TechValidate Research on insightsoftware

These pages present data that TechValidate has sourced via direct research with verified customers and users of insightsoftware. TechValidate stands behind the authenticity of all published data. Learn more »

3,563 Customers Surveyed

27,390 Data Points Collected

678 Published TechFacts

111 Published Charts

218 Published Case Studies

Selected Research Highlights

InsightSoftware Customer Satisfaction Rating

Heather Hawley, a Chief Financial Officer at Anderson Development, would be very likely to recommend InsightSoftware for this reason:

Spreadsheet Server has saved us a ton of time running reports, provided us with an analytical tool that we didn’t have before, and the customer service is amazing!

InsightSoftware Customer Fact

Embree Construction Group saved 100-200 hours in one year with Spreadsheet Server.

insightsoftware Case Study

Angel Brothers Enterprises


This case study of Angel Brothers Enterprises is based on a September 2016 survey of insightsoftware customers by TechValidate, a 3rd-party research service.


The business challenges that led the profiled company to evaluate and ultimately select insightsoftware’s Spreadsheet Server:

  • Rekeying data from the ERP system into spreadsheets
  • Manual, multi-step reporting processes
  • Lacking access to real-time information
  • Creating reports in a timely manner
  • Lacking data accuracy and/or validity
  • Combining/consolidating General Ledger (GL) and non-GL data from multiple ERP & relational database sources

Use Case

  • Evaluated the following reporting tools before choosing Spreadsheet Server:
    • A Business Intelligence (BI) solution
  • Supplemental reporting tools used with insightsoftware Spreadsheet Server:
    • Another Excel-based tool
  • Selected Spreadsheet Server over the competition because of the following:
    • Capability to drill down to sub-ledger details
    • Excel-based Interface
    • Quick implementation time


The surveyed company achieved the following results with insightsoftware’s Spreadsheet Server:

  • The removal of disparate static Excel sheets
  • Faster, streamlined report creation
  • Improved data accuracy
  • Faster access to live data to make strategic decisions
  • Empowering users to create their own reports with less dependence on IT
  • Greater visibility into the overall business strategy
  • Reporting processes streamlined with Spreadsheet Server:
    • Data extraction from an ERP or relational database
    • Month-end close and management/board reporting packages
  • Actions or business insights gained using Spreadsheet Server:
    • Centralized reporting practices
    • Increased their ability to complete tactical and complex analysis
  • Saved 200-300 hours in one year with Spreadsheet Server.

insightsoftware Case Study

Heritage Gas


This case study of HeritageGas is based on a January 2018 survey of insightsoftware customers by TechValidate, a 3rd-party research service.

“Spreadsheet Server has enabled us to easily access data, which in the past would have taken significantly longer from JDE World. The process has allowed us to speed up our month-end close and reporting.”


Addressed the reporting challenge of accessing applicable data after implementing Spreadsheet Server address for their organization.

Use Case

  • Evaluated other Excel-based reporting software programs before selecting Spreadsheet Server:
  • Is using JD Edwards World.
  • Uses Spreadsheet Server QueryDesigner functionality for Financials/GL.


  • Freed up to 25% of their organization’s IT support now that they have Spreadsheet Server to create reports.
  • Trimmed up to 30% from their previous reporting process after using Spreadsheet Server.

InsightSoftware Customer Research

Spreadsheet Server Beyond the GL

Which modules do you use Spreadsheet Server for reporting beyond Financials/General Ledger?

Job Costing

InsightSoftware Customer Research

Hospitality, Food and Beverage Industry

What reporting processes were streamlined using Spreadsheet Server?

Month-end close & Management / Board Reporting Package
Extracting data from ERP or relational database
Automated distribution of reports to management, other departments
Budgeting / Forecasting processes
Audit and Tax schedules
Reporting outside the General Ledger, Inventory, Manufacturing, Sales, Purchasing, Projects, etc.

More to Explore

About insightsoftware

insightsoftware turns financial and operational data into better business outcomes that drive growth and ROI. Through turnkey reporting and performance management solutions, insightsoftware provides real-time access to data-driven insights in an efficient, cost-effective, and secure manner via integration with 130+ ERP systems and Microsoft Excel.

insightsoftware Website   insightsoftware Website