# Jet Reports Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Jet Reports Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more.

Source: https://www.capterra.com/p/10005479/Jet-Reports

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# 

 Jet Reports Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 20, 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)[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 27 user reviews

Reviews sentiment

Positive

93%

Neutral

4%

Negative

4%

Starting price

Free trial  
available

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Per User, Per Month

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[4.2 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/)

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[View all alternatives](https://www.capterra.com/p/10005479/Jet-Reports/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Reporting/Analytics

4.9 (17)

94.12% of 17 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Accounting

4.9 (11)

90.91% of 11 reviewers that rated this feature as important or highly important

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Customizable Templates

4.5 (11)

90.91% of 11 reviewers that rated this feature as important or highly important

Pre-designed layouts that can be customized to match preferences and requirements

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

Real-Time Reporting

4.6 (11)

109.09% of 11 reviewers that rated this feature as important or highly important

Active reporting of data and metrics

Jet Reports 76 features

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

An @mention is a way to tag or notify a specific person about a message/post

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

One-off queries made on an as-needed basis

Generate one-off reports that meet information requirements

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Compare and match accounting/financial records with corresponding bank statements

Create, manage, and send invoices or bills to customers

Create budgets based on historical data and future projections

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage adherence to policies for any service, product, process, or supplier

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Add customized logos and colors to align with company branding

Alter the layout and content of dashboards

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Creation and customization of dashboards

Connect to big data sources

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Import and export data to and from software applications

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

A systematic and logical representation of numeric data in rows and columns

Graphical representation of data

Store, manage, and track all electronic documents in a centralized location

Assemble applications and processes by dragging over and arranging pre-built components

Monitor and record expenses such as purchases or charges incurred

Move files across different systems or networks

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Generate reports to assess the financial performance of an organization

Form predictions based on past and present data/trends

Manage and optimize formulas/recipes for specific requirements.

Search for specific words or phrases within a document or database

Perform various mathematical calculations using the data

Centralized accounting record which tracks all financial transactions

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Manage the accounting and financial aspects of multiple locations or companies in a single location

Manage and handle various international currencies

Manage and support multiple languages

Allows users to manage data from a number of sources

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Ability to handle several projects simultaneously

Ability of websites, web applications, or mobile applications to function without an active internet connection

Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Plan and coordinate all the resources, costs and time needed to execute assignments

Create, send, and track purchase orders and their statuses

Preview and make real-time changes in the web content

Receive data and information in real time

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Upload, track, and submit receipts in a central database

View and track pertinent metrics to find patterns and gain insights from data

Reports specific to sales analysis for trends and strategies

Set a time to generate routine reports automatically

Search and filter data across systems to locate required information by entering keywords or certain criteria

Allow users to access multiple services after entering their login credentials once

Sample files or documents that could be customized as needed or used as is

Review data from past periods to reveal recurring tendencies and predict future performance

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Track revisions and updates made to files and navigate between different versions

Interact with data visualization elements, such as charts and graphs, to drill down into data

Provides varying estimates based on different scenarios

Get Advice

We can help you find the software with the features you need.

Features

4.6 (27)

4.6

Based on 27 reviews

## Pricing

Value for money

4.4 (25)

### Starting price

Free trial  
available

Value for money

4.4 (25)

4.4

Based on 25 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

4.5 (26)

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

4.5 (26)

4.5

Based on 26 reviews

## User reviews

Overall rating

4.6

Based on 27 reviews

Filter by rating

5(19)

4(6)

3(1)

2(1)

1(0)

Mentioned topic

Sorted by most recent

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.

MK

Melissa K.

Accountant

Non-Profit Organization Management

### "Jet Reports support"

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

April 3, 2025

Overall, my experience with Jet Reports support has been great. I request \[sensitive contnet hidden\] every time as she seems very knowledgeable and her experience with Jet is evident in the formulas she helps to create.

Pros

Being able to create formulas to set up dynamic ways to pull all account numbers using dimensions.

Cons

Sometimes the formulas are complicated, but \[sensitive contnet hidden\] is a great resource to help update old reports with better formulas.

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.

CJ

C J M.

IT Director

Construction

### "Jet Reports, I would Highly Recommend"

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

April 3, 2025

I am extremely happy with Jet Reports, I would recommend them to anyone to use. We have other reporting software that we use for other programs, and Jet is by far my favorite.

Pros

I am able to build out reports one time, and have a vast amount of data at my fingertips. I have worked with \[sensitive content hidden\] with Insight Software, with her knowledge and expertise with Jet Reports we have made some great reports that our executive team uses every day.

Cons

Not so much a fault of Jet, but in Business Central there are so many tables and options it can be hard to know where to pull data from. That being said, having an expert like \[sensitive content hidden\] was a game changer.

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.

JL

Jessica L.

Controller

Consumer Services

### "Jet is a powerful, time-saving tool with top-tier support"

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

April 3, 2025

It's a powerful time-saving tool when you know how to code and set up the reports correctly.

Pros

Jet Analytics has saved us significant time running our financials. It's highly customizable, integrates with multiple data sources, and the support team—especially \[sensitive content hidden\]—is incredibly helpful and knowledgeable.

Cons

There are times when the report will not work or will give an error message when running and you need to fix the issue in order for your reports to work again. You do need to understand coding a bit to fix issues.

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/)

Popular comparisons

[QuickBooks Online vs Jet Reports](https://www.capterra.com/compare/190778-10005479/QuickBooks-Online-vs-Jet-Reports) 

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