Spreadsheet Server

Joint Webinar

Supercharge your Yardi reporting in Excel

See Spreadsheet Server connect live Yardi data to the Excel environment your finance team already knows, then hear what it takes to move from a product demonstration to dependable reporting in production.

Reserve Your Seat Free 30-minute session · Available September 15, 2026
Date Available September 15, 2026
Format Online webinar
30-minute focused session
Best For Yardi finance, accounting, reporting, and systems teams

About The Session

Live data without the export-and-rebuild cycle

If your team is still pulling data out of Yardi and rebuilding reports in Excel, valuable time is going to work that should not exist.

Spreadsheet Server gives finance and accounting teams a governed connection between Yardi and Excel. Reports can retain the layouts and formulas people know while refreshing from current source data, drilling into supporting detail, and reducing the manual steps that make recurring reporting fragile.

This joint session pairs a product walkthrough from insightsoftware with implementation context from BC Solutions. The goal is practical: show what the connection can do and explain what teams should plan for when turning that capability into a reliable reporting process.

What You Will Learn

A focused look at better Yardi reporting

  1. See the connection Understand how Spreadsheet Server brings approved Yardi data directly into Excel without relying on repeated exports.
  2. Watch it work See live refresh, drill-down, custom queries, and report distribution in a familiar spreadsheet workflow.
  3. Learn from a rollout Hear what implementation requires across report design, data validation, quality assurance, deployment, and training.

Spreadsheet Server

Built for finance teams that already work in Excel

Spreadsheet Server interface showing a live profit and loss report with drill-down detail in Excel

Spreadsheet Server connects directly to more than 140 ERP and financial systems, including Yardi, while preserving Excel as the reporting interface. That combination can help organizations refresh recurring reports faster, investigate variances at the transaction level, and give business users more reporting independence without bypassing source-system controls.

Meet The Presenters

Product expertise meets Yardi implementation experience

Sue Maloney

Sue Maloney

Principal Solution Engineer

insightsoftware
Missy Ham

Missy Ham

Director of Technical Consulting

BC Solutions

Common Questions

Before you register

Who should attend?

The session is designed for finance, accounting, reporting, systems, and IT professionals whose teams use Yardi and Excel for recurring financial or operational reporting.

Do I need to be a current Spreadsheet Server user?

No. The demonstration will be useful for teams evaluating Spreadsheet Server as well as current users who want a clearer picture of the implementation and reporting possibilities.

Will the session be recorded?

Registration gives you access when the webinar becomes available and ensures you receive any approved follow-up materials after the event.