Bulky Uploading from Excel
Powerful Uploading and Write-back Solutions for Your Business Needs
- Time Savings and Efficiency – Automate data upload tasks to enhance efficiency and reduce manual effort. Save time and better utilize resources.
- Improved Productivity – Expedite the data upload process and enable finance teams to help drive business growth and profitability.
- Real-time Visibility – Edit data in reports or dashboards as visualizations update in real time and save changes back to the underlying data source.
We Connect to 200+ ERPs/EPMs
Connect to 140+ ERPs and EPMs export and view render data without an IT expertise
Uploading & Write-Back Options for Your Source Systems
insightsoftware’s suite of uploading and write-back solutions can help transform your business processes. Discover which solution is the right fit for your organization.
Reporting for Microsoft Dynamics 365 F&SCM and AX
Atlas is an easy-to-use financial reporting solution with out-of-the-box templates to get you up and running immediately or customize to your needs.
Advanced Analytics and Write-Back for Power BI
Power ON supercharges Power BI with Excel-like functionality, write-back, and a complete budgeting and planning solution that breaks down silos.
Data Automation for All SAP Modules
Process Runner provides powerful SAP data automation. It automates the movement of SAP data and bypasses error-prone, manual operations.
SAP Financial Data Entry Automation
Process Runner GLSU automates more than 40 SAP transactions with support for large journal entries, payroll, purchase orders, etc. – without a single call to IT.
Uploading & Write-Back in Practice
Swiftly Respond to Market Changes
and Enhance Efficiency
React to Market Changes
Manual, time consuming and error-prone processes usually leave organizations in a position to slowly react to changes in the market, missing lucrative opportunities. Quickly update material master data or purchase orders. Empower business users with pre-built templates in Microsoft Excel.
Improve Efficiency & Cut Costs
With the elimination of tedious data management tasks, your team can spend more time on strategic projects, boosting productivity. Say goodbye to lengthy internal development life cycles, budget overruns, and excessive support costs.
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Automate Tasks
and Effortlessly Validate Data
Tackle Time-Consuming Financial Tasks
Automate financial transactions with support for large journal entries, payroll, purchase orders, invoices, and more. Streamline business processes and financial operations without adding complexity. Eliminate cumbersome, time consuming manual processes.
Validate Data Before Uploading
Pre-validation features allow enterprises to check input data against live master data to warn of potential errors before posting. All errors are returned as a single report for efficient review and handling. Quickly click through and correct each error.
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Collect, Analyze and Write-back
to Power BI Data Sources
Flexible, Modern Write-Back
Unlock the potential of your planning process with Power BI write-back functionality. Edit data in dashboards, reports, or apps and observe visualization updates in real time. Save changes back to the underlying data source.
Seamless Data Enrichment and Enhancement
Add comments to any data point in your dashboards, reports, or apps and share insights with others and create your own data-collection apps without writing any code. Collect, analyze and write-back to underlying data sources with more speed and security, directly within Power BI.
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Streamline Your Data Entry
with Effortless Uploads
Save Time and Free Up Valuable Resources
Say goodbye to duplicate data entry and the stress of bulk data by uploading your journals and batches directly from Excel. Upload month-end accruals, a new budget broken down by period and ledger account, sales orders split by customer accounts, and more while fully honoring source system security.
Simple, Intuitive Data Uploading—Without IT
Choose from a rich library of templates or quickly create a custom upload template to easily import accurate data. Users can easily upload everything from journals to budgets, without needing any help from IT.
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Collaborate, Approve, and Track
Data Changes in Qlik
Native Qlik features for collaboration
Vizlib users can collaborate on data directly within Qlik dashboards, adding comments, adjusting with write-back, and annotating data points. Data can be shared and discussed in real-time, improving team alignment and communication.
Implement Approval Workflows
With Vizlib Collaboration, changes to data can be reviewed and approved before being finalized. Administrators can also set user permissions to control who can view, edit, or approve data changes. In addition, the solution keeps track of all changes made to the data, including who made the changes and when, so it is easier to track data modifications and revert to previous versions if needed.
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2023 Finance Team Trends Report
insightsoftware partnered with Hanover Research to survey accounting and finance leaders to gauge the most pressing financial trends of 2023.
Download the report to learn:
- The effect of market instability and internal pressures on finance teams
- Top finance challenges
- How finance teams can sail more smoothly through uncertain times
Frequently Asked Questions
By uploading data from financial software back into ERP systems, businesses can ensure that the data in both systems are aligned and updated. This can help avoid data discrepancies, errors, and duplication that may affect business performance and decision-making. Businesses can also provide a single source of truth for all business data and enable cross-functional collaboration and communication. This can help improve data analysis, reporting, and forecasting, as well as customer, vendor, and employee satisfaction.
Regulatory compliance: businesses need to ensure that the data they upload from the financial software to the ERP systems comply with the relevant regulations, such as the General Data Protection Regulation (GDPR) and the Payment Services Directive (PSD2).
Data security -businesses need to protect the data they upload from the financial software to the ERP systems from unauthorized access, modification, or loss. This can involve using encryption, authentication, and backup methods, as well as monitoring and auditing the data transfers,
Data integration – businesses need to ensure that the data they upload from the financial software to the ERP systems are compatible and consistent with the data formats, structures, and definitions of the ERP systems.
insightsoftware products have built in ERP knowledge and extract, view and update ERP data in real time. By using common applications, like Microsoft Excel, our software solutions can save you time and money on data uploads, expanding the business users who can handle such tasks and freeing up expensive resources to focus on more strategic initiatives. For example, Process Runner can save users up to 90% of their time on their SAP data processing.
We have products that span across all departments and functions. We can assist with financial data entry and uploads, supply chain data changes, human resources data management, sales order processing, product information management, data analytics and BI data transfers.