# Spreadsheet Server by insightsoftware Reviews **Vendor:** insightsoftware **Category:** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) **Average Rating:** 4.4/5.0 **Total Reviews:** 81 ## About Spreadsheet Server by insightsoftware Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Users are empowered to not only create reports in a familiar workspace, they can also drill-down substantially into live ERP details without specialist IT knowledge. Blending GL and non-GL data into a single worksheet, Spreadsheet Server's QueryExchange component provides an online repository of pre-configured queries that can be grouped together using the built-in SmartPak feature. In addition, the integrated QueryDesigner promises a user-friendly facility for non-technical users to formulate, design and maintain custom relational database queries. Both these custom queries and those selected pre-configured formulas can be combined to work seamlessly within a single spreadsheet. Spreadsheet Server also aids the sharing of reports by bringing popular workflow operations into Excel, via the Distribution Manager. Here, users can perform printing actions, copying commands and even compose emails with attachments when scheduling a more automated distribution workflow. ## Spreadsheet Server by insightsoftware Pros & Cons **What users like:** - Users appreciate the **ease of use** of Spreadsheet Server, enjoying quick setup and efficient report generation. (3 reviews) - Users appreciate the **report generation feature** of Spreadsheet Server, enabling efficient and automated reporting from Excel. (3 reviews) - Users appreciate the **report creation capabilities** of Spreadsheet Server, streamlining automation and enhancing decision-making with accurate data. (3 reviews) - Users value the **reporting quality** of Spreadsheet Server, enabling quick, accurate decision-making with tailored financial insights. (3 reviews) - Users commend the **exceptional customer support** , noting quick responses and knowledgeable assistance for resolving issues efficiently. (2 reviews) - Users value the **customization options** in Spreadsheet Server, enabling tailored financial reports that enhance decision-making. (2 reviews) - Users find the **ease of learning** with Spreadsheet Server impressive, benefiting from quick implementation and familiarity with Excel. (2 reviews) - Easy Setup (2 reviews) - Users appreciate the **Excel integration** of Spreadsheet Server, enhancing efficiency and simplifying report customization and analysis. (2 reviews) - Features (2 reviews) **What users dislike:** - Users experience **slow performance** when opening Excel files, affecting their ability to quickly access information. (2 reviews) - Users face **integration issues** with non-standard ERPs, requiring custom SQL that may diminish product effectiveness. (1 reviews) - Users find **limited customization** when using legacy ERP accounting databases, affecting the product's overall effectiveness. (1 reviews) - Users report **performance issues** with Spreadsheet Server, noting delays after transitioning to the cloud-based version. (1 reviews) - Users report experiencing **project delays** after transitioning to the cloud-based Spreadsheet Server but have since adapted. (1 reviews) - Users experience **slow loading times** , making report execution and opening sheets a frustratingly prolonged process. (1 reviews) - Time Delays (1 reviews) ## Spreadsheet Server by insightsoftware Reviews ### 1. Easy-to-Automate Queries for Thorough, Department-Wide Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Brandon H. | Business Operations Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Spreadsheet Server by insightsoftware?** Makes queries both easy to automate and very thorough. We're able to create reports for various departments with all kinds of data. I use Spreadsheet Server almost every day for various reports. **What do you dislike about Spreadsheet Server by insightsoftware?** Really the only issue is there are times in our system where the add-on can create issues for Excel. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Data reporting access at a click. We're able to create and maintain reports easily, both daily, monthly, and annually. ### 2. Versatile **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2025 **What do you like best about Spreadsheet Server by insightsoftware?** The customer service is one of the best I've ever experience. We receive an answer very quickly and can get a session with support almost immediately. As we had GL Wand in the past, we were accustomed to the way Spreadsheet Server works. It is easy to use and required minimal time for implementation. We use it on a weekly basis for reconciliations and on a monthly basis for financial reporting. While we miss GL Wand, we have adjusted and are using Spreadsheet Server with more ease. **What do you dislike about Spreadsheet Server by insightsoftware?** We used to have GL Wand, a client-based service, but when we moved to cloud-based, we experienced delays. However, we adapted and have become accustomed to the delays. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** We use it on a monthly basis for financial reporting. If we did not have Spreadsheet Server, we would need to do some major manual work. We especially love the fact that it assists us in during budget season, allowing us to pull information from prior years with ease. ### 3. Effortless Report Automation, Highly Recommended **Rating:** 4.5/5.0 stars **Reviewed by:** David A. | Cyber Security Analyst (NYSC Intern) **Reviewed Date:** January 18, 2026 **What do you like best about Spreadsheet Server by insightsoftware?** I like Spreadsheet Server by insightsoftware because it helps me generate reports from Excel, solving the problem of having to do repetitive tasks through automation. I appreciate how easy it is to set up and use, and I value the report generation feature, especially the ability to select a particular time frame and use formulas. The initial setup was quite easy and not stressful. **What do you dislike about Spreadsheet Server by insightsoftware?** nothing so far **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Spreadsheet Server by insightsoftware generates reports from Excel and automates repetitive tasks, making my workflow more efficient. ### 4. very helpful reporting tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Sporting Goods | Enterprise (> 1000 emp.) **Reviewed Date:** April 01, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** spreadsheet server is an essential tool to our business, especially for the folksin our finance department. We are easily able to run customized reports with as much or little detail as needed. Support staff is friendly and knowledgeable and very quick to turnaround and respond. I have worked with Sukanya Rajani Bogisam many times and she is always prompt and knowledgable. Implementation was simple and straightforward. **What do you dislike about Spreadsheet Server by insightsoftware?** I would recommend to keep spreadsheet server up to date, as jumping multiple versions can cause many issues with the reports due to compatibility issues with excel/spreadsheet server. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Spreadsheet server allows us to run reports for many divisions, departments and product lines all at ease with one report, rather than manually extracting data from elsewhere and combining into one report. Spreadsheet server does the work for you. ### 5. Great tool for forecasting! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** January 07, 2025 **What do you like best about Spreadsheet Server by insightsoftware?** You can view a ton of useful information for forecasting using the formula builder. You can setup your worksheet to display that information exactly how you want to view it. Updating and calculating is seamless and gives you the most current, updated, information based on your needs or criteria selected. You can make solid decisions backed by accurate information delivered to you in a matter of a few seconds. Integration with your ERP or ledger type is very easy to setup. Our users rely on Spreadsheet Server daily for forecasting and budgeting. Customer support allows you to enter a ticket with ease, via email and their support agents are very knowledgeable on the product. Sagar Rawat helped me resolve an issue will license import very quickly. He knew excatly what needed to be done and was patient while walking me through correcting my mistake. **What do you dislike about Spreadsheet Server by insightsoftware?** Calculating your spreadsheets is automatic and can slow you down if you want to just open the file and see the last version of information, but this can easily be resolved by turning off automatic calculation. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Spreadsheet Server helps us with budgeting and forecasting. We can view this information simply by building custom reports using the built in formulas and our custom parameters. It is very easy to create a spreadsheet for financial analytics without having to use a third party developer. ### 6. Lightweight and flexible reporting tool **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel R. | Chief Financial Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 08, 2025 **What do you like best about Spreadsheet Server by insightsoftware?** I've been using Spreadsheet Server in two different enterprises for almost 10 years. The flexibility it provides to create financial reports tailored to a users needs is outstanding. And since it work's within Excel, it's easy to learn and use. **What do you dislike about Spreadsheet Server by insightsoftware?** Spreadsheet Server works a little better with standard ERP accounting databases. If you use a legacy or non-standard ERP accounting database, you will need some custom SQL, which may lack some of the product's robustness. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** The legacy accounting software provides generic reports, and developing custom reports with our IT Developers is slow and not cost-effective. Spreadsheet Server soles those problems. ### 7. Spreadsheet Server for Budgeting and Financial Statements **Rating:** 5.0/5.0 stars **Reviewed by:** Kate B. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** You can build reports quickly that are easy to share, but really I use it for forensic accounting in my property management company. Being able to pull data in, then drill down for more information is huge. Being able to shift between periods/YTD reporting on the fly is helpful, and being in Excel makes it very easy to pivot and build tables or charts using the information Spreadsheet Server is pulling in. We have multiple companies with different ERP systems, so Spreadsheet Server's ability to pull data from multiple sources has been invaluable to me. This saves me a lot of time that would have gone to drilling down into information in each ERP. **What do you dislike about Spreadsheet Server by insightsoftware?** I have plans to build more custom queries, but I wish there was a database of common custom queries I could review. I suppose this would have to be user-generated, but perhaps Insight could host a forum, or post commonly asked-for custom queries. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Monthly analysis of costs in a property management company has been extremely helpful. We do full reconciliations and prepare financial statements monthly, so being able to produce my financial statements in Excel with Spreadsheet Server, then drill down to lowest level of activity within the financial statements has sped up the process. I no longer have to drill down into reports in my ERP system to get answers. This is especially useful for annual budgeting. We work with multiple ERP systems, so being able to investigate detail within Excel, instead of opening reports in each ERP, has made my work life much easier. ### 8. Take Control of your Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** James L. | Enterprise (> 1000 emp.) **Reviewed Date:** April 22, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** By allowing you to bring financial data directly into native Excel with all the familiar functionality the accounting team was able to take full control of building our financial reporting. Implementation was simple and involved very little effort from our internal IT department. Our company has switched all of our financial reporting to utilize Spreadsheet Server and we can easily refresh reports at any time throughout close week. The ability to drill into lines to see the accounts and then further drill into the accounts to see journal detail all within Excel has made our review much more streamlined. **What do you dislike about Spreadsheet Server by insightsoftware?** With Oracle Cloud there is no direct connection to the database and requires replication to an alternate database. This means data isn't necessarily real time in our case (but it is close to real time). **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Our previous reporting was difficult to use, slow, and required running separate reports to research variances. We did not have the ability to build and perform analysis on the fly and if our business changed it was a great effort to change or add reporting with that growth. ### 9. Spreadsheet Server - Financial Statement Flexibility **Rating:** 5.0/5.0 stars **Reviewed by:** Brian S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Spreadsheet server helps us organize out financial results quickly and easily directly from Excel. Rather than have our MIS team create a data warehouse for us to write queries to get to the data, we can can self server all of our data. We use it every day for both regular operating account recs and for all financial reports. **What do you dislike about Spreadsheet Server by insightsoftware?** I have no complaints. For us, Spreadsheet Server hits the spot. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** For TB and GL balances and activity, Spreadsheet server provides a flexible link to the data in real time. We are not waiting for data warehouses to build. We are only in Excel and have access to all balances and transactions. The tool helps us serve ourselves, rather than bother the MIS team. ### 10. Spreadsheet Server Review **Rating:** 4.0/5.0 stars **Reviewed by:** Rahul K. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** - Spreadsheet server can be connected directly to ERP system to pull real time data from the system. - It is really easy to create financial reports using spreadsheet server - Drill down from Accounts to Ledger is very useful functionality - Query Designer (which is available for advance Spreadsheet Server users) is really useful to create ad-hoc queries to pull operational data and create reports **What do you dislike about Spreadsheet Server by insightsoftware?** - One of the difficult task is to upload budget into the system.It is not a straightforward task and really time consuming from user's perspective **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Overall I had a great experience using Spreadsheet Server. We have used Spreadsheet Server from last several years and have implemented to many of our customers. Although it is not a advance analytics and reporting tool but this is really handy for organizations which are depended upon excel and want ERP connectivity ### 11. Spreadsheet Server - your friend in excel **Rating:** 4.5/5.0 stars **Reviewed by:** Aleksandra . | Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** I'm using this tool almost every week to make sure that everything is looking fine at the month end and this tool is very easy to use and is making my life easier. It is very easy tool to learn, but you need a little bit of understanding to make sure that you can use every feature there. Customer suppoert is very helpful and guys from IT is making sure that everything is 100% clear. **What do you dislike about Spreadsheet Server by insightsoftware?** Sometimes it has worse days, especially on month end where there is so much going on at once. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** I can look at the accounts in real time which making month end and anlysis and reconciliation easier. ### 12. Spreadsheet Server - Efficiency at its finest **Rating:** 5.0/5.0 stars **Reviewed by:** joseph g. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Spreadsheet server was incredible and redefined the way we were able to be effiecient. We were able to spend more time actually analyzing data vs compiling reports. This has brought a smile to the faces of our employees who were spending countless hours compiling reports using Yardi and Excel. **What do you dislike about Spreadsheet Server by insightsoftware?** There was a small amount of time that we had to spend trying to figure out the backend of the tool to see if we could get it to work. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** This is helping us with the time it takes to compile reports. We are now able to compile and analyze reports in a fraction of the time we were able to do it before. ### 13. Great Tool for Financial Reporting and Analytics **Rating:** 5.0/5.0 stars **Reviewed by:** Tim H. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Streamline your data tasks effortlessly with Spreadsheet Server! This tool seamlessly integrates with Excel for intuitive data handling. Spreadsheet Server's calculations run very quickly so dealing with large datasets is easy. Spreadsheet Server's real-time connectivity ensures you're always working with the latest data, empowering quick decision-making. Whether you're in finance, data analysis, or business management, Spreadsheet Server adapts to your needs. From financial reporting to budgeting, it's your all-in-one solution. **What do you dislike about Spreadsheet Server by insightsoftware?** Change control, however there are many ways to get a handle on making changes and limiting who can change reports. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** We use Spreadsheet Server for all of our financial reporting, budgeting, and general ledger analytics. ### 14. SpreadSheet Server **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew C. | Enterprise (> 1000 emp.) **Reviewed Date:** April 19, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** I like the ability to customize the pull function and integrate it with my tax software to push live data into the tax software to calcualte annual provisions. Additionally, it's extremely easy to use as well as customize for a multitude of business needs. Customer support is outatanding for the product. **What do you dislike about Spreadsheet Server by insightsoftware?** As a Netsuite user it can be a bit tedious to implement bc Netsuite requires an extra step. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Spreadsheet server automates my tax provision process by allowing me to refresh accounting data which I then push into OneSoruce Tax Software to calculate quarterly and annual provisions. ### 15. Calculations made easier! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Spreadsheet Server by insightsoftware?** Easy to calculate reports and update as the data flows in. **What do you dislike about Spreadsheet Server by insightsoftware?** Performance for opening the excel is comparatively time consuming. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Compressing multiple filesin one report. ### 16. It is Very Usefull and Handy for Getting Data **Rating:** 5.0/5.0 stars **Reviewed by:** Mahesh Kumar K. | Enterprise (> 1000 emp.) **Reviewed Date:** April 11, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** I will use spread sheet server once in every 2 days for getting the required Data and it works really Good for Getting the Data with full details. it is very usefull in Month end and quarter ends for getting the Data for Verification and completing the Month End and Querter End Activities, it makes our work easier. **What do you dislike about Spreadsheet Server by insightsoftware?** some times Spreadsheet server gets Hanged while downloading large data. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** we can get required data quickly, it is minimises report generation time and saves lot of time. ### 17. Great for finance! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** This product offers great flexibility and a streamlines data analysis by reducing time spent on data mining. Our users leverage it extensively for financial reporting, budgeting, and various analytical scenarios. Its ability to seamlessly integrate with spreadsheets and dynamically for specific date ranges enhances our complex analytics. **What do you dislike about Spreadsheet Server by insightsoftware?** Performance issues arise with large reports due to slow processing. While software updates have helped in the past, limitations remain in handling large volumes of transaction data. The addon also has a habit of disabling or removing itself from Excel requiring internal resources to resolve the problem. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Its ability to seamlessly integrate with spreadsheets and dynamically for specific date ranges enhances our complex analytics. ### 18. Easy to get started **Rating:** 5.0/5.0 stars **Reviewed by:** Megan R. | Corporate Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** It was so easy to get set up and learn the rules. Spreadsheet Server minimizes the amount of time I have to spend in my ERP running multiple reports. **What do you dislike about Spreadsheet Server by insightsoftware?** Some of the formulas aren't perfect for my needs, but because the tool is in excel, workarounds are easy to find. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Our PE firm requires several forms of slicing and dicing the data. Spreadsheet Server makes it a lot easier to build and reuse reports - only have to create the formula once! ### 19. Great tool for Financial Reporting in Excel using live data **Rating:** 4.5/5.0 stars **Reviewed by:** Annette M. | Chief Financial Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Able to create financial reports and graph in excel with live data. Once everything is set up its easy to use and great tool for financial planning **What do you dislike about Spreadsheet Server by insightsoftware?** Changing computers and reinstalling on the new system can be time consuming. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Real time analaysis of financial data. We able to create reports and graph to share with stakeholders in minutes. ### 20. Spreadsheet Server **Rating:** 5.0/5.0 stars **Reviewed by:** Arnel P. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Been using Spreadsheet server and the product is very useful especially in reporting with one refresh button click. **What do you dislike about Spreadsheet Server by insightsoftware?** Just the opening of the sheet, it takes a bit of a time. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** as soon as you create the template for your financial reporting, spreadsheet server works its magic. ### 21. Spreadsheet Server **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Spreadsheet Server allows me to use the power of excel to customize reports using the data directly from my accounting software. It is especially useful when creating comparitive reports, especially when you have multipul sets of books. **What do you dislike about Spreadsheet Server by insightsoftware?** It does have a bit of a learning curve and it seems to bog down some when large quantities of data get imported. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Probably the key benefit is and financials reporting, especially as it contains to historical and comparative analysis of data. ### 22. It is very helpful to retrieve quick data for analysis purpose **Rating:** 4.5/5.0 stars **Reviewed by:** Prashanth K. | Enterprise (> 1000 emp.) **Reviewed Date:** April 11, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Very convenient to use and very helpful during periodic account closure & finalization stage **What do you dislike about Spreadsheet Server by insightsoftware?** Sometimed ledger extracts are untidy or jumbled up/down, we need to edit to identify exact balance of the account **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Quick data retreival is possible with SS & periodic account balances are quickly identifiable ### 23. Quite easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Kun L. | Enterprise (> 1000 emp.) **Reviewed Date:** April 22, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** easy to refresh the reports and generate the financial reports in the spreadsheet server. **What do you dislike about Spreadsheet Server by insightsoftware?** Sometimes the excel run slow and network issue gets effected in the SPreadsheet to execute the reports. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Exceuting reports easy in a timely manner. ### 24. Easy to use and generate reports for Spreadsheet Server **Rating:** 5.0/5.0 stars **Reviewed by:** Sabrina W. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Easy to use and generate reports for Spreadsheet Server **What do you dislike about Spreadsheet Server by insightsoftware?** It takes long time to generate reports when it involves multiple tabs. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Easy to use and generate reports for Spreadsheet Server ### 25. Excellent software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Works great to help us tie our books to our off service reporting at month end. Use it monthly to tie all the accounts and varify our numbers are tied. **What do you dislike about Spreadsheet Server by insightsoftware?** sometime it is a little slow and jams up loading excel **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Spreadsheet server helps us link our financial information directly from our system without having to manually enter. ### 26. Ease of Extracting Data **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** It is pretty easy to extract data and allows the user to do this efficiently. **What do you dislike about Spreadsheet Server by insightsoftware?** The upgrades are a bit too often and at times, not very convenient. When an upgrade is needed, the system does not work and you are kind of at a standstill. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Extracting data with ease. ### 27. Effective Tool to Automate Financial Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Phil G. | Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** April 30, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Helped provide a data link from our ERP into Excel. Similar to other Excel add-ins, this allowed us to customize reports in ways that were not availiable within the ERP. Efficient and effective. **What do you dislike about Spreadsheet Server by insightsoftware?** Refreshing data during the close process can be timely. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Allowed us to automate monthly reporting which previously took days. ### 28. Excellent but not user friendly **Rating:** 4.5/5.0 stars **Reviewed by:** LUCY K. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** It helps to create the report exactly the way you want it to be. **What do you dislike about Spreadsheet Server by insightsoftware?** It is not easy to use, probably you have to take their training courses and could spend a fortune. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** It generates a report just in a click once yor have the template set up. ### 29. Very good finanacial reporting. **Rating:** 4.5/5.0 stars **Reviewed by:** Tony K. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Very fast, very flexible, good support.. **What do you dislike about Spreadsheet Server by insightsoftware?** Some minor bugs, documentation could be improved. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Needed a new financial reporting tool. ### 30. SpreadSheet Server **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** - ease of functionality - can save recurring report pulls, and refresh with the click of a button - strong, friendly support team for troubleshooting. Dasharath is very helpful **What do you dislike about Spreadsheet Server by insightsoftware?** - slow processing time - long troubleshooting time **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Viewing transaction line detail of periodic reporting. It gives detailed line by line insight to understand financial performance ### 31. Great tool for Adhoc reporting with Excel interface **Rating:** 4.0/5.0 stars **Reviewed by:** Roger W. | Enterprise (> 1000 emp.) **Reviewed Date:** April 11, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** This is a great tool for power users in Excel which can be learned easily by business users to generate reports **What do you dislike about Spreadsheet Server by insightsoftware?** If the file gets too much detail, the performance can suffer due to limitations of Excel **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** We mainly use it to consolidate financial data if they reside in multiple data sources. ### 32. daily performance spreadsheet server **Rating:** 5.0/5.0 stars **Reviewed by:** hale d. | Enterprise (> 1000 emp.) **Reviewed Date:** April 04, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** financial statements & breakdown easilyy **What do you dislike about Spreadsheet Server by insightsoftware?** sometimes slow funtioning in daily performance **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** to preparation of manual financial statements ### 33. Taylor Plumbing Friend of Spreadsheet Server **Rating:** 5.0/5.0 stars **Reviewed by:** Ellen F. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Very user friendly tool and like that I can pull the information straight from our data base. **What do you dislike about Spreadsheet Server by insightsoftware?** Nothing really, everything works very well at this time. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Designing the financial statement and an effective way to pull data from the database without logging into Viewpoint. ### 34. Reporting tool for Companies who don't want to break the bank but want to customize reporting **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.) **Reviewed Date:** April 01, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Customizable; Connection to accounting system; Allows for formatting; Based in Excel; easy to understand the formulas **What do you dislike about Spreadsheet Server by insightsoftware?** Adding users can be challenging; Excel add-in makes it quirky. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** It allows us to see our financials in a format Management prefers and allows us to make new reports quickly and reliably. ### 35. Spreadsheet Server Critical to our operations. **Rating:** 5.0/5.0 stars **Reviewed by:** Eric O. | Enterprise (> 1000 emp.) **Reviewed Date:** April 11, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** The tool allows are business professionals to get timely financials during our monthly, quarterly, & year-end processes. **What do you dislike about Spreadsheet Server by insightsoftware?** Upgrades can be complicated if you do not stay current. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Ease of use finding data without having to track down inside the JD Ewards ERP system. ### 36. User Review **Rating:** 5.0/5.0 stars **Reviewed by:** David O. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Spreadsheet Server is an excellent tool for financial reporting. **What do you dislike about Spreadsheet Server by insightsoftware?** A bit difficult to setup but once it is setup it works great! **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** It is making financial reporting easy. ### 37. Easy automation **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Great addition to spreadsheet, easy to use. **What do you dislike about Spreadsheet Server by insightsoftware?** Setup process took a few tries, hours, $. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Allowed multiple users to pull the same data monthly, eliminating human error. Saved a lot time generating routine reports. ### 38. Spreadsheet Server **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** The ability to pull data from multiple sources into 1 report. **What do you dislike about Spreadsheet Server by insightsoftware?** it can often be slow and clunky at times. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** pulling data from multiple sources into 1 report. ### 39. product creates easy to format reports for all end users **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Reports can be created once and distribute to team members automatically **What do you dislike about Spreadsheet Server by insightsoftware?** There is a learning curve to using the various components of SSS **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Improves reporting for accounting software ### 40. Very useful for Financial Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Rajesh P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Very useful for Financial Reporting to generate in Spreadsheet server. **What do you dislike about Spreadsheet Server by insightsoftware?** Sometimes it is difficult with slow performance. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Realtime calculations and analysis is much easier. ### 41. A great tool for reports!! **Rating:** 5.0/5.0 stars **Reviewed by:** Ramy R. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** accounting team mostly used for generating reports. **What do you dislike about Spreadsheet Server by insightsoftware?** Process of installing is a bit confusing. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** accounting team mostly used for generating reports. ### 42. Easy to use spreadsheet server **Rating:** 5.0/5.0 stars **Reviewed by:** james L. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Easy to use spreadsheet server for accounting team!! **What do you dislike about Spreadsheet Server by insightsoftware?** Not applicable as administrator use, only end users!! **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Easy to use spreadsheet server for accounting team!! ### 43. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Elizabeth C. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Seamless running of activities behind the scenes **What do you dislike about Spreadsheet Server by insightsoftware?** I do not have enough training to utilize fully **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** run reports with different source information ### 44. Easy to use to generate reports **Rating:** 5.0/5.0 stars **Reviewed by:** Ahmed J. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Easy to use to generate reports for accounting and finances **What do you dislike about Spreadsheet Server by insightsoftware?** Performance issues happens sometimes during generating reports **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Genrating reports ### 45. Timely financial reports **Rating:** 4.0/5.0 stars **Reviewed by:** Scott B. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Fast and accurate financail information from software **What do you dislike about Spreadsheet Server by insightsoftware?** Creating own queries can be complicated. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Accurate financial statements. ### 46. Great Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** I'm on the IT team, and this is primarily used by our accounting team. But they seem to love it! **What do you dislike about Spreadsheet Server by insightsoftware?** The configuration and setup were not intuitive. We were saved by the excellent support we received, which made everything much easier. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Collaboration on report creation and pulling real-time values. ### 47. Spreadsheet Server for custom financial reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Faster information without having to log into ERP **What do you dislike about Spreadsheet Server by insightsoftware?** It can be complex, sometimes installations can be involved **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** It calculates data from ERP and allows for more custom financial reporting real time. ### 48. Powerful Reporting Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Ease of use. Sukanya from support was very efficient in getting us up and rolling with the newest version. **What do you dislike about Spreadsheet Server by insightsoftware?** It can be slow when pulling data, performance related issues. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Helpful for generating reports. ### 49. Spreadsheet Server as a tool that helps to generate Reports **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** May 06, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Spreadsheet Server as a tool that helps to generate Reports **What do you dislike about Spreadsheet Server by insightsoftware?** Difficulty in using multiple instances of Application Configurator. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Month end closing (Finacial Reporting) ### 50. Easy to use, fast access to real-time data. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2024 **What do you like best about Spreadsheet Server by insightsoftware?** Easy to use, fast access to real-time data. **What do you dislike about Spreadsheet Server by insightsoftware?** Not applicable at this time, need more time to review it. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Creating Reports ## Spreadsheet Server by insightsoftware Discussions - [Is this a Business Intelligence tool? What if I already have a BI tool?](https://www.g2.com/discussions/product-usage-e23d88f5-cba4-4b49-b044-009b893260a4) - 1 upvote - [Can I do reporting beyond the GL?](https://www.g2.com/discussions/product-usage) - 1 upvote - [Do I need training? How long is training?](https://www.g2.com/discussions/training-4367a07b-867d-4b1c-acdc-a7715991bb6e) - 1 upvote - [Will I need a data warehouse for Spreadsheet Server?](https://www.g2.com/discussions/system-requirements-e045ce05-444c-45c8-923c-eae8764fb7a7) - 1 upvote - [Does Spreadsheet Server require a server?](https://www.g2.com/discussions/system-requirements-98a76bce-812a-460d-b1bc-f816d4826bfa) - 1 upvote - [View Spreadsheet Server by insightsoftware pricing details and edition comparison](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-26+13%3A46%3A37+-0500&secure%5Bsession_id%5D=d71245ce-bbba-4cd8-9ca0-31922dc041fa&secure%5Btoken%5D=7c00b28124bbc727b688bd855612e5708f7dd3822d78efbe854070e9e1f378ea&format=llm_user) ## Spreadsheet Server by insightsoftware Integrations - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [NetSuite](https://www.g2.com/products/netsuite/reviews) ## Spreadsheet Server by insightsoftware Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Data Management** - Data Import - Data Consolidation - Data Validation **Platform Additional Functionality** - Cloud **Financial Planning** - Extended Planning - Reporting - Integration **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **Budget Management** - Consolidation - Adjustments - Workflows **Reporting Structure** - Reporting Hierarchy - Report Templates - Report Types **Platform Content** - Automation - Content Library **Data** - Data Visualization - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Standard Analytics** - Standard KPIs - Standard Reports - Financial Statements - Drill Down **Platform Data** - Visualization **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Custom Analytics** - Dashboards - Custom KPIs - Custom Reports - Self Service - Multiple Entities **Platform Interoperability** - API **Platform Performance** - Reporting **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Financial Analysis** - Cross-system Integration - Decision Making **Agentic AI - Financial Analytics** - Proactive Assistance ## Top Spreadsheet Server by insightsoftware Alternatives - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (469 reviews) - [Datarails](https://www.g2.com/products/datarails/reviews) - 4.6/5.0 (323 reviews) - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - 4.5/5.0 (2,128 reviews)