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Julie Muller

Julie Muller Finance Manager

"I'd say we need 30 to 40 percent less time to get our work done, all thanks to Jet. Fixed assets, for example, used to take half a day; now Jet does that automatically. That's amazing.”

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Nick Stuart

Nick Stuart Corporate Controller

"The CFO and I can pull up the data and see where our cash is at any time. It’s really been a life saver, especially during these uncertain times."


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Brian Meyers

Brian Meyers Controller

"It’s not just the huge amount of time that is saved; it’s also the sheer amount of information that's available at the click of a button."

Do You Need an Easier Way to Access, Analyze, and Report on Your Microsoft Dynamics Data?

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Data Dumps and Manual Processes are Inefficient

Manual, repetitive tasks like bulk uploads, report distribution, and rekeying data in Microsoft Dynamics are time consuming, highly error prone, and put unnecessary pressure on your finance team every month.

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You’re Spending Too Much Time on Data Consolidation

Finding and fixing reconciliation issues is a manually intensive process that leads to more significant data integrity problems. It’s hard to see the big picture and close the month without visibility into your ERP and other data sources.

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You Need Technical Skills to Build and Edit Reports

Out-of-the-box reporting tools provided with Microsoft Dynamics typically require heavy IT involvement to manage. As a result, you’ve got report delays from your finance team and bottlenecks in your IT department.

Automate and Accelerate Microsoft Dynamics Reporting

Start in Excel, Stay in Excel

Easily create and share real-time reports without relying on IT. Atlas connects live data from Microsoft Dynamics and other sources to give you the power to produce accurate financial and operational reports. From there, your finance team can quickly drill into journals, balances, and sub-ledgers directly in Excel.

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Get Up and Running Fast

Atlas comes packed with more than 150 pre-built reporting and uploading templates to jumpstart report creation from the get-go. You can use these out-of-the-box templates immediately or customize them to suit your needs.

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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, and automate Excel reports without needing any help from IT.

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Automate Repetitive Reporting Tasks

Whether you want to run your reporting and upload automation tasks every five minutes or on the first business day of the month, Atlas’ flexible scheduling and task automation have you covered. 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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Get More Productive With Power BI

With Atlas, you can publish Microsoft Dynamics data into Power BI quickly and easily for faster access to dashboards and visualizations. IT teams can more easily create Power BI dashboards for non-finance users by combining data from multiple Microsoft Dynamics modules in one query and gaining access to record-level reporting.

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Reporting Best Practices

Top 10 Best Practices for Microsoft Dynamics Reporting

Fast, accurate and valuable reports are the goal in every reporting process, but sometimes ensuring your reports meet all the criteria is daunting. Let us help you deliver the best Microsoft Dynamics reports you can with this helpful guide to your best practice.

Inside you’ll learn:

  • How to make reports more interactive
  • Secrets to increased report usability
  • How to tune reports for performance
  • How to tailor a report for your audience
  • The power of summarized data

Download the free guide to learn best practices from our reporting and analytics experts!

Work with the #1 Financial Reporting Vendor for Microsoft Dynamics

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“Atlas helps to combine the data and provides a way for the end user to create reports by themselves. Time, effort and money are saved.”

Ramesh Mandalapu IT Systems Analyst at Tempur Sealy View Customer Story

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