CXO Software

6.9easy start · #2 of 30
in Management Reporting Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you workyes

Runs on Android, iOS, self-hosted, Web, Windows.

CXO Software is ranked #2 of 30 in management reporting software on The Geeks Club. It runs on Android, iOS, Self-hosted, Web, Windows. There is no free plan. A free trial is offered.

CXO Software plans and pricing

All plans

CXO Not published Get Pricing Pricing not listed on the product page insightsoftware.com · 4 Oct 2026

Compared on management reporting software

KPI dashboards: Yes
Variance analysis: Yes
Management pack templates: Yes
Excel integration: Yes

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The record

Purpose: CXO is described as software for transforming EPM reporting into dynamic insights for C-level leaders.
Reporting: The product lets finance teams create and manage dynamic reports using flexible templates and out-of-the-box features.
Analysis: Users can analyze data directly within their EPM using built-in tools designed to understand financial structures and terminology.
Commentary: Users can add commentary and chat, then consolidate and lock report commentary and track it with an audit trail.
Integrations: The product page says CXO connects to 140+ ERPs and EPMs and names Aptean, Deltek, Dynamics, Epicor, Infor, MRI, Oracle, Oracle NetSuite, Sage, SAP, Viewpoint, and Yardi.
Exports: CXO offers IT-free export and viewing of rendered data.
Mobile: CXO mobile applications bring web application functionality to iPad, iPhone, and Android devices, and reports need no adjustments to run on mobile.
Installation: CXO documentation provides installation instructions for CXO software and server, including version 6.1 and later.
Security certification: The maker's product certification table lists CXO as ISO 27001 certified and shows no SOC 1 or SOC 2 certification for CXO.
Support: CXO support is listed as available weekdays during 8:00–17:00 EDT/EST in the Americas and 8:00–17:00 GMT/BST in EMEA.
Support resources: CXO documentation directs customers to email [email protected] to have requests logged and assigned to support staff.
Pricing: The product page directs prospective customers to request pricing; it does not display a price.
Test drive: The maker offers a free test drive that provides access to a live version of CXO, with no duration stated on the page.
Report creation: Finance teams can create and manage dynamic reports independently using flexible templates and out-of-the-box features.

Where it ranks on The Geeks Club

Best Management Reporting Software in 2026#2 of 30

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Sources

insightsoftware.com/cxo/· checked 3 Oct 2026
docs.cxo.insightsoftware.com/hc/en-us/articles/30547471895949-CXO-Mo· checked 3 Oct 2026
docs.cxo.insightsoftware.com/hc/en-us/sections/30546706512397-Instal· checked 3 Oct 2026
legal.insightsoftware.com/contracts/ISO%26SOC-certifications.pdf· checked 3 Oct 2026
insightsoftware.com/support/product-support/· checked 3 Oct 2026
docs.cxo.insightsoftware.com/hc/en-us/articles/17072997243149-CXO-So· checked 3 Oct 2026
insightsoftware.com/resources/free-cxo-test-drive/· checked 3 Oct 2026
docs.cxo.insightsoftware.com/hc/en-us/articles/30547448838157-CXO-Su· checked 4 Oct 2026
docs.cxo.insightsoftware.com/hc/en-us/articles/30547467155853-Export· checked 4 Oct 2026
insightsoftware.com/trust/· checked 4 Oct 2026
insightsoftware.com/ai-disclosure/· checked 4 Oct 2026