Beispielhafte VorschauExcel-based, refreshable financial and consolidation reporting for Business Central with drill-down to G/L
detail, dimension and budget reporting, and scheduled distribution. Built, installed as a per-tenant AL extension, and supported by
ECOSIRE on your tenant.
Was ist Excel Financial Reporting (Jet-style) for Business Central?
Excel-based, refreshable financial and consolidation reporting for Business Central with drill-down to G/L detail, dimension and budget reporting, and scheduled distribution. Built, installed as a per-tenant AL extension, and supported by ECOSIRE on your tenant. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.
Hauptfunktionen
Auf Bestellung gebaut, komplett für Sie erledigt
Keine Selbsteinrichtung — eine funktionierende App, die von ECOSIRE erstellt, installiert und betreut wird.
- 1
Sie bestellen
Starten Sie mit einem einmaligen Entwicklungspreis. Den Umfang legen wir beim Kickoff gemeinsam fest.
- 2
Wir bauen & installieren
ECOSIRE erstellt, konfiguriert und installiert sie auf Ihrem Dynamics 365 Business Central.
- 3
Go-live + Support
Sie gehen in etwa einer Arbeitswoche live, mit zwei Wochen Go-live-Support. Fehler im von uns gelieferten Code beheben wir kostenlos.
Über dieses Produkt
Controllers and FP&A analysts who built management reports in Jet Reports or hand-keyed exports want the same thing in Microsoft Dynamics 365 Business Central: a real Excel workbook that pulls live G/L figures, refreshes on demand, and drills back to the source transactions. This is that capability, built specifically for your chart of accounts, dimensions, and reporting structure.
ECOSIRE delivers it as a per-tenant AL extension installed directly on your Business Central environment (cloud SaaS or on-prem). The extension exposes a governed, read-optimized reporting surface over BC data using the standard OData v4 / REST API, secured by a dedicated permission set so report users see only what they should. Your Excel workbook connects to that surface, so a single Refresh repopulates balances, movements, and budget figures without copy-paste.
What you get is concrete: parameter-driven Excel templates (period, company, dimension, budget version) for P&L, balance sheet, cash flow and management packs; multi-company consolidated reporting that combines G/L Entries across companies in the same tenant; drill-down from any figure to the underlying G/L and dimension detail; and scheduled distribution via the BC Job Queue plus an event-subscriber pipeline that renders and emails workbooks on your calendar.
Because it is build-to-order, the templates match your actual account schedules and dimension scheme rather than a generic demo. This is not an instant Microsoft AppSource download. ECOSIRE scopes your reporting requirements, builds the extension and templates, installs them as a per-tenant extension, validates figures against your trial balance, and supports the solution after go-live. Honest lead time and a defined hand-over are part of the engagement.
Was Sie bekommen
- Per-tenant AL extension (.app) installed on your Business Central environment, including API/query pages, the dedicated permission set, and Job Queue entry setup
- A set of branded, parameter-driven Excel reporting templates (P&L, balance sheet, cash flow, plus your agreed management packs) wired to the live BC data connection
- Multi-company consolidation workbook covering the companies in your tenant, with the elimination and mapping logic configured to your structure
- Scheduled-distribution configuration: Job Queue entry, recipient lists, and the event-subscriber render/email pipeline set to your reporting calendar
- Connection and authentication setup guide (OData endpoint, permission set assignment, Excel refresh) plus a short admin runbook
- A reconciliation pack proving each delivered report ties out to your Business Central trial balance at hand-over
- Source AL code, a recorded walkthrough for your finance team, and a defined post-go-live support window
Für wen das ist
Controller / Financial Controller
Owns the monthly close and the board reporting pack. Needs P&L, balance sheet and cash flow in Excel that refresh from Business Central and reconcile to the trial balance, without rebuilding spreadsheets every period.
FP&A / Management Accountant
Builds actual-vs-budget and dimension-sliced management reports. Wants budget versions, variance columns and drill-down to transactions so they can answer 'why' without exporting and pivoting by hand.
Group / Multi-Entity Finance Lead
Consolidates several companies in one Business Central tenant. Needs a single consolidated workbook that combines G/L across entities, applies eliminations, and ties back to each company's detail.
Wie Excel Financial Reporting (Jet-style) for Business Central im Vergleich abschneidet
| Kriterium | ECOSIRE | Benutzerdefinierter Build | Konkurrent | Dynamics 365 Business Central nativ |
|---|---|---|---|---|
| Live, refreshable Excel reports against BC (no copy-paste) | Im Lieferumfang enthalten | Teilweise Unterstützung | Im Lieferumfang enthalten | Teilweise Unterstützung |
| Templates built to your own account schedules and dimensions | Im Lieferumfang enthalten | Im Lieferumfang enthalten | Nicht im Lieferumfang enthalten | Nicht im Lieferumfang enthalten |
| Multi-company consolidated reporting across the tenant | Im Lieferumfang enthalten | Teilweise Unterstützung | Teilweise Unterstützung | Teilweise Unterstützung |
| Drill-down from a figure to the source G/L transaction | Im Lieferumfang enthalten | Teilweise Unterstützung | Im Lieferumfang enthalten | Im Lieferumfang enthalten |
| Scheduled render-and-email distribution via BC Job Queue | Im Lieferumfang enthalten | Teilweise Unterstützung | Teilweise Unterstützung | Nicht im Lieferumfang enthalten |
| Dimension and budget-version (actual-vs-budget) reporting | Im Lieferumfang enthalten | Teilweise Unterstützung | Im Lieferumfang enthalten | Teilweise Unterstützung |
| Governed access via a dedicated permission set | Im Lieferumfang enthalten | Teilweise Unterstützung | Teilweise Unterstützung | Im Lieferumfang enthalten |
| Installed and figures-reconciled by the vendor at hand-over | Im Lieferumfang enthalten | Nicht im Lieferumfang enthalten | Nicht im Lieferumfang enthalten | Nicht im Lieferumfang enthalten |
| Ongoing support incl. BC monthly-update compatibility | Im Lieferumfang enthalten | Nicht im Lieferumfang enthalten | Teilweise Unterstützung | Teilweise Unterstützung |
Häufig gestellte Fragen zu Excel Financial Reporting (Jet-style) for Business Central
How long until the reports are live, and what does the build process look like?
This is build-to-order, not an instant AppSource install. A typical engagement runs about one working week depending on how many report templates and how complex your consolidation and dimension scheme are. We start by scoping your account schedules, dimensions and reporting calendar, then build the per-tenant AL extension and Excel templates, install them on your environment, and validate every figure against your trial balance before hand-over. You get a defined timeline up front.
Is this an app I download from Microsoft AppSource?
No. There is no public AppSource listing and no instant download. ECOSIRE builds the extension specifically for your chart of accounts and dimension structure and installs it as a per-tenant extension directly on your Business Central environment (cloud SaaS or on-prem). That is what lets the templates match your real reporting rather than a generic sample.
What happens to the reports when Business Central runs its monthly update?
The extension is built against stable, supported BC objects (the OData v4 / REST API, query objects, and standard G/L and budget tables), so monthly updates do not normally break it. As part of the support window, ECOSIRE upgrade-tests the extension against new BC releases and adjusts it if Microsoft changes anything relevant, so your refreshes keep working.
Who supports and updates the solution after go-live, and how are changes handled?
ECOSIRE supports the solution after delivery. The engagement includes a defined post-go-live support window covering bug fixes, refresh issues, permission-set adjustments and BC-update compatibility. New report templates, added companies in the consolidation, or extra dimension breakdowns are handled as scoped change requests. You also receive the source AL code and template files.
Will the figures actually match my ledger, and is access secure?
Yes on both. Every delivered report is reconciled to your Business Central trial balance at hand-over, and we provide a reconciliation pack as proof. Access is governed by a dedicated permission set so report consumers get read-only access to only the reporting data they need, over the standard authenticated API — no broad exposure of your tenant and no copy-paste exports floating around.
Verwandte Module
End-of-Service & Gratuity Engine for Business Central
A standalone, build-to-order AL extension that computes country-specific end-of-service gratuity for GCC and South Asian labor laws, accrues EOS provisions to the General Ledger every period, and generates final settlement statements inside Business Central. Built, installed per-tenant, and supported by ECOSIRE.
E-Signature Connector (DocuSign/Adobe)
A per-tenant Business Central AL extension that sends sales quotes, orders and contracts to DocuSign or Adobe Sign for legally-binding e-signature, tracks status in real time, and auto-downloads and attaches the signed PDF back to the source document.
Expense Management for Business Central
A per-tenant AL extension that lets employees capture receipts on mobile with OCR, log mileage and per-diem, reconcile corporate card statements, and route everything through a policy-checked approval workflow straight into Business Central purchase invoices and the general ledger. Built, installed and supported by ECOSIRE on your tenant.
Expense & Reimbursement Claims for Business Central (HR)
A per-tenant Business Central AL extension for employee expense claims — receipt capture with OCR, per-policy spend limits, multi-level approval routing, mileage and per-diem rules, posting reimbursements straight to AP or payroll. Built, installed and supported by ECOSIRE on your environment.
Excel Financial Reporting (Jet-style) for Business Central
Excel-based, refreshable financial and consolidation reporting for Business Central with drill-down to G/L detail, dimension and budget reporting, and scheduled distribution. Built, installed as a per-tenant AL extension, and supported by ECOSIRE on your tenant.
- Live, refreshable Excel reports that pull G/L figures from Business Central over the standard OData v4 / REST API — one Refresh updates the whole workbook
- Parameter-driven templates (period, company, dimension value, budget version) for P&L, balance sheet, cash flow and management packs, built to your account schedules
- Multi-company consolidated reporting that combines G/L Entries across companies within the same Business Central tenant, with eliminations handled in-template
- Drill-down from any reported figure back to the underlying G/L Entry and dimension detail, opening the source record in Business Central