CFO Productivity Upsell Longview Solutions serves the Office of the CFO with real-time data and a portfolio that includes reporting, analytics, budgeting, forecasting, consolidation and tax. As part of insightsoftware, there is a strong cross-sell opportunity to expand Longview customers into additional EPM modules to speed financial close, improve visibility and compliance, and grow ARR.

Embedded BI Demand Embedded BI is a cleared differentiator for insightsoftware, backed by Dresner awards. This presents a clear upsell path to Longview clients who want analytics embedded into their native finance workflows and dashboards, increasing adoption, stickiness and revenue per customer.

Partnership Leverage The TimeXtender Jet Analytics collaboration along with Cerity Partners and other alliances creates co-sell opportunities to upgrade data integration, governance and advisory services. Target Longview's customers and the broader installed base of insightsoftware to accelerate data-driven finance initiatives.

Cloud Analytics Push Jet Analytics is positioned to accelerate cloud adoption and AI readiness. Use this to propose cloud-native analytics, scalable data models and migration services to CFO teams seeking faster time-to-value and improved cloud-based reporting and forecasting.

Transformation Signals Executive changes in 2026 signal a refreshed strategy and potential vendor consolidations. Approach new leaders with ROI-focused business cases, renewals and expansion proposals that align with a modernized, AI-enabled finance tech stack.