Jet Reports and Lineos partner, UK and Ireland
Jet Reports and Lineos Reporting Intelligence - finance reporting in Excel, with AI watching the numbers
Your finance team already reports in Excel. Jet Reports connects it straight to your ERP, and Reporting Intelligence, its next generation from insightsoftware, adds scheduled refresh, distribution and AI that flags what changed before month end catches you out. We set them up around how you report, train your team and support them. Best for finance teams on Business Central and Dynamics who want faster, more reliable reporting without an IT project.
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The gap Jet Reports and Reporting Intelligence close
Month end still runs on exports for most finance teams. Someone pulls data out of the ERP, pastes it into Excel, rebuilds the same reports and then goes looking for what moved. By the time a variance is spotted, it has often been sitting there for weeks.
Jet Reports keeps the Excel your team knows and removes the exports: reports pull straight from the ERP. Reporting Intelligence goes further. Reports refresh on a schedule and go to the right people automatically, and an intelligence layer watches your key figures, alerts you when a threshold is crossed and points out patterns nobody thought to check.
Our partnership
Hopton, Jet Reports and Lineos
Software connects the data. It does not decide which numbers your board needs, design reports your finance team trusts, or set alerts that catch real problems rather than noise. That is our job.
We are Microsoft data and analytics specialists who have worked with Jet Reports and Business Central for years. We set Reporting Intelligence up around how your finance team actually reports, train your people, and connect it to the rest of your data estate when you need more than Excel.
About Jet Reports and Reporting Intelligence
What Jet Reports and Reporting Intelligence are
Jet Reports is insightsoftware’s Excel add-in for reporting on Microsoft Dynamics, relied on by finance teams for more than 20 years. It works with Business Central, Finance and Operations, NAV, AX and GP, pulling ERP data straight into Excel so finance can build financial statements, management accounts and operational reports without exports. Lineos AI now sits in the Jet Reports ribbon, with doc assist, data assist and, on Business Central, report assist, which builds multi-table reports from a plain English request.
Reporting Intelligence is the next generation of Jet Reports: a cloud-based reporting solution that is part of insightsoftware’s Lineos platform for finance teams. It connects ERP data, including Microsoft Dynamics 365 Business Central, directly to Excel, with add-ins for Excel desktop and Excel online, and adds an AI intelligence layer on top. Hopton Analytics, a Jet Reports and Lineos partner for the UK and Ireland, implements both, trains your team and supports them.
Reporting Intelligence comes in two packages. Essential covers core reporting: the Excel desktop add-in, the ERP connection, and AI doc assist and data assist. Professional adds cloud storage, cloud automation, scheduling and distribution, the Excel online add-in, and the intelligence layer: threshold alerts you configure yourself and autonomous pattern and anomaly detection.
Already running Jet Reports? Keep running it. We support Jet Reports on Business Central, Finance and Operations, NAV, AX and GP, from report fixes and new reports to upgrades and training, and we will tell you when moving to Reporting Intelligence makes sense for your team, rather than moving you for the sake of it. When you need Dynamics data joined to your other systems in Power BI or Microsoft Fabric, Jet Analytics adds the governed data layer underneath.
Who it's for
Who Jet Reports and Reporting Intelligence are for
Finance teams reporting in Excel
Keep the spreadsheets your team knows, without the exports and copy and paste every month end.
Finance leaders who want fewer surprises
Alerts and anomaly detection that flag what moved before it reaches the board pack.
Businesses without a BI team
ERP reporting that finance can build and run without waiting on IT or a data project.
Existing Jet Reports users
Support for what you run today, and straight advice on when moving makes sense.
See Reporting Intelligence before you talk to us:
Need a governed data platform you own underneath your reporting, joining Dynamics to your other systems? See Jet Analytics. Comparing every route from Business Central to reporting? Read Business Central reporting options explained.
What we do
What we do
Reporting Intelligence does the heavy lifting. We make it fit how your finance team reports, make sure your people can run it, and keep it running.
Free audit first
We look at what your finance team reports on today, what your ERP holds and where month end hurts, and tell you whether Reporting Intelligence is the right route before you commit to anything.
Implementation
We connect Jet Reports or Reporting Intelligence to your ERP, build or move your core finance reports, and set up the scheduling, distribution and alerts your team will actually use.
Training
We train your finance team to build, change and run their own Jet Reports and Reporting Intelligence reports in Excel, and to act on what the AI flags.
Support
Ongoing support after go-live through our helpdesk and the Analytics Acceleration Programme, including new reports, new alerts and changes when your ERP changes.
Working with a Business Central or Dynamics partner? We work alongside Business Central and Dynamics partners as their analytics team. We implement, train and support Jet Reports and Reporting Intelligence for their clients, and they keep the client relationship. See how we work with partners.
Where it fits
Where Reporting Intelligence fits
01 Your ERP
Business Central, or another ERP that Reporting Intelligence supports, holds your transactions. It connects directly, with no data warehouse to build first. Business Central analytics
02 Reporting: Jet Reports and Reporting Intelligence work here
Your finance reports live in Excel and pull straight from the ERP with Jet Reports. Reporting Intelligence adds Excel online, scheduled refresh and automatic distribution to the right people.
03 Intelligence
Threshold alerts on the figures you choose, plus autonomous pattern and anomaly detection, so your team sees what moved without going looking.
04 Run and improve
Support, training and new requirements, month after month. Analytics Acceleration Programme
Common questions
Questions we get asked
What is Lineos Reporting Intelligence?
Lineos Reporting Intelligence is a cloud-based finance reporting solution from insightsoftware that connects your ERP data directly to Excel and adds an AI layer that monitors your numbers. It is part of Lineos, insightsoftware’s platform for finance teams, and is built on the foundations of Jet Reports. Hopton implements and supports it in the UK and Ireland, and the best first step is a free audit.
Is Reporting Intelligence the same as Jet Reports?
Reporting Intelligence is not simply Jet Reports with a new name. It is insightsoftware’s next generation of Excel-based ERP reporting, built on the Jet Reports foundations and adding cloud automation, scheduling, the Excel online add-in and an AI intelligence layer. Jet Reports remains available and supported. If you need a governed data platform rather than reporting in Excel, look at Jet Analytics.
Should we move from Jet Reports to Reporting Intelligence?
Whether to move from Jet Reports to Reporting Intelligence depends on what your reporting needs to do today. insightsoftware offers an upgrade path for current Jet Reports customers, and the AI features are still developing. If Jet Reports does what you need, keep running it: we support it and will tell you when moving makes sense. Talk to us about a Jet review.
Does Reporting Intelligence work with Business Central?
Yes, Reporting Intelligence works with Microsoft Dynamics 365 Business Central, putting your Business Central data straight into Excel desktop or Excel online. insightsoftware adds further ERPs and integrations on a rolling basis, so ask us about others. For the wider picture, including Power BI and Fabric, see Business Central analytics.
What does the AI in Reporting Intelligence actually do?
The AI in Reporting Intelligence does three things: it alerts you when figures you choose cross a threshold, it looks for patterns and anomalies across your ERP data without any setup, and it gives on-demand trend and anomaly summaries through data assist. Alerts and anomaly detection come with the Professional package. Your team still makes the decisions, and we can show you how it works on your own numbers in a free audit.
What is Jet Reports?
Jet Reports is insightsoftware’s Excel add-in for reporting on Microsoft Dynamics, used by finance teams for more than 20 years on Business Central, Finance and Operations, NAV, AX and GP. It pulls ERP data straight into Excel, so finance can build financial statements and management reports without exports, and Lineos AI now sits in its ribbon. If you need a governed data platform underneath it, read Jet Analytics vs Jet Reports.
What does Hopton do for Reporting Intelligence customers?
For Reporting Intelligence customers, Hopton sets the product up around how your finance team reports, builds or moves your core reports, configures the alerts that matter, trains your team and supports it after go-live. We are a Lineos and Jet partner for the UK and Ireland and a Microsoft Solutions Partner. The first step is a free audit.
Can Hopton support our existing Jet Reports?
Yes, Hopton supports existing Jet Reports installations on Business Central, Finance and Operations, NAV, AX and GP, including report fixes, new reports, upgrades and training. We can help you set up Lineos AI in Jet Reports where your licence includes it, and we will tell you honestly when moving to Reporting Intelligence or adding Jet Analytics would help. The easiest place to start is a free audit.
Also explore
Related resources
Jet Analytics
The governed Dynamics data platform underneath your reporting, on Fabric, Azure or SQL Server.
PageBusiness Central analytics
The routes from Business Central to reporting you can trust, and how to choose between them.
BlogJet Analytics vs Jet Reports
The Excel tool and the data platform underneath it: which one your reporting problem needs, and when to run both.
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Ready to spend month end on the numbers, not the spreadsheets?
Hopton Analytics is a Microsoft data and analytics consultancy in Leeds, London and Dublin that builds and runs data estates for mid-market organisations across the UK and Ireland.
Last reviewed November 2026