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CXO Software
What CXO Software is
CXO Software helps finance teams turn EPM reporting into dynamic reports and insights for C-level leaders. Teams can create and manage reports with flexible templates and built-in features, then analyze data within their EPM using tools designed for financial structures and terminology. Users can add commentary and chat, consolidate and lock comments, and track them through an audit trail. CXO connects to more than 140 ERPs and EPMs, including products from Aptean, Deltek, Dynamics, Epicor, Infor, Oracle, Sage, SAP and Yardi. Some supported systems can be queried directly with MDX. Reports can be exported to PDF or PowerPoint; tables in specified templates can be exported to Excel, but Excel exports omit other objects such as charts and bridges. CXO has mobile apps for iPad, iPhone and Android, and its reporting suite also opens in mobile and tablet browsers. The maker offers a free test drive with access to a live version. Pricing is available on request.
Who it suits
CXO suits finance teams preparing management reports and C-level insights from EPM data. Its mobile apps and browser access may help teams reviewing reports on tablets or phones.
What it does well
- Flexible templates support independent report creation.
- Commentary can be consolidated, locked and audited.
- Connects to 140+ ERPs and EPMs.
- Reports export to PDF and PowerPoint.
- Free test drive provides access to a live version.
What to know first
- No free plan is listed.
- Pricing is available only on request.
- Excel exports omit charts and bridges.
- No SOC 1 or SOC 2 certification is listed for CXO.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| CXO | Get Pricing · Pricing not listed on the product page | On request |
As insightsoftware.com lists them, read 4 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the CXO product website.
- Request pricing from the maker.
- Use the free test drive to access a live version of CXO.
- Follow the CXO documentation for software and server installation if installing it.
Verdict
CXO combines report creation, EPM analysis and auditable commentary for finance teams. Pricing is by request, and Excel exports are limited to table objects in specified templates.
Questions
What does CXO cost?
Pricing is available by request; the product page directs prospective customers to request pricing.
Does CXO have a free plan or trial?
There is no free plan. The maker offers a free test drive with access to a live version, with no duration stated.
Which platforms does CXO support?
Listed platforms are Android, iOS, self-hosted, web, and Windows. Mobile applications support iPad, iPhone, and Android devices.
Which systems can CXO connect to?
The product page says it connects to more than 140 ERPs and EPMs, including Aptean, Deltek, Dynamics, Epicor, Infor, MRI, Oracle, Oracle NetSuite, Sage, SAP, Viewpoint, and Yardi.
Can CXO export reports to Excel?
Tables in specified report templates can be exported to Excel. Excel exports do not include other objects such as bridges and charts.
Who makes CXO?
CXO is offered by insightsoftware, whose global headquarters are in Raleigh, North Carolina, United States.
Facts from CXO Software's own pages
- Analysis
- Users can analyze data directly within their EPM using built-in tools designed to understand financial structures and terminology. · insightsoftware.com, 3 Oct 2026
- Commentary
- Users can add commentary and live chat, consolidate and lock report commentaries, and track them with an audit trail. · insightsoftware.com, 4 Oct 2026
- Compliance
- insightsoftware says its cloud security program is aligned with frameworks including ISO 27001 and SSAE-18 SOC 2, and that it completes annual SOC 2 Type 2 audits. · insightsoftware.com, 4 Oct 2026
- Direct connections
- Some supported systems, including Essbase, SSAS, SAP BPC, SAP BW, Tagetik, and TM1, can be queried directly with MDX. · docs.cxo.insightsoftware.com, 4 Oct 2026
- Export limitation
- Excel exports include table objects but do not export other objects such as bridges and charts. · docs.cxo.insightsoftware.com, 4 Oct 2026
- Exports
- CXO offers IT-free export and viewing of rendered data. · insightsoftware.com, 3 Oct 2026
- Headquarters
- Raleigh, North Carolina, United States · insightsoftware.com, 28 Sept 2026
- Installation
- CXO documentation provides installation instructions for CXO software and server, including version 6.1 and later. · docs.cxo.insightsoftware.com, 3 Oct 2026
- Integrations
- CXO has native connectors for source systems including OneStream, Oracle EPM Cloud, Oracle Hyperion, SAP BPC, SAP BW, Tagetik, and TM1. · docs.cxo.insightsoftware.com, 4 Oct 2026
- Maker
- insightsoftware lists its global headquarters at 8529 Six Forks Rd., Raleigh, North Carolina, and states it was founded in 2000. · insightsoftware.com, 4 Oct 2026
- Mobile
- CXO mobile applications bring web application functionality to iPad, iPhone, and Android devices, and reports need no adjustments to run on mobile. · docs.cxo.insightsoftware.com, 3 Oct 2026
- Mobile access
- CXO mobile applications support iPad, iPhone, and Android devices, and the reporting suite can also be opened in a browser on mobile or tablet devices. · docs.cxo.insightsoftware.com, 4 Oct 2026
- Pricing
- The product page directs prospective customers to request pricing; it does not display a price. · insightsoftware.com, 3 Oct 2026
- Purpose
- CXO is presented as EPM reporting software for delivering dynamic insights to C-level leaders. · insightsoftware.com, 4 Oct 2026
- Report creation
- Finance teams can create and manage dynamic reports independently using flexible templates and out-of-the-box features. · insightsoftware.com, 4 Oct 2026
- Reporting
- The product lets finance teams create and manage dynamic reports using flexible templates and out-of-the-box features. · insightsoftware.com, 3 Oct 2026
- Reporting exports
- Reports can be exported to PDF or PowerPoint, while tables in specified report templates can be exported to Excel. · docs.cxo.insightsoftware.com, 4 Oct 2026
- Security
- insightsoftware says its cloud solutions encrypt data in transit and at rest using TLS ciphers and AES-256. · insightsoftware.com, 4 Oct 2026
- 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. · legal.insightsoftware.com, 3 Oct 2026
- Support
- CXO Software support is listed as available during weekday business hours of 8:00–17:00 in the Americas and EMEA, with product documentation and training options linked. · insightsoftware.com, 4 Oct 2026
- Support resources
- CXO documentation directs customers to email [email protected] to have requests logged and assigned to support staff. · docs.cxo.insightsoftware.com, 3 Oct 2026
- 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. · insightsoftware.com, 3 Oct 2026
Where CXO Software stands on Freedom251
- Management Reporting Software#1 of 32