90%
Generate reports in record time
Spreadsheet Server
Connect Your ERP to Excel for Real-Time Financial Reporting
Save Time Up 90% - Avoid manual processes and connect your financial reports to 140+ ERPs in Excel for faster month-ends and drill-downs.
Self-Service Reporting - Empower Users to break down data silos and create custom reports for faster Data Analysis Across Multiple ERPs.
No IT Reliance - Automate the export, implementation, and formatting of data for routine reports and eliminate the need for IT support.
See for yourself why over 500K+ users are using insightsoftware to draw instant data insights, react swiftly to market changes, and outpace their competition
4.5
Based on980+reviews
“In any type of reporting, you always need to QA. I don’t take it for granted that we have greater output, and more accurate end…
4.5
Based on980+reviews
The simplicity of setting up the template makes it a very user-friendly tool. I like that I can quickly change a few parameters and pull…
4.5
Based on980+reviews
With Spreadsheet Server, we’re accomplishing things we’ve never done before.
Data Sources
Sage
Yardi
Viewpoint
Visma
Deltek
Netsuite
Aptean
Epicor
Infor
IQMS
MRI Software
Lawson
Oracle ERP
PeopleSoft
SAP Business One
Workday
Boost Efficiency by Leveraging Excel: Finance's Favorite Tool
AI-Powered Financial Intelligence
Transform your Office of the CFO with Lineos AI intelligent automation that streamlines workflows, surfaces hidden trends, and delivers context-aware recommendations. Get instant answers with Doc Assist and real-time analysis with Data Assist, empowering smarter decisions.
Intuitive Microsoft Excel Add-In
Gain access to live data directly within Excel, transforming your financial reporting into a real-time process. This capability significantly shortens month-end closing periods and accelerates data refresh rates. The integration also empowers you to conduct ad hoc inquiries and detailed drill-downs with ease.
Deep Level Drill-Downs
Spreadsheet Server helps you drill down into the details and includes access to journals, payables, receivables, and more - all from Excel. Avoid exporting data and manually making reports when you can drill down easily to sub-ledger detail.
Save Time and Accelerate Decision-Making
5Minutes
Financial at your fingertips
135Hours
Per month saved
Cut Down on Data Preparation Time
Spreadsheet Server delivers a range of ready-to-use, finance-specific reports tailored for diverse industries and functional areas, streamlining data access and decision-making.
Balance Sheets
Profit and Loss Statement
Cash Flow Statement
Accounts Payable KPIs
Sales Reporting
Project Management Reporting
Accounts Payable and Receivable
Income Statements
Dashboard Visualizations
