Software We Use to Drive Business Performance

Insight Models’ expert financial software consultants use powerful and adaptable software tools to guide your financial planning and reporting approach, driving stronger business performance.

Here’s a rundown of the tools we employ.

Jedox

Jedox arguably the world’s most flexible enterprise performance management development platform - this is why our financial software consultants use it:

  • It is incredibly adaptable: allowing us to build multiple models or scenarios

  • Offers driver-based planning for precision business strategy

  • Delivers simplification of complex business rules through simple Excel-style formulas

  • Speed adoption through Excel-like interfaces and integration with other systems

  • Real time planning allowing you to perform ad hoc analysis to empower your planning

PowerBI

Microsoft Power BI is used to find insights within an organisation's data. Power BI can help connect disparate data sets, transform and clean the data into a data model and create charts or graphs to provide visuals of the data.

We use it because:

  • It connects to all other platforms and models

  • The integration between Jedox and PowerBI is very simple

  • It’s easy to learn - ensuring swift adoption

  • It is very flexible, offering self-service reporting

  • Allows integration with Excel

  • It’s fast becoming the industry standard for financial software consultants and businesses alike

Acterys

Acterys is an award-winning AI-driven platform revolutionising performance management. It is designed to empower businesses with cutting-edge tools that make financial planning smarter, faster, and more efficient—all integrated seamlessly into familiar platforms like Excel and Power BI

Acterys redefines how businesses interact with their data by uniting powerful analytics, planning, and reporting capabilities in a single platform. Here’s why we use it:

  • Direct data adjustment in Power BI: Forget traditional read-only dashboards. Acterys enables real-time write-back functionality, letting you update and modify data directly within your reports and dashboards.

  • Single platform: Gain clarity and accuracy with a unified data model across your ERP and SaaS systems, ensuring data consistency and integrity.

  • Customisable, ready-to-go templates: Use pre-built templates for financial planning, budgeting, and forecasting, all easily tailored to your needs using Excel or Power BI.

  • Integrated analytics & planning: Acterys consolidates multiple performance management processes—analytics, consolidation, and planning—into one seamless solution, saving time and costs.

Financial Planning and Reporting Audit

Our financial software consultants assess where you are now, where you want to get to and create a clear roadmap to shape up the business reporting and planning process to get you there.

Financial Planning Software

We cut through the noise and help you select the right software, package and licence to suit your needs and your budget.

Financial Models Implementation

We take care of set up, integration, creating financial models, and then onboarding and training your team. Get the financial reporting and planning tools set-up and in the hands of your financial team with as little fuss as possible.

Training and Performance Consultancy

We get to work bringing new datasets and systems into play within your new reporting and planning software to keep evolving and optimising the performance of your business.

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