CXO Softwareinsightsoftware
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Related Products
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About
Transform lackluster epm reporting into dynamic c-level insights. Is your epm reporting purpose-built for finance? Epm is designed for input and processing, not reporting. Most epm solutions were built to capture and aggregate data, not report on them. Built-in reporting is often too limited and inflexible to respond to fast-changing business needs. As a result, finance teams don’t have quick access to the data they need to do their jobs effectively. Other reporting tools aren’t purpose-built for finance. Turning to bi tools doesn’t help. Bi tools weren’t designed to work with multi-dimensional epm data, leaving you dependent on technical expertise. This can cause bottlenecks and result in unacceptable delays. You’re stuck in a cycle of static reporting. Most EPM customers resort to dumping data into spreadsheets to satisfy their reporting needs—a slow, error-prone process that results in non-standardized reports. This leaves decision-makers working with rudimentary, static data.
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About
Panax is an AI-native cash management software that frees finance and treasury teams from manual work by unifying data from all banks, ERPs, and payment tools into a single real-time view with built-in AI insights to improve efficiency, liquidity control, and risk management. It automates key treasury tasks such as transaction categorization, reconciliation, forecasting, reporting, and cash application, replacing error-prone spreadsheets and manual bottlenecks while giving teams strategic clarity and confidence in decision-making. Panax delivers real-time cash positioning, predictive cash forecasting, proactive alerts and insights, and seamless connectivity to global banks, ERPs, and payment systems. Its AI agents and conversational AI assistant provide enriched forecasts, surface anomalies, and help anticipate cash shortfalls so teams can act before issues arise.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Finance companies looking for a web-based, EPM reporting solution that can deliver higher quality reports and speed up reporting cycles to meet the needs of C-level executives
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Audience
Finance and treasury teams at mid-market to large companies that need real-time cash visibility, automation, and smarter cash management without spreadsheets
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Company Informationinsightsoftware
Founded: 1993
United States
www.insightsoftware.com
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Company InformationPanax
Founded: 2022
United States
www.thepanax.com
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Categories |
Categories |
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Dashboard Features
Annotations
Not Supported
Data Source Integrations
Supported
Functions / Calculations
Supported
Interactive
Not Supported
KPIs
Supported
OLAP
Not Supported
Private Dashboards
Supported
Public Dashboards
Supported
Scorecards
Supported
Themes
Not Supported
Visual Analytics
Not Supported
Widgets
Supported
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Integrations
Microsoft Dynamics 365
Not Supported
NetSuite
Not Supported
OneStream
Supported
PayPal
Not Supported
SAP Access Control
Not Supported
Sage 100
Not Supported
Stripe
Not Supported
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Integrations
Microsoft Dynamics 365
Supported
NetSuite
Supported
OneStream
Not Supported
PayPal
Supported
SAP Access Control
Supported
Sage 100
Supported
Stripe
Supported
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