Spreadsheet Server by insightsoftware Reviews (81)

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Spreadsheet Server by insightsoftware Reviews (81)

4.4
81 reviews

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Generated using AI from real user reviews
Users consistently praise the ease of use and flexibility of Spreadsheet Server, highlighting its ability to generate customized financial reports directly within Excel. Many appreciate the quick access to real-time data, which enhances decision-making and streamlines reporting processes. However, some users note that performance can be slow when handling large datasets.

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Brandon H.
BH
Brandon H.
Business Operations Analyst
Small-Business (50 or fewer emp.)
"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.

Verified User in Wholesale
AW
Verified User in Wholesale
Mid-Market (51-1000 emp.)
"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.

David A.
DA
David A.
Cyber Security Analyst (NYSC Intern)
"Effortless Report Automation, Highly Recommended"
4.5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

nothing so far Review collected by and hosted on G2.com.

Verified User in Sporting Goods
AS
Verified User in Sporting Goods
Enterprise (> 1000 emp.)
"very helpful reporting tool"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Real Estate
AR
Verified User in Real Estate
Mid-Market (51-1000 emp.)
"Great tool for forecasting!"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

DR
Daniel R.
Chief Financial Officer
Mid-Market (51-1000 emp.)
"Lightweight and flexible reporting tool"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

KB
Kate B.
Mid-Market (51-1000 emp.)
"Spreadsheet Server for Budgeting and Financial Statements"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

JL
James L.
Enterprise (> 1000 emp.)
"Take Control of your Reporting"
4.5/5
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. Review collected by and hosted on G2.com.

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). Review collected by and hosted on G2.com.

BS
Brian S.
Mid-Market (51-1000 emp.)
"Spreadsheet Server - Financial Statement Flexibility"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Spreadsheet Server by insightsoftware?

I have no complaints. For us, Spreadsheet Server hits the spot. Review collected by and hosted on G2.com.

RK
Rahul K.
Small-Business (50 or fewer emp.)
"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.