fbpx Skip to content

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


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.”


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."

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."

Fast, Flexible Financial Reporting in Excel

Export Erp Data To Excel

Export ERP Data to Excel

Easily export data from your ERP into Excel with 1-click. No more manual downloads or CSVs.

Real Time Data

Real-Time Data

Data from your ERP automatically updates in Excel so you are never working with old numbers.

140 Erps And Epms Supported

140+ ERPs and EPMs Supported

Works with Oracle, Netsuite, Microsoft Dynamics, SAP, Sage, MRI, Epicor, Infor, Viewpoint, Deltek, and over 130 more.

Self Serve Custom Reports

Self-Serve Custom Reports

Team members can easily create their own custom reports with a drag-and-drop report creator. No need to bother IT.

Combine Data Sources

Combine Data Sources

Combine data from multiple platforms, including GL and non-GL data. Works with 140+ ERP systems.

Automate Data Prep Formatting

Automate Data Prep & Formatting

Automate preparation and formatting of data so it is ready to use straight away. Eliminate risks associated with manual entry and editing.


Data Sharing Solution for Faster, Easier and More Flexible Reporting

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.

Sps Overhaul Closebooksfaster

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.

Mir Achieve Elf Service Reporting

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

Ready to go beyond Financial Reporting?

Spreadsheet Server is one of insightsoftware's unified, modular applications. Select the capabilities you need across budgeting & planning, controllership, and reporting to get more done with less risk by bringing all your insightsoftware applications together in one place.

Integrates with:


  • Deltek Ajera
  • 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 100
  • Sage 100 Contractor
  • Sage AccPac
  • Sage Intacct


  • 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

Arvig Logo 1

"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!"

Arvig Logo 1 Jennifer Guck Accounting Manager at Arvig View Customer Story

Get a Tailored Estimate Now