Insightsoftware – Excel-Based Financial Intelligence

Insightsoftware – Excel-Based Financial Intelligence & recruitments

Real-Time SAP Reporting, Planning & Budgeting Directly from Excel

Struggling to complete routine financial tasks in your ERP system? Insightsoftware’s Wands suite empowers your finance team to do more, faster — right from within Excel — without relying on IT.

Delayed Month-End Close

Your top talent is stuck copying and pasting to compile or reconcile reports — wasting time and delaying close cycles.

Manual Consolidation = Risky Reports

Manual entry introduces errors. Bad data leads to poor decisions. Accuracy is non-negotiable for business-critical insights.

Report Formatting is a Full-Time Job

Skilled professionals are bogged down with repetitive formatting tasks, instead of focusing on strategic decision-making.

Wands for SAP

Excel Add-ins that Supercharge Financial Processesl

Insightsoftware’s Wands suite offers flexible, scalable, and intuitive tools that bring live ERP data into Excel — enabling powerful financial reporting, planning, and forecasting directly from your desktop.

Real-Time Financial Reporting and Analysis

Drilling down to detail has never been easier with GL Wand. Designed for Oracle EBS and SAP, GL Wand makes it easy to access live data and automate the distribution of reports. Its intuitive features simplify your workflow and shave days off your month-end close.

Dashboard Reporting in Excel

Say hello to operational reporting and analysis across all modules of Oracle EBS and SAP with Reports Wand, an easy-to-use add-in for dashboard reporting in Excel. Reports Wand empowers you to build highly customized reports that meet even the most complex requirements, without relying on IT.

Bring Your Excel Planning Models to Life

Create, modify, and upload new plans quickly with Planning Wand, an Excel add-in that allows for the validation and uploading of planning data from Excel into SAP. Take advantage of familiar Excel to easily achieve monthly forecasting instead of only yearly planning.

Easily Create, Distribute, and Load Budgets

Meet your financial budgeting and forecasting requirements from within Excel using Budget Wand, a budget-loading tool used for leveraging the GL Budgeting functionality in Oracle EBS. Budget Wand makes it easy to create, load, and analyze budgets quickly, with minimal effort and setup.

Top 5 Excel Tips & Tricks Every Finance Manager Should Know

If you’ve worked in finance long enough, you know that Excel is your LIFE.

At insightsoftware, we love Excel! Over the years, we’ve spoken to a number of finance professionals, and one thing we’ve learned is that there is always more to learn when it comes to Excel!

Whether you know enough to get by, or you consider yourself an expert, these tips & tricks are sure to help you step up your Excel game.