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What is Spreadsheet Server?

Global Software's Spreadsheet Server stands out as a powerful reporting tool that integrates flawlessly with Excel, empowering businesses to optimize their accounting and reporting workflows by directly incorporating their ERP data into the application. This innovative solution removes the necessity for tedious manual data entry or the complex process of transferring data back to Excel, enabling users to easily access real-time ERP insights, generate reports on the fly, and automatically share documents and reports with their teams. With over 4,500 clients around the world, Spreadsheet Server supports major ERP platforms like Oracle, Infor, Netsuite ERP, and SAP, making it an adaptable resource for a diverse range of organizational requirements. As businesses increasingly pursue streamlined reporting methods, the capability to utilize live data directly within Excel proves to be an essential asset, enhancing decision-making processes and overall productivity. Moreover, this unique integration fosters collaboration within teams, allowing for quicker insights and more informed business strategies.

What is Orion?

Every organization experiences success in its own distinct manner. Our specialization focuses on implementing technology that is customized to meet a wide array of needs, enabling advisors in different business models to fulfill their fiduciary responsibilities efficiently. We aim to create solutions that go beyond simple technological advancements, fostering a transformative environment that promotes innovation, questions conventional practices, and prepares you for lasting success. By building a robust technological framework with over 100 integrations, you can maintain data integrity through daily reconciliations conducted domestically. Improve teamwork through a versatile client interaction experience, while trading is optimized with a tax-efficient rebalancer. Additionally, you can design tailored SMA investment portfolios and boost your revenue streams with personalized fee and payout structures, leading to sustainable growth for your practice. In the end, our holistic strategy is crafted not just to help you achieve your objectives but to surpass them significantly. This approach empowers you to adapt to the evolving market landscape while ensuring long-term viability and success.

Media

Media

Integrations Supported

Co-Pilot
Epicor Kinetic
FP Alpha
JD Edwards EnterpriseOne
M1
Microsoft Dynamics SL
NetSuite
Open Dental Software
Pontera
RightCapital
SAP Business One
Sage 500
SolarWinds Patch Manager
SolarWinds Server & Application Monitor
SolarWinds Virtualization Manager
SolarWinds Web Help Desk
Visma Severa
iTimekeep

Integrations Supported

Co-Pilot
Epicor Kinetic
FP Alpha
JD Edwards EnterpriseOne
M1
Microsoft Dynamics SL
NetSuite
Open Dental Software
Pontera
RightCapital
SAP Business One
Sage 500
SolarWinds Patch Manager
SolarWinds Server & Application Monitor
SolarWinds Virtualization Manager
SolarWinds Web Help Desk
Visma Severa
iTimekeep

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Global Software

Date Founded

1973

Company Location

United States

Company Website

www.globalsoftwareinc.com

Company Facts

Organization Name

Orion Advisor Technology

Date Founded

1999

Company Location

United States

Company Website

orionadvisortech.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Procurement

Asset Management
Auction Management
Bid Management
Budget Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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