Real-Time, Drillable Reporting, BI, and Analytics Software for Epicor in Excel
Take Control of Your Reporting Process
Accelerate Common Report Creation Processes
When you’re looking to spend more time on value-added analysis, you need to find new ways to increase your productivity, replacing manual processes like exporting to spreadsheets, flipping between Excel and Epicor to validate data, and formatting reports.
Consolidate Data Across Multiple Systems
When you want to see the full picture of your business performance and need to access data from multiple systems, whether it’s other Epicor modules or separate business systems.
Empower Your Business Users with Self-Service Reports
When you need to give your business users and functional leaders accurate, up-to-date reports in a format that they can use to drill into the details and answer their follow-up questions themselves.
Fast Report Writing Without Any Technical Expertise
Empower your finance team with the ability to build, run, and share financial reports from inside Excel, their tool of choice. Access current data from Epicor without the need for complex training, SQL coding, or SSRS experience. With up-to-date data, you won’t have to worry about report inaccuracies in a static spreadsheet, and you’ll be able to easily refresh your reports for each new period. Flexible drilldowns help you accelerate your month-end close and give you more time for analysis and strategic decision making.
Instantly Merge Data from Multiple Sources
insightsoftware’s reporting and BI solutions for Epicor are designed to give you full visibility into your organization’s data, allowing you to rapidly merge data from a variety of sources, both on-premise and in the cloud, into a single data warehouse and set of dimensional cubes, or through a live, direct connection to your Epicor data.
Empower Your Business Users
Transform Excel reports into interactive web reports and dashboards, so non-finance users can also enjoy self-service access to Epicor data in a format they can readily use and understand. Enable them to filter and drill-down into the transactions and other data they need to analyze their department’s performance and to answer their own questions.
Ready to go beyond Financial Planning?
Spreadsheet Server is one of insightsoftware's unified, modular applications. By bringing together all your insightsoftware applications in one place you can address multiple business needs faster and with less risk, by picking and choosing the capabilities you need across reporting, budgeting and planning, and controllership.
Built for Epicor
- 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
View Recommended Products
Bizview
Fast, integrated, web-based budgeting, planning and forecasting designed for growing mid-sized businesses needing a scalable solution.
Certent Equity Management
Equity management software and administration services for public and private companies.
Longview Tax
Flexible, cloud-based corporate tax software that improves the tax function across companies, designed for large entities with complex needs in foreign exchange or complex organizational structures headquartered in North America, EMEA or elsewhere.
Longview Transfer Pricing
Navigating changes to supply chains and global tax regulations is a challenge. Longview Transfer Pricing boosts visibility and compliance posture.
Spreadsheet Server
Real-Time Reporting that Connects to 140+ ERPs Directly in Excel
Jet Analytics
Reliable Reporting and Analytics for All Your Microsoft Dynamics ERP Data.
How to Compare Reporting and BI Solutions
Reporting and Business Intelligence (BI) solutions begin and end with data—not just how the data are collected, but also how they are stored, organized, and accessed. With a saturated market full of solutions to choose from, you need to have a clear understanding of your data needs before you start comparing your options.
In this white paper, you will learn:
- What to look for in reporting and/or BI software
- Why a reporting and BI solution is essential for growth
- How to avoid reporting and BI solution implementation failure
To assist with your software selection process and help you find a solution that fits your current ERP system and IT infrastructure, we have also created a framework for evaluating third party solutions.
You need to have a clear understanding of your data needs before you start comparing your options.
Work with the #1 Reporting and Business Intelligence Vendor for Epicor
"It’s been a spectacular upgrade. Drill-downs in Spreadsheet Server work flawlessly alongside Epicor."
Speak to an Expert