# Page 3 | Spreadsheet Server Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is Spreadsheet Server the right Financial Reporting solution for you? Explore 91 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/39269/Spreadsheet-Server/reviews

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Spreadsheet Server

4.6 (91)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Page 3 - Reviews of Spreadsheet Server

## Showing most helpful reviews

Showing 51-75 of 91 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

DO

David O.  
IT Tech  
Construction  
Used the software for: 2+ years

### "Spreadsheet server user review"

May 1, 2024

5.0

Pros

Excellent tool for financial reporting!

Cons

Difficult to setup initially, but once setup it works excellently!

Review Source

AT

Amy T.  
Senior Accountant  
Government Administration  
Used the software for: 1-2 years

### "Spreadsheet Server Review"

April 5, 2024

4.0

Overall, we like the product. If the expenditure reports could run faster, we would have a greater love for the product.

Pros

The best thing about Spreadsheet Server is the ability to utilize excel to build our reports. We love that we have the ability to add graphs and prior year information to our reports for trends and ratios. In addition, we can add multiple tabs with more detailed 'drill down' data that provides the detail needed for analytics.

Cons

The most difficult part of spreadsheet server is the amount of time it takes to run our reports. We have multiple departments in our organization and running the expenditure reports for all of these departments takes more time than it should.

Reason for choosing Spreadsheet Server

We love the option to build reports in excel.

Review Source

HP

Honey P.  
Analyst  
Insurance  
Used the software for: 2+ years

### "Timely financial reports"

April 29, 2024

5.0

This is helping us with the time it takes to compile reports. We are now able to compile and analyze reports in a fraction of the time we were able to do it before.

Pros

Fast and accurate financial information from software. Easy to use to generate reports for accounting and finances.

Cons

With Oracle Cloud there is no direct connection to the database and requires replication to an alternate database. This means data isn't necessarily real time in our case

Review Source

AJ

Ahmed J.  
FSA Analyst  
Information Technology and Services  
Used the software for: 2+ years

### "Easy to use and to generate reports "

April 25, 2024

5.0

Pros

Easy to use and to generate reports in Accounting and Finance department

Cons

Performance issue sometimes during reports

Review Source

CC

Carlos C.  
IT analyst  
Government Administration  
Used the software for: 6-12 months

### "SpreadSheet Server for financial reporting"

May 8, 2024

5.0

Pros

It quickly pulls financial data without us having to log into ERP , allows for easier collaboration,

Cons

it is a bit complex, installation can be a bit involved.

Review Source

BS

Brad S.  
IT Support Engineer  
Construction  
Used the software for: 2+ years

### "Easy to use Spreadsheet Server"

April 24, 2024

5.0

Pros

Easy to use, fast access to real-time data.

Cons

Not applicable at this time, need more time to review it.

Review Source

Jennifer C.  
Director of Operations  
Real Estate  
Used the software for: 2+ years

### "Flexible and Time Saving"

April 2, 2024

5.0

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.

Review Source

PG

Peter G.  
Sr. Systems Analyst  
Hospital & Health Care  
Used the software for: 2+ years

### "SpreadSheet Server is a critical tool for our Financial Reporting"

May 1, 2024

5.0

Pros

Our Finance use this tool for financial reporting and they have been using this for years.

Cons

Don't need any changes for now since it is working well.

Review Source

JL

Jaclyn L.  
VP of Finance  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Excel Reporting Must Have"

April 10, 2024

5.0

Pros

Spreadsheet Server is a life saver when it comes to reporting results from our ERP system into Excel

Cons

The only drawback is the amount of time it can take to update the connections. This is easily fixed by making sure you are on the latest version but sometimes you are unaware.

Alternatives considered

[Celigo Integrator.io](https://www.capterra.com/p/157596/Celigo/)

Reason for choosing Spreadsheet Server

Other products were clunky and less user friendly.

Review Source

EF

ELLEN F.  
Office Manager  
Facilities Services  
Used the software for: 2+ years

### "Taylor Plumbing Friend of Spreadsheet Server"

April 24, 2024

5.0

Pros

The ease of use and the help I get when I have questions.

Cons

Nothing really. So far it is going very well.

Review Source

VR

Verified Reviewer  
IT Support Specialist II  
Utilities  
Used the software for: 2+ years

### "Spreadsheet server for data comparisons and dashboards"

August 2, 2023

4.0

very please with support on getting problems resolve quickly when they do occur

Pros

the ability to customize what I get and how it looks on my report dashboard

Cons

Sometimes very difficult to get installed and working in Excel when really shouldn't be.

Review Source

AŁ

Aleksandra Ł.  
Financial Analyst  
Food & Beverages  
Used the software for: 1-2 years

### "Spreadsheet Server - your friend in excel"

April 10, 2024

5.0

Pros

I'm using this tool almost every week to make sure that everything is looking fine at the month end and this tool is very easy to use and is making my life easier. It is very easy tool to learn, but you need a little bit of understanding to make sure that you can use every feature there. Customer suppoert is very helpful and guys from IT is making sure that everything is 100% clear.

Cons

Sometimes it has worse days, especially on month end where there is so much going on at once.

Review Source

BS

Bryant S.  
Accounting Manager  
Industrial Automation  
Used the software for: Less than 6 months

### "Critic's Corner"

April 25, 2024

5.0

Pros

Incredible, innovative and Insightful! Use it every day

Cons

That I can't use it while I'm sleeping. Hopefully v25 will have that

Review Source

SW

Sabrina W.  
Accountant  
Information Technology and Services  
Used the software for: 6-12 months

### "Easy to use and generate reports for Spreadsheet Server"

April 8, 2024

5.0

Pros

Easy to use and generate reports for Spreadsheet Server

Cons

It takes very long time to run when it involves multiple time periods and sheets.

Review Source

MR

MEGAN R.  
Controller  
Utilities  
Used the software for: Less than 6 months

### "Easy startup"

April 8, 2024

5.0

Pros

It was so easy to get set up and learn the rules. Spreadsheet Server minimizes the amount of time I have to spend in my ERP running multiple reports.

Cons

Some of the formulas aren't perfect for my needs, but because the tool is in excel, workarounds are easy to find.

Review Source

SB

Scott B.  
Controller  
Civil Engineering  
Used the software for: 6-12 months

### "Timely financial information"

April 26, 2024

5.0

Pros

Fast and accurate data collection from software.

Cons

Creating your own queries can be complicated.

Review Source

AD

Alexia D.  
Finance Analyst  
Consumer Goods  
Used the software for: 1-2 years

### "SpreadSheet Server"

April 9, 2024

4.0

Pros

\- ease of functionality - can save report pulls, and refresh with the click of a button - strong and friendly support team to troubleshoot

Cons

\- low processing time - long troubleshooting time

Review Source

RP

Rajesh P.  
Systems Analyst  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "Very Comprehensive and detailed"

April 29, 2024

4.0

Pros

Mostly used by finance team for report generations. Support from \[sensitive content hidden\] was very helpful when I needed it.

Cons

Sometimes it is the software sluggish to show the results.

Review Source

DM

Donald M.  
Director Finance  
Transportation/Trucking/Railroad  
Used the software for: 2+ years

### "Low cost; easy to use; effective reporting solution"

August 11, 2017

4.0

Replaced all our financial related reporting; very flexible and easy to train new users

Pros

Excel based; relatively easy to learn; works out of the box with simple install; has replaced all our internal financial and management reporting

Cons

Conflicts with some other Excel add-ons; occasional issues with some users and PCs; custom GL doesn't have all the features of a standard GL version

Review Source

Response from insightsoftware

August 25, 2017

Thanks for your feedback, Donald! We appreciate learning more about our users¿ experiences. Our recent update, Spreadsheet Server 14.6.4, includes several enhancements. Contact us at customersuccess@globalsoftwareinc.com to upgrade today!

KS

Karl S.  
Accounting Manager  
Government Administration  
Used the software for: 2+ years

### "I use Spreadsheet Server only twice a year but at those times it's critical."

June 1, 2017

5.0

Because Spreadsheet Server is connected to our general ledger, when we enter a journal entry we get immediate updates in the financial statements.

Pros

Spreadsheet Server is critical in allowing us to produce financial statements that are integrated into our financial software.

Cons

Our financial statements contain many tables and schedules. Because of this, Spreadsheet Server has to look into almost every general ledger account in our system. This results in an initial load time each day of approximately 15-20 minutes. Excel is unavailable for any other use during that time.

Review Source

Response from insightsoftware

June 26, 2017

Thank you for your review! We are happy to hear that Spreadsheet Server is such a critical part of your financial reporting environment! Our team has just issued a new release, V 14.6, which should significantly improve your load time. We¿ve received very positive feedback on this enhanced capability. Please reach out to your customer success representative for more details or email customersuccess@globalsoftwareinc.com . Thank you, The Spreadsheet Server Team

KL

Kun L.  
Financial Analyst  
Glass, Ceramics & Concrete  
Used the software for: Less than 6 months

### "Quite helpful , easy to use tool"

April 22, 2024

5.0

Pros

Efficiently refresh financial reports time to time. We user spreadsheet server for Accounting purpose.

Cons

Very slow sometimes and network issue may happen the reports generally pull very slow.

Review Source

BR

Brenda R.  
Financial Reporting Analyst  
Real Estate  
Used the software for: Less than 6 months

### "Intial Review"

May 6, 2024

5.0

Pros

Ease of use and looking forward to saving time manually entering data.

Cons

Not sure at this time since we have just started with program.

Review Source

hD

hale D.  
Finance Controller  
Industrial Automation  
Used the software for: 1-2 years

### "general user spreadsheet server"

April 4, 2024

5.0

Pros

I can see all financial sets easily and breakdown them

Cons

sometimes slow regarding daily performance

Review Source

kE

kassee E.  
Warehouse Associate  
Warehousing  
Used the software for: 1-2 years

### "Spreadsheet Review"

March 15, 2020

5.0

It helps to keep track of work orders the program manager requests.

Pros

it makes it easier to perform my job duties. It also helps me to keep track of what workorders i have completed. It also keeps track of what order the installers have left to pick up

Cons

None. i cant think of anything negative to say about this app. This app makes my job easier to perform and wouldnt change anything.

Review Source

AP

Arnel P.  
Finance Manager  
Construction  
Used the software for: Less than 6 months

### "Spreadsheet Server Review"

April 29, 2024

5.0

Pros

Ease of use, very useful tool. Refresh button is all you need after creating the template.

Cons

Very user friendly, fast delivery of results.

Review Source

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