Are you bored with exporting information out of your ERP, reformatting it in Excel, then discovering that you must begin over as a result of somebody entered a last-minute transaction? For finance groups in all places, this irritating cycle eats up hours that could possibly be spent on higher-value work.
Guide report preparation, week after week and month after month, is draining. By the point you’ve pulled information from a number of sources and made it presentable, it’s already outdated. Most ERP techniques have been designed to seize and retailer information, to not make reporting straightforward.
There’s a greater manner ahead—with a reporting device that connects your ERP system to your spreadsheet device.
Cease Taking part in Conceal and Search With Your Information
Take into account how a lot time your workforce spends every month merely getting ready experiences. Between pulling information from varied ERP modules, making certain all the pieces reconciles, reformatting for presentation, and double-checking for errors, routine monetary reporting makes for some lengthy days—and late nights.
Take into consideration what occurs when leaders want fast solutions. An govt asks what looks as if a easy query: “What have been our bills within the Northeast area final quarter?” When information lives in silos and requires handbook extraction, even simple inquiries change into time-intensive initiatives that may take days to reply.
These are days that could possibly be spent on strategic evaluation, course of enhancements, or the private commitments that matter—whether or not that’s teaching your child’s soccer workforce or lastly making it to your daughter’s gymnastics competitors.
A Self-Service Resolution That Speaks Your Language
The price of wasted time goes past simply hours logged. When your workforce is buried in information entry and export duties, they’ve little bandwidth left for what they do finest: analyzing developments, figuring out alternatives, and offering strategic steerage to management. Your finance professionals change into information handlers as a substitute of enterprise companions.
What when you may construct and refresh any monetary report you want with out ready for IT or consultants? That’s precisely what Spreadsheet Server from insightsoftware enables you to do.
Spreadsheet Server connects Excel on to your ERP system—whether or not that’s MRI, Sage, Viewpoint, Epicor, or any of the 140+ sources we assist. This real-time connection means your workforce can pull present information into Excel at any time when wanted, utilizing the spreadsheet expertise they have already got. No specialised coaching or programming information required.
The great thing about this strategy is its simplicity. You’re employed within the device you realize finest, however as a substitute of manually exporting and importing information, you merely refresh your report. All of your formulation, formatting, and layouts keep intact whereas the underlying information updates to mirror the newest transactions.
When reporting turns into quicker and less complicated, one thing outstanding occurs: your finance workforce has time to assume strategically. As an alternative of speeding to fulfill reporting deadlines, they’ll study developments, mannequin eventualities, and supply forward-looking insights that assist management make higher choices.
That is the place finance professionals add probably the most worth—not in formatting spreadsheets, however in decoding what the numbers imply and what actions the group ought to take. By automating the routine facets of reporting, Spreadsheet Server allows your workforce to step into this extra strategic position.
The time financial savings lengthen past work, too. If you’re not staying late to chase down information or repair damaged experiences, you reclaim evenings and weekends for what issues outdoors the workplace.
Able to Reclaim Your Time?
In case your finance workforce is spending extra time getting ready experiences than analyzing them, it’s time to rethink your strategy. The suitable know-how doesn’t simply save time—it transforms how finance contributes to organizational success.
Spreadsheet Server empowers you to take management of your reporting course of, accessing reside ERP information immediately in Excel with out IT bottlenecks or guide dependencies. You get the pliability to create precisely the experiences your group wants, the flexibility to drill into particulars immediately, and the boldness that comes from working with real-time information.
Talking of flexibility—with extra time in your palms, possibly you possibly can lastly join that yoga class on the gymnasium or study jiu-jitsu. Who is aware of?
Able to shift from information preparation to strategic evaluation? Study extra about how Spreadsheet Server can remodel your monetary reporting.
