Are You Buried in Error-Prone Manual Report Processes?

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You Need Quick Access to Your Numbers

Most ERP solutions were built to collect data, not to report on them. Accessing data from thousands of tables and consolidating them in a consumable way is not a simple task.

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Manual Processes are Consuming Valuable Time

Manually exporting, formatting, and preparing data is not only an inefficient use of your resources; it poses a risk to data accuracy and decision making.

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Report Creation Requires IT Skills and Support

It’s hard to deliver accurate, timely reports when you must wait for your IT department to help you create, edit, and share those reports with your team.

Spend More Time Analyzing Data and Less Time Preparing Them

Close Your Books Faster

By connecting to your live ERP data from inside Microsoft Excel, your entire team can quickly create custom reports from any ERP Module or get a jump start with pre-configured queries from your peers. Drill down to see the data behind the numbers and get instant answers to critical business questions.

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Streamline Reporting for All Your Data Sources

Bridge the gap between your company data and insightful reporting by combining your GL and non-GL data from multiple platforms in a single report. Spreadsheet Server connects to over 140 ERP systems so you can access your data securely from within Excel and create real-time financial and operational reports across all ERP modules.

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Experience Reporting Designed for Finance

With a fast, flexible, and intuitive solution purpose-built to meet your team’s needs. Spreadsheet Server is a truly self-service reporting tool that empowers users to think outside the box of standard reports and create the reports your organization needs—without relying on IT or expensive consultants.

Experience Reporting Designed For Finance

Get Up and Running Fast

With an easy install for short time to value. Spreadsheet Server automates time-consuming processes while adhering to your ERP security to speed up data integration. Experience high levels of user adoption thanks to our platform’s complete integration with Excel—finance’s tool of choice.

Get Up And Running Fast

Shrink Planning Cycles and Simplify Processes

The recent shift to remote working has created a new urgency for FP&A teams to adopt dedicated planning tools that simplify management of budget entry and approvals, while shortening cycle times. Adding Bizview, a robust, web-based planning solution, alongside Spreadsheet Server gives you these capabilities along with the ability to combine plan and live actuals in one Excel report, with integrated drill down to granular ERP data that speeds up variance analysis and offers fast answers to ad hoc questions.

Shrink Planning Cycles And Simplify Processes

Integrates with:


  • Deltek Ajera
  • Deltek CostPoint
  • Deltek Maconomy
  • Deltek VantagePoint
  • Deltek Vision
  • Deltek Vision Cloud


  • Viewpoint Spectrum
  • Viewpoint Vista

MRI Software

  • MRI Commercial Management
  • MRI Financials
  • MRI Horizon
  • MRI Horizon CRE
  • MRI Qube Horizon
  • MRI Residential Management


  • Epicor Avante
  • Epicor BisTrack
  • Epicor CMS
  • Epicor Enterprise
  • Epicor Epicor SLS
  • Epicor iScala
  • Epicor Kinetic
  • Epicor LumberTrack
  • Epicor Manage 2000
  • Epicor Prophet 21
  • Epicor Tropos


  • Sage AccPac


  • A+
  • Accounting CS
  • Accountmate
  • Acumatica
  • Alere
  • Aptean
  • Assist
  • ASW
  • Axis
  • Banner
  • Book Works
  • BPCS
  • Cayenta
  • CDK Global
  • CGI Advantage
  • Clarus
  • CMiC
  • CMS (Solarsoft)
  • Coda
  • Colleague
  • CPSI
  • DAC
  • Davisware Global Edge
  • Davisware S2K
  • Deacom
  • e5
  • eCMS
  • Eden (Tyler Tech)
  • Emphasys
  • Expandable
  • Famous Software
  • Fern
  • FireStream
  • FIS
  • Flexi
  • Foundation
  • Fourth Shift
  • Friedman
  • Full Circle
  • GEMS
  • Harris Data (AS/400)
  • HCS
  • HMS
  • In-House Developed
  • Incode
  • IQMS
  • iSuite
  • Jack Henry
  • Jenzabar
  • JobBOSS
  • Jonas Construction
  • M1
  • Macola
  • Made2Manage
  • MAM
  • MAM Autopart
  • Manman
  • McLeod
  • MIP
  • Mitchell Humphrey
  • Movex
  • MRI
  • Munis (Tyler Tech)
  • New World Systems
  • Open Systems
  • PDI
  • Penta
  • PRMS
  • ProLaw
  • QAD
  • Quantum
  • Qube Horizon
  • Retalix
  • Ross
  • SmartStream
  • SunSystems
  • Sys21
  • SyteLine
  • Traverse
  • USL Financials
  • VAI-System 2000
  • Vantage
  • Visma
  • Xperia
  • Yardi
  • Yardi-SaaS
Is Webinar Lunch+learn Heug Resource

Modernize Your Financial and Operational Reporting with Live, Drillable Data in Excel

Do away with manual, time-consuming reporting processes. No more waiting on IT, manually dumping data into spreadsheets, or back and forth between your ERP and Excel. Spreadsheet Server is the solution that can provide Excel-based access to real-time data that refreshes at the click of a button, providing drill-down to journal-level detail. View this free on-demand webinar, where you will learn how to:

  • Eliminate manual reporting
  • Connect directly to your ERP data right in Excel
  • Drill down to see the data behind any number

Work with the #1 Reporting Vendor for ERPs and EPMs

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"Every year we find new ways to use Spreadsheet Server to do our job better. Every year we learn more just from creating new reports and digging in. It's so easy!"

Jennifer Guck Accounting Manager at Arvig View Customer Story

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