Automated Financial Reporting for Aptean Inside Excel

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Automate Manual Reporting Processes

When you want to avoid the painstaking, repetitive process of exporting and manually manipulating static ERP data within Microsoft Excel.

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Simplify Your Most Complex Reports

When you need to report across multiple Aptean modules. For example, to calculate inventory turnover or inventory-to-sales ratio.

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Reduce the Number of Inquiries from Other Departments

When you need to empower non-finance users with access to data in a form that they can easily understand to answer their follow-up questions for themselves.

Create Real-Time, Drillable Financial and Operational Reports for Aptean Inside of Excel

Put Finance in Control of Their Reporting

Give finance teams the ability to work with real-time Aptean data directly inside Excel. Enable them to create reports within minutes, instead of days or even weeks. Build reports once, then refresh with live data as needed. Drill down to transaction level details to identify and resolve variances on the spot, easily merge data from multiple, disparate databases, and create and share mobile-ready visualizations of the data in a way that is easy for non-financial users to understand.

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Combine Data from Multiple Modules to Uncover New Insights

Report on a wide range of financial and non-financial data from Aptean’s ERP systems. Combine data from multiple modules to provide new levels of insight. For example, discrete manufacturers can automate and distribute reports on key metrics such as machine cell load, shop hours, earned paid hours, earned scheduled machine hours, second and overnight shifts scheduled machine hours, backlog reports, year-to-date actual sales, and projected sales per customer, among many others.

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See an Immediate Return

Unlike lengthy business intelligence tool installs and upgrades, insightsoftware solutions install in hours. An intuitive user interface, easy data integration, and self-help systems enable business users to get up to speed fast and answer their own questions, without waiting on IT. By leveraging the same security built into your Aptean system, you can be confident that users will only see data they are authorized to view. Seventy-four percent of insightsoftware customers agreed that their solution was up and running quickly enough to provide measurable benefits by the next reporting cycle.

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Real-time reporting that connects to 130+ ERPs directly in Excel.

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How To Compare BI

How to Compare Reporting and BI Solutions

Reporting and Business Intelligence (BI) solutions begin and end with data—not just how the data are collected, but also how they are stored, organized, and accessed. With a saturated market full of solutions to choose from, you need to have a clear understanding of your data needs before you start comparing your options.

In this white paper, you will learn:

  • What to look for in reporting and/or BI software
  • Why a reporting and BI solution is essential for growth
  • How to avoid reporting and BI solution implementation failure

To assist with your software selection process and help you find a solution that fits your current ERP system and IT infrastructure, we have also created a framework for evaluating third-party solutions.

You need to have a clear understanding of your data needs before you start comparing your options.

Work with the #1 Financial Reporting and Business Intelligence Vendor for Aptean

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"Spreadsheet Server allows me to create custom reports that are also highly interactive, making for a powerful analytical tool!"

Stephen F. Austin State University Logo Jacob Seamans Accountant at Stephen F. Austin State University View Customer Story

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