CXO Software

CXO is software for turning EPM reporting into dynamic insights for C-level leaders. Finance 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 report commentary, and track it with an audit trail. CXO connects to more than 140 ERPs and EPMs, including systems 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 also be exported to Excel, but other objects such as bridges and charts are excluded from Excel exports. Mobile applications support iPad, iPhone, and Android, and the reporting suite can also open in mobile or tablet browsers. The maker offers a free test drive with access to a live version, with no duration stated. Pricing is available on request. CXO is listed as ISO 27001 certified; the maker's certification table shows no SOC 1 or SOC 2 certification for CXO.

CXO brings report creation, analysis, and commentary tools to EPM reporting workflows, with mobile access and several export formats. Pricing requires a request, and Excel exports are limited to table objects in specified templates.

CXO suits finance teams creating EPM reports for C-level leaders who need commentary, audit trails, and report exports. Its mobile apps and browser access may suit users reviewing reports on mobile devices.

Overview

CXO is a reporting and analysis product for finance teams building management reports from EPM data. It is best suited to organizations that need structured commentary and review controls alongside recurring reports. Its appeal is finance-focused reporting across connected systems; the Excel export restriction is a meaningful drawback for spreadsheet-centered teams.

Key features

Report building and analysis

Finance teams can create and manage dynamic reports with flexible templates and built-in features, including KPI dashboards, variance analysis and management pack templates. The ability to build reports independently is useful when reporting needs change often and teams want less reliance on IT for routine updates. Built-in analysis is designed around financial structures and terminology, while direct MDX queries are supported for systems including Essbase, SSAS, SAP BPC, SAP BW, Tagetik and TM1.

Commentary and integrations

Users can add commentary and chat, then consolidate, lock and track report commentary with an audit trail. That gives review workflows clearer accountability than informal discussion alone. CXO 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, but Excel export covers only table objects in specified templates—not charts or bridges. That limitation matters for teams that expect a complete report to transfer cleanly into spreadsheets. Mobile apps bring web application functionality to iPad, iPhone and Android devices, and reports need no mobile-specific adjustment; the suite can also be opened in a mobile or tablet browser.

Security and support

CXO is ISO 27001 certified; its certification table shows no SOC 1 or SOC 2 certification for CXO. Separately, insightsoftware says its cloud solutions encrypt data in transit and at rest using TLS ciphers and AES-256, and that its cloud security program aligns with frameworks including ISO 27001 and SSAE-18 SOC 2 and undergoes annual SOC 2 Type 2 audits. Support is available weekdays from 8:00–17:00 EDT/EST in the Americas and 8:00–17:00 GMT/BST in EMEA, with requests logged by email.

Pricing

CXO is paid software with custom pricing; prospective customers must request a quote. There is no free plan. A free test drive provides access to a live version, though no duration is stated. That offers a way to assess the product before a purchase discussion, but not a published trial term or self-serve price for budgeting.

Platforms

CXO supports Android, iOS, web, Windows and self-hosted deployments. Mobile apps cover iPad, iPhone and Android, while the reporting suite also runs in a mobile or tablet browser. Installation guidance covers the software and server, including version 6.1 and later, making self-hosting a viable route for organizations that manage their own deployment.

Who it's for

CXO fits finance teams that produce recurring EPM-based management reports, need financial analysis and want commentary locked and traceable through review. Its broad ERP and EPM connectivity helps organizations reporting across multiple systems. It is a weaker fit when teams depend on exporting complete charts and bridges to Excel, or need a published price and trial duration before evaluating software.

Pros and cons

Pros

• Finance-oriented reporting tools: flexible templates, KPI dashboards, variance analysis and management packs support recurring reporting without routine IT involvement.
• Controlled report commentary: locking and audit trails help preserve review accountability.
• Broad system reach: connections to 140+ ERPs and EPMs, plus direct MDX querying for selected systems, suit data spread across platforms.
• Mobile continuity: reports run on mobile without adjustments, with apps and browser access.

Cons

• Restricted Excel output: only table objects in specified templates export, leaving charts and bridges out.
• No free plan or published price: buyers must request pricing, and the free test drive has no stated duration.
• Weekday-only support hours: the stated support windows may not suit teams needing coverage outside business hours.

Alternatives

Management Reporting Software is a useful place to compare more products in this category. Choose OneStream if you want another paid platform with Android, iOS, web, Windows and self-hosted options. Consider Workday Adaptive Planning if a 30-day free trial and MacOS support are priorities. Cube is another paid option with API and web platforms. Finnivo is a paid alternative for API and web access. Choose Syft Analytics if a free plan and web access are more important than CXO's EPM reporting focus. Taxilla FP&A offers paid Essentials, Growth and Enterprise plans with stated entity tiers. Board is a paid, self-hosted alternative with customized quotes across its Finance, Supply chain and Retail plans. Calxa offers web access and a free trial, with monthly pricing shown for some plans.

Verdict

CXO is a strong fit for finance teams that need flexible EPM reporting, analysis and accountable commentary across connected systems. Its main reason to choose it is the combination of finance-aware reporting tools and controlled review workflows. Look elsewhere if complete Excel exports are essential or if you need transparent pricing before engaging a vendor.