PONDEROSA
── ANALYTICS ──
Deep Roots. Smarter Decisions.
Business Central financial reports in minutes,
not hours.
Ponderosa Analytics connects directly to Business Central and turns your GL into department-level P&L, Balance Sheet, and Cash Flow, with automatic tie-out validation built in. Reconciliations, month-end close, dashboards, and business valuation live in one place. And between closes, Ponderosa keeps watching your numbers, so surprises surface early, not at month-end.
A short walkthrough on your own data. No commitment, no sales pitch.
Why we built this
Built because the right tool didn't exist.
Like most finance teams running Dynamics 365 Business Central, we relied on the same
Excel-based reporting tools everyone else used. We knew the workflows. We'd built the templates.
But every month-end close brought the same frustrations: hours waiting on reports, formulas
that broke each quarter, and a system only a handful of people in the office knew how to maintain.
We went looking for a better option. We evaluated every competing product on the market.
None of them solved what we needed: department-level financial statements pulled
directly from Business Central that are fast, consistent, and maintainable by anyone on the team,
not just the one person who built the templates.
So we built Ponderosa Analytics ourselves. It's not a VC pitch or a consulting firm's side project.
It's a tool built by a finance team that hit the same wall you have, with the engineering depth to
build it right instead of waiting for someone else to.
From reporting to decisions
One platform that grows with your finance function
Ponderosa starts where most Business Central finance teams start, with the monthly statements, and carries the same data through analysis, the close, planning, monitoring and the decisions that follow.
Reporting
Department-level P&L, Balance Sheet and Cash Flow straight from the Business Central GL, in minutes.
Analysis
Drill from any number to the transactions behind it, compare periods and departments, and ask Ponder in plain English.
Close
Balance-sheet reconciliations, project reviews and month-end close tasks with owners, due dates and sign-off, in one place. Boards track everything else the team owes.
Planning
Budgets, forecasts and business valuation built on the same mapped data, so plan and actuals always line up.
Monitoring
GL alerts between closes: stale syncs, revenue drops and statements that stop tying out, surfaced early.
Decision support
Dashboards and AI-assisted analysis that put the numbers in front of the people who act on them.
How it compares
Why companies choose Ponderosa Analytics over legacy tools
Legacy reporting tools work, until you're waiting all day for a company-wide report that should take minutes.
Categories above describe the common alternatives finance teams evaluate for Business Central reporting (Excel-based add-ins, enterprise corporate performance management (CPM) and FP&A platforms, and general business intelligence tools), not any single product.
* Ponderosa reads your ledger through a pre-built Business Central extension. It is installed in your BC environment once, like any other extension, and ships ready to use: there is nothing to code and nothing to maintain in Excel.
** Ponderosa runs on Amazon Web Services, whose infrastructure is independently audited under SOC 1, SOC 2 and SOC 3. Ponderosa's own security program is built to the SOC 2 framework; the AWS reports cover the infrastructure, not Ponderosa itself.
Meet Ponder
AI-assisted financial analysis for Business Central: ask in plain English
Ponder is the built-in assistant. Ask about your numbers the way you'd ask a colleague, and get an answer drawn straight from your real reports, scoped to exactly what you're allowed to see.
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Answers from your real numbers
Ponder reads your actual P&L, Balance Sheet, Cash Flow, project margins, budget, and forecast. It only states figures it retrieved and never invents or estimates a number.
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Sees only what you're allowed to
Every answer is scoped to the person asking. A department manager gets their department's numbers, never the whole company. The same permissions that govern your reports govern Ponder.
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Draws the chart when it helps
Ask about a trend or a comparison and Ponder builds the chart inline, with a short plain-language takeaway. No export, no pivoting a spreadsheet.
Ponder runs on AWS Bedrock with guardrails: it can't write code, browse the web, or read your configuration, and your financials aren't used to train any model.
Bring your own Claude
Your numbers, in your Claude
Ponder lives in the app. Connect Claude goes further: plug Ponderosa Analytics into the Claude you already use, Claude Desktop or Claude Code, and put your real financials to work anywhere Claude works.
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A first-class MCP connection
Ponderosa Analytics speaks the Model Context Protocol, the open standard Claude uses to reach live data. Two minutes of setup: create a connection in the app, paste one command or URL into Claude, and start asking.
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Charts, decks, and board narratives
Claude pulls your P&L, project margins, and budget variances, then does what Claude does: builds the chart, drafts the variance memo, writes the board summary, compares three fiscal years in one pass.
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Scoped, read-only, audited
Off until an administrator turns it on. Each connection is read-only, expires on a schedule, holds a hand-picked slice of the owner's own permissions, and can be revoked in one click. Every request lands in the audit log.
The platform
Financial reporting, month-end close, reconciliations and FP&A for Business Central
Reports in minutes
Full company-wide P&L, Balance Sheet, Cash Flow and Stockholders' Equity with department columns, generated directly from your Business Central GL in minutes, not the hours legacy tools take.
Balance-sheet reconciliations
Close your books with confidence. Every balance-sheet account is reconciled each period: the GL balance and roll-forward are computed straight from your data, you add support and explain any variance, with preparer/reviewer sign-off, materiality thresholds, and drift detection built in.
Month-end close management
Run the whole close in one place, not just reconciliations. Track every close task with owners, due dates, dependencies, and sub-items, across separate month-end, quarter-end, and year-end closes. A live dashboard and close calendar show exactly what's done and what's blocking.
Business valuation & FP&A
Forecast the business over any horizon and estimate what it's worth: DCF, capitalization of earnings, and market comparables combined into one weighted conclusion. Every line shows its formula, so an outside appraiser or board can check the math.
Ask Ponder: built-in AI
Ask your financials a question in plain English and get an answer from your real reports, permission-scoped, with charts drawn inline. See Meet Ponder.
Executive dashboard
A live view for leadership: revenue, net income, and margin trends, department and top-expense breakdowns, and budget vs. actual, all at a glance. The numbers your executives ask for, without building a deck.
Project & job reporting
For project-based businesses, see profitability by job: recognized revenue and cost pulled straight from Business Central, plus a Project Analysis & WIP tab for what you have earned but not yet billed, right alongside your department reporting. Built for construction and field-services teams.
Audit trail
A complete, timestamped record of who did what: logins, mapping changes, permission updates, and report runs. A clean paper trail for auditors and internal controls, without asking anyone to keep a log.
Direct BC connection
Connects to any Dynamics 365 Business Central environment via Microsoft's standard API. No Excel, no exports, no manual data entry.
Department columns
Your BC dimension codes map to named department columns. Add a department in BC, map it once, and it appears across every report immediately.
Automatic tie-out checks
Every report run includes built-in validation. If your Balance Sheet doesn't balance or Cash Flow doesn't reconcile, Ponderosa Analytics flags it before you share anything.
Simple account mapping
Map account ranges with a simple range syntax (e.g., 4000..4999). One mapping drives every report, every period. No per-template formulas.
Anyone can manage it
No formulas, no code, no Excel expertise needed. Map your accounts once with a plain range syntax and anyone on your Finance team can run, update, and maintain reports from day one.
Numbers for everyone who needs them
Managers, executives, and outside accountants get the reports they need on a schedule, and can drill into the transactions behind any number they're allowed to see. Nobody waits on Finance to run and send a file.
Multiple report layouts
Create named layouts for different audiences: Internal, Bank, Auditor. Same account mapping, different presentation. Change a format once, it updates everywhere.
Role-based access
Admin, Finance User, and Read-Only roles. Department managers see only their columns, not company-wide data. Per-user report type restrictions built in.
Budget vs. actual
Enter department budgets by fiscal month and compare to actuals in the same report view. Export to Excel with one click.
Multi-company consolidation
Combine several Business Central companies into one consolidated P&L, Balance Sheet, and Cash Flow, with intercompany eliminations so the group never double-counts.
Rolling forecasts
Project the rest of the year from actuals using run-rate, prior-year, seasonal, or driver-based methods (e.g. labor as a percent of revenue). No spreadsheets.
Automatic sync
Scheduled sync pulls GL entries from BC on your cadence. Reports always reflect current data. No manual refresh required.
Excel export & scheduled delivery
Export any report to Excel or PDF for deeper analysis, or schedule it to run automatically on your cadence and email it to stakeholders or drop it in a shared SharePoint or Google Drive folder. Set it once; it arrives on time, every period.
Boards: work management
Track any work as items on grouped boards, with statuses, owners, due dates and three views, and automations that do the busywork for you. Import your task list from Excel or CSV and retire the separate tool.
Data Health: can you share this period?
One line at the top tells you whether a period is ready to send, what is wrong if it is not, and which sync the answer reflects. The checks run from the Business Central sync through to the finished statements.
GL Analysis: pivot the ledger
Pivot the raw general ledger by account, department or project across any period, click any number for the transactions behind it, and export exactly what you see to Excel.
Weekly cash flow forecast
A rolling week-by-week view of the cash coming in and going out: the invoices already in Business Central, the revenue and cost your forecast implies, payroll and debt service, and what it all does to your bank balance and line of credit.
Project reviews with sign-off
Each month, every project manager reviews the jobs that tripped a risk check (a margin swing, a cost overrun, a stale budget) and signs off, so Finance closes on reviewed numbers, not assumptions.
Report Builder & archive
Build a report once, save it, and run it on demand or on a schedule. The archive keeps a copy of everything that went out, so you can always see exactly what a stakeholder received.
Always watching
Business Central GL monitoring: your books get watched, not just reported
Between closes, Ponderosa keeps an eye on your GL. When something drifts, the right people hear about it, in the app and by email, instead of finding it at month-end.
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Continuous checks
Stale syncs, sharp revenue swings, and statements that stop tying out are evaluated automatically, around the clock. That's the drift you'd otherwise catch by accident.
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In the app and in your inbox
A live notification feed in Ponderosa, plus email to the people you choose. Each alert carries a severity, and a built-in quiet period keeps the same issue from spamming you.
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You set the thresholds
Decide what "a sharp drop" means and how stale is too stale. Turn each alert on or off per company, so finance hears what matters and nothing it doesn't.
Department-level reporting, without the overnight wait
Department managers, executives, and outside accountants open the reports they need, or get them by email on a schedule, and see only the departments they're allowed to see. Your team spends its time on the analysis, not on producing and sending files.
We use it ourselves
The team that built it runs their own finance function on it
We run all of our internal financial reporting, budgeting, and forecasting through Ponderosa Analytics. It's improved every part of the process, from the analysts building the statements to the managers and executives who rely on them.
Getting started
From Business Central to your first report, without the usual wait
We walk every new team through the connection step-by-step. After that, anyone runs reports independently. Most environments are quick to set up; more complex systems get hands-on, guided onboarding.
Connect to Business Central
Enter your BC tenant ID, client ID, and environment name, then test the connection.
Run the initial sync
Ponderosa Analytics pulls your full chart of accounts and GL history from BC. No data re-entry. Your history comes with you.
Map your accounts
Enter your account ranges once (e.g., Contract Revenue = 4000..4999). That mapping applies to every report automatically.
Run your first report
Select a date range, click Run Report, and your department-level P&L, Balance Sheet, or Cash Flow is ready in minutes.
Your data, protected
Built for finance teams who can't take chances with their GL
You're trusting us with your general ledger. Here's exactly how we keep it safe.
Encrypted credentials & tokens
Your Business Central connection secrets and access tokens are secured with enterprise-grade encryption at rest. They're never stored in plain text and never exposed in the app.
Role-based access control
Admin, Finance User, and Read-Only roles. Department managers see only their columns, not company-wide data. Per-user report-type restrictions are built in.
Isolated per company
Every company's chart of accounts, GL entries, and report definitions are fully isolated. One company's data is never visible to another.
Read-only BC connection
Ponderosa Analytics only reads from Business Central: it pulls your GL and chart of accounts. It never writes back to or modifies your ERP.
Microsoft-standard auth
Connections use Microsoft's standard OAuth via Azure app registration, the same authentication model Microsoft uses for Business Central itself.
Full audit trail
Every meaningful action is logged with a timestamp (logins, mapping changes, permission updates, and report runs), so you have a clean record for auditors and internal controls.
Built to SOC 2 principles
Enterprise controls throughout: a hardened web edge (web application firewall), least-privilege access, encrypted secrets, and full audit logging. We're building toward SOC 2 because your GL deserves that bar.
Sign-in you control
Sign in with Microsoft or Google, require multi-factor authentication for everyone in the workspace, and offer passkeys to the people who prefer them.
Your data stays yours
Cancel anytime and we'll export your mappings and remove your data on request. No lock-in, no hostage situations.
Plans
Plans & packaging
Three plans, scaled to your Business Central footprint, with all three report types on every plan. Pricing is tailored to your setup. Request a quote.
- 1 Business Central company
- Role-based access for your finance team
- P&L, Balance Sheet, Cash Flow
- Department columns & budget vs. actual
- Automatic tie-out & Excel export
- Standard support
- Up to 3 BC companies
- Everything in Business
- Multi-company consolidation
- Rolling forecasts & drivers
- Multiple report layouts
- Role-based access controls
- Priority support & quarterly check-in
- Unlimited BC companies
- Everything in Professional
- Consolidation & forecasting at scale
- Volume seat pricing for large teams
- Dedicated onboarding & SLA
- Named account manager
Pricing is quoted to your Business Central footprint. We'll walk through the details together.
FAQ
Common questions
If you don't see your question here, ask us in the demo request below.
Where does my financial data live, and is it secure?
Your BC connection credentials and tokens are secured with enterprise-grade encryption at rest, access is role-based, and each company's data is fully isolated. Ponderosa Analytics reads from Business Central over Microsoft's standard OAuth. It never writes back to your ERP. See the Security section for details.
Is my financial data used to train AI?
No. Ponder, the built-in assistant, runs on Amazon Bedrock with guardrails. Your financials are never used to train any model. Ponder only answers from data the person asking is already permitted to see, and it can't write code, browse the internet, or access your configuration or credentials. Ask it about your reports; it stays inside your data.
Will it tell me when something looks wrong?
Yes. Ponderosa watches your data between closes and raises an alert when a sync goes stale, revenue drops more sharply than your threshold, or a financial statement stops tying out, in the app's notification feed and by email to the people you choose. You decide which alerts are on and how sensitive they are, per company. See Monitoring for details.
Which versions of Business Central are supported?
Any Dynamics 365 Business Central environment reachable through Microsoft's standard API: cloud (SaaS) and supported on-prem deployments with API access. We confirm compatibility with your environment during the demo.
Do I need IT or a developer to set this up?
No. We walk you through the BC connection step-by-step, and account mapping uses a plain range syntax anyone on your Finance team can manage. No formulas, no code, no data modeling.
What Business Central licenses do my people need?
Ponderosa connects to Business Central as a registered Microsoft Entra application (Microsoft's service-to-service access), not as a named user. Microsoft's rules still apply to the people: under the Dynamics 365 Licensing Guide, anyone in your organization who views Business Central data, directly or through another application, must hold a Business Central license. For someone who only reads reports in Ponderosa, the lowest tier is Business Central Team Members, which includes the right to read data within Business Central; anyone already on Essentials or Premium is covered, and Microsoft's free External Accountant license covers an outside accounting firm. The Microsoft 365-only read access Microsoft offers applies inside Microsoft Teams, not to other applications, so it does not count here. Licensing is between you and Microsoft, so confirm your mix with your Microsoft partner; we help you count seats during the demo.
Can people outside Finance see their numbers?
Yes. Managers, executives, and outside accountants can open the reports you share with them, or receive them by email on a schedule, and can drill into the transactions behind any number they're allowed to see. Roles decide who sees which departments and report types, so a department manager sees their own columns and nothing else.
How much does it cost?
Final pricing and packaging are still being finalized. We'll walk through the details with you in the demo.
What happens to my data if I cancel?
It's yours. Cancel anytime; we'll export your account and dimension mappings and remove your data on request. No lock-in.
Can I keep my existing report formats?
Yes. You define named layouts (Internal, Bank, Auditor, etc.) over a single account mapping, so you can match the formats your stakeholders already expect, and change a format once to update it everywhere.
How long until I'm running real reports?
Most teams are running their first department-level statement soon after connecting Business Central. We guide you through setup, and simpler environments go faster than more complex ones.
Who we are
Meet the team
Finance practitioners who lived the problem, paired with a career software engineer to build it right, because the right tool didn't exist.
Backed by a dedicated team of developers and support specialists who keep the product improving and our customers well supported.
See Ponderosa Analytics with your actual data
A short, live demo uses your existing BC environment and report structure. You'll see your own accounts, your own departments, your own numbers, in minutes.
- No sales pitch, just a product walkthrough
- We set up the demo environment, you just show up
- If it doesn't save you time, we'll tell you
Request a demo
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