Case Study: Caymas Boats streamlines Epicor reporting and saves time with Spreadsheet Server

Fishing Boat Manufacturer Finds Success with Spreadsheet Server and Epicor

Caymas Boats, a custom fiberglass fishing boat manufacturer founded in 2018, needed a better way to handle reporting in Epicor. The team had been relying on Epicor XL Connect and manual Excel data dumps for custom reporting, which often required expensive outside consultants and consumed too much time.

Spreadsheet Server from insightsoftware helped Caymas Boats replace XL Connect with a more user-friendly, self-service reporting tool. With just one training session, the team converted their reports, cut monthly reporting time by about an hour, and saved up to 15 hours when adding new GL accounts, while also improving drill-down, balancing checks, and report distribution to management.

Caymas Boats

Tyler Smith

Senior Accountant