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Spreadsheet Server

Connect your ERP to Excel in Real-Time

Spreadsheet Server works as an intuitive Excel add-on providing live data from your ERP into Excel for reporting and analysis.

  • Self Serve - Create custom reports by just dragging and dropping the ERP fields you need directly in Excel. No need to call IT.
  • Automate Reporting - Automatically export and format data for routine reporting. Balance sheets, income statements, sales reports, forecasts, and more.
  • Live Data - Always have the latest consolidated numbers from your ERP in Excel. Updated in real-time.

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See for yourself why over 500K+ users are using insightsoftware

2 Days

Saved Every Week

Nick Stuart
Nick Stuart Corporate Controller

"The CFO and I can pull up the data and see where our cash is at any time. It’s really been a life saver, especially during these uncertain times."

70%

Less Time

Brian Meyers
Brian Meyers Controller

"It’s not just the huge amount of time that is saved; it’s also the sheer amount of information that's available at the click of a button."

40%

Less Time

Julie Muller
Julie Muller Finance Manager

"I'd say we need 30 to 40 percent less time to get our work done, all thanks to Jet. Fixed assets, for example, used to take half a day; now Jet does that automatically. That's amazing.”

Solutions to close your books faster

Financial Reporting & Analysis

Shrink reporting cycles with software purpose-built for finance that directly integrates with your ERP and EPM systems.

Bridge the gap between Finance and Operations with more accurate plans that prepare you for all eventualities.

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Budgeting & Planning

Shorten planning cycles and improve your team’s productivity to support a continuous planning process.

Expedite time-to-value and shorten your close cycle with actionable insights and real-time consolidation.

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Dashboards & Data Visualization

Bring all your data together in one place with fast, flexible dashboards for smart decisions in Excel and on the web.

Turn data into insights that everyone can understand for informed, consistent decision making.

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Connect to 140+ ERPs and EPMs

Features to Close Your Books Faster

Empower users to create their own refreshable reports to see the data behind the numbers and get instant answers to critical business questions.

  • Balance Sheets
  • Income Statements
  • Sales Reporting
  • Budget Forecasting
  • Customer Open Order
  • Equal Opportunity Reporting
  • Project Management Reporting
  • Purchase Orders
  • Dashboard Visualizations
  • Accounts Payable and Receivable
  • Cash Flow Statement

Spend More Time Analyzing Data and Less Time Preparing Them

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