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Spreadsheet Server Logo

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Connect your ERP to Excel in real-time for Finance reporting

(5)

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Spreadsheet Server Features

Features Summary

Functionality

4.5

/5

82

Total features

37

4 categories

Spreadsheet Server features

Accounts Payable
Accounts Receivable
Ad hoc Reporting
Audit Trail
Bank Reconciliation
Billing & Invoicing
Budgeting/Forecasting
Cash Management

Common features of Reporting software

API
Access Controls/Permissions
Activity Dashboard
Ad hoc Query
Ad hoc Reporting
Alerts/Notifications
Audit Management
Collaboration Tools

Price starts from

ic-pricetag

No pricing info

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.5

/5

82

Price starts from

ic-pricetag

No pricing info

Total Features

37

Unique features

  • Data Connectors

  • Charting

  • Marketing Reports

  • Scheduled/Automated Reports

Functionality

4.4

/5

20.2K

Price starts from

1922

Per year

Total Features

199

Features in Common

24

Unique features

  • Vendor Management

  • Activity Dashboard

  • Collaboration Tools

  • Multi-Location

Functionality

4.2

/5

6.6K

Price starts from

30

Per month

Total Features

172

Features in Common

27

Unique features

  • Accrual Accounting

  • Consumer Use Tax

  • Progress Reports

  • Core Accounting

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Spreadsheet ServervsQuickBooks Online

Reviewers who mentioned features said:

AJ
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Ahmed J.

Information Technology and Services, 5,001-10,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Easy to use and to generate reports

Reviewed 2 months ago
Pros

Easy to use and to generate reports in Accounting and Finance department

Cons

Performance issue sometimes during reports

RK
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Rahul K.

Computer & Network Security, 11-50 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Spreadsheet Server Review

Reviewed a month ago

Overall I had a great experience using Spreadsheet Server. We have used Spreadsheet Server from last several years and have implemented to many of our customers. Although it is not a advance analytics and reporting tool but this is really handy for organizations which are depended upon excel and want ERP connectivity

Pros

- 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

Cons

- 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

MS
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Matt S.

Used monthly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Great tool for connecting to databases and running reports

Reviewed 7 years ago
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.

Vendor response

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 customersuccess@globalsoftwareinc.com . Thank you, The Spreadsheet Server Team

jg
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joseph g.

Real Estate, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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This tool is great for saving time and creating efficient workflow

Reviewed 3 months ago
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.

DO
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David O.

Construction, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Spreadsheet server user review

Reviewed 2 months ago
Pros

Excellent tool for financial reporting!

Cons

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

pg
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phil g.

Hospital & Health Care, 1,001-5,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Effective Tool to Automate Financial Reporting

Reviewed 2 months ago
Pros

Helped provide a data link from our ERP into Excel. Similar to other Excel add-ins, this allowed us to customize reports in ways that were not availiable within the ERP. Efficient and effective.

Cons

Refreshing data during the close process can be timely.

BS
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Brad S.

Construction, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Easy to use Spreadsheet Server

Reviewed 2 months ago
Pros

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

Cons

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

RR
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Ramy R.

Airlines/Aviation, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A great tool for reports!!

Reviewed 2 months ago
Pros

accounting team mostly used for generating reports..

Cons

Process of installing is a bit confusing.

TK
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Tony K.

Construction, 201-500 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Very good financial reporting.

Reviewed 2 months ago

Still learning but very impressed so far.

Pros

Very fast, very flexible, good support..

Cons

Some minor bugs, documentation could be improved.

AT
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Amy T.

Government Administration, 51-200 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Spreadsheet Server Review

Reviewed 2 months ago

Overall, we like the product. If the expenditure reports could run faster, we would have a greater love for the product.

Pros

The best thing about Spreadsheet Server is the ability to utilize excel to build our reports. We love that we have the ability to add graphs and prior year information to our reports for trends and ratios. In addition, we can add multiple tabs with more detailed 'drill down' data that provides the detail needed for analytics.

Cons

The most difficult part of spreadsheet server is the amount of time it takes to run our reports. We have multiple departments in our organization and running the expenditure reports for all of these departments takes more time than it should.

HP
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Honey P.

Insurance, 10,001+ employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Timely financial reports

Reviewed 2 months ago

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

sv
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syamala v.

Construction, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great product

Reviewed a month ago
Pros

AI capabilities and fast reporting capabilities.

Cons

Gets disconnected very often next to reconnect every now and then

GB
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Gary B.

Plastics, 201-500 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Insight Spreadsheet Server for financials

Reviewed 2 months ago

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.

sz
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sophie z.

Accounting, 1,001-5,000 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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It is easy to use spreadsheet Server

Reviewed 2 months ago
Pros

it is very good to build accounting report, save stuff's time

Cons

sometimes we receive a software update continues and always need to get update.

AR
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Verified reviewer

Utilities, 201-500 employees

Used monthly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Spreadsheet server for data comparisons and dashboards

Reviewed a year ago

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.

CC
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Carlos C.

Government Administration, 1,001-5,000 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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SpreadSheet Server for financial reporting

Reviewed a month ago
Pros

It quickly pulls financial data without us having to log into ERP , allows for easier collaboration,

Cons

it is a bit complex, installation can be a bit involved.

SB
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Scott B.

Civil Engineering, 51-200 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Timely financial information

Reviewed 2 months ago
Pros

Fast and accurate data collection from software.

Cons

Creating your own queries can be complicated.

KU
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Karan U.

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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A good value for money. Highly recommend!

Reviewed 7 years ago

I am extremely satisfied with this software. It is helpful in creating complex reports and data analysis.

Pros

This software uses ERP live data with Microsoft Excel. You can easily create spreadsheets, has advanced filter options and what not.

Cons

No cons were added to this review

BR
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Brenda R.

Real Estate, 51-200 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Intial Review

Reviewed a month ago
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.

GO
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Gail O.

Retail, self-employed

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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SS Server

Reviewed 5 years ago

We built quite a few reports but it took fewer than our old system due to ability to run them various ways.

Pros

Distribution scheduler allows you to schedule them during off hours

Cons

Slow to build reports, slow running really large reports

JL
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James L.

Wholesale, 10,001+ employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Self Service Reporting

Reviewed 2 months ago

We have been very happy with Spreadsheet Server and have completely replaced Financial Reporting Studio. The speed with which we can issue reports, modify financials, or create new reports/analysis has greatly improved by using Spreadsheet Server.

Pros

Spreadsheet server gives the control of report writing to accountants all within native Excel that we are all familiar with. Implementation was simple and quick and involved very little IT support. The tool is simple to use and only required a few hours of training to get everyone started on building their own reports.

Cons

With Oracle Cloud our Oracle tables have to be replicated to a separate server. This means reporting isn't real time (but it is close).

MV
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MERIT V.

Wholesale, 11-50 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Spreadsheet Server Saves Time and is Easy to use.

Reviewed 2 months ago

Spreadsheet server is easy to use and refreshes my data immediately. I love all the options I have, I can access any GL data I choose. I'm able to build all of my financial statements, budgets, and financial ratios in one file and it updates effortlessly from period to period.

Pros

I spend less time mining data and more time analyzing the data. I use this for financial reporting and budgeting and any scenario I can think of or want to analyze, I'm able to build it into my spreadsheet and have it update the data based on the period I want to analyze.

Cons

My only drawback is occassionally Spreadsheet Server loses a connection to my data and I have to contact support for a reboot. Which isn't inconvenient during the week, but support is not able to assist me on the weekends.

AM
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Annette M.

Civil Engineering, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great Product

Reviewed 2 months ago

Good experience just wish when adding new functionality it wasn't so complicated.

Pros

Once you set up your spreadsheets this is a great tool that is able to give real time data in the formats we want to us. We are on Deltek VantagePoint and this is next level for creating our graphs and tracking financial performance.

Cons

Getting a new computer can be time consuming for the setup. Adding functionality like budgets can also be a bit time consuming

TH
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Tim H.

Telecommunications, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Powerful Reporting and Analytics Tool

Reviewed 2 months ago
Pros

The ease in which I can create reports and do on the fly analysis.

Cons

There isn't much. The only drawback is change control. Since it is an add-in to Excel, anyone can go in and change a report. Also, you have to touch every report if a change is made. This is definitely a minor drawback, as there are ways to implement controls.

JD
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Jeff D.

Insurance, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Very useful for our needs

Reviewed 2 months ago

I have been using Spreadsheet Server for almost 17 years and find it one of the most valuable softwares I have purchased. It allows for almost real-time changes to reports (with a cloud based GL you do have to refresh the data warehouse, but for us that is less than 5 minutes) and the ability to create ad-hoc reporting and drilldowns for researching issues is incredibly fast and easy to do.

Pros

Easy to use at any level of excel knowledge. The drilldown function is invaluable to us for doing ad hoc queries and research on account values. It is also very useful to be able to create reporting on the fly for senior management, pulling in only data they want to see and analyze.

Cons

Depending on the size of the excel file, number of columns and number of worksheets it can take a while to refresh the data when you first open it up. Once the data has refreshed though, making changes is instantaneous.