Atlas

Atlas

insightsoftware
Fluent

Fluent

Apryse
+
+

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About

Operational Reporting, Uploads, and Task Automation for Microsoft Dynamics Inside Excel. Manual, repetitive tasks like bulk uploads, report distribution, and rekeying data in Microsoft Dynamics are time consuming, highly error prone, and put unnecessary pressure on your finance team every month. Finding and fixing reconciliation issues is a manually intensive process that leads to more significant data integrity problems. It’s hard to see the big picture and close the month without visibility into your ERP and other data sources. Out-of-the-box reporting tools provided with Microsoft Dynamics typically require heavy IT involvement to manage. As a result, you’ve got report delays from your finance team and bottlenecks in your IT department. Easily create and share real-time reports without relying on IT. Atlas connects live data from Microsoft Dynamics and other sources to give you the power to produce accurate financial and operational reports.

About

Fluent by Apryse (previously Windward Studios) is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required. The SDK and Microsoft Office plugin enable developers to meet reporting needs efficiently, while also empowering admins to design and populate data-driven documents from multiple data sources. Fluent offers unlimited formatting capabilities, catering to the diverse needs of multiple teams and end users. Set it and forget it. -Automate reporting with effortless template creation in Microsoft Office applications. -Free your backlog from internal reporting development with an automated solution for reporting and template creation. Empower your end users to independently manage and update their templates with ease. Create, Connect, and Manage Templates.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies that want an operational reporting, upload, and task automation solution for Microsoft Dynamics inside Excel

Audience

Enterprises & ISVs

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.3 / 5
design 4.7 / 5
support 4.0 / 5

Pros & Cons from Real Users

Pros

  • All of our reoccurring documents now pop out in seconds. With Microsoft Word (it does Excel & PowerPoint too) as the template designer we can create documents with exactly the formatting & layout we want. And with all of our business logic directly in the template, the full automation is right there. Windward (actually Office) makes it so simple to change layouts, effects, colors and more. And the smart document logic puts our business logic right in the template. This functionality allows us to incorporate data based on our business rules placed directly into the template. Because templates are created in Office, our users already know how to use the system. Because of this most template design work is now done by the business users. This also means when someone needs a new template, they can build it immediately – no more waiting on dev. I also love that there’s no longer any code. It's not low code, it's no code.
  • Easy to start using Very close to "you see, what you get" You can work in office products , so it's a well known feel
  • We now get the documents we want. With Microsoft Office (we mostly use Word) as the template designer we can create visually stunning documents with exactly the layout we want. Windward (Office really) makes it incredibly simple to change complex design elements from layouts, effects, spacing, colors and more. In addition the smart document logic makes it easy to incorporate our business logic right in the template. This functionality allows us to show or hide data based on specific conditions using logic built directly into the template. Because our templates are designed in Office, our users already know how to design the templates they need. And because that is so easy, most template design work has been turned over to the business users. Not all, we still need to help at times, but most of it. This also means when someone needs a new report, they can create it immediately – no more waiting for someone in dev to do it. I also love that there’s no longer any code that has to be written for a template. And I was able to embed Windward into our application in about 15 minutes.

Cons

  • No complaints. Windward is a well designed product.
  • The have a kind support, but mostly need access to the database to support a template. This can be very tedious as we don't want our database open. Thus we have to recreate the error in a new report, based on dummy data. This can be a long an tedious task if we don't know where the error is.
  • I wish they had a document automation system. Windward makes designing and generating documents so easy – but that’s it. It would be nice if it then could be used to deliver the documents with a robust workflow system. Aside from that – it's good. Windward is a well designed product.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

insightsoftware
Founded: 2018
United States
www.globesoftware.com

Company Information

Apryse
Founded: 1998
Canada
apryse.com/products/fluent

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Categories

Categories

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Integrations

Microsoft Dynamics 365
Microsoft Excel
BMI SupplyAutomate
Microsoft 365
Microsoft Power BI
Microsoft PowerPoint
Microsoft Word
SKUPlugs
SQL Server
Salesforce

Integrations

Microsoft Dynamics 365
Microsoft Excel
BMI SupplyAutomate
Microsoft 365
Microsoft Power BI
Microsoft PowerPoint
Microsoft Word
SKUPlugs
SQL Server
Salesforce
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