See for yourself why over 500K+ users are using insightsoftware
Atlas is crucial to our Finance team. We know that, until we get Atlas, we’re not going live with the migration.
“Real-time project reporting in Atlas helped our business in making timely decisions. It would have taken a significant amount of time and money to have these reports externally designed or created using internal IT.”
"Our reports contain more meaningful data than ever before, they’re produced in less time, and are more robust and less prone to error. I don’t know how we ever managed without Atlas!”
Simplify and Streamline Your Financial and Operation Reporting Directly Inside of Excel
Report on Live Dynamics Data Right in Excel
Easily export data from your Dynamics AX or D365 F&SCM ERP into excel with 1-click. No more manual downloads or CSVs.
Shrink Reporting Cycles and Effort
Eliminate manual data dumps and enable business users to build refreshable reports using easy-to-configure, pre-built report templates.
Remove IT and Enable Self-Service Reporting
Free your team to explore data and create or modify reports on their own with no hard coding or programming skills required.
Drill into Transaction-level Data
Drill into balances, journals, and subledgers from within Excel to answer follow-up questions and to find and fix issues fast. Explore data outside your initial query without switching to another report.
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.
Get More Productive with Power BI
Consolidate data from several Dynamics modules into a single query so IT teams can effortlessly publish Dynamics data into Power BI and generate powerful dashboards for users across the business.
Realize Value from Day One
Get up and running within a matter of hours and deliver production reports within a matter of days. 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.
Financial Reporting in a Familiar 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 of Excel. Just the real-time data you need, directly from your Microsoft Dynamics database, exactly the way you want it.
Cut Reporting Time and Costs
Create a custom report in minutes working with over 50 new transactional entities to answer pressing business questions, without having to customize AX or D365 F&SCM. No hard coding or programming skills are required, removing the need for consultants or resource-strapped IT departments to get you the reports you need. 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.
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,. Mix and match data from multiple sources to see the big picture. Use data from all Microsoft D365 F&SCM or AX modules, including vertical and customized tables, while inheriting the native Microsoft Dynamics security framework
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