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BizInsight

4.3
(18)

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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Showing 18 BizInsight reviews
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BizInsight review by Nick M.
Nick M.
Validated Reviewer
Verified Current User
Review Source

"BizNet makes financial /sales / reporting / distribution easy."

What do you like best?

We now schedule and send our sales rep Excel reports on a regular basis. They do not have to be in the office nor on a terminal server. They just open their Email and work on the attached Excel report. We also redesigned all our Syspro financial reports in BizNet. The CFO and managers like the MD&A in Excel.

What do you dislike?

I wish more Syspro data was available in the BizInsight Connector. Our team would like to web port to log into so they can run their reports when they want to refresh them.

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

Getting accurate and timely data into our sales reps Inbox was huge. They now have the data they need every morning no matter where they are in the world. BizInsight made the EBITDA report a breeze to build.

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BizInsight review by Kirk N.
Kirk N.
Validated Reviewer
Verified Current User
Review Source

"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.

What Self-Service Business Intelligence solution do you use?

Thanks for letting us know!
BizInsight review by Jack P.
Jack P.
Validated Reviewer
Verified Current User
Review Source

"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.

BizInsight review by Kathryn D.
Kathryn D.
Validated Reviewer
Review Source

"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 Steve H.
Steve H.
Validated Reviewer
Review Source

"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 Ryan P.
Ryan P.
Validated Reviewer
Review Source

"BizNet Excel Suite for MAM Autopart Users"

What do you like best?

The best part of this software being able to define the data that I need in a report and with the click of a button, the software populates that data.

What do you dislike?

The time it takes to pull from our database can seem long at times.

Recommendations to others considering the product

This product will put out as much as you put in to it. The company offers a variety of training tools to make you a better user. Utilizing their resources is as much of a help as the software itself.

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

We were copying and pasting data from one sheet to the other for financial reports. I can now create an excel sheet and distribute it to our company in a fraction of the time.

BizInsight review by User in Medical Practice
User in Medical Practice
Validated Reviewer
Verified Current User
Review Source

"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 LaRay S.
LaRay S.
Validated Reviewer
Verified Current User
Review Source

"BizNet/BizInsight"

What do you like best?

The ability to create a consolidation report pulling data from multiple company files within the ERP system. With a refresh, you can have a consolidated report updated for any period.

What do you dislike?

Still very new to BizNet. So any dislikes currently I believe are largely due to inexperience.

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

It solves the need to run multiple reports and then manually combine them into one.

It provides a quick and efficient way of producing these reports.

BizInsight review by Adam F.
Adam F.
Validated Reviewer
Verified Current User
Review Source

"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.

BizInsight review by User
User
Validated Reviewer
Verified Current User
Review Source

"Gives you more reporting options with Excel and your ERP"

What do you like best?

We use Intacct for our ERP, and while the report writer is adequate, the output reports do no export to Excel very well and they don't look pretty. Using BizInsight as a reporting allows us to use Excel as a good report writer with our ERP.

What do you dislike?

Many of the inquiry features are very technically specific, so if you charts of accounts is highly multi-dimensional, crafting the exact formulas to get the data you wants can be tricky.

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

Being able to consolidate many locations (or entities) into a single Excel worksheet with drill down ability has been very useful to us.

BizInsight review by Amy B.
Amy B.
Validated Reviewer
Review Source

"Powerful data consolidator utilizing Excel"

What do you like best?

Ease of formatting and ability to consolidate 18 companies of data into one easy to understand spreadsheet in a reasonable amount of time

What do you dislike?

Problems utilizing the software with Intacct in a networked environment.

Recommendations to others considering the product

Great tool to consolidate and push data to constituents. Be aware that there is a pretty big learning curve to get the correct formulas to pull the data - budget for enough training.

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

Consolidating cashflow data for owners/execs to make high level decisions about large scale purchases and investments. Benefits are ability to easily share the spreadsheets through biz broadcast with high level execs

BizInsight review by Dave K.
Dave K.
Validated Reviewer
Review Source

"BizNet"

What do you like best?

BizNet GL and AR modules have made generating reports a pleasure.

What do you dislike?

I like everything about the AR and GL modules.

Recommendations to others considering the product

BizInsight is the best software investment we have made. It allows us to create all financial reporting and sales reports in a customized fashion with ease.

Dave Kolstad

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

Creating monthly financial and sales reports.

BizInsight review by Viola A.
Viola A.
Validated Reviewer
Review Source

"BizInsight for Sage 100"

What do you like best?

I like that it's really easy to add a company's info to the BizInsights reporting. As an ever-expanding business, this is important, as we have different arms that need to be reported separately.

What do you dislike?

I don't like that Sage 100 is limited to BizInsights 5 and parts of 7 are unavailable to us.

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

We are solving the need to keep our financial reports separate for each arm of our business.

BizInsight review by Rick F.
Rick F.
Validated Reviewer
Review Source

"Biznet and its capabilities"

What do you like best?

It allows me to send reports to all my departments with very little effort on my part.

What do you dislike?

I haven't yet discovered how to make additions to one spreadsheet report and easily transition that addition to other like reports

Recommendations to others considering the product

The support staff is very down to earth and easy for me to connect with. I would suggest using them.

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

Every department in the county has the opportunity to have updated information on where they are with there budget. Better information almost always leads to better more efficient operation.

BizInsight review by Executive Sponsor in Insurance
Executive Sponsor in Insurance
Validated Reviewer
Verified Current User
Review Source

"Useful tool, although performance could improve"

What do you like best?

Very easy to use and create schedules in Excel.

What do you dislike?

Our performance can be slow, and it's been hard to pinpoint if that is our practices or the software.

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

Hooked up to our GL system to refresh data.

BizInsight review by User in Transportation/Trucking/Railroad
User in Transportation/Trucking/Railroad
Validated Reviewer
Review Source

"microsoft excel on steroids"

What do you like best?

Ease of use using microsoft excel - helps me works fast and smarter

What do you dislike?

I would like to see this to expand to other programs as well

Recommendations to others considering the product

This is a nice product to use for specifically microsoft excel users who need to constantly send out reports to clients in various places. This will give you an efficient way to create and share in real time.

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

creating unique business templates and having it to all clients instantly and simply

BizInsight review by Industry Analyst / Tech Writer in Financial Services
Industry Analyst / Tech Writer in Financial Services
Validated Reviewer
Review Source

"Advanced but simplified software"

What do you like best?

Increases speed of high level queries and updates of pivot tables.

What do you dislike?

When using Excel (without BizInsight), BizInsight creates an error message when using basic formulas

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

We use BizInsight to help consolidate data in our accounting department, the greatest benefit that we have realized is the ease of use and learning of the product opposed to basic Excel.

BizInsight review by User in Hospital & Health Care
User in Hospital & Health Care
Validated Reviewer
Review Source

"BizInsight"

What do you like best?

It is easy to use and is very flexible.

What do you dislike?

Nothing at all! I like how easy it is to use.

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

Financial Reporting. Report distribution to multiple facilities at the push of a button.

Kate from G2 Crowd

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* We monitor all BizInsight reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.