Spreadsheet Server is a real-time Excel reporting platform that connects directly to more than 140 cloud and on-premises ERP systems, letting finance teams pull live GL and subledger data straight into spreadsheets without exporting or staging. Users design refreshable reports in native Excel, drill down to transaction details, and automate recurring financial and operational reporting cycles from one familiar interface. Built for accounting, FP&A, and operations, it eliminates manual downloads while preserving full Excel flexibility.
Top Features
Live ERP data refresh directly inside Excel.
Strong for GL, subledger, month‑end close reporting.
Users reuse Excel skills; minimal new tooling.
Big time savings versus manual exports each month.
Helpful, responsive support for troubleshooting issues.
Steep learning curve; initial setup not trivial.
Excel add‑in can freeze or lag sometimes.
Performance issues on multi‑period, transaction reports.
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