Reporting Intelligence

Reporting Intelligence from insightsoftware gives finance teams real-time access to ERP data directly inside Excel Online, so you can build, refresh, and share accurate financial reports without manual exports, outdated numbers, or IT dependencies. With AI integrated natively within Excel and an autonomous intelligence layer running 24/7, your reporting workflow is faster, smarter, and always current.

• Create financial reports that automatically pull real-time data from your ERP

• Drill down from summary numbers to individual transactions

• Let AI surface insights, flag anomalies, and accelerate report creation directly inside Excel, no separate tools or context switching required

• Set rule-based alerts that trigger automatically, so your team is notified the moment your data crosses a threshold that matters

• Work from any device, anywhere, at the office, from home, or on the road

• Schedule and automate report execution and delivery through Reports Center

Finance teams that rely on accurate, timely data can't afford reporting tools that lag behind the business. Reporting Intelligence keeps your reports current, your stakeholders informed, and your team focused on analysis rather than data gathering. It's financial reporting built for the way modern finance teams actually work.

Reporting Intelligence currently supports the following ERP systems: Microsoft Dynamics 365 Business Central, Oracle Cloud, Infor M3, Infor FSM, and NetSuite

Get Reporting Intelligence for Excel Online today!

To inquire about or to obtain a license, please visit: https://insightsoftware.com/demo/reporting-intelligence/