Finance configures planning models itself
No IT tickets. No coding. Your team adapts plans when business changes and stays in control from first draft to final submission.
Lineos – AI-powered planning and reporting for finance
Planning and reporting at the business pace: connected, live, and without IT tickets.
Lineos Planning: business planning, budgeting, and forecasting
Lineos Planning keeps your forecasts connected. Change one number and every dependent plan updates instantly. Finance owns the model: build it the way you think, in an Excel-like interface with enterprise governance underneath. Your team stops maintaining versions and starts building scenarios.
One connected plan, not five versions of truth
Change one number once. Every connected forecast updates automatically. Team budgets, departmental forecasts, and company view stay in sync without manual work. Broken dependencies disappear.
Built like Excel, works like enterprise
Familiar interface your team already knows. Powerful version control, audit trails, and structured workflows underneath. All the flexibility you need, none of the chaos.
AI-powered forecasting and scenario planning
Anomalies surface during planning, not after approval. Forecast accuracy compounds with each cycle. Time freed from spreadsheet maintenance means time for “what if” analysis.
Lineos Reporting Intelligence: live reporting with AI straight from your ERP
Reporting Intelligence pulls straight from your live source systems, so every report reflects what’s happening in the business right now, not what was true at last close. Its AI reads your source data continuously, catching the exceptions and emerging risks that matter and flagging them while there’s still time to act. Your team stops re-checking figures and starts working from numbers they can trust on sight.
What you get with Lineos Reporting Intelligence
- Reports arrive before anyone asks: No more “can you pull that number?” No month-end scramble.
- AI flags patterns before they become problems: Exceptions surface automatically. Your team acts on insights, not fires.
- From reactive to proactive: Controllers have time to analyze variance, not time to explain where it came from.
- New team members contribute immediately: Reports are self-evident. No months learning “how we get the numbers.”
More Lineos modules: Close and Consolidation, Account Reconciliation, and Disclosure Management
Close and Consolidation: automate intercompany, currency, and compliance
Currency conversions, intercompany eliminations, and compliance run automatically. 50+ pre-built consolidation scenarios are ready the moment you go live, IFRS and multi-GAAP are built in, and every approval is logged. AI validates data in real time, so your team reviews results, not fixes errors. Finance configures rules and workflows through a point-and-click interface.
Account Reconciliation: up to 95% automation
The module works at the transaction level, not on account totals. Up to 95% of transactions match without human involvement, each with a confidence score and audit trail. Approval stays with your controllers. Zero rules to build. Zero IT tickets. Month-end reconciliation drops from days to hours.
Disclosure Management: XBRL tagging directly in Word
AI recommends XBRL tags as you draft in Word. Calculation, taxonomy, and required-element issues are flagged during drafting, before they become filing problems. Cross-reference variables keep disclosures consistent automatically, and one refresh updates linked values across Word, Excel, and PowerPoint. SEC and ESMA ESEF filings run through one consistent workflow, and every change is tracked in the audit trail.
How we support you
As a certified partner, we support you from the first consultation through to productive operation, with a deep understanding of finance processes and technical implementation expertise.
- Consulting & tool selection: We analyze your requirements and assess together with you whether Lineos, and which module, fits your strategy.
- Implementation & integration: We ensure a smooth rollout and seamless connection to your existing system and data landscape.
- Training & enablement: We get your team ready for productive use, hands-on and tailored to your processes.
- Support: We support you long term with technical support and continuous development.
Ready for smart, connected planning?
Experience Lineos live in a personal demo, tailored to your planning and your systems.
Ready to take the next step?
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FAQs about Lineos
Lineos is the new name of the insightsoftware finance platform, previously known as JustPerform. Lineos includes Planning, Reporting Intelligence, Close and Consolidation, Account Reconciliation, and Disclosure Management.
Lineos is for FP&A teams, CFOs, controllers, and business analysts. The platform is designed so business users can plan on their own, without waiting on IT.
Traditional EPM solutions are often complex to set up and heavily dependent on IT. Lineos relies on no-code configuration, an Excel-like interface, and native AI, so finance teams stay in control.
Lineos includes Planning, Reporting Intelligence, Close and Consolidation, Account Reconciliation, and Disclosure Management. We’re happy to discuss which modules make sense for you in a demo or a consultation.
Yes. Lineos offers native connectors to 200+ ERP systems, including SAP, Oracle, Microsoft Dynamics, and others, without complex interface development. Reporting Intelligence accesses your ERP live, and account reconciliation also works across banking systems.
Thanks to no-code configuration and an intuitive interface, Lineos can be implemented significantly faster than traditional EPM tools. Concrete timeframes depend on scope. We’re happy to advise you in detail.
Yes. Lineos is ISO 27001 and SOC 2 certified and supports granular permission management as well as compliance with IFRS and GAAP.