Pivotal Insights for Business Central
Budgeting and forecasting for Dynamics 365 Business Central
Department budgets with approvals, budget-versus-actual reporting and cash forecasts for Business Central, with every manager included at one price per company.
What comes over
- Connects with a Microsoft app registration over the Business Central API
- Companies, posting accounts and categories, the department dimension (others by choice), the fiscal calendar and monthly G/L entries
- Optional: customers, vendors and employees
The budget back to Business Central
The approved budget goes to the G/L budget you choose, by account, department and month. Existing G/L budgets can be brought in as a starting point.
Good to know
- Year-end closing entries are left out, so income statement history stays intact
- Business Central installed on your own server connects through the on-premise agent instead
What you get
- Department budgets in a grid managers already understand, with last year and this year's actuals beside them
- Submissions, approvals and send-backs, with notes on any cell
- Budget-versus-actual reports, dashboards and a 13-week cash forecast that update when the month closes
- Each manager's department results by email after close
- Workforce, revenue, capital and project plans that feed the budget
- Unlimited users at one price per company, set up by consultants who know Business Central
Also connects to: Acumatica, Dynamics GP, NetSuite, QuickBooks Online, Sage Intacct, Dynamics NAV. See every system.