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What is CXO Software?

Transform your EPM reporting from a routine task into a powerful tool that delivers valuable insights for C-suite executives. Is your existing EPM reporting specifically designed for the finance industry? Typically, EPM systems are more focused on data collection and processing rather than on producing meaningful reports. Many of these EPM solutions were initially created to aggregate and consolidate data rather than to offer detailed reporting capabilities. The reporting features that come built-in are frequently too limiting and lack the adaptability required to meet the fast-changing needs of today’s businesses. As a result, finance teams often face challenges in accessing essential data necessary for performing their responsibilities effectively. Conventional reporting tools tend to be inadequate since they are not specifically tailored for financial needs. Additionally, depending on BI tools does not effectively address this issue, as these tools are generally ill-equipped to manage multi-dimensional EPM data, leading you to rely on specialized skills. This dependency can create obstacles and result in frustrating delays, which keeps you stuck in a cycle of static reporting. Many users of EPM systems find themselves transferring data into spreadsheets to fulfill their reporting needs—a method that is not only slow but also prone to errors, ultimately leading to inconsistencies in reports. Such practices hinder decision-makers from accessing dynamic, actionable data, forcing them to operate based on outdated and rudimentary information. Furthermore, in today's rapidly evolving business landscape, the demand for agile and insightful data solutions has reached an unprecedented level of urgency, highlighting the need for more effective reporting strategies.

What is Atlas?

Utilizing operational reporting, data uploads, and task automation within Microsoft Dynamics through Excel can greatly improve efficiency. Manual tasks like bulk data uploads, report distribution, and repeated data entry into Microsoft Dynamics can be time-consuming, error-prone, and overly burdensome for the finance team each month. The labor-intensive nature of identifying and resolving reconciliation discrepancies can exacerbate issues with data integrity. Furthermore, a lack of clear visibility into your ERP and other data sources complicates the understanding of your overall financial status and can hinder the timely completion of monthly closings. The default reporting tools provided with Microsoft Dynamics often require significant IT team resources, leading to delays in generating reports and creating operational bottlenecks. However, with the use of Atlas, you gain the ability to effortlessly create and share real-time reports without relying on IT, as it seamlessly integrates live data from Microsoft Dynamics along with various other sources. This transformative solution not only simplifies the reporting process but also fosters better collaboration within your finance team, ultimately contributing to more informed and strategic decision-making. As a result, organizations can achieve a higher level of operational efficiency and financial accuracy.

Media

Media

Integrations Supported

BMI SupplyAutomate
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power BI
OneStream

Integrations Supported

BMI SupplyAutomate
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power BI
OneStream

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

insightsoftware

Date Founded

1993

Company Location

United States

Company Website

www.insightsoftware.com

Company Facts

Organization Name

insightsoftware

Date Founded

2018

Company Location

United States

Company Website

www.globesoftware.com

Categories and Features

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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