Jet Reports

United States · www.jetreports.com · 23 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 23 sub-vendors.

Insights

Last updated 2026-05-06 · revision 2

23 direct vendors, 245 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Migration Readiness: 7/10

Assessed by AI based on technology stack characteristics (cloud-native vs legacy, containerization, microservices), regulatory environment, data residency requirements, financial stability, and vendor lock-in risks. The score ranges from 0-10, where higher scores indicate better readiness for technology migration.

Jet Reports exhibits a moderate to good level of migration readiness, scoring 65. Strengths include existing cloud adoption, leveraging both Microsoft Azure and Amazon Web Services (AWS) in its internal tech stack, and offering a 'Cloud SaaS Platform' for its Jet Reports Center. The tech stack incorporates modern components like REST API, Data Warehouse Automation, ETL, OLAP Cubes, and integration with Microsoft Power BI and Microsoft Fabric / OneLake, which are conducive to cloud migration. Strong security practices (SOC 2 Type 2, ISO 27001, SAST, Pen Testing) are also in place, crucial for secure migration. Additionally, vendor geographic diversity across 6 countries suggests experience managing diverse external relationships. However, several challenges and unknowns exist: core products integrate with older Microsoft Dynamics ERP systems (GP, NAV), which could complicate migration. The 'Vendor Lock-in Risk' is unknown, and a high concentration of services from a few vendors could increase migration complexity and cost. Crucially, there is no information on the 'Regulatory Environment' or 'Data Residency Requirements,' both of which can significantly impact migration strategy and cost. Lastly, the absence of financial stability data makes it difficult to assess the capacity to fund a large-scale migration project.

Compliance

5 in-scope frameworks identified; showing 3.

GDPR (source) — Compliant

insightsoftware explicitly states GDPR compliance on their trust page and has comprehensive data protection measures. As a US-based technology company serving global customers including EU clients, GDPR applies. Risk is medium due to the complexity of maintaining ongoing compliance across multiple jurisdictions and the significant penalties for non-compliance (up to 4% of global revenue). However, their documented compliance program and explicit GDPR compliance statements reduce the risk from high to medium.

Evidence: https://insightsoftware.com/trust/, https://insightsoftware.com/legal/, https://insightsoftware.com/legal/contracts/data-processing-addendum/, https://insightsoftware.com/legal/contracts/sccs/

NIS2 (source) — Assessment Required

NIS2 applies to Essential and Important Entities in the EU. While insightsoftware provides technology services that could potentially fall under 'digital service providers' or 'ICT service management', they appear to be primarily a software vendor rather than a critical infrastructure provider. The risk is low because: 1) They are US-headquartered, 2) Their services are business software tools rather than critical infrastructure, 3) No evidence of operations meeting NIS2 entity thresholds in EU. However, assessment is required to determine if any EU operations or customer relationships trigger NIS2 obligations.

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

ISO 27001 (source) — Compliant

insightsoftware explicitly states that 'Specific insightsoftware products and services meet the standards of ISO 27001' and maintains a formal Information Security Management System (ISMS). Risk is low because: 1) Documented ISO 27001 compliance for specific products/services, 2) Comprehensive ISMS framework in place, 3) Regular assessments against industry standards, 4) Strong security culture and incident response capabilities.

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

Workforce by country

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