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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Operational reporting, task automation, and uploads for Microsoft Dynamics can be efficiently managed inside Excel. Manual tasks such as bulk uploads, distributing reports, and entering data again into Microsoft Dynamics consume valuable time, are prone to errors, and create undue stress for your finance team on a monthly basis. The process of identifying and rectifying reconciliation discrepancies is labor-intensive and can lead to significant issues with data integrity. Without proper visibility into your ERP and other data sources, gaining a comprehensive understanding of your financial status and closing the month can be quite challenging. The standard reporting tools that come with Microsoft Dynamics often necessitate substantial IT support, resulting in delays in report generation and creating bottlenecks for your IT department. However, with Atlas, you can effortlessly create and disseminate real-time reports without needing IT’s assistance, as it seamlessly integrates live data from Microsoft Dynamics and other sources, empowering you to generate precise financial and operational reports efficiently. This not only enhances productivity but also allows your finance team to focus on more strategic tasks, ultimately driving better decision-making for your organization.

Description

KPImailer, a standalone app, integrates with your company's BI to allow you to expand reporting across your company and beyond. Automate alerts and reports in minutes, and delight those who rely on your insight! KPImailer allows you to create recurring reports, alerts, and minutes. After a few setups, everything runs automatically and sends recurring emails with the latest information everyone needs. In just a few steps, you can create, schedule, and send the perfect report for any use. KPImailer automatically refreshes and filters the data and sends it to the correct people at the right time. Personalize your email with text, images, Xls/CSV file, and export to SQL data from your dashboards. You can opt to be notified about system and business measures. Stop wasting time on manual tasks that don't add value. Automate your alerts and reports by exception. All in just a few minutes

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
Microsoft Power BI Yes 
Qlik Sense No 

Integrations

Microsoft Dynamics 365 No 
Microsoft Excel No 
Microsoft Power BI No 
Qlik Sense Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

2,400 €/ year/license
Unlimited reports, Alerts & Recipients
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

insightsoftware

Founded

2018

Country

United States

Website

www.globesoftware.com

Vendor Details

Company Name

Relevance Management

Country

Romania

Website

kpimailer.app

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics Yes 

Reporting

Customizable Dashboard No 
Data Source Connectors No 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports No 
Forecasting No 
Marketing Reports No 
OLAP No 
Report Export No 
Sales Reports No 
Scheduled / Automated Reports No 

Product Features

Reporting

Customizable Dashboard No 
Data Source Connectors No 
Drag & Drop Yes 
Drill Down No 
Email Reports No 
Financial Reports No 
Forecasting No 
Marketing Reports Yes 
OLAP No 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

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