insightsoftware Spreadsheet Server Overview

Spreadsheet Server™ provides real-time reporting in Excel, connecting to over 140 ERPs. Quick data access is delivered efficiently by insightsoftware.

Use Cases

Customers recommend Proposal & Quote Management, Distribution Management, Performance Management, as the business use cases that they have been most satisfied with while using insightsoftware Spreadsheet Server.

Other use cases:

  • Onboarding
  • Helpdesk Management
  • Order Management
  • Workflow Management
  • Lead Qualification
  • Social Media Analytics
  • Generation Of New Leads
See all use cases See less use cases

Business Priorities

Acquire Customers is the most popular business priority that customers and associates have achieved using insightsoftware Spreadsheet Server.

insightsoftware Spreadsheet Server Use-Cases and Business Priorities: Customer Satisfaction Data

insightsoftware Spreadsheet Server works with different mediums / channels such as Website.

insightsoftware Spreadsheet Server's features include Dashboard, Personalization, and Templates. and insightsoftware Spreadsheet Server support capabilities include 24/7 Support, Email Support, Chat Support, etc. also insightsoftware Spreadsheet Server analytics capabilities include Analytics, and Custom Reports.

Reviews

"...The ease of use and the prompt attention of the Global Helpdesk when I need assistance!..." Peer review by Sonya R., Hospital & Health Care

Peer review evidence (same sources as the product rating summary)

"...Spreadsheet Server also aids the sharing of reports by bringing popular workflow operations into Excel, via the Distribution Manager...." Peer review
"...The ability to use the distribution manager in order to present data without Spreadsheet Server functions...." Peer review by Tamika Williamson, CPA, Senior Accountant / Financial Analyst, North American Breweries, Inc.
"EZLease helped Paul Mueller Company manage lease accounting for ASC 842 compliance. The company struggled with manual spreadsheets and audit delays due to complex international leases. EZLease automated reporting, disclosures, and bulk uploads, making lease management simple. Now, two people close the books in hours instead of days, saving at least two days of work each month. The process is remote and meets all compliance needs." https://insightsoftware.com/customer-stories/paul-mueller-case-study/

Popular Business Setting

for insightsoftware Spreadsheet Server

Top Industries

  • Construction
  • Food & Beverages
  • Retail

Popular in

  • Mid Market
  • Enterprise
  • Large Enterprise

insightsoftware Spreadsheet Server is popular in Construction, Food & Beverages, and Retail and is widely used by Mid Market, Enterprise, and Large Enterprise.

insightsoftware Spreadsheet Server Customer wins, Customer success stories, Case studies

What solutions does insightsoftware Spreadsheet Server provide for Proposal & Quote Management?

How can insightsoftware Spreadsheet Server optimize your Distribution Management Workflow?

What solutions does insightsoftware Spreadsheet Server provide for Performance Management?

How can insightsoftware Spreadsheet Server optimize your Onboarding Workflow?

How can insightsoftware Spreadsheet Server enhance your Helpdesk Management process?

18 buyers and buying teams have used Cuspera to assess how well insightsoftware Spreadsheet Server solved their business needs. Cuspera uses 760 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

 

French Finance Teams Use Sophisticated Planning Tools To Redefine Cost Models

French finance teams are leveraging insightsoftware's advanced financial planning tools to navigate complex regulatory environments, including the EU's Carbon Border Adjustment Mechanism. These tools... enable real-time tracking of carbon costs, compliance monitoring, and scenario-based planning, integrating environmental metrics with financial models. Companies using these capabilities gain a competitive edge by efficiently managing regulatory challenges and optimizing operations.

Read on →
 

Vienna BioCenter Core Facilities - Biotechnology - Small

Vienna, Austria

Power ON helped Vienna BioCenter Core Facilities replace slow, error-prone Excel planning with a cloud-based solution in just 10 days. The finance team now completes quarterly forecasts in days inste...ad of weeks. They eliminated delays and manual fixes, freeing up time for deeper analysis. Decision makers get faster, more accurate reports and insights. The new system supports collaboration and easy access through Power BI and Excel.

 

Van Hessen - Food & Beverages - Small

Rotterdam, Netherlands

Van Hessen used Hubble and CXO from insightsoftware to cut IT workload by 10%. The finance team now creates and edits its own reports without IT help. Hubble works directly with their J.D. Edwards ER...P system. CXO gives live figure analysis and strong visualizations. The company met strict global regulations and improved reporting speed. Training took just two weeks, and finance teams quickly became self-sufficient.

 

Thomas Wellness Group - Entertainment - Small

Madrid, Spain

Jet Reports helped Thomas Wellness Group automate reporting and streamline operations. The company replaced manual processes with automated reports, saving 3,500 Euros per year and 15 hours per month... in operations. Finance, sales, and operations teams now access real-time data and create custom reports without IT help. Jet Reports improved productivity and reduced errors across the business. Staff can now focus on core activities instead of manual tasks.

 

SLAM - Engineering - Medium

Glastonbury, USA

Bizview helped SLAM cut budgeting season by 53% and rolling forecast time by 67%. SLAM needed a solution that integrated with Deltek ERP for faster, more accurate planning. Bizview provided real-time... data access and Excel-like tools, making budgeting easy. The implementation was smooth, with strong support from insightsoftware. SLAM now completes budget tasks in less than half the time, improving planning efficiency and decision-making.

 

Stephen F. Austin State University - Education - Medium

Nacogdoches, USA

Spreadsheet Server helped Stephen F. Austin State University cut employee workload by 25%. The university saved up to 100 reporting hours each year. Staff no longer need to re-key data or rely heavil...y on IT for reports. They automated up to 100 reports and gained access to real-time information. Custom, interactive reports improved financial and education data analysis.

Frequently Asked Questions(FAQ)

for insightsoftware Spreadsheet Server

What are the top features of insightsoftware Spreadsheet Server?

Dashboard, Personalization and Templates are some of the top features of insightsoftware Spreadsheet Server.

Who uses insightsoftware Spreadsheet Server?

insightsoftware Spreadsheet Server is used by Construction, Food & Beverages and Retail among other industries.

Where is insightsoftware Spreadsheet Server located?

insightsoftware Spreadsheet Server is headquartered at 3301 Benson Dr, Raleigh, North Carolina 27609, US.
lightning

Peers used insightsoftware Spreadsheet Server for proposal & quote management and distribution management

insightsoftware Spreadsheet Server Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.41/5

Read Reviews (16)
Custom Reports

4.32/5

Read Reviews (220)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.41/5

Read Reviews (16)
Custom Reports

4.32/5

Read Reviews (220)

insightsoftware Spreadsheet Server Integrations

insightsoftware Spreadsheet Server integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export
Data Import

Software Failure Risk Guidance

?

for insightsoftware Spreadsheet Server

Overall Risk Meter

Low Medium High

Top Failure Risks for insightsoftware Spreadsheet Server

insightsoftware News

Product

insightsoftware Erases AI Hallucinations at the Source

Insightsoftware has introduced a new feature to address AI hallucinations in its financial reporting and BI software. This enhancement aims to improve data accuracy and reliability by eliminating errors at the source, ensuring more precise analytics for users.

Awards

insightsoftware Recognized in the 2025 Gartner Magic Quadrant for Financial Planning Software

Insightsoftware has been recognized in the 2025 Gartner Magic Quadrant for Financial Planning Software, highlighting its JustPerform product. This recognition underscores JustPerform's strengths in AI governance, financial planning model design, and AI pricing. The product offers web-based budgeting, planning, and forecasting with an Excel-like interface, supporting finance teams in automating reporting tasks and enhancing decision-making processes.

Product

insightsoftware Launches Simba for Hallucination-Free AI

Insightsoftware has launched Simba Intelligence, an AI semantic platform designed to eliminate hallucinations in AI insights by ensuring data accuracy and traceability. This solution connects AI systems directly to enterprise data, offering flexibility across cloud, on-premises, and hybrid environments. Simba Intelligence aims to address the industry's AI project failures by providing consistent, reliable, and explainable AI outcomes, enhancing insightsoftware's Data + Analytics portfolio.

Product

Insightsoftware unifies semantic layer, governance to aid AI

Insightsoftware has launched Simba Intelligence, a new feature set that integrates a semantic layer with governance and security policies to enhance AI application development. This tool ensures consistent, discoverable data and trustworthy AI outputs by applying semantic definitions and governance directly to enterprise data. Simba Intelligence supports AI initiatives by providing a transparent, business-ready data foundation, addressing common AI project challenges like data inconsistency and quality.

insightsoftware Profile

Company Name

insightsoftware

HQ Location

3301 Benson Dr, Raleigh, North Carolina 27609, US

Social