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Spreadsheet Server by insightsoftware Reviews & Product Details

RK
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Spreadsheet Server by insightsoftware?

- Spreadsheet server can be connected directly to ERP system to pull real time data from the system.

- It is really easy to create financial reports using spreadsheet server

- Drill down from Accounts to Ledger is very useful functionality

- Query Designer (which is available for advance Spreadsheet Server users) is really useful to create ad-hoc queries to pull operational data and create reports Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

- One of the difficult task is to upload budget into the system.It is not a straightforward task and really time consuming from user's perspective Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

Overall I had a great experience using Spreadsheet Server. We have used Spreadsheet Server from last several years and have implemented to many of our customers.

Although it is not a advance analytics and reporting tool but this is really handy for organizations which are depended upon excel and want ERP connectivity Review collected by and hosted on G2.com.

Spreadsheet Server by insightsoftware Overview

What is Spreadsheet Server by insightsoftware?

Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Users are empowered to not only create reports in a familiar workspace, they can also drill-down substantially into live ERP details without specialist IT knowledge. Blending GL and non-GL data into a single worksheet, Spreadsheet Server's QueryExchange component provides an online repository of pre-configured queries that can be grouped together using the built-in SmartPak feature. In addition, the integrated QueryDesigner promises a user-friendly facility for non-technical users to formulate, design and maintain custom relational database queries. Both these custom queries and those selected pre-configured formulas can be combined to work seamlessly within a single spreadsheet. Spreadsheet Server also aids the sharing of reports by bringing popular workflow operations into Excel, via the Distribution Manager. Here, users can perform printing actions, copying commands and even compose emails with attachments when scheduling a more automated distribution workflow.

Spreadsheet Server by insightsoftware Details
Languages Supported
German, English, French, Italian, Portuguese, Spanish, Swedish, Chinese (Traditional)
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Product Description

Connect your ERP to Microsoft Excel in real time, avoiding manual data dumps and updates, to uncover what's truly going on in your organization. Create and refresh any financial or operational report you need with a tool that allows you to mix GL and non-GL data from multiple sources. Drill from summary level to journals, balances, and sub-ledgers to find and fix reconciliation issues quickly.


Seller Details
Year Founded
2018
HQ Location
Raleigh, North Carolina
Twitter
@insightsoftware
785 Twitter followers
LinkedIn® Page
www.linkedin.com
2,100 employees on LinkedIn®
Description

insightsoftware is a global provider of Connected Solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity.


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Recent Spreadsheet Server by insightsoftware Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"Calculations made easier!"
Easy to calculate reports and update as the data flows in.
DR
Daniel R.Mid-Market (51-1000 emp.)
5.0 out of 5
"Lightweight and flexible reporting tool"
I've been using Spreadsheet Server in two different enterprises for almost 10 years. The flexibility it provides to create financial reports tailor...
Verified User
A
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Great tool for forecasting!"
You can view a ton of useful information for forecasting using the formula builder. You can setup your worksheet to display that information exactl...
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Spreadsheet Server by insightsoftware Media

Spreadsheet Server by insightsoftware Demo - Spreadsheet Server
Real-Time Reporting that Connects to 140+ ERPs Directly in Excel
Spreadsheet Server by insightsoftware Demo - Empower business users to create refreshable reports
Real-Time Reporting that Connects to 140+ ERPs Directly in Excel
Spreadsheet Server by insightsoftware Demo - Close Your Books Faster
By connecting to your live ERP data from inside Microsoft Excel, anyone on your team has the tools to quickly create an ERP report, from financial statements to operational reports. Drill down to see the data behind the numbers and get instant answers to critical business questions.
Spreadsheet Server by insightsoftware Demo - Streamline and Control Your Budgeting Process
Perform any budgeting function from inside Excel without the inherent version control issues of the past. Budget Accelerator helps streamline budget creation, distribution, entry, and collation while ensuring timeliness, accuracy, consistency, and control.
Spreadsheet Server by insightsoftware Demo - Combine Data From Multiple Sources into One Report
Give business users all the information they need to make informed decisions. Spreadsheet Server connects to over 140 ERP systems so you can access your data securely from within Excel and create real-time financial and operational reports across all ERP modules.
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77 out of 78 Total Reviews for Spreadsheet Server by insightsoftware

4.4 out of 5
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Spreadsheet Server by insightsoftware Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Spreadsheet Server by insightsoftwareQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Verified User in Real Estate
AR
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Spreadsheet Server by insightsoftware?

You can view a ton of useful information for forecasting using the formula builder. You can setup your worksheet to display that information exactly how you want to view it. Updating and calculating is seamless and gives you the most current, updated, information based on your needs or criteria selected. You can make solid decisions backed by accurate information delivered to you in a matter of a few seconds. Integration with your ERP or ledger type is very easy to setup. Our users rely on Spreadsheet Server daily for forecasting and budgeting.

Customer support allows you to enter a ticket with ease, via email and their support agents are very knowledgeable on the product. Sagar Rawat helped me resolve an issue will license import very quickly. He knew excatly what needed to be done and was patient while walking me through correcting my mistake. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

Calculating your spreadsheets is automatic and can slow you down if you want to just open the file and see the last version of information, but this can easily be resolved by turning off automatic calculation. Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

Spreadsheet Server helps us with budgeting and forecasting. We can view this information simply by building custom reports using the built in formulas and our custom parameters. It is very easy to create a spreadsheet for financial analytics without having to use a third party developer. Review collected by and hosted on G2.com.

DR
Chief Financial Officer
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Spreadsheet Server by insightsoftware?

I've been using Spreadsheet Server in two different enterprises for almost 10 years. The flexibility it provides to create financial reports tailored to a users needs is outstanding. And since it work's within Excel, it's easy to learn and use. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

Spreadsheet Server works a little better with standard ERP accounting databases. If you use a legacy or non-standard ERP accounting database, you will need some custom SQL, which may lack some of the product's robustness. Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

The legacy accounting software provides generic reports, and developing custom reports with our IT Developers is slow and not cost-effective. Spreadsheet Server soles those problems. Review collected by and hosted on G2.com.

KB
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Spreadsheet Server by insightsoftware?

You can build reports quickly that are easy to share, but really I use it for forensic accounting in my property management company. Being able to pull data in, then drill down for more information is huge.

Being able to shift between periods/YTD reporting on the fly is helpful, and being in Excel makes it very easy to pivot and build tables or charts using the information Spreadsheet Server is pulling in.

We have multiple companies with different ERP systems, so Spreadsheet Server's ability to pull data from multiple sources has been invaluable to me. This saves me a lot of time that would have gone to drilling down into information in each ERP. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

I have plans to build more custom queries, but I wish there was a database of common custom queries I could review. I suppose this would have to be user-generated, but perhaps Insight could host a forum, or post commonly asked-for custom queries. Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

Monthly analysis of costs in a property management company has been extremely helpful. We do full reconciliations and prepare financial statements monthly, so being able to produce my financial statements in Excel with Spreadsheet Server, then drill down to lowest level of activity within the financial statements has sped up the process. I no longer have to drill down into reports in my ERP system to get answers.

This is especially useful for annual budgeting. We work with multiple ERP systems, so being able to investigate detail within Excel, instead of opening reports in each ERP, has made my work life much easier. Review collected by and hosted on G2.com.

JL
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Spreadsheet Server by insightsoftware?

By allowing you to bring financial data directly into native Excel with all the familiar functionality the accounting team was able to take full control of building our financial reporting. Implementation was simple and involved very little effort from our internal IT department. Our company has switched all of our financial reporting to utilize Spreadsheet Server and we can easily refresh reports at any time throughout close week. The ability to drill into lines to see the accounts and then further drill into the accounts to see journal detail all within Excel has made our review much more streamlined. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

With Oracle Cloud there is no direct connection to the database and requires replication to an alternate database. This means data isn't necessarily real time in our case (but it is close to real time). Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

Our previous reporting was difficult to use, slow, and required running separate reports to research variances. We did not have the ability to build and perform analysis on the fly and if our business changed it was a great effort to change or add reporting with that growth. Review collected by and hosted on G2.com.

BS
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Spreadsheet Server by insightsoftware?

Spreadsheet server helps us organize out financial results quickly and easily directly from Excel. Rather than have our MIS team create a data warehouse for us to write queries to get to the data, we can can self server all of our data. We use it every day for both regular operating account recs and for all financial reports. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

I have no complaints. For us, Spreadsheet Server hits the spot. Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

For TB and GL balances and activity, Spreadsheet server provides a flexible link to the data in real time. We are not waiting for data warehouses to build. We are only in Excel and have access to all balances and transactions. The tool helps us serve ourselves, rather than bother the MIS team. Review collected by and hosted on G2.com.

A
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Spreadsheet Server by insightsoftware?

I'm using this tool almost every week to make sure that everything is looking fine at the month end and this tool is very easy to use and is making my life easier. It is very easy tool to learn, but you need a little bit of understanding to make sure that you can use every feature there. Customer suppoert is very helpful and guys from IT is making sure that everything is 100% clear. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

Sometimes it has worse days, especially on month end where there is so much going on at once. Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

I can look at the accounts in real time which making month end and anlysis and reconciliation easier. Review collected by and hosted on G2.com.

JG
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Spreadsheet Server by insightsoftware?

Spreadsheet server was incredible and redefined the way we were able to be effiecient. We were able to spend more time actually analyzing data vs compiling reports. This has brought a smile to the faces of our employees who were spending countless hours compiling reports using Yardi and Excel. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

There was a small amount of time that we had to spend trying to figure out the backend of the tool to see if we could get it to work. Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

This is helping us with the time it takes to compile reports. We are now able to compile and analyze reports in a fraction of the time we were able to do it before. Review collected by and hosted on G2.com.

Tim H.
TH
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Spreadsheet Server by insightsoftware?

Streamline your data tasks effortlessly with Spreadsheet Server! This tool seamlessly integrates with Excel for intuitive data handling.

Spreadsheet Server's calculations run very quickly so dealing with large datasets is easy. Spreadsheet Server's real-time connectivity ensures you're always working with the latest data, empowering quick decision-making.

Whether you're in finance, data analysis, or business management, Spreadsheet Server adapts to your needs. From financial reporting to budgeting, it's your all-in-one solution. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

Change control, however there are many ways to get a handle on making changes and limiting who can change reports. Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

We use Spreadsheet Server for all of our financial reporting, budgeting, and general ledger analytics. Review collected by and hosted on G2.com.

MC
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Spreadsheet Server by insightsoftware?

I like the ability to customize the pull function and integrate it with my tax software to push live data into the tax software to calcualte annual provisions. Additionally, it's extremely easy to use as well as customize for a multitude of business needs. Customer support is outatanding for the product. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

As a Netsuite user it can be a bit tedious to implement bc Netsuite requires an extra step. Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

Spreadsheet server automates my tax provision process by allowing me to refresh accounting data which I then push into OneSoruce Tax Software to calculate quarterly and annual provisions. Review collected by and hosted on G2.com.

Verified User in Construction
UC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Spreadsheet Server by insightsoftware?

Easy to calculate reports and update as the data flows in. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

Performance for opening the excel is comparatively time consuming. Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

Compressing multiple filesin one report. Review collected by and hosted on G2.com.