
Atlas is a financial reporting software for Microsoft Dynamics AX and D365 F&SCM, enabling real-time data insights directly within Excel.
Vendor
insightsoftware
Company Website




Atlas is a powerful financial reporting solution designed for Microsoft Dynamics AX and D365 F&SCM users. It addresses the complexities of Dynamics data structures, which often lead to slow and ineffective financial reporting, causing delays in closing books and hindering independent data access for finance and business users. Atlas provides real-time data insights, eliminating the need for IT intervention and enabling self-service reporting. Users can create custom reports in minutes without modifying their Dynamics versions, leveraging over 50 transactional entities. The software facilitates blending data from multiple sources, including Dynamics AX, D365 F&SCM, and others, to provide a holistic business view. Its Excel add-in allows for the creation of detailed financial reports and business analytics directly within the familiar Excel environment, eliminating the need for data exportation or manual transfer. Atlas empowers users to drill down into any line item within their financial statements directly from Excel, uncovering granular details and transaction-level data without switching applications. It offers seamless integration with ERP/EPM systems, real-time data feeds, and IT-free export features, connecting to over 140 ERPs and EPMs. The solution includes an extensive library of pre-built reports and dashboard templates, real-time Dynamics ERP data connection, automation and scheduling capabilities for reporting processes, and bulk upload functionality from Excel into Microsoft Dynamics.
Features & Benefits
- Real-Time Data Insights: Access and analyze live data directly from Dynamics AX and D365 F&SCM for timely decision-making.
- Full Excel Integration: Create, analyze, and drill down into financial reports directly within Microsoft Excel.
- Self-Service Reporting: Empowers finance and business users to generate reports independently, reducing IT dependency.
- Data Blending and Consolidation: Combine data from multiple sources and entities for a comprehensive business overview.
- Pre-built Reports and Templates: Extensive library of ready-to-use reports and dashboards for quick deployment.
- Automation and Scheduling: Automate report generation, data refreshes, and distribution for efficiency.
- Bulk Upload to Dynamics: Streamline data entry by uploading information from Excel directly into Microsoft Dynamics.