Spreadsheet Server

Spec sheet

Purpose

Spreadsheet Server connects Microsoft Excel to live ERP data for real-time reporting and automated reporting workflows.Read 11 Oct 2026 · insightsoftware.com

Integrations

The product page says Spreadsheet Server works with more than 140 ERP systems and data sources.Read 11 Oct 2026 · insightsoftware.com

Security

insightsoftware says its cloud solutions encrypt data in transit and at rest using TLS ciphers and AES-256.Read 11 Oct 2026 · insightsoftware.com

Compliance

The maker says its security program is aligned with ISO 27001 and SSAE-18 SOC 2, and that it completes annual SOC 2 Type 2 audits.Read 11 Oct 2026 · insightsoftware.com

Headquarters

Raleigh, North Carolina, United StatesRead 28 Sep 2026 · insightsoftware.com

Founded

2000Read 28 Sep 2026 · insightsoftware.com

Company

insightsoftware says it serves finance, technology, and HR leaders and continues selling and supporting its products.Read 11 Oct 2026 · insightsoftware.com

AI features

The page describes Doc Assist for product answers and Data Assist for identifying trends and anomalies.Read 11 Oct 2026 · insightsoftware.com

Drilldown

Users can click a report number to inspect its underlying details.Read 11 Oct 2026 · insightsoftware.com

ERP examples

Examples listed by the maker include Oracle EBS, Oracle NetSuite, SAP, Microsoft Dynamics, Infor, Epicor, and Sage.Read 11 Oct 2026 · insightsoftware.com

Excel reporting

Users can build reports in Excel with familiar formulas and refresh data automatically.Read 11 Oct 2026 · insightsoftware.com

Financial data

The product supports financial data structures including hierarchies, periods, and currencies.Read 11 Oct 2026 · insightsoftware.com

Getting started

The maker says most customers build reports within days and describes implementation as requiring no massive IT project.Read 11 Oct 2026 · insightsoftware.com

Report distribution

Distribution Manager can schedule reports to refresh and send automatically.Read 11 Oct 2026 · insightsoftware.com

Target users

The product page presents Spreadsheet Server for finance teams, including controllers, FP&A managers, and CFOs.Read 11 Oct 2026 · insightsoftware.com

Plans and prices

Every Spreadsheet Server plan and price →

Where Specifiction places it

• Financial Reporting Software#17 of 236.7
• Reporting Software#33 of 406.8