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See for yourself why 500K+ are using insightsoftware to draw instant data insights, react swiftly to market changes, and outpace their competition

"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…

Nick Stuart Corporate Controller

"We’ve been able to create reports we never had before. Other departments needed reports in different formats, yet there was nothing that I couldn’t create…

Erin Smurkowski Assistant Controller

"Overcoming a very cumbersome report writer embedded within the ERP system has allowed us to write meaningful reports."

Gregory King Chief Financial Officer
Products

Financial Reporting for the Real Estate Industry

Seamless Integration with Your Yardi ERP

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Refreshable Financial Reporting Made Easy

Yardi ERP is a powerful tool for real estate professionals, but manual data extraction can be tedious and prone to errors. With Spreadsheet Server, you can effortlessly pull live financial data into Excel, streamlining report preparation and allowing teams to focus on strategic analysis instead.

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Empowering Non-Technical Users

Yardi ERP data structures can be complex, often requiring IT support for reporting. Spreadsheet Server empowers non-technical users to create and customize their own reports without specialized skills, enabling faster decision-making and reducing reliance on IT.

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Enhanced Insights Through Live Data Integration

Disconnected reporting can lead to outdated insights. The integration of Spreadsheet Server with Yardi ERP allows drill down into live data, providing timely and accurate information that enhances decision-making and drives better business outcomes.

Use Cases

Optimize Your Real Estate Reporting & Forecasting

Dynamic Rental Income Reporting in Excel

Leverage Yardi ERP with Spreadsheet Server to generate live rental income reports directly in Microsoft Excel. Get instant access to key metrics like occupancy rates, lease expirations, and cash flow, allowing property managers to track financial performance effortlessly. Customize reports or utilize pre-built templates to extract important insights, facilitating timely and informed decision-making. This approach enhances overall productivity, enabling real estate teams to react quickly to market changes and optimize revenue streams.

Get Instant Demo
Results
75%

Increase in Reporting Speed

90%

Reduction in Report Generation Time

300+ Hours

Saved over Previous Processes

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Streamlined Expense Management and Reconciliation

Effortlessly manage and reconcile property expenses with Yardi ERP plus Spreadsheet Server. Users can drill down into expense accounts to view detailed transactions and identify discrepancies quickly. This integrated solution simplifies navigation through invoices, payments, and budget comparisons, helping teams resolve issues faster. By automating these processes, organizations save valuable time and reduce errors, allowing financial staff to focus on strategic planning and improving overall operational efficiency in property management.

Get Instant Demo
Results
75%

Increase in Reporting Speed

90%

Reduction in Report Generation Time

300+ Hours

Saved over Previous Processes

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Enhanced Budgeting and Forecasting for Real Estate

Transform your financial processes using Yardi ERP and Spreadsheet Server. Spreadsheet Server’s intuitive Excel interface fosters collaboration among teams, ensuring alignment of financial goals with business objectives. This comprehensive approach not only improves the accuracy of financial projections but also enhances agility, allowing real estate organizations to respond quickly to market trends and make proactive financial decisions.

Get Instant Demo
Results
75%

Increase in Reporting Speed

90%

Reduction in Report Generation Time

300+ Hours

Saved over Previous Processes

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Easy Financial Reporting for Yardi

  • Near real-time access to Yardi data in Excel for up-to-date financial reports.
  • Effortless drill-down from summaries to detailed transactions for clear insights.
  • Create customized reports using pre-built templates tailored to your needs.
  • Seamless collaboration for enhanced team alignment on financial strategies.
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