Jet Reports vs XLReporting
operational reporting head-to-head for ERP teams: evidenced capabilities, published pricing, and which ERPs each actually integrates with.
| Starting price | Quote-based | Subscription (Standard and Enterprise tiers priced monthly/annually; Partner plan is quote-based) |
| Deployment | Cloud, On-premise | Cloud |
| Company size | SMB, Mid-market | SMB, Mid-market, Enterprise |
| Stated ERP integrations | Microsoft Dynamics 365 | NetSuite, Oracle Fusion Cloud, SAP, Microsoft Dynamics 365, QuickBooks, Xero |
| Vendor | insightsoftware | XLReporting |
Our take
Where Jet Reports leads
- Stronger evidenced coverage on 8 of the 32 capabilities where they differ (led by natural-language report building and excel-native report building).
Where XLReporting leads
- Stronger evidenced coverage on 24 of the 32 capabilities where they differ (led by broad chart / visualization library and 3-way forecasting).
- Stated NetSuite, Oracle Fusion Cloud, SAP, QuickBooks, Xero integration the alternative doesn't list.
Where they differ
The 32 capabilities (of 49 in the operational reporting taxonomy) where the evidence separates them, biggest gaps first. “Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
| Capability | ||
|---|---|---|
| Broad chart / visualization libraryDashboards & Visualization | Not evidenced | Core strength 30+ visualization types including treemaps and organograms |
| 3-way forecastingBudgeting, Planning & Forecasting | Not evidenced | Core strength 3-way forecasting including cashflow |
| Multiple budget versionsBudgeting, Planning & Forecasting | Not evidenced | Core strength Multiple budget versions and custom budget models |
| Intercompany eliminationsMulti-Entity Consolidation | Not evidenced | Core strength Automated elimination and consolidation journals with intercompany relationship definitions |
| Governed consolidation audit trailMulti-Entity Consolidation | Not evidenced | Core strength Automated elimination/consolidation journals with audit trail and validation rules |
| Natural-language report buildingAI & Automated Insights | Core strength Report Assist builds reports and multi-table joins from natural-language prompts | Not evidenced |
| File / spreadsheet importData Connectivity & Integration | Not evidenced | Core strength Excel, CSV, TXT, JSON, XML imports plus Dropbox, Google Drive, OneDrive, Box, AWS, URL sources |
| Single sign-on (SSO)Platform Security & Administration | Not evidenced | Core strength SSO via Azure AD, Auth0, Google Identity, Okta, WorkOS, SecureLogin, Surf Conext |
| User action audit loggingPlatform Security & Administration | Not evidenced | Core strength Full audit logging of user actions, including views |
| Compliance certificationsPlatform Security & Administration | Not evidenced | Core strength ISO 27001:2022 certified and GDPR/AVG compliant |
| Excel-native report buildingReport Building & Design | Core strength Reports built and edited directly in Excel using existing spreadsheet skills | Partial Spreadsheet-style web UI with Excel-compatible formulas; not an Excel add-in |
| Custom formula / calculation builderReport Building & Design | Not evidenced | Supported Excel-compatible formula functions with full model layout control |
| No-code ad hoc query buildingSelf-Service Analytics & Data Quality | Not evidenced | Supported Point-and-click report design without IT involvement |
| KPI tracking and alertsDashboards & Visualization | Not evidenced | Supported Interactive dashboards embed KPIs; explicit threshold alerting not confirmed |
| Budget workflow & approvalsBudgeting, Planning & Forecasting | Not evidenced | Supported Budget holder data entry with controlled submission workflow |
| Multi-currency translationMulti-Entity Consolidation | Not evidenced | Supported |
| Cross-system consolidationMulti-Entity Consolidation | Not evidenced Microsoft Dynamics family only (GP, NAV, Business Central) | Supported Connects Xero, QuickBooks, SAP Business One, Oracle, NetSuite, Dynamics 365 and more |
| Scheduled report distributionDistribution & Collaboration | Supported Automated report scheduling, refresh and distribution via Reports Center | Not evidenced |
| Multi-format exportDistribution & Collaboration | Not evidenced | Supported Export to Excel or PDF, fully formatted for print or publishing |
| Mobile / browser accessDistribution & Collaboration | Supported Reports Center web portal on mobile browsers; Excel Online plugin needs no desktop install | Not evidenced |
| Open API for custom integrationData Connectivity & Integration | Not evidenced | Supported REST API and custom connectors built on request |
| iPaaS connectivityData Connectivity & Integration | Not evidenced | Supported iPaaS connectivity via Zapier, n8n, Dataddo and Hevo |
| Role-based access controlPlatform Security & Administration | Not evidenced | Supported Role-based access controls and user permission management |
| Data encryption in transit & at restPlatform Security & Administration | Not evidenced | Supported Data encrypted in transit (SSL) and at rest |
| Pre-built report templatesReport Building & Design | Core strength 100+ pre-built report templates (income statement, balance sheet, cash flow) | Supported Purpose-built planner templates (e.g. Revenue Planner, SaaS Planner) |
| Drill-down to transaction detailReport Building & Design | Core strength Instant drill-down from report totals into underlying transaction detail | Supported Drilldown and click-through from summary to transaction level |
| Interactive dashboardsDashboards & Visualization | Supported Embedded Power BI dashboards alongside financial reports | Core strength Interactive dashboards embedding reports and KPIs |
| Driver-based budgetingBudgeting, Planning & Forecasting | Not evidenced | Partial Purpose-built planner templates (Revenue/SaaS); explicit driver-based modeling not confirmed |
| White-labelled / branded outputDistribution & Collaboration | Not evidenced | Partial White-label available on the Advanced/Enterprise tier |
| Multi-ERP connectivityData Connectivity & Integration | Supported Native GP/NAV/Business Central connectors; vendor claims 140+ data sources across ERP and CRM | Core strength 40+ connectors spanning accounting, ERP and file sources |
| Live / real-time data refreshData Connectivity & Integration | Core strength Live, real-time connection with no manual export/import step | Supported Real-time data feeds from connected systems into forecast models |
| Unified data warehouse layerData Connectivity & Integration | Partial Via companion product Jet Analytics, not built into Jet Reports itself | Not evidenced |
Both grade identically on the other 17 capabilities — see each product's full profile: Jet Reports, XLReporting.
Jet Reports vs XLReporting — FAQs
Is Jet Reports or XLReporting better for ERP integration?
Both state integrations with Microsoft Dynamics 365. XLReporting additionally lists NetSuite, Oracle Fusion Cloud, SAP, QuickBooks, Xero. Always verify the connector against your ERP version with a reference customer.
Which is cheaper, Jet Reports or XLReporting?
Neither publishes a list price — both quote. Ask each for the all-in first-year cost at your seat count, as one number, and compare those.
Get pricing for both
Tell us your ERP, seat count and must-haves and we'll come back with an independent view of what Jet Reports and XLReporting should each cost you — and whether a third option belongs on your shortlist.