Trial Balance Extractor for Dynamics 365

avtor: Quisitive

Streamline Your Financial Reporting with Automated Data Extraction for Dynamics Finance & Operations

Say Goodbye to Manual Struggles and Hello to Effortless Data Extraction

Tired of manual extraction processes slowing down your financial reporting and consolidation? Quisitive’s Trial Balance Extractor for Dynamics 365 addresses the limitations of manual extraction methods by automating the process of extracting GL trial balance data.

Dynamics 365 Finance (F&O) users often find themselves grappling with the challenges of extracting trial balance data—a critical component for accurate financial reporting and smooth integration with external systems. Our Trial Balance Extractor for Dynamics 365 tackles these pain points head-on and offers a seamless and efficient batch data extraction process that leverages OData protocol to streamline workflows and provide real-time insights.


  • Simplified Consolidation: Automate the extraction of trial balance and GL data from Dynamics F&O, effortlessly streamlining your consolidation processes across reports and systems.
  • Accurate and Real-Time Data: Gain instant access to precise financial information by automating the extraction process, ensuring your reports are always up-to-date.
  • Data Integrity Assurance: Rest easy knowing that your financial information remains accurate and reliable throughout the extraction process.
  • Multi-Company Consolidation Support: The Trial Balance Extractor supports consolidation across multiple legal entities, making it the perfect fit for organizations with complex structures.

Key Benefits:

  • Ability to run trial balance exports for multiple years and legal entities, providing flexibility for in-depth analysis and holistic views of financial operations.
  • Support for all standard trial balance export filters and options, enabling customization based on unique reporting requirements.
  • Export data in multiple formats (JSON, .csv, .txt) using the OData protocol, allowing seamless integration with any third-party financial or budgeting systems, like Board, and unlocking endless possibilities for data analysis and collaboration.
  • Experience streamlined financial reporting processes, improved collaboration, and significant time savings, resulting in a remarkable return on investment (ROI).

Hiter pregled