams with AI-driven insights and streamlined reporting.
insightsoftware.com/reporting-intelligence/Spreadsheet Server
Streamline Excel reporting across multiple ERP systems with ease.
insightsoftware.com/spreadsheet-server/FXLoader
Streamline currency rate updates for accurate financial reporting.
insightsoftware.com/fxloader/JustPerform
Enhances financial performance management through integrated insights and automation.
insightsoftware.com/justperform/Certent Disclosure Management
Streamlines compliance and financial reporting for faster decision-making.
insightsoftware.com/certent/disclosure-management-software/Longview Tax
Streamline Tax Management and Ensure Compliance with CbCR and BEPS Pillar 2.
insightsoftware.com/longview/longview-tax/Longview Transfer Pricing
Enhances compliance and efficiency in transfer pricing execution.
insightsoftware.com/longview/longview-transfer-pricing/Certent Equity Management
Empowers brokers and companies with streamlined equity management.
insightsoftware.com/certent/equity-management-software/LeaseAccelerator
Streamline your lease management processes with LeaseAccelerator.
insightsoftware.com/leaseaccelerator/EZLease
Streamline lease accounting, ensuring compliance and accuracy in financial reporting.
insightsoftware.com/ezlease/Real Estate Manager
Streamlines management of real estate portfolios with comprehensive tools.
insightsoftware.com/real-estate-manager/Viareport Lease
Achieve seamless automation for the entire lease lifecycle.
insightsoftware.com/viareport/viareport-lease/Logi Symphony
Logi Symphony provides embedded analytics tailored for independent software vendors, delivering customized, real-time insights directly to users.
insightsoftware.com/logi-symphony/Market segments
Market size by segment
Growth potential (CAGR)
Financial management and planning
Financial operations, compliance, reporting, budgeting, forecasting and FP&A with real-time analytics to support strategic decision-making.
Lease accounting and portfolio management
Lease lifecycle and accounting capabilities that centralize lease data, automate ASC 842/IFRS 16 calculations, provide audit-ready records, and support renewals and negotiations.
Tax advisory and compliance
Corporate, international, state and local tax planning and compliance, mergers and acquisitions tax, transfer pricing, tax credits and incentives, and controversy support to optimize tax outcomes and manage risk.
Embedded analytics and white-labeled pipelines
Embeds pre-built connectors, branded UX, and ready-made data pipelines into products to accelerate time-to-market for analytics capabilities.
Equity management and cap table administration
Capabilities to maintain, update, and produce audit-ready cap table records, align valuations with ownership, and manage stakeholder access for governance and investor reporting.
More information about our offering
Agility PIM
Product information management.
- Centralizes Product DataActs as a centralized repository for product information, ensuring that all stakeholders have access to up-to-date, accurate product data.
- Enables Data IntegrationFacilitates easy data sharing and synchronization across multiple ERP systems, reducing discrepancies and errors in product information.
Reporting Intelligence
AI-Powered Finance Companion.
- Enhances Decision-MakingUtilizes AI to analyze data and provide actionable insights that help finance teams make informed decisions quickly.
- Streamlines Reporting ProcessesAutomatically generates accurate and compliant reports, allowing finance professionals to focus on strategy rather than data gathering.
- Access Accurate InformationDelivers real-time access to financial data, enhancing transparency and enabling proactive management of financial activities.
- Improves Forecast AccuracyUtilizes advanced analytics techniques to enhance financial forecasts and strategic planning.
- Ensures Data ConsistencyIntegrates with existing systems to consolidate data, ensuring that all reporting is based on the same accurate information.
Spreadsheet Server
Excel reporting for over 140 ERPs.
- Achieve Unified ReportingHarness the power of Excel to create comprehensive reports across various ERP systems, enhancing data visibility and facilitating decision-making.
- Make Informed Decisions InstantlyWith real-time data, organizations can react quickly to changing conditions and maintain accurate reporting.
- Save Time Through AutomationEliminate repetitive tasks with automated reporting, allowing finance teams to focus on analysis rather than assembly.
FXLoader
Automated currency rate management.
- Streamlines Currency Rate UpdatesBy automating the currency rate management process, FXLoader minimizes the risk of human error and saves valuable time for finance teams, enhancing efficiency in financial reporting.
JustPerform
All-in-one financial performance companion.
- Enables Unified Financial ManagementIntegrates various aspects of financial performance management to provide a holistic view, helping organizations make informed decisions efficiently.
- Reduces Time Spent on ReportingEliminates manual reporting tasks, allowing finance teams to focus on analysis and decision-making.
- Ensures Data ConsistencyFacilitates accurate financial reporting by syncing data across different systems, ensuring a single source of truth.
- Delivers Instant InsightsEmpowers users to access up-to-date information, enabling swift decision-making and adjustments.
Certent Disclosure Management
Regulatory & narrative reporting.
- Enhance Reporting AccuracyDelivers precise, compliant disclosures while simplifying the reporting process for finance teams.
- Streamline Data ManagementEnsures real-time access to financial data for improved decision-making and reporting efficiency.
- Empower Data-Driven DecisionsHelps finance teams generate insights and modify data directly from reports to enhance strategic planning.
Longview Tax
Longview Tax offers advanced tax management solutions including Country-by-Country Reporting (CbCR) and compliance with BEPS Pillar 2 regulations, streamlining complex tax processes for organizations.
- Automate Tax ComplianceLeverage automation to streamline tax compliance processes, ensuring accuracy and reducing manual workload.
- Enable CbCRSimplify the preparation and submission of Country-by-Country reports, ensuring adherence to regulatory standards.
- Achieve BEPS ComplianceEnsure that your organization's tax strategies meet the latest BEPS compliance requirements to mitigate risks.
Longview Transfer Pricing
Monitor transfer pricing execution. Longview Transfer Pricing helps organizations manage and monitor their transfer pricing strategies, ensuring compliance and optimization across their operations.
- Enhances ComplianceEnsures that transfer pricing strategies are executed correctly, reducing risks associated with non-compliance and enhancing overall operational efficiency.
- Provides In-depth InsightsEmpowers organizations to leverage advanced analytics for strategic decision-making and justification of transfer prices.
- Ensures Seamless IntegrationConnects with various ERP systems to provide real-time data and reporting capabilities.
- Automates Data GatheringStreamlines the data collection process, reducing errors and saving time for finance teams.
Certent Equity Management
For brokers & public/private companies.
- Streamline Equity ManagementSimplifies the administration of equity plans, ensuring compliance and accurate reporting for both public and private companies.
- Serve Diverse ClientsDesigned to cater to the unique needs of brokers and companies, helping improve customer engagement and satisfaction.
LeaseAccelerator
Lease lifecycle automation software.
- Automate Lease ManagementEfficiently manage leases by automating documentation, compliance, and reporting, reducing manual effort and errors.
- Maintain Regulatory ComplianceEasily adapt to changing lease accounting standards, ensuring your organization remains compliant with IFRS and GAAP requirements.
- Connect with Your ERPEnable a single source of truth by connecting LeaseAccelerator with major ERP systems and improving data visibility.
- Gain Data-Driven InsightsTransform lease data into actionable insights with advanced analytics and reporting, helping finance teams make strategic decisions.
EZLease
Lease accounting software that simplifies compliance and reporting associated with lease obligations.
- Automates Lease ManagementReduces the manual effort and time spent on lease management by automating workflows, ensuring adherence to accounting standards.
- Maintains ComplianceHelps organizations avoid penalties by ensuring all lease agreements are compliant with current regulations.
- Provides Detailed ReportsGenerates comprehensive reports that facilitate transparency and assist in financial decision-making.
- Enhances Data AccuracyEnsures that lease data is accurately reflected across financial systems, improving reporting accuracy.
Real Estate Manager
Real estate portfolio management platform.
- Streamline Real Estate OperationsEnables users to integrate and manage diverse real estate assets from a single platform, enhancing operational efficiency.
- Generate Instant ReportsProvides real-time data analysis and reporting features, reducing the workload for finance teams and ensuring compliance.
- Connect with Existing SystemsEasily connects with existing ERP solutions to streamline data flow and improve accuracy across financial operations.
- Improve Decision-MakingLeverages data analytics to help users make informed decisions regarding investments and portfolio management.
Viareport Lease
Complete lease lifecycle automation.
- Automate All Lease ProcessesStreamline and automate all aspects of lease management, from initiation to termination, ensuring compliance and operational efficiency.
- Access Instant Data InsightsMonitor lease performance and financial commitments in real-time, aiding in informed decision-making.
- Connect With Existing ERP SoftwareFacilitate smooth data flow and reporting by integrating with popular ERP systems, enhancing data accuracy and accessibility.
- Simplify User ExperienceDesigned for ease of use, allowing users to manage leases effortlessly without extensive training.
Logi Symphony
Embedded analytics and BI for ISVs, enabling native integration within applications while maintaining data control and user governance.
- Deliver Governed AI InsightsThis feature allows organizations to utilize embedded AI analytics that provide consistent, auditable insights using their proprietary data safely and securely.
- Achieve Seamless IntegrationLogi Symphony enables developers to embed analytics directly into user interfaces, providing a native experience that enhances usability and reduces friction.
- Connect to Live DataThe platform allows users to harness real-time data across various sources, improving decision-making and timely analysis.
- Ensure ComplianceLogi Symphony is designed to meet strict regulatory requirements, making it suitable for deployment in heavily regulated environments.
- Simplify Data PrepLogi Symphony allows users to create efficient data pipelines, enhancing data quality and consistency for analytics.
References
Methodology and sourcing behind the figures shown above.
Financial management and planning
Primary estimate uses the enterprise-focused Financial Management Plan market figure (USD 8.5B, 2024) and its projected CAGR. Consumer/personal finance and PFM reports in the results show smaller adjacent markets (USD 1.35B and USD 3.83B) and similar high-growth forecasts, supporting a double-digit CAGR for financial management and planning (enterprise FP&A) driven by digitization, AI, and cloud adoption.
- Market size (2024): USD 8.5 billion Forecast (2033): 21.50 Billion USD CAGR 2026-2033: 12.3%
- Global personal financial management tool market size is estimated at USD 3.83 Billion in 2026; projected to USD 11.12 Billion by 2035; CAGR 12.5%.
- Global personal finance software market size was valued at USD 1.35 billion in 2025; CAGR 7.60% from 2026-2034.
Lease accounting and portfolio management
Estimate based on Market Research Future’s dedicated Lease Accounting and Management Software market (2024 size $607.18M, CAGR 5.82% for 2025–2035). MarketsandMarkets’ broader property management software market (USD 26.49B in 2024 to USD 42.78B by 2030, CAGR 8.3%) and its note that lease/lease-management offerings may grow faster (lease management CAGR ~9.5%) indicate upside within the larger PropTech category, but the direct segment-aligned MRFR figure is used as the primary estimate.
Tax advisory and compliance
Estimated using published market reports for global tax advisory/consultancy services: MarketResearchFuture (2024 $42.51B, CAGR 6.36%) and GlobalMarketStatistics (2024 ~$41.56B; 2026 $46.43B, CAGR 5.7%). Other sources (MarketsandMarkets tax management, WiseGuy cross-border, MarketResearchIntellect) report similar mid-single-digit CAGRs (≈5.5–6.3%), supporting a consensus market size ~USD 42–48B and an expected CAGR around 6% for tax advisory and compliance services.
- 2024 Market Size $42.51 Billion; CAGR 6.36% (2025–2035)
- The global Tax Consultancy Service Market size estimated at USD 46,434.26 million in 2026; CAGR 5.7% (2026–2035)
- Market to grow from USD 24.52B (2025) to USD 33.21B (2030); CAGR 6.3% (2025–2030)
- Cross-Border Tax Service market valued at USD 6.57B in 2024; CAGR 5.6% (2026–2035)
- Valued at USD 47.79B in 2025; projected USD 81.63B by 2035; CAGR 5.5%
Embedded analytics and white-labeled pipelines
Primary estimate uses Future Market Insights’ low-code embedded analytics sizing (USD 15.44B in 2025; USD 17.2B in 2026) as the best match for white‑labeled, pre-built connector and pipeline offerings. Broader embedded‑analytics reports from MRFR and Mordor Intelligence (market tens of billions, CAGRs ~10–14%) corroborate strong multi‑year growth and validate an ~11% CAGR for this focused, low‑code/white‑label subsegment.
Equity management and cap table administration
Primary estimate uses the private-companies cap table management market sizing from IndustryResearch (USD 2,200.93M in 2026) because it directly matches the cap-table/cap-administration segment. Zion Market Research provides a broader equity management software estimate (USD 800.34M in 2024, ~12% CAGR) and was used as a secondary reference to confirm market growth dynamics and segmentation differences.
- The global Private Companies Cap Table Management Software Market size estimated at USD 2200.93 million in 2026 ... growing at a CAGR of 14.24% from 2026 to 2035.
- The global equity management software market size was worth around USD 800.34 Million in 2024 and is predicted to grow to around USD 2485.73 Million by 2034 with a CAGR of roughly 12%.
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