Jet Reports Due Diligence

Run due diligence on Jet Reports: check compliance and get alerts when suppliers change.

United States · www.jetreports.com · 22 vendors

Jet Reports, now a part of insightsoftware, is an Excel-based financial reporting and analytics solution that provides real-time access to data from Microsoft Dynamics ERP systems. It enables finance teams and business users to create custom reports and dashboards directly in Excel without manual exports or IT support, streamlining financial reporting and business intelligence.

Resilience scores

Technology vendors

Services catalogue

1 service in catalogue across 1 category; runs on 22 sub-vendors.

Insights

Last updated 2026-05-06 · revision 2

22 direct vendors, 201 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Compliance

5 in-scope frameworks identified; showing 3.

NIS2 (source) — No public evidence

Evidence: https://insightsoftware.com/trust/

SOC 2 (source) — Evidence found

Evidence: https://insightsoftware.com/trust/

ISO 27001 (source) — Evidence found

Evidence: https://insightsoftware.com/trust/

Financials

Three-year financials

Financial Resilience Score: 6/10

Jet Reports is not a standalone financial reporting entity but a product brand within insightsoftware, which is privately held and majority-owned by PE sponsors Hg Capital and TA Associates. No audited public financials are available, limiting external due diligence. However, qualitative indicators suggest reasonable resilience: a sticky enterprise customer base (14,000+ customers historically), high renewal rates from ERP-embedded reporting workflows, and predictable subscription/maintenance revenue. The product holds a strong niche position as the leading Excel-native reporting tool for Microsoft Dynamics NAV/Business Central. The parent insightsoftware was named to the 2025 Inc. 5000 list of fastest-growing private companies, implying continued double-digit growth. The parent's diversified portfolio of 30+ products covering Oracle, SAP, and other ERPs reduces customer concentration risk at the group level. PE backing provides access to capital for product investment and acquisitions. Key risks include high leverage typical of PE-owned software rollups (insightsoftware has financed numerous acquisitions including Certent, Calumo, Logi Analytics, Longview, IDL, LeaseAccelerator, and Spreadsheet Server), with S&P/Moody's rating actions suggesting a highly leveraged capital structure. Platform dependency on Microsoft Dynamics creates substitution risk as customers migrate from on-premise NAV/GP to cloud-native Dynamics 365 BC, and competition from native Microsoft tools (Power BI) is intensifying.

Key strengths: Sticky enterprise customer base with high renewal rates, Strong niche position as leading Excel-native reporting for Microsoft Dynamics, 14,000+ customers historically; 500K+ users across insightsoftware portfolio, PE backing from Hg Capital and TA Associates provides capital access, Diversified parent portfolio across Oracle, SAP, and other ERPs, Named to Inc. 5000 fastest-growing list in 2025

Risk factors: Opacity from no audited public financials, High leverage typical of PE-owned software rollups, Platform dependency on Microsoft Dynamics NAV/BC, Substitution risk from cloud migration to Dynamics 365 BC, Competition from native Microsoft tools (Power BI) and other ISVs

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