insightsoftware

Connected Solutions for the Office of the CFO

[insightsoftware @insightsoftware]

🏆 Fifth year running.

Logi Symphony just won dual recognition from Dresner Advisory the 2025 Technology Innovation AND Application Innovation Awards for Embedded BI.

https://t.co/6otgaXRgns

#EmbeddedAnalytics #EmbeddedBI

[insightsoftware @insightsoftware]

234 CEOs left their roles in 2025, a record high.

For CFOs, that often means reinterviewing for your own job.

Our #CFO Josh Schauer talked to @CFOBrew about navigating a CEO transition without losing momentum.

https://t.co/7Ek9neZk9i

#FinanceLeadership #LeadershipTransition

[insightsoftware @insightsoftware]

Celebrating Black History Month at insightsoftware 🖤

Our Black and African American ERG is hosting:
✨ Black History Trivia
✨ Financial Literacy Program

Creating space for connection, learning, and community—this month and beyond.
#BlackHistoryMonth #EmployeeResourceGroups

[insightsoftware @insightsoftware]

We're proud to be included among the 2026 Business Intelligence and Analytics Enterprise Data Quadrant Award winners. 👏

[SoftwareReviews @SW_Reviews]

Celebrating the 2026 Business Intelligence & #Analytics #Enterprise Data Quadrant #Award Winners!

Join us in giving a big round of applause to @Microsoft, @Salesforce, @insightsoftware, and @qlik for their remarkable achievements! 👏 

Check this out:
https://t.co/I7bsWvRElu

[insightsoftware @insightsoftware]

36% of finance leaders say market uncertainty is their #1 challenge.

Not AI. Not talent. Market uncertainty.

How are leading teams responding?

Our Finance Team Trends Report has the data.

📊Read the full report: https://t.co/HEPoxoxX0x

[insightsoftware @insightsoftware]

Your Monday: Excel → Power BI → Excel → Email → Repeat 🔄

Their Monday: Edit in Power BI → Auto-approval → Real-time analysis → Strategic work ✨

Time to switch sides.

Join our 2026 Roadmap Webinar—build planning apps before lunch.

Register: https://t.co/3EsF05C4KC

[insightsoftware @insightsoftware]

How will market volatility, AI adoption, and talent gaps reshape finance teams in 2026?

Our new research with Hanover Research has answers.

What separates teams that thrive under pressure from those that break?

📊 Full report: https://t.co/xzcWUZYlyN

[insightsoftware @insightsoftware]

"Real ROI: AI empowers teams to spend time on strategic work." —Josh Schauer, CFO

58% say AI is essential
39% feel confident using it

Close the gap:
→ 57% better forecasting
→ 42% less manual work

CPA Practice Advisor: https://t.co/EwMUThh0tO
Report: https://t.co/5adrs5D551

[insightsoftware @insightsoftware]

50%+ of finance pros view AI as essential.

Only 39% feel confident using it.

The barriers? Trust, training, resources.

Savvy CFOs are turning this gap into opportunity.

Fortune feature: https://t.co/Nj3pNSVCfY

Full report: https://t.co/IP5S9esCV9

[insightsoftware @insightsoftware]

58% of finance pros believe in AI.

Only 39% feel confident using it.

The gap is real—and it's costing teams who can't move from experimentation to adoption.

@Forbes coverage: https://t.co/qJtEz0iCb4

Full report: https://t.co/ax7eFo5FAr

[insightsoftware @insightsoftware]

🏆 SAP Integration Excellence Award winner
Recognition for:
→ Seamless data consolidation into Central Finance
→ Selection as oCFO strategic plan partner (one of few)
→ Deep SAP ecosystem integration

Thank you to our customers and SAP!

[insightsoftware @insightsoftware]

93% of finance teams struggle with poor data management—right when economic uncertainty demands reliable data most.

New report: How leading CFOs are freeing up resources for strategic work instead.

📊 Finance Under Pressure: https://t.co/ZRniCtq2el

[insightsoftware @insightsoftware]

58% say it's essential

39% feel confident using it

17% say they have no time to learn

This isn't a tech problem. It's a culture problem.

Feature: https://t.co/pSSzMFy5rZ

Report: https://t.co/mrhKR0jMYF

[insightsoftware @insightsoftware]

17% of finance pros: "No time to learn AI."

Leading teams disagree.

They use:
→ Bite-sized training
→ Clear frameworks
→ Peer champions

Waiting costs more than learning.

Full Report: https://t.co/zE10gpzFib

[insightsoftware @insightsoftware]

Our CFO Josh Schauer on leading finance at a company serving finance leaders:

"Truly understand your business—your costs, customers, competitive moats, & market. That's what enables agile decisions."

Read the full CFO Brew interview: https://t.co/5kD9AwqaRz

#FinanceLeadership

[insightsoftware @insightsoftware]

🎱 Magic 8-Ball at Booth 15B, #DeltekProjectCon!

Ask about your project challenges, win prizes 🎁

"Will my reports finally be accurate?"
"Can I stop manual exports?"

Signs point to YES with the right tools ✅

Stop by Booth 15B!

#ProjectBasedBusiness #DataAutomation

[insightsoftware @insightsoftware]

Autonomous reconciliation = machines handle patterns, humans handle judgment.

The result? Reconciliation in hours, not days. Your team stays in control.

Join our Nov 13 webinar: AI-Driven Reconciliation 👉 https://t.co/WmTCq3yS5D

#FinanceAutomation #AI #CFO

[insightsoftware @insightsoftware]

Better AI tools won't fix your data problem. Better data literacy will.

Our guide with Angelika Klidas shows how to make data every employee's friend—with frameworks that actually work 👉 https://t.co/7WnOjq6ZDk

#DataLiteracy #AILiteracy #BusinessIntelligence #DataDriven

[insightsoftware @insightsoftware]

See us at #NASPP Conference Booth 24!

📅 Fri, Oct 24 | 8:30-9:45 a.m.
Join our session: #ESPP Expense Reporting—How to Get It Right

Navigate valuation, expenses & EPS impact. Stop by Booth 24 or catch our Friday session!

#EquityCompensation

[insightsoftware @insightsoftware]

🚨 Still juggling 47 versions of the same spreadsheet?

xP&A = Excel's smarter cousin w/ one source of truth, zero version chaos, & AI that actually helps.

Time to upgrade your planning game https://t.co/v0PbVv4bdv

#xPA #IntelligentPlanning #FinanceAutomation