Rating
4.6
29 reviews
Categories
2
Founded
2018
Employees
2300
Funding
1B
Private Equity
Jet Reports is an Excel-based financial reporting and analytics solution that provides real-time access to data from Microsoft Dynamics ERP systems, including Dynamics GP, NAV, and D365 Business Central. Finance teams can create refreshable reports directly in Excel without manual exports or IT support. With live ERP data connectivity, the software enables work with current information in a familiar interface, leveraging existing Excel skills while handling complex ERP relationships automatically. The solution features AI-powered tools such as Data Assist for spotting trends and Report Assist for building reports using natural language queries. It integrates with Microsoft Power BI for dashboards and visualizations. A cloud-based Reports Center provides automation, scheduling, and collaboration capabilities. The platform excels in multi-company reporting, consolidating data across entities in real-time for unified financial insights.
Ad spend / mo
$72K
529 paid keywords
Paid visits / mo
14,048
Organic keywords
30,822
Organic visits / mo
26,319
Authority
48
14,328 ref domains
Creatives run
100
as Insightsoftware, LLC
Active now
100
last 14 days
Advertising since
Oct 2021
4.5+ yrs running
Last seen
today
still active
The shared messaging across Excel-Based ERP Reporting Add-In advertisers - the validated angles to copy. See the niche →
(29 reviews)
It has been good for the reporting work. Mainly it helped in connecting Excel with our business data and make reports faster. yaa the setup was not very hard, but it took some time to understand the options properly.
Pros: It helps in making reports from Excel and Dynamics data. It saves a lot of time because I don't have to prepare every report manually.
Cons: It takes some time to understand at first. Some setup parts are confusing for new users. The UI is kind of basic.
Abhishek Kumar T. · SDE · Marketing and Advertising · May 17, 2026
It's great in helping me analyze, drill up and generate up _ date reports for business and it is super fast.
Pros: It is fast, reliable and trustworthy. It helps me share up_ to _ date reports promptly. It helps me pull down real time data from Microsoft dynamics.
Cons: It can be a little difficult to use most especially for first time users of the software.Trouble shooting helps are thin.
peace o. · Manager · Information Technology and Services · April 4, 2026
| Category | Page | Rank | Placement |
|---|---|---|---|
| Financial Reporting | 1 | 2 | Ad |
Domain confidence 90%
| Keyword they bid on | CPC | Pos | % budget | Landing page |
|---|
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https://www.insightsoftware.com
SAP Business One Reporting & BI Solutions | insightsoftware
Activate Your SAP Business One Data for Financial Reporting and Analysis. Get a Free Demo! Put Business Users in...
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SAP Business One Reporting & BI Solutions | insightsoftware
Activate Your SAP Business One Data for Financial Reporting and Analysis. Get a Free Demo! Put Business Users in Control of their SAP Business One Reporting...
https://www.insightsoftware.com
SAP Business One Reporting & BI Solutions | insightsoftware
Activate Your SAP Business One Data for Financial Reporting and Analysis. Get...
https://www.insightsoftware.com
SAP Business One Reporting & BI Solutions | insightsoftware
Activate Your SAP Business One Data for Financial Reporting and Analysis. Get a Free Demo! Put Business Users in Control of their SAP Business One Reporting with Spreadsheet Server.
https://www.insightsoftware.com
The product has helped me deliver better quality reports to my clients quicker than before. Customer support is very quick and very good.
Pros: The ability to design any report you can think of in your own format and style is powerful. Ability to transfer your Excel knowledge across is useful.
Cons: Despite the product being Excel based, the learning curve to become competent with the product is steep. You need to invest the time to be able to extract the maximum amount of value from the product.
James B. · DIRECTOR · Accounting · February 11, 2026
Once you've learned and built you report, you can automated your reporting process. Jet Reports makes it easier to automate regular reporting processes, which saves time and reduces human error. Users can schedule reports to run and distribute automatically, which is a huge plus for teams with repetitive reporting needs.
Pros: What I like most about JetReports is the flexibility—it lets me build the reports I need without waiting on IT. I can get up-to-date numbers right in Excel, which makes decision-making a lot faster and more reliable.
Cons: For users not familiar with reporting tools or Excel-based solutions, Jet Reports can be a bit difficult to pick up at first. While it's Excel-based, mastering its advanced features like custom queries and the intricacies of its reporting functions can take time.
Aida J. · Inventory Accountant · Hospitality · October 16, 2025
We can personalize our report based on our needs, it saves our valued time, formula is easy to understand as we can also enhance with excel formula, there are many template of financial reports we can use. The customer support and the account manager are very helpful and fast response, mostly we all are served well. We can integrate with many ERP and data source, also reports can be combine across companies. Imagine we custom report built in, it will cost much more than we purchase this Jet Report license. so yeah, so far, it's satisfying tools for reporting. We can run with schedule and run it in background so it will not affecting our other activities in Excel.
Pros: Easy to use as this tool is an add on excel so we can combine with excel formula. Formula really easy to understand. Many source data we can integrate with.
Cons: The version updates are released quite frequently, so we need to ensure our Jet Reports are regularly updated to stay compatible with the latest versions.
Indriyani P. · Support Consultant · Computer Software · October 10, 2025
been on and off with reporting tools but jet felt… less soul-crushing. plugged into excel like it actually belonged there, not some bolted-on mess. first week was rough (kept wondering why i need another add-in) but once you get the templates rolling, numbers stop being a nightmare. i’ve pulled p&ls for clients in minutes that used to take me half a day. still feels clunky sometimes but compared to the circus before, i’ll take it.
Pros: direct excel integration (no need to learn a whole alien UI) •scheduling reports without me babysitting •can actually drill into numbers instead of exporting 10 csvs •clients stop asking “where’s the latest version” every damn hour
Cons: setup wasn’t smooth, needed IT to help me connect the ERP (wasted a morning on calls) •some reports lag like they’re stuck in 2008 •UI could look less like windows vista, seriously •if you don’t know excel formulas you’re dead in the water
Saksham m. · Founder · Animation · September 20, 2025
We have had a very positive experience with JET reports. Again, we would recommend them if you are interested.
Pros: JET provides great customer support. The reporting tools we have gained has brought us great value for what we paid. We would be lost without our JET reports.
Cons: There is a learning curve to writing the reports, but the tools within to help write functions is very straightforward. Again, customer service and training helps get you on a great path with reports.
Janae M. · Integrator · Farming · September 10, 2025
I’ve recently started using Jet Reports and have been impressed with how quickly I was able to pick it up, even with limited time. A big shout-out to [sensitive content hidden] ., who has been an incredible resource throughout the process.
Pros: Easy to learn and quick to get started Strong core reporting functionality Excellent support from knowledgeable resources (special thanks to [sensitive content hidden] )
Cons: Some feature limitations compared to more advanced tools Customization options could be broader Older Jet Hub versions have had issues however I have not experiance the same issues post updates
Michael H. · ISM · Electrical/Electronic Manufacturing · September 5, 2025
Experience has been great, the reports are efficient and work well with our accounting software (microsoft Dynamics).
Pros: The best thing about jet reports is that is highly customizable & integrates with our accounting software.
Cons: One issue with Jet reports is there are sometimes bugs when an update to the software is done. Sometimes reports need to be reconfigured a little.
Ryan D. · Controller · Financial Services · September 5, 2025
Overall, my experience with Jet Reports support has been great. I request [sensitive contnet hidden] every time as she seems very knowledgeable and her experience with Jet is evident in the formulas she helps to create.
Pros: Being able to create formulas to set up dynamic ways to pull all account numbers using dimensions.
Cons: Sometimes the formulas are complicated, but [sensitive contnet hidden] is a great resource to help update old reports with better formulas.
Melissa K. · Accountant · Non-Profit Organization Management · April 3, 2025
I am extremely happy with Jet Reports, I would recommend them to anyone to use. We have other reporting software that we use for other programs, and Jet is by far my favorite.
Pros: I am able to build out reports one time, and have a vast amount of data at my fingertips. I have worked with [sensitive content hidden] with Insight Software, with her knowledge and expertise with Jet Reports we have made some great reports that our executive team uses every day.
Cons: Not so much a fault of Jet, but in Business Central there are so many tables and options it can be hard to know where to pull data from. That being said, having an expert like [sensitive content hidden] was a game changer.
C J M. · IT Director · Construction · April 3, 2025
It's a powerful time-saving tool when you know how to code and set up the reports correctly.
Pros: Jet Analytics has saved us significant time running our financials. It's highly customizable, integrates with multiple data sources, and the support team—especially [sensitive content hidden]—is incredibly helpful and knowledgeable.
Cons: There are times when the report will not work or will give an error message when running and you need to fix the issue in order for your reports to work again. You do need to understand coding a bit to fix issues.
Jessica L. · Controller · Consumer Services · April 3, 2025
Very good once I was able to start getting real time data on a daily/weekly/monthly basis.
Pros: The type of data you can extract and manipulate in excel that you cannot get from reports in Business Central!
Cons: If you don't have knowledge on how to build reports in JET through excel, it becomes very difficult. I wish there was a wizard or drag and drop option like we have in Salesforce.com reports.
Marissa G. · Director of Marketing, Customer Success and Sales Ops · Electrical/Electronic Manufacturing · April 2, 2025
Pros: The system is user-friendly, allowing users to easily grasp the basics without needing prior SQL knowledge. Most reports populate data swiftly, which enhances efficiency. Additionally, the independence gained from not having to rely on IT for data dumps and subsequent Excel modifications is invaluable. Results being in Excel format makes sharing and further analysis straightforward.
Cons: Mastering the more advanced features can be time-consuming. We've required external consulting to complete some of our more complex reports. Furthermore, large reports can run slowly, especially when connected to cloud data sources.
Bryan R. · Principle Report Consultant · Consumer Services · February 26, 2025
Overall, its operation has helped us to better understand the trends in our finances and correctly calculate what the next results will be in our financial reports. With the help of this service, we have been able to correctly manage each of the inventories and correctly schedule each of the expenses that will be made for any type of movement or negotiation in our company. It allows to create dynamic reports and structures that help us collect data in real time to control the general finances of the company. It is very easy to insert new data, automatically in each of the structures created and the platform automatically generates analytics that help you understand the financial progresss in the company.
Pros: It integrates automatically with Excel services, and also offers the possibility of generating financial reports thanks to its compatibility with ERP and Dynamics 365. It allows you to create new detailed reports of the company’s financial costs and expenses without the need for any type of programming, just by using the templates designed within this platform, you can create new reports and detailed reports in a complete manner. The collection and access of data in real time helps to collect new data and incorporate it into each of the reports you are making. This helps a lot, since the data collection is automated and allows you to save time and money, since it is done automatically. All of this collected data can be used within each report you are making.
Cons: I have not noticed and type of negative factor about Jet Reports, due to its excellent compatibility with Excel service and BI services. In general, this platform has helped to make better decisions within the company, and I consider that we have not presented any type of failure or a negative factor during the use of this platform, to generate new financial reports and financial expenses schedules.
Andrea M. · Chief Executive Officer · Information Technology and Services · January 30, 2025
Overall, I do not know how we did reporting before Jet Reports. Its truly been a huge asset to our company and helps us digest financials so much simpler!
Pros: I enjoy how customizable Jet Reports is. It allows the consumer to splice and dice the data the way management wants it presented without unnecessary fluff or out of the box reporting constraints.
Cons: Every so often load times become tedious/running in background takes sometimes over double the amount of time.
Jessica Z. · Senior Accountant · Hospital & Health Care · January 7, 2025
Was great, but has gone downhill when merged to the cloud
Pros: Ease of seeing data while running reports
Cons: Lack of report speed time and CS help when needed.
Brandon J. · Analyst · Machinery · December 23, 2024
Pros: Users can design reports directly within Excel, leveraging familiar tools and functions. Once you are confident with the Jet functions, building report becomes very easy.
Cons: The learning curve, while manageable, can be a bit steep for users who are not familiar with Excel or ERP systems, requiring additional time and resources for training.
Liliana W. · System Analyst · Food Production · August 7, 2024
It's a great tool to support our business growth from $30M to $120M
Pros: It's very user friendly and easy to create your own report.
Cons: It's CPU and memory hungry, slow computer will take forever for the report to run.
Henry H. · Director of IT · Medical Devices · August 1, 2024
I have been using Jet reports for about 11+ years and it's been a great experience overall.
Pros: Jet reports gives us a lot of flexibility in writing reports. From the simplest data dump to complex reports linking various tables, we can do so much with it.
Cons: Lack of documentation. There is some out there, which is great, but it would be helpful to have more learning resources.
Angelica M. · Software Analyst · Food & Beverages · August 1, 2024
Jet Reports works great for data query and financial reporting. It is fast and powerful. Support is great.
Pros: Jet Reports is an extremely efficient and easy-to-use data query and reporting solution. It uses the power and familiarity of Excel. We use it to create all our financial statements and other ad hoc financial reporting needs. Many of our monthly workpapers use the query power of Jet to bring data in to analyze. I wouldn’t be able to do my job effectively without Jet Reports.
Cons: Some of the more advanced features of Jet Reports are a little more difficult to learn. Our Jet Reports consultant, [sensitive content hidden], has been amazing at creating any report we asked for. Jet Reports, along with [sensitive content hidden] help, has saved our company many hours in processing and analyzing data efficiently.
Darrell G. · Sr. Financial Analyst · Non-Profit Organization Management · August 1, 2024
A very positive experience for our organization. We use Jet Analytics (which requires Insight Financial's assistance in design/setup). Jet Analytics setup can be complex, depending on multi-dimensional accounting codes and GL accounts. Jet Reports and report writing has been a very positive experience, and we've been able to obtain all customized reports. [sensitive content hidden] at Insight is a super-star report writer and trainer!
Pros: Jet Reports is intuitive, easy to learn, and Excel-based. The Excel-based reporting feature quickly enabled our Accounting team to learn, write reports, and deploy. Accounting team is able to develop reports without depending on IT department and archaic reporting methods that require programming knowledge.
Cons: The more complex reports may render blank rows and values, but with Excel tips/tricks, users are able to improve the appearance and report details.
Dan D. · International Accounting Director · Non-Profit Organization Management · April 10, 2024
Outstanding, the reports work as designed and the customer support is quick.
Pros: The ease of use and customized reports allows us visibility into our data and allows us to dissect complex data and correct any production or inventory issues in real time
Cons: There could be better visualization tools.
David E. · IT and CI Manager · Food & Beverages · April 10, 2024
Pros: Once you learn how to build jet reports. Reporting is endless.
Cons: It's not as user friendly at first. Definitely need some training videos.
Tanya T. · Financial Analyst · Non-Profit Organization Management · April 4, 2024
It is a very flexible tool and is a huge time saver!!! I can create a report that can be used for a new period and save a lot of time.
Pros: Ability to retrieve large amounts of data. Also ability to retireve very small specif data and save some processing formulas in excel.
Cons: Customizing reports can be a litte challenging some times
Mark T. · CFO · Religious Institutions · April 3, 2024
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