Tech riderRev. 4 Oct 2026

CXO Software

Ch 027.1of 30 Management Reporting Software

1Runs onAndroid, iOS, self-hosted, Web, Windows
2Costsfree trial
3KPI dashboardsYes
4Variance analysisYes
5Management pack templatesYes
6Excel integrationYes

6 lines stated Written from the maker's own pages: insightsoftware.com

Overview

CXO Software is ranked #2 of 30 in management reporting software on Specifiction. It runs on Android, iOS, Self-hosted, Web, Windows. There is no free plan. A free trial is offered.

CXO Software plans and pricing

All plans

CXO Not published Get Pricing Pricing not listed on the product page insightsoftware.com · 4 Oct 2026

Compared on management reporting software

KPI dashboards: Yesinsightsoftware.com
Variance analysis: Yesinsightsoftware.com
Management pack templates: Yesinsightsoftware.com
Excel integration: Yesinsightsoftware.com

Facts

Purpose: CXO is described as software for transforming EPM reporting into dynamic insights for C-level leaders.insightsoftware.com · 3 Oct 2026
Reporting: The product lets finance teams create and manage dynamic reports using flexible templates and out-of-the-box features.insightsoftware.com · 3 Oct 2026
Analysis: Users can analyze data directly within their EPM using built-in tools designed to understand financial structures and terminology.insightsoftware.com · 3 Oct 2026
Commentary: Users can add commentary and chat, then consolidate and lock report commentary and track it with an audit trail.insightsoftware.com · 3 Oct 2026
Integrations: The product page says CXO connects to 140+ ERPs and EPMs and names Aptean, Deltek, Dynamics, Epicor, Infor, MRI, Oracle, Oracle NetSuite, Sage, SAP, Viewpoint, and Yardi.insightsoftware.com · 3 Oct 2026
Exports: CXO offers IT-free export and viewing of rendered data.insightsoftware.com · 3 Oct 2026
Mobile: CXO mobile applications bring web application functionality to iPad, iPhone, and Android devices, and reports need no adjustments to run on mobile.docs.cxo.insightsoftware.com · 3 Oct 2026
Installation: CXO documentation provides installation instructions for CXO software and server, including version 6.1 and later.docs.cxo.insightsoftware.com · 3 Oct 2026
Security certification: The maker's product certification table lists CXO as ISO 27001 certified and shows no SOC 1 or SOC 2 certification for CXO.legal.insightsoftware.com · 3 Oct 2026
Support: CXO support is listed as available weekdays during 8:00–17:00 EDT/EST in the Americas and 8:00–17:00 GMT/BST in EMEA.insightsoftware.com · 3 Oct 2026
Support resources: CXO documentation directs customers to email [email protected] to have requests logged and assigned to support staff.docs.cxo.insightsoftware.com · 3 Oct 2026
Pricing: The product page directs prospective customers to request pricing; it does not display a price.insightsoftware.com · 3 Oct 2026
Test drive: The maker offers a free test drive that provides access to a live version of CXO, with no duration stated on the page.insightsoftware.com · 3 Oct 2026
Report creation: Finance teams can create and manage dynamic reports independently using flexible templates and out-of-the-box features.insightsoftware.com · 4 Oct 2026
Direct connections: Some supported systems, including Essbase, SSAS, SAP BPC, SAP BW, Tagetik, and TM1, can be queried directly with MDX.docs.cxo.insightsoftware.com · 4 Oct 2026
Mobile access: CXO mobile applications support iPad, iPhone, and Android devices, and the reporting suite can also be opened in a browser on mobile or tablet devices.docs.cxo.insightsoftware.com · 4 Oct 2026
Reporting exports: Reports can be exported to PDF or PowerPoint, while tables in specified report templates can be exported to Excel.docs.cxo.insightsoftware.com · 4 Oct 2026
Export limitation: Excel exports include table objects but do not export other objects such as bridges and charts.docs.cxo.insightsoftware.com · 4 Oct 2026
Security: insightsoftware says its cloud solutions encrypt data in transit and at rest using TLS ciphers and AES-256.insightsoftware.com · 4 Oct 2026
Compliance: insightsoftware says its cloud security program is aligned with frameworks including ISO 27001 and SSAE-18 SOC 2, and that it completes annual SOC 2 Type 2 audits.insightsoftware.com · 4 Oct 2026
Maker: insightsoftware lists its global headquarters at 8529 Six Forks Rd., Raleigh, North Carolina, and states it was founded in 2000.insightsoftware.com · 4 Oct 2026