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Spreadsheet Server

Connect Your ERP to Excel for Real-Time Financial Reporting

  • Save Time Up 90% – Avoid manual processes and connect your financial reports to 140+ ERPs in Excel for faster month-ends and drill-downs.
  • Self-Service Reporting – Empower Users to break down data silos and create custom reports for faster Data Analysis Across Multiple ERPs.
  • No IT Reliance – Automate the export, implementation, and formatting of data for routine reports and eliminate the need for IT support.
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See for yourself why over 500K+ users are using insightsoftware to draw instant data insights, react swiftly to market changes, and outpace their competition

“In any type of reporting, you always need to QA. I don’t take it for granted that we have greater output, and more accurate end…

Nick Schneider Chief Financial Officer

The simplicity of setting up the template makes it a very user-friendly tool. I like that I can quickly change a few parameters and pull…

Darla Cruz Accounting Manager

With Spreadsheet Server, we’re accomplishing things we’ve never done before.

Mike Lashmar Finance & Commercial Director

Data Sources

  • Sage
  • Yardi
  • Viewpoint
  • Visma
  • Deltek
  • Netsuite
  • Aptean
  • Epicor
  • Infor
  • IQMS
  • MRI Software
  • Lawson
  • Oracle ERP
  • PeopleSoft
  • SAP Business One
  • Workday

Boost Efficiency by Leveraging Excel: Finance's Favorite Tool

AI-Powered Financial Intelligence

Transform your Office of the CFO with Lineos AI intelligent automation that streamlines workflows, surfaces hidden trends, and delivers context-aware recommendations. Get instant answers with Doc Assist and real-time analysis with Data Assist, empowering smarter decisions.

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Intuitive Microsoft Excel Add-In

Gain access to live data directly within Excel, transforming your financial reporting into a real-time process. This capability significantly shortens month-end closing periods and accelerates data refresh rates. The integration also empowers you to conduct ad hoc inquiries and detailed drill-downs with ease.

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Deep Level Drill-Downs

Spreadsheet Server helps you drill down into the details and includes access to journals, payables, receivables, and more – all from Excel. Avoid exporting data and manually making reports when you can drill down easily to sub-ledger detail.

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Save Time and Accelerate Decision-Making

90 %
Generate reports in record time
5 Minutes
Financial at your fingertips
135 Hours
Per month saved
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Cut Down on Data Preparation Time

Spreadsheet Server delivers a range of ready-to-use, finance-specific reports tailored for diverse industries and functional areas, streamlining data access and decision-making.

  • Balance Sheets
  • Profit and Loss Statement
  • Cash Flow Statement
  • Accounts Payable KPIs
  • Sales Reporting
  • Project Management Reporting
  • Accounts Payable and Receivable
  • Income Statements
  • Dashboard Visualizations

Fast-Track Financial Reporting to Drive Profitability

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