Are You Wasting Too Much Time on Bulk Data Uploads Every Month?

Uploading Icon 1 Excel

No Integration Between Excel and ERP System

Without the ability to automatically import journals, orders, and timesheets into your Microsoft Dynamics system, your data is all over the place.

Uploading Icon 2 Time

Duplicate Data Entry is Consuming Resources

Your finance team is spending more time adding data in Excel manually, rekeying it in Microsoft Dynamics, and validating it than analyzing performance.

Uploading Icon 3 Datacheck

High Risk of Errors and Inaccuracies

When manually uploading transactional data from Excel spreadsheets into Microsoft Dynamics, there is a lot of room for human error, inconsistencies, and bad data.

Automatically Import Excel Reports and External Data into Microsoft Dynamics

Simple, Intuitive Data Uploading—Without IT

Choose from a rich library of templates or quickly create a custom upload template to easily import accurate data into Microsoft Dynamics. Users can easily upload everything from journals to budgets, without needing any help from IT.

Uploading 1

Append and Upload Data to Any Table

Update any Microsoft Dynamics module by appending new data, updating existing records, and automating Excel reports. insightsoftware’s financial reporting solutions also provide extremely flexible uploading capabilities that enable you to update records from multiple companies at the same time.

Uploading 2

Save Time with Secure Journal and Batch Uploads

Say goodbye to duplicate data entry and the stress of bulk data by uploading your journals and batches directly from Excel. With our software, you can upload month-end accruals, a new budget broken down by period and ledger account, sales orders split by customer accounts, and more while fully honoring Microsoft Dynamics security.

Uploading 3

Integrates with:

Oracle

SAP

  • BPC (HANA, MS or Netweaver)
  • Business ByDesign
  • Business One (B1)
  • Business Warehouse (BW)
  • Enterprise
  • ERP
  • S4 HANA

Deltek

  • Vision
  • Vision Cloud

Viewpoint

  • Spectrum
  • Vista

MRI Software

  • Commerical Management
  • Financials
  • Horizon
  • Horizon CRE
  • Qube Horizon
  • Residential Management

Epicor

  • CMS
  • Enterprise
  • ERP E10
  • ERP E9
  • iScala
  • iSolutions
  • Prophet 21
  • Vantage

Infor

  • CloudSuite Financials
  • CloudSuite Industrial (SyteLine)
  • Distribution SX.e
  • Lawson
  • LN
  • M3
  • System21

Sage

  • Business Cloud
  • ERP MAS
  • Sage100

Other

  • A+
  • AARO
  • AccountEdge
  • Accounting CS
  • Accountmate
  • AccPac
  • ACS/New Vision
  • Acumatica
  • Acumen
  • ADAM
  • ADP Drive
  • Agency Information Manager
  • Ajera
  • Alere
  • AMTECH
  • Anaplan
  • Aplicor
  • Aptean
  • Assist
  • ASW
  • Aurora (Sys21)
  • Axion
  • Axis
  • BAAN
  • Banner
  • Bellamy
  • Blackbaud
  • BlueLink
  • BMS
  • Book Works
  • BPCS
  • Cayenta
  • CCH
  • CDK Global
  • CedAr e-financials
  • CGI Advantage
  • Clarus
  • CMiC
  • CMS (Solarsoft)
  • Coda
  • Coins
  • Colleague
  • Computer Associates
  • ComputerEase
  • CPSI
  • CTI
  • Custom
  • CYMA
  • DAC
  • Dancik
  • Data Warehouse
  • DataNow
  • Datatel
  • Davisware Global Edge
  • Davisware S2K
  • Deacom
  • DPN
  • e5
  • eCMS
  • Eden (Tyler Tech)
  • Emphasys
  • Enterprise Print Management Solutions
  • Entrata
  • Epic (Applied Systems)
  • Etail
  • Exact
  • Exchequer (IRIS)
  • Expandable
  • Factor
  • FAMIS
  • Famous Software
  • FDM4 ERP
  • Fern
  • Fetner
  • FinancialForce
  • FireStream
  • FIS
  • FiServ
  • FiSSQL
  • Flexi
  • Foundation
  • Fourth Shift
  • Friedman
  • Frontier
  • Full Circle
  • GEAC
  • GEMS
  • Global Shop
  • Glovia
  • Harris Data (AS/400)
  • HCS
  • HMS
  • HTE
  • IBM Cognos TM1
  • IBS
  • IBS-DW
  • ICIM
  • IFAS
  • IFS
  • In-House Developed
  • Incode
  • Infinite Visions (Windsor)
  • INFINIUM
  • Insight
  • Intacct
  • Interprise
  • IQMS
  • iSuite
  • ITI
  • Jack Henry
  • JBA
  • Jenzabar
  • JobBOSS
  • Jonas Construction
  • Kerridge (Transport)
  • Kuali
  • Local Government
  • LS400
  • M1
  • Macola
  • MACPAC
  • Made2Manage
  • MAM
  • MAM Autopart
  • Manman
  • Mapics
  • Mark Systems
  • MAS Pervasive
  • Mckesson
  • McLeod
  • MediClick
  • MEDITECH
  • MFG Pro
  • MicrosOpera
  • MIP
  • Mitchell Humphrey
  • Mokum
  • Movex
  • MRI
  • MSGovern
  • Munis (Tyler Tech)
  • MXP (Foresight)
  • MYOB
  • NDS
  • New World Solutions
  • New World Systems
  • NGS
  • Onesite
  • Onestream XF
  • Open Systems
  • Order Power
  • Pansophic
  • PDI
  • Pegusus opera
  • Penta
  • Pentamation (Sungard Pub. Sec.)
  • PeopleSoft
  • PIC
  • Plexxis
  • PR03
  • Premier
  • PRMS
  • Pro Contractor
  • ProLaw
  • Q360
  • QAD
  • Quantum
  • Qube Horizon
  • Quorum
  • RealPage
  • Renaissance
  • REOTrack
  • Retalix
  • Ross
  • Ross Enterprise (CDC)
  • RSC
  • Sedona Office
  • Serenic Navigator
  • Shared Data Systems
  • SKF
  • Skyline
  • SmartStream
  • Softrax
  • Spokane
  • Springbrook
  • Spruce
  • Standalone DB with ODBC/DSN connection
  • Standalone IBM DB
  • Standalone Oracle DB
  • Standalone SQL DB
  • StreetSmarts
  • SUN
  • Sunguard
  • SunSystems
  • Synergy
  • Sys21
  • SysPro
  • SyteLine
  • Takestock
  • TAM (Applied Systems)
  • TAM Online (Applied Systems)
  • TCO
  • Thomson Reuters
  • Timberline
  • TIMELINE
  • Traverse
  • UltiPro
  • Unit4
  • USL Financials
  • Vadim
  • VAI-System 2000
  • Vantage
  • Verticent
  • Vision (Applied Systems)
  • Winshuttle
  • Wolters Kluwer CCH Tagetik
  • WorkDay
  • X3
  • Xperia
  • Yardi
  • Yardi-SaaS
  • ZAR
How To Compare BI

How to Compare Reporting & BI Solutions

Reporting and Business Intelligence (BI) solutions begin and end with data—not just how the data are collected, but also how they are stored, organized, and accessed. With a saturated market full of solutions to choose from, you need to have a clear understanding of your data needs before you start comparing your options.

In this white paper, you will learn:

  • What to look for in reporting and/or BI software.
  • Why a reporting and BI solution is essential for growth
  • How to avoid reporting and BI solution implementation failure

To assist with your software selection process and help you find a solution that fits your current ERP system and IT infrastructure, we have also created a framework for evaluating third party solutions.

You need to have a clear understanding of your data needs before you start comparing your options.

Work with the #1 Financial Reporting Vendor for ERPs and EPMs

Logo Block Peco Pallet

“Through Jet Analytics, we are able to produce monthly dashboards that we couldn’t before. Our operations team now gets this information quickly, giving them the ability to make informed decisions that impact the business.”

Logo Block Peco Pallet Chris Carbone General Accounting and Reporting Manager at PECO Pallet View Customer Story

Speak to an Expert