产品详细信息以英文显示。翻译即将推出。
速览
- 价格
- $499.00 USD
- dynamics_365_business_central 版本
- —
- 设置时间
- 20分钟
- 许可证
- 一次永久
- 语言
- 11 语言
一次性购买
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.
$499.00USD
现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。
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
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.
为什么选择 Excel-Native Financial Reporting for Business Central
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
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.
安装概述
从ECOSIRE下载
在 ecosire.com 上购买许可证并从您的帐户仪表板下载 Excel-Native Financial Reporting for Business Central 模块 ZIP。
上传至Odoo
将 ZIP 解压到服务器上的 Odoo 自定义插件文件夹中（或通过“应用程序”>“从 Odoo.sh / runbot 上的文件安装”上传）。
安装模块
激活开发者模式，打开应用程序，单击更新应用程序列表，搜索 Excel-Native Financial Reporting for Business Central，然后按安装。
配置设置
打开新菜单，粘贴您的 ECOSIRE 许可证密钥，连接任何外部凭据（Shopify、Amazon、Stripe 等），然后保存。
验证并上线
运行内置连接测试，同步前 10 条记录，并安排定期 cron。如果出现任何问题，请联系支持人员。
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 | 奥杜本机 |
|---|---|---|---|---|
| Live, no-export refresh from Business Central into Excel | ||||
| Cell-level drill-down to G/L entries and dimensions | ||||
| Tailored to your exact chart of accounts and consolidation rules | ||||
| Multi-company consolidation with your currency rules | ||||
| Scheduled refresh and email distribution via Job Queue | ||||
| Built, installed, and supported for you (no in-house AL team needed) | ||||
| Upgrade-safe across BC monthly releases with patching included | ||||
| Full source code and ownership handed over |
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.
为什么客户信任 ECOSIRE
SOC 2 对齐
符合 GDPR
安全条纹支付
30 天退款
终身更新
LGPL-3.0 许可证
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