Customer Review: Scorpion Enhances Financial Planning and Collaboration with CData Connect Spreadsheets

Scorpion’s finance team reports that CData Connect Spreadsheets has improved its Excel-based financial planning and analysis by connecting live data from systems including ADP, Sage Intacct, and Monday.com directly into spreadsheets. Nathan Thompson, Scorpion’s finance leader, says the platform replaced manual exports and reconciliations with automated refreshes, allowing models and reports to reflect current information while saving time. The company also uses virtual datasets to provide teams with controlled access to relevant data, supporting collaboration and data governance. Thompson highlights the product’s accessible query interface, responsive customer support, and value for organizations that depend on Excel while working across multiple data systems, rating it five out of five.

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