--- title: Spreadsheet Server by insightsoftware Reviews meta\_title: 'Spreadsheet Server by insightsoftware Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 81 reviews by the users' company size, role or industry to find out how Spreadsheet Server by insightsoftware works for a business like yours. aggregate\_rating: rating\_value: 4.4 review\_count: 81 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance ---

# Spreadsheet Server by insightsoftware Reviews & Product Details

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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.

* * *

Seller
[insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544)
Discussions
[Spreadsheet Server by insightsoftware Community](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/discuss)
Languages Supported

German, English, French, Italian, Portuguese, Spanish, Swedish, Chinese (Traditional)

Solution Type

All-in-One

Overview by
Robert Paolella

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## Value at a Glance

Averages based on real user reviews.

### Time to Implement

1 month

### Return on Investment

10 months

[
View More Pricing Information
](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/pricing)

## Top-Rated Alternatives

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## User Insights

Average based on 81 real user reviews.

Implementation Time

1 month

Perceived Cost

$$$$$

[Log in to unlock pricing and user insights](/login)

## Spreadsheet Server by insightsoftware Integrations
(2)

What do users say about integrations?

Integration information sourced from real user reviews.

[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Microsoft Excel

](https://www.g2.com/products/microsoft-excel/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

NetSuite

](https://www.g2.com/products/oracle-netsuite/reviews)

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 ![Brandon H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brandon H.")
BH

Brandon H.

Business Operations Analyst

Small-Business (50 or fewer emp.)

4/7/2026

"Easy-to-Automate Queries for Thorough, Department-Wide Reporting"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Show More

4/21/2026
Current UserValidated ReviewerIncentivizedSource: G2 invite

 ![Verified User in Wholesale](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Wholesale")
AW

Verified User in Wholesale

Mid-Market (51-1000 emp.)

9/22/2025

"Versatile"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

RK

Rahul K.

Small-Business (50 or fewer emp.)

5/13/2024

"Spreadsheet Server Review"

4/5

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

 ![Verified User in Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Real Estate")
AR

Verified User in Real Estate

Mid-Market (51-1000 emp.)

4/30/2024

"Great for finance!"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

 ![Verified User in Consumer Goods](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consumer Goods")
UC

Verified User in Consumer Goods

Enterprise (\> 1000 emp.)

4/9/2024

"SpreadSheet Server"

4/5

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 Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

- slow processing time

- long troubleshooting time Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

RW

Roger W.

Enterprise (\> 1000 emp.)

4/11/2024

"Great tool for Adhoc reporting with Excel interface"

4/5

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Show More

Validated ReviewerSource: Organic

 ![Verified User in Health, Wellness and Fitness](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Health, Wellness and Fitness")
UH

Verified User in Health, Wellness and Fitness

Enterprise (\> 1000 emp.)

4/1/2024

"Reporting tool for Companies who don't want to break the bank but want to customize reporting"

3.5/5

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 Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

Adding users can be challenging; Excel add-in makes it quirky. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

 ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting")
UA

Verified User in Accounting

Mid-Market (51-1000 emp.)

4/18/2024

"Easy automation"

3.5/5

What do you like best about Spreadsheet Server by insightsoftware?

Great addition to spreadsheet, easy to use. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

Setup process took a few tries, hours, $. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

 ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction")
UC

Verified User in Construction

Mid-Market (51-1000 emp.)

4/30/2024

"Spreadsheet Server"

4/5

What do you like best about Spreadsheet Server by insightsoftware?

The ability to pull data from multiple sources into 1 report. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

it can often be slow and clunky at times. Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

pulling data from multiple sources into 1 report. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

 ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction")
AC

Verified User in Construction

Mid-Market (51-1000 emp.)

4/26/2024

"product creates easy to format reports for all end users"

3.5/5

What do you like best about Spreadsheet Server by insightsoftware?

Reports can be created once and distribute to team members automatically Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

There is a learning curve to using the various components of SSS Review collected by and hosted on G2.com.

What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?

Improves reporting for accounting software Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerSource: Organic

## Pricing Insights

Averages based on real user reviews.

### Time to Implement

1 month

### Return on Investment

10 months

### Perceived Cost

$$$$$

[
View More Pricing Information
](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/pricing)

Spreadsheet Server by insightsoftware Comparisons

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##### 
##### Spreadsheet Server by insightsoftware Features

Data

Data Visualization

Custom Reporting

Reporting Templates

Status Communication

Real-Time Data Updates

Platform Additional Functionality

Cloud

Platform Content

Automation

Content Library

[
View More Features
](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/features)

##### Categories on G2

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[FP&A (Financial Planning & Analysis)](https://www.g2.com/categories/fp-a-financial-planning-analysis)[Budgeting and Forecasting](https://www.g2.com/categories/budgeting-and-forecasting)[Financial Analysis](https://www.g2.com/categories/financial-analysis)[Other ERP](https://www.g2.com/categories/other-erp)[Financial Analytics](https://www.g2.com/categories/financial-analytics)

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