insightsoftware Recognized in the 2025 Gartner Magic Quadrant for Financial Planning Software

In 2025, insightsoftware was recognized in Gartner’s Magic Quadrant for Financial Planning Software. The recognition focuses on insightsoftware’s JustPerform product, which offers web-based budgeting, planning, and forecasting with an Excel-like interface and self-service reporting, dashboards, and analytics.

Continuing to earn a spot in Gartner’s Magic Quadrant reflects insightsoftware’s commitment to providing organizations with modern, flexible, and reliable financial planning solutions. The Gartner recognition, from an independent and objective source, validates insightsoftware as a reliable and reputable partner in financial planning software.

Gartner called out three strengths of our JustPerform solution:

• AI governance

• Financial planning model design

• AI pricing

Our approach to serving the Office of the CFO goes beyond technology. By combining deep financial expertise with powerful, user-friendly tools, we empower teams across industries to make informed decisions with confidence.

Recognition of JustPerform’s Strengths

Financial professionals can depend on JustPerform to automate routine reporting tasks, provide real-time financial visibility, streamline planning and forecasting, and accelerate financial close processes.

As we noted, JustPerform’s placement in the Gartner Magic Quadrant hinges on its human governance of AI capabilities, planning model design, and pricing of AI features.

AI Governance

Gartner pointed out that keeping a human in the loop is an important aspect of insightsoftware’s AI governance. With JustPerform’s AI features, finance teams get predictive and contextual AI support. Humans define rules, review AI recommendations, and enforce data authorization. These AI governance controls support audit trails and enhance oversight of sensitive financial information.

Financial Planning Model Design

Gartner noted that JustPerform’s proprietary engine enables FP&A teams to use drag-and-drop features to build reports and a visual Data Flow Designer to manage planning models and streamline processes. The no-code functionality gives finance teams the flexibility to quickly adapt and update models as business needs change.

AI Pricing

Finance teams using JustPerform get the Lineos AI companion from insightsoftware at no additional subscription cost. Gartner recognized that the cost-effective AI features support automated insights, natural language data analysis, and practical decision-making.

Why Customers Trust insightsoftware

While the market continues to evolve, our position in the Magic Quadrant underscores the stability and trust our customers place in our software. We remain dedicated to helping finance teams streamline planning, budgeting, and forecasting, enabling them to focus on strategic insights rather than manual processes.

SCG Drives Financial Independence and Agility Across 400+ Entities With JustPerform

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Our mission is to redefine financial planning by helping organizations turn data into actionable insights. To meet changing customer needs, insightsoftware will continue to introduce new JustPerform features, such as a native Google Sheets add-in. This year’s Gartner Magic Quadrant recognition is a testament to the ongoing investment we make in innovation, customer success, and delivering solutions that meet the needs of today’s dynamic business environment.

What Is the Gartner Magic Quadrant?

The Gartner Magic Quadrant provides an overview of the competitive landscape for a given market, giving finance leaders a clear view of where key technology providers stand. It visually compares vendors based on two key dimensions: ability to execute and completeness of vision. Using 12 weighted criteria, the Magic Quadrant highlights each vendor’s relative strengths, helping organizations navigate the market with confidence and clarity.

Understanding Financial Planning in the Magic Quadrant

To be included in the Magic Quadrant, solution providers must meet rigorous criteria. Gartner identifies several essential capabilities that define leaders in financial planning software, including:

• Delivery as a cloud-based application

• User-driven models supporting financial planning, budgeting, and forecasting processes

• User-role-based security profiles for administering the management of planning and forecasting cycles

• Ability for users to create reporting and analysis insights for informed decision-making

These capabilities reflect the high-performance solutions that benefit internal finance leaders and external stakeholders.

Customer-Centric Innovation and Continuous Improvement

At insightsoftware, our product roadmaps are driven by customer feedback and market trends. Looking into 2026, we’re expanding AI-driven capabilities, enhancing automation for top-down forecasting, and improving planning efficiency across all industries. Josh Schauer, insightsoftware CFO, emphasized the future opportunities noted in our recent report, The AI Confidence Crisis in Corporate Finance. “The real ROI on AI investments is when the technology empowers teams to spend their time and mindshare on more strategic work. By unlocking new insights and saving time, AI becomes a catalyst for innovation, fueling better decisions, more accurate forecasts, and stronger business performance.” That is the goal of AI features integrated into insightsoftware finance solutions.

A Quick Look at Our Financial Planning Tools

Our comprehensive suite of financial planning and analysis solutions is seamlessly integrated within insightsoftware, providing a unified user interface and data layer. Key benefits include:

• Unified Platform: Consolidates complex data, breaking down silos and streamlining processes to enhance efficiency and enable data-driven decisions.

• Modular Design: Consistent user experience for rapid deployment, effortless adoption, and scalability to meet evolving business needs.

• Automated Workflows and Insights: Improve productivity, reduce costs, and optimize operational efficiency with precise, actionable data.

We are proud to be recognized in the 2025 Gartner Magic Quadrant for Financial Planning Software and remain committed to continuous innovation to meet the evolving needs of global finance teams.