Type what you need in plain English, “income statement for last quarter”, “AP aging as of last month end”, and IBB Reports builds it from your live Dynamics 365 data, tied to the ledger. Prefer a formula? Drop an IBB.* function in any cell. No exports, no copy-paste.
Stop rebuilding the same spreadsheets every month. IBB Reports turns Excel into a live window onto Finance and Operations (F&O) and Business Central (BC), by asking, by clicking, or from a formula.
Describe the report and IBB Reports works out the statement, period, and company, then builds it live. Deterministic and auditable, and the interpreter runs inside your own tenant, no external AI.
Type =IBB.GL or =IBB.FS in any cell and get real values back from your ledger. Refresh and they update.
P&L, Balance Sheet, and Trial Balance built from your own chart of accounts and its categories. They tie out to the penny.
Build a layout once, columns like budget vs actual, prior period, % of row, or by dimension, save it to your license, and your whole team can run it.
Filter and break out by any dimension, and roll up multiple companies into one consolidated view, with an eliminations column for your intercompany accounts.
One click for a fully formatted receivables or payables aging report, by due or posting date, with the source entry number on every line.
Run a report on a schedule, split it by department or entity, and drop each slice to the right inbox automatically.
Click a general ledger figure to see the exact ledger entries behind it. Your auditors will thank you.
Microsoft single sign-on, read-only access, and every access to your Dynamics 365 data is logged.
Give each person only the reports they need, for example AR and AP aging for a receivables clerk. It's enforced on IBB's servers, in-cell formulas included, not just hidden in the menu. IBB sets it up on request, and every change is logged for your auditors.
On Finance and Operations today: income statement, balance sheet, trial balance and cash flow, AR and AP aging, GL entries, drill-down, Budget vs Actual for one legal entity, reports across several legal entities, dimensions, saved and scheduled reports, Ask IBB, and IBB.GL, IBB.FS, IBB.NL, IBB.NF and IBB.NP. Not yet on Finance and Operations: P&L by partner, intercompany eliminations and client report packs.
Everything the pane builds is also a function you can drop straight into a cell.
New to functions? Start in the redesigned pane, ask for a report or pick one, and IBB Reports writes the formula for you.
“A pleasure to use this tool! It makes the morning routine much more efficient!”
“The tool looks great.”
Install IBB Reports into Excel for your whole team in a couple of clicks. Aging reports also need our Business Central extension. Finance and Operations needs our FO-connect extension.
Sign in with your Microsoft account. Your 14-day full-feature trial starts automatically, no card required.
Type income statement for last quarter in the pane, or drop =IBB.FS("balance","","2026-12-31") in a cell, and watch live Dynamics 365 data appear.
Start your free trial of IBB Reports and pull your first live report in under five minutes, just ask for it.