CAFR Reporting Software
CAFR Preparation Is Time-Consuming
Comprehensive Annual Financial Reports (CAFR) are complex. These US government financial statements are required of all state, municipal, and other governmental entities by the Governmental Accounting Standards Board (GASB), and are set with strict formatting requirements. Trying to complete these manually reports without the right CAFR reporting software will cost you a lot of time and a lot of money.
Automate Your CAFR Generation
Using Spreadsheet Server, pull live data from your databases straight into Excel to automate the creation of your financial statements. Spreadsheet Server automatically connects to Microsoft Word, dynamically generating a pre-formatted Word document for your CAFR report and eliminating the need to spend countless hours manually creating these reports. In addition, Spreadsheet Server’s Distribution Manager automates report delivery, making sure the right reports are delivered to the right people at the right time. Reports can be distributed in .xls, .pdf. .html, and .docx format.
Not only does Spreadsheet Server automate your CAFR process, it automates all of your reporting needs. Connect to multiple instances and datasets across different tables or platforms, and consolidate that data into one comprehensive report. Spreadsheet Server can do it all.
How Spreadsheet Server has helped others with CAFR:
Larimer County, Colorado: Reduced CAFR compilation from 3 months to 3 weeks!
City of Fayetteville, North Carolina: Received COE in financial reporting from the GFOA 6 years in a row using Spreadsheet Server!
|Windows 7 (32-bit)||Windows 10 (32-bit or 64-bit)|
|Excel 2010 (32-bit)||Excel 2016 (32-bit or 64-bit)|
|Microsoft .NET Framework 4.5.1||Microsoft .NET Framework 4.5.1|
|Microsoft Visual Studio 2010 Tools for Office|
|Microsoft Access Database Engine 2010|
|Oracle EBS R11****||Oracle EBS R12****|
|JDE World*****||JDE EnterpriseOne 9*****|
|SAP R/3 Netweaver 7.0/ECC6***||SAP R3 Netweaver 7.0/ECC6***|
|IBM iSeries Access for Windows V7R1*||IBM iSeries Access for Windows V7R1 or higher|
|VPN Connection to the Database******||Nightly Backup of Data******|
- * if using the iSeries
- ** if using SAP classic ledgers (FI,CO,COOR,PCA)
- *** if using Spreadsheet Server QueryDesigner, NewGL, Designer GL's or custom Queries against SAP
- **** if using Oracle EBS
- ***** if using JD Edwards ERP
- ****** if using MRI cloud or MRI off-premise environments
Global SmartCache WRT (With Redis Technology)
- Windows 7, Windows 8, Windows Server 2003, Windows Server 2008, Windows Server 2012.
- 4 Processor Cores (physical and/or logical)
- 4 GB free disk space
- 4 GB installed memory on 32-bit systems
- 6 GB installed memory on 64-bit systems
- If Redis is running on the same server, 2 GB of free memory on 32-bit systems and 4 GB free memory on 64-bit systems
For all ERPs based in cloud or off-premise environments, a VPN connection/tunnel to the database or a nightly, directly accessible backup of data is required to use Spreadsheet Server.
Frequently Asked Questions
Does Spreadsheet Server require a Server?
No, there is no additional hardware required to implement Spreadsheet Server.
Will I need a data warehouse for Spreadsheet Server?
No, there is no data warehouse or additional hardware required.
Do I need training? How long is training?
Yes, if users are familiar with Excel, they will need minimal training to use Spreadsheet Server. No programming or query knowledge is necessary. Users simply utilize the standard Excel spreadsheet capabilities supplemented with simple cell formulas to gain access to their dynamic financial information.
Can I do reporting beyond the GL?
Yes, please inquire about our ad hoc capabilities and other components in our Excel Automation Roadmap (i.e. Enterprise Budgeting, etc).
Is this a Business Intelligence tool? What if I already have a BI tool?
Spreadsheet Server is a multi-faceted application it serves many causes and can address multiple reporting challenges both tactical in nature as well enterprise wide. If you already have a BI strategy in place then Spreadsheet Server provides that tactical compliment to the leading BI tools (i.e. Cognos, Business Objects, Hyperion, etc). In fact, over 83% of Global Software Inc.'s 5,000+ clients in 50 countries use Spreadsheet Server harmoniously with their existing BI solution. If your organization doesn’t have a conventional proprietary BI offering and doesn’t have the resource to purchase, implement, maintain a data warehouse/cubes, non-Excel-based solution, etc. or doesn’t see that as partof your grand reporting strategy then Spreadsheet Server can provide an economical quick time to deployment, intuitive interface (Excel-based) all while leveraging its Dynamic Spreadsheet Methodology (DSM) without staging areas and data warehousing across your organization’s enterprise.
Where do I find which versions of my ERP are supported?
We support most worldwide ERP systems, but you may contact us directly regarding your specific needs.
What is the difference between this tool and my current reporting strategy?
Every reporting environment is different, however most prospective users we encounter are either using a data warehouse that reflects yesterday's data, manually rekeying data or have an IT maintain the current reporting environment exclusively. With our application(s) users are empowered to be self-sufficient while accessing 'live' data in a secure environment.
I've invested significant time in my current reporting strategy, will I lose reports I have already created?
No, Spreadsheet Server is compatible with any Excel reports already developed.
Can Spreadsheet Server be used for CAFR Generation?
Absolutely. Spreadsheet Server completely automates the process of CAFR Generation.