Spreadsheet Server

Create Live Reports 

from your ERP data inside Excel for more than 130 ERPs right in Excel

Uncover what’s truly going on in your organization with real-time, drillable reporting that connects to 130+ ERPs right in Excel

Tired of manually dumping data into Excel to create reports?

If you dread financial and operational reporting, you’re not alone. Manually exporting data from your ERP into Excel is inefficient and time-consuming, not to mention prone to errors. Chances are your ERP doesn’t talk to your other databases, which makes it hard to coordinate reporting across multiple systems. So you’re relegated to manually stitching data dumps together in Excel.  This is time-consuming and frustrating, and means critical reporting tasks are then fraught with issues such as:

  • Lengthy financial close processes
  • No single source of truth for reporting
  • Long-winded processes to integrate ERP data with other data sources


  • Time-consuming manual data exports and manipulation
  • Lack of data integrity
  • Heavy reliance on IT to produce the results you need

100% of surveyed education customers were able to automate at least 10 reports with Spreadsheet Server

84% surveyed organizations saved 50 – 100 hours or more in one year with Spreadsheet Server

74% surveyed organizations have been able to significantly streamline data extraction from their ERP and/or other relational databases with Spreadsheet Server

An Excel reporting process you’ll actually like


Spreadsheet Server puts an end to tedious, error-prone, and manual reporting processes while still letting you work in the environment you’re most comfortable: Microsoft Excel. Connect to more than 130 ERPs and work with real-time data to ensure your entire organization has a clear and accurate view of exactly what is going on in finance and operations.

Need more detail? Drill down in any Spreadsheet Server report to see the data behind the numbers and get instant answers to critical business questions. Spreadsheet Server’s ERP smarts enable you to easily and instantly create any report you need, from financial statements—including balance sheets and profit & loss—to operational reports such as manufacturing cycle times and inventory turns.

Spreadsheet Server reports can also be scheduled to send company-wide or according to department via Distribution Manager. Change formulas to values, send as a PDF, or automatically apply filters upon sending to ensure recipients only see what they need to.

  • No more data dumps
    Live access to all of your ERP data within Microsoft Excel.
  • Answer all your questions
    Full drill-down capability from summary to transaction inside Excel so you can identify and resolve issues.
  • Eliminate IT dependency
    Designed for everyday Excel users; you won’t need IT or super users to create or update.
  • Simple installation
    No server, staging area, or data warehouse required.
  • Bring all your data into focus
    Create custom queries from any relational database within Excel.
  • Support all your reporting needs
    Build a range of reports from simple ad hoc workbooks to complex dashboard views of critical business data.


Spreadsheet Server reduced trial balance, month-end close, and financial consolidations between different ERP systems by two weeks.

Keith Scott
IT Director
Diversitech Corporation

We were paying $150 an hour for consultants to create reports for us. We now can create our own with Spreadsheet Server, and have much more analytical reports than we had before.

Heather Hawley
Chief Financial Officer
Anderson Development

Our month-end close is much more efficient, which means we get to leave earlier on close night.

Sloan Clinton
Assistant Controller
Mountaire Corporation


Spreadsheet Server:
Learn how to get started today.

Get Started Now with Spreadsheet Server

and see how to create real-time, drillable reports for more than 130 ERPs right in Excel

Contact Us

At insightsoftware, we’re revolutionizing enterprise reporting and performance management. Ready to learn more about our products or services? Complete the form below to start the conversation.