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

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Octavia Woodfield Group Finance Manager

I would not have known I could take Spreadsheet Server where I can take it without that training. And even for people that already have the software in place, they might think, ‘that's all it can do,’ until you get to do that training and you say, ‘oh wow, it opens up this world of what else you can do.

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Jordan Katz President, Industrial Products

The way Spreadsheet Server pulls and formats data from different sources and modules during drill-down is a major time saver and very impressive. It fulfills that need to be able to not only automatically generate our financial statements in real-time, but to be able to drill down and pull out all the data.

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Kris Morton CIO

All the math Accounting would usually do is automatically done for them without ever having to leave Excel. Live data can be refreshed if they want to see what’s happening today.

Fast, Flexible Financial Reporting in Excel

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Connects to 140+ ERPs and EPMs

Provides refreshable data and works Oracle, Netsuite, Yardi, JD Edwards, Sage, MRI, Epicor, Infor, Viewpoint, Deltek, and over 130 more.

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Drill-Down into the Details

Includes access to journals, payables, receivables, et al., all from Excel. Avoid clicking around the ERP to save time.

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Easy Report Creation

Team members can easily create their own custom reports Without relying on IT.

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Consolidate Data from Multiple Databases or Systems

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

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Simple Query Design for Operational Data

This user-friendly tool allows you to design, maintain and run queries

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Automated Report Distribution

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.

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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.

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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
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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

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"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

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