Atlas
Fast, Flexible Financial Reporting for Microsoft Dynamics AX and D365 F&SCM Inside of Excel
See for yourself why 500K+ users are using insightsoftware to draw instant data insights, react swiftly to market changes, and outpace their competition
Struggling to Obtain Timely and Precise Data for Financial Reporting?
Dynamics Data Structures are Exceedingly Complex
The complex data structures of Dynamics AX and D365 F&SCM not only reduces the speed and effectiveness of financial reporting, resulting in delays in closing the books, they also hinder finance and business users from independently accessing essential data.
Slow Reporting Cycles with Limited Analysis
Monthly and other financial reporting tasks are tedious, protracted, and susceptible to the pitfalls of using outdated, inaccurate data. Accounting departments frequently lack the necessary automation and data management tools to overcome these obstacles.
Reporting is Too Dependent on Technical Experts
Dependence on IT or technical specialists for financial reporting can create bottlenecks and cause delays in obtaining vital financial data, impeding timely decision-making, and limiting the potential to fully utilize financial data for strategic analysis.
Discover How Atlas Can Benefit Your Organization
Remove IT Dependency and Enable Self-Service Reporting
Create a custom report in minutes working with more than 50 transactional entities to answer pressing business questions, without having to customize your version of Dynamics AX or D365 F&SCM. No hard coding or programming skills are required, removing the need for expensive consultants or resource-strapped IT departments to get you the reports you need in a timely and efficient manner. Easily schedule and distribute reports to your team members and automate the upload of your accrual’s journals into Microsoft Dynamics with the click of a button.
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Combine Data Across Entities and Sources to See the Big Picture
Easily generate reports by blending data across multiple sources, including Dynamics AX, D365 F&SCM and more, to address your most difficult questions without relying on IT assistance. By combining data from disparate sources, you gain a holistic view of your business landscape. Atlas allows you to utilize data from every module of Microsoft D365 F&SCM or AX, including industry-specific and customized tables, all while maintaining the security measures inherent to the Microsoft Dynamics ecosystem, helping ensure your data remains secure and governed.
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Financial Reporting in a Familiar and Flexible Environment
Quickly and easily generate timely, accurate financial reports in the format that works for you, using the same fields and calculations you’re used to, right inside Excel. The Atlas Excel add-inenables accounting groups to craft a range of reports, from detailed business analytics to intricate financial documents, directly within Excel—eliminating the need for exportation, manual data transfer, or coding. Access the live data you require straight from your Microsoft Dynamics database, tailored to your specifications, without ever leaving Excel.
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Financial Transparency: Get Transaction Data Without Leaving Excel
Say goodbye to tedious manual analysis and hello to instant clarity. Atlas empowers you to drill down into any line item in your financial statements directly from Excel. Forget jumping between tools and effortlessly uncover the granular details hidden behind financial numbers and transaction-level data, all within your familiar spreadsheet environment. Drill into balances, journals, and subledgers within Excel to answer follow-up questions and to find and fix errors fast. Explore data outside your initial query without switching to another report.
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Seamless integration with your ERP/EPM, realtime data feed & IT-free export features
Connect to 140+ ERPs and EPMs export and view render data without an IT expertise
Easy Self-Service Financial Reporting Inside of Excel and On the Web
Export ERP Data Directly to Excel With a Click
Streamline your workflow by exporting data from Dynamics AX or D365 F&SCM ERP directly into Excel with a single click. Eliminate the hassle of manual downloads or CSV files, and easily deliver ERP data into Excel for financial reporting and analysis.
Extensive Pre-built Report and Dashboard Library
An extensive library of pre-built reports and dashboard templates are ready to use and easy-to-configure without the need to create them from scratch. Deliver out-of-the-box reporting and make financial data more accessible to your finance teams.
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.
Real-time Dynamics ERP Data Connection
Atlas’ real-time connection to Dynamics AX and D365 F&SCM 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.
Financial Reporting Automation and Scheduling
Streamline financial reporting processes by leveraging robust automation capabilities, including scheduled report generation, data refreshes, and report distribution to save time, and ensure the accuracy and timeliness of reporting processes.
Bulk Upload from Excel into Microsoft Dynamics
Save time with bulk uploads using Atlas’ secure, simple, and intuitive data upload tool for Microsoft Dynamics. Users can choose from a rich library of templates or quickly create a custom upload template, easily append, and update data to any table.
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.
