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Overview

Product Information on insightplanning (Legacy)

Updated 13th October 2025

What is insightplanning (Legacy)?

InsightPlanning (Legacy) is a software designed to support financial planning and budgeting processes within organizations. The software facilitates the modeling and analysis of financial data, enabling users to create, manage, and track budgets and forecasts. It provides functionality for scenario analysis, version control, and reporting, helping users examine potential outcomes and make informed decisions based on data trends. InsightPlanning (Legacy) streamlines collaboration among finance teams by centralizing planning activities and promoting consistency in budget management. The software seeks to optimize planning cycles, reducing manual efforts while improving accuracy in financial projections, supporting organizations in addressing the business challenge of effective resource allocation and strategic financial management.

insightplanning (Legacy) Pricing

Insightplanning (Legacy) is a software that uses a subscription-based pricing model, offering access to its functionalities for a recurring fee. The pricing structure may vary based on the size of the organization and selected feature set, and typically includes different plan tiers with monthly or annual payment options. Specific details regarding plan inclusions and costs are set according to subscription agreement.

Overall experience with insightplanning (Legacy)

Director, Program/Project Management
10B - 30B USD, Media
FAVORABLE

“Upgrading was easy with only a few hiccups”

4.0
Nov 7, 2019
Really love the product, just wish there was more of a focus on standalone Analytics vs considering it as part of the overall bundle. More partners and wider user base would be great to see so it's not such a niche tool.
Manager, Business Intelligence
3B - 10B USD, Media
CRITICAL

“"It can literally do anything, but it takes the right person to get it there"”

3.0
Apr 18, 2018
Longview has a very small consulting organization without much financial experience, so it was difficult laying out requirements and helping them through understanding our Essbase data source set up. The product itself is so amazing flexible that it can do nearly anything we want it to, the problem continues to be finding the resources to be able to develop it.

Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

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insightplanning (Legacy)

byinsightsoftware
in Finance
4.3

About Company

Company Description

Updated 31st January 2024

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

Updated 26th February 2025
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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Reviewer Insights for: insightplanning (Legacy)

insightplanning (Legacy) Likes & Dislikes

Like

it really can do anything you want, become a one-stop portal for all your financial and operational reporting while appearing system-agnostic to the user.

Like

It can be the single destination for all of our financial reporting and data processes.

Like

you can set up processes so that users will put in the data he needs, and others can just continue using this data. The users dont have to share it specifically. and the whole set up is really easy

Dislike

It's hard to make it an enterprise-wide solution in terms of development and support.

Dislike

It's so niche that finding people to implement is difficult and there isn't a robust training function to leverage.

Dislike

very little flexibility in the formating/visualisations

Top insightplanning (Legacy) Alternatives

insightplanning (Legacy) Reviews and Ratings

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  • Director, Program/Project Management
    10B+ USD
    Media
    Review Source

    Upgrading was easy with only a few hiccups

    4.0
    Nov 7, 2019
    Really love the product, just wish there was more of a focus on standalone Analytics vs considering it as part of the overall bundle. More partners and wider user base would be great to see so it's not such a niche tool.
  • Head of Business Efficiency
    50M-1B USD
    Travel and Hospitality
    Review Source

    „Combine operations and Finance“

    5.0
    Sep 24, 2019
    We are very happy with the solution. It allowed us to combine our operational planning with the financial planning. We stop sharing Excels, and managed to reduce the workload for budget processes whilst improving the quality.
  • Director IS Finance and Purchase
    10B+ USD
    Energy and Utilities
    Review Source

    Great solution with weakness on data visualization and reports

    4.0
    Apr 12, 2019
    - Tidemark : good EPM with weakness on data visualization and reports that make user experience less attractive while the possibility of collaboration directly in the solution is greatly appreciated - The solution gives many possibilities as the organisation of the tool is structured by process. - Lacks the ability to work with APIs to date. - Difficulty to find ressources skilled on the solution (almost in Europe)
  • Senior Manager - Finance Systems
    1B-10B USD
    Software
    Review Source

    More stable product , engaged support team and awaiting data capabilities

    4.0
    Mar 30, 2019
    Tidemark Customer Support is accessible and engaged for our success. They recently scaled off hours support. In the past year, product stability has improved with regular patches or cloud updates. We would Tidemark to share their roadmap more frequently than once a year and improve ability to get data in and out of Tidemark (excel upload, APIs).
  • Tax Accounting Director
    1B-10B USD
    Services (non-Government)
    Review Source

    Very flexible and hands-on tool

    4.0
    Apr 4, 2019
    A very smooth and flexible tax accounting tool - easy to manage and to work on data management. Easy to use for all local and consolidation reporting. Positive feedback from the local teams on user-friendliness.
Showing Result 1-5 of 27

4.3

(32 Ratings)

Rating Distribution

5 Star
31%
4 Star
59%
3 Star
9%
2 Star
0%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

4.2

Integration & Deployment

4.0

Service & Support

4.2

Product Capabilities

4.2