Pivotal Insights for Dynamics GP
Budgeting and forecasting for Microsoft Dynamics GP
A modern planning and reporting tool for Dynamics GP, with no GP upgrade and nothing installed on user computers. One tool that stays with you if you move off GP later.
What comes over
- A small agent installed next to your GP SQL Server reads each company database and connects out over HTTPS. No firewall ports are opened
- Companies, account segments, accounts and categories, the Financial calendar, open and history year actuals, and opening balances
The budget back to Dynamics GP
The approved budget is written to the GP budget ID you choose, in each company, in GP's own debit and credit convention. Existing GP budgets can be brought in as a starting point.
Good to know
- Every GP company is its own database; one connection covers all of them, with a shared chart of accounts across companies
- Mainstream support for GP ends December 31, 2029. Plans, reports and history carry over to your next ERP
- Replaces the role FRx Forecaster and similar add-ons once played
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 Dynamics GP
Also connects to: Acumatica, Business Central, NetSuite, QuickBooks Online, Sage Intacct, Dynamics NAV. See every system.