Spreadsheet Server
Turn Hours of Manual Exports Into One-Click Report
Finance teams waste days on manual data exports every month. Build reports once in Excel, then refresh them automatically with no IT tickets and no database knowledge needed.
Report Generation Time
If you can use Excel, you can use Spreadsheet Server… now, I can generate financials in under 5 minutes, and immediately begin analysis.
90% Reduction in Report Time
Cut what was once a 30-day reporting process down to just 3 days. Team morale went through the roof since implementation.
2 Days to 2 Hours
AR Process Time
Accounts receivable that took two days now takes one to two hours. Spreadsheet Server allows us to tell business leaders what they need faster.
Features That Transform How You Report
Stay in Excel
Use the tool you already know. No new software to learn, no extra steps. Just Excel formulas that pull fresh data automatically.
Financial Data Expert
Understands how finance data actually workswith hierarchies, periods, and currencies. Use simple formulas without learning a database.
One-Click Drilldown
Click any number to see where it came from. Go from summary to details instantly without switching programs or waiting on IT.
Lineos AI Built In
Get instant product answers from our AI-powered Doc Assist. Data Assist automatically spots trends and anomalies, helping you catch issues early.
Connects to Everything
Works with 140+ ERPs. Pull data from multiple sources into one report without extra steps or waiting for IT.
Distribution Manager
Schedule reports to refresh and send automatically. Everyone gets current numbers without lifting a finger.
Works With 140+ Data Sources Right Out of the Box
Direct connections to your live data. No extra databases or IT skills required. Combine multiple sources in one report while we handle all the technical details behind the scenes.
Join 500K+ Users Who Trust Us
BI Tools Aren’t Built For Finance. We Are.
Generic BI tools can’t handle how financial data actually works. We built Spreadsheet Server specifically for finance teams, so you can create sophisticated reports using the Excel skills you already have.
Get Started With Spreadsheet Server
See how finance teams are ditching manual exports and getting time back for actual analysis. Download guides, watch demos, and learn from companies who’ve already made the switch.
Spreadsheet Server 101: How to Build a Report
AAC
Top 10 Best Practices for Financial Reporting in Excel
Built for Every Role on Your Finance Team
Faster Close
Stop spending hours on manual work. Build reports once, refresh with one click each period. Click into details to fix problems fast.
Do it Yourself
Create custom reports without waiting on IT. Combine budget and actual numbers in one view. Spend time finding insights instead of gathering data.
See Everything Now
Get accurate numbers when you need them. Click into any summary to understand what’s really happening. Rest assured that your team is working with the latest data.
Frequently Asked Questions
No. Spreadsheet Server understands your financial data structure already. You only need to use regular Excel formulas you’re already familiar with.
Most customers are building reports within days. Easy implementation with no massive IT project.
Yes. Connect to 140+ data sources and combine data in a single Excel report without extra steps.
Spreadsheet Server from insightsoftware is a powerful ERP reporting tool that connects Microsoft Excel to live ERP data. It enables finance and operations teams to generate real-time reports, automate reporting processes, and dive into transactional data all without IT dependence.
Spreadsheet Server connects directly to your ERP and lets you work in Excel. Unlike generic BI tools, it understands financial data structures so that you can build reports without learning databases or waiting for IT.
