insightsoftware

Are you actually using Excel to its full potential? 🤔 Most users stick to the same handful of moves and miss the features that would save them hours every week. On May 27, Excel Expert Jon Peltier is changing that. In one free, live session, you'll go from functional to powerful, mastering Pivot Tables, connecting multiple data sources, and building reports that work smarter. Oh, and we'll show you how some teams are automating their Excel reports entirely. Free. Live. One hour. Spots are limited. 👉 Register now: https://bit.ly/4nNetyP #Excel #PivotTables #FinanceTools #FPandA #FinanceLeaders #Webinar #ExcelTips #Reporting #Automation #insightsoftware

Most finance teams are solid. Very few are high-performing. That's one of the key findings from our new benchmark report, The State of Strategic Finance 2026, in partnership with Wassia Kamon, CPA, CMA, MBA, 2025 CFO of the Year. We surveyed 200 senior finance leaders to find out what's really blocking strategic finance. Spoiler: it's not just technology. It's three reinforcing layers of blockers, structural, capability, and perception, and most teams are carrying more than one. A few things that stood out: → Only 27% of finance leaders describe their teams as truly high-performing → 1 in 2 still rely primarily on spreadsheets despite widespread ERP adoption → 29% say lack of time is the #1 barrier to expanding AI, the same thing AI would fix Part 1 is live. Parts 2–4 are on the way. 📄 Read Part 1 → https://bit.ly/4v1g3Q1 📊 Take the survey → https://bit.ly/4eYD2Xb, #FPandA #CFO #FinanceLeaders #FinancialPlanning #StrategicFinance #FinanceTransformation #EPM #insightsoftware

"If you don't trust your data today, then AI is just going to give you confident, fast, wrong answers." That's Jennifer Warawa, President of insightsoftware, and it may be the most important thing a finance leader hears all year. In a landscape where #AIhype is everywhere, Jennifer cuts through the noise with the kind of hard-won perspective that only comes from decades of leading technology transformation. In this episode of The Diary of a CFO Podcast with Wassia Kamon, Jennifer gets candid about what #AI transformation actually looks like from the top. They talk about the promise, the risks, and the questions every #CFO should be asking right now. They dig into whether AI is really coming for your job, what makes AI's most dangerous features so dangerous, and why the answer isn't fear, it's strategy. One of the most compelling parts of the conversation is about the evolving role of the CFO. Jennifer and Wassia explore how finance leaders can stop playing defense and start acting as the CEO's true strategic copilot, using AI not as a shortcut, but as a lever for real competitive advantage. If you're a finance professional thinking about where AI fits into your future, this episode is worth an hour of your time. Check it out: https://bit.ly/4uoK9Nw #FinanceLeaders #FPandA #DataQuality #AIStrategy #FinancialTransformation #OfficeOfTheCFO #Podcast #TheDiaryOfACFO #insightsoftware

Tableau Next just launched as a cloud-only platform on Salesforce Hyperforce. Every AI capability on Tableau's roadmap now runs through Salesforce Data Cloud. For a lot of ISVs, that's a problem they didn't see coming because their customers operate in healthcare, financial services, or under regulations like GDPR, HIPAA, or DORA. Sensitive data can't just live in the cloud. It's not a preference. It's a compliance requirement. So where does that leave the ISVs who built their analytics layer on Tableau? Our latest blog breaks it down. 🔗 https://bit.ly/4cGdKvy #EmbeddedAnalytics #DataCompliance #HIPAA #GDPR #DORA #TableauAlternative

Your Qlik dashboards tell the story. But can you change it? 🔄 If your team still exports to Excel every time a forecast needs updating, you're running two sources of truth, and neither of them is winning. Join us live for our upcoming webinar: Turn Your Qlik Dashboards Into Planning Workspaces: Write Back That Actually Works. We'll show how Vizlib from insightsoftware lets you edit, plan, and approve data directly inside Qlik, with Excel-like mass editing, bidirectional flow to your QVDs, and workflow built in. 📅 Thursday, May 21, 2026 │ 🕒 3 pm EDT / BST / AEST │ 👉 https://bit.ly/4tp42CD #Qlik #WriteBack #EmbeddedAnalytics #Vizlib #DataPlanning #FPA #FinanceTransformation #BusinessIntelligence #insightsoftware

It's been a few weeks since Qlik Connect 2026, and the conversations haven't stopped since. Looking back, what sticks most is the people. The partners we caught up with, the new faces who wandered into the booth mid-demo, and everything in between. This year's theme, "Dare to be Different," landed for us. Few people embody it better than Sven Kolo (yes, the guy in the funny suit) from EVACO GmbH, who sat down with our own Ali Lodhi for one of our favorite conversations of the show. Jesse Cole from the #SavannahBananas brought that same spirit to the keynote stage, reminding us that doing things differently is a choice you make every day, not a tagline. Outside the booth, Cody Riemenschneider and Angelika Klidas packed Stage 4 with their session on building an AI-powered analytics culture. The bowling lanes filled up with partners after-hours. And the closing night band kept the dance floor moving longer than most people expected on a Wednesday. 🕺💃 Honestly though, "Connect" is the word that earns its place in this event's name. The relationships built here are what make #Vizlib, #Fiplana, and everything we do at insightsoftware better. Thanks to our partners, our customers, and the Qlik team for a great week. Already counting down to the next one! #QlikConnect #DareToBeDifferent #Qlik #Vizlib #Fiplana #DataAnalytics #AI #BusinessIntelligence #DataCommunity

"Context is king. Sovereignty is supreme." That's the line Shawhin M., Director, Simba Intelligence, kept coming back to all week at Gartner Data & Analytics Summit #London. Judging by three days of steady conversations at Booth #720, it landed. His session, "AI Has a Production Data Problem. Here's How Teams Are Solving It," set the frame for the conversations we had all week. At the booth, we talked with CDOs, data architects, and senior data leaders from banking, government, financial services, healthcare, and more. A few themes came up over and over: 🟣 Hallucinations are still the #1 blocker. The organizations we spoke with aren't anti-AI. They're skeptical of AI they can't control or audit. Until teams can trust what the LLM is doing with their data, enterprise adoption stalls. 🟣 Sovereignty stopped being a "later" problem, especially across EMEA. With the EU AI Act on the calendar and the EU's tech sovereignty package on deck, on-prem and air-gapped deployment moved from edge case to baseline. For the financial institutions and public sector teams we met, data residency and full query auditability aren't preferences. They're requirements. 🟣 The model isn't the hard part. Most AI pilots stall before the model ever runs, because teams can't securely access governed production data without making copies, building brittle pipelines, or punching holes in governance. 🟣 Context beats horsepower. Throwing bigger models at the problem doesn't fix bad context. A semantic layer that understands your business and connects to data where it actually lives does. 🟣 TCO is the honest conversation. Token spend per call is roughly comparable, sometimes higher. The real win is total cost of ownership, and that conversation lands very differently with engineering than with finance. Catching Shawhin between sessions: "A lot of energy. Everyone's excited to learn, a lot of curiosity around the floor. We're hearing 'context is king' over and over, and a lot of folks are just trying to figure out where they are in their journey." Huge thanks to everyone who came by Booth #720, joined our session in Theater 3, or pulled us aside in the hallway. The questions were sharp and the conversations got specific fast. That's always a good sign. That's the problem Simba Intelligence from insightsoftware is built to solve. Connect to your data where it lives. Govern what the LLM sees. Bring your own model. Give business users self-service access to enterprise AI, without replatforming. See how it works: https://bit.ly/4wsVL3p #GartnerDA #AIGovernance #SemanticLayer #SimbaIntelligence #YourAIIsLyingToYou #DataSovereignty #EUAIAct

Your data moves fast. Your analytics platform should too. Behind every nomination is a team of people who actually used the product, and if Simba Intelligence or Logi Symphony from insightsoftware has helped your team move faster, report smarter, or do more with your data, this is your chance to say so. Both are nominated in the DBTA Readers' Choice Awards 2026. Voting closes May 22. Cast your vote: https://bit.ly/41UEVN1 #DBTAReadersChoice #RealTimeAnalytics #AIAnalytics #BusinessIntelligence #insightsoftware #SimbaIntelligence #LogiSymphony

If your finance team is still wrestling with rigid exports, IT bottlenecks, and month-end reporting cycles that eat your week, this one's for you. Join us May 19 for The Excel Files: Self-Service Reporting for MRI Software, where we'll show you exactly how Acadia Realty Trust went from weeks of manual work to single-click reporting workflows. Here's what they cracked: ✅ Capital reports that used to take weeks, refreshed in a click ✅ 100+ page budget reports, automated generation ✅ Manual data assembly, replaced with pre-built, drillable Excel templates No IT tickets. No professional services. No waiting. 🔗 Register now: https://bit.ly/4ddJ0Rp #MRI #FinancialReporting #RealEstateFinance #SpreadsheetServer #CFO #FPA #MonthEndClose #SelfServiceReporting #insightsoftware

We're taking the stage at #CFO Nordics on May 13 and streaming live here on LinkedIn. Tariff swings, regulatory shifts, supply chains rewriting themselves overnight. CFOs aren't dealing with temporary disruption. This is the new operating environment. Join Solutions Engineer Gustav Lundin🍉 for a live demo of #JustPerform from insightsoftware and see how finance teams are moving from annual planning cycles to real-time scenario modeling that keeps pace with the market. 🔗 Register below. #CFONordics #FinancePlanning #insightsoftware