Last Updated
Overview
Spreadsheet Server provides real-time financial reporting directly within Microsoft Excel, eliminating manual data dumps and enhancing data accuracy for finance teams. Despite users noting slow execution when dealing with certain large datasets, its ability to offer deep, granular drill-down analysis and support over 140 ERPs justifies the investment.
Overall Rating
Based on 50 users reviews
4.6
Rating Distribution
Positive
98%
Neutral
2%
Negative
0%
Starting Price
Custom
Spreadsheet Server Specifications
- Project Management
- Financial Management
- Document management
- Compliance and Risk Management
What Is Spreadsheet Server?
Spreadsheet Server software is a dynamic Enterprise Resource Planning (ERP) reporting tool built by insightsoftware that empowers finance and operations teams to automate the consolidation and delivery of mission-critical data. It transforms native Excel into a live reporting engine, allowing users to build custom financial statements without complex scripting or reliance on IT. For mid-market and enterprise firms, this platform eliminates manual copy-paste cycles by ensuring direct access to real-time transactional detail from the underlying ERP.
Spreadsheet Server Pricing
Spreadsheet Server Integrations
The software supports integration with multiple platforms, such as:
- Oracle E-Business Suite
- Microsoft Dynamics
- Oracle JD Edwards
- Lawson
- SAP
- Epicor
- Infor
Who Is Spreadsheet Server For?
Spreadsheet Server is ideal for a range of industries, including:
- Energy
- Healthcare
- Technology
- Construction
- Manufacturing
- Food and beverage
- Finance
Is Spreadsheet Server Right For You?
If your finance team is burdened by slow, manual ERP reporting processes and requires immediate, granular access to transactional data, Spreadsheet Server is the ideal solution. Its core strength lies in unifying complex ERP data directly within the familiar Excel interface, transforming the monthly close from a manual chore into an automated process. This powerful software is recognized for empowering users to maximize their ERP investment by making financial insights readily available and highly customizable.
Still not sure about Spreadsheet Server? Contact our support team at (661) 384-7070 for further guidance.
Spreadsheet Server Features
Automated Report Distribution
The distribution manager streamlines the critical process of circulating finalized financial workbooks to stakeholders and departmental managers. This function allows scheduling, refreshing, and securely sharing reports via email, print, or file archive while tracking recipient engagement.
Operational Reporting
Spreadsheet Server allows reporting access across all supported ERP modules, extending analysis beyond the general ledger to areas like payables, fixed assets, and inventory. This comprehensive access enables users to craft unified, holistic dashboards for improved operational visibility and strategic decision-making across the enterprise.
Excel Native Reporting
This feature ensures finance staff can leverage their existing proficiency and familiar tools without needing to learn complex Business Intelligence scripting. Users create, refresh, and manipulate dynamic reports directly within the native spreadsheet environment, preserving formatting and formulas.
Drill-Down Analysis
Users can instantly interrogate report balances to uncover the underlying transactional detail powering their financial statements. This granular capability allows for forensic level auditing and reconciliation directly from the Excel cell, eliminating the time-consuming process of logging into the ERP system or running separate queries.
Pros And Cons of Spreadsheet Server
Pros
Streamlines financial reporting, budgeting, and analysis
Flexible, customizable, and capable of ad-hoc queries
Saves time on data extraction and report creation
Supports GL, ERP, and multiple ledger reporting
Strong support and training resources
Direct integration with Excel offers familiar interface for users
Cons
Occasional slow updates with large datasets
Minor downtime during upgrades or system changes
Initial setup and configuration can be time-intensive
Some features require additional training to maximize
Spreadsheet Server Reviews
Total 50 reviews
4.6
All reviews are from verified customers
Rating Distribution
5
Stars62%
4
Stars36%
3
Stars2%
2
Stars0%
1
Stars0%
Share your experience
peace o.
Information Technology and Services, 500+ employees
Less than a year
“Simple entry and reporting”
Pros
Data entry and reporting feel convenient for me with this software. It helps keep financial records organized and up to date and I find the interface user-friendly so working in it is pretty easy.
Cons
Advanced data visualization can be tricky to work with at times. There are also moments when the spreadsheet format doesn't fully match regular standards.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
9
Functionality
9
Shubham V.
Information Technology and Services, 101-500 employees
Less than 6 months
“excel integration done right”
Pros
Being able to work directly with Excel is a huge plus for me since it lets me stay in a familiar environment instead of having to learn an entirely new interface.
Cons
Initial setup and configuration can take quite a bit of time and I needed technical support to get everything in place. Performance can also slow down when handling very large datasets.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
7
Functionality
10
Penny M.
Construction, 101-500 employees
Less than a year
“Perfect reporting for daily use”
Pros
Reporting features and report generation are excellent in my experience. After a one-on-one session with support where everything was explained clearly, I started using it as a day-to-day reporting tool that our company now relies on.
Cons
Only recent downside came after we implemented a new system, Unanet. Since then, data updates have sometimes taken as long as an hour. After many calls with both Unanet and IT support, it was confirmed that the problem was with the Unanet database.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
10
Frequently Asked Questions
Does Spreadsheet Server offer an API?
No, Spreadsheet Server does not offer an API.
Does Spreadsheet Server have a mobile app?
No, Spreadsheet Server does not have a mobile app.
What language does Spreadsheet Server support?
Spreadsheet Server is available in English, French, German, Spanish, Swedish, and Finnish.
What types of pricing plans does Spreadsheet Server offer?
The Spreadsheet Server price is customized according to the needs of the organization. Request a personalized Spreadsheet Server pricing quote for your business.
Who are the typical users of Spreadsheet Server?
Typical users include industries like energy, healthcare, technology, construction, manufacturing, food and beverage, and finance.
What other apps does Spreadsheet Server integrate with?
The software supports integration with multiple platforms, such as Oracle E-Business Suite, Microsoft Dynamics, Oracle JD Edwards, Lawson, SAP, Epicor, and Infor.
What level of support does Spreadsheet Server offer?
Spreadsheet Server offers support through chatbot, phone, and contact form.