Jet Reports
by insightsoftware · Operational Reporting
Excel add-in for live financial reporting on Dynamics GP, NAV, and Business Central.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
Microsoft Dynamics 365 Business CentralMicrosoft Dynamics NAVMicrosoft Dynamics GPPower BI- Deployment
- Cloud, On-premise
- Company size
- SMB, Mid-market
- Pricing
- Quote-based
- Headquarters
- Raleigh, North Carolina, United States
Overview
Jet Reports is an Excel-based financial and operational reporting add-in built by insightsoftware for organizations running Microsoft Dynamics GP, Dynamics NAV, or Dynamics 365 Business Central. It connects live to ERP data from inside Excel, letting finance teams build, refresh, and drill down into reports using spreadsheet skills they already have, instead of exporting data or waiting on IT-built reports.
The product ships 100+ pre-built report templates for statements such as income, balance sheet, and cash flow, and supports multi-company/multi-entity consolidation in a single report. insightsoftware's Lineos AI layer adds Report Assist, which generates multi-table reports (with joins, filters, and formatting) from natural-language prompts, alongside Data Assist for surfacing trends and anomalies and Doc Assist for document analysis. A companion cloud service, Reports Center, gives teams a web portal to schedule, distribute, and review reports from anywhere, including mobile browsers, and can embed Power BI dashboards alongside Jet's own financial reports; a browser-based Excel Online plugin lets users run reports without installing desktop Excel.
Jet Reports is part of insightsoftware's Jet product family, alongside Jet Analytics (data warehouse automation for Dynamics) and Jet Hub (web/mobile access layer). insightsoftware itself, headquartered in Raleigh, North Carolina, is a privately held provider of ERP reporting, accounting, and data/analytics software spanning 140+ data sources beyond the Dynamics ecosystem.
Screenshots & demo
Screenshots sourced from insightsoftware.
Features & capabilities
Excel-Native Financial Reporting
Report building and editing inside Excel itself, connected live to ERP data.
- Live, real-time connection to Dynamics GP, NAV, and Business Central data
- Build and edit reports directly in Excel using existing spreadsheet skills
- View, edit, and run calculations without exporting data to a separate tool
- Instant drill-down from report totals into underlying transaction detail
- Multi-company and multi-entity consolidation in a single report
- 100+ pre-built report templates (income statement, balance sheet, cash flow)
- Drag-and-drop report builder for custom reports without IT help
AI-Powered Reporting (Lineos AI)
AI assistance for building and interpreting reports.
- Report Assist: build reports from natural-language prompts instead of formulas
- Multi-table reports with automatic joins generated from plain-language requests
- Dynamic filters and formatting applied via natural language
- Data Assist: surfaces trends and anomalies in ERP data automatically
- Doc Assist: AI-based document analysis
Reports Center (Cloud Reporting Portal)
A cloud web portal layered on top of the Excel add-in for scheduling and distribution.
- Secure web portal for accessing Business Central reports anywhere, including on mobile browsers
- Automated report scheduling, refresh, and distribution
- Centralized review, share, and publish workflow for reports
- Embedded Power BI dashboards alongside financial reports in one interface
- Excel Online plugin runs reports directly in a browser with no desktop Excel install
ERP Connectivity & Data Access
Connectors and data reach across the Dynamics ecosystem and beyond.
- Native connectors for Microsoft Dynamics GP, Dynamics NAV, and Dynamics 365 Business Central
- Access to 140+ data sources across ERP, CRM, and other systems for report building
- Real-time data refresh with no manual export/import step
- Works alongside Jet Analytics (data warehouse automation) and Jet Hub (web/mobile access) for broader Dynamics reporting needs
Common use cases
- Cutting weekly management-reporting time (one manufacturer reduced this from 16 hours to 4 hours weekly on Dynamics NAV)
- Running continuous internal-audit exception reports instead of periodic manual reviews
- Automating recurring customer and vendor reports (e.g. delivery notes) without manual data extraction
- Letting finance, engineering, and sales teams build and modify their own reports without IT involvement
- Consolidating reporting across multiple entities and currencies in Excel during a Dynamics NAV to Business Central migration
- Accessing Business Central reports remotely via the Excel Online plugin, without a desktop Excel install
- Embedding Power BI dashboards alongside Jet financial reports in Reports Center for a single reporting view
Strengths & considerations
Strengths
- Purpose-built for Microsoft Dynamics GP, NAV, and Business Central rather than a general-purpose BI tool
- Reports live inside Excel itself, so finance teams build reports with skills they already have rather than a separate report designer
- AI-powered Report Assist generates multi-table reports (joins, filters, formatting) from natural-language prompts
- Reports Center adds a cloud portal, scheduling, and embedded Power BI on top of the Excel add-in, covering desktop, browser, and mobile access
ERP integrations
Live data connection with drill-down to source transactions; also available via the Excel Online browser plugin
Finance users can turn Jet Reports data into Power BI dashboards without IT help
Pricing
insightsoftware does not publish price tiers for Jet Reports; pricing is provided after a demo/discovery call and is driven by modules and user count. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- Hybrid: desktop Excel add-in plus cloud Reports Center portal and Excel Online browser access
- Compliance
- SOC 2 Type 2, GDPR, CCPA
- Languages
- English, French, German, Spanish, Swedish, Finnish
About the vendor
- Headquarters
- Raleigh, North Carolina, United States
- Ownership
- Private
- Notable customers
- Associated Battery Manufacturers (ABM), kolb Cleaning Technology GmbH, Thomas Wellness Group
Alternatives to Jet Reports in Operational Reporting
Jet Reports — frequently asked questions
What ERPs does Jet Reports connect to?
Jet Reports connects directly to Microsoft Dynamics GP, Dynamics NAV, and Dynamics 365 Business Central, pulling live data into Excel-based reports without manual exports.
Do I need coding or IT skills to build reports in Jet Reports?
No. Reports are built inside Excel using drag-and-drop fields and existing spreadsheet skills, and the AI-powered Report Assist can generate multi-table reports from natural-language prompts.
Can Jet Reports be used outside of desktop Excel?
Yes. Jet Reports for Excel Online runs reports directly in a web browser, and the cloud-based Reports Center provides a portal for scheduling, distributing, and viewing reports, including on mobile browsers, without installing desktop Excel.
How much does Jet Reports cost?
insightsoftware does not publish price tiers for Jet Reports. Pricing is quote-based and provided after a product demo or discovery call.
Does Jet Reports integrate with Power BI?
Yes. Reports Center can embed Power BI dashboards alongside Jet Reports' financial reports, and finance users can turn Jet Reports data into Power BI dashboards without IT help.
Evaluating Operational Reporting?
Tell us your ERP and requirements and we'll send an independent shortlist — including Jet Reports and the best-fit alternatives — with honest pros and cons.