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Atlas

Real-Time Financial Reporting for Dynamics AX & D365 F&SCM

Get instant access to your Microsoft Dynamics data with Atlas. Create flexible Excel-based reports in minutes, drill down into transactions, and connect directly to Microsoft Fabric with no IT requests required.

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Features That Make Financial Reporting Faster & Easier

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Seamless Integration With Your Microsoft Ecosystem

Connect Atlas directly to Microsoft Fabric endpoints, including Synapse Data Warehouse. Uses advanced SQL compatibility and modern data architecture while maintaining your familiar Excel reporting experience.

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Business Agility Delivered by Atlas

60%

Time Saved on Monthly Reporting

50-100Hours

Saved Yearly With Upload Features

75%

Organizational IT Capacity Freed Up

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Blog

Future-Proof Your Reporting With Microsoft Fabric Integration

Connect Atlas directly to Microsoft Fabric endpoints, including Synapse Data Warehouse. Uses advanced SQL compatibility and modern data architecture while maintaining your familiar Excel reporting experience.

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Explore Atlas: In-Depth Guides & Expert Insights

Dive deeper into Atlas capabilities with our comprehensive whitepapers and webinars. Learn best practices, implementation strategies, and advanced techniques from our experts.

  • Why Report Portability Matters – Avoid Reporting Mayhem During Your Microsoft Dynamics Upgrade

    Whitepaper

    Why Report Portability Matters – Avoid Reporting Mayhem During Your Microsoft Dynamics Upgrade

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  • Ditch Static Spreadsheets for Real-Time Reporting

    Whitepaper

    Ditch Static Spreadsheets for Real-Time Reporting

    Read More
  • Simplicity in D365 & AX Excel Reporting with Self-Service Capabilities

    On-Demand Webinar

    Simplicity in D365 & AX Excel Reporting with Self-Service Capabilities

    Watch Now

Built for Every Finance Team Member

Finance Director

Strategic Insights

Get real-time visibility into financial performance without waiting for IT. Make data-driven decisions with current information, not stale exports.

Financial Controllers

Month-End Close

Accelerate your close process with automated reports that update in real-time. Eliminate manual data gathering and focus on analysis, reconciliation, and strategic decision-making.

Accounting Manager

Process Efficiency

Build reports once and refresh instantly. AI spots anomalies automatically, so you catch issues before they escalate.

Financial Analyst

Self-Service Reporting

Create ad-hoc reports yourself without IT tickets. Drill down to transaction details instantly. Respond to stakeholder questions in real-time.

Discover the Power of Real-Time Dynamics Reporting

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Capterra 4.5 star rating
4.5

Frequently Asked Questions

How quickly can we start generating reports with Atlas?

You can be up and running within hours. Atlas delivers more than 150 pre-built reporting templates that work immediately, and you can start generating production reports within days.

Do we need IT support to create custom reports?

No. Atlas enables self-service reporting directly in Excel. Finance teams can create custom reports in minutes using over 50 transactional entities without programming or IT assistance.

Can Atlas connect to Microsoft Fabric?

Yes. Atlas connects directly to Fabric endpoints, including Synapse Data Warehouse, leveraging SQL compatibility and advanced integration techniques for efficient reporting with Microsoft's latest data management solutions.

How does Atlas handle data security?

Atlas maintains the same security measures inherent to the Microsoft Dynamics ecosystem, respecting existing role-based permissions and data governance policies to keep your financial data secure.

Can we update data in Dynamics using Atlas?

Absolutely. Atlas includes bulk upload functionality that lets you update data directly from Excel back into Dynamics ERP, streamlining processes like accrual journals and bulk data updates with a single click.
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