Finance professionals have long struggled with the burden of manual data processing, but insightsoftware’s latest innovation aims to change that. The company has announced the launch of Lineos, an AI-driven suite designed to streamline financial planning and analysis (FP&A), accounting, and operations processes, allowing finance teams to shift their focus from data management to strategic decision-making.
“While finance teams recognize the potential of AI, many struggle to make it meaningful,” said Lee An Schommer, Chief Product Officer and General Manager, ERP Reporting & BI at insightsoftware. “CFOs are challenging their teams to boost productivity with AI, but finding a starting point can be difficult. At insightsoftware, we are dedicated to the Office of the CFO, delivering AI solutions that tackle real-world challenges like report generation. With Lineos, we empower finance teams with an AI-powered ‘line of sight’ into their data, enabling confident, data-driven decision-making.”
Addressing Time-Consuming Financial Challenges
Finance teams spend a significant amount of time on manual tasks, with many organizations dedicating over 30 hours per month to top-level reporting. These inefficiencies not only slow down decision-making but also introduce the risk of human error. According to a recent study, 81% of CFOs plan to increase AI investments in 2025, highlighting a growing shift toward AI-powered financial transformation.
Lineos responds to this industry demand by automating labor-intensive processes, identifying hidden trends, and delivering actionable insights—all while seamlessly integrating into existing financial systems. By embedding AI capabilities directly into workflows, insightsoftware ensures that finance teams can immediately benefit from automation without requiring significant IT involvement or extensive retraining.
Key Benefits of Lineos
Lineos can help finance teams save time by automating repetitive financial tasks such as summarizing commentary, refining reports, and suggesting pre-built content. This reduces administrative work and enables finance professionals to focus on high-value activities.
The suite can also help with uncovering patterns by analyzing general ledger data to identify spending trends and cost-saving opportunities. Additionally, it provides insights into ESG metrics, helping companies improve sustainability performance while simplifying month-end close reporting across multiple subsidiaries and departments.
Lineos also simplifies workflows by leveraging Natural Language Query (NLQ) technology, enabling finance professionals to generate reports effortlessly. Its integration with existing ERP and FP&A systems minimizes IT dependencies, fostering a more agile and innovative financial operation.
A Seamless and Secure AI Integration
Unlike standalone AI tools that require extensive configuration, Lineos is built on the insightsoftware Platform, ensuring a smooth adoption process for finance teams. The platform’s emphasis on security and privacy guarantees that sensitive financial data remains protected at every stage, allowing businesses to maintain compliance while leveraging AI-driven insights.
By eliminating time-consuming manual tasks and providing CFOs with actionable intelligence, Lineos is set to redefine how finance teams operate, empowering them to drive greater productivity, efficiency, and business value.
What this means for ERP Insiders
Financial software vendors are making AI investments. In 2025, AI is revolutionizing the financial software market by enhancing automation, predictive analytics, and decision-making capabilities. AI-driven tools streamline reporting, fraud detection, and compliance, reducing manual workloads and errors. The global AI software market is projected to reach $294.71 billion in 2025, reflecting significant investment and integration across financial sectors. This shift enables finance teams to optimize operations, improve forecasting accuracy, and drive more strategic, data-driven business decisions.
CFOs are leveraging AI. In 2025, CFOs are increasingly leveraging AI to enhance financial operations, with 51% investing in AI technologies this year, a significant rise from 15% in August 2023. This surge reflects a strategic shift towards automating routine tasks, improving financial forecasting accuracy, and driving operational efficiency. By integrating AI, finance leaders aim to transform data analysis and decision-making processes, positioning their organizations for competitive advantage in a rapidly evolving market.
Better data-driven decision making. Finance teams face three major challenges when identifying data-driven patterns: data silos, data quality, and interpretation complexity. Disparate systems create fragmented data, making it difficult to get a holistic view. Inconsistent or incomplete data leads to errors, reducing reliability. Finally, extracting actionable insights from vast financial data requires advanced analytics and AI, which many teams lack expertise in. Overcoming these challenges is essential for accurate forecasting and strategic decision-making.
