Finance

Improve Financial Visibility with Real-Time Power BI Reporting

Do you need greater visibility into your financial performance, profitability and business trends?

Business Central Finance Insights provides finance teams with real-time access to the financial information they need to make informed decisions, monitor performance and drive business growth.

Built specifically for Microsoft Dynamics 365 Business Central, the app delivers a suite of interactive Power BI reports that provide a complete view of your financial position, including financial statements, budgets, account analysis, financial ratios and trend reporting.

Empower Finance Teams, Not Developers

One of the unique capabilities within Finance Insights is the ability to leverage the standard Financial Reports and Account Categories already maintained within Microsoft Dynamics 365 Business Central.

Rather than relying on Power BI developers every time reporting requirements change, finance teams can create and maintain financial reporting structures directly within Business Central. Changes to reporting rows, account groupings and financial layouts automatically flow through to Power BI, reducing maintenance effort and helping ensure reports remain aligned with the business as it evolves.

This gives finance teams greater control over financial reporting while benefiting from the visualisation, drill-through and analytical capabilities of Power BI.

Track and Analyse Financial Performance

Gain instant access to the information you need to monitor financial performance and support strategic decision-making, including:

Finance Overview
Chart of Accounts
Balance Sheet
Assets
Liabilities and Equity
Income Statement
Income and Expenses

Analyse financial data by G/L account, account category, fixed asset, dimension, department, location and company to gain a complete understanding of your business performance.

Key Benefits

Improve Financial Visibility

Gain a complete view of your organisation's financial position, performance and profitability.

Monitor Business Performance

Track revenue, expenses, margins and financial trends to support better decision-making.

Analyse Financial Statements

Explore Balance Sheets, Income Statements and financial results with transaction-level detail.

Track Budgets and Variances

Compare actual performance against budgets and identify areas requiring attention.

Measure Financial Health

Monitor key financial ratios, including profitability, liquidity, activity and leverage metrics.

Features

Over 150 measures and 20+ dimensions
Interactive Power BI dashboards
Transaction-level drill-through to G/L entries
Decomposition Tree analysis
Multi-company reporting
Flexible dimensional reporting
Financial ratio analysis
Budget versus actual reporting

Common Questions Finance Insights Answers

What are our gross and net profit margins?
How is profitability changing over time?
Which areas of the business generate the highest revenue and profit?
How does actual performance compare to budget?
What are our key liquidity, leverage and profitability ratios?
Which accounts are driving increases in costs or expenses?
How has our financial position changed over time?
What trends should management be monitoring?

Gain Greater Control of Your Financial Performance

Finance Insights transforms data from Microsoft Dynamics 365 Business Central into actionable insights through interactive Power BI reports, helping finance teams improve visibility, monitor performance and make faster, data-driven decisions.

Whether you're reviewing monthly results, monitoring profitability or planning for future growth, Finance Insights provides the information you need to confidently manage your business.

Start your free 30-day trial today.