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BizNet Excel Suite is a versatile software utilized by various businesses to streamline their financial reporting and analysis processes. …
Starting at $30 per user, per month
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What is BizNet Software?
BizNet Excel Suite is a document management software offering from BizNet Software. It includes features such as a business reporting and analytics platform and provides real-time access to your business data from Microsoft Excel.
Recent Reviews
Popular Features
- Formatting capabilities (5)8.585%
- Report Formatting Templates (5)8.383%
- Report sharing and collaboration (5)7.878%
- Drill-down analysis (5)6.565%
Pricing
BizInsight 7 (Stand-alone)
$30
On Premise
per user, per month
BizInsight 7 (Stand-alone)
$30
Cloud
per user, per month
BizBroadcast
$65
On Premise
per user, per month
Entry-level set up fee?
- $4,500 per install plus starter pack licensesOptional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Features
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is BizNet Software?
BizNet Excel Suite connects you to your data and gets you the answers you want all within Microsoft Excel.
Examples of some Boardroom Ready Reports you can achieve easily with BizInsight:
-General Ledger Level Reports
-Monitor Inventory
-Track Accounts Receivable and Accounts Payable
-Get a handle on Sales and Purchase Orders, Buyers and Suppliers
The product also enables you to automate your periodic financial reporting processes.
BizInsight creates a real time connection to your databases for live access enabling the most accurate and current data in Excel-based spreadsheets. According to the vendor, better than standard query-type integration, BizInsight delivers actual Excel functions that understand your tables and other applications.
BizBroadcast provides an automated way to publish selected worksheets and workbooks to specific individuals in multiple formats, including Excel, CSV, HTML, and PDF.
Content Architect empowers the end user to create your own BizInsight functions to any of your data, enabling you to deliver a complete, custom ad-hoc reporting solutions.
Examples of some Boardroom Ready Reports you can achieve easily with BizInsight:
-General Ledger Level Reports
-Monitor Inventory
-Track Accounts Receivable and Accounts Payable
-Get a handle on Sales and Purchase Orders, Buyers and Suppliers
The product also enables you to automate your periodic financial reporting processes.
BizInsight creates a real time connection to your databases for live access enabling the most accurate and current data in Excel-based spreadsheets. According to the vendor, better than standard query-type integration, BizInsight delivers actual Excel functions that understand your tables and other applications.
BizBroadcast provides an automated way to publish selected worksheets and workbooks to specific individuals in multiple formats, including Excel, CSV, HTML, and PDF.
Content Architect empowers the end user to create your own BizInsight functions to any of your data, enabling you to deliver a complete, custom ad-hoc reporting solutions.
BizNet Software Features
BI Platform Features
- Supported: Live Connection to External Data
- Supported: Snapshot of External Data
- Supported: In-memory data model
- Supported: ROLAP (SQL-layer querying)
- Supported: Multi-Data Source Reporting (Blending)
- Supported: ETL Scheduler
Supported Data Sources Features
- Supported: MS Excel Workbooks
- Supported: Text Files (CSV, etc)
- Supported: Oracle
- Supported: MS SQL Server
- Supported: IBM DB2
- Supported: MySQL
- Supported: ODBC
- Supported: SAP Hana
- Supported: Sage 500
- Supported: Salesforce
- Supported: SAP
- Supported: Google Analytics
BI Standard Reporting Features
- Supported: Customizable dashboards
- Supported: Report Formatting Templates
Ad-hoc Reporting Features
- Supported: Drill-down analysis
- Supported: Formatting capabilities
- Supported: Predictive modeling
- Supported: Integration with R or other statistical packages
- Supported: Report sharing and collaboration
Report Output and Scheduling Features
- Supported: Publish to Web
- Supported: Publish to PDF
- Supported: Output Raw Supporting Data
- Supported: Report Versioning
- Supported: Report Delivery Scheduling
Data Discovery and Visualization Features
- Supported: Pre-built visualization formats (heatmaps, scatter plots etc.)
- Supported: Location Analytics / Geographic Visualization
- Supported: Predictive Analytics
- Supported: Support for Machine Learning models
- Supported: Pattern Recognition and Data Mining
- Supported: Integration with R or other statistical packages
Access Control and Security Features
- Supported: Multi-User Support (named login)
- Supported: Role-Based Security Model
- Supported: Multiple Access Permission Levels (Create, Read, Delete)
- Supported: Report-Level Access Control
- Supported: Table-Level Access Control (BI-layer)
- Supported: Field-Level Access Control (BI-layer)
BizNet Software Screenshots
BizNet Software Integrations
- Epicor Prophet 21
- Epicor Cloud ERP
- Epicor Kinetic
- Sage 100
- Sage 500 ERP
- Sage 300
- Sage Intacct
- Acumatica
- Raiser's Edge
- Blackbaud Financial Edge NXT
- QAD Adaptive ERP
- CYMA Financial Management System
- Deltek Vision
- Microsoft Dynamics GP
- Microsoft Dynamics SL
- Aptean Industrial Manufacturing ERP Traverse Edition
- SAP Business One
- 11:11 Public Cloud
- SYSPRO
- Winshuttle
BizNet Software Competitors
- Solver
- SAP Crystal
- Jet Reports
- F9
- Renovo
- Sage Intelligence
- Management Reporter
- Advanced Financial Reporter
- FRx
BizNet Software Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows |
| Mobile Application | No |
| Supported Countries | North America, Europe, Asia, Central America, Australia, Caribbean, Africa |
| Supported Languages | English, Spanish, French |
Frequently Asked Questions
BizNet Excel Suite is a document management software offering from BizNet Software. It includes features such as a business reporting and analytics platform and provides real-time access to your business data from Microsoft Excel.
Reviewers rate Report Versioning and Multiple Access Permission Levels (Create, Read, Delete) highest, with a score of 9.1.
The most common users of BizNet Software are from Mid-sized Companies (51-1,000 employees).
BizNet Software Customer Size Distribution
| Consumers | 2% |
|---|---|
| Small Businesses (1-50 employees) | 55% |
| Mid-Size Companies (51-500 employees) | 35% |
| Enterprises (more than 500 employees) | 8% |
Comparisons
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Reviews and Ratings
(90)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
BizNet Excel Suite is a versatile software utilized by various businesses to streamline their financial reporting and analysis processes. With its integration capabilities, the software enables users to generate comprehensive reports in conjunction with accounting systems like Sage 100. By eliminating the need for separate reports and allowing for the combination of different GL details, BizNet Excel Suite addresses the problem of timely assimilation of financial information in a reliable and dynamic way.
This software is widely used by companies across multiple industries, including tribal businesses with multiple entities and county governments. The accounting department plays a vital role in developing reports that are then distributed to key personnel such as management, executive officers, the board of directors, and owners. Additionally, BizNet Excel Suite is also employed for other reporting needs such as detailed cost center reporting, sales reporting, financial statements, budget templates, load planning, forecasting, and other analytical reports.
By leveraging the power of Excel, BizNet Excel Suite provides flexible functionality to generate financial reports, automate processes, and enhance data accuracy. Users have reported significant time savings in report preparation, allowing them to focus on more critical tasks. This software has proven effective in improving efficiency and streamlining financial reporting for businesses of all sizes. However, it should be noted that while it excels in generating reports from accounting systems like Sage 100, it may not be equally effective in running queries in software like Raiser's Edge.
Attribute Ratings
Reviews
(1-20 of 20)Companies can't remove reviews or game the system. Here's why
July 29, 2020
Product was not what it was advertised to be
For us, we decided to purchase BizNet to help streamline reports and have them auto refresh and send. We have some reports that are the same each time we run them but we have to run many queries in Raiser's Edge to get the report. We were hoping BizNet could help us with this but it has not proven to be the case. The queries we need have to be rebuilt in BizNet (which is not what we were lead to believe) and even when we do try to build a query, BizNet does not have all of the options Raiser's Edge has and simple queries in BizNet don't even work well.
- We have not discovered anything it does well yet
- It needs to integrate with Raisers Edge better
- It needs to have the same (more) fields Raisers Edge has in the queries section
March 25, 2019
Save years of report creating in your job!
Score 10 out of 10
Vetted Review
Verified User
We use it solely in our finance department to create reports and for analytical purposes. We intend to send the reports via BizBroadcast in the future. It has dramatically cut down on the time to prepare monthly, quarterly and annual reports as well as increasing the accuracy of the reports the first time around, requiring less review time.
- updates in real time to our ERP software
- allows for creation of any type of report we need as having to used a canned reporting system
- allows for detailed drill down of any line item
- the ability to determine what data pulls in from a drill down
- not having to open Excel first, then open BizNet and then open the desired file; being able to open anytime and having it work would be a great time saver and less frustrating
- having a detailed PRINTED manual of every item within the capabilities
February 13, 2019
BizNet review from the Accounting perspective
Score 8 out of 10
Vetted Review
Verified User
We use BizNet for all of our financial statements, budget templates, load planning, forecasting and many other analytical reports. It assures that all reports are generated from one source of data so consistent results are derived no matter who creates the reports.
- Consistent results across all users
- Easy to create new reports
- Financial statements can be created comparing many categories, Actual, Plan, Forecast, MTD, YTD, etc.
- Some of our reports are very large and the time it takes to refresh data can often exceed 30 minutes. It seems complicated to problem solve reasons for this excessive time delay.
December 10, 2018
BizNet Reigns
Score 10 out of 10
Vetted Review
Verified User
We use BizNet to generate all financial and sales reports.
- Ease of creating new reports
- Happy with everything.
October 30, 2018
Powerful Consolidation Tool utilizing Excel functionality
Score 8 out of 10
Vetted Review
Verified User
Utilizing the software in the accounting and finance department to consolidate 18 companies into one spreadsheet - used to highlight the cashflow of the company for the partnership team and executive committee.
- Consolidates large amounts of data from Intacct accounting software into one spreadsheet.
- Consolidates multiple companies, while still being able to keep individual company data in the columns for reference.
- Easy to format with typical Excel formatting techniques - does not require much training in the way of the Excel side.
October 22, 2018
Gives you more reporting options with Excel and your ERP
Score 9 out of 10
Vetted Review
Verified User
We use Intacct for our ERP, and while the report writer is adequate, the output reports do no export to Excel very well and they don't look pretty. Using BizInsight as a reporting allows us to use Excel as a good report writer with our ERP. It's only in use in our Financial Services department.
- Consolidating ERP data in Excel workbook where it can be better accessed.
- Consolidating ERP data in Excel workbook where it can be better presented.
- Consolidating ERP data in Excel workbook where it can be better sorted and distilled.
- Could be a little more user friendly.
- Support could be more knowledgeable about specific ERP platforms.
- Company has exchange server versions of it's products, but doesn't seem have a sense of urgency about pushing them out.
June 05, 2018
BizNet Excel Suite for MAM Autopart Users
BizNet is being used to develop monthly and weekly reports that outline financial information for a given period. The accounting department is developing the reports and distributing it to the key personnel in the company. The problems that the software has addressed has been the timely assimilation of this information in a way that is reliable and dynamic.
- Once a worksheet has been created, you can change a single cell and update the entire report. This makes it much easier than recreating a report every time you start.
- It draws data directly from our database that can be filtered down in various ways. This allows us to get the data that we really need quicker.
- The time it takes to draw information from the database can seem long and may make a person wonder if the program is working. It is, just be patient.
- If you do not enable "Design Mode" while editing a worksheet, changing one cell can enable the data draw which interrupts workflow.
May 25, 2018
Love to use BizInsight
We use BizInsight for all our Financial Reporting. I have also created Intercompany income statements to help managers understand what is going on in their department.
- Once the statement has been created it is extremely easy to navigate from period to period
- I really love the fact that I can change the structure of the report based on needs extremely easy. I have multiple departments and revenue centers that I can combine accordingly
- I would like to be able to have the total overall over periods for project reporting
March 30, 2018
BizNet Suite for Sage 100 Users
Score 7 out of 10
Vetted Review
Verified User
We use BizNet Excel Suite to generate reports in conjunction with Sage 100 across all arms of our tribal businesses, which currently consists of 3 major companies. These reports are used by management, executive officers, our board of directors and owners. BizNet eliminates the need and time to generate separate reports in Sage and then combine different GL details to create a report that usable by various users.
- BizNet eliminates the need to manually combine different GL details into a financial report.
- BizNet allows for the ease of Excel-based manipulation of data for end-users needs.
- Access to comprehensive training for new users is lacking. While the pay-based BizNet University has some useful videos it doesn't allow for other learning styles.
- Having to create a separate OCBC data source and linked server for each arm of business opened is sometimes a hassle.
December 18, 2017
Great tool for more efficient reporting
Score 10 out of 10
Vetted Review
Verified User
We use BizNet throughout the Accounting and Finance department for a variety of monthly financial reports, forecasting models, and ad-hoc analysis.
- The ability to create custom reports (pulling data directly from our accounting system) to combine or consolidate data that our accounting system's canned reports can't easily provide.
- Quick ad-hoc reports for information to see where we may want to do a more detailed report
- There are templates available to get started, that can then be tweaked to meet the desired need.
- On occasion, the refresh may be a little slower than I'd like, but that is probably my own impatience and the fact that our accounting server resides at a third-party site.
September 12, 2017
Excel Review
It is used in an effort to streamline the way we do business. We are able to improve our efficiency and track our data seamlessly.
- We are able to track our data in one place.
- We can compare data through analytics not offered by other services.
- We can allow multiple users to access the information which is a great benefit.
- They could help explain what their program has to offer to separate market sectors rather than one broad product.
- In construction we use spreadsheets a lot, and we could benefit from some pre-built templates.
- The products offered could be better described on the website.
August 05, 2017
For spreadsheet Yodas
It is used by our company, I personally sell and support it. I also use it to calculate my monthly billings.
- Financials
- Storing data as BizProperties
- Complex calculations made easier using BizInsight 7
- Make the Excel add-in more stable. It seems like any Windows update or change breaks the add-in.
- Tables don't always refresh correctly, ability to sort tables upon refresh and ability to make dynamic - these functions are there, but don't work well.
- Make complex calculations easier - recently did a payroll report for overtime and needed to contact support for assistance with the calculations and it wasn't able to do it - had to use a workaround with Excel functions combined with BizInsight functions and lots of hidden columns.
July 10, 2017
Streamlined Financial Reporting
The accounting department uses BizNet to produce all financial statements as well as analytics throughout the month.
- Financial Statements
- Ad-hoc Reports
- Account Detail
- Adapting reports for multiple uses
July 10, 2017
BizNet does it all
We use the BizNet Suite across 5 entities within our business group. We have companies in TX, NH, MI and in Mexico. The BizNet Suite has been a wonderful addition to our financial team to use for reporting and analysis. We use it for financial reporting, detailed cost center reporting and sales reporting. We have a daily sales report that took about 30 minutes a day to prepare. Now the report Is only updated monthly and sent out daily to over 30 users daily.
- Accessing your company data directly in Excel.
- Providing a drilldown to details in Excel.
- Bizbroadcast is an awesome product that saves hours emailing routine reports.
- Flexibility with the filtering of the data with the criteria arguments in Excel function ability.
- Excel doesn't handle the amount of data well sometimes. The error messages are not very helpful to understand the problem when there is one.
- I've had problems with Biznet 7 on terminal services. The other products Bizinsight, Broadcast and BizArchitect work well.
- Bizarchitect is a good product but could be better and simplified.
June 05, 2017
Great financial report writer
This is a very powerful report writing software that functions in Excel. We use it for all of our financial report creation. The software is very flexible and saves us a lot of time in developing analyses. We have also looked at the use of BizInsight for general report writing. It seems very flexible and powerful as well but [we] have yet to develop business applications for it.
- Financial Report Writing
- Report Generation and Electronic Distribution of Reports
- Financial Analytics
- Report Writing can be time consuming with big files and multiple reports
- Greater flexibility in saving standard pivot queries
March 28, 2017
BizNet
Score 8 out of 10
Vetted Review
Verified User
We are currently using BizNet as part of our financial reporting process. It is used for everything from account reconciliations to the financial statements.
- It has been great for creating reports on the fly.
- The drill down option has made it much faster for us to see the account detail than using our general ledger reports for the account detail.
- The fact that it is an Excel add on is tremendous. It allows for so much more customization than our general ledger software reports.
- The time it takes for reports to refresh could be improved.
March 08, 2017
BizNet - Offers a boatload of solutions
We started using BizNet Excel Suite alongside of our Sage product for financial reporting purposes when the previous compatible software was no longer going to be supported. Just our finance department is currently using the product. We have expanded our use beyond Sage, and have really utilized BizInsight and BizBroadcast to help streamline quite a few processes.
- Provides a seamless link between our accounting software and our reporting functions.
- Distributes an endless amount of reports to an endless amount of other people just with the click of a button.
- The customer service and training support are incredibly helpful.
- More established templates would be great!
- I recently opened Excel and the BizInsight was working fine, but my BizBroadcast had become nonfunctional. Regardless of the updates that take place overnight through our servers, it should stay anchored into Excel.
Score 9 out of 10
Vetted Review
Verified User
We purchased the Epicor XL Connect version of BizInsight as a replacement for FRx. We will be making the switch for financial reporting using XL Connect in the very near future, and will use it to report to our entire organization. As an Excel add-on, the product has a more familiar feel to users than our previous reporting software. The ability to use native Excel functions makes the possibilities endless.
- BizProperties are very useful. The ability to identify segments based upon their description allows for easier report creation.
- The inclusion or exclusion of segments and/or segment ranges is much more intuitive than in our previous reporting software.
- BizBroadcast makes distribution so much easier and efficient. The ability to send different formats, locations, departments, etc. to different users is invaluable.
- YTD debit and credit balances aren't available in our version (XL Connect v5). If they aren't included in BizInsight7, I think they should be!
- A more detailed instruction guide could be helpful.
January 26, 2017
The Buzz around BizNet
Score 8 out of 10
Vetted Review
Verified User
We use Biznet to generate all of our financial reporting and to prepare our year end workpapers. We also use it to generate annual manufacturing surveys, insurance audits, and property tax reporting
- Comparing month to month and year to year expense reporting
- Generating financial reports for third party and internal users
- Having the ability through BizBroadcast to send excel versions of reports to multiple parties with one click
- Calculating reports takes some time and you ability to do other excel items while calculating is not possible
- Only financial reporting is available with our version of BizInsight but as I understand I will be able to pull non financial data through Biznet 7
- Being able to transfer files from one version of BizInsight to the next would be a huge benefit. Right now I have to recreate 100+ reports to be able to use them in BizInsight 7
December 15, 2016
How to send this to everyone in one easy step
Score 7 out of 10
Vetted Review
Verified User
I use Biznet excel suite to send reports to all departments in the county government. It does require a good working knowledge of the excel program to even begin to use it appropriately. It has made my job of sending reports out much easier. I would suggest it to anyone that has a good working knowledge of Excel and also uses Sage.
- After I learned how to make some checks I am very confident in the accuracy of any reports I send out.
- The ability to send out reports to several different departments/people is wonderful.
- Excel is something most people understand some, but the better they deal with excel the better they deal with BizNet.
- It has some inadequacies when you are pulling from Sage into BizNet and want to save that report as an Excel file. The formulas carry into the saved file unless you do a save as.
- I had a lot of trouble when I dealt with a report that had several spreadsheets in it and somehow one copied a ton of blank lines. BizNet became very slow. That was a hard error to find.