G2 Vendor Directory

Spreadsheet Server by insightsoftware vs. RightCapital

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

MetricSpreadsheet Server by insightsoftware

by insightsoftware

RightCapital

by RightCapital

Overall rating4.44.6
Review count8114
Ease of use8.89.2
Ease of setup8.18.6
Quality of support9.19.6
Meets requirements9.09.5
NPS58.22784878.571429
Small Business13.8%85.7%
Mid-Market58.8%14.3%
Enterprise27.5%0.0%
Total page views328495
Total LLM citations1,3402,586

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

RightCapital

Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a breeze. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so anyone can understand how to plan for their future.

Pros