什么是 Excel-Native Financial Reporting for Business Central？
A per-tenant Business Central extension that puts live, drillable financial and operational reporting inside Excel — built, installed, and supported by ECOSIRE on your own BC environment. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $499.00 USD; request a quote for a scoped proposal.
产品详细信息以英文显示。翻译即将推出。
示意预览A per-tenant Business Central extension that puts live,
drillable financial and operational reporting inside Excel — built, installed, and supported by
ECOSIRE on your own BC environment.
核心功能
Live Excel report builder backed by dedicated AL API pages and OData V4 queries — workbooks read directly from Business Central with no export step
Cell-level drill-down from any figure to the underlying G/L entries, document numbers, and dimension values
Reusable financial statement templates (P&L, balance sheet, cash flow) mapped to your BC account schedules and account categories
Scheduled report refresh and email distribution driven by the Business Central Job Queue
Multi-company consolidation that rolls up across your BC companies with currency translation rules you define
Dimension-aware filtering (department, project, cost center) using your real BC global and shateable dimensions
Power Query connection layer so analysts model in familiar Excel without writing API calls
Budget vs. actual and period-over-period variance columns sourced from BC budget entries
Per-tenant extension install (AL table/page extensions + API objects) tailored to your chart of accounts — not a generic template
Scoped permission sets so finance users see only the data their BC roles allow
Optional Power Platform / Dataverse surfacing for the same datasets in Power BI or Power Apps
Idempotent, upgrade-safe AL code that survives BC monthly platform and app updates
按需定制，全程代劳
无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。
- 1
您下单
以一次性构建价格开始。我们在启动时与您共同确定范围。
- 2
我们构建与安装
ECOSIRE 在您的 Dynamics 365 Business Central 上构建、配置并安装。
- 3
上线 + 支持
约 2–4 周内上线，并提供上线后的支持期。
关于此产品
Your controllers and FP&A analysts already live in Excel. The problem is the data: today they export static CSVs, paste them into models, and re-key numbers that are stale the moment they're saved. Excel-Native Financial Reporting for Business Central closes that gap. It is a custom AL extension that ECOSIRE builds for your tenant and installs directly on your Business Central environment, so your existing Excel workbooks pull live figures straight from BC over the OData V4 / REST API — no exports, no manual refresh, no copy-paste.
We expose your General Ledger entries, dimensions, budgets, and operational tables through purpose-built API pages and queries (page and query objects authored in AL), then wire them into Excel via a managed data connection and a Power Query layer. Analysts build P&L, balance sheet, and cash-flow statements once against named account schedules, and refresh them on demand or on a schedule. Every cell is drillable: double-click a figure to see the underlying G/L entries, document numbers, and dimension values that compose it.
Because it ships as a per-tenant extension (not a one-size AppSource app), the data model, account groupings, dimension filters, and consolidation rules match your chart of accounts — not a generic template. Multi-company consolidation rolls up across your BC companies with currency handling you define. Scheduled refresh and distribution run via the BC Job Queue, emailing finished workbooks to stakeholders.
This is a build-to-order engagement. ECOSIRE scopes, develops, deploys the extension to your sandbox then production, assigns the correct permission sets, and supports it afterward. It is honest, owned, and maintainable — not a black box.
你得到什么
- A per-tenant Business Central extension (.app) containing the AL API pages, queries, and any table/page extensions, deployed to your sandbox and then production
- A set of live Excel workbook templates (P&L, balance sheet, cash flow, plus your priority operational reports) pre-connected to your BC data
- Configured Job Queue entries for scheduled refresh and email distribution
- Permission sets aligned to your finance roles, assigned to the relevant users
- Source code, build pipeline notes, and a deployment runbook handed over for full ownership
- A walkthrough/training session for your controller and FP&A team, plus a short admin guide and warranty support window
这是给谁的
Controller
Owns the monthly close and statutory statements. Wants P&L and balance sheet that tie to BC to the penny, refresh on demand, and drill to source without raising an IT ticket.
FP&A Analyst
Builds budgets, forecasts, and variance models in Excel. Needs live actuals from Business Central by dimension and company so the model stops going stale and the re-keying stops.
Finance Director / CFO
Needs consolidated, multi-company numbers and scheduled distribution to the board — delivered in Excel they trust, with auditable drill-back to BC transactions.
Excel-Native Financial Reporting for Business Central 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | Dynamics 365 Business Central 原生 |
|---|---|---|---|---|
| Live, no-export refresh from Business Central into Excel | 包含 | 部分支持 | 部分支持 | 不包括在内 |
| Cell-level drill-down to G/L entries and dimensions | 包含 | 部分支持 | 部分支持 | 部分支持 |
| Tailored to your exact chart of accounts and consolidation rules | 包含 | 包含 | 不包括在内 | 部分支持 |
| Multi-company consolidation with your currency rules | 包含 | 部分支持 | 部分支持 | 不包括在内 |
| Scheduled refresh and email distribution via Job Queue | 包含 | 部分支持 | 部分支持 | 不包括在内 |
| Built, installed, and supported for you (no in-house AL team needed) | 包含 | 不包括在内 | 部分支持 | 不包括在内 |
| Upgrade-safe across BC monthly releases with patching included | 包含 | 部分支持 | 部分支持 | 包含 |
| Full source code and ownership handed over | 包含 | 包含 | 不包括在内 | 部分支持 |
关于Excel-Native Financial Reporting for Business Central的常见问题
Is this an instant download from Microsoft AppSource?
No. This is a build-to-order engagement. ECOSIRE develops a custom per-tenant extension tailored to your chart of accounts and dimensions, then installs it on your Business Central environment. There is no instant AppSource download — and that is deliberate, because the data model and consolidation rules are matched to your tenant rather than a generic template.
What is the typical delivery lead time?
After a short scoping call, a standard build is usually delivered in roughly 2 to 4 weeks: requirements and account-schedule mapping, AL development of the API pages and queries, deployment to your BC sandbox for UAT, then production install and team training. More companies, complex consolidations, or extra operational reports extend the timeline; we confirm exact dates in writing before starting.
How does ongoing support and updates work after delivery?
Every build includes a warranty support window, and we offer optional ongoing support plans. Business Central ships monthly platform and app updates, so we write upgrade-safe AL and monitor against major releases. If an update affects the extension, we patch and redeploy it under your support plan. You also receive the full source code and runbook, so you are never locked in.
Will it interfere with our Business Central data or performance?
No. The extension is read-oriented for reporting — it exposes data through API pages and OData queries and does not alter your transactions. Heavy refreshes are scheduled via the Job Queue during off-peak windows, and permission sets ensure users only read data their BC roles permit.
Can the same data feed Power BI or Power Apps, not just Excel?
Yes. The same AL API pages and queries can be surfaced through the Power Platform via Dataverse or direct OData connections, so the datasets we build for Excel can also drive Power BI dashboards or Power Apps. We scope that as an optional add-on if you need it.
相关模块
申请报价
Excel-Native Financial Reporting for Business Central
A per-tenant Business Central extension that puts live, drillable financial and operational reporting inside Excel — built, installed, and supported by ECOSIRE on your own BC environment.
- Live Excel report builder backed by dedicated AL API pages and OData V4 queries — workbooks read directly from Business Central with no export step
- Cell-level drill-down from any figure to the underlying G/L entries, document numbers, and dimension values
- Reusable financial statement templates (P&L, balance sheet, cash flow) mapped to your BC account schedules and account categories
- Scheduled report refresh and email distribution driven by the Business Central Job Queue