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insightsoftware EPM

insightsoftware EPM streamlines enterprise performance management, enhancing financial operations by integrating processes for increased productivity and cohesiveness. It consolidates data to mitigate integration issues, reducing disclosure risk and ensuring accuracy.

insightsoftware's unified platform provides consistent capabilities across all functions, ensuring accuracy and confidence in reported numbers while reducing errors and enhancing financial governance.

By enabling direct connections to source data and automating report updates, insightsoftware EPM fosters a secure and accountable reporting environment. The reporting, complemented by an interconnected BI layer, provides hierarchical insights and customizable drill-down capabilities to cater to diverse requirements.

The solution also reduces implementation time, maintenance costs, and training expenses with easy-to-use, configurable applications. It offers real-time data access and scalability, minimizing the need for extensive user training. Collaboration features stimulate engagement, capturing valuable insights for informed decision-making.

The following diagram displays the insightsoftware EPM architecture.

insightsoftware EPM includes reporting for analyzing and communicating the results and performance of the business to management and other stakeholders, consolidation and close for bringing in all the actuals across your business as well as validating and preparing group figures, planning for preparing and updating your forecasts, and integrating those both into your reporting where you can analyze your performance actuals against plan. It also includes disclosure management, where you can report your data externally or leverage it for internal documents that you might require.

You can visualize your numbers with interactive dashboards, all owned by finance and these can also help you with commentary and presentation to internal and external stakeholders.

We provide:

  • A consolidation solution where you can bring in all the data from the different businesses across the globe, consolidate, and perform closing calculations like intercompany eliminations, FX, etc. and prepare your results

  • A planning solution where you can model and report at a detailed level across the various segments of your business and seamlessly create interactive scenarios and budgets for planning and forecasting

  • Business intelligence to provide the dashboarding and visualization tools that aligns Actual results with Budget, Plan, and Forecast Data for effective analysis of an organizations performance.

  • Disclosure management for that last mile reporting, producing internal/external reporting and filing packages, like the Annual Report, Solvency 2, ESG, and ESMA ESEF filing statements.

These solutions all run off the same data, are all consistently prepared, and have a very collaborative approach that allows you to bring the best out of your finance teams.

Click on the links below to view the home page overview and access the documentation for more information about the elements of the insightsoftware EPM solution in your area:

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