Spreadsheet Server

4.6 (88)
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Connect your ERP to Excel in real-time for Finance reporting

Overall rating

4.6 /5
(88)
Value for Money
4.5/5
Features
4.6/5
Ease of Use
4.5/5
Customer Support
4.7/5

97%
recommended this app
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88 Reviews

Verified Reviewer
Overall rating
  • Industry: Utilities
  • Company size: 201–500 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Spreadsheet server for data comparisons and dashboards

Reviewed on 2023/08/02

very please with support on getting problems resolve quickly when they do occur

very please with support on getting problems resolve quickly when they do occur

Pros

the ability to customize what I get and how it looks on my report dashboard

Cons

Sometimes very difficult to get installed and working in Excel when really shouldn't be.

JEGANNATHAN
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Ease to Use

Reviewed on 2024/05/07

The reporting tool helps to retrieve the data near real-time for our management reporting & team...

The reporting tool helps to retrieve the data near real-time for our management reporting & team can build report based on own formula & well supported with MS Excel, which is very good.

Pros

User friendly & supported with MS Excel Add-in & near real-time data.

Cons

Initial setup & assigning the license for every individual user, mostly requires SPS support team help for complete the setup. Some intermittent issue.

Matt
Overall rating
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Great tool for connecting to databases and running reports

Reviewed on 2017/06/07

Pros

Great tool for connecting to multiple databases and generating reports with Excel add-in functionality.

Cons

If connecting to multiple databases, report generation is often slow. Can take time running very detailed reports. Can have issues when enabled in Excel when opening a new Excel document.

Response from insightsoftware

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 [email protected] .

Thank you,
The Spreadsheet Server Team

Gary
Overall rating
  • Industry: Plastics
  • Company size: 201–500 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Insight Spreadsheet Server for financials

Reviewed on 2024/04/30

Solid. As noted, I have implemented it in 4 companies as it is easy to learn, very flexible, and...

Solid. As noted, I have implemented it in 4 companies as it is easy to learn, very flexible, and intuitive for Excel users.

Pros

It is intuitive. If you can use Excel, it's an add-in. It is very easy to use and flexible for different formats. I've implemented in in several companies due to the poor or overly complicated reporting software they have used in the past.

Cons

You have to be careful not to have too many tabs with formulas, as it can quickly bog the system down and freeze it. As long as the workbook is not too complex, the refresh works very quickly.

Michael
Overall rating
  • Industry: Real Estate
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great for finance!

Reviewed on 2024/04/30

Pros

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.

Cons

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.

joseph
Overall rating
  • Industry: Real Estate
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

This tool is great for saving time and creating efficient workflow

Reviewed on 2024/04/02

Pros

Spreadsheet server was able to speed up the way our company worked by being able to analyze data in half the time we were able to before. Most of our time was spent compiling the data and we barely had time to analyze it. We are now able to do both in a fraction of the time. Would highly recommend this tool for people who want to get their YARDI data in excel.

Cons

It took a long time to set up because we were going through a 3rd party. This would have been easier to setup if we has someone from spreadsheet server who could have come help our IT do the setup in house instead of over zoom.

Caleb
Overall rating
  • Industry: Education Management
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy to use financial reporting solution

Reviewed on 2024/04/29

Pros

I love the advanced features and the easiness to use of the tool in handling financial reporting which is possible even to non technical members.

Cons

The tool has been flawless and i have not come across any issues

Matthew
Overall rating
  • Industry: Retail
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

SpreadSheet Server Review

Reviewed on 2024/04/19

I've been at two companies and love using the sotware.

I've been at two companies and love using the sotware.

Pros

Ease of use, reliability, and customization.

Cons

Initial implementation is a bit tedious for NetSuite users.

Ashley
Overall rating
  • Industry: Hospitality
  • Company size: 5,001–10,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 7.0 /10

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

Reviewed on 2024/04/01

We have used Spreadsheet server on two accounting platforms successfully. When we moved to NetSuite...

We have used Spreadsheet server on two accounting platforms successfully. When we moved to NetSuite updating our reporting to the new Spreadsheet server formulas was easy and didn't require us to re-build reports. We have a great rep, [sensitive content hidden], who is very reliable and eager to assist with any issues.

Pros

Customizable; Connection to accounting system; Allows for formatting; Based in Excel; easy to understand the formulas

Cons

Adding users can be challenging; Excel add-in makes it quirky.

Campbell
Overall rating
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great Support

Reviewed on 2024/05/02

Pros

I'm on the IT team, and this is primarily used by our accounting team. But they seem to love it!

Cons

The configuration and setup were not intuitive. We were saved by the excellent support we received, which made everything much easier.

T
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Powerful Reporting Tool

Reviewed on 2024/05/02

Pros

Ease of use. [sensitive content hidden] from support was very efficient in getting us up and rolling with the newest version.

Cons

It can be slow when pulling data, performance related issues.

Aleksandra
Overall rating
  • Industry: Food & Beverages
  • Company size: 201–500 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Spreadsheet Server - your friend in excel

Reviewed on 2024/04/10

Pros

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.

Cons

Sometimes it has worse days, especially on month end where there is so much going on at once.

David
Overall rating
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Spreadsheet server user review

Reviewed on 2024/05/01

Pros

Excellent tool for financial reporting!

Cons

Difficult to setup initially, but once setup it works excellently!

Brad
Overall rating
  • Industry: Construction
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy to use Spreadsheet Server

Reviewed on 2024/04/24

Pros

Easy to use, fast access to real-time data.

Cons

Not applicable at this time, need more time to review it.

Honey
Overall rating
  • Industry: Insurance
  • Company size: 10,000+ Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Timely financial reports

Reviewed on 2024/04/29

This is helping us with the time it takes to compile reports. We are now able to compile and...

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.

Pros

Fast and accurate financial information from software. Easy to use to generate reports for accounting and finances.

Cons

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

hale
Overall rating
  • Industry: Industrial Automation
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

general user spreadsheet server

Reviewed on 2024/04/04

Pros

I can see all financial sets easily and breakdown them

Cons

sometimes slow regarding daily performance

ELLEN
Overall rating
  • Industry: Facilities Services
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Taylor Plumbing Friend of Spreadsheet Server

Reviewed on 2024/04/24

Pros

The ease of use and the help I get when I have questions.

Cons

Nothing really. So far it is going very well.

Peter
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 5,001–10,000 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

SpreadSheet Server is a critical tool for our Financial Reporting

Reviewed on 2024/05/01

Pros

Our Finance use this tool for financial reporting and they have been using this for years.

Cons

Don't need any changes for now since it is working well.

Alexia
Overall rating
  • Industry: Consumer Goods
  • Company size: 10,000+ Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 7.0 /10

SpreadSheet Server

Reviewed on 2024/04/09

Pros

- ease of functionality
- can save report pulls, and refresh with the click of a button
- strong and friendly support team to troubleshoot

Cons

- low processing time
- long troubleshooting time

Scott
Overall rating
  • Industry: Civil Engineering
  • Company size: 51–200 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 7.0 /10

Timely financial information

Reviewed on 2024/04/26

Pros

Fast and accurate data collection from software.

Cons

Creating your own queries can be complicated.

Rajesh
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 51–200 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Very Comprehensive and detailed

Reviewed on 2024/04/29

Pros

Mostly used by finance team for report generations. Support from [sensitive content hidden] was very helpful when I needed it.

Cons

Sometimes it is the software sluggish to show the results.

Brenda
Overall rating
  • Industry: Real Estate
  • Company size: 51–200 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Intial Review

Reviewed on 2024/05/06

Pros

Ease of use and looking forward to saving time manually entering data.

Cons

Not sure at this time since we have just started with program.

Lucy
Overall rating
  • Industry: Construction
  • Company size: 201–500 Employees
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Excellent but not user friendly

Reviewed on 2024/05/06

It generate a report just in a click once you have the template set up.

It generate a report just in a click once you have the template set up.

Pros

It helps to create the report exactly the way you want it to be.

Cons

It is not easy to use, probably you have to take their training courses and could spend a fortune.

Mary
Overall rating
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Spreadsheet Server - Make your financial reporting easy and at the push of a button

Reviewed on 2022/10/13

Overall SS has been a benefit and has made our FS visually more appealing. We have been able to...

Overall SS has been a benefit and has made our FS visually more appealing. We have been able to analyze data is so many more ways on a month to month basis. Budgets are now easier to review .

Pros

I like the ease of the product. Before Duggan I had not used Spreadsheet Server. It was easy to learn and manipulate. I have been able to improve and make our financials visually appealing.

Cons

I wish the cost for some of the other features was not so much. We would like to use Spreadsheet Server for WIP but the cost is too much.

kassee
Overall rating
  • Industry: Warehousing
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Spreadsheet Review

Reviewed on 2020/03/15

It helps to keep track of work orders the program manager requests.

It helps to keep track of work orders the program manager requests.

Pros

it makes it easier to perform my job duties. It also helps me to keep track of what workorders i have completed. It also keeps track of what order the installers have left to pick up

Cons

None. i cant think of anything negative to say about this app. This app makes my job easier to perform and wouldnt change anything.