Does Your Financial Reporting Process Leave Your Head Spinning?
Understanding Dynamics Data is A Real Challenge
The intricacies of Dynamics ERP data leave finance teams frustrated. It hinders fast, agile reporting, slowing access to critical information. The Result: Delays, inefficiencies, and a constant cycle of playing catch up while unexplored insights remain hidden.
Financial Reporting is Too Slow and Rigid
Tedious, time-consuming reporting processes put finance teams under immense pressure. Outdated methods and limited tools make staying current a constant battle. This leads to prolonged close periods, stress, and missed opportunities to act on real-time insights.
Reliance on Partner and IT Teams Slow You Down
Technical bottlenecks caused by dependency on IT or partners to create custom reports and data models leave finance teams in limbo. This approach results in missed deadlines and restricted access to the data you need to empower strategic decision-making.
Streamline Financial Reporting with Powerful, Time-Saving Features
Real-Time, Self-Service Dynamics Reporting – Directly in Excel
Say goodbye to IT bottlenecks and embrace self-service reporting within the Excel environment you already know and trust. Jet Reports seamlessly works with Microsoft Dynamics 365 Business Central, NAV, and GP, allowing non-technical users to quickly build reports and customize dashboards with real-time data directly in Excel, without IT or partner involvement. Imagine crafting your company’s financial story without waiting on IT queues, endless Excel exports, or navigating external tools. With Jet, it’s not only possible but also easy.
Powerful Reporting Capabilities that Go Beyond the Competition
Jet Reports delivers capabilities that outpace the competition and native Dynamics reporting. With a real-time Dynamics connection you can drill into detailed transactional data directly within Business Central, consolidate reports across multiple companies seamlessly, and customize data with ease in Excel—no need to modify existing data structures. Utilize single cell formula customizations for industry or company-specific KPIs and ratios and gain direct access to custom tables. Take control of your reporting process with a powerful solution built to work for you.
Access, Manage, and Run Reports in the Cloud – Anywhere, Anytime
Easily manage and share reports from anywhere at any time with Reports Center, a secure, SaaS web portal that gives your employees access to the reports and financial information they need, when and where they need it. With complete report management, automation, collaboration and publishing platform, you never have to second guess if you or your teams are looking at the right information. Gain unrivaled flexibility for finance professionals, offering seamless transitions between Excel Desktop and Excel Online to meet your specific use case and reporting needs.
Transform Reporting with Lineos AI, powered by insightsoftware
The future is here, and AI is at the forefront of innovation. That’s why we’ve integrated Lineos AI into Jet Reports. Lineos takes data analysis to the next level, uncovering trends, anomalies, and insights that might be overlooked with manual methods. With its advanced AI-powered tools, it also allows you to create polished, professional reports effortlessly—no extensive training required. Plus, it eliminates the hassle of digging through technical documentation by providing instant, AI-generated answers to all your product questions.
Easy Self-Service Financial Reporting Inside of Excel and On the Web
Seamless integration with your ERP/EPM, realtime data feed & IT-free export features
Solutions To Help You Drive an Actionable Business Strategy
Jet Reports Online – Cloud Financial Reporting
Jet Reports Online works effortlessly with both Excel Desktop and Excel Online, giving your finance team the flexibility to choose the tool that best fits their workflow. From detailed reports to quick insights, work the way you prefer—without compromise.
SaaS Report Automation, Distribution, and Execution
Simplify your reporting with advanced cloud automation features such as scheduled report generation, automatic data updates, and seamless report distribution. These tools save time while ensuring your reports are accurate, timely, and effortless to deliver.
Real-time Dynamics ERP data connection
Jet Reports live connection to Dynamics NAV/GP/D365 Business Central enables users to access and analyze data directly from these systems in real-time, ensuring users have access to the most current and accurate information for reporting and analysis.
Integrated AI Assistant – Lineos AI, from insightsoftware
With AI built right into Jet Reports, you can unlock the full potential of your data. Data Assist, Report Assist, and Doc Assist AI capabilities help streamline your work, uncover meaningful insights, and make confident data-backed decisions.
Drill Down on Numbers Directly in Excel
Powerful drill-down capabilities enable users to explore and analyze data in greater detail, allowing users to click on specific data points, such as totals or subtotals, to access underlying data and view a breakdown of the numbers.
Drag & Drop Report Wizard
Easily build or amend reports by dragging and dropping elements such as data fields, filters, and calculations and eliminate the need for complex coding. Quickly customize reports by rearranging elements, adding new data fields, or adjusting formatting.
The insightsoftware Platform
Your data, connected. When and where you need it. From every major ERP, data warehouse, modern data stack, and cloud vendor, we connect to 200+ environments with pre-built content and logic for your business. Our platform is an Al-enabled integrated solution for the Office of the CFO built on an advanced data virtualization layer.
