CXO Software

Overview

CXO Software is a finance reporting and analysis product for organizations working with EPM data. It best suits finance teams producing recurring management packs for senior leaders and coordinating commentary across contributors. Its reporting controls and broad system connections are compelling, but Excel exports cover tables rather than charts or other report objects.

Key features

Reporting and analysis

Finance teams can build and maintain dynamic reports with flexible templates and built-in features, including KPI dashboards, variance analysis and management pack templates. This supports teams that want to manage recurring reports independently instead of routing every change through IT. Built-in analysis is designed for financial structures and terminology; some systems, including Essbase, SSAS, SAP BPC, SAP BW, Tagetik and TM1, can also be queried directly using MDX.

Commentary and connections

Users can add commentary and chat, then consolidate, lock and audit-track report commentary. Those controls make CXO a stronger fit for teams that need review discussions attached to reporting and a record of changes. It connects to more than 140 ERPs and EPMs, including Aptean, Deltek, Dynamics, Epicor, Infor, MRI, Oracle, Oracle NetSuite, Sage, SAP, Viewpoint and Yardi.

Exports and mobile

Rendered data can be viewed and exported without IT involvement. Reports export to PDF or PowerPoint, while Excel export is restricted to table objects in specified report templates; bridges, charts and other objects are excluded. That limitation matters for teams that use Excel as a complete handoff or analysis format. CXO's mobile apps support iPad, iPhone and Android, and reports need no mobile-specific adjustments; the reporting suite can also be opened in a mobile or tablet browser.

Pricing

CXO is paid software with custom pricing; prospective customers must request a quote, so the cost cannot be compared from a published price. There is no free plan. A free test drive provides access to a live CXO environment, but no duration is stated. Installation documentation covers CXO software and server installation, including version 6.1 and later.

For cloud solutions, insightsoftware says data is encrypted in transit and at rest using TLS ciphers and AES-256. The company says its cloud security program aligns with frameworks including ISO 27001 and SSAE-18 SOC 2 and completes annual SOC 2 Type 2 audits. Its certification table lists CXO as ISO 27001 certified, but not SOC 1 or SOC 2 certified, so buyers should distinguish product certification from broader cloud-program claims. CXO support is available weekdays, 8:00–17:00 EDT/EST in the Americas and 8:00–17:00 GMT/BST in EMEA; requests are logged by email.

Platforms

CXO supports Android, iOS, web, Windows and self-hosted deployments. Mobile apps extend the web application to phones and tablets, while the self-hosted option gives organizations an alternative to relying solely on cloud access.

Who it's for

CXO is suited to finance teams that need EPM-connected management reporting, financial analysis and controlled commentary in one workflow. Organizations with substantial Excel-based reporting beyond tables, or buyers requiring CXO-specific SOC 1 or SOC 2 certification, should assess those constraints before choosing it.

Pros and cons

• Pro: Flexible templates and built-in reporting features let finance teams create and manage reports independently, reducing reliance on IT for routine reporting changes.
• Pro: Commentary can be consolidated, locked and audit-tracked, supporting accountable review processes.
• Pro: More than 140 ERP and EPM connections offer breadth for organizations with varied finance systems.
• Con: Excel exports include tables only, not bridges or charts, limiting the usefulness of Excel as a full report replica.
• Con: Custom pricing and no free plan make cost comparison harder before speaking with the vendor.
• Con: CXO is listed as ISO 27001 certified, but not SOC 1 or SOC 2 certified; this may not satisfy buyers with those product-level requirements.

Alternatives

OneStream is another paid option with Android, iOS, web, Windows, API and self-hosted platforms; consider it if you want to discuss a platform through a demo rather than CXO's reporting-focused fit.

Workday Adaptive Planning has a free trial and supports web, desktop and mobile platforms; it may suit buyers seeking a trial-led evaluation of a paid planning product.

Calxa publishes monthly plans, including Premier1 at $18 a month for one organisation and unlimited users, with extra organisations at $18/mo. It is a better starting point for buyers who want a visible entry price and a small organisation allowance.

Cube offers platform access with custom roles and unlimited dimensions and users in its Bronze plan; consider it if those stated access and scale provisions are a priority.

Syft Analytics is a web-based freemium alternative for readers who want a free plan.

Vena offers web and Windows access, with Professional including a customer success manager, standard support, a customer portal and Vena Copilot; it may fit buyers prioritizing those included services.

Futrli publishes monthly pricing, including Single at $40 a month excluding VAT for 1–5 licenses; consider it if a stated license-based starting price is important.

Planful tailors subscription pricing to company size, user count and selected modules, making it another custom-priced option to compare.

Browse the management reporting software category for more options.

Verdict

CXO is a strong fit for finance teams that need EPM-aware reporting, controlled commentary and broad system connectivity. Choose it for the combination of flexible report creation and auditable review; look elsewhere if complete Excel exports or CXO-specific SOC 1 or SOC 2 certification are essential.