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Product directory

Budgeting and forecasting products for Dynamics 365

Discover apps, connectors and solutions for the way you work.

44 products

budgeting and forecasting

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Purpose-built residential home-builder ERP on Dynamics 365 Business Central covering job costing, multi-entity investor accounting, settlement/ALTA documents, embedded bank-draw management, automated lien-waiver control, vendor insurance tracking and option/change-order workflows from estimate through final walk-through.

Business Central

Application providing advanced financial analysis and closing capabilities for Business Central, including accrual calculations, simulated entries, and intra-annual financial statement preparation.

Business Central

An integrated performance management platform providing extended planning and analytics (xP&A) functionality to Dynamics 365 users, delivering reporting, consolidation, and planning across CRM, ERP, Finance, and HCM modules.

Customer ServiceDynamics 365 Finance+2

An ISV solution for Microsoft Dynamics 365 Business Central that enables budget management through active comparison of budgets with expenditures, offering three levels of hierarchical controls designed for small and medium enterprises to prevent budget overruns and improve financial visibility.

Business Central

Native Dynamics 365 Finance add-on that automates multi-legal-entity journals, global inquiries, budget allocation, entity setup, and Teams/Outlook approvals without leaving F&SCM, with a Lite plan that is free forever.

Dynamics 365 Finance
aec360 logo
Industry solution

aec360

HSO

Industry ERP/CRM suite for architecture, engineering and construction firms built on Microsoft Dynamics 365 and Power Platform — pursuits/proposals, project delivery, job costing, billing, HR/skills, and AEC Copilot agents with Fee Estimator and Payflow Agent pulling D365 Finance data.

Dynamics 365 FinanceHuman Resources+3

An extension to Microsoft Dynamics 365 Business Central that adds deferral codes for spreading costs and revenues across accounting periods, plus standardized layouts for purchase and sales documents.

Business Central

Purpose-built business intelligence platform for Microsoft Dynamics 365 Business Central and Navision that automatically extracts ~200 analytics-ready tables into a data warehouse, generates a 3000+ KPI analytical model, and delivers 150+ ready Power BI/Excel dashboards covering sales, finance, receivables, inventory, manufacturing, retail, purchase and payables.

Business Central

Purpose-built analytics for Microsoft Dynamics 365 Finance & Operations and AX that copies ~200 analytics tables into a data warehouse, auto-generates a 3000+ field analytical model, and ships 150+ Power BI/Excel dashboards for sales, finance, inventory, manufacturing and related areas—made specifically for Dynamics F&O/AX metadata.

Dynamics 365 FinanceSupply Chain Management

Business intelligence and analytics platform for Microsoft Business Central that consolidates financial data across multiple companies, currencies, and dimensions with native dashboards, real-time insights, and AI-powered natural language queries.

Business Central

Construction project cost accounting module purpose-built to work within Dynamics 365 Finance—budgets, EAC/CTC forecasting, change orders, Schedule of Values billing, subcontracts and WIP reporting for commercial contractors and project-based firms.

Field ServiceDynamics 365 Finance+2

An add-on module for Microsoft Dynamics 365 Business Central that provides flexible cost accounting and controlling capabilities, including full-cost and contribution margin accounting, overhead allocation, and multi-dimensional cost analysis.

Business Central

AI-powered finance cockpit for Business Central that answers plain-English financial questions using Azure OpenAI, surfaces proactive insights, and drafts follow-up actions for review. Includes Financial Controller Workspace, AI alerts, cash-flow forecasts, and optional Power BI reports.

Business Central

Native Dynamics 365 Business Central treasury and finance extension: Treasurer Role Center, multi-bank cash position, 7-source cash-flow forecast, rule-based and AI bank reconciliation, PSD2 connected banking, smart payment proposals with approval, SEPA payments from BC, loans/leasing/guarantees with amortisation schedules, and bills portfolio—without parallel treasury spreadsheets.

Business Central

Business Central extension that automates dimension management through configurable hierarchies, automatically applying parent dimension values when users select child dimension values to reduce manual entry and ensure consistency.

Business Central

App that integrates sales budget data into the Forecast Demand page in Business Central, aligning financial projections with operational forecasts to improve accuracy, streamline planning, and optimize inventory management.

Business Central

Business Central industry solution for construction and civil-engineering contractors with project cost control, subcontractor/piecework management, machine/material allocation, advanced progress invoicing and companion EV Crono time/consumption capture.

Business Central

Project-management accelerator on Dynamics 365 Business Central for project-oriented manufacturers—covering quote-to-delivery and after-sales with deep cost, resource and cash-flow control across the value chain.

Business Central

Enterprise financial reporting, analytics and budgeting suite purpose-built for Dynamics 365 Finance—Management Reporter-style rows/columns/org trees, multi-entity consolidations, automated distribution, drill-down to transactions and presentation-ready statements on Microsoft technology.

Dynamics 365 Finance
HB Real Estate logo
Industry solution

HB Real Estate

HB Software

Industry solution for real estate developers, investors, and housing associations. Built on Microsoft Dynamics Business Central, it provides project administration, budget monitoring, forecasting, calculation imports, approval workflows, project planning, and project splitting functionality.

Business Central
HomeBuilder logo
Industry solution

HomeBuilder

Suite Engine

Residential production-builder industry layer embedded in Business Central for lots, models, vendor contracts, budgets, décor selections, construction scheduling, buyer portals and warranty work.

Business Central

Power BI-based analytics solution providing real-time financial KPI monitoring, detailed reporting, multi-company visibility, and customizable dashboards for Dynamics 365 Business Central and Dynamics NAV/Navision.

Business Central

Integrated public administration management system built on Microsoft Dynamics 365 Business Central, providing unified interfaces, centralized data, and seamless Microsoft Office integration for financial management, population control, online administration, and personnel management.

Business Central
Jet Reports logo
Integrated product

Jet Reports

insightsoftware

Excel-based financial and operational reporting for Dynamics 365 Business Central, GP and NAV, with a cloud Reports Center.

Business Central

Budgeting and forecasting for Dynamics 365

Budgeting and forecasting products add structured planning on top of Microsoft Dynamics 365 actuals. They handle budget templates, driver-based models, workflow approvals and rolling forecasts, often inside Excel or Power BI front ends. Finance teams use them to replace fragile spreadsheet consolidation with a governed planning cycle.

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