Empowering the Office of the CFO in the Microsoft Dynamics Ecosystem

May 28, 2025

Finance leaders today face increasingly complex challenges, from managing vast amounts of data to meeting growing demands for real-time insights and agility. During a recent LinkedIn Live session, insightsoftware showcased how it is addressing these challenges by empowering the Office of the CFO through innovative solutions, deep integration with Microsoft Dynamics, and strategic partnerships. Head over to our LinkedIn page to watch on-demand.

Here’s how insightsoftware is reshaping financial reporting and planning with cutting-edge tools designed to bring clarity, control, and speed to finance and BI teams.

Meeting CFOs Where They Are

insightsoftware understands that every organization’s journey is unique. For finance teams operating within the Microsoft Dynamics ecosystem—including users of GP, NAV, Business Central, AX, and F&SCM—the company offers tailored solutions that meet businesses exactly where they are.

The mission is simple yet powerful: to make financial reporting and planning faster and more reliable by streamlining and automating processes. Whether it’s through close and consolidation tools, real-time reporting, or advanced planning capabilities, insightsoftware strives to provide visibility into complex financial processes while enabling businesses to operate with confidence.

The Power of Innovation with Reports Center

One of insightsoftware’s standout innovations is  Reports Center, a SaaS Solution that redefines reporting for Microsoft Dynamics users. Designed to eliminate pain points like clunky systems and hardware dependencies, Report Center offers businesses the ability to schedule and distribute reports seamlessly within a fully cloud-supported environment.

Panelist Lee An Schommer, Chief Product Officer at insightsoftware, highlighted how feedback from early adopters and partners shaped Reports Center’s evolution. It not only simplifies report scheduling but also enables finance teams to deliver predictable, dynamic reports built on powerful, real-time data. Since its launch, a significant amount of Reports Center’s positive feedback has been in praise of its ability to modernize reporting processes while meeting the demands of cloud-first businesses.

And this is only the beginning. With ongoing updates and enhancements driven by user feedback, Reports Center is a testament to insightsoftware’s commitment to continuous innovation.

AI-Driven Transformation

Artificial intelligence is playing a pivotal role in insightsoftware’s strategy, and the company is determined to cut through the hype to deliver real, impactful solutions. insightsoftware integrates AI services across its product suite to improve productivity and tackle real-world challenges.

One exciting use case is AI-powered assistance within tools like Jet Reports. For example, users can ask AI how to create complex formulas or build a report directly from their data. The AI even identifies anomalies and streamlines report generation, enabling finance leaders to focus on decision-making rather than data wrangling.

Rather than simply following trends, insightsoftware prioritizes delivering AI features that solve meaningful problems, such as enabling faster onboarding for new users and creating dynamic, customizable reports with minimal effort.

Partnership-Driven Success

Central to insightsoftware’s approach is its reliance on a global network of over 800 trusted partners. These partnerships not only bolster the delivery and implementation of insightsoftware’s solutions but also shape the future of its offerings.

Through advisory boards, innovation portals, and collaborative feedback, partners help refine products to ensure they meet users’ real-world needs. Examples of this collaboration are evident in cutting-edge developments like the integration between Jet Reports and Microsoft Fabric for enhanced data reporting and analytics.

These partnerships highlight a shared commitment to empowering finance leaders and extending the capabilities of Microsoft Dynamics.

Supporting CFOs in the Cloud Era

The shift to cloud-first solutions is reshaping financial reporting and planning. Cloud adoption is here to stay, with tools like Reports Center and Jet Reports enabling businesses to transition seamlessly while maintaining access to historical on-premises data.

For organizations concerned about legacy systems or compliance, insightsoftware’s Platform allows customers to run systems in parallel during migration. Built on an open business data fabric, the Platform integrates more than 200 data sources, seamlessly connecting finance, accounting, and operations applications in a single, cloud-based space. Platform users enjoy the continuity of working in the applications they already know while completing a frictionless transition to fully cloud-based operations, ensuring critical reports remain uninterrupted, and teams remain productive.

Additionally, insightsoftware provides tools to consolidate data from multiple sources, offering finance leaders an aggregated view of their business while simplifying complex analytic processes.

Looking Ahead

insightsoftware’s vision for the future lies in continuous innovation tailored to the evolving needs of finance leaders. From enhancing Power BI integration with Power ON to modernizing existing solutions like Jet Reports, insightsoftware’s roadmap is driven by its dedication to simplifying and improving financial reporting and planning.

Excel users, Power BI enthusiasts, and multi-ERP organizations alike can expect powerful solutions designed to meet them where they work. And with partners leading the charge on innovations like Microsoft Fabric integration, insightsoftware continues to complement and extend the capabilities of ERP systems like Microsoft Dynamics.

Redefining the Future of Finance

Through products like Reports Center, Jet Reports, and Power ON, advanced AI features, and a collaborative approach with its partner ecosystem, insightsoftware empowers finance leaders to meet today’s challenges with agility and focus. Whether migrating to the cloud, leveraging AI, or scaling with growing business needs, insightsoftware is committed to driving success for the Office of the CFO.

To learn more about insightsoftware’s innovative solutions and how they can help transform your financial processes, visit insightsoftware.com. Follow the company on LinkedIn for updates on the latest developments.

Empowerment, innovation, and collaboration are at the heart of insightsoftware’s efforts to transform financial reporting and planning. With trusted tools and dedicated partners, the Office of the CFO is better prepared than ever to lead in the modern business world.