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insightsoftware
insightsoftware’s financial reporting solutions are easy to install, use, analyze, and trust. With real-time integration to Deltek Maconomy, Vision, Vision Cloud, Vantagepoint, Ajera, and ComputerEase, our solutions automate and accelerate financial and project reporting processes, leaving you more time to focus on analysis and effective business decisions.
With a portfolio of award-winning products, world-class customer satisfaction scores, and 25,000+ customers worldwide, insightsoftware is the proven choice for all your reporting needs.
Spreadsheet Server
Spreadsheet Server is an intuitive Microsoft Excel add-in that provides live reporting and analysis
from customers’ Deltek ERP directly in Excel. Spreadsheet Server provides users the ability to populate pre-built financial and project reports within seconds, drill down from summary to transaction level detail, automatically distribute reports to others in a variety of formats, access any piece of data within their ERP with no staging area or data warehouse required, and much more.
Spreadsheet Server is deployable in under an hour, and connects to Vision, Vantagepoint, Ajera, Maconomy, and ComputerEase out of the box.
Capabilities
Automate Manual Reporting Processes
Eliminate manual reporting work with a live connection to your Deltek ERP data
Simplify Your Complex Reports
Report across multiple modules and any table of data, leverage pre-built report templates out-of-the-box
Eliminate Static Report Distribution
Give project managers more than static reports. Automate live, refreshable report distribution
Benefits By Role
Finance
Spreadsheet Server shrinks and automates financial close processes. Eliminate difficulties the finance team is having obtaining accurate, timely data by replacing fault-enabling tools and data manipulation methods that introduce business risk with Spreadsheet Server.
- Combine the familiarity and flexibility of Microsoft Excel with the power of your Deltek ERP data
- Mix GL and non-GL from multiple platforms into a single worksheet, creating reports with drill-down capability
- No more downloading or re-keying/exporting of your GL balance or transaction level data
Executive
Save time and valuable resources with Spreadsheet Server, eliminating the manual data gathering and reporting processes and giving you more time to analyze the numbers and make strategic business decisions.
- Increasing enterprise value by making smart investment decisions
- Providing accurate and predictable, forward visibility to the business
- Reducing financial risks to the company
- Meeting the demands of the business
- Streamlining manual/cumbersome processes
IT
Free up the time of the IT department and empower business users to create their own reports in an easy-to-use platform that combines data from multiple systems.
- Empower end-users with fact-based decision-making capabilities, reducing dependence on IT to create or change reports
- Provide recognized time savings and data accuracy with a live connection to Deltek ERP data that’s the single source of truth
- Correlate data across multiple data sources with built-in security
- Allows IT to ensure other IT projects proceed on time and on budget
Demo
Spreadsheet Server by insightsoftware
See how Spreadsheet Server can automate your financial and project reporting in this brief overview video.
Support Materials
One-Pager
See how Spreadsheet Server can automate your financial and project reporting in this one-sheet overview.
Spreadsheet Server 5-Minute Demo
Watch this 5-minute demo to see how Spreadsheet Server can automate your reporting processes.
Engineering Consultancy Saves Hours Reporting
BSK Associates saved hours reporting against their Deltek Vision ERP by implementing Spreadsheet Server.