Smarter Financial Reporting with Spreadsheet Server

Infor users often face challenges throughout the financial reporting process—from static exports and clunky report building to broken formulas and endless spreadsheet wrangling. In this episode of RPI Tech Connect, host Chris Arey is joined by Chris Gordon, RPI’s Finance Practice Manager, and Mike Wiley, Senior Product Manager at insight software, to talk about a better way.

They explore how Spreadsheet Server brings real-time, drillable data directly into Excel, transforming financial reporting into a faster, more accurate, and far less frustrating process. You’ll hear about practical use cases, automation capabilities, and upcoming enhancements like browser-based dashboards and cloud file storage.

If you’re looking to streamline your reporting in Infor, this episode is a must-listen.

Chapters

• 0:00 Welcome to RPI Tech Connect
• 2:43 Bridging the Infor Financial Reporting Gap
• 4:57 Real-Time Reporting, Right Inside Excel
• 6:45 Why Excel Doesn't Meet the Point Solution Criteria
• 7:52 Built to Save Time: Consolidation, Automation, and Distribution
• 11:31 Fixing Broken Reports and Legacy Workbooks
• 19:04 Cloud Collaboration & New Improvements on the Horizon
• 24:59 Final Thoughts and Takeaways