TechValidate Research on insightsoftware

These pages present data that TechValidate has sourced via direct research with verified customers and users of insightsoftware. TechValidate stands behind the authenticity of all published data. Learn more »

3,563 Customers Surveyed

27,390 Data Points Collected

678 Published TechFacts

111 Published Charts

218 Published Case Studies

Selected Research Highlights

InsightSoftware Customer Testimonial

Atlas has been instrumental in improving efficiency, timeliness, and value of our reporting and control processes. Our reports contain more meaningful data than ever before, are produced in less time, are more robust and less prone to error. The insightsoftware team has been so helpful with troubleshooting and installing. Don’t know how we managed without it before!

Ashlee Waldorff, Financial Analyst, Springfield Land Corporation

insightsoftware Case Study



This case study of PHE is based on a September 2016 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Reduced the cost of clerical staff to create and complete data entry on spreadsheets.”


The business challenges that led the profiled company to evaluate and ultimately select insightsoftware’s Spreadsheet Server:

  • Rekeying data from the ERP system into spreadsheets
  • Lacking access to real-time information
  • Creating reports in a timely manner

Use Case

  • Evaluated the following reporting tools before choosing Spreadsheet Server:
    • A reporting tool packaged with ERP
    • FRx & Essbase
  • Selected Spreadsheet Server over the competition because of the following:
    • Capability to drill down to sub-ledger details


The surveyed company achieved the following results with insightsoftware’s Spreadsheet Server:

  • Faster, streamlined report creation
  • Improved data accuracy
  • Ease of ad hoc reporting
  • Reporting processes streamlined with Spreadsheet Server:
    • Data extraction from an ERP or relational database
    • Automated distribution of reports to management/other departments
    • Auditing and tax schedules
  • Actions or business insights gained using Spreadsheet Server:
    • Identified incorrectly allocated funds and/or duplicate invoices due to reporting errors
    • Validated data

InsightSoftware Customer Research

Education Industry

Spreadsheet Server has helped automate these industry reports:

Costs / Cost Report Audits
Board Reporting
Budgets and Forecasts
Annual Audits (financials and footnotes)
Funds / Grants / Awards
GASB Reporting
Financial Aid, Tuition, Loans, Expense Data

insightsoftware Case Study



This case study of Lindab is based on a June 2017 survey of insightsoftware. customers by TechValidate, a 3rd-party research service.


The reporting pain point that led the profiled company to evaluate and ultimately select Atlas by insightsoftware:

  • Combining / consolidating GL and non-GL data from multiple ERP & relational database sources

Use Case

Used Atlas for reporting beyond Financials/GL in the following areas:

  • Reports for top management
  • Inventory
  • Procurement


Experienced the following benefit as a result of Atlas:

  • Streamlined report creation

Streamlined the following process by using Atlas:

  • Extracting data from Dynamics / relational database

Gained the ability to do the following by using Atlas:

  • Gain Data Validation capability
  • Increase time savings

Freed up 100-200 hours in one year throughout their organization by using Atlas for reporting.

Freed up 100-200 hours in one year throughout their organization by using the data migration/upload functionality within Atlas.

InsightSoftware Customer Research

Spreadsheet Server has helped automate these industry reports:

Annual audits (financials and footnotes)
Buildings and/or Projects
Tax returns for different entities
Vendor Reports
Foundations, or tracking philanthropic funds and utilization
Patient Level Data

InsightSoftware Customer Testimonial

[Spreadsheet Server] helped with our companies M&A’s since there are several different ERP’s involved. Spreadsheet Server is the common method to connect to all ERP’s and create real-time reports of the entire enterprise.

Larry Dickerson, IT Architect, Diversitech Corporation

More to Explore

About insightsoftware

insightsoftware turns financial and operational data into better business outcomes that drive growth and ROI. Through turnkey reporting and performance management solutions, insightsoftware provides real-time access to data-driven insights in an efficient, cost-effective, and secure manner via integration with 130+ ERP systems and Microsoft Excel.

insightsoftware Website   insightsoftware Website