BizInsight

(13)
4.2 out of 5 stars

The BizInsight is a business reporting and analytics platform that provides real-time access to your business data from Microsoft Office Excel.

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BizInsight review by <span>Kirk N.</span>
Kirk N.
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Your new best friend for financial reporting

What do you like best?

The fact that it's native to Excel was a great point for us. We were transitioning from Frx and the ability to create and distribute reports from Excel was fantastic. The Biznet team has been great about responding quickly to any question we might have. Additional modules such as Asset Management, Inventory and Purchasing will allow our company to implement the product in other areas of our company. This will lead to a greater return on investment. As users are generally more familiar with Excel, they won't need to rely on other sources such as Crystal Reports to create reports.

What do you dislike?

We are using the Epicor version XL Connect, so will be delayed in receiving the latest versions.

Recommendations to others considering the product

Check it out if you're looking for a financial reporting solution. The product is fantastic and the support we've received has gone above and beyond!

What business problems are you solving with the product? What benefits have you realized?

The replacement of Frx. XL Connect allows us to build reports easily and quickly, and also gives us addtional flexibility when creating reports.

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BizInsight review by <span>Jack P.</span>
Jack P.
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Great Product for pulling data out of your ERP System and getting it into Excel.

What do you like best?

Easy to use, get a report setup and can refresh pulling data straight out of your ERP database and into Excel. Makes financial reports very easy. With their new version, can pull any data and use for what ever reports you want.

What do you dislike?

It does cost a little more than I like to purchase this, but in the long run the ROI is great!

Recommendations to others considering the product

Anyone that needs to pull data out of a database and create reports would want to use this software.

What business problems are you solving with the product? What benefits have you realized?

Getting data quickly and then being able to do analytics quickly and easily with a product we already know.

What Self-Service Business Intelligence solution do you use?

Thanks for letting us know!
BizInsight review by <span>Kathryn D.</span>
Kathryn D.
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Use BizInsight for Financial Reporting

What do you like best?

I love this product so much - I am able to separate my financials by department in a very nice presentable format

What do you dislike?

Can be a little tricky to recreate new workbooks from Scratch

Recommendations to others considering the product

This is a great feature especially if you want to track departmental specific information - this program allows you to group items as you want to see them. Be aware that is you add and GL accounts that they will need to added to the spreadsheet or they wont be picked up.

What business problems are you solving with the product? What benefits have you realized?

I break out our income statement into separate revenue centers and Ancillaries and have not difficulty moving from one period to another - one the report is written all you have to do is choose your period and it does the rest.

BizInsight review by <span>Steve H.</span>
Steve H.
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Great tool for more efficient reporting

What do you like best?

The ability to create custom reports (pulling data directly from our accounting system) to combine or consolidate data that our accounting system's canned reports can't easily provide. Sometimes we just need a quick look across all of our companies, and can easily create an ad-hoc report. There are also templates available to get started, that can then be tweaked to meet the desired need.

What do you dislike?

On occasion the refresh may be a little slower than I'd like, but that is probably my own impatience, and the fact that our accounting server resides at a third-party site.

Recommendations to others considering the product

We currently are consider the BizBroadcast feature that would help a lot with report distributions, probably saving a day's worth of work each month.

What business problems are you solving with the product? What benefits have you realized?

We're using BizInsight for the majority of our financial reporting to stakeholders and upper management. We're also using it in forecasting, and our budgeting process.

BizInsight review by User in Medical Practice
User in Medical Practice
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Biznet - BizInsight and BizBroadcast are super tools

What do you like best?

Our BizInsight plays hand in hand with our GL-Chart of Accounts and allows us to run any variety of reports, and makes month end financial statements a breeze. We just need to change the period to the current one and then everything we see is updated and pulling from the right accounts. BizBroadcast really makes distributing the reports to managers easy. Once everything is defined it literally just takes a click of the "Run now" button and my emails are sent to the intended recipients automatically!

What do you dislike?

There isn't anything about the software that I dislike, it is more about not having had the time yet to utilize it more, and possibly get more specific training on it.

What business problems are you solving with the product? What benefits have you realized?

BizInsight has made month end and year end reporting very easy for us. We have been able to form a trustworthy relationship with this software as it is very reliable.

BizInsight review by <span>Adam F.</span>
Adam F.
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Great Excel add on

What do you like best?

We love that it's an excel add on that allows us to take advantage to the many functions/possibilities of excel. It is so easy to use that we barely need to train new users. The drop and drag feature for the formulas is fantastic.

What do you dislike?

The performance does seem to lag a bit at times, but we suspect it's due to the large volume of data that we are trying to pull back from our general ledger.

What business problems are you solving with the product? What benefits have you realized?

BizInsight has helped streamline our financial reporting process and creating ad hoc reports are much easier using BizInsight than the inquiry options available in our general ledger.

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