--- 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: '2026-07-07' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # 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 value the **ease of use** of Spreadsheet Server, enhancing efficiency in report generation and automation. (3 reviews) - Users love the **report generation feature** of Spreadsheet Server, enabling quick, accurate financial reporting and automation. (3 reviews) - Users appreciate the **efficient report creation** feature of Spreadsheet Server, enabling quick, automated reporting from Excel. (3 reviews) - Users value the **high-quality reporting** of Spreadsheet Server, enabling quick, accurate data-driven decisions for financial analysis. (3 reviews) - Users highly value the **exceptional customer support** of Spreadsheet Server, experiencing quick responses and knowledgeable assistance. (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, hindering quick access to their latest spreadsheet data. (2 reviews) - Users face **integration issues** with legacy or non-standard ERPs, requiring custom SQL that may reduce functionality. (1 reviews) - Users find **limited customization** for legacy databases in Spreadsheet Server, affecting performance and functionality. (1 reviews) - Users report **performance issues** with Spreadsheet Server, noting delays that require adaptation to the cloud-based service. (1 reviews) - Users report experiencing **delays** after transitioning to the cloud-based Spreadsheet Server, but some have adapted over time. (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. Spreadsheet server - great if it worked well **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** December 20, 2022 **What do you like best about Spreadsheet Server by insightsoftware?** When it works, it is great. It pulls data together easily. **What do you dislike about Spreadsheet Server by insightsoftware?** It is buggy and fails a lot. We get spurious results and crashes frequently. Updates often fail. Tech support is difficult to get timely. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Reporting and incorrect info getting stale. ### 2. Spreadsheet Server - Worth the Investment **Rating:** 5.0/5.0 stars **Reviewed by:** John D. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Spreadsheet Server by insightsoftware?** Spreadsheet Serve is very easy to learn and use. **What do you dislike about Spreadsheet Server by insightsoftware?** I have no dislikes as of yet as the product has exceeded my expectations. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Making data analysis more efficient. Elminates a lot of manual steps. ### 3. Financial data and tools at your fingertips **Rating:** 4.0/5.0 stars **Reviewed by:** Ariel E. | Finance manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2022 **What do you like best about Spreadsheet Server by insightsoftware?** I like all the tools to control and work for my system, connect with hundreds of systems and are compatible. **What do you dislike about Spreadsheet Server by insightsoftware?** I would like a more general service for multiple users. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Generate personalized reports of our company data, user activity control and connect with different merchandise providers. ### 4. Pretty powerful, but requires a bit of a learning curve. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** July 04, 2022 **What do you like best about Spreadsheet Server by insightsoftware?** Its ability to retrieve data from our database **What do you dislike about Spreadsheet Server by insightsoftware?** Not very user friendly, as you have to build queries from scratch. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Automation of our financial reports ### 5. Export and import data **Rating:** 4.0/5.0 stars **Reviewed by:** Iset M. | Data Designer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2021 **What do you like best about Spreadsheet Server by insightsoftware?** I like the graphical interface with all the tools at hand, easy to use and always connected to the server to avoid loss of files or damaged files. Financial data analysis and response with probability prediction system. **What do you dislike about Spreadsheet Server by insightsoftware?** Currently performance problem with system system on server, making very large tables consumes many resources. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Perform automatic analysis and predictable response per system. ### 6. Very Powerful **Rating:** 4.5/5.0 stars **Reviewed by:** B D. | Accounting Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 15, 2021 **What do you like best about Spreadsheet Server by insightsoftware?** All of the capabilities. It can look at operational data and financial data. You can hard code parameters and leave them up to the user. **What do you dislike about Spreadsheet Server by insightsoftware?** Everyone needs a license and they're pretty expensive for someone who just needs access to one report. We've been able to accommodate some of this by distributing the reports but they lose the ability to drill down into the details when we do that. Lack of securities. We would like to add securities to users, allowing them to only see their own departments. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** We use SSS and PowerBI almost exclusively to analyze our data. This is really an incredible tool for pulling raw data out of SQL and putting into meaningful reports. ### 7. allows us to carry out our financial analysis in a much more complete way **Rating:** 4.0/5.0 stars **Reviewed by:** Mario A. | Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2020 **What do you like best about Spreadsheet Server by insightsoftware?** The fact that its interface is similar to Excel has allowed us to adapt very quickly to its use, its interface has a fairly intuitive design to navigate and use, the fact that the installation is quite simple, easy and fast both Installing and configuring constitutes an element of great added value when deciding to use this software in our company, since it allowed us to install and configure everything in a matter of minutes, the fact that it supports working with Excel perfectly helped us to do the migration of our files and financial statements in a fairly simple and fast way, so no information was lost at the time of the migration, the reporting options it has are quite complete, which allows us to perform our financial analysis in a much more complete way. **What do you dislike about Spreadsheet Server by insightsoftware?** The performance is not entirely fluid, on many occasions the system slowed down or hung, which made us pause our activities for a few minutes while everything was restored to normal. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** It has been helping us to improve our work within the finance and accounting department by allowing us to perform in a much easier way all the tasks and calculations of our payroll and expenses in such a way that it allows us to have a better order and management of money of the company and knowing in detail what each item is being spent on. ### 8. A few bumps, but very helpful and worth the investment of time and money **Rating:** 4.0/5.0 stars **Reviewed by:** Tim E. | Financial Project Leader, Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2018 **What do you like best about Spreadsheet Server by insightsoftware?** Spreadsheet Server gives us the flexibility that Oracle doesn't to explore the data and to tweak reports to make them more usable **What do you dislike about Spreadsheet Server by insightsoftware?** It doesn't (yet) feed a pivot table directly, you have to export to a spreadsheet to a range or table, then use the range or table as the base of the pivot table, requiring a 2-step process whenever you refresh your parameters or data **Recommendations to others considering Spreadsheet Server by insightsoftware:** Help Desk has been helpful when I talked to a senior person; I had to ask for some canned queries that have been very helpful. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** It makes ad hoc reporting possible and drilling down to the underlying data quick and simple, saving us hours of time compared to using Oracle directly **Official Response from Dawn Christine Jonckowski:** > We appreciate your feedback and will certainly pass your accolades on to our Help Desk crew. If you’d like to share more about your PivotTable experience with us for the future, please email customersuccess@globalsoftwareinc.com. In the meantime, we’re happy to hear what Spreadsheet Server is helping you accomplish. ### 9. Great Time Saver **Rating:** 5.0/5.0 stars **Reviewed by:** Steve F. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 07, 2018 **What do you like best about Spreadsheet Server by insightsoftware?** Spreadsheet Server has drastically reduced my month end close process time. This always me to review financials more instead of just processing them. **What do you dislike about Spreadsheet Server by insightsoftware?** Spreadsheet Server is a wonderful tool, however it reduces the speed of Excel. **Recommendations to others considering Spreadsheet Server by insightsoftware:** The tool is very powerful, but does require some knowledge of your ERP system. My recommendation would be gain your ITs support so that you can fully use the Spreadsheet Server tools. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** I use Spreadsheet Server on a regular basis in my role, but it is most prevalent during month end close. I have realized hours of time saving. It largest contribution for me is to account reconciliations. **Official Response from Dawn Christine Jonckowski:** > We appreciate your feedback, Steve! It’s great to hear that Spreadsheet Server is providing you with ample time to review and act on your numbers rather than simply report them. Log in to www.globalsoftwareinc.com for the most recent updates and information on webinars, conferences, and training. ### 10. Time Saving At Its Best **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2019 **What do you like best about Spreadsheet Server by insightsoftware?** I like how easy it is to use and time efficient. Let's face it, when it comes time to prepare a spreadsheet, it's usually for a project of high importance. **What do you dislike about Spreadsheet Server by insightsoftware?** I never came across any features of the program that I disliked. Everything was useful. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Time savings measures is a big plus for us. Information ready quicker than we used to have it with our previous system. ### 11. Useful server to manage spreadsheets together from various places **Rating:** 2.0/5.0 stars **Reviewed by:** Peter L. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2018 **What do you like best about Spreadsheet Server by insightsoftware?** It was an easy to set up server and didnt take much effort and time to get behind the functions and ideas. It was simple to integrate into the business and didnt run into any bugs or issues. **What do you dislike about Spreadsheet Server by insightsoftware?** We've run into some complications about the compatibility various different locations, to manage everything in one place. The support couldn't help. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** We needed a fast, easy running solution that automates our databases. ### 12. Handy add on to Microsoft **Rating:** 4.0/5.0 stars **Reviewed by:** Lauren G. | Personal Chef / Event Producer, Events Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2018 **What do you like best about Spreadsheet Server by insightsoftware?** I can transport data directly from ERP systems and put in a spreadsheet so data management is always simple and easily viewed. **What do you dislike about Spreadsheet Server by insightsoftware?** There is no free trial to decide whether or not you’d like to stick with this server versus another option. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** I can readily access and share data personally and in presentations. ### 13. Best reporting option for MRI **Rating:** 5.0/5.0 stars **Reviewed by:** Joseline L. | Property Analyst, Real Estate, Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2017 **What do you like best about Spreadsheet Server by insightsoftware?** As an analyst I need to make reports on the fly that are accurate and well formatted. Spreadsheet Server picks up exactly where MRI Report Design drops the ball. I am able to accurately and quickly provide up to date information in a beautifully formatted report that matches my exact needs. **What do you dislike about Spreadsheet Server by insightsoftware?** It's not so much a dislike as a want - I want to take more courses so I can learn to better use all the capability of the software including SQL and Distribution Manager. So far I've only mastered the GL base product. **Recommendations to others considering Spreadsheet Server by insightsoftware:** If you currently only use the base reporting provided by MRI you need to meet spreadsheet server! **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** I have saved well over 50 hours of work just in the past few months alone. It's allowed me to provide more accurate reporting and the drill down option lets people find out the answers to their questions without coming to me. Freeing me up to provide better analysis. **Official Response from Dawn Christine Jonckowski:** > Joseline, we’re thrilled to hear about your time-savings with Spreadsheet Server! We appreciate learning more about our users’ experiences. We do have additional training and education opportunities available. To learn more, log in to www.globalsoftwareinc.com and click on “Customer Success” or contact us at customersuccess@globalsoftwareinc.com. ### 14. Data Master **Rating:** 4.0/5.0 stars **Reviewed by:** Dong Gun (Eric) A. | Web Developer Internship, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2018 **What do you like best about Spreadsheet Server by insightsoftware?** Easy to use to pull data to massive collections such as locations or review pages **What do you dislike about Spreadsheet Server by insightsoftware?** Hard to manage. Does not have all excel functions making it hard to do some functions. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Storing data such as inventory or store locations ### 15. Controller **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2018 **What do you like best about Spreadsheet Server by insightsoftware?** It is really financial reporting made easy. Really has allowed us to report on information that is important to us. Very intuitive product. Based on excel and everyone knows and understands excel at some level. **What do you dislike about Spreadsheet Server by insightsoftware?** I wish it was even faster than it is so that more complicated reporting information can be reported on. **Recommendations to others considering Spreadsheet Server by insightsoftware:** I would definitely consider this product to meet reporting needs. It is easy to use and allows you to access most of the information you need. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Faster monthly close process. **Official Response from Dawn Christine Jonckowski:** > Thank you for the feedback! We’re happy to hear that Spreadsheet Server is enabling you to use your knowledge of Excel for fast, intuitive reporting processes. If you haven’t done so already, make sure to log in to www.globalsoftwareinc.com and download Spreadsheet Server 14.7, our fastest version yet. ### 16. Spreadsheet server **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.) **Reviewed Date:** September 28, 2018 **What do you like best about Spreadsheet Server by insightsoftware?** The ability to pull data directly from ERP systems into a spreadsheet, allowing the data to be easily viewed and managed Full drill-down capability to reporting data **What do you dislike about Spreadsheet Server by insightsoftware?** Charting and Redundancy of data in the software **Recommendations to others considering Spreadsheet Server by insightsoftware:** Security features are well defined **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** slicing and dicing the same data in various ways to supply executives with their personal view of the data for presentation purposes. ### 17. Incredible Tool. Time Saver **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2018 **What do you like best about Spreadsheet Server by insightsoftware?** Spreadsheet server makes accounts close faster, enables better decisions to be made, and provides better insights into your data. **What do you dislike about Spreadsheet Server by insightsoftware?** I dislike that users sometime don't understand the scope of the product. It can do so much! **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** It saves time. It analyzes financial data better. It's easy to use, easy to understand. ### 18. Great addition to our reporting product suite **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** June 07, 2018 **What do you like best about Spreadsheet Server by insightsoftware?** Seamless integration into our ERP saving me time and money on developing customised reports with meaning. **What do you dislike about Spreadsheet Server by insightsoftware?** Assumed knowledge in database tables and SQL. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Dynamic reporting of equipment usage/productivity. New management report documents. Ability to create reports that I would have otherwise needed to pay someone to create for me. **Official Response from Dawn Christine Jonckowski:** > Thank you for sharing your experience. It’s great to hear you’re saving money on consultant fees by implementing Spreadsheet Server! Be sure to log in to www.globalsoftwareinc.com for the most up-to-date information on new versions as well as webinars and training. ### 19. Spreadsheet server is a great tool for data management. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** June 12, 2018 **What do you like best about Spreadsheet Server by insightsoftware?** I like the various functionalities of the software which enhances excel capabilities. **What do you dislike about Spreadsheet Server by insightsoftware?** There is nothing that I dislike about this product. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Version control issues with data management / importing to other systems. The major benefit is efficiency. **Official Response from Dawn Christine Jonckowski:** > We love hearing how much you love Spreadsheet Server! We’re continually improving the software, so make sure to log in to www.globalsoftwareinc.com and check for the latest versions and upgrades. ### 20. Spreadsheet Server Financials **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2018 **What do you like best about Spreadsheet Server by insightsoftware?** Flexibility is wonderful. Reports are very easy to change and gather the data you need without having multiple reports. **What do you dislike about Spreadsheet Server by insightsoftware?** We seem to have issues with the different versions and having the same data returned from a report. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Spreadsheet Server is being utilized for much of our financial reporting package since our ERP doesn't provide reports. **Official Response from Dawn Christine Jonckowski:** > Thank you for sharing your experience. It’s great to know that Spreadsheet Server is positively impacting your reporting processes. We’d like to see how we can help with the version issue you’re experiencing. Please drop us a line at customersuccess@globalsoftwareinc.com and we’ll address this issue right away! ### 21. Effective tool for the communication of financial figures through Excel **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** May 31, 2018 **What do you like best about Spreadsheet Server by insightsoftware?** The software is based in Excel which is a familiar tool in the finance industry. IT allows users to combine what they know with the new tools available to report effectively. **What do you dislike about Spreadsheet Server by insightsoftware?** Setup can be a bit challenging, however, that is dependent on the systems environment that the business operates with. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Allowing for efficient reporting out of a database in SQL. **Official Response from Dawn Christine Jonckowski:** > Thank you for sharing your feedback! We love hearing how Spreadsheet Server is positively impacting reporting and work environments. Be sure to log in to globalsoftwareinc.com and download the latest version of Spreadsheet Server, version 14.7, for peak performance and other great benefits. ### 22. Spreadsheet Server Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2018 **What do you like best about Spreadsheet Server by insightsoftware?** How easily you can pull the data you are looking for once you learn how to use it. **What do you dislike about Spreadsheet Server by insightsoftware?** Takes a bit of time learning how to use it. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Spreadsheet server allows you to pull in different types of data all into one report. **Official Response from Dawn Christine Jonckowski:** > We appreciate you taking the time to share your experience! We offer a lot of resources to help Spreadsheet Server users fully integrate and appreciate their new software. Log in to the customer portal at www.globalsoftwareinc.com to access all of our resources, including training documents and recorded webinars. ### 23. The missing link for any Viewpoint User. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2018 **What do you like best about Spreadsheet Server by insightsoftware?** Ease and access for reporting for Viewpoint Modules lacking in reports **What do you dislike about Spreadsheet Server by insightsoftware?** Having to buy licenses individually as opposed to bundles **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Better reporting from Viewpoint **Official Response from Dawn Christine Jonckowski:** > Thank you for your feedback! It’s great to hear how Spreadsheet Server has augmented your Viewpoint reporting. We’d love to hear more about your license bundle idea. Please feel free to email us at customersuccess@globalsoftwareinc.com to share more thoughts. ### 24. Spreadsheet Server installation in Citrix **Rating:** 3.5/5.0 stars **Reviewed by:** Alex K. | IT Manager, Hospital & Health Care, Enterprise (> 1000 emp.) **Reviewed Date:** April 04, 2017 **What do you like best about Spreadsheet Server by insightsoftware?** After the software is setup and configured, it works relatively well and can pull data from SAP (in our case) faster than other solution we have in place. Tested using Excel 2013 and 2016 64bit. **What do you dislike about Spreadsheet Server by insightsoftware?** Configuration requires a separate server for segment lists and XML configs. Typically, if there is an error with pulling the data through SS, it is not feasible to fix it without calling the support.In order to keep track of users, I had to build not only AD groups but also create a spreadsheet with license numbers as it is required to re-use licenses if users are added/removed. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** SS is used in our organization to pull data from SAP and make it available and easy to operate for users in standard Excel format.Generally, it gives an ability to end-users to retrieve datasets without remembering codes for SAP transactions and also due to security requirements it use usually not possible to give external users access to SAP directly. In this case, SS serves its purpose really well. **Official Response from Dawn Christine Jonckowski:** > Thank you for your review. Feedback like this is invaluable to us enhancing and strengthening the Spreadsheet Server offering! A number of the items you mentioned in your review have been addressed in our latest release of Spreadsheet Server V 14.6. We’ve received very positive feedback on this enhanced capability. Please reach out to your customer success representative for more details or email customersuccess@globalsoftwareinc.com. We appreciate your partnership…our success is your success! ### 25. A very helpul tool that minimizes effort and time. **Rating:** 3.0/5.0 stars **Reviewed by:** Sneha A. | SAP Business Analyst, Biotechnology, Mid-Market (51-1000 emp.) **Reviewed Date:** January 04, 2018 **What do you like best about Spreadsheet Server by insightsoftware?** I like that in spreadsheet serve you can optimize your work time. **What do you dislike about Spreadsheet Server by insightsoftware?** I dislike that there are some hard coded options that I cannot change. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Helps to run ERP data directly onto spreadsheets ### 26. Easy to use and be able to provide up to date information in a timely manner **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2017 **What do you like best about Spreadsheet Server by insightsoftware?** be able to create reports by project, by account, by funds, etc. for prior and current years **What do you dislike about Spreadsheet Server by insightsoftware?** Sometime performance; when selecting unique combinations **Recommendations to others considering Spreadsheet Server by insightsoftware:** not at this time **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Create P&L and BS reports in detail to explain variances per line item in P&L and BS reports. In addition, be able to provide monthly financial results to CFO. ### 27. Experienced User Since 2009 **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.) **Reviewed Date:** December 09, 2016 **What do you like best about Spreadsheet Server by insightsoftware?** The best part of Spreadsheet Server is the live drill down to the GL database! With these results, one can then leverage the power of Excel to create any report desired. The possibilities are endless! **What do you dislike about Spreadsheet Server by insightsoftware?** There is absolutely nothing I don't like about this software!! **Recommendations to others considering Spreadsheet Server by insightsoftware:** There are multiple uses for this product. For the price, the convenience can't be beat. Just going after account balances in Excel was enough to sell us on this product. Now it has become our replacement financial statement presentation tool, while we are in a period of transition to a new ERP system. We can pull live results from both general ledger systems, the legacy and the new system on the same spreadsheet! **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** We are using the Spreadsheet Server for so many applications! Currently, the two biggest uses are for presenting our corporate financials and also for audit work papers. **Official Response from Dawn Christine Jonckowski:** > Thank you for taking the time to provide a review! We are very happy to hear that Spreadsheet Server is exceeding your expectations! ### 28. Complicated but works **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Enterprise (> 1000 emp.) **Reviewed Date:** January 19, 2017 **What do you like best about Spreadsheet Server by insightsoftware?** Once a Spreadsheet Server report is created it is a great, easy and effective way to pull GL balances from our financial system. I can also take one that is created, copy it then edit it to make a new report. For me, it is a quick way to get balances to multiple GL accounts at one time. Sometimes I use it for journal entries, sometimes it's for Overhead Reporting, and sometimes it's just to validate other reports. It's very useful! **What do you dislike about Spreadsheet Server by insightsoftware?** Within my organization, Spreadsheet Server does not work for our balance sheet accounts as it only pulls the current month balance and balance sheet reports should be a cumulative balance. Of course we can work around this; it's just more work. Also, the initial creation of a spreadsheet server report is complicated. The formulas are long! **Recommendations to others considering Spreadsheet Server by insightsoftware:** Get training! **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** I use Spreadsheet server to gather data for monthly journal entries, Overhead Reports, Account Analysis, and many other things in my compay. **Official Response from Dawn Christine Jonckowski:** > Feedback like this is invaluable to us in enhancing and strengthening the Spreadsheet Server offering! We would love to help address these items for you! Please contact customersuccess@globalsoftwareinc.com ### 29. Why don't you have this yet?? **Rating:** 5.0/5.0 stars **Reviewed by:** Sonya R. | Executive Director of Financial Reporting, Hospital & Health Care, Enterprise (> 1000 emp.) **Reviewed Date:** December 09, 2016 **What do you like best about Spreadsheet Server by insightsoftware?** The ease of use and the prompt attention of the Global Helpdesk when I need assistance! Global Software has excellent customer support! **What do you dislike about Spreadsheet Server by insightsoftware?** My limitations in my day to not learn more uses for this product! **Recommendations to others considering Spreadsheet Server by insightsoftware:** Product pays for itself! It's been a life changer for our general ledger team! Finding new uses for this all the time! **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Automation of reports - Reports were manual prior Accuracy in numbers - Previous reports subject to human error Allowed for consistency in data pulls - Multiple users previously pulled data from various methods and sources Virtually eliminated need to pull data from multiple programs - Previously had to switch between 2 data programs Efficiency gained - Prior reports that took hours, now take minutes **Official Response from Dawn Christine Jonckowski:** > Thank you for your detailed review Sonya! We are very pleased to hear about your positive experience with Spreadsheet Server and appreciate your partnership! ### 30. Business Analyst **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** July 13, 2017 **What do you like best about Spreadsheet Server by insightsoftware?** My favorite thing is that it is in excel and easy to use **What do you dislike about Spreadsheet Server by insightsoftware?** It can be very slow sometimes. I wish report creating were a bit simpler/more intuitive **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** Ease of reporting, better information faster with more accuracy **Official Response from Dawn Christine Jonckowski:** > Thanks for your feedback! We’re excited to see that you love Spreadsheet Server. Our latest release of Spreadsheet Server 14.6.2 includes upgraded performance that should address your speed concerns. We’ve heard rave reviews on this enhanced capability! Please reach out to your customer service representative for more details or email customersuccess@globalsoftwareinc.com. We appreciate your partnership and appreciate you taking the time to share your experience. ### 31. Very practical and useful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2017 **What do you like best about Spreadsheet Server by insightsoftware?** Spreadsheet server has been a time saver for our company. It pulls directly from our ERP system and provides the information you need in excel. A significant portion of our management report is created by spreadsheet server. **What do you dislike about Spreadsheet Server by insightsoftware?** At times it can be very slow when trying to refresh or update the information. Also, if you are not familiar with the formulas it can be a bit confusing. For the most part it has only been a benefit for our company. Overall, I still recommend. **What problems is Spreadsheet Server by insightsoftware solving and how is that benefiting you?** It has helped us to be more efficient with our reporting. There are drill down capabilities that allow us to analyze data much quicker. **Official Response from Dawn Christine Jonckowski:** > Thank you for your review. We are always interested in learning more about your experience with Spreadsheet Server. Our team has just issued a new release, V 14.6, which should significantly improve your load time. We’ve received very positive feedback on this enhanced capability. Please reach out to your customer success representative for more details or email customersuccess@globalsoftwareinc.com . Thank you, The Spreadsheet Server Team ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-13+03%3A23%3A37+-0500&secure%5Bsession_id%5D=3bcdef68-d7fc-4451-aa1d-1cb92930fbc4&secure%5Btoken%5D=2abd6595499bf1fb4d370d8aae5ffdcb8425e407256dc41ac18ad02acadab33f&format=llm_user) ## Spreadsheet Server by insightsoftware Integrations - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [NetSuite](https://www.g2.com/products/oracle-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 (361 reviews) - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - 4.5/5.0 (2,131 reviews)