Deputy vs Insightly

Deputy vs Insightly: Side-by-Side Feature & Pricing Comparison

Our Harvard-educated consultants have implemented both Deputy and Insightly for Australian businesses. Here is what 12+ of experience has taught us about choosing between them.

12
Features compared
50+
Clients advised
98%
Client retention
12+
Years experience

Feature Comparison

Side-by-side feature ratings for Deputy and Insightly.

Invoicing

Deputy

Insightly

Insightly significantly outperforms Deputy on invoicing, making it the stronger choice for businesses that prioritise this area.

Expense tracking

Deputy

Insightly

For Hospitality & Tourism that rely on strong expense tracking, Deputy is the more capable option in our assessment.

Bank reconciliation

Deputy

Insightly

For Hospitality & Tourism that rely on strong bank reconciliation, Insightly is the more capable option in our assessment.

Payroll

Deputy

Insightly

When it comes to payroll, Deputy pulls clearly ahead of Insightly — a factor worth weighing if this capability is important to your team.

Tax reporting and BAS

Deputy

Insightly

Both Deputy and Insightly offer comparable tax reporting and bas capabilities.

Multi-currency support

Deputy

Insightly

Both Deputy and Insightly offer comparable multi-currency support capabilities.

Contact management

Deputy

Insightly

When it comes to contact management, Deputy pulls clearly ahead of Insightly — a factor worth weighing if this capability is important to your team.

Pipeline management

Deputy

Insightly

For Hospitality & Tourism that rely on strong pipeline management, Deputy is the more capable option in our assessment.

Email automation

Deputy

Insightly

When it comes to email automation, Deputy pulls clearly ahead of Insightly — a factor worth weighing if this capability is important to your team.

Reporting and analytics

Deputy

Insightly

For Hospitality & Tourism that rely on strong reporting and analytics, Insightly is the more capable option in our assessment.

Integration ecosystem

Deputy

Insightly

Deputy has a notable advantage in integration ecosystem.

Mobile app

Deputy

Insightly

When it comes to mobile app, Deputy pulls clearly ahead of Insightly — a factor worth weighing if this capability is important to your team.

Pricing Comparison

General pricing information for each platform.

Deputy

From ~$6/user/month

Pricing is indicative only and subject to change. We recommend contacting the vendor for a tailored quote based on your Australian business needs.

Insightly

Free tier available; paid from ~$29/user/month

These figures are estimates based on publicly available pricing. Actual costs depend on your usage, team size, and any negotiated rates.

Pros & Cons

An honest look at the strengths and limitations of each platform.

Deputy

Pros

  • Regular platform updates and improvements
  • Extensive integration ecosystem with 30+ connectors
  • Australian tax compliance built in
  • Streamlines BAS and financial reporting
  • Solid feature set for its price point

Cons

  • Add-on costs for advanced features
  • Bank feed reliability varies by institution
  • May not suit every workflow without customisation
  • Support response times vary by plan tier

Insightly

Pros

  • Cloud-based with reliable uptime
  • Well-documented REST API for custom integrations
  • Active user community and resources
  • Well-established platform with strong market presence
  • Centralised customer data for better sales outcomes

Cons

  • Complex data model may require expert configuration
  • Can require significant setup and customisation
  • May not suit every workflow without customisation
  • Data migration from other CRMs can be tricky

Best For

Which tool suits which use case.

Choose Deputy if you need

  • Teams needing extensive third-party integrations
  • Real-time data sync across platforms
  • Financial reporting
  • Hospitality & Tourism businesses
  • Moderate data needs (employees, shifts)

Choose Insightly if you need

  • Teams needing extensive third-party integrations
  • Professional Services businesses
  • Managing customer relationships
  • Complex data models (contacts, organisations, opportunities and more)
  • Manufacturing organisations

Expert Verdict

Our Harvard-educated consultants' take on this comparison.

Clever Ops Recommendation

Comparing Deputy and Insightly is a bit like comparing apples and oranges — they solve different problems. Deputy handles your accounting & finance needs, while Insightly covers crm & sales. The value of this comparison lies in understanding how they work together. Clever Ops specialises in connecting these kinds of complementary tools for mid-market Australian businesses.

Migration Notes

What to know about switching between Deputy and Insightly.

Migrating Between Deputy and Insightly

Clever Ops takes a low-risk approach to migrating between Deputy and Insightly. We run both systems in parallel during the transition, transferring tasks in stages and verifying data at each step. Your team continues working in the existing system until the new one is fully validated. The process typically takes 4-8 weeks, followed by 3 months of hands-on support.

Deputy vs Insightly FAQ

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