Reporting Intelligence
Your Dynamics Data is Scattered. Your Answers Shouldn't Be.
Reporting Intelligence connects to Dynamics 365, keeps Excel reports live, and surfaces what needs attention first.
Why Microsoft Dynamics Finance Teams Choose Reporting Intelligence
Stop Chasing Data. Start Leading.
Your finance team shouldn't spend their day pulling exports from Dynamics, reconciling sources, and refreshing stale files. Reporting Intelligence connects to your Microsoft ERP and keeps Excel reports live and current. No manual exports, no IT tickets, no waiting. Whatever Dynamics version you run, your data is where you need it.
Built for Numbers That Matter
Your Dynamics data tells a story. Reporting Intelligence makes sure your team reads it in time to act. Build reports once in Excel, refresh them automatically, and let AI flag changes before month-end. From job cost and project profitability to KPI dashboards and financial close packages, your team gets the reports they need with AI doing the watching.
AI That Never Sleeps on Your Data
Reporting Intelligence watches your Dynamics data around the clock. It monitors KPIs, flags exceptions the moment they move, and surfaces issues before your team goes looking. Set your own thresholds and let AI run in the background. Doc Assist, Data Assist, and AI Report Assist handle day-to-day questions. Your team stays in Excel.
Everything You Need Built Right In
Reporting Intelligence from insightsoftware includes everything Dynamics finance teams need for intelligent ERP reporting. AI included, no complex setup required.
Financial Reports
Budget vs. Actuals
Project Profitability Reports
Job Cost Reports
Inventory Reports
AI KPI Monitoring
Excel Desktop & Online
Reporting Scheduling
Office Online Access
AI Assist Tools
