Financial and Operational Reporting

Real-time, multi-source financial and operational ERP reporting system

Easy to use ERP reporting system lets you connect to real-time data from over 130 ERP systems to eliminate manual reporting processes and allow users to work in the familiar Microsoft Excel environment. Drill down to see the data behind the numbers without pulling a separate report. Mix GL and non-GL data from multiple sources to create any financial or operational report you need. Schedule automatic report refreshes and send as Excel, Word, or PDF.

Report 1

Start in Excel. Stay in Excel.

Eliminate manual data dumps with a real-time connection to your ERP reporting system from Excel that improves the speed, accuracy and reliability of your reports, helping you close the books faster. 

real time erp connectivity

Real-time ERP systems

Connect to over 130 ERP systems in real time, guaranteeing your reports and queries are always based on the latest, most accurate data.

drill to detail

Drill to detail

Drill from summary level to journals, balances, and sub-ledgers in real time from within Excel to find and fix data integrity and reconciliation issues fast.

multi source reporting

Multi-source reporting

Report from multiple ERPs or databases. Access and combine data from any module including Financials, AP, AR, Fixed Assets, CRM, Inventory, and many more.

reduce it dependancy

Reduce IT dependency

Enable everyday Excel users to use their existing skills to create ad hoc inquiries and refreshable reports without IT involvement.

automate tasks

Automate repetitive tasks

Save time by automating the distribution of reports as Excel, Word, or PDF files through email to reduce month-end effort.

short time to value

Short time-to-value

Fast, simple installation with no additional servers required. Builds on existing Excel skills for a shallow learning curve and fast ramp-up.

We simply make your work easier. Meet some of our customers:

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Our customers use Spreadsheet Server for:

Balance Sheets

Income Statements

Sales Reporting

Budget Forecasting

Operational Reporting

Project Management Reporting

Purchase Order Tracking

Business KPIs


Ready to get started with Spreadsheet Server’s financial ERP reporting system? Fill in the form and we will contact you.