--- title: "Jet Reports Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Jet Reports Software - reviews, pricing plans, popular comparisons to other Reporting products and more." source_url: "https://www.capterra.com/p/10005479/Jet-Reports/" page_type: "product" language: "en" --- # Jet Reports Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 22, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Jet Reports ## What is Jet Reports? Jet Reports is an Excel-based financial reporting and analytics solution that provides real-time access to data from Microsoft Dynamics ERP systems, including Dynamics GP, NAV, and D365 Business Central. Finance teams can create refreshable reports directly in Excel without manual exports or IT support. With live ERP data connectivity, the software enables work with current information in a familiar interface, leveraging existing Excel skills while handling complex ERP relationships automatically. The solution features AI-powered tools such as Data Assist for spotting trends and Report Assist for building reports using natural language queries. It integrates with Microsoft Power BI for dashboards and visualizations. A cloud-based Reports Center provides automation, scheduling, and collaboration capabilities. The platform excels in multi-company reporting, consolidating data across entities in real-time for unified financial insights. ## What is Jet Reports used for? [Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Reporting](https://www.capterra.com/reporting-software/)[Spreadsheet](https://www.capterra.com/spreadsheet-software/) Overall rating Based on 30 user reviews Reviews sentiment Positive 93% Neutral 3% Negative 3% Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Jet Reports Overview Updated September 2026 AI summary Jet Reports equips small and midsize businesses with financial reporting, analysis, and budgeting tools, integrating directly with Microsoft Excel and multiple ERP systems. Designed for teams seeking customizable, real-time reports and multi-source data integration, it offers features such as audit trails, income statements, and what-if scenarios. Jet Reports is available across cloud, web, and desktop platforms. ## Jet Reports alternatives Highest Rated [4.6 (93)](https://www.capterra.com/p/39269/Spreadsheet-Server/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/10005479/Jet-Reports/alternatives/) ## FAQs about Jet Reports Overview ### Which roles and teams benefit most from Jet Reports? Jet Reports is most used by finance and accounting teams, including controllers, accountants, CFOs, and financial analysts who need fast reporting, budgeting, and ERP data analysis. IT leaders, business systems analysts, and consultants use it to connect systems, automate report delivery, and give executives and department directors clearer operational visibility. Answer based on 30 reviews Overview ### What company size and industries is Jet Reports built for? Jet Reports is used by companies on Microsoft Dynamics NAV, GP, Business Central, and D365, with small businesses making up 60% of reviewers. It also serves midsize firms at 30% and enterprises at 10%, with strongest representation in nonprofit management at 13%, IT services at 10%, and computer software at 7%, mainly for financial reporting. Answer based on 30 reviews Features and Usability ### What are the key features of Jet Reports? Jet Reports offers ad hoc reporting and ad hoc analysis, plus scheduled and automated reports for finance teams. It includes real-time reporting, real-time analytics, customizable dashboards, and customizable reports, along with data connectors, ERP integration, financial reporting, budgeting and forecasting, and what-if scenarios. Integrations ### Which third-party tools and platforms does Jet Reports integrate with? Jet Reports connects natively to Dynamics 365 Business Central and Microsoft Excel. These two integrations cover ERP and spreadsheet workflows, letting users work with business data in Business Central and analyze or report on it in Excel. Answer based on 5 reviews Getting Started and Support ### What training and onboarding options does Jet Reports offer? Jet Reports provides in person training, live online sessions, webinars, documentation, and videos. In person and live online options support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide self-paced learning resources for users getting started. Answer based on 4 reviews Getting Started and Support ### What customer support options does Jet Reports offer? Jet Reports provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Reviewers describe the support team as helpful, knowledgeable, and quick to respond, with strong training help. Some users note a learning curve when writing reports, but support is often seen as useful in getting started. Answer based on 4 reviews Ease of use ### Is Jet Reports easy to use for new users? Jet Reports feels approachable for Excel users, but new users often face a real learning curve at first. Finance teams and report builders like the familiar spreadsheet setup, built-in functions, and report flexibility, though advanced queries, complex report design, and troubleshooting often require training, consulting, or stronger technical skills. Answer based on 13 reviews ## Features AI summary Based on 5,408 Reporting reviews Capterra data shows that buyers of financial reporting software rank the following features as their top priorities: - **Accounting** (**64%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**59%**) - **Profit/Loss Statement** (**58%**) Jet Reports supports all three features that reviewers rate most highly: **Accounting**, **Income & Balance Sheet**, and **Profit/Loss Statement**. Together, these capabilities give teams a clear view of financial performance, help them track assets and liabilities accurately, and support more informed reporting and planning decisions. Accounting 4.8 (12) 91.67% of 12 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Income & Balance Sheet 4.8 (11) 81.82% of 11 reviewers that rated this feature as important or highly important A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Profit/Loss Statement 5.0 (11) 81.82% of 11 reviewers that rated this feature as important or highly important A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Bank Reconciliation 3.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Compare and match accounting/financial records with corresponding bank statements Reporting/Analytics 4.9 (19) 94.74% of 19 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Customizable Templates 4.5 (13) 92.31% of 13 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Jet Reports 79 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - @mentions: An @mention is a way to tag or notify a specific person about a message/post - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Query: One-off queries made on an as-needed basis - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Connectors: Connect to big data sources - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Tabulation: A systematic and logical representation of numeric data in rows and columns - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - File Transfer: Move files across different systems or networks - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Reporting: Generate reports to assess the financial performance of an organization - Forecasting: Form predictions based on past and present data/trends - Formula Management: Manage and optimize formulas/recipes for specific requirements. - Full Text Search: Search for specific words or phrases within a document or database - Functions/Calculations: Perform various mathematical calculations using the data - General Ledger: Centralized accounting record which tracks all financial transactions - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Multi-Language: Manage and support multiple languages - Multiple Data Sources: Allows users to manage data from a number of sources - Multiple Format Support: Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) - Multiple Projects: Ability to handle several projects simultaneously - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - OLAP: Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Projections: Estimate or forecast of a future scenario based on the study of present trends - Purchase Order Management: Create, send, and track purchase orders and their statuses - Real Time Editing: Preview and make real-time changes in the web content - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Receipt Management: Upload, track, and submit receipts in a central database - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Reports: Reports specific to sales analysis for trends and strategies - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Single Sign On: Allow users to access multiple services after entering their login credentials once - Templates: Sample files or documents that could be customized as needed or used as is - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - What-if Analysis: Provides varying estimates based on different scenarios --- Get Advice We can help you find the software with the features you need. Features 4.6 (30) 4.6 Based on 30 reviews ## Pricing Value for money 4.4 (28) Value for money 4.4 (28) 4.4 Based on 28 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Dynamics 365 Business Central](https://www.capterra.com/p/212111/Dynamics-365-Business-Central/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (29) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (29) 4.4 Based on 29 reviews ## User reviews Overall rating 4.6 Based on 30 reviews Filter by rating 5(20) 4(8) 3(1) 2(1) 1(0) Mentioned topic Sorted by most recent PT Pallavi T. Software QA manager Information Technology and Services ### "Jet reports are excellent choice for organization using Microsoft dynamics 365 and such tools" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 7, 2026 As a QA manager , it helped me a lot in managing our employee level work flow , reporting for project progress , dashboards to represent to stakeholders . it is very helpful and value for money tool. KPI reports and project summary are easily manageable with it . Pros 1\. Works directly with the Microsoft excel reducing the learning curve for business users 2.Reports can be generated and distributed automatically , reducing manual effort . 3.Security can be configured so that stakeholders can only view authorized data Cons 1.Since it is excel based , managing very large and complex reports becomes difficult sometimes 2.Offers fewer interactive dashboards as compared to modern BI tools Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Abhishek Kumar T. SDE Marketing and Advertising ### "Easy Excel Reporting With Some Learning Time" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 May 17, 2026 It has been good for the reporting work. Mainly it helped in connecting Excel with our business data and make reports faster. yaa the setup was not very hard, but it took some time to understand the options properly. Pros It helps in making reports from Excel and Dynamics data. It saves a lot of time because I don't have to prepare every report manually. Cons It takes some time to understand at first. Some setup parts are confusing for new users. The UI is kind of basic. Switched from [Supa](https://www.capterra.com/p/10042351/Supa/) because Jet Reports was easier than SUPA Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. peace O. Manager Information Technology and Services ### "Excels Power plus" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 April 4, 2026 It's great in helping me analyze, drill up and generate up \_ date reports for business and it is super fast. Pros It is fast, reliable and trustworthy. It helps me share up\_ to \_ date reports promptly. It helps me pull down real time data from Microsoft dynamics. Cons It can be a little difficult to use most especially for first time users of the software.Trouble shooting helps are thin. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JB James B. DIRECTOR Accounting ### "JET REPORTS" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 February 11, 2026 The product has helped me deliver better quality reports to my clients quicker than before. Customer support is very quick and very good. Pros The ability to design any report you can think of in your own format and style is powerful. Ability to transfer your Excel knowledge across is useful. Cons Despite the product being Excel based, the learning curve to become competent with the product is steep. You need to invest the time to be able to extract the maximum amount of value from the product. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AJ Aida J. Inventory Accountant Hospitality ### "A Reliable Powerhouse for Microsoft Dynamics Users, with Room for Growth" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 16, 2025 Once you've learned and built you report, you can automated your reporting process. Jet Reports makes it easier to automate regular reporting processes, which saves time and reduces human error. Users can schedule reports to run and distribute automatically, which is a huge plus for teams with repetitive reporting needs. Pros What I like most about JetReports is the flexibility—it lets me build the reports I need without waiting on IT. I can get up-to-date numbers right in Excel, which makes decision-making a lot faster and more reliable. Cons For users not familiar with reporting tools or Excel-based solutions, Jet Reports can be a bit difficult to pick up at first. While it's Excel-based, mastering its advanced features like custom queries and the intricacies of its reporting functions can take time. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. IP Indriyani P. Support Consultant Computer Software ### "A very helpful and friendly reporting tools ever." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 10, 2025 We can personalize our report based on our needs, it saves our valued time, formula is easy to understand as we can also enhance with excel formula, there are many template of financial reports we can use. The customer support and the account manager are very helpful and fast response, mostly we all are served well. We can integrate with many ERP and data source, also reports can be combine across companies. Imagine we custom report built in, it will cost much more than we purchase this Jet Report license. so yeah, so far, it's satisfying tools for reporting. We can run with schedule and run it in background so it will not affecting our other activities in Excel. Pros Easy to use as this tool is an add on excel so we can combine with excel formula. Formula really easy to understand. Many source data we can integrate with. Cons The version updates are released quite frequently, so we need to ensure our Jet Reports are regularly updated to stay compatible with the latest versions. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SM Saksham M. Founder Animation ### "Jet Reports Honest Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 September 20, 2025 been on and off with reporting tools but jet felt… less soul-crushing. plugged into excel like it actually belonged there, not some bolted-on mess. first week was rough (kept wondering why i need another add-in) but once you get the templates rolling, numbers stop being a nightmare. i’ve pulled p&ls for clients in minutes that used to take me half a day. still feels clunky sometimes but compared to the circus before, i’ll take it. Pros direct excel integration (no need to learn a whole alien UI) •scheduling reports without me babysitting •can actually drill into numbers instead of exporting 10 csvs •clients stop asking “where’s the latest version” every damn hour Cons setup wasn’t smooth, needed IT to help me connect the ERP (wasted a morning on calls) •some reports lag like they’re stuck in 2008 •UI could look less like windows vista, seriously •if you don’t know excel formulas you’re dead in the water Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) manual spreadsheets were eating hours every week and version control was a nightmare. Jet gave us structured reports straight out of the ERP without rebuilding everything in Excel from scratch. Alternatives considered [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) Reasons for choosing Jet Reports power bi had pretty graphs but honestly i don’t have 3 weeks to learn dax just to pull a damn p&l. tableau looked sexy too but felt like overkill - like buying a spaceship when all i need is a scooter. jet just sat inside excel where i already live, click refresh, numbers show up. less crying, less tabs, boss stops yelling. that’s it. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JM Janae M. Integrator Farming ### "Highly Recommend JET" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 10, 2025 We have had a very positive experience with JET reports. Again, we would recommend them if you are interested. Pros JET provides great customer support. The reporting tools we have gained has brought us great value for what we paid. We would be lost without our JET reports. Cons There is a learning curve to writing the reports, but the tools within to help write functions is very straightforward. Again, customer service and training helps get you on a great path with reports. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MH Michael H. ISM Electrical/Electronic Manufacturing ### "Positive Experience" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 September 5, 2025 I’ve recently started using Jet Reports and have been impressed with how quickly I was able to pick it up, even with limited time. A big shout-out to \[sensitive content hidden\] ., who has been an incredible resource throughout the process. Pros Easy to learn and quick to get started Strong core reporting functionality Excellent support from knowledgeable resources (special thanks to \[sensitive content hidden\] ) Cons Some feature limitations compared to more advanced tools Customization options could be broader Older Jet Hub versions have had issues however I have not experiance the same issues post updates Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RD Ryan D. Controller Financial Services ### "Jet reports " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 5, 2025 Experience has been great, the reports are efficient and work well with our accounting software (microsoft Dynamics). Pros The best thing about jet reports is that is highly customizable & integrates with our accounting software. Cons One issue with Jet reports is there are sometimes bugs when an update to the software is done. Sometimes reports need to be reconfigured a little. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/10005479/Jet-Reports/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [QuickBooks Online vs Jet Reports](https://www.capterra.com/compare/190778-10005479/QuickBooks-Online-vs-Jet-Reports)