Spreadsheet Server by insightsoftware Features

Uses collected data to assist organizations in understanding what they can afford now, and in years to come.

Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.

Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

Create budgets based on historical data and future projections

Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Allows users to customize their own reports according to business needs.

Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Receive data and information in real time

Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.

Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.

Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.

Displays and shares company performance data to increase transparency across the board.

Manage the process of evaluating documents or requests submitted for approval

Import trial balance, monthly P&L, balance sheets, and other types of financial data

Define budget structure elements and how they are linked hierarchically

Keeps track of all versions of a budget and allows users to compare versions

Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues

Test the potential financial impact of business decisions on revenues and expenses

Users can customize standard budget periods (3, 9, or 12 months)

Receive data and information in real time

Consolidate multiple budgets from different departments or business entities

Users with administrative access rights can modify budgets

Workflows are used to define the steps required to alter budgets and who needs to approve changes

Forecasting is based on past transactions and historical financial or operational data

Ability to recreate forecasts to include new information that may impact budgets

Support multiple types of forecasts such as balance sheet and cash flow forecasts

Used to review and update budgeting assumptions for a predefined period (usually one year)

Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns

Use AI to generate content in the form of text, images, videos, etc.

Project out as the year progresses to accommodate trends that affect key business drivers.

compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Data from multiple systems can be centralized into a single repository

Financial data can be validated to avoid duplicates and errors

Administrators can define and manage the reporting structure and access rights to each report

Templates that can be used to create new reports without starting from scratch

Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date

Include most common financial KPIs such as gross and net profit margin, or working capital

Standard financial reports are provided out of the box

Ability to analyze financial statements such as income statement and balance sheet

Users can drill down to the detail level of each transaction or financial entry

Dashboards can be customized to display different types of data from various sources

Users can modify standard financial KPIs and metrics

Allow users to edit reports and to combine multiple reports

A dedicated portal for external users with limited access to the system

Monitors the financial performance of multiple entities

Provides a cloud based version of the platform

Automates some or all operation related tasks

Provides users with a pre-built library of useable content

Contains tools to visalize data sets or workflows

Provides a robust external interface for integrating data, logic and workflows with other software applications.

Provides pre-built or customizable performance reports

Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Reports on departmental KPI metrics measured against targets.

Consolidates planning processes across an organization into a single solution.

Allow users to create their own reports and financial statements

Anticipates needs and offers suggestions without prompting

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Makes informed choices based on available data and objectives

Predict future data based on historical data sets

Manage and support multiple languages

Use AI to generate content in the form of text, images, videos, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Plan and coordinate all the resources, costs and time needed to execute assignments

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Analyze and gain insights into data in real-time

A record of all activities within the system, including user access, changes made, etc.

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Manage and handle financial assets as well as other investments.

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Import and export data to and from software applications

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Access software remotely via mobile devices

Monitor or audit historical and current transactions to analyze customer account activities

Application programming interface that allows for integration with other systems/databases

Measure time to completion or hours worked for projects

Estimate or forecast of a future scenario based on the study of present trends

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Centralized accounting record which tracks all financial transactions

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Active monitoring of systems, applications, or networks

Configure existing workflows to meet your organization's needs

Creation and customization of dashboards

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Electronically collect payments for goods or services

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage adherence to policies for any service, product, process, or supplier

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Create, design and manage workflows for repetitive tasks

Manage and handle various international currencies

Interact with data visualization elements, such as charts and graphs, to drill down into data

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Alter the layout and content of reports

Compare and match accounting/financial records with corresponding bank statements

Creation, processing, verification, and execution of invoices till the payment is made

Manage the accounting and financial aspects of multiple locations or companies in a single location

Used by retail investors and active traders/day traders

Monitor and record expenses such as purchases or charges incurred

Create, send, and track purchase orders and their statuses

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

View and track pertinent metrics to find patterns and gain insights from data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

Upload, track, and submit receipts in a central database

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Graphical representation of data

Create, send, and track purchase orders and their statuses

Plan, pay and track business related expenses.

Generate one-off reports that meet information requirements

Manage the accounting and financial aspects of multiple locations or companies in a single location

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Create, design and manage workflows for repetitive tasks

Define levels of authorization for access to specific files or systems

Alter the layout and content of reports

Form predictions based on past and present data/trends

Creation and customization of dashboards

Allow users to create their own reports and financial statements

Manage and handle various international currencies

Plan, manage, and track the financial activities of an individual or organization

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Manage assets throughout their lifecycle to optimize profit

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, manage, and send invoices or bills to customers

Active reporting of data and metrics

View and track pertinent metrics to find patterns and gain insights from data

Upload, track, and submit receipts in a central database

Develop potential scenarios to identify risks and opportunities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Provides a channel for team members to share media files, communicate, and work together

Track revisions and updates made to files and navigate between different versions

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Centralized accounting record which tracks all financial transactions

Set up connections to third-party platforms to improve business processes

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Assemble applications and processes by dragging over and arranging pre-built components

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Application programming interface that allows for integration with other systems/databases

A financial statement that lists a company's accounts and details the account type and balance

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Route documents and other data through one or more stakeholders for review and approval

Import and export data to and from software applications

Discover patch statuses and vulnerabilities

Provides a channel for team members to share media files, communicate, and work together

Receive data and information in real time

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Monitor product stock levels

Estimate expected cost based on various factors before a project begins

Scan barcodes to ensure accurate pricing and label tracking

Track parts inventory levels and manage re-stocking

Identify and track items using barcode tags or RFID (radio-frequency identification) tags

Creating, assign, and track jobs and/or tasks for work orders

Ensure that quality requirements and standards are met across production processes

Form predictions based on past and present data/trends

Use AI to generate content in the form of text, images, videos, etc.

Manage the end-to-end production process for manufacturing operations

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

An organized inventory of all data assets

Addition of necessary external data, applications, tools, or features

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Create, manage, and share one level of an assembly with the entire product team

Store, manage, and track all electronic documents in a centralized location

Also known as indented BOM, a hierarchical representation of components, assemblies, and subassemblies needed to manufacture a product

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track and monitor efficient handling of all changes/transitions

Calculate rule-based prices for a product/service

The process of identifying, quantifying, and prioritizing the vulnerabilities in a system.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Capture, organize and track product-specific data and information in a centralized location

Track and manage adherence to policies for any service, product, process, or supplier

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Collect, organize, and track inventory/product data including item numbers, descriptions, etc.

Create, send, and track purchase orders and their statuses

Customize data fields to support various needs and use cases

Manage and handle various international currencies

Enables creation, management, and tracking of product requirements & features during product production/development

Create bills of materials

Manage and support multiple locations

Information to prevent, understand and identify cyber threats

Active reporting of data and metrics

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Analyze and gain insights into data in real-time

Manage and track orders being shipped to customers

Manage the planning and execution of supply chain activities

Create, design and manage workflows for repetitive tasks

Material list of manufacturing parts and associated costs

Integrate with a third-party accounting system

Generate quotes or estimates for customers

Manage and track customer orders for goods, investments, or any other purchases

Automatically create schedules based on business needs or employee availability and qualifications

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Track and manage inventory levels to maintain proper supply

Identify and assess hazards to ensure the well-being of employees, assets, and the environment

View and track pertinent metrics to find patterns and gain insights from data

Calculate total itemized costs, including initial costs and any changes

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

An order generated by a seller to a customer, containing details about products or services

Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.

Plan and schedule the use of production resources

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Plan, manage, and track the financial activities of an individual or organization

Manage all supplier data and operations

Manage, maintain and track the performance of assets and equipment

Track the production of materials and items over certain periods or seasons

Track the status over time for a request, process, asset, or transaction

Manage and track operations and inventory within warehouses

Track and document the history, application, or location of an item or activity

Observe and track the demand, usage, progress or quality of a system, product, or user

Create, manage, and send invoices or bills to customers

Maintain and control the stock level of inventory

Plan and coordinate all the resources, costs and time needed to execute assignments

Active monitoring of systems, applications, or networks

Investigate and take action at root cause or error in processes to prevent recurring issues

Graphical representation of data

Apply statistical/mathematical models to sets of data

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Manage and track all job information and associated tasks

Create labels for products that contain required information such as colors, sizes, dates, etc.

Statistical methods to assist with and maintain quality control of processes

Notifications that are delivered to users as soon as an event occurs

Intended to be used by manufacturers

Ability to handle large datasets

Collating information from different sources in order to create a more valuable and helpful data set.

Alter the layout and content of reports

The process of entering information or updating records in a computer system or database

Plan availability and assign specific time slots for tasks and resources

Import, collect, and capture data from multiple sources

Securely stores data to prevent data loss or breaches

Review data from past periods to reveal recurring tendencies and predict future performance

Process of tracking logged defects (errors) in a product or service to create new versions to fix the error

Set up connections to third-party platforms to improve business processes

Interact with data visualization elements, such as charts and graphs, to drill down into data