Say Goodbye to Outdated Reports and Hello to Real-Time Intelligence with insightsoftware

In today’s fast-paced business environment, waiting days—or even hours—for financial reports is no longer acceptable. Leadership teams need answers now. Finance professionals need visibility now. And IT teams need reporting solutions that don’t overload them with endless requests. 

This is exactly where insightsoftware is changing the game. By bridging the gap between Excel, ERP systems, and modern BI tools, insightsoftware is redefining how finance teams deliver insights. 

With real-time connectivity, cutting-edge integrations, and AI-powered reporting, insightsoftware empowers finance professionals to move from reactive reporting to proactive, strategic business partnering. 

Why Finance Teams Struggle with Reporting 

“You can never have too much data, right?” 

That might be true in theory—but when your ERP is bursting with information and Excel is still your comfort zone, it often feels like too much. Finance teams frequently struggle to make their ERP systems “play nice” with Excel in a way that delivers quick, reliable, and usable reports. 

This pain point was highlighted in an episode of the podcast “Don’t Panic! It’s Just Data,” where Mike Wiley, Senior Product Manager for Spreadsheet Server at insightsoftware, explained: 

“They all have similar challenges of empowering their users to build the reports they want.” 

It doesn’t matter which ERP you’re running—Dynamics, SAP, Oracle, or another—finance professionals consistently struggle to extract, analyze, and present data in a way that drives action. 

And the challenges extend beyond reporting. As John Miller, VP of Product Management at insightsoftware, pointed out: 

“We’re trying to help finance teams become more strategic partners.” 

He painted a picture of the ideal finance function: leaders are in a meeting discussing business strategies. Instead of waiting days for a report request, a financial planner can instantly run the numbers, access the right dashboard, and deliver real-time insights that shape the decision-making process. 

“That is the Utopian dream that we’re driving toward,” Miller explained. 

Connecting Your ERP Data to Excel 

At the heart of finance reporting challenges lies one simple truth: teams want easy access to their data in a tool they already trust—Excel. 

ERPs are fantastic at organizing and structuring vast amounts of business data. But when you try to extract that data in a meaningful way, it becomes incredibly complex. As Wiley noted: 

“By combining data from different parts of your business, you’re dealing with different layers and a lot of depth. It becomes very complex. And then you want to grab that data and put it in a meaningful format for the leadership.” 

That’s where insightsoftware’s solutions step in—bridging the gap between ERP data and Excel reporting. 

insightsoftware Solutions That Transform Reporting 

insightsoftware offers a suite of solutions designed to make ERP data accessible, dynamic, and insightful—without leaving the comfort of Excel. 

Here’s how: 

Jet Reports + Power BI: Embedded, Live Dashboards 

Instead of static snapshots, finance teams get live, interactive dashboards embedded in Power BI. That means real-time numbers, drill-down functionality, and the ability to answer leadership questions on the spot. 

Excel Online Plug-In: Work From Anywhere 

Remote work isn’t going away. With the Excel Online Plug-In, finance professionals can securely access their ERP data from anywhere, enabling collaboration and analysis on the go. 

Microsoft Fabric: Real-Time OneLake Connectivity 

The future of reporting is seamless data access. With Microsoft Fabric and OneLake integration, you can eliminate delays and ensure leadership always sees the freshest possible data. 

Rapid Planning Apps: Built in Days, Not Months 

Traditional BI and planning projects can drag on for months. insightsoftware’s Rapid Planning Apps are purpose-built and deployable in days—giving finance teams a fast path to impact. 

Spreadsheet Server: Bridging ERPs and Excel 

One of insightsoftware’s flagship solutions, Spreadsheet Server, directly connects to over 140 ERP systems. The result? Finance professionals can pull ERP data into Excel in real-time, without waiting for IT or struggling with exports. 

The benefits are huge: 

• Time savings: Month-end close times reduced dramatically, with teams reporting 30% to 90% time saved. 

• Accuracy: Data flows directly from the ERP into Excel—no more error-prone manual rekeying or uploads. 

• Flexibility: Teams can create, customize, and automate reports based on their unique needs. 

As Wiley shared, “We’ve seen accounting and finance teams save hours and hours and hours of time in their month-end close process by adopting Spreadsheet Server.” 

Unlock Secure, Self-Service Reporting 

Self-service isn’t just a buzzword—it’s the reality finance teams have been waiting for. With insightsoftware solutions like Jet Reports, finance teams gain the power to build their own reports without constantly relying on IT. 

And because Jet Reports is powered by AI and trusted by thousands of Microsoft Dynamics users worldwide, it’s not only powerful but also secure, reliable, and scalable. 

The result? A finance function that isn’t bogged down in manual reporting but empowered to deliver insights when the business needs them most. 

From Reporting to Strategy: The Future of Finance 

Finance teams have long been seen as the scorekeepers of the business—producing reports after the fact. But in today’s competitive environment, businesses need more. They need finance professionals who can bring real-time intelligence to strategic conversations. 

With insightsoftware’s integrations across Excel, Power BI, Microsoft Fabric, and ERP systems, that future is already here. Finance teams can finally say goodbye to outdated reports and hello to a new era of real-time business intelligence. 

insightsoftware is a worldwide leader in delivering end-to-end solutions and believes that effective business strategies are built on easy access to reliable financial data. By supporting financial planning and analysis (FP&A), accounting, and operational needs, insightsoftware helps organizations reimagine the way they work—giving leaders the clarity and confidence to act quickly. 

With data as our foundation, insightsoftware streamlines processes through automation, provides accurate insights, improves forecasting, and drives higher productivity. 

Ready to Transform Your Finance Team? 

Finance leaders across the globe are already reaping the benefits of insightsoftware. From month-end close efficiencies to real-time boardroom insights, the transformation is tangible. 

If you’re ready to unlock secure, self-service reporting and empower your finance team to become true strategic partners, now is the time to act. 

Contact us today at This email address is being protected from spambots. You need JavaScript enabled to view it. 

Say goodbye to the frustration of outdated reports. Say hello to the future of finance!