Name: CXO Software
Rating: 4.1 (43 reviews)

Overview

Product Information on CXO Software

Updated 12th May 2023

What is CXO Software?

CXO from insightsoftware is a cloud-based platform designed to assist businesses with financial reporting and analytics. Features include collaborative workspace, real-time updates, mobile access, performance metrics, and data visualization. The dashboard offers multiple financial templates, which help supervisors generate reports on profit and loss, stock information, sales performance, and more. CXO also allows finance teams to communicate via chats and capture, manage, and share commentary and narratives during the reporting process. With the storyboard functionality, users can aggregate relevant reports and provide an audit trail for future reference. CXO offers integration with various third-party applications or EPM sources, such as Oracle EPM Cloud, Essbase, Hyperion Enterprise, SAP Hana, Business Warehouse, and more. Finance professionals can use the data warehouse adapter module to prepare reports and interactive dashboards from unstructured spreadsheet data.

Overall experience with CXO Software

Senior Quant Developer

1B - 3B USD, Insurance (except health)

FAVORABLE

“Revolutionize Enterprise Finance with CXO's User-Friendly Interface”

4.0

Oct 10, 2024

CXO provides a fast and user-friendly financial situation for our company. It provides Enterprise level financial performance from a single source and it is easy to check specific groups and/or units via the application. It has really modern and secure environment.

Senior Financial Reporting Analyst

10B - 30B USD, Consumer Goods

CRITICAL

“Software works well but is complex.”

3.0

Mar 27, 2024

I find the documentation for the program to be lacking but support has been generally helplful.

About Company

Company Description

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity.

Company Details

Company type

Private

Year Founded

2018

Head office location

Raleigh, United States

Number of employees

1001 - 5000

Website

https://bit.ly/3qEiaOf

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Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

Reviewer Insights for: CXO Software

Deciding Factors: CXO Software Vs. Market Average

CXO Software Likes & Dislikes

I really like to use CXO to quickly grasp what's the current status of the company. It allows ad-hoc analysis and is suitable to do detailed comparisons among company units based on rep-defined groups.

It is very customizable, stable, and the reports look good.

1. Easy to use and get acclimated with 2. Nice Presentation 3. Good support team

To be honest, I love this product. It is easy to use and has custom and modern graphics which allow users to quick analysis and easy to track performance of the company. However, the start of the application sometimes takes time. It is annoying to wait for the start.

The user documentation is lacking, the way that row and column formulas interact can be buggy, and no ability to undo a change to a report.

1. Upgrades are cumbersome, has potential to break relatively easily 2. Limited ability to create/editing reports. Templates available, but can't edit

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Peer Discussions

CXO Software Reviews and Ratings

Recommended Gartner Insights

1B-10B USD

Insurance (except health)

Review Source

Revolutionize Enterprise Finance with CXO's User-Friendly Interface

Finance Associate

Energy and Utilities

Easy to Use Software, More Flexibility Needed

Mar 29, 2024

Overall I think that this is a good product. I think that there are some limitations with the program that are either working to be fixed or there are other things that are more of a priority. I think that it can get pretty difficult to put in simple formulas and edit columns such as you would be able to do an excel. One thing that I think would be helpful is the ability to customize single cells versus the change being for a whole column or a whole row. But the positive side of this is that you can build reports relatively quickly, you are able to log in users and have them get a general knowledge and be able to support themselves within 20 to 30 minutes of being introduced to the software. It also allows for a novice to search through the different hierarchies, yielding hundreds of results, within minutes and getting the answers that they need without any cumbersome analysis.

Engineer

Great software on top of your EPM environment

5.0

Mar 31, 2024

whenever we have questions they always respond quickly. Also the new developments of the product helps supporting our processes

10B+ USD

Consumer Goods

Software works well but is complex.

Sr. Group Accountant

50M-1B USD

Services (non-Government)

Thumbs up for CXO Software Cockpit!

Aug 17, 2018

CXO Software (Cockpit) is a very flexible product that we currently mainly use for loading of data from Oracle HFM. We are in the process of upscaling this by combination with other data sources. The biggest benefits of Cockpit are flexibility, ease of use and portability of data (laptop, IPad etc.).