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105Hey guys,
Currently we use;
- Excel for Budget's and Forecasting
- D365 F&O Financial Reporter for Finance Reports, and then
- Excel for Consolidating reports
We are keen to move away from such an Excel heavy practices (which comes with it the risk of formula errors, manual handling, etc.) and move to something more reliable. We are currently in the process of scoping out Dynamics 365 Finance - Solver (solverglobal.com) (see also Solver CPM for Dynamics 365 Finance | Microsoft AppSource) though we are looking for other suggestions from the community on what you use.
Wishlist items we are hoping to achieve are;
- Set up in conjunction with Data Lake
- Consolidations
- Financial reporting, incl. potentially replacing D365 F&O Financial Reports, dependency on Power Query, etc.
- Forecasting
- Budgeting
- Board pack standardisation/automation
- Automated KPI’s - potential, depends on integration with other software’s
- Upload of historical data
- Other reports as required
Cheers,
Regan
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