Link Planning Maestro to your Microsoft Dynamics data.
Planning Maestro Connectors create a quick, reliable and secure way to transfer data from Microsoft Dynamics software to Planning Maestro or from Planning Maestro into your Dynamics system.
With a few clicks, and no manual transfer of data, you can:
- Automate the import of your Chart of Accounts and structures- ensuring all your accounts are accurately reflected in Planning Maestro
- Automate the import of actual ending balances and non-financial balances – enabling you to jump-start your budget process
- Automate the import of historical and actuals data for benchmarking
- Enable quick and easy import of account balances for actual vs. budget comparison at any time
- Eliminate the manual process to export your accounts and trial balance to Excel for data consolidation
- Automate the import of your actuals – at any time – to compare to plan, budget, forecast or any scenario for variance analysis
You can also export multiple versions of your budget or forecast from Planning Maestro into your Microsoft Dynamics software for reporting with FRx or Management Reporter. Either way, Planning Maestro Connectors save you time and ensure data integrity.