Spreadsheet Server by insightsoftware vs. Envestnet | MoneyGuide
A side-by-side comparison based on G2 review data.
| Metric | Spreadsheet Server by insightsoftware | Envestnet | MoneyGuide |
|---|---|---|
| Overall rating | 4.4 | 4.0 |
| Review count | 81 | 23 |
| Ease of use | 8.8 | 8.3 |
| Ease of setup | 8.1 | 8.0 |
| Quality of support | 9.1 | 7.9 |
| Meets requirements | 9.0 | 8.3 |
| NPS | 58.227848 | 36.363636 |
| Small Business | 13.8% | 82.6% |
| Mid-Market | 58.8% | 13.0% |
| Enterprise | 27.5% | 4.3% |
| Total page views | 328 | 242 |
| Total LLM citations | 1,340 | 800 |
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.
- Reporting Quality
- Financial Reporting
- Ease of Use
- Report Creation
- Financial Management
- Features
Envestnet | MoneyGuide
Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.