Outdated finance systems are doing more than slowing teams down. They are creating a real talent and productivity crisis across the Office of the CFO. Our 2025 EPM Report reveals how outdated tools, long learning curves, low AI trust, and widening skills gaps are shaping the future of finance and reshaping what today’s workforce expects from modern systems. Explore the key findings and see why modernization can’t wait: https://bit.ly/3LTqYKr #FinanceLeadership #EPM #FinanceTransformation #CFO #FutureOfFinance #insightsoftware
insightsoftware
Software Development
Raleigh, North Carolina 428,599 followers
Connected Solutions for the Office of the CFO
About us
insightsoftware is a global provider of Connected Solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com.
- Website
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https://insightsoftware.com/
External link for insightsoftware
- Industry
- Software Development
- Company size
- 1,001-5,000 employees
- Headquarters
- Raleigh, North Carolina
- Type
- Privately Held
- Specialties
- Financial Reporting, Budgeting, Planning, Business Analytics, Real-Time Reporting, Financial Close, Consolidation, Tax Provisioning, Transfer Pricing, Enterprise Performance Management, Microsoft Excel, Oracle, SAP, JD Edwards, Microsoft Dynamics, Viewpoint, MRI Software, Deltek, Epicor, and NetSuite
Locations
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Primary
Get directions
8529 Six Forks Rd
Suite 400
Raleigh, North Carolina 27615, US
Employees at insightsoftware
Updates
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Leave it up to #FATE to bring the right people together. Two packed days in #NYC, dozens of conversations with #CFOs, and an #insightsoftware team that showed up in full force at the Finance and Accounting Technology Expo. From Times Square to our speaker sessions led by Fabian Ferrada to our #superhero photo booth that brought out everyone’s inner champion, the conversations all pointed to one thing. Finance teams want #AI they can control, configure, and trust. No complexity. No roadblocks. Just clarity. That is the vision behind #JustPerform and seeing it connect so quickly at FATE made this event one to remember. Thank you to everyone who spent time with us last week. JustPerform. For the way you work. #insightsoftware #JustPerform #FATE2025 #FinanceTech #FinanceTransformation #CFOCommunity #NYC
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+9
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If autonomous reconciliation is on your 2026 roadmap, you'll hear a lot about "trust the AI." The reality: you already trust systems you can't see inside. Your GL posts thousands of transactions overnight. Your bank reconciliation runs automatically. The question isn't whether to trust automation—it's whether you have the visibility you need to manage exceptions when they happen. Autonomous reconciliation gives you that visibility. Manual review cycles don't. See autonomous reconciliation in action on December 13th: https://bit.ly/3K76QUz
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Three weeks building a Salesforce connector. It breaks with their next API update. Most engineering teams know this cycle: build the integration, maintain it through API changes, troubleshoot connection failures, repeat. Meanwhile, that feature your customers have been requesting since Q2 sits in the backlog. Here's what keeps coming up when we talk to ISV and SaaS teams: → Managing authentication across multiple data sources (OAuth, API keys, custom tokens) → Query performance degrading as you scale past 10K users → API versioning breaking your connectors every quarter → Developers stuck maintaining infrastructure instead of shipping features We covered these challenges in our recent webinar "The Future of Querying Data: APIs, Federation, and Beyond" with engineering leaders who've solved them at scale. The focus: how federated data access reduces maintenance overhead while keeping your team focused on building product. insightsoftware's approach handles the connectivity layer so your developers can focus on what differentiates your product. Less time troubleshooting broken connections, more time shipping features. What percentage of your sprint capacity goes to maintaining integrations vs. building new features? Let us know in the comments! 💬 Watch the webinar now: https://bit.ly/49sNFik
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Simba REST SDK lets developers turn any REST API into a high-performance ODBC driver—with security, scalability, and threading handled out of the box. No throttling. No sleepless nights.😴 Read Full Blog: https://bit.ly/4nzLI6U #RESTAPI #DataIntegrations #BI #BITool
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Join us Nov 18 @1pm EST for a #LinkedInLive that actually tackles the questions you're afraid to ask: 🎯 Why does AI hallucinate even with "perfect" prompts? 🎯 How do you make your data ready for AI? 🎯 What's the difference between the 88% that fail and the 12% that ship? 🎯 Why is deterministic AI suddenly possible when everyone said it wasn't? No slides. No scripts. Just leaders who've actually fixed these problems answering YOUR questions live. Bring your worst data disasters. Your "impossible" architecture problems. That error that only happens in production. We're not dodging anything. 📅 Nov 18 @ 1pm EST 🔴 LinkedIn Live: Interpreting AI 💬 Real Q&A (your questions, not planted softballs) Your competitor already registered. Just saying. #AIHallucinations #EnterpriseAI #LinkedInLive #DataEngineering #DeterministicAI Sami Akbay Jeff Hainsworth Jennifer Stirrup
Al Hallucinations, Data Access, & the Future of Enterprise Intelligence
www.linkedin.com
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Great perspective from our CCO, Chad Theule, on why the most impactful AI transformations start with strong data foundations. By taking the time to get inputs, structure, and governance right, his team unlocked truly scalable customer intelligence and real productivity gains.
"It’s really easy to augment something bad. So we had to slow down, get the data right, get the inputs right, and now we’re seeing acceleration in efficiency and productivity." That mindset defined Chad Theule, Chief Customer Officer at insightsoftware, as he led one of the largest AI transformations in customer success. Rather than rushing to automate, Chad focused on getting the fundamentals right: clean data, structured information, and strong governance. By connecting Claude, Salesforce, and Gong, his team created what he calls “the democratization of intelligence around the customer”, unlocking faster insights, better engagement, and measurable impact across 100 products. In conversation with Andrew Taylor from Hg, Chad shares how slowing down first can be the fastest way to scale lasting customer success. 🎥 Watch the full discussion from the Hg Growth Summit 2025: https://lnkd.in/dHr84We9
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Audit season shouldn't be panic season. Your auditors need: → Complete audit trail → Evidence of review → Documented matching logic → Separation of duties → Exception handling records Manual spreadsheets = scrambling to piece together evidence Autonomous reconciliation = audit trail built automatically Every match documented. Every exception tracked. Every review timestamped. Make audit requests easy instead of stressful 👉 https://bit.ly/4oDkaiv #FinanceAutomation #AuditReady #CFO #Reconciliation #FinancialClose #InternalAudit #AccountingAutomation #FinanceTransformation
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The #JustPerform team took on #NYC last week for the Finance & Accounting Technology Expo (#FATE). There is nothing better than seeing your product light up Times Square. A big moment for a message that matters. JustPerform. For the way you work. #insightsoftware #FATE2025 #FATEConference #FinanceTech #TimesSquare #NYCEvents #JustPerform
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+6
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For the second consecutive year, insightsoftware has been named to Triangle Business Journal's 2025 Fast 50 Awards winners, recognizing the 50 fastest-growing private companies in the region. This achievement underscores the dedication of our talented team, the confidence of our customers, and the strong partnerships that fuel our momentum. We look forward to continuing to push the boundaries of what’s possible in financial technology while representing North Carolina’s thriving business community. Check out the full list here: http://bit.ly/41Rs5Q0
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