G2 Vendor Directory

Spreadsheet Server by insightsoftware vs. Asset-Map

A side-by-side comparison based on G2 review data.

MetricSpreadsheet Server by insightsoftware

by insightsoftware

Asset-Map

by Asset-Map Holdings, Inc.

Overall rating4.44.8
Review count81137
Ease of use8.89.4
Ease of setup8.19.4
Quality of support9.19.8
Meets requirements9.09.3
NPS58.22784890.510949
Small Business13.8%84.7%
Mid-Market58.8%4.4%
Enterprise27.5%10.9%
Total page views328745
Total LLM citations1,3403,694

Spreadsheet Server by insightsoftware

Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Users are empowered to not only create reports in a familiar workspace, they can also drill-down substantially into live ERP details without specialist IT knowledge.

Pros

  • Reporting Quality
  • Financial Reporting
  • Ease of Use
  • Report Creation
  • Financial Management
  • Features

Asset-Map

Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 2.14 million people and $1.6 trillion in financial instruments.

Pros