PatientPoint réduit de plusieurs jours la durée de la clôture de fin de mois grâce à Spreadsheet Server

• Month-end close time cut by up to three days.

• Financial reconciliations now cover sub-ledger, general ledger, fixed assets, and accruals.

• Budget-to-actual comparisons and variance analysis now run directly in Excel.

• Identified, traced, and resolved a post-close entry.

As the company grew, Kwame Sarkodie, Director of Financial Reporting, realized that the finance team had to export data manually to perform consolidations and drill into journal entry detail. Getting answers required extra steps. Getting the right answers required even more. PatientPoint needed a faster and smoother process. After implementing Spreadsheet Server from insightsoftware, PatientPoint eliminated manual data exports and streamlined financial consolidations. Sarkodie’s team cut two to three days from their month-end close process and expanded their reporting capabilities. Best of all, the team could continue working in Excel. PatientPoint is a leading digital health company headquartered in Cincinnati, Ohio. The company connects patients, healthcare providers, and life sciences companies with relevant information at the moment care decisions are made.

Sarkodie's core responsibilities are financial reporting and consolidations. His team must pull financial data together across the organization and report on it accurately. Before Spreadsheet Server, that meant exporting data from their ERP, manipulating it externally, and then trying to reconcile everything back to the source. Drilling into journal entry detail to find where corrections needed to come from was a slow, multi-step process. When something looked off, getting to the bottom of it took time the team didn't have. This problem was especially troublesome at month-end. “Consolidations—having the ability to look internally at the journal entry detail level to figure out where did our corrections need to come from, when did our adjustments need to be posted—Spreadsheet Server would definitely help with that,” Sarkodie said. The team evaluated several solutions. The deciding factor was straightforward: everyone on the team already knew Excel.

Other tools were on the table. Tableau came up. Exports to other systems came up. But Sarkodie's team kept coming back to the same question: why force people to learn something new when the right product could meet them where they already were? “Everyone on our team is an Excel user,” Sarkodie said. “Instead of forcing everyone to learn new products, we were like, let's just find a product that works well with our team and the tools that they already know how to use.” After sampling two other solutions, Spreadsheet Server was the clear fit. The GXL and GXE formulas—which pull live, refreshable data directly from ERP into Excel—quickly became the team's most-used features. They can post an entry, refresh the pivot, and the updated workbook is ready for analysis. No manual exports required. Over two years, usage has grown from replicating the balance sheet and profit and loss (P&L) statement to running reconciliations across sub-ledger and general ledger accounts, tracking fixed assets and accruals, and performing budget-to-actual comparisons. And it’s all being handled within Excel, which is familiar to the team.

Onboarding wasn't instant. Sarkodie described the early days candidly: setting up security files and connection files was new territory. The Spreadsheet Server team worked closely with the PatientPoint team to get everything working well within their unique ERP environment. Once past that initial setup, the experience got even better. The product proved itself. And when Sarkodie needed help with ad hoc queries in Query Designer, support was there. Working with insightsoftware support, Sarkodie learned to use Spreadsheet Server’s Query Designer to handle ad hoc queries.

The benefits Spreadsheet Server has brought extend beyond faster month-end close. With a few days freed up from reporting, the team can perform deeper analysis and find process improvements. “I was able to use Spreadsheet Server to quickly identify an incorrect entry, what was the impact, who posted it, and why did they post it,” said Sarkodie. In the process, Sarkodie tracked down a system connection problem that needed fixing. His follow-up resolved a significant issue that might otherwise have taken weeks to surface. That investigative capability has reshaped how the team works day to day. What started as a tool for replicating the balance sheet and P&L statement has evolved into a platform for full-cycle reconciliation—sub-ledger accounts, general ledger accounts, fixed assets, accruals, budget-to-actual comparisons, and variance analysis. The team built a dedicated reconciliation file that checks all accounts and tracks activity within them for each period. “The biggest thing for me as an accountant that has been amazing—reconciling everything to zero. Spreadsheet Server has definitely helped with that,” Sarkodie said.

PatientPoint was acquired by Advent International, a global private equity investor, in 2025 and has a new chief operating officer. With changes at those levels, many companies see new executive reporting requests stream in. Sarkodie isn't worried. He understands exactly how Spreadsheet Server connects to their ERP, including the codes, the language, and the structure. He can build new reports quickly and explain the system to others on the team. Adapting isn't a complex project. It's a matter of deciding what to include and what to exclude. “Having everything laid out in front of you makes transitioning or moving to those types of reports very easy,” Sarkodie said. “Once someone explains how Spreadsheet Server works and then what the layout is in the [general ledger], it just makes the moving pieces flow.”

Two years in, Sarkodie’s recommendation is simple: if your team works in Excel, Spreadsheet Server can help your reporting run more smoothly. “Once everything's set up appropriately based on how your system's set up, it's a wonderful Excel tool,” Sarkodie said. “It's worth it.” See how Spreadsheet Server can connect your ERP data to Excel in real time and give your team the visibility to close faster and reconcile with confidence.