Excel Report Builder & Financial Reporting

Key Features

Live-refresh financial reports in Excel via Power Query connected to secured Business Central OData / API v2 web services — no re-export, just hit Refresh

Account schedule and financial-statement templates generated from your actual chart of accounts, account schedules, and column layouts

Drill-down from any summary cell back to the source G/L entries inside Business Central

Pivot-ready data feeds (dimensions, periods, account categories) so analysts build their own cuts without IT

Scheduled report refresh and distribution driven by a Business Central job queue entry — finished workbooks emailed to stakeholders on a cadence

Dimension- and period-aware filtering (financial period, business unit, department, project) honored end-to-end

Purpose-built AL permission sets so Excel reports respect the same data-access boundaries as core BC

Delivered as a per-tenant AL extension — table/page extensions and event subscribers, no modification of the base application

Optional Power BI / Dataverse hand-off using the same published web services for teams that outgrow Excel

Multi-company / consolidation-aware feeds where your BC setup supports it

Comparative and variance columns (actual vs budget, period vs prior-year) wired into the supplied templates

Built, installed on your tenant, and supported by ECOSIRE — including AL compatibility updates across BC major releases

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

You order

Start with a one-time build price. We scope it with you at kickoff.

We build & install

ECOSIRE builds, configures and installs it on your Dynamics 365 Business Central.

Go live + support

You go live in about 2–4 weeks, with a post-launch support window.

About this Product

Your accountants and FP&A team already live in Excel. The problem is that the Business Central data inside their workbooks goes stale the moment it's exported. Excel Report Builder & Financial Reporting closes that gap: it turns your tenant into a live data source so that account schedules, financial statements, and operational reports refresh on demand — with full drill-down back to the originating G/L entries.

This is a build-to-order extension, not an instant AppSource download. ECOSIRE scopes your exact reporting requirements (your chart of accounts, account schedules, dimensions, and statement layouts), builds the AL extension, and installs it as a per-tenant extension directly on your Business Central environment (online or on-prem). You get a working reporting layer mapped to your financials, not a generic template you have to rebuild yourself.

Under the hood we expose curated, secured OData/API v2 web services that Excel connects to via Power Query, so a workbook refresh pulls current figures without re-exporting. Account-schedule and financial-statement templates are generated from your existing BC setup. Pivot-ready feeds let analysts build their own cuts. A job queue entry can run scheduled refreshes and email distribution of finished workbooks to stakeholders. Drill-through links carry the user from a summary cell back to the underlying ledger entries inside Business Central.

Access is governed by purpose-built permission sets so reports respect the same data boundaries as the rest of BC. The result is one Excel-native reporting workflow your finance team controls — refreshable, auditable, and built around how they actually report. ECOSIRE handles the build, the install, post-deployment support, and compatibility updates across BC releases.

What you get

A custom AL extension (.app) built to your reporting requirements and installed as a per-tenant extension on your Business Central environment

Configured OData / API v2 web services exposing the curated financial and operational datasets to Excel

A set of ready-to-use Excel workbooks (Power Query connected) covering your agreed account schedules and financial statements

Account-schedule and financial-statement templates mapped to your chart of accounts and dimensions

Job queue configuration for scheduled refresh and email distribution of selected reports

Dedicated AL permission sets and a short setup guide for assigning report access to users

Who this is for

Financial Controller / Accountant

Owns the monthly close and statutory statements, and wants account schedules and the P&L / balance sheet to refresh in Excel from live BC data instead of being rebuilt from manual exports every period.

FP&A Analyst

Lives in pivot tables and variance analysis. Needs pivot-ready, dimension-aware feeds to slice actuals vs budget by department, project, and period without waiting on IT to run extracts.

Finance Systems / IT Lead

Responsible for the BC tenant and data governance. Wants reporting delivered as a clean per-tenant extension with proper permission sets and no base-app modifications, plus a vendor who maintains it across BC upgrades.

How Excel Report Builder & Financial Reporting Compares

Criterion	ECOSIRE	Custom Build	Competitor
Live, refreshable Excel reports straight from BC data (no re-export)	Included	Included	Partial support
Account schedules and statements mapped to YOUR chart of accounts out of the box	Included	Partial support	Partial support
Drill-down from a summary cell back to source G/L entries	Included	Included	Partial support
Scheduled refresh and email distribution via BC job queue	Included	Partial support	Partial support
Built, installed as a per-tenant extension, and supported by the vendor	Included	Not included	Partial support
Tailored to your exact dimensions, consolidation, and variance layouts	Included	Included	Not included
Purpose-built permission sets enforcing data-access boundaries	Included	Partial support	Partial support
Maintained for AL compatibility across BC major releases	Included	Not included	Included

Frequently Asked Questions about Excel Report Builder & Financial Reporting

Is this an instant download from Microsoft AppSource?

No. This is a build-to-order extension. After purchase, ECOSIRE scopes your account schedules, chart of accounts, dimensions, and statement layouts, builds the AL extension, and installs it as a per-tenant extension on your Business Central environment. You receive a reporting layer mapped to your actual financials, not a generic template.

What is the delivery lead time?

Typical delivery is about 2 to 4 weeks from the point we've confirmed your reporting requirements and have access to a sandbox. Timing depends on how many account schedules and statement layouts you need and the complexity of your dimensions and consolidation. We confirm a firm date during scoping before any build starts.

How do the Excel reports stay current?

We expose curated, secured OData / API v2 web services from your tenant. The Excel workbooks connect to those via Power Query, so a workbook Refresh pulls the latest figures directly from Business Central — no re-export. Where you want it hands-free, a Business Central job queue entry runs scheduled refreshes and emails the finished workbooks on a cadence.

What about ongoing support and Business Central updates?

ECOSIRE supports the extension after go-live: fixes, small adjustments to layouts or feeds, and AL compatibility updates so the extension keeps working across BC major releases (online or on-prem). Because it's a per-tenant extension that doesn't modify the base application, version upgrades stay low-risk. Support terms are agreed at purchase.

Will the reports respect our data-access rules?

Yes. We ship purpose-built AL permission sets so the Excel reports honor the same data-access boundaries as the rest of Business Central. Users only pull the companies, dimensions, and datasets their permission set allows — the published web services enforce it server-side rather than relying on the workbook.