Spreadsheet Server

Spreadsheet Server

Financial reporting solution for linking ERP data into Excel

4.3/5 (13 reviews)

Spreadsheet Server Overview

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.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Spreadsheet Server Reviews

Overall rating
4.3/5
85% positive reviews
7
Excellent
4
Very good
1
Average
1
Poor
0
Terrible
Donald M.

Low cost; easy to use; effective reporting solution

Used Daily for 2+ years
Reviewed on 2017/08/11
Review Source: Capterra

Replaced all our financial related reporting; very flexible and easy to train new users

Pros

Excel based; relatively easy to learn; works out of the box with simple install; has replaced all our internal financial and management reporting

Cons

Conflicts with some other Excel add-ons; occasional issues with some users and PCs; custom GL doesn't have all the features of a standard GL version

Response from Global Software

Thanks for your feedback, Donald! We appreciate learning more about our users¿ experiences. Our recent update, Spreadsheet Server 14.6.4, includes several enhancements. Contact us at [email protected] to upgrade today!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Karl S.

I use Spreadsheet Server only twice a year but at those times it's critical.

Used Other for 2+ years
Reviewed on 2017/06/01
Review Source: Capterra

Because Spreadsheet Server is connected to our general ledger, when we enter a journal entry we get immediate updates in the financial statements.

Pros

Spreadsheet Server is critical in allowing us to produce financial statements that are integrated into our financial software.

Cons

Our financial statements contain many tables and schedules. Because of this, Spreadsheet Server has to look into almost every general ledger account in our system. This results in an initial load time each day of approximately 15-20 minutes. Excel is unavailable for any other use during that time.

Response from Global Software

Thank you for your review! We are happy to hear that Spreadsheet Server is such a critical part of your financial reporting environment! 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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Vaibhav M.

A neat spreadsheet for you detailed reports

Used Weekly for 1-5 months
Reviewed on 2018/12/24
Review Source: Capterra

Pros

We had a very peculiar situation where we wanted to make sure that all the data from our project development team, testing team, product implementation team and finally QA team would be on same page and would deliver the product to consumer as required, but the biggest task was how to get 10 different people living across the globe and sharing the same spreadsheet, so we searched and found out Spreadsheet server, that gave instant solution to our long lingering problem. As the same spreadsheet was used to collect and replay the data, it was easy enough to be accurate and to hunt down in case of discrepancy. Super joyed with the software

Cons

There are lot many layers created in the software to "Drill down"to get the results, once you are used to that, you feel it easy. But getting used to the same takes some time and then you can generate reports as required

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Ayushi M.

Amazing accounting tool. Recommend.

Used Daily for 1-5 months
Reviewed on 2017/08/08
Review Source: Capterra

Pros

SpreadSheet server seamlessly integrates live ERP data directly into Excel. It generates various account based reports that are flexible as per need.

Cons

Needs minor improvements and few bug fixes. Other than that it is a good software. I would recommend it.

Response from Global Software

Thanks, Ayushi! We¿re happy to see that Spreadsheet Server is working so well with your ERP data. Our latest update, Spreadsheet Server 14.6.3, includes several enhancements. Contact us at [email protected] to upgrade today!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Ray B.

We use this product as a replacement for Oracle FSG reports for departmental and location reporting.

Used Daily for 1-5 months
Reviewed on 2017/08/11
Review Source: Capterra

Reporting times dropped from 3 to 4 days to overnight.

Pros

The product offers great flexibility, looks at the live data and all hierarchies. Distribution Manager and Profile Scheduler really enhance the reporting functionality.

Cons

Performance is slow particularly for transaction based reports. Updating to the very latest software was of great help but we had to move the transactions to a table for quicker queries. This allowed reports to be able to complete overnight (around 8 hours) but we are limited to only a periods worth of data at a time for transaction based reports.

The translated ledgers are not currently working but consolidation ledger are so not a top priority but something to fix in the future.

Response from Global Software

Thanks for your thoughtful response, Ray. We¿re happy to hear that you are experiencing success with your reporting times. We have an even more recent update for you, Spreadsheet Server 14.6.4, which includes more enhancements. Contact us at [email protected] to upgrade today!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10

Spreadsheet Server Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Contact Global Software for general information and to request a live demo and pricing information.

Spreadsheet Server Features

  • Data Import/Export
  • Financial Analysis
  • Real Time Data

  • API
  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Auditing
  • Automatic Notifications
  • Billing & Invoicing
  • Compliance Management
  • Customizable Reporting
  • Electronic Payments
  • Expense Tracking
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for Spreadsheet Server

Key features of Spreadsheet Server

  • Ad hoc reports
  • Automation
  • Charting
  • Collaboration
  • Data export
  • Data querying
  • Data source connectors
  • Database integration
  • Distribution Manager
  • ERP integration
  • Excel integration
  • Financial analysis
  • Financial reports
  • General ledger
  • Inventory management
  • Marketing reports
  • Microsoft Excel integration
  • Purchase orders
  • Query designer
  • Real time data
  • Real time reporting
  • Sales reports
  • Scheduled / automated reports

Benefits

  • Spreadsheet Server is a modular-based reporting solution that automatically pulls live ERP data directly into a Microsoft Excel spreadsheet.
  • The solution allows users to generate reports from live data within Excel, leveraging their own custom queries or those available from the system database.
  • QueryExchange component is an online repository of selected queries that users can download, featuring the SmartPak tool for grouping pre-configured queries together.
  • QueryDesigner promises an intuitive method for creating and maintaining custom queries over a relational database, before combining them with any pre-configured ones inside the same single spreadsheet or workbook.
  • An integrated Distribution Manager automates the scheduling of report distribution from inside the Excel environment itself, making common sharing tasks more accessible and efficient.
  • Spreadsheet Server FAQs

    Below are some frequently asked questions for Spreadsheet Server.

    Q. What type of pricing plans does Spreadsheet Server offer?

    Spreadsheet Server offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Not Available

    Contact Global Software for general information and to request a live demo and pricing information.

    Q. What are the main features of Spreadsheet Server?

    Spreadsheet Server offers the following features:

    • Ad hoc reports
    • Automation
    • Charting
    • Collaboration
    • Data export
    • Data querying
    • Data source connectors
    • Database integration
    • Distribution Manager
    • ERP integration
    • Excel integration
    • Financial analysis
    • Financial reports
    • General ledger
    • Inventory management
    • Marketing reports
    • Microsoft Excel integration
    • Purchase orders
    • Query designer
    • Real time data
    • Real time reporting
    • Sales reports
    • Scheduled / automated reports

    Q. Who are the typical users of Spreadsheet Server?

    Spreadsheet Server has the following typical customers:

    Large Enterprises, Mid Size Business

    Q. What languages does Spreadsheet Server support?

    Spreadsheet Server supports the following languages:

    English

    Q. What type of pricing plans does Spreadsheet Server offer?

    Spreadsheet Server has the following pricing plans:

    Subscription

    Q. Does Spreadsheet Server support mobile devices?

    We do not have any information about what devices Spreadsheet Server supports

    Q. What other apps does Spreadsheet Server integrate with?

    Spreadsheet Server integrates with the following applications:

    Blue Link ERP, Infor ERP, Microsoft Dynamics SL, Microsoft Excel, NetSuite, Oracle JD Edwards EnterpriseOne, SAP Business One, Sage 500, Viewpoint

    Q. What level of support does Spreadsheet Server offer?

    Spreadsheet Server offers the following support options:

    Phone Support