Excel Reporting for Dynamics AX/F&SCM
Atlas is an easy-to-use financial reporting solution with out-of-the-box templates to get you up and running immediately or customize to your needs.
Microsoft Dynamics AX
Efficient Financial Solutions for Microsoft Dynamics AX
4.5
Based on980+reviews
“Cost savings, timely projects and a better working team, all because of Jet Analytics.”
4.5
Based on980+reviews
“With Atlas, we can easily pull all kinds of data from our ERP, to minimize our development expenses for various customizations."
4.5
Based on980+reviews
"Bizview was relatively easy to integrate with Dynamics AX, and made it possible for us to generate standard financial reports on our own with a…
Products
Optimized Financial & Data Management Solutions for Dynamics AX
Web-based budgeting, planning & forecasting
Budgeting & Planning: Bizview is an integrated and scalable web-based budgeting, planning, and forecasting solution.
Automated planning, budgeting & reporting for ANZ
Calumo is an automated reporting, planning, and budgeting to enhance performance management with extended planning and analysis.
Equity Management
Certent Equity Management offers a simplified web platform for public and private companies with calculations and reporting for SEC, FASB, and IFRS.
Tax management, CbCR & BEPS Pillar 2
Longview Tax enables more frequent reporting, better tax forecasting, and faster responses to ad-hoc queries improving visibility and governance.
Data warehouse automation for Dynamics
Jet Analytics is a complete data preparation, automation, and modeling solution. It’s five times faster than hand coded solutions.
Hindered by Inflexible Reporting, Analytics, and Planning Tools?
You’re Dependent on IT to Create Reports
Finance teams face delays when native reporting tools are slow and difficult to use. BI tools like Power BI aren’t designed for transactional reporting, leaving teams dependent on IT or costly consultants, impacting critical processes and efficiency.
Combining Data from Multiple Sources is Hard
Lacking an IT team or in-house skills to navigate Microsoft Dynamics AX's complex reporting tools can cause major challenges. Merging data from AX and third-party systems for a single source of truth is time-consuming, costly, and creates reliance on key staff.
Inefficient Planning and Forecasting Processes
Manual, spreadsheet-based planning wastes time and increases errors. Teams juggle tasks like emailing budget templates, chasing responses, consolidating sheets, and double-checking figures, leading to inefficiency and risking the use of inaccurate data.
Use Cases
Streamlined AX Reporting, Planning & Analytics
Real-Time Reporting with Refreshable Excel Data
Streamline your financial and operational reporting with Atlas, directly within Excel. Build custom, complex reports without coding or in-depth database knowledge. Drill down into balances, journals, and transactions to quickly resolve issues like GL reconciliation. Work with real-time data, instantly reflecting changes from Microsoft Dynamics AX. Automate reporting and data uploads, scheduling them for off-peak times and distribution to key stakeholders. Enjoy ultra-fast large volume data handling and start seeing results in just hours or days.
Results
60%
Time Saved on Monthly Reporting
75%
Organizational IT Capacity Freed Up
200 Hours
Saved Per Year with Upload Functionality
A Single-Source-of-Truth for Faster BI and Analytics
Ensure everyone in your organization uses the same data for reports and analytics. Seamlessly merge and update data from multiple sources using intuitive tools designed for preparation, automation, and modeling—no technical expertise required. Take advantage of ready-made OLAP cubes and Tabular models that integrate seamlessly with Excel or Power BI. Access prebuilt content tailored specifically for financial needs, and effortlessly bring your reports into Microsoft Dynamics 365 all while keeping your historical data intact and accessible for future needs.
Results
60%
Time Saved on Monthly Reporting
75%
Organizational IT Capacity Freed Up
200 Hours
Saved Per Year with Upload Functionality
Boost Accuracy in Planning and Forecasting
Streamline planning with a modern, browser-based solution that's faster, safer, and more intuitive than planning and forecasting in manual Excel spreadsheets. Save time with automatic budgeting consolidation, always connected to your Microsoft Dynamics AX data. Boost team productivity with collaboration tools, workflow management, and multi-level approvals. Quickly create budgets, plans, and forecasts using familiar spreadsheet-like technology or direct Excel integration. Easily scale to more users, entities, and planning areas as your needs grow.
Results
60%
Time Saved on Monthly Reporting
75%
Organizational IT Capacity Freed Up
200 Hours
Saved Per Year with Upload Functionality
Streamline Dynamics AX Reporting
Streamline financial reporting with Atlas, a user-friendly solution for Microsoft Dynamics AX. Ensure accuracy with integrated data rules, real-time access, and customizable templates. Consolidate data for reliable insights without relying on IT.
