Bringing finance into focus with Lineos

Your best people are chasing numbers instead of shaping strategy.

Finance fragmentation is silent but expensive. Planning runs in one system, close in another, reporting in a third. The numbers that should flow from one process to the next get re-keyed, reconciled, questioned. Forty-nine percent of CFOs say poor data quality blocks critical decisions. Forty-one percent of finance time goes to data wrangling instead of analysis. And forty percent of finance professionals would leave their employers over outdated systems.

That's not a data problem. It's a fragmentation problem.

Lineos: One platform. One login. One line of sight.

Lineos, the new brand for the Office of the CFO, offers a unified, AI-powered platform that connects the full finance workflow, from planning and forecasting to close, compliance, and reporting, to surface insights that drive action. Lineos empowers teams to work more efficiently, improve decision-making, and shift from chasing numbers to shaping strategy.

Five modules are going live together: Financial Planning, Close & Consolidation, Account Reconciliation, Disclosure Management, and Reporting Intelligence. One login. One navigation layer. One connected experience across the finance lifecycle.

Planning, close, reconciliation, disclosure, and reporting each work best on shared experience. Lineos puts them on exactly that: one login, one set of integrations, one shared foundation, so the whole team works from the same numbers.

Everything configured once. Configuration carries forward.

Users add security, company structure, and chart of accounts once. They carry across every module and can add the next module in days, not weeks. Each module works standalone on day one and runs stronger on the platform with the others.

Lineos connects to SAP, Oracle, Microsoft, and 200+ additional ERP and EPM systems natively. No rip-and-replace. No forced migration. Existing ERP investments stay exactly where they are.

AI built into the workflow, not bolted on

AI use in Finance is on the rice with 72 percent of finance teams having adopted it in the last year. Despite this reality, 40 percent of agentic projects are forecast to fail by 2027 on weak controls and weak data foundations.

Lineos runs AI inside the finance workflow, not over it. With finance logic behind every agent and finance data underneath. Four pre-built agents are available alongside the five modules:

• Recon Agent completes bank and credit-card reconciliations autonomously, with confidence scoring on every match and full audit trails.

• XBRL Tagging Agent applies automated tagging across SEC and ESMA ESEF frameworks while you build disclosures, not at deadline.

• Analyst Agent backs financial planning with analysis inside the workflow, extended by an AI-assisted PowerPoint add-in.

• Variance Storyteller turns number movements into written explanations, so reviews move faster and the story travels with the data.

Every agent works inside a single module and with the user's existing permissions. Agents detect, recommend, and route for approval. Finance stays in control. Releases are auditable, eval-gated, version-controlled. You keep pace with AI without losing governance.

What are we delivering?

Financial Planning — Forecast and budget at the speed of the business. Driver-based planning and scenario modeling, built on the same data that closes the books, not rebuilt in a spreadsheet every quarter.

Close & Consolidation — A close that runs on process, not heroics. Currency conversion, intercompany eliminations, IFRS and multi-GAAP compliance handled automatically. Real-time close status. Full audit trail.

Account Reconciliation — Reconciliations completed autonomously from data ingestion through transaction matching. Confidence scoring on every match. Audit trails that prove the work.

Disclosure Management — Narrative drafting to regulatory filing in Word, PowerPoint, and Excel with live data. XBRL tagging across SEC, ESMA ESEF, and other frameworks, validated during preparation rather than at the deadline.

Reporting Intelligence — Financial reports that live in Excel. AI monitors KPIs 24/7. Drill to source. Get insights when they matter.

Built on 25 years. 34,000 customers. 500,000 users.

Lineos isn't entirely nascent. It's the convergence of 25 years building for the Office of the CFO. That install base is the network intelligence Lineos runs on. We don't guess what finance needs. We know.

Start where it hurts most

If you're running planning, close, reconciliation, and reporting on fragmented point solutions and want them connected on one modern platform, this is the moment.

Start with the finance process that hurts most: Financial Planning or Account Reconciliation are common Lineos entry points. Add the next beside it as the business grows. Security, company structure, and chart of accounts carry forward. You're not buying separate tools; you're adding capabilities to one connected workflow.

The result: Finance freed to be brilliant, not busy

Finance moves from reporting what happened to shaping what happens next. From service function to strategic partner.

And it starts with clarity. One platform. One line of sight. AI built in, not bolted on.

With Lineos, your best people—finally—get to be brilliant.

What's next

With the launch of Lineos, a continuous cadence follows: more agents, more modules, expanding reach through 2028.

Leave it to Lineos.

Learn more: Visit insightsoftware.com/lineos for product demos and the latest updates.