Atlas 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.
Atlas Alternatives
FISPAN is a leader in embedded ERP banking, connecting financial institutions directly to the ERP and accounting systems businesses rely on every day. By embedding secure banking functionality inside NetSuite, Sage Intacct, Microsoft Dynamics 365 Business Central, Workday, QuickBooks, and Xero, FISPAN eliminates manual file uploads and disconnected workflows.
Automate accounts payable, streamline accounts receivable, enable reliable bank feeds, initiate payments, manage expense reimbursements, and access near real-time cash visibility, all within your ERP. FISPAN’s secure API connectivity ensures accurate transaction data flows directly into your reconciliation module, reducing errors, improving efficiency, and enhancing financial control.
Designed for banks, businesses, and ERP partners, FISPAN transforms ERP systems into fully connected financial command centers.
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Plauti brings native data quality to Salesforce and Microsoft Dynamics 365 CE, giving teams the confidence to automate, report, and run AI on records they can actually trust. Nothing is exported to outside servers: everything runs inside your own CRM, and your admins keep full control without filing a single IT ticket.
Data quality with Plauti covers the whole record lifecycle:
Get a live view of data health across every object (table) and field, so the whole team works from one accurate picture
Bulk-clean existing duplicates, standardize formatting, and validate emails, phone numbers, and addresses
Stop bad records before they land, whether they come in through manual entry, imports, the API, or AI tools like Agentforce and Copilot
Put clean data to work right away: route it, distribute it downstream, and let AI act on records it can rely on
Because it's built directly on Salesforce and Dynamics 365 CE architecture, Plauti inherits your existing permissions and security setup. There's no separate login to manage, no delay syncing data between systems, and no compliance blind spots.
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IQubz Reporting & Analytics
IQubz is a certified partner of Microsoft specializing in consulting services for Microsoft Dynamics CRM, focusing on integration, personalization, reporting, and analytics. They provide solutions that integrate Dynamics CRM with essential systems like ERP and eCommerce platforms, ensuring seamless connectivity for business operations. Their expertise extends to advanced data import and export processes (ETL) utilizing SQL Server Integration Services (SSIS). Additionally, they create context-sensitive reports using SQL Server Reporting Services (SSRS) to deliver tailored insights. The firm also offers customization services, developing CRM forms, workflows, and entity schema designs to meet specific client needs. Utilizing .Net technology, IQubz designs and develops custom applications, along with advanced import/export routines via Dynamics CRM web services. They also specialize in creating personalized reports and custom applications for Dynamics CRM, enabling businesses to analyze their data effectively. Moreover, they develop custom cubes that facilitate the analysis of Dynamics CRM and application data, as well as dynamic dashboards that present key information in a user-friendly browser format. In essence, IQubz empowers businesses to leverage Dynamics CRM to its fullest potential through various tailored solutions.
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Velixo
Velixo is a powerful tool that integrates with Excel and leverages APIs to provide instantaneous ERP reporting, automation, budgeting, planning, and data analysis, all while maintaining strict governance standards and formatting integrity. This solution facilitates self-service reporting right within Excel, allowing finance and operations teams to take charge of their tasks and save valuable time. With bi-directional connectivity to your cloud ERP and Microsoft 365, Velixo offers live data extraction, the ability to create dynamic reports, and one-click writeback for budgets, journal entries, project forecasts, and various ERP records. Its Smart-Refresh engine enhances performance through in-memory caching and incremental updates, ensuring that users always work with the most current data. The tool includes specialized Accelerator functions designed for ERP, making the report creation process user-friendly and efficient, while also enabling seamless multi-company, multi-currency, and multi-tenant consolidations. Additionally, users can take advantage of advanced drill-down features, allowing for an in-depth exploration of underlying transactions and easy navigation back to specific ERP documents, fostering a deeper understanding of their financial data. Overall, Velixo transforms traditional reporting practices by streamlining workflows and empowering users with robust analytical capabilities.
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Pricing
Free Trial:
Yes
Integrations
Company Details
Company:
insightsoftware
Year Founded:
2018
Headquarters:
United States
Website:
www.globesoftware.com
Media
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Product Details
Platforms
Web-Based
Windows
Mac
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Live Rep (24/7)
Atlas Features and Options
Business Intelligence Software
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
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