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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.

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Capterra 4.5 star rating
4.5
 
  • Carrier
  • Edwards
  • Starbucks
  • Rockwell Automation

Features That Transform How You Report

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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

140+

ERP connections

90%

Less time building reports

75%

Faster month-end close

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Webinar

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.

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Reporting Intelligence

The Next Evolution of ERP Reporting — Now With AI

Companies running on NetSuite, Oracle Cloud ERP, Infor FSM, or Infor M3 can experience the next evolution of Spreadsheet Server. Reporting Intelligence adds live KPI monitoring, threshold-based alerts, and AI-generated insights — so your team spends less time building reports and more time acting on them.

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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.

Built for Every Role on Your Finance Team

Financial Controller

Faster Close

Stop spending hours on manual work. Build reports once, refresh with one click each period. Click into details to fix problems fast.

FP&A Manager

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.

CFO

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.

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Watch Your First Report Built In Under 5 Minutes

 
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Capterra 4.5 star rating
4.5

Frequently Asked Questions

Do I Need To Know Databases Or Coding?

No. Spreadsheet Server understands your financial data structure already. You only need to use regular Excel formulas you’re already familiar with.

How Long Does It Take To Get Started?

Most customers are building reports within days. Easy implementation with no massive IT project.

Can I Pull Data From Multiple Systems Into One Report?

Yes. Connect to 140+ data sources and combine data in a single Excel report without extra steps.

What Is Spreadsheet Server?

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.

How is Spreadsheet Server Different From Other ERPs?

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.
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