Spreadsheet Server 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Spreadsheet Server

4.6

(91)

FrontRunner 2026

Pricing

Pricing available upon request

About Spreadsheet Server

Spreadsheet Server eliminates the painful choice between manual Excel exports and complex BI tools. Connect 140+ ERPs directly to Excel for real-time reporting using skills you already have.

Unlike BI platforms that don't understand finance, we're built specifically for financial data structures. Our ERP intelligence handles cost centers, dimensions, and multi-level hierarchies. No SQL, no data warehouses, no IT tickets.

Spreadsheet Server Screenshots

Spreadsheet Server Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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Spreadsheet Server Features

Popular features found in Financial Reporting
Bank Reconciliation
Billing & Invoicing
Cash Management
Consolidation/Roll-Up
Data Import/Export
Expense Tracking
Financial Analysis
Multi-Currency
Reporting/Analytics
More features of Spreadsheet Server
Accounting
Accounts Payable
Accounts Receivable
Ad hoc Reporting
Audit Trail
Budgeting/Forecasting
Charting
Customizable Dashboard
Dashboard
Data Connectors
Data Integration
Data Visualization
Drag & Drop
Financial Reporting
Fixed Asset Management
General Ledger
Income & Balance Sheet
Key Performance Indicators
Marketing Reports
Multi-Company
Payroll Management
Profit/Loss Statement
Project Accounting
Purchase Order Management
Real-Time Data
Real-Time Reporting
Sales Reports
Scheduled/Automated Reports
Search/Filter
Tax Management
Templates

Spreadsheet Server Integrations

SAP Business One

SYSPRO

DELMIAworks

Workday Financial Management

MYOB Acumatica

Visma Severa

See all 19 integrations

Spreadsheet Server User Reviews

Overall Rating

4.6

Ratings Breakdown

66%

31%

Secondary Ratings

Ease of Use

4.5

Value for money

4.5

Customer support

4.6

Functionality

4.6

Jennifer C.

Verified reviewer

Real Estate

11-50 employees

Used daily for more than 2 years

Review source

Reviewed April 2024

Flexible and Time Saving

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Real time data and being able to customize easily in excel.

Cons:

Pulling in data for large files can take a while if there are a lot of formulas and if you have the automatic calculation turned on, it will refresh even if you didn't want it to.

MERIT V.

Verified reviewer

Wholesale

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed April 2024

Spreadsheet Server Saves Time and is Easy to use.

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Spreadsheet Server

Someone from my Vistage Group saw how cumbersome it was to prepare different types of financial reports and recommended we look into Spreadsheet server. It was the only product we considered and we loved the demo. Ease of use sold us on the product.

Reasons for switching to Spreadsheet Server

Spreadsheet server has more features, is easier to use, and came at a lower cost.

Shubham V.

Verified reviewer

Information Technology and Services

51-200 employees

Used weekly for less than 6 months

Review source

Reviewed December 2025

Effiecient ERP reporting directly within excel

-Positive and reliable experience for financial and operational reporting. -Seamless integration ith excel -Enables felxible and customizable report creation. -Improves setup and advanced features required some learning.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

-The seamless Integration with Excel , allowing me to work in a familiar environment without learning a new interface

Cons:

-The inital setup and configuration can be time consuming and require technical support -Performance may slow down when working with a very large datasets.

Frank E.

Verified reviewer

Hospital & Health Care

201-500 employees

Used daily for less than 12 months

Review source

Reviewed May 2024

Useful for Data Extraction

Ratings Breakdown

Ease of use

Functionality

Pros:

The ease of extracting data once the system is setup.

Cons:

The upgrades are a bit too often and not convenient at times.

Penny M.

Verified reviewer

Construction

201-500 employees

Used weekly for less than 2 years

Review source

Reviewed October 2025

Financial Planning and Analysis

My over all experience is has been great and time saving. I would recommend it this product to other organization's.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The reporting and report generation is wonderful. After a one-on-one meeting with a support services explaining the details and how to use it has been a day-to-day reporting tool our company uses.

Cons:

The only thing recently is the fact that after implementing a new system Unanet, that the amount of time to update the data has taken up to 1 hour to update. After many calls with Unanet and spreadsheet server support it was determined that the issue was Unanet database.

Annette M.

Verified reviewer

Civil Engineering

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2024

Great Product

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Reasons for choosing Spreadsheet Server

Seemed the most compatible to our spreadsheet output and has exceeded our goals for reporting and distributing reports.

Tim H.

Verified reviewer

Telecommunications

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed April 2024

Powerful Reporting and Analytics Tool

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Spreadsheet Server

It is so much easier to make changes to reporting. With Hyperion, you almost need developers to make updates.

James L.

Verified reviewer

Wholesale

10000+ employees

Used daily for more than 2 years

Review source

Reviewed April 2024

Self Service Reporting

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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).

Reasons for switching to Spreadsheet Server

It was slow, difficult to use, and building reports was not intuitive.

Kathryn S.

Verified reviewer

Wholesale

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed September 2025

Easy to Use

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Customer Support is excellent. We receive an answer to our requests quickly. After a couple of training sessions, we were able to use Spreadsheet Server with ease. I can generate reports quickly and have up to date information. Once you get to know Spreadsheet server and how it works, you can get things done.

Cons:

We were accustomed to GL Wand, which is client-based. GL Wand is instantaneous, while Spreadsheet Server is not as quick due to it being cloud-based. However, we adapted.

Philomena W.

Verified reviewer

Sporting Goods

5001-10000 employees

Used monthly for more than 2 years

Review source

Reviewed September 2025

Great product

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It really helps the finance team run critical reports for quarter-end and year-end reporting to support the financial close.

Cons:

Only negative I have experienced is the upgrading of reports that needs to happen as we have upgraded over the years, since we are longtime users our reports are old but with the support team we have been able to resolve issues that have come up.

Showing 1 - 10 of 91 Reviews

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