Your accounting system
Your system name is the starting point. The review checks version, access, required data and how balances will be reconciled.
Microsoft ERPs and Odoo
| System | Status |
|---|---|
| Business Central | Sparkle package |
| Dynamics 365 Finance and Operations | Assessed with you |
| Odoo | Assessed with you |
For Odoo and F&O, we define the connection approach with your team. First we need to know the version, hosting and current data route.
Estonian accounting systems
| System | Status |
|---|---|
| Merit Aktiva | Previous Power BI experience |
| SmartAccounts | Previous Power BI experience |
| Standard Books | Previous Power BI experience |
| Erply Books | Previous Power BI experience |
Previous Power BI experience is a starting point. For your Fabric connection, we check data coverage, account mappings and balances. Each system page explains the route, prerequisites and scope boundaries.
A shared model, explicit assumptions
For planning, we assess Planning in Fabric, Excel or an add-in. Group reporting, currency treatment and eliminations are scoped explicitly. Review the scope or explore the forecast example.
Your system is not listed?
Tell us which system you use and one reporting obstacle. We will assess the available connection options with you.