See for yourself why 500K+ are using insightsoftware to draw instant data insights, react swiftly to market changes, and outpace their competition
Seamless Integration with Your Epicor ERP
Equity Management
Certent Equity Management offers a simplified web platform for public and private companies with calculations and reporting for SEC, FASB, and IFRS.
Tax Reporting
Longview Tax enables more frequent reporting, better tax forecasting, and faster responses to ad-hoc queries improving visibility and governance.
Operational Transfer Pricing
Longview Transfer Pricing connects your enterprise strategy and tax policy with transfer pricing execution, enabling modernization with lower risk.
Excel-based Reporting for Viewpoint, Yardi, Sage & More
Spreadsheet Server is easy to install and delivers fast time to value. It automates custom reports with drill-down to transactional data.
Enhance Reporting, Empower Teams, Accelerate Insights
Streamline Financial Reporting Efforts
Your Epicor ERP combined with insightsoftware’s Spreadsheet Server simplifies financial reporting, enabling quick access to live data without cumbersome manual processes. This efficiency frees up resources for more strategic tasks and insights.
Empower Teams with Self-Service Insights
Non-technical users can generate their own reports without relying on IT with Epicor + Spreadsheet Server. This self-service capability enhances data accessibility, empowering teams to make informed decisions quickly and effectively
Accelerate Data Analysis and Decision-Making
Integrating your Epicor ERP with insightsoftware’s tools accelerates data analysis, allowing businesses to swiftly drill down into financial details. This rapid access to information supports timely decision-making and boosts overall operational efficiency.
Easily Analyze Live Epicor Data Without Needing IT
Near Real-Time Financial Reports in Excel
Utilize the Epicor ERP combined with Spreadsheet Server to create live, drillable financial reports directly in Microsoft Excel. Access near real-time data for income statements, balance sheets, and cash flow without needing IT support. Whether you want to customize your reports or leverage a library of pre-built templates, you can quickly pull insights from various modules, such as GL and Job Cost. This empowers your team to make informed financial decisions in a familiar environment, enhancing productivity and efficiency across your organization.
Get Instant DemoReduction in reporting time
Hours Saved on Reporting
Swiftly Resolve Reconciliation Issues
Quickly investigate and resolve reconciliation discrepancies using the integrated Epicor ERP and Spreadsheet Server solution. Drill down into your GL account structure to view detailed balances by segment, such as company or cost center. Easily navigate through journal entries and sub-ledger transactions, like accounts receivable and payable, to identify and rectify data integrity issues. This capability saves time and enhances accuracy, allowing your team to focus on strategic tasks rather than troubleshooting.
Get Instant DemoReduction in reporting time
Hours Saved on Reporting
Optimize Cost Management & Performance Tracking
Take control of your organization’s costs with customized accounts payable and accounts receivable aging reports integrated with Epicor ERP and Spreadsheet Server. Gain insights into cash flow and measure project performance with detailed Job Cost reports that break down costs and hours by client, project, or job manager. The ability to mix and match data from various tables, along with external systems, allows for comprehensive reporting. Empower your stakeholders to track financial health and make proactive decisions to improve profitability.
Get Instant DemoReduction in reporting time
Hours Saved on Reporting
Easy Financial Reporting for Epicor
Discover how Spreadsheet Server enhances your Epicor ERP experience with:
- Near real-time access to data in Excel
- Seamless drill-down to transaction details
- Custom database queries
- A variety of tailored reports to meet your needs
