# Zap — full site content > Zap automates ERP data warehouses, centralizing business data for trusted reporting and analytics. Tagline: "Data you can trust, decisions made simple." This file contains the complete text content of https://www.zapbi.com in one document, for AI assistants and LLM ingestion. Curated index: https://www.zapbi.com/llms.txt Pages: 150 · Generated: 2026-10-23 --- # Zap | The pre-built data foundation for your ERP URL: https://www.zapbi.com/ Zap is the analytics and AI platform for businesses running on an ERP. Pre-built data models for 12 ERPs, analytics in Excel, Power BI and the browser, and Zap AI working with it. The pre-built data foundation for your ERP ## Trusted answers from your ERP. No guesswork, no build. Zap is the pre-built data foundation for your ERP. Skip the months of warehouse building and get straight to analytics and AI you can trust. Book a Demo Watch 2m Video Zap Analytics Excel Power BI Teams Your AI Powering global businesses with automated ERP data warehouses for over 15 years Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → ### Zap Data Hub. How it works. Your ERP data, modelled and governed, ready for analytics in Excel, Power BI and the browser. See Zap Data Hub - - - - - - - CRM, payroll, inventory, Excel, CSV and many more Data Hub Governed business model - Governed access - Semantic layer - Data warehouse One version of truth - Zap Analytics with Zap AI - Excel - Power BI - Teams - Your AI Claude and ChatGPT ### Not a dashboard. A trusted answer. Point AI at plausible data and you get confident answers that are quietly wrong. In marketing, a wrong number is an awkward meeting. In finance, it goes to the board, into a forecast, out to a lender or a regulator. Get the data right and the picture changes. That's what Zap does. Work with your numbers in plain words: answer a question, modify a report, check a calculation. Every answer keeps a line back to its source. See Zap AI ### Solutions. Built for the ERP you run. Zap Data Hub is pre-built for 12 ERPs: Sage, Microsoft Dynamics, SAP Business One, Syspro, Xero and Wiise. Pick yours and see how it connects, what it delivers and where to see pricing. Find your ERP - Sage X3, Intacct, 100 and 300 - Dynamics 365 Business Central - Dynamics 365 Finance & Operations - Dynamics AX - Dynamics NAV - Wiise - SAP Business One - Syspro - Xero How it works ### From your ERP to trusted answers, in three steps. The pre-built foundation is what does it. Skip the months of warehouse building and get straight to the analysis. Step 01 #### Connect your data Smart connectors and the Zap Data Gateway bring all your data together, on-prem or cloud, across networks and firewalls. Step 02 #### Deploy pre-built data models and analytics Expert-validated, pre-built ERP models and analytics deploy fast, governed from the start. Step 03 #### Customize, visualize Extend with a no-code UI and full SQL power, then consume in Zap Analytics, Power BI or live in Excel. Zap Data Hub allows you to ### Bring trusted data into the tools you already use. In the browser #### Zap Analytics An integrated, no-code solution for reporting and analytics. - Save on time and risk, with pre-built analytics tailored to your ERP - Access anywhere, with a web-based app and a mobile-optimized view - Format with flexibility: format cells, insert blanks and resize for pixel-perfect reports - Automate distribution: schedule or trigger delivery of richly formatted Excel or PDF reports - Go deeper, with powerful date functions and drill-through for deeper insights See Zap Analytics Your BI tool #### Power BI Integration Leverage in-house skills with the world's leading BI tool. - Cut manual effort and errors, with pre-built Power BI models tailored to your ERP - Depend on a single truth, with Excel and Power BI synchronized to your warehouse - Accelerate ERP data modeling: dimensions, account mapping and currency conversion - Don't DAX it up, with pre-built DAX for financial statement calculations - Trust your data, with quality assurance only a data warehouse can provide See Power BI Integration In Excel #### Excel Add-in Keep using the number one tool for financial professionals, without spreadsheet chaos. - Work live in Excel, on trusted ERP and non-ERP data from Zap's automated warehouse - Build financial pivot-tables that expand and collapse accounts and dimensions - Design custom reports with advanced date functions and row-level security - Distribute reports, scheduled or triggered by data events See the Excel Add-in Talk data to us ### The numbers that add up. 20+ hours saved on every financial close 4.3★ on G2, from 46 reviews 40+ countries with customers 1 billion rows processed in minutes, not hours 12 ERP systems supported 15+ years powering ERP data What our customers are saying ### Trusted by finance and IT teams worldwide. SD&A gave us the competitive edge we needed to outpace our market. From reducing inventory by $5 million to streamlining board pack preparation, Zap's been a game-changer for AML Foods. Davette Lightbourne , Chief Financial Officer, AML Foods Sage 300 Before Zap, reporting was a painful, manual process. Now, we have real-time data at our fingertips, allowing us to move faster and make smarter decisions. Bill Westman , CFO, Alley-Cassetty Syspro The ability to drill down to transaction-level detail, which is often constrained by other tools, has been game-changing for us. It's made financial analysis far more efficient and insightful. Owen Wootton-Haley , Senior Finance Business Partner, Staysure Sage X3 Thanks to Sage Data & Analytics, I'm now relieved of a lot of my ongoing reporting requirements to the board, as they can simply go and view it themselves in the system real-time as and when they need to. Calvin Guyer , CEO, QualiTru Sampling Systems Sage 100 We use Zap and our Power BI provisioning to ensure that everybody has the same consistent data that has our stamp of approval on it quality-wise. Sonia Keeney , Director of Data Enablement, Kindeva Dynamics 365 F&O For Syspro customers experiencing reporting challenges, Zap is essentially plug-and-play. Within eight weeks, we had working balance sheets and income statements across our multiple databases. Trevor Goble , Group Information Systems Manager, in2food Syspro Within the first month, we saved more than $50,000 through better inventory management. Zap paid for itself almost immediately. David Armentrout , Senior IT Manager, Manufacturing Systems, Super Store Industries Dynamics AX Prior to implementing Zap Data Hub, our ability to evaluate business performance was very limited. Today we're equipped with knowledge and accessible and timely data, making us extremely happy with both the product and our level of service. Kirstie Jenkin , Business Systems Manager, CBCo Brewing We needed a tool that would be used to 'urbanize' data in our information systems and was simple to maintain. Zap Data Hub delivers on both counts. It's smart, ergonomic, and modern. We also selected Zap because of the follow-up and the credibility of their staff. Yannick Huo Chao Huan , IT Project Manager, Convivio Zap Data Hub is a quick, clever, simple way of standing up a data warehouse with all the transformations and joins done automatically! Chris Greaves , Customer Insights Manager, Esri UK ← → ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Data Migration, Data Warehouse Automation & Semantic Layer Tool | Zap URL: https://www.zapbi.com/platform-overview/ Zap Data Hub is an ELT platform that consolidates, reconciles and enriches your data: smart connectors, pre-built ERP models, automated data warehousing, a semantic layer, and analytics in Power BI, Excel or Zap Analytics. Platform overview ## The pre-built data foundation for your ERP Zap Data Hub automates your ERP data warehouse, turning scattered data into one governed source of truth, ready for reporting, analytics and AI. Pre-built models deliver insight in days, not months, in Power BI, Excel or Zap's browser-based Zap Analytics. Request Demo How it works The Zap platform The platform ### How Zap Data Hub works Zap Data Hub is an ELT (Extract, Load, Transform) platform that consolidates, reconciles and enriches your data. Connect - - - - - - - CRM, payroll, inventory, Excel, CSV and many more Govern Data Hub Governed business model - Governed access - Semantic layer - Data warehouse One version of truth Build & ask - Zap Analytics with Zap AI - Excel - Power BI - Teams - Your AI Claude and ChatGPT ### Data migration (Extract and load) Unified Data Zap Data Hub is designed to bring all your data together, wherever it may be coming from Smart Connectors Import your data from a variety of sources via our purpose-built smart connectors, whether those sources are on-premise or in the cloud Zap Data Gateway For on-premise sources, Zap Data Gateway creates a persistent, two-way connection across networks, firewalls, and realms to Zap Data Hub from each data source REST Connectors REST based smart connectors offer a way to connect to nearly any source available ### Data modeling (Transform) Pre-built Solutions Pre-built solutions take the guess work out of working with ERPs - we've done the work to understand their structure so you can understand your data Schema Unification Union whole schemas, capture historical data and migrate between ERPs Custom Models Build out your own model or start with our pre-built solutions to hit the ground running No-code UI with SQL No-code UI with SQL behind the scenes, offering the full power of SQL but without the need to learn it ### Data warehouse automation Our automated data warehousing has been designed from the ground up to be fast, secure and trustworthy. #### Fast - Automated warehouse indexes for optimized performance - Take advantage of Incremental processing and warehouse partitioning to ensure efficient and reliable data transfer - Cloud data warehouse with scaling up to 100TB #### Secure - Zap Data Hub comes with enterprise-class security control - Configurable permissions and access control - Resource and data-level security - BYO auth with Azure Entra ID, Okta or SAML #### Trustworthy - Bring all your data together for one source of truth - Schedule automated process to ensure your data is up to date - Take advantage of our purpose-built solutions, designed and validated by experts to take the guesswork out of data modeling Learn More ### Semantic layer Zap Data Hub's semantic layer modeling adds meaning to your data. Our autodetected measures dimensions, hierarchies and aggregations accelerate your analytics and super charge your data. Zap supports both Azure analysis services and SQL Server Analysis Services, so you can use the platform that works for you. ### Zap Analytics Simple design and powerful analysis combine to bring clarity to complex datasets with ease - Combine reports and analytics into Dashboards or printable report packs for easy distribution, tailored to the recipient - Native drill-through for deeper insights into your data - Configurable time to date calculations for trend analysis, performance tracking and informed insights - Pre-built analytics solution for Sales, Purchasing, Inventory, AP/AR and Financials - Embed analytics inside any web-based product with iframe support and leverage SSO for a seamless experience Learn More ### Power BI integration - Analyze data in Power BI, backed up by Zap Data Hub - Leverage existing Power BI expertise and a large community of Power BI developers, all while taking advantage of Zap Data Hub's data modeling and warehouse automation - Deploy Zap data models to Azure Analysis Services or Power BI Premium - Our purpose-built solution analytics are available for Power BI, ensuring that there's no need to DIY Learn More Zap AI ### Zap AI works with your Zap Data Hub. Zap AI Assistant answers from the same governed data your reports already use, and is included for eligible customers. Zap AI Analyst is an add-on. Both start pre-built from your ERP. See how Zap AI works ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Zap Analytics | Zap URL: https://www.zapbi.com/platform-overview/zap-analytics/ Zap Analytics brings clarity to complex datasets with a simple yet powerful design: dynamic BI and data visualization, streamlined reporting, and pre-built analytics for Sales, Purchasing, Inventory, AP/AR and Financials. Platform · Zap Analytics ## Zap Analytics Unlock the Power of Your Data Zap Analytics brings clarity to complex datasets with a simple yet powerful design, making data analysis straightforward and efficient. Request Demo Explore the analytics ### BI and Data Visualization Discover deeper insights and explore the key factors influencing your business performance with dynamic drill-up, drill-down, drill-across, and drill-through capabilities for all dashboard and reporting elements. + ##### Self-Service Analysis and Data Discovery Empower your team with a powerful visualization and dashboarding interface that is dynamic, touch-enabled, and optimized for all devices. ### Streamlined Reporting and Analytics Effortlessly combine reports and analytics into dynamic dashboards or printable report packs. Tailor these to specific recipients for easy distribution and maximized impact. Want to see a sample report pack ? Download Sample Report Pack + ##### Native Drill-Through Dive deeper into your data with native drill-through capabilities, uncovering insights that drive informed decisions. + ##### Configurable Time-to-Date Calculations Analyze trends, track performance, and generate actionable insights with customizable time-to-date calculations. ### Comprehensive Pre-Built Analytics Solutions Zap Analytics offers pre-built analytics solutions for various business functions including Sales, Purchasing, Inventory, Accounts Payable/Receivable, and Financials. + ##### Embed Analytics Anywhere Integrate analytics seamlessly into any web-based product with iFrame support and Single Sign-On (SSO) for a frictionless user experience. ### Pre-Built Analytics Deliver immediate reporting with pre-built industry analytics and key performance indicators (KPIs) accessed via role-based dashboards. Our solutions are ready-to-go, out-of-the-box for every function within your business. + ##### An Extensive Library of Pre-Built Ratios, Metrics, and Calculations Ensure your business reporting is based on industry best practices, fostering collaboration and consistency. + ##### User-Friendly Flexibility Use pre-built dashboards as a starting point to quickly customize and meet specific business reporting needs. ### Get Started Today Experience the transformative power of Zap Analytics. Unleash the full potential of your data with our comprehensive, user-friendly, and powerful analytical solutions. Ready to see Zap Analytics in action? Contact us today to schedule a demo and discover how our platform can elevate your data insights and drive your business forward. Request Demo --- # Data Warehouse Automation | Zap URL: https://www.zapbi.com/platform-pages/data-warehouse-automation/ Zap Data Hub automates your ERP data warehouse: pre-built models, a synchronized star schema, proprietary Delta processing and enforced integrity. Scattered data becomes one governed source of truth in days, not months. Platform · Data Warehouse Automation ## Zap Data Warehouse Automation Automated governance → Flexibility and performance Zap Data Hub automates your ERP data warehouse, transforming scattered data into a single source of truth ready for reporting, analytics and AI. Pre-built models deliver insight in days, not months — with up to 80% less compute and refresh time and audit-ready data integrity built in. Book a Demo Watch 2m Video ★ 4.3 on G2 from 46 reviews See it on your own data. Book a 20-minute demo with someone who knows your ERP. Book a Demo Sitting at the heart of a BI platform is the data warehouse, which hosts your enterprise models. It's a source of sanctioned data, as a system of record and as a hub, serving enterprise models for reporting, BI, and data science. Microsoft Governance ### The pillars of governance #### Trust it - Single source of truth - Single source of meaning - Single source of metrics #### Secure it - Secure platform - Secure data - Secure application #### Respect it - Personal data treatment - Sovereign data treatment - Industry data treatment In plain terms ### What is data warehouse automation? Data warehouse automation (DWA, sometimes written DWH automation) is software that designs, builds, loads and maintains a data warehouse for you, replacing the hand-coded pipelines and manual modeling that traditionally take months. It generates the schema, keeps it in sync as sources change, and manages the transformations underneath. Zap applies this to ERP data specifically: pre-built models for your ERP, a synchronized star schema, and enforced keys so the numbers hold up. By the numbers ### Zap provides 80% less compute with ELT vs. ETL. 5x faster analytic engine with Zap's proprietary Delta processing. 100 TB scale compressed warehouse data. Data warehouse automation ### What to expect #### Faster insight - Centralized context for a holistic understanding of your business. - Smarter decisions via analytics and BI with visual insight. - Gen-AI transforms for insight at machine speed and scale. #### Trust and governance - Single source of truth trusted, secure and compliant. - Enforced integrity via keys, constraints and validation rules. - Audit-ready with version history and native data lineage. #### Replayable history - As-of reporting on historical values with automated Delta records. - SCD2 reporting on historical attributes with slowly changing dimensions. - In-app revert to restore trusted versions for business continuity. What we deliver ### What we deliver ##### Synchronizing analytic engine Mirror the star schema and sync refreshes to Power BI or Analysis Services automatically. Out of sync breaks trust. ##### Pre-built ERP data models and ERP smarts Purpose-built models, star schemas optimized for ERP with ERP-aware transforms. ##### Intelligent data processing Minimize refresh times and resource usage with smart detection of changed records and proprietary Delta processing. ##### Cross-platform data unification Seamlessly combine ERP data with other business systems for complete visibility. ##### Enterprise versioning In-app version tracking with history, rollback and full audit trails for governance. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Zap Analytics Learn more ##### Fabric Support Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Data Warehouse Automation, answered. Why do I need a data warehouse at all? A data warehouse provides data governance, centralizing your trusted, secure and compliant data. A synchronized analytic engine then provides context with rich names, descriptions and defined relationships. Zap Data Hub uses Azure SQL, an ACID-compliant data warehouse that enforces data integrity through structure. What does Zap Data Hub offer that we can't build with in-house data experts? You can build it, but don't underestimate the effort. Most data experts aren't ERP experts. Zap ships the hard parts pre-built (ERP-tuned star-schema models) plus ERP-aware automation that keeps the analytic engine in sync, with governance baked in through enforced keys and versioning. The result is hours to first value, 80% less compute, more than 5x faster refreshes, and replayable history. I only need improved reporting, is a warehouse overkill? No. An automated warehouse stands up in under an hour and refreshes in minutes, even seconds. Even for reporting only, it protects your ERP from query load, keeps definitions consistent, and lays the foundation for future BI and AI. How does Zap prevent duplicate records and ensure data integrity? Power BI and OneLake can't enforce primary keys, so duplicates can corrupt financial reports silently. Even Fabric SQL Warehouse requires 'NOT ENFORCED' constraints. Zap uses Azure SQL Database (or SQL Database in Fabric) with enforced primary keys, catching duplicates before they reach a report. ERP financial data integrity is our specialty. How exactly are your proprietary Delta refreshes faster? Zap transforms each source change as two transactions: one reversing the original value, another adding the new value, like ledger adjustments. Synchronized to the analytic engine, this enables add-only processing and more than 5x faster refreshes, even for complex ERP data. How does Zap ensure data security and compliance? Zap safeguards data with enterprise-grade security across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. See our Cloud Security page for detail. What deployment options does Zap Data Hub provide? Zap Data Hub is a cloud-only, fully managed platform, with no infrastructure to install, patch or maintain. It connects securely to your data wherever it lives, cloud or on-premise, so your existing sources stay in place while Zap runs in the cloud. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Fabric Integration | Zap URL: https://www.zapbi.com/platform-pages/fabric-integration/ Zap lands governed, duplicate-proof ERP data into SQL Database in Fabric: enforced primary keys, lookup-aware incremental loads and a semantic model that stays in sync. Power BI today, Fabric notebooks and AI when you're ready. Platform · Fabric ## Fabric Integration Your Fabric data is wrong → Zap fixes the problems Fabric can't see Fabric doesn't enforce primary keys. It can't detect stale incremental loads. And it won't keep your semantic model in sync when the warehouse changes. The result? Duplicates, silently wrong numbers, and structural drift across hundreds of tables. Zap lands governed, duplicate-proof ERP data into SQL Database for Fabric. Fabric notebooks, data science, and AI are there when you're ready. Book a Demo Watch 2m Video Primary keys are defined as metadata only and not physically enforced. Microsoft Fabric Community ★ 4.3 on G2 from 46 reviews The gap ### Fabric's missing pieces #### No key enforcement Fabric doesn't enforce primary keys. Duplicates from retries and bad joins silently inflate your totals. #### Stale incremental loads When a looked-up value changes, standard loads miss every dependent row. Your numbers go wrong silently. #### Model out of sync Warehouse schema changes require manual semantic model updates. Default Semantic Models was supposed to help, but Microsoft sunset it in 2025. See it on your own data. Book a 20-minute demo with someone who knows your ERP. Book a Demo 60–80% cost savings vs typical ERP implementations. 5x faster Power BI refreshes with Zap's ledger-style processing. Days to trusted analytics, not months. Foundations ### Fabric foundations done right #### Your data, proven correct - Enforced primary keys Every table, every load. Duplicates rejected, not absorbed. - Lookup-aware incremental When a looked-up value changes, Zap reprocesses dependent rows. Standard loads leave data stale, and stale means wrong. - Pre-built ERP models GL, AR, AP and inventory, validated across hundreds of deployments. Or build custom. #### One model, two layers, zero drift - Orchestrated deployment Warehouse and semantic model update in sequence. No manual pipeline orchestration. - No XMLA scripting Fabric says 'write C# against REST APIs.' Zap says one click. - Schema changes propagate Add a column, rename a field, change a type. Both layers reflect it. #### Live in days, not months - Go live, then grow Power BI reports this week. Fabric for data science when you're ready. - Built for AI, not just BI The governed star schema you build today is what AI needs to reason against, not hallucinate from. - No migration to scale Your star schema already mirrors to OneLake, so notebooks and Copilot work from day one. In plain terms ### What is SQL Database in Fabric? SQL Database in Fabric is the ACID-compliant, fully governed relational layer inside Fabric. It's a full SQL Server engine that enforces primary keys and runs Zap's ELT transforms in place. Data automatically mirrors to OneLake, giving notebooks, data science and AI access at lake scale. Zap lands governed ERP data here. Microsoft built it to close the governance gap Lakehouse couldn't. Zap runs inside it. What we deliver ### What we deliver ##### Duplicate-proof architecture Enforced primary keys on every warehouse table. Duplicates are caught at load time, not discovered during an audit. ##### Dependency-aware refresh Zap checks timestamps on all looked-up columns to determine the true minimal incremental set. 5x faster and actually correct. ##### Synchronized semantic layer Warehouse and semantic model publish together. One change, one action, no drift between layers. ##### Pre-built ERP intelligence Star schemas for your ERP built by people who've done it hundreds of times. Validated currency conversion, multi-company, chart of accounts. ##### Excel + Power BI, same data Finance teams use Zap Live in Excel. Analysts use Power BI. Both query the same governed model. Single source of truth. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Excel Add-in Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Fabric Integration, answered. How does Zap prevent duplicate records? Zap lands data in SQL Database in Fabric with enforced primary keys, so duplicates from retries or bad joins are rejected at load time, not discovered later. Fabric itself marks all keys 'NOT ENFORCED'. What's wrong with standard incremental loads? When a looked-up value changes, standard incremental loads miss every dependent row and your numbers go silently wrong. Zap's lookup-aware refresh reprocesses the dependent rows, so the data stays correct. How does Zap make Power BI refreshes 5x faster? Zap uses ledger-style delta processing: each change becomes an add-only transaction synced via XMLA, instead of reloading whole partitions. That's more than 5x faster and stays correct. Why can't Fabric keep the semantic model in sync with the warehouse? Fabric needs manual semantic-model updates when the warehouse schema changes. Default Semantic Models was meant to help, but Microsoft sunset it in 2025. Zap publishes warehouse and semantic model together, so there's no drift. How does Zap relate to Fabric, is it a replacement? No. Zap runs inside Fabric. It lands governed ERP data into SQL Database in Fabric and runs its ELT transforms in place, then mirrors to OneLake for notebooks, data science and AI. How quickly can we go live? Days, not months. Start with pre-built ERP models for Power BI this week, and switch on Fabric notebooks and data science when you're ready. How does Zap Live work with Power BI? Finance teams use Zap Live in Excel and analysts use Power BI, both querying the same governed model. One source of truth across both tools. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Power BI Integration | Zap URL: https://www.zapbi.com/platform-pages/power-bi-integration/ Zap is the governed data warehouse layer beneath Power BI: a pre-built ERP star schema that blocks duplicates, refreshes 5x faster and serves Power BI and Excel from one trusted model. Live in days, not months. Platform · Power BI ## Power BI Integration You bought Power BI. Your finance team still exports to Excel. It's not their fault. Power BI is built for dashboards, not financial statements. So finance exports to Excel, Ops live in Power BI, and the numbers diverge. Zap is the missing layer: the data warehouse that best practice demands, serving both Power BI and Excel. A pre-built star schema syncs with Power BI and goes live in days, not months. Duplicates are blocked, refreshes are faster, numbers are trusted. First trusted number on day one. Book a Demo Watch 2m Video A star schema design is optimized for analytic query workloads. For this reason, it's considered a prerequisite for enterprise Power BI semantic models. Microsoft ★ 4.3 on G2 from 46 reviews The gap ### Power BI's missing pieces #### No key enforcement Nothing in the Power BI stack validates primary keys. Duplicates enter your reports unchallenged. #### No star schema Microsoft calls it a 'prerequisite' for enterprise Power BI. Most ERP setups skip it entirely. #### No warehouse Building one takes months and data engineers you don't have. See it on your own data. Book a 20-minute demo with someone who knows your ERP. Book a Demo 5x faster refreshes with Zap's proprietary Delta processing. 80% less build time with pre-built star schema models. 100% of keys enforced. Power BI can't. Fabric can't. Zap does. Foundations ### Power BI foundations done right #### Trust deeper - Prevent duplicates Power BI and OneLake can't enforce primary keys. Even Fabric marks all keys 'NOT ENFORCED'. Zap's warehouse enforces them, so duplicates get caught, not published. - Single source of truth Ops dashboards in Power BI and finance statements in Excel query the same validated model. No reconciliation. - Historical integrity Built-in data retention for point-in-time analysis and audit trails that hold up under scrutiny. #### Go faster - Process faster Delta processing via XMLA add-only sync, more than 5x faster than full partition reloads. - Query faster Star schema optimization means complex financial queries return in seconds, not minutes. - Refresh more often Warehouse buffering absorbs the load so your ERP doesn't. Refresh hourly or faster, not overnight. #### Build smarter - Build safer Pre-built models cut implementation time by over 80% and reduce project risk. - Model smarter ERP-aware mappings mean fewer customizations now and less maintenance later. - Fabric ready Switch on Microsoft Fabric sync for notebooks and lakehouse analytics when you're ready, not before. See it in action ### Power BI on a model you can trust A finance dashboard running on the pre-built star schema — duplicate-proof and refreshed fast. In plain terms ### What is Power BI? Power BI is Microsoft's reporting and visualization layer. It connects to data sources and turns them into dashboards, but it won't enforce your primary keys, deduplicate your ERP transactions, or build the star schema Microsoft recommends for enterprise models. No connector or pipeline setting changes that. Zap automates what sits underneath. What we deliver ### What we deliver ##### Automated XMLA synchronization Publish semantic models to Power BI Premium, Fabric, and Azure Analysis Services automatically. No manual steps. ##### Delta-only processing Each change becomes two transactions: one reversal, one addition. Full reloads eliminated. More than 5x faster. ##### Pre-built ERP star schema Purpose-built for your ERP, optimized for Power BI. Hundreds of expert hours so you don't start from scratch. ##### Cross-source unification ERP, CRM, and operational data in one warehouse. Primary keys enforced, something Power BI and Fabric can't do. ##### Full version control Every model change tracked and reversible. Audit trails that survive regulatory scrutiny. The platform ### Explore the Zap platform ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Power BI Integration, answered. How does Zap prevent duplicate records and ensure data integrity? Power BI and Fabric can't enforce primary keys; even Fabric marks every key 'NOT ENFORCED'. Zap lands your data in a SQL database with enforced primary keys, so duplicates from retries or bad joins are rejected at load time rather than discovered during an audit. That integrity holds across hundreds of tables and every refresh. How exactly does Zap make Power BI refreshes faster? Zap uses delta processing. Each change becomes two transactions, one reversal and one addition, synchronized to your semantic model via XMLA. Because it only adds and reverses rather than reloading whole partitions, refreshes run more than 5x faster than full reloads. What are the licensing requirements for Power BI with Zap? Zap supports Power BI Premium Per User, Azure Analysis Services and Fabric capacity. Microsoft handles Power BI licensing; Zap licenses cover the data platform only. Viewing reports needs a Power BI license, not a Zap license. We've already built Power BI reports directly on our ERP. Will we lose that work? No. Your reports re-point to Zap's governed model instead of the raw ERP. You can run both in parallel during the transition and migrate by business impact, so nothing breaks on day one. How does Zap Live (the Excel add-in) connect to the same data as Power BI? Both query the same governed semantic model. Finance teams build calculations and refresh on demand in Excel with Zap Live, while analysts work in Power BI, one source of truth across both. Why not just use PivotTables against Power BI? Try it. Slice a little, and watch the formatting break and performance crawl. Then talk to us about Zap Live. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Zap Live Excel Add-in | Zap URL: https://www.zapbi.com/platform-pages/zap-live/ Zap Live turns Excel into a governed reporting platform: version-controlled calculations, sub-second pivots on billions of rows, and zero load on your ERP. One governed model for Excel, Power BI and Fabric. Platform · Zap Live ## Zap Live Excel Add-in An Excel add-in built for trust. An analytics engine built for speed. Zap Live transforms Excel into a governed reporting platform. Version-controlled calculations ensure all workbooks use the same formulas, while a unified data foundation keeps Excel and your analytics tools working from the same source. Start by connecting Excel to a pre-built data model, then Zap Live delivers an upgraded pivot experience enabling both pivot tables and formatted reporting, all with analytics-grade performance. Book a Demo Watch 2m Video Spreadsheets remain the dominant tool for FP&A: 96% use them for planning and 93% for reporting on at least a weekly basis. Association for Financial Professionals, Feb 2025 ★ 4.3 on G2 from 46 reviews The gap ### Excel's missing pieces #### Calculation governance Excel isn't the enemy, a lack of calculation governance is. Every workbook redefines metrics that matter, like Net Margin. #### Data governance Every workbook pulls its own snapshot of data, turning board meetings into reconciliation sessions. #### PivotTable gaps Native PivotTables break formatting, lack time intelligence, and choke on enterprise datasets. See it on your own data. Book a 20-minute demo with someone who knows your ERP. Book a Demo < 1 hour from install to first governed data. < 1 sec pivots on millions, even billions, of underlying rows. 0 ERP hits all reporting load absorbed by Zap's engine. Foundations ### Excel foundations done right #### Pivot faster - Sub-second pivots Pivot millions, even billions, of underlying rows in under a second. - Zero workbook overhead The engine does the work, so your workbook stays light and fast. - Instant on existing sheets Point Zap Live at the sheets you already have and feel the speed immediately. #### Design smarter - PivotTables, upgraded Everything native PivotTables do, plus stable formatting that never breaks on refresh. - Drag-and-drop time intelligence Built-in time intelligence and date logic without writing a formula. - Multi-query flexibility Blend multiple queries in one report for the view you actually need. #### Trust deeper - Centralized calculations Version-controlled metrics so every workbook uses the same definition of Net Margin. - Unified data foundation Excel and your analytics tools work from one governed source, no snapshots. - Writeback to warehouse Push budgets and planning numbers back into the governed warehouse. See it in action ### Zap Live, inside Excel Sub-second pivots on warehouse-scale data, with version-controlled calculations, right inside Excel. In plain terms ### What is Zap Live? Zap Live is a Microsoft Store add-in that connects Excel to your automated ERP data warehouse. Install Zap Live directly from Excel, sign up for a Zap Data Hub subscription, and deploy a pre-built data warehouse in under an hour. ✓ ✓ What we deliver ### What we deliver ##### Centralized calculations Centralized, version-controlled calculations ensure all changes are auditable and reversible. ##### Unified data foundation One governed model powers Excel, Zap Analytics or Power BI, and Microsoft Fabric, with no data silos. ##### Analytics-level performance Sub-second pivots on warehouse-scale data with zero load on your ERP. ##### Drag-drop with time intelligence Familiar pivot moves plus built-in time intelligence and unbreakable formatting. ##### Runs anywhere Runs on Windows, Mac, and Web Excel with silent Office-Store auto-updates. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Zap Live Excel Add-in, answered. Why is Zap Live better than using Excel's native PivotTable against Power BI or Analysis Services? Native PivotTables break formatting on refresh, lack calculated fields and date-range slicers, and slow to a crawl on enterprise data. Zap Live gives you stable formatting, centralized version-controlled calculations, hierarchical slicing and a purpose-built query engine, so pivots stay fast and correct. Why not just connect Excel directly to SQL? A raw SQL connection has no formatting, no governance and no shared calculations, and every refresh hammers your ERP. Zap Live works against a governed warehouse instead, so reporting load never touches the ERP and every workbook uses the same definitions. Why pair Zap Live with Zap Data Hub instead of a direct-connection ERP add-in? A direct add-in reads one ERP's tables. Zap Data Hub gives you a governed warehouse that blends multiple sources, enforces formula governance and serves Excel, Power BI and Fabric from one source of truth. How do I get Zap Live and what does it cost? Install Zap Live free from the Microsoft Office Store. Using it needs a Zap Data Hub subscription. Licensing is by user type (Designer and Consumer); see the pricing pages for detail. How fast can I go? Zap Live streams data into Excel for sub-second pivots even on billion-row warehouses. Refresh on a schedule or on demand, whenever you need the latest numbers. Is my data secure? Zap Live uses Microsoft 365 single sign-on with your existing MFA and conditional access, encrypts data in transit and at rest, and honors row-level security. Compliance documentation is in our Cloud Security Overview. Can I write back data to the warehouse? Yes. Zap Live can write budgeting and planning figures back through a governed pipeline, keeping Excel's flexibility while the warehouse stays the single source of truth. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Dynamics 365 BC Reporting & Analytics, Automated | Zap URL: https://www.zapbi.com/solutions/dynamics-365-bc/ Automated reporting and analytics for Dynamics 365 Business Central: a governed warehouse feeding Excel, Power BI and Zap Analytics. Solution · Dynamics 365 BC ## Zap Data Hub for Dynamics 365 BC Data you can trust → decisions made simple Zap powers your favorite tools with an Excel add-in, web-based reporting, and deep Power BI integration. Work with live Dynamics 365 BC data, not exports: save time, eliminate errors, and trust your numbers. Under the hood, Zap automates your data warehouse, transforming scattered data into a single source of truth ready for AI. Achieve rapid results with pre-built data models backed by thousands of embedded expert hours. Book a Demo See Pricing ★ 4.3 on G2 from 46 reviews See it on your own Dynamics 365 Business Central data. Book a 20-minute demo with someone who works with Dynamics 365 BC every day. Book a Demo ### Only a data warehouse structurally enforces data quality and scales for trusted BI. Powering global businesses with automated ERP data warehouses for over 15 years Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Capabilities ### What Zap delivers for Dynamics 365 BC ##### Combine systems — CRM, e-commerce, WMS, even cross-ERP. ##### Capture aging trends and as-of snapshots with warehouse history. ##### Gold-medallion, customizable star schemas in hours — not months. ##### Sub-minute latency vs 5–15 min with Synapse Link for Dataverse. ##### Up to 80% cheaper & 5x faster vs Fabric/Synapse with Azure SQL ELT. Why Zap ### The Zap difference Reporting powered by an analytics engine. Analytics powered by automated data warehousing. Data warehouse automation: trust, flexibility, and performance that can't be matched. 20+ hours saved on every financial close 1 billion rows processed in minutes, not hours 1000's of hours of embedded expertise Across the platform ### Let us help you find what you're looking for. ##### Excel add-in Finance power with enterprise data governance. - Live ERP data in Excel, refresh in minutes - Design smart pivots: preserved formatting, native date intelligence - Trust every number: duplicate-proof consolidation, integrate non-ERP data Learn more ##### Web reporting & analytics No-code financial reporting and BI dashboards. - Excel-style grids, version-tracked - Pre-built visuals, easily customized and ready for mobile - PDF report pack, scheduled and conditional delivery Learn more ##### Power BI integration Power BI with a synchronized automated data warehouse. - Duplicate-proof architecture: enterprise data demands enforced keys - Dual acceleration: 5x faster refreshes, star-schema optimized queries - ERP-specific intelligence: pre-built models with native ERP transforms Learn more ##### Data warehouse automation Automated single source of truth for all your business data. - ERP automation: detect structure and metadata automatically - Pre-built data models: thousands of expert hours embedded - Low-code ELT pipelines: Azure or Fabric hosted Learn more Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch Getting started ### Getting started is easy. Step 01 #### Connect Your Data Built-in connectors to Dynamics 365 Business Central. Step 02 #### Deploy Pre-Built Data Models and Analytics Save hours with out-of-the-box data models tailored for Dynamics 365 BC. Step 03 #### Visualize and Customize Tailor reports, analytics and data pipelines to your needs. We're here to help every step of the way with in-app training, dedicated support, and a global team committed to your data transformation. Get started ### See Zap on your Dynamics 365 BC data One email is all it takes. We'll line up a walkthrough on your own Dynamics 365 Business Central data, and loop in your Dynamics 365 Business Central partner when you're ready. FAQ ### FAQs Why isn't Dynamics 365 BC's built-in reporting enough, and why do I need a data warehouse? While Dynamics 365 Business Central's Financial Reporting provides standard financial reporting, finance teams quickly encounter limitations with formatting options, inflexible trailing periods, complex calculations and more, especially when data spans multiple modules or companies. A Zap automated data warehouse centralizes your business data with Business Central at its core, creating a single source of truth. This delivers trustworthy numbers through rigorous data governance while giving you the freedom to use your preferred tools, Excel, Power BI or Zap Analytics, all with blistering performance enabled through Zap's modern architecture. How does Zap connect with and access data from Dynamics 365 BC? Zap provides direct access to all underlying Business Central tables without the complexity of managing entities or Visual Studio configurations, compatible with both cloud and on-premises deployments. Our integration preserves all standard entities and custom fields while optimizing refresh performance. Ultimately, Zap transforms complex Business Central data into accessible insights without requiring specialized technical knowledge. How does Zap reduce financial close time? Zap accelerates financial close by automating data extraction and transformation while eliminating manual exports. The centralized data warehouse makes reconciliation faster with immediate visibility into variances, and drill-through capabilities let teams trace from summary to transaction detail in seconds. This automation shortens the close and cuts the manual rework, freeing finance teams for strategic analysis. How does Zap enable financial consolidation? Zap centralizes financial data from all entities, even across different ERP systems, applying currency conversion at the transaction level using your specified exchange rates. A unified data model supports and automates identification of intercompany transactions, enabling finance teams to match and reconcile in a single environment. Both pre- and post-elimination views are maintained for audit purposes. How does Zap ensure data security and compliance? Zap safeguards your data with a robust, enterprise-grade security framework across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification, covering our information security management system and operating controls. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. For detailed security information, visit our Cloud Security page. How quickly can we implement and see results? Zap's pre-built data models incorporate thousands of development hours, ensuring you get it right the first time. Most customers see initial insights within days, not months. While Zap can be self-implemented, we recommend a starter implementation package of just 15 hours, combining expert setup with hands-on mentoring to maximize your return on investment. What will Zap cost me? Simply pick your plan, then add users and data to suit. No ceilings, no charge for connections, no charge for multi-company data sources. Visit our Dynamics 365 Business Central Pricing page for detailed information and pricing options. How does Zap leverage AI or data science to future-proof my data journey? Zap's powerful transformation engine can leverage AI models to transform data, automatically categorizing transactions, validating data quality and enriching information. By integrating with Microsoft Fabric, your data is positioned to leverage advanced data science capabilities as they emerge, future-proofing your analytics investment. What deployment options does Zap provide? Zap Data Hub is cloud-only, delivered as a fully managed platform. There is no infrastructure for you to install, patch or maintain. It connects securely to your data wherever it lives, in the cloud or on-premises, so your existing data sources stay where they are while Zap runs in the cloud. What resources does Zap offer to help our team get up to speed? Zap offers comprehensive enablement resources including role-specific in-app videos, AI assistance, contextual documentation, weekly AMAs and an in-app training platform. One-on-one mentoring is also available on request. Visit our In-app Education page for more details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Dynamics 365 F&O Reporting & Analytics, Automated | Zap URL: https://www.zapbi.com/solutions/dynamics-365-f-and-o/ Power BI integration and automated reporting for Dynamics 365 Finance & Operations, on a governed warehouse with pre-built models. Solution · Dynamics 365 F&O ## Zap Data Hub for Dynamics 365 F&O Data you can trust → decisions made simple Zap powers your favorite tools with an Excel add-in, web-based reporting, and deep Power BI integration. Work with live Dynamics 365 F&O data, not exports: save time, eliminate errors, and trust your numbers. Under the hood, Zap automates your data warehouse, transforming scattered data into a single source of truth ready for AI. Achieve rapid results with pre-built data models backed by thousands of embedded expert hours. Book a Demo See Pricing ★ 4.3 on G2 from 46 reviews See it on your own Dynamics 365 Finance & Operations data. Book a 20-minute demo with someone who works with Dynamics 365 F&O every day. Book a Demo ### Only a data warehouse structurally enforces data quality and scales for trusted BI. Powering global businesses with automated ERP data warehouses for over 15 years Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Capabilities ### What Zap delivers for Dynamics 365 F&O ##### Direct column access (read-only) — sub-minute vs Data Lake sync 5–15 min. ##### Combine systems — CRM, e-commerce, WMS, even cross-ERP. ##### Capture aging trends and as-of snapshots with warehouse history. ##### Gold-medallion, customizable star schemas in hours — not months. ##### Up to 80% cheaper & 5x faster vs Fabric/Synapse with Azure SQL ELT. Why Zap ### The Zap difference Reporting powered by an analytics engine. Analytics powered by automated data warehousing. Data warehouse automation: trust, flexibility, and performance that can't be matched. 20+ hours saved on every financial close 1 billion rows processed in minutes, not hours 1000's of hours of embedded expertise Across the platform ### Let us help you find what you're looking for. ##### Excel add-in Finance power with enterprise data governance. - Live ERP data in Excel, refresh in minutes - Design smart pivots: preserved formatting, native date intelligence - Trust every number: duplicate-proof consolidation, integrate non-ERP data Learn more ##### Web reporting & analytics No-code financial reporting and BI dashboards. - Excel-style grids, version-tracked - Pre-built visuals, easily customized and ready for mobile - PDF report pack, scheduled and conditional delivery Learn more ##### Power BI integration Power BI with a synchronized automated data warehouse. - Duplicate-proof architecture: enterprise data demands enforced keys - Dual acceleration: 5x faster refreshes, star-schema optimized queries - ERP-specific intelligence: pre-built models with native ERP transforms Learn more ##### Data warehouse automation Automated single source of truth for all your business data. - ERP automation: detect structure and metadata automatically - Pre-built data models: thousands of expert hours embedded - Low-code ELT pipelines: Azure or Fabric hosted Learn more Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch Proof ### Dynamics 365 F&O success stories. Kindeva #### A Prescription for Better Data Read View all success stories Getting started ### Getting started is easy. Step 01 #### Connect Your Data Compatible with cloud and on-premises deployment. Step 02 #### Deploy Pre-Built Data Models and Analytics Save hours with out-of-the-box data models tailored for Dynamics 365 F&O. Step 03 #### Visualize and Customize Tailor reports, analytics and data pipelines to your needs. We're here to help every step of the way with in-app training, dedicated support, and a global team committed to your data transformation. Get started ### See Zap on your Dynamics 365 F&O data One email is all it takes. We'll line up a walkthrough on your own Dynamics 365 Finance & Operations data, and loop in your Dynamics 365 Finance & Operations partner when you're ready. FAQ ### FAQs Why isn't Dynamics 365 F&O's built-in reporting enough, and why do I need a data warehouse? While Dynamics 365 Finance's Financial Reporting provides standard financial reporting, finance teams quickly encounter limitations with formatting options, inflexible trailing periods, complex calculations and more, especially when data spans multiple modules or legal entities. A Zap automated data warehouse centralizes your business data with Dynamics 365 Finance at its core, creating a single source of truth. This delivers trustworthy numbers through rigorous data governance while giving you the freedom to use your preferred tools, Excel, Power BI or Zap Analytics, all with blistering performance enabled through Zap's modern architecture. How does Zap connect with and access data from Dynamics 365 F&O? Zap automatically detects complex relationships, financial dimensions, and translates source objects with friendly names, compatible with both cloud and on-premises deployments. Our integration preserves all standard entities and custom fields while optimizing refresh performance. See our D365 connectivity FAQs to understand how Zap's X++ connector provides real-time data extraction for D365 F&SCM. How does Zap reduce financial close time? Zap accelerates financial close by automating data extraction and transformation while eliminating manual exports. The centralized data warehouse makes reconciliation faster with immediate visibility into variances, and drill-through capabilities let teams trace from summary to transaction detail in seconds. This automation shortens the close and cuts the manual rework, freeing finance teams for strategic analysis. How does Zap enable financial consolidation? Zap centralizes financial data from all entities, even across different ERP systems, applying currency conversion at the transaction level using your specified exchange rates. A unified data model supports and automates identification of intercompany transactions, enabling finance teams to match and reconcile in a single environment. Both pre- and post-elimination views are maintained for audit purposes. How does Zap ensure data security and compliance? Zap safeguards your data with a robust, enterprise-grade security framework across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification, covering our information security management system and operating controls. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. For detailed security information, visit our Cloud Security page. How quickly can we implement and see results? Zap's pre-built data models incorporate thousands of development hours, ensuring you get it right the first time. Most customers see initial insights within days, not months. While Zap can be self-implemented, we recommend a starter implementation package of just 15 hours, combining expert setup with hands-on mentoring to maximize your return on investment. What will Zap cost me? Simply pick your plan, then add users and data to suit. No ceilings, no charge for connections, no charge for multi-company data sources. Visit our Dynamics 365 Finance & Operations Pricing page for detailed information and pricing options. How does Zap leverage AI or data science to future-proof my data journey? Zap's powerful transformation engine can leverage AI models to transform data, automatically categorizing transactions, validating data quality and enriching information. By integrating with Microsoft Fabric, your data is positioned to leverage advanced data science capabilities as they emerge, future-proofing your analytics investment. What deployment options does Zap provide? Zap Data Hub is cloud-only, delivered as a fully managed platform. There is no infrastructure for you to install, patch or maintain. It connects securely to your data wherever it lives, in the cloud or on-premises, so your existing data sources stay where they are while Zap runs in the cloud. What resources does Zap offer to help our team get up to speed? Zap offers comprehensive enablement resources including role-specific in-app videos, AI assistance, contextual documentation, weekly AMAs and an in-app training platform. One-on-one mentoring is also available on request. Visit our In-app Education page for more details. Connectivity #### D365 F&SCM Connectivity FAQs Running a technical evaluation? See how Zap's X++ extractor delivers near-real-time D365 F&SCM data, and why OData, BYOD and Fabric exports fall short, covering performance, delete capture and roadmap. Read the FAQs ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Dynamics AX Reporting & Analytics, Automated | Zap URL: https://www.zapbi.com/solutions/dynamics-ax/ Automated reporting and analytics for Dynamics AX: a governed warehouse feeding Excel, Power BI and Zap Analytics, on pre-built models. Solution · Dynamics AX ## Zap Data Hub for Dynamics AX Data you can trust → decisions made simple Zap powers your favorite tools with an Excel add-in, web-based reporting, and deep Power BI integration. Work with live Dynamics AX data, not exports: save time, eliminate errors, and trust your numbers. Under the hood, Zap automates your data warehouse, transforming scattered data into a single source of truth ready for AI. Achieve rapid results with pre-built data models backed by thousands of embedded expert hours. Book a Demo See Pricing ★ 4.3 on G2 from 46 reviews See it on your own Dynamics AX data. Book a 20-minute demo with someone who works with Dynamics AX every day. Book a Demo ### Only a data warehouse structurally enforces data quality and scales for trusted BI. Powering global businesses with automated ERP data warehouses for over 15 years Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Capabilities ### What Zap delivers for Dynamics AX ##### Governed semantic layer with prebuilt model. ##### Combine systems — CRM, e-commerce, WMS, even cross-ERP. ##### Capture aging trends and as-of snapshots with warehouse history. ##### Gold-medallion, customizable star schemas in hours — not months. ##### Up to 80% cheaper & 5x faster vs Fabric/Synapse with Azure SQL ELT. Why Zap ### The Zap difference Reporting powered by an analytics engine. Analytics powered by automated data warehousing. Data warehouse automation: trust, flexibility, and performance that can't be matched. 20+ hours saved on every financial close 1 billion rows processed in minutes, not hours 1000's of hours of embedded expertise Across the platform ### Let us help you find what you're looking for. ##### Excel add-in Finance power with enterprise data governance. - Live ERP data in Excel, refresh in minutes - Design smart pivots: preserved formatting, native date intelligence - Trust every number: duplicate-proof consolidation, integrate non-ERP data Learn more ##### Web reporting & analytics No-code financial reporting and BI dashboards. - Excel-style grids, version-tracked - Pre-built visuals, easily customized and ready for mobile - PDF report pack, scheduled and conditional delivery Learn more ##### Power BI integration Power BI with a synchronized automated data warehouse. - Duplicate-proof architecture: enterprise data demands enforced keys - Dual acceleration: 5x faster refreshes, star-schema optimized queries - ERP-specific intelligence: pre-built models with native ERP transforms Learn more ##### Data warehouse automation Automated single source of truth for all your business data. - ERP automation: detect structure and metadata automatically - Pre-built data models: thousands of expert hours embedded - Low-code ELT pipelines: Azure or Fabric hosted Learn more Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch Proof ### Dynamics AX success stories. Super Store Industries #### Blending Data - Boosting Performance Read View all success stories Getting started ### Getting started is easy. Step 01 #### Connect Your Data Designed for legacy AX data structures and SQL environments. Step 02 #### Deploy Pre-Built Data Models and Analytics Save hours with out-of-the-box data models tailored for Dynamics AX. Step 03 #### Visualize and Customize Tailor reports, analytics and data pipelines to your needs. We're here to help every step of the way with in-app training, dedicated support, and a global team committed to your data transformation. Get started ### See Zap on your Dynamics AX data One email is all it takes. We'll line up a walkthrough on your own Dynamics AX data, and loop in your Dynamics AX partner when you're ready. FAQ ### FAQs Why isn't Dynamics AX's built-in reporting enough, and why do I need a data warehouse? While Dynamics AX's Management Reporter provides standard financial reporting, finance teams quickly encounter limitations with formatting options, inflexible trailing periods, complex calculations and more, especially when data spans multiple modules or legal entities. A Zap automated data warehouse centralizes your business data with Dynamics AX at its core, creating a single source of truth. This delivers trustworthy numbers through rigorous data governance while giving you the freedom to use your preferred tools, Excel, Power BI or Zap Analytics, all with blistering performance enabled through Zap's modern architecture. How does Zap connect with and access data from Dynamics AX? Zap automatically detects complex relationships, financial dimensions, and translates source objects with friendly names, compatible with Dynamics AX 2012 R2 and later versions. Our integration preserves all standard entities and custom fields while optimizing refresh performance. Ultimately, Zap transforms complex Dynamics AX data into accessible insights without requiring specialized technical knowledge. How does Zap reduce financial close time? Zap accelerates financial close by automating data extraction and transformation while eliminating manual exports. The centralized data warehouse makes reconciliation faster with immediate visibility into variances, and drill-through capabilities let teams trace from summary to transaction detail in seconds. This automation shortens the close and cuts the manual rework, freeing finance teams for strategic analysis. How does Zap enable financial consolidation? Zap centralizes financial data from all entities, even across different ERP systems, applying currency conversion at the transaction level using your specified exchange rates. A unified data model supports and automates identification of intercompany transactions, enabling finance teams to match and reconcile in a single environment. Both pre- and post-elimination views are maintained for audit purposes. How does Zap ensure data security and compliance? Zap safeguards your data with a robust, enterprise-grade security framework across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification, covering our information security management system and operating controls. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. For detailed security information, visit our Cloud Security page. How quickly can we implement and see results? Zap's pre-built data models incorporate thousands of development hours, ensuring you get it right the first time. Most customers see initial insights within days, not months. While Zap can be self-implemented, we recommend a starter implementation package of just 15 hours, combining expert setup with hands-on mentoring to maximize your return on investment. What will Zap cost me? Simply pick your plan, then add users and data to suit. No ceilings, no charge for connections, no charge for multi-company data sources. Visit our Dynamics AX Pricing page for detailed information and pricing options. How does Zap leverage AI or data science to future-proof my data journey? Zap's powerful transformation engine can leverage AI models to transform data, automatically categorizing transactions, validating data quality and enriching information. By integrating with Microsoft Fabric, your data is positioned to leverage advanced data science capabilities as they emerge, future-proofing your analytics investment. What deployment options does Zap provide? Zap Data Hub is cloud-only, delivered as a fully managed platform. There is no infrastructure for you to install, patch or maintain. It connects securely to your data wherever it lives, in the cloud or on-premises, so your existing data sources stay where they are while Zap runs in the cloud. What resources does Zap offer to help our team get up to speed? Zap offers comprehensive enablement resources including role-specific in-app videos, AI assistance, contextual documentation, weekly AMAs and an in-app training platform. One-on-one mentoring is also available on request. Visit our In-app Education page for more details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Dynamics NAV Reporting & Analytics, Automated | Zap URL: https://www.zapbi.com/solutions/dynamics-nav/ Automated reporting and analytics for Dynamics NAV: a governed warehouse feeding Excel, Power BI and Zap Analytics, on pre-built models. Solution · Dynamics NAV ## Zap Data Hub for Dynamics NAV Data you can trust → decisions made simple Zap powers your favorite tools with an Excel add-in, web-based reporting, and deep Power BI integration. Work with live Dynamics NAV data, not exports: save time, eliminate errors, and trust your numbers. Under the hood, Zap automates your data warehouse, transforming scattered data into a single source of truth ready for AI. Achieve rapid results with pre-built data models backed by thousands of embedded expert hours. Book a Demo See Pricing ★ 4.3 on G2 from 46 reviews See it on your own Dynamics NAV data. Book a 20-minute demo with someone who works with Dynamics NAV every day. Book a Demo ### Only a data warehouse structurally enforces data quality and scales for trusted BI. Powering global businesses with automated ERP data warehouses for over 15 years Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Capabilities ### What Zap delivers for Dynamics NAV ##### Governed semantic layer with prebuilt model. ##### Combine systems — CRM, e-commerce, WMS, even cross-ERP. ##### Capture aging trends and as-of snapshots with warehouse history. ##### Gold-medallion, customizable star schemas in hours — not months. ##### Up to 80% cheaper & 5x faster vs Fabric/Synapse with Azure SQL ELT. Why Zap ### The Zap difference Reporting powered by an analytics engine. Analytics powered by automated data warehousing. Data warehouse automation: trust, flexibility, and performance that can't be matched. 20+ hours saved on every financial close 1 billion rows processed in minutes, not hours 1000's of hours of embedded expertise Across the platform ### Let us help you find what you're looking for. ##### Excel add-in Finance power with enterprise data governance. - Live ERP data in Excel, refresh in minutes - Design smart pivots: preserved formatting, native date intelligence - Trust every number: duplicate-proof consolidation, integrate non-ERP data Learn more ##### Web reporting & analytics No-code financial reporting and BI dashboards. - Excel-style grids, version-tracked - Pre-built visuals, easily customized and ready for mobile - PDF report pack, scheduled and conditional delivery Learn more ##### Power BI integration Power BI with a synchronized automated data warehouse. - Duplicate-proof architecture: enterprise data demands enforced keys - Dual acceleration: 5x faster refreshes, star-schema optimized queries - ERP-specific intelligence: pre-built models with native ERP transforms Learn more ##### Data warehouse automation Automated single source of truth for all your business data. - ERP automation: detect structure and metadata automatically - Pre-built data models: thousands of expert hours embedded - Low-code ELT pipelines: Azure or Fabric hosted Learn more Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch Proof ### Dynamics NAV success stories. Smiffy's #### Seamless Data Unification Read View all success stories Getting started ### Getting started is easy. Step 01 #### Connect Your Data Built-in connectors to Dynamics NAV. Step 02 #### Deploy Pre-Built Data Models and Analytics Save hours with out-of-the-box data models tailored for Dynamics NAV. Step 03 #### Visualize and Customize Tailor reports, analytics and data pipelines to your needs. We're here to help every step of the way with in-app training, dedicated support, and a global team committed to your data transformation. Get started ### See Zap on your Dynamics NAV data One email is all it takes. We'll line up a walkthrough on your own Dynamics NAV data, and loop in your Dynamics NAV partner when you're ready. FAQ ### FAQs Why isn't Dynamics NAV's built-in reporting enough, and why do I need a data warehouse? While Dynamics NAV provides standard financial reporting, finance teams quickly encounter limitations with formatting options, trailing periods, complex calculations and more, especially when data spans multiple modules or companies. A Zap automated data warehouse centralizes your business data with NAV at its core, creating a single source of truth. This delivers trustworthy numbers through rigorous data governance while giving you the freedom to use your preferred tools, Excel, Power BI or Zap Analytics, all with high performance enabled through Zap's modern architecture. Is Dynamics NAV being retired, and what does that mean for my data? Yes. Microsoft Dynamics NAV has reached the end of mainstream support and is in extended support, with all versions scheduled to be fully retired over the next few years. This means no new features will be released, and security updates will only be provided until your version's extended support end date. With Zap Data Hub, your NAV history doesn't disappear when NAV does. Zap automates the creation of a governed data warehouse that securely stores and preserves all your historical NAV data, even after you migrate to Business Central or another ERP. This ensures you maintain a complete, auditable record for reporting, compliance and analysis, long after NAV is no longer supported. How does Zap reduce financial close time? Zap accelerates financial close by automating data extraction and transformation while eliminating manual exports. The centralized data warehouse makes reconciliation faster with immediate visibility into variances, and drill-through capabilities let teams trace from summary to transaction detail in seconds. This automation shortens the close and cuts the manual rework, freeing finance teams for strategic analysis. How does Zap enable financial consolidation? Zap centralizes financial data from all entities, even across different ERP systems, applying currency conversion at the transaction level using your specified exchange rates. A unified data model supports and automates identification of intercompany transactions, enabling finance teams to match and reconcile in a single environment. Both pre- and post-elimination views are maintained for audit purposes. How does Zap ensure data security and compliance? Zap safeguards your data with a robust, enterprise-grade security framework across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification, covering our information security management system and operating controls. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. For detailed security information, visit our Cloud Security page. How quickly can we implement and see results? Zap's pre-built data models incorporate thousands of development hours, ensuring you get it right the first time. Most customers see initial insights within days, not months. While Zap can be self-implemented, we recommend a starter implementation package of just 15 hours, combining expert setup with hands-on mentoring to maximize your return on investment. What will Zap cost me? Simply pick your plan, then add users and data to suit. No ceilings, no charge for connections, no charge for multi-company data sources. Visit our Dynamics NAV Pricing page for detailed information and pricing options. How does Zap leverage AI or data science to future-proof my data journey? Zap's powerful transformation engine can leverage AI models to transform data, automatically categorizing transactions, validating data quality and enriching information. By integrating with Microsoft Fabric, your data is positioned to leverage advanced data science capabilities as they emerge, future-proofing your analytics investment. What deployment options does Zap provide? Zap Data Hub is cloud-only, delivered as a fully managed platform. There is no infrastructure for you to install, patch or maintain. It connects securely to your data wherever it lives, in the cloud or on-premises, so your existing data sources stay where they are while Zap runs in the cloud. What resources does Zap offer to help our team get up to speed? Zap offers comprehensive enablement resources including role-specific in-app videos, AI assistance, contextual documentation, weekly AMAs and an in-app training platform. One-on-one mentoring is also available on request. Visit our In-app Education page for more details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage 100 Reporting & Analytics | Sage Data & Analytics URL: https://www.zapbi.com/solutions/sage-100/ Automated sales and financial reporting for Sage 100, on a governed data warehouse. Sage Data & Analytics, powered by Zap. Solution · Sage 100 ## Sage Data & Analytics for Sage 100 Data you can trust → decisions made simple SD&A powers your favorite tools with an Excel add-in, web-based reporting, and deep Power BI integration. Work with live Sage 100 data, not exports: save time, eliminate errors, and trust your numbers. Under the hood, SD&A automates your data warehouse, transforming scattered data into a single source of truth ready for AI. Achieve rapid results with pre-built data models backed by thousands of embedded expert hours. Book a Demo See Pricing ★ 4.3 on G2 from 46 reviews See it on your own Sage 100 data. Book a 20-minute demo with someone who works with Sage 100 every day. Book a Demo ### Only a data warehouse structurally enforces data quality and scales for trusted BI. Powering global businesses with automated ERP data warehouses for over 15 years Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Capabilities ### What SD&A delivers for Sage 100 ##### Blistering reporting and analytics from one source of truth. ##### Combine systems — CRM, e-commerce, WMS, even cross-ERP. ##### Capture aging trends and as-of snapshots with warehouse history. ##### Optimized for ProvideX/SQL connections — up to 5× faster data refresh. ##### One-click to combine company databases and model custom fields. Why SD&A ### The SD&A difference Reporting powered by an analytics engine. Analytics powered by automated data warehousing. Data warehouse automation: trust, flexibility, and performance that can't be matched. 20+ hours saved on every financial close 1 billion rows processed in minutes, not hours 1000's of hours of embedded expertise Across the platform ### Let us help you find what you're looking for. ##### Excel add-in Finance power with enterprise data governance. - Live ERP data in Excel, refresh in minutes - Design smart pivots: preserved formatting, native date intelligence - Trust every number: duplicate-proof consolidation, integrate non-ERP data Learn more ##### Web reporting & analytics No-code financial reporting and BI dashboards. - Excel-style grids, version-tracked - Pre-built visuals, easily customized and ready for mobile - PDF report pack, scheduled and conditional delivery Learn more ##### Power BI integration Power BI with a synchronized automated data warehouse. - Duplicate-proof architecture: enterprise data demands enforced keys - Dual acceleration: 5x faster refreshes, star-schema optimized queries - ERP-specific intelligence: pre-built models with native ERP transforms Learn more ##### Data warehouse automation Automated single source of truth for all your business data. - ERP automation: detect structure and metadata automatically - Pre-built data models: thousands of expert hours embedded - Low-code ELT pipelines: Azure or Fabric hosted Learn more Ready to simplify your data? Book a demo and see what SD&A can do. Get In Touch Proof ### Sage 100 success stories. QualiTru Sampling Systems #### Bringing Quality Control to Data Read View all success stories Getting started ### Getting started is easy. Step 01 #### Connect Your Data Compatible with Microsoft SQL Server databases. Step 02 #### Deploy Pre-Built Data Models and Analytics Save hours with out-of-the-box data models tailored for Sage 100. Step 03 #### Visualize and Customize Tailor reports, analytics and data pipelines to your needs. We're here to help every step of the way with in-app training, dedicated support, and a global team committed to your data transformation. Get started ### See SD&A on your Sage 100 data One email is all it takes. We'll line up a walkthrough on your own Sage 100 data, and loop in your Sage 100 partner when you're ready. FAQ ### FAQs Why isn't Sage 100's built-in reporting enough, and why do I need a data warehouse? While Sage 100's Business Insights provides standard financial reporting, finance teams quickly encounter limitations with formatting options, inflexible trailing periods, complex calculations and more, especially when data spans multiple modules or companies. An SD&A automated data warehouse centralizes your business data with Sage 100 at its core, creating a single source of truth. This delivers trustworthy numbers through rigorous data governance while giving you the freedom to use your preferred tools, Excel, Power BI or Zap Analytics, all with blistering performance enabled through SD&A's modern architecture. How does SD&A connect with and access data from Sage 100? SD&A automatically combines company databases and provides seamless connectivity to both ProvideX and Microsoft SQL Server installations. Our integration preserves all standard entities, user-defined fields (UDFs), and user-defined tables (UDTs) while optimizing refresh performance. Ultimately, SD&A transforms complex Sage 100 data into accessible insights without requiring specialized technical knowledge. How does SD&A reduce financial close time? SD&A accelerates financial close by automating data extraction and transformation while eliminating manual exports. The centralized data warehouse makes reconciliation faster with immediate visibility into variances, and drill-through capabilities let teams trace from summary to transaction detail in seconds. This automation shortens the close and cuts the manual rework, freeing finance teams for strategic analysis. How does SD&A enable financial consolidation? SD&A centralizes financial data from all entities, even across different ERP systems, applying currency conversion at the transaction level using your specified exchange rates. A unified data model supports and automates identification of intercompany transactions, enabling finance teams to match and reconcile in a single environment. Both pre- and post-elimination views are maintained for audit purposes. How does SD&A ensure data security and compliance? SD&A safeguards your data with a robust, enterprise-grade security framework across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification, covering the information security management system and operating controls behind SD&A. SD&A runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. For detailed security information, visit our Cloud Security page. How quickly can we implement and see results? SD&A's pre-built data models incorporate thousands of development hours, ensuring you get it right the first time. Most customers see initial insights within days, not months. While SD&A can be self-implemented, we recommend a starter implementation package of just 15 hours, combining expert setup with hands-on mentoring to maximize your return on investment. What will SD&A cost me? Simply pick your plan, then add users and data to suit. No ceilings, no charge for connections, no charge for multi-company data sources. Visit our Sage 100 Pricing page for detailed information and pricing options. How does SD&A leverage AI or data science to future-proof my data journey? SD&A's powerful transformation engine can leverage AI models to transform data, automatically categorizing transactions, validating data quality and enriching information. By integrating with Microsoft Fabric, your data is positioned to leverage advanced data science capabilities as they emerge, future-proofing your analytics investment. What deployment options does SD&A provide? Sage Data & Analytics is cloud-only, delivered as a fully managed platform. There is no infrastructure for you to install, patch or maintain. It connects securely to your data wherever it lives, in the cloud or on-premises, so your existing data sources stay where they are while SD&A runs in the cloud. What resources does SD&A offer to help our team get up to speed? SD&A offers comprehensive enablement resources including role-specific in-app videos, AI assistance, contextual documentation, weekly AMAs and an in-app training platform. One-on-one mentoring is also available on request. Visit our In-app Education page for more details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage 300 Reporting & Analytics | Sage Data & Analytics URL: https://www.zapbi.com/solutions/sage-300/ Automated sales and financial reporting for Sage 300, on a governed data warehouse. Sage Data & Analytics, powered by Zap. Solution · Sage 300 ## Sage Data & Analytics for Sage 300 Data you can trust → decisions made simple SD&A powers your favorite tools with an Excel add-in, web-based reporting, and deep Power BI integration. Work with live Sage 300 data, not exports: save time, eliminate errors, and trust your numbers. Under the hood, SD&A automates your data warehouse, transforming scattered data into a single source of truth ready for AI. Achieve rapid results with pre-built data models backed by thousands of embedded expert hours. Book a Demo See Pricing ★ 4.3 on G2 from 46 reviews See it on your own Sage 300 data. Book a 20-minute demo with someone who works with Sage 300 every day. Book a Demo ### Only a data warehouse structurally enforces data quality and scales for trusted BI. Powering global businesses with automated ERP data warehouses for over 15 years Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Capabilities ### What SD&A delivers for Sage 300 ##### Blistering reporting and analytics from one source of truth. ##### Combine systems — CRM, e-commerce, WMS, even cross-ERP. ##### Capture aging trends and as-of snapshots with warehouse history. ##### Up to 5x faster data refresh with proprietary incremental. ##### One-click to combine company databases and model optional fields. Why SD&A ### The SD&A difference Reporting powered by an analytics engine. Analytics powered by automated data warehousing. Data warehouse automation: trust, flexibility, and performance that can't be matched. 20+ hours saved on every financial close 1 billion rows processed in minutes, not hours 1000's of hours of embedded expertise Across the platform ### Let us help you find what you're looking for. ##### Excel add-in Finance power with enterprise data governance. - Live ERP data in Excel, refresh in minutes - Design smart pivots: preserved formatting, native date intelligence - Trust every number: duplicate-proof consolidation, integrate non-ERP data Learn more ##### Web reporting & analytics No-code financial reporting and BI dashboards. - Excel-style grids, version-tracked - Pre-built visuals, easily customized and ready for mobile - PDF report pack, scheduled and conditional delivery Learn more ##### Power BI integration Power BI with a synchronized automated data warehouse. - Duplicate-proof architecture: enterprise data demands enforced keys - Dual acceleration: 5x faster refreshes, star-schema optimized queries - ERP-specific intelligence: pre-built models with native ERP transforms Learn more ##### Data warehouse automation Automated single source of truth for all your business data. - ERP automation: detect structure and metadata automatically - Pre-built data models: thousands of expert hours embedded - Low-code ELT pipelines: Azure or Fabric hosted Learn more Ready to simplify your data? Book a demo and see what SD&A can do. Get In Touch Proof ### Sage 300 success stories. AML Foods #### Smarter Insights, Stronger Business Read Reddrop Group #### A Fresh Take On Produce Read View all success stories Getting started ### Getting started is easy. Step 01 #### Connect Your Data Compatible with Microsoft SQL Server databases. Step 02 #### Deploy Pre-Built Data Models and Analytics Save hours with out-of-the-box data models tailored for Sage 300. Step 03 #### Visualize and Customize Tailor reports, analytics and data pipelines to your needs. We're here to help every step of the way with in-app training, dedicated support, and a global team committed to your data transformation. Get started ### See SD&A on your Sage 300 data One email is all it takes. We'll line up a walkthrough on your own Sage 300 data, and loop in your Sage 300 partner when you're ready. FAQ ### FAQs Why isn't Sage 300's built-in reporting enough, and why do I need a data warehouse? While Sage 300's Crystal Reports and Sage Intelligence provide standard financial reporting, finance teams quickly encounter limitations with formatting options, inflexible trailing periods, complex calculations and more, especially when data spans multiple modules or companies. An SD&A automated data warehouse centralizes your business data with Sage 300 at its core, creating a single source of truth. This delivers trustworthy numbers through rigorous data governance while giving you the freedom to use your preferred tools, Excel, Power BI or Zap Analytics, all with blistering performance enabled through SD&A's modern architecture. How does SD&A connect with and access data from Sage 300? SD&A automatically combines company databases and provides seamless connectivity to Microsoft SQL Server installations. Our integration preserves all standard entities and Optional Fields while optimizing refresh performance. Ultimately, SD&A transforms complex Sage 300 data into accessible insights without requiring specialized technical knowledge. How does SD&A reduce financial close time? SD&A accelerates financial close by automating data extraction and transformation while eliminating manual exports. The centralized data warehouse makes reconciliation faster with immediate visibility into variances, and drill-through capabilities let teams trace from summary to transaction detail in seconds. This automation shortens the close and cuts the manual rework, freeing finance teams for strategic analysis. How does SD&A enable financial consolidation? SD&A centralizes financial data from all entities, even across different ERP systems, applying currency conversion at the transaction level using your specified exchange rates. A unified data model supports and automates identification of intercompany transactions, enabling finance teams to match and reconcile in a single environment. Both pre- and post-elimination views are maintained for audit purposes. How does SD&A ensure data security and compliance? SD&A safeguards your data with a robust, enterprise-grade security framework across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification, covering the information security management system and operating controls behind SD&A. SD&A runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. For detailed security information, visit our Cloud Security page. How quickly can we implement and see results? SD&A's pre-built data models incorporate thousands of development hours, ensuring you get it right the first time. Most customers see initial insights within days, not months. While SD&A can be self-implemented, we recommend a starter implementation package of just 15 hours, combining expert setup with hands-on mentoring to maximize your return on investment. What will SD&A cost me? Simply pick your plan, then add users and data to suit. No ceilings, no charge for connections, no charge for multi-company data sources. Visit our Sage 300 Pricing page for detailed information and pricing options. How does SD&A leverage AI or data science to future-proof my data journey? SD&A's powerful transformation engine can leverage AI models to transform data, automatically categorizing transactions, validating data quality and enriching information. By integrating with Microsoft Fabric, your data is positioned to leverage advanced data science capabilities as they emerge, future-proofing your analytics investment. What deployment options does SD&A provide? Sage Data & Analytics is cloud-only, delivered as a fully managed platform. There is no infrastructure for you to install, patch or maintain. It connects securely to your data wherever it lives, in the cloud or on-premises, so your existing data sources stay where they are while SD&A runs in the cloud. What resources does SD&A offer to help our team get up to speed? SD&A offers comprehensive enablement resources including role-specific in-app videos, AI assistance, contextual documentation, weekly AMAs and an in-app training platform. One-on-one mentoring is also available on request. Visit our In-app Education page for more details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage Intacct Reporting & Analytics, Automated | Zap URL: https://www.zapbi.com/solutions/sage-intacct/ Connect Sage Intacct to Power BI, Excel and web reporting on a governed warehouse. Live data, not exports, with pre-built models. Solution · Sage Intacct ## Zap Data Hub for Sage Intacct Data you can trust → decisions made simple Zap powers your favorite tools with an Excel add-in, web-based reporting, and deep Power BI integration. Work with live Intacct data, not exports: save time, eliminate errors, and trust your numbers. Under the hood, Zap automates your data warehouse, transforming scattered data into a single source of truth ready for AI. Achieve rapid results with pre-built data models backed by thousands of embedded expert hours. Book a Demo See Pricing ★ 4.3 on G2 from 46 reviews See it on your own Sage Intacct data. Book a 20-minute demo with someone who works with Sage Intacct every day. Book a Demo ### Only a data warehouse structurally enforces data quality and scales for trusted BI. Powering global businesses with automated ERP data warehouses for over 15 years Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Capabilities ### What Zap delivers for Sage Intacct ##### Give Power BI the warehouse it demands — just ask Microsoft. ##### Combine systems — CRM, e-commerce, WMS, even cross-ERP. ##### Capture aging trends and as-of snapshots with warehouse history. ##### Optimized for Intacct API throttling — avoids daily DDS limits. ##### Up to 5x faster data refresh with proprietary incremental. Why Zap ### The Zap difference Reporting powered by an analytics engine. Analytics powered by automated data warehousing. Data warehouse automation: trust, flexibility, and performance that can't be matched. 20+ hours saved on every financial close 1 billion rows processed in minutes, not hours 1000's of hours of embedded expertise Across the platform ### Let us help you find what you're looking for. ##### Excel add-in Finance power with enterprise data governance. - Live ERP data in Excel, refresh in minutes - Design smart pivots: preserved formatting, native date intelligence - Trust every number: duplicate-proof consolidation, integrate non-ERP data Learn more ##### Web reporting & analytics No-code financial reporting and BI dashboards. - Excel-style grids, version-tracked - Pre-built visuals, easily customized and ready for mobile - PDF report pack, scheduled and conditional delivery Learn more ##### Power BI integration Power BI with a synchronized automated data warehouse. - Duplicate-proof architecture: enterprise data demands enforced keys - Dual acceleration: 5x faster refreshes, star-schema optimized queries - ERP-specific intelligence: pre-built models with native ERP transforms Learn more ##### Data warehouse automation Automated single source of truth for all your business data. - ERP automation: detect structure and metadata automatically - Pre-built data models: thousands of expert hours embedded - Low-code ELT pipelines: Azure or Fabric hosted Learn more Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch Getting started ### Getting started is easy. Step 01 #### Connect Your Data Native cloud connection for financial and operational data. Step 02 #### Deploy Pre-Built Data Models and Analytics Save hours with out-of-the-box data models tailored for Sage Intacct. Step 03 #### Visualize and Customize Tailor reports, analytics and data pipelines to your needs. We're here to help every step of the way with in-app training, dedicated support, and a global team committed to your data transformation. Get started ### See Zap on your Sage Intacct data One email is all it takes. We'll line up a walkthrough on your own Sage Intacct data, and loop in your Sage Intacct partner when you're ready. FAQ ### FAQs Why isn't Sage Intacct's built-in reporting enough, and why do I need a data warehouse? While Sage Intacct's Interactive Custom Report Writer provides standard financial reporting, finance teams quickly encounter limitations with formatting options, inflexible trailing periods, complex calculations and more, especially when data spans multiple modules or entities. A Zap automated data warehouse centralizes your business data with Sage Intacct at its core, creating a single source of truth. This delivers trustworthy numbers through rigorous data governance while giving you the freedom to use your preferred tools, Excel, Power BI or Zap Analytics, all with blistering performance enabled through Zap's modern architecture. How does Zap connect with and access data from Sage Intacct? Zap's smart API management substantially reduces API usage, optimizing performance while potentially offsetting a significant portion of your investment. Our integration preserves all standard entities and custom fields while optimizing refresh performance. Ultimately, Zap transforms complex Intacct data into accessible insights without requiring specialized technical knowledge. How does Zap reduce financial close time? Zap accelerates financial close by automating data extraction and transformation while eliminating manual exports. The centralized data warehouse makes reconciliation faster with immediate visibility into variances, and drill-through capabilities let teams trace from summary to transaction detail in seconds. This automation shortens the close and cuts the manual rework, freeing finance teams for strategic analysis. How does Zap enable financial consolidation? Zap centralizes financial data from all entities, even across different ERP systems, applying currency conversion at the transaction level using your specified exchange rates. A unified data model supports and automates identification of intercompany transactions, enabling finance teams to match and reconcile in a single environment. Both pre- and post-elimination views are maintained for audit purposes. How does Zap ensure data security and compliance? Zap safeguards your data with a robust, enterprise-grade security framework across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification, covering our information security management system and operating controls. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. For detailed security information, visit our Cloud Security page. How quickly can we implement and see results? Zap's pre-built data models incorporate thousands of development hours, ensuring you get it right the first time. Most customers see initial insights within days, not months. While Zap can be self-implemented, we recommend a starter implementation package of just 15 hours, combining expert setup with hands-on mentoring to maximize your return on investment. What will Zap cost me? Simply pick your plan, then add users and data to suit. No ceilings, no charge for connections, no charge for multi-company data sources. Visit our Sage Intacct Pricing page for detailed information and pricing options. How does Zap leverage AI or data science to future-proof my data journey? Zap's powerful transformation engine can leverage AI models to transform data, automatically categorizing transactions, validating data quality and enriching information. By integrating with Microsoft Fabric, your data is positioned to leverage advanced data science capabilities as they emerge, future-proofing your analytics investment. What deployment options does Zap provide? Zap Data Hub is cloud-only, delivered as a fully managed platform. There is no infrastructure for you to install, patch or maintain. It connects securely to your data wherever it lives, in the cloud or on-premises, so your existing data sources stay where they are while Zap runs in the cloud. What resources does Zap offer to help our team get up to speed? Zap offers comprehensive enablement resources including role-specific in-app videos, AI assistance, contextual documentation, weekly AMAs and an in-app training platform. One-on-one mentoring is also available on request. Visit our In-app Education page for more details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage X3 Reporting & Analytics | Sage Data & Analytics URL: https://www.zapbi.com/solutions/sage-x3/ Automated reporting and compliance analytics for Sage X3, on a governed data warehouse. Sage Data & Analytics, powered by Zap. Solution · Sage X3 ## Sage Data & Analytics for Sage X3 Data you can trust → decisions made simple SD&A powers your favorite tools with an Excel add-in, web-based reporting, and deep Power BI integration. Work with live Sage X3 data, not exports: save time, eliminate errors, and trust your numbers. Under the hood, SD&A automates your data warehouse, transforming scattered data into a single source of truth ready for AI. Achieve rapid results with pre-built data models backed by thousands of embedded expert hours. Book a Demo See Pricing ★ 4.3 on G2 from 46 reviews See it on your own Sage X3 data. Book a 20-minute demo with someone who works with Sage X3 every day. Book a Demo ### Only a data warehouse structurally enforces data quality and scales for trusted BI. Powering global businesses with automated ERP data warehouses for over 15 years Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Capabilities ### What SD&A delivers for Sage X3 ##### Blistering reporting and analytics from one source of truth. ##### Combine systems — CRM, e-commerce, WMS, even cross-ERP. ##### Capture aging trends and as-of snapshots with warehouse history. ##### Account pyramids, dimensions, and custom fields — automated. ##### Up to 5x faster data refresh with proprietary incremental. Why SD&A ### The SD&A difference Reporting powered by an analytics engine. Analytics powered by automated data warehousing. Data warehouse automation: trust, flexibility, and performance that can't be matched. 20+ hours saved on every financial close 1 billion rows processed in minutes, not hours 1000's of hours of embedded expertise Across the platform ### Let us help you find what you're looking for. ##### Excel add-in Finance power with enterprise data governance. - Live ERP data in Excel, refresh in minutes - Design smart pivots: preserved formatting, native date intelligence - Trust every number: duplicate-proof consolidation, integrate non-ERP data Learn more ##### Web reporting & analytics No-code financial reporting and BI dashboards. - Excel-style grids, version-tracked - Pre-built visuals, easily customized and ready for mobile - PDF report pack, scheduled and conditional delivery Learn more ##### Power BI integration Power BI with a synchronized automated data warehouse. - Duplicate-proof architecture: enterprise data demands enforced keys - Dual acceleration: 5x faster refreshes, star-schema optimized queries - ERP-specific intelligence: pre-built models with native ERP transforms Learn more ##### Data warehouse automation Automated single source of truth for all your business data. - ERP automation: detect structure and metadata automatically - Pre-built data models: thousands of expert hours embedded - Low-code ELT pipelines: Azure or Fabric hosted Learn more Ready to simplify your data? Book a demo and see what SD&A can do. Get In Touch Proof ### Sage X3 success stories. Kookaburra Sport #### A Game Plan for Better Reporting Read Staysure Insurance #### Cruising Towards Financial Efficiency Read View all success stories Getting started ### Getting started is easy. Step 01 #### Connect Your Data Compatible with Microsoft SQL Server and Oracle databases. Step 02 #### Deploy Pre-Built Data Models and Analytics Save hours with out-of-the-box data models tailored for Sage X3. Step 03 #### Visualize and Customize Tailor reports, analytics and data pipelines to your needs. We're here to help every step of the way with in-app training, dedicated support, and a global team committed to your data transformation. Get started ### See SD&A on your Sage X3 data One email is all it takes. We'll line up a walkthrough on your own Sage X3 data, and loop in your Sage X3 partner when you're ready. FAQ ### FAQs Why isn't Sage X3's built-in reporting enough, and why do I need a data warehouse? While Sage X3's Crystal Reports provides standard financial reporting, finance teams quickly encounter limitations with formatting options, dimension pivoting, account pyramids and more, especially when data spans multiple systems or needs custom calculations. An SD&A automated data warehouse centralizes your business data with Sage X3 at its core, creating a single source of truth. This delivers trustworthy numbers through rigorous data governance while giving you the freedom to use your preferred tools, Excel, Power BI or Zap Analytics, all with blistering performance enabled through SD&A's modern architecture. How does SD&A connect with and access data from Sage X3? SD&A automatically detects relationships, dimensions, and account pyramids within Sage X3, supporting both Microsoft SQL Server and Oracle databases. Our integration preserves all standard entities and custom fields while optimizing refresh performance. Ultimately, SD&A transforms complex X3 data into accessible insights without requiring specialized technical knowledge. How does SD&A reduce financial close time? SD&A accelerates financial close by automating data extraction and transformation while eliminating manual exports. The centralized data warehouse makes reconciliation faster with immediate visibility into variances, and drill-through capabilities let teams trace from summary to transaction detail in seconds. This automation shortens the close and cuts the manual rework, freeing finance teams for strategic analysis. How does SD&A enable financial consolidation? SD&A centralizes financial data from all entities, even across different ERP systems, applying currency conversion at the transaction level using your specified exchange rates. A unified data model supports and automates identification of intercompany transactions, enabling finance teams to match and reconcile in a single environment. Both pre- and post-elimination views are maintained for audit purposes. How does SD&A ensure data security and compliance? SD&A safeguards your data with a robust, enterprise-grade security framework across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification, covering the information security management system and operating controls behind SD&A. SD&A runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. For detailed security information, visit our Cloud Security page. How quickly can we implement and see results? SD&A's pre-built data models incorporate thousands of development hours, ensuring you get it right the first time. Most customers see initial insights within days, not months. While SD&A can be self-implemented, we recommend a starter implementation package of just 15 hours, combining expert setup with hands-on mentoring to maximize your return on investment. What will SD&A cost me? Simply pick your plan, then add users and data to suit. No ceilings, no charge for connections, no charge for multi-company data sources. Visit our Sage X3 Pricing page for detailed information and pricing options. How does SD&A leverage AI or data science to future-proof my data journey? SD&A's powerful transformation engine can leverage AI models to transform data, automatically categorizing transactions, validating data quality and enriching information. By integrating with Microsoft Fabric, your data is positioned to leverage advanced data science capabilities as they emerge, future-proofing your analytics investment. What deployment options does SD&A provide? Sage Data & Analytics is cloud-only, delivered as a fully managed platform. There is no infrastructure for you to install, patch or maintain. It connects securely to your data wherever it lives, in the cloud or on-premises, so your existing data sources stay where they are while SD&A runs in the cloud. What resources does SD&A offer to help our team get up to speed? SD&A offers comprehensive enablement resources including role-specific in-app videos, AI assistance, contextual documentation, weekly AMAs and an in-app training platform. One-on-one mentoring is also available on request. Visit our In-app Education page for more details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # SAP Business One Reporting & Analytics, Automated | Zap URL: https://www.zapbi.com/solutions/sap-business-one/ SAP Business One reporting and Power BI integration on a governed data warehouse, with pre-built models. Live in days, not months. Solution · SAP B1 ## Zap Data Hub for SAP B1 Data you can trust → decisions made simple Zap powers your favorite tools with an Excel add-in, web-based reporting, and deep Power BI integration. Work with live SAP B1 data, not exports: save time, eliminate errors, and trust your numbers. Under the hood, Zap automates your data warehouse, transforming scattered data into a single source of truth ready for AI. Achieve rapid results with pre-built data models backed by thousands of embedded expert hours. Start Self-Service Trial See Pricing ★ 4.3 on G2 from 46 reviews Free 14-day self-service trial. Sign up, connect your SAP Business One data, and you're in. No call required. We can loop in your partner whenever you're ready. Start Self-Service Trial ### Only a data warehouse structurally enforces data quality and scales for trusted BI. Powering global businesses with automated ERP data warehouses for over 15 years Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Capabilities ### What Zap delivers for SAP B1 ##### Give Power BI the warehouse it demands - just ask Microsoft. ##### Combine systems - CRM, e-commerce, WMS, even cross-ERP. ##### Capture aging trends and as-of snapshots with warehouse history. ##### One-click to combine company databases and model UDFs. ##### Up to 5x faster data refresh with proprietary incremental. Why Zap ### The Zap difference Reporting powered by an analytics engine. Analytics powered by automated data warehousing. Data warehouse automation: trust, flexibility, and performance that can't be matched. 20+ hours saved on every financial close 1 billion rows processed in minutes, not hours 1000's of hours of embedded expertise Across the platform ### Let us help you find what you're looking for. ##### Excel add-in Finance power with enterprise data governance. - Live ERP data in Excel, refresh in minutes - Design smart pivots: preserved formatting, native date intelligence - Trust every number: duplicate-proof consolidation, integrate non-ERP data Learn more ##### Web reporting & analytics No-code financial reporting and BI dashboards. - Excel-style grids, version-tracked - Pre-built visuals, easily customized and ready for mobile - PDF report pack, scheduled and conditional delivery Learn more ##### Power BI integration Power BI with a synchronized automated data warehouse. - Duplicate-proof architecture: enterprise data demands enforced keys - Dual acceleration: 5x faster refreshes, star-schema optimized queries - ERP-specific intelligence: pre-built models with native ERP transforms Learn more ##### Data warehouse automation Automated single source of truth for all your business data. - ERP automation: detect structure and metadata automatically - Pre-built data models: thousands of expert hours embedded - Low-code ELT pipelines: Azure or Fabric hosted Learn more Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch Proof ### SAP B1 success stories. Beavertown Brewery #### From Grains to Gains in Data Read View all success stories Getting started ### Getting started is easy. Step 01 #### Connect Your Data Compatible with HANA and Microsoft SQL. Step 02 #### Deploy Pre-Built Data Models and Analytics Save hours with out-of-the-box data models tailored for SAP B1. Step 03 #### Visualize and Customize Tailor reports, analytics and data pipelines to your needs. We're here to help every step of the way with in-app training, dedicated support, and a global team committed to your data transformation. Get started ### See Zap on your SAP B1 data One email is all it takes. We'll line up a walkthrough on your own SAP Business One data, and loop in your SAP Business One partner when you're ready. FAQ ### FAQs Why isn't SAP Business One's built-in reporting enough, and why do I need a data warehouse? While SAP Business One's Crystal Reports provides standard financial reporting, finance teams quickly encounter limitations with complex calculations, cross-company reporting and arcane table structures, especially when consolidating multiple company databases. A Zap automated data warehouse centralizes your business data with SAP Business One at its core, creating a single source of truth. This delivers trustworthy numbers through rigorous data governance, while giving you the freedom to use your preferred tools, Excel, Power BI or Zap Analytics, all with blistering performance enabled through Zap's modern architecture. How does Zap connect with and access data from SAP Business One? Zap automatically combines company databases and translates arcane SAP B1 table and column names, compatible with both HANA and Microsoft SQL. Our integration preserves all standard entities and user-defined fields (UDFs) while optimizing refresh performance. Ultimately, Zap transforms complex SAP B1 data into accessible insights without requiring specialized technical knowledge. How does Zap reduce financial close time? Zap accelerates financial close by automating data extraction and transformation while eliminating manual exports. The centralized data warehouse makes reconciliation faster with immediate visibility into variances, and drill-through capabilities let teams trace from summary to transaction detail in seconds. This automation shortens the close and cuts the manual rework, freeing finance teams for strategic analysis. How does Zap enable financial consolidation? Zap centralizes financial data from all entities, even across different ERP systems, applying currency conversion at the transaction level using your specified exchange rates. A unified data model supports and automates identification of intercompany transactions, enabling finance teams to match and reconcile in a single environment. Both pre- and post-elimination views are maintained for audit purposes. How does Zap ensure data security and compliance? Zap safeguards your data with a robust, enterprise-grade security framework across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification, covering our information security management system and operating controls. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. For detailed security information, visit our Cloud Security page. How quickly can we implement and see results? Zap's pre-built data models incorporate thousands of development hours, ensuring you get it right the first time. Most customers see initial insights within days, not months. While Zap can be self-implemented, we recommend a starter implementation package of just 15 hours, combining expert setup with hands-on mentoring to maximize your return on investment. What will Zap cost me? Simply pick your plan, then add users and data to suit. No ceilings, no charge for connections, no charge for multi-company data sources. Visit our SAP Business One Pricing page for detailed information and pricing options. How does Zap leverage AI or data science to future-proof my data journey? Zap's powerful transformation engine can leverage AI models to transform data, automatically categorizing transactions, validating data quality and enriching information. By integrating with Microsoft Fabric, your data is positioned to leverage advanced data science capabilities as they emerge, future-proofing your analytics investment. What deployment options does Zap provide? Zap Data Hub is cloud-only, delivered as a fully managed platform. There is no infrastructure for you to install, patch or maintain. It connects securely to your data wherever it lives, in the cloud or on-premises, so your existing data sources stay where they are while Zap runs in the cloud. What resources does Zap offer to help our team get up to speed? Zap offers comprehensive enablement resources including role-specific in-app videos, AI assistance, contextual documentation, weekly AMAs and an in-app training platform. One-on-one mentoring is also available on request. Visit our In-app Education page for more details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Syspro Reporting & Analytics, Automated | Zap URL: https://www.zapbi.com/solutions/syspro/ Automated sales and financial reporting for Syspro, on a governed data warehouse feeding Excel, Power BI and Zap Analytics. Solution · Syspro ## Zap Data Hub for Syspro Data you can trust → decisions made simple Zap powers your favorite tools with an Excel add-in, web-based reporting, and deep Power BI integration. Work with live Syspro data, not exports: save time, eliminate errors, and trust your numbers. Under the hood, Zap automates your data warehouse, transforming scattered data into a single source of truth ready for AI. Achieve rapid results with pre-built data models backed by thousands of embedded expert hours. Book a Demo See Pricing ★ 4.3 on G2 from 46 reviews See it on your own Syspro data. Book a 20-minute demo with someone who works with Syspro every day. Book a Demo ### Only a data warehouse structurally enforces data quality and scales for trusted BI. Powering global businesses with automated ERP data warehouses for over 15 years Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Capabilities ### What Zap delivers for Syspro ##### Blistering financial reporting and analytics from one source. ##### Combine systems — CRM, e-commerce, WMS, even cross-ERP. ##### Capture aging trends and as-of snapshots with warehouse history. ##### One-click to combine company databases. ##### Dimensions and custom fields — automated. Why Zap ### The Zap difference Reporting powered by an analytics engine. Analytics powered by automated data warehousing. Data warehouse automation: trust, flexibility, and performance that can't be matched. 20+ hours saved on every financial close 1 billion rows processed in minutes, not hours 1000's of hours of embedded expertise Across the platform ### Let us help you find what you're looking for. ##### Excel add-in Finance power with enterprise data governance. - Live ERP data in Excel, refresh in minutes - Design smart pivots: preserved formatting, native date intelligence - Trust every number: duplicate-proof consolidation, integrate non-ERP data Learn more ##### Web reporting & analytics No-code financial reporting and BI dashboards. - Excel-style grids, version-tracked - Pre-built visuals, easily customized and ready for mobile - PDF report pack, scheduled and conditional delivery Learn more ##### Power BI integration Power BI with a synchronized automated data warehouse. - Duplicate-proof architecture: enterprise data demands enforced keys - Dual acceleration: 5x faster refreshes, star-schema optimized queries - ERP-specific intelligence: pre-built models with native ERP transforms Learn more ##### Data warehouse automation Automated single source of truth for all your business data. - ERP automation: detect structure and metadata automatically - Pre-built data models: thousands of expert hours embedded - Low-code ELT pipelines: Azure or Fabric hosted Learn more Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch Proof ### Syspro success stories. A. J Wells & Sons #### A Sign of Better Data Read Alley-Cassetty #### Laying the Foundation for Smarter Decisions Read in2food #### From Spreadsheets to Strategic Insights Read View all success stories Getting started ### Getting started is easy. Step 01 #### Connect Your Data Compatible with Microsoft SQL Server and Oracle databases. Step 02 #### Deploy Pre-Built Data Models and Analytics Save hours with out-of-the-box data models tailored for Syspro. Step 03 #### Visualize and Customize Tailor reports, analytics and data pipelines to your needs. We're here to help every step of the way with in-app training, dedicated support, and a global team committed to your data transformation. Get started ### See Zap on your Syspro data One email is all it takes. We'll line up a walkthrough on your own Syspro data, and loop in your Syspro partner when you're ready. FAQ ### FAQs Why isn't Syspro's built-in reporting enough, and why do I need a data warehouse? While Syspro's Reporting Services provides standard financial reporting, finance teams quickly encounter limitations with formatting options, inflexible trailing periods, complex calculations and more, especially when data spans multiple modules or companies. A Zap automated data warehouse centralizes your business data with Syspro at its core, creating a single source of truth. This delivers trustworthy numbers through rigorous data governance while giving you the freedom to use your preferred tools, Excel, Power BI or Zap Analytics, all with blistering performance enabled through Zap's modern architecture. How does Zap connect with and access data from Syspro? Zap automatically combines company databases and translates arcane Syspro table and column names, compatible with both Microsoft SQL Server and Oracle databases. Our integration preserves all standard entities and custom fields while optimizing refresh performance. Ultimately, Zap transforms complex Syspro data into accessible insights without requiring specialized technical knowledge. How does Zap reduce financial close time? Zap accelerates financial close by automating data extraction and transformation while eliminating manual exports. The centralized data warehouse makes reconciliation faster with immediate visibility into variances, and drill-through capabilities let teams trace from summary to transaction detail in seconds. This automation shortens the close and cuts the manual rework, freeing finance teams for strategic analysis. How does Zap enable financial consolidation? Zap centralizes financial data from all entities, even across different ERP systems, applying currency conversion at the transaction level using your specified exchange rates. A unified data model supports and automates identification of intercompany transactions, enabling finance teams to match and reconcile in a single environment. Both pre- and post-elimination views are maintained for audit purposes. How does Zap ensure data security and compliance? Zap safeguards your data with a robust, enterprise-grade security framework across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification, covering our information security management system and operating controls. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. For detailed security information, visit our Cloud Security page. How quickly can we implement and see results? Zap's pre-built data models incorporate thousands of development hours, ensuring you get it right the first time. Most customers see initial insights within days, not months. While Zap can be self-implemented, we recommend a starter implementation package of just 15 hours, combining expert setup with hands-on mentoring to maximize your return on investment. What will Zap cost me? Simply pick your plan, then add users and data to suit. No ceilings, no charge for connections, no charge for multi-company data sources. Visit our Syspro Pricing page for detailed information and pricing options. How does Zap leverage AI or data science to future-proof my data journey? Zap's powerful transformation engine can leverage AI models to transform data, automatically categorizing transactions, validating data quality and enriching information. By integrating with Microsoft Fabric, your data is positioned to leverage advanced data science capabilities as they emerge, future-proofing your analytics investment. What deployment options does Zap provide? Zap Data Hub is cloud-only, delivered as a fully managed platform. There is no infrastructure for you to install, patch or maintain. It connects securely to your data wherever it lives, in the cloud or on-premises, so your existing data sources stay where they are while Zap runs in the cloud. What resources does Zap offer to help our team get up to speed? Zap offers comprehensive enablement resources including role-specific in-app videos, AI assistance, contextual documentation, weekly AMAs and an in-app training platform. One-on-one mentoring is also available on request. Visit our In-app Education page for more details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Wiise Reporting & Analytics, Automated | Zap URL: https://www.zapbi.com/solutions/wiise/ Automated reporting and analytics for Wiise: a governed warehouse feeding Excel, Power BI and Zap Analytics, on pre-built models. Solution · Wiise ## Zap Data Hub for Wiise Data you can trust → decisions made simple Zap powers your favorite tools with an Excel add-in, web-based reporting, and deep Power BI integration. Work with live Wiise data, not exports: save time, eliminate errors, and trust your numbers. Under the hood, Zap automates your data warehouse, transforming scattered data into a single source of truth ready for AI. Achieve rapid results with pre-built data models backed by thousands of embedded expert hours. Book a Demo See Pricing ★ 4.3 on G2 from 46 reviews See it on your own Wiise data. Book a 20-minute demo with someone who works with Wiise every day. Book a Demo ### Only a data warehouse structurally enforces data quality and scales for trusted BI. Powering global businesses with automated ERP data warehouses for over 15 years Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Capabilities ### What Zap delivers for Wiise ##### Combine systems — CRM, e-commerce, WMS, even cross-ERP. ##### Capture aging trends and as-of snapshots with warehouse history. ##### Gold-medallion, customizable star schemas in hours — not months. ##### Sub-minute latency vs 5–15 min with Synapse Link for Dataverse. ##### Up to 80% cheaper & 5x faster vs Fabric/Synapse with Azure SQL ELT. Why Zap ### The Zap difference Reporting powered by an analytics engine. Analytics powered by automated data warehousing. Data warehouse automation: trust, flexibility, and performance that can't be matched. 20+ hours saved on every financial close 1 billion rows processed in minutes, not hours 1000's of hours of embedded expertise Across the platform ### Let us help you find what you're looking for. ##### Excel add-in Finance power with enterprise data governance. - Live ERP data in Excel, refresh in minutes - Design smart pivots: preserved formatting, native date intelligence - Trust every number: duplicate-proof consolidation, integrate non-ERP data Learn more ##### Web reporting & analytics No-code financial reporting and BI dashboards. - Excel-style grids, version-tracked - Pre-built visuals, easily customized and ready for mobile - PDF report pack, scheduled and conditional delivery Learn more ##### Power BI integration Power BI with a synchronized automated data warehouse. - Duplicate-proof architecture: enterprise data demands enforced keys - Dual acceleration: 5x faster refreshes, star-schema optimized queries - ERP-specific intelligence: pre-built models with native ERP transforms Learn more ##### Data warehouse automation Automated single source of truth for all your business data. - ERP automation: detect structure and metadata automatically - Pre-built data models: thousands of expert hours embedded - Low-code ELT pipelines: Azure or Fabric hosted Learn more Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch Getting started ### Getting started is easy. Step 01 #### Connect Your Data Integrates directly with Wiise's Microsoft stack. Step 02 #### Deploy Pre-Built Data Models and Analytics Save hours with out-of-the-box data models tailored for Wiise. Step 03 #### Visualize and Customize Tailor reports, analytics and data pipelines to your needs. We're here to help every step of the way with in-app training, dedicated support, and a global team committed to your data transformation. Get started ### See Zap on your Wiise data One email is all it takes. We'll line up a walkthrough on your own Wiise data, and loop in your Wiise partner when you're ready. FAQ ### FAQs Why isn't Wiise's built-in reporting enough, and why do I need a data warehouse? While Wiise Reporting & Insights provides standard financial reporting, finance teams quickly encounter limitations with formatting options, inflexible trailing periods, complex calculations and more, especially when data spans multiple modules or companies. A Zap automated data warehouse centralizes your business data with Wiise at its core, creating a single source of truth. This delivers trustworthy numbers through rigorous data governance while giving you the freedom to use your preferred tools, Excel, Power BI or Zap Analytics, all with blistering performance enabled through Zap's modern architecture. How does Zap connect with and access data from Wiise? Zap provides direct access to all underlying Wiise tables without the complexity of managing entities or additional configurations, compatible with Wiise's cloud environment. Our integration preserves all standard entities and custom fields while optimizing refresh performance. Ultimately, Zap transforms complex Wiise data into accessible insights without requiring specialized technical knowledge. How does Zap reduce financial close time? Zap accelerates financial close by automating data extraction and transformation while eliminating manual exports. The centralized data warehouse makes reconciliation faster with immediate visibility into variances, and drill-through capabilities let teams trace from summary to transaction detail in seconds. This automation shortens the close and cuts the manual rework, freeing finance teams for strategic analysis. How does Zap enable financial consolidation? Zap centralizes financial data from all entities, even across different ERP systems, applying currency conversion at the transaction level using your specified exchange rates. A unified data model supports and automates identification of intercompany transactions, enabling finance teams to match and reconcile in a single environment. Both pre- and post-elimination views are maintained for audit purposes. How does Zap ensure data security and compliance? Zap safeguards your data with a robust, enterprise-grade security framework across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification, covering our information security management system and operating controls. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. For detailed security information, visit our Cloud Security page. How quickly can we implement and see results? Zap's pre-built data models incorporate thousands of development hours, ensuring you get it right the first time. Most customers see initial insights within days, not months. While Zap can be self-implemented, we recommend a starter implementation package of just 15 hours, combining expert setup with hands-on mentoring to maximize your return on investment. What will Zap cost me? Simply pick your plan, then add users and data to suit. No ceilings, no charge for connections, no charge for multi-company data sources. Visit our Wiise Pricing page for detailed information and pricing options. How does Zap leverage AI or data science to future-proof my data journey? Zap's powerful transformation engine can leverage AI models to transform data, automatically categorizing transactions, validating data quality and enriching information. By integrating with Microsoft Fabric, your data is positioned to leverage advanced data science capabilities as they emerge, future-proofing your analytics investment. What deployment options does Zap provide? Zap Data Hub is cloud-only, delivered as a fully managed platform. There is no infrastructure for you to install, patch or maintain. It connects securely to your data wherever it lives, in the cloud or on-premises, so your existing data sources stay where they are while Zap runs in the cloud. What resources does Zap offer to help our team get up to speed? Zap offers comprehensive enablement resources including role-specific in-app videos, AI assistance, contextual documentation, weekly AMAs and an in-app training platform. One-on-one mentoring is also available on request. Visit our In-app Education page for more details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Xero Reporting & Analytics, Automated | Zap URL: https://www.zapbi.com/solutions/xero/ Automated reporting and analytics for Xero: a governed warehouse feeding Excel, Power BI and Zap Analytics, on pre-built models. Solution · Xero ## Zap Data Hub for Xero Data you can trust → decisions made simple Zap powers your favorite tools with an Excel add-in, web-based reporting, and deep Power BI integration. Work with live Xero data, not exports: save time, eliminate errors, and trust your numbers. Under the hood, Zap automates your data warehouse, transforming scattered data into a single source of truth ready for AI. Achieve rapid results with pre-built data models backed by thousands of embedded expert hours. Book a Demo See Pricing ★ 4.3 on G2 from 46 reviews See it on your own Xero data. Book a 20-minute demo with someone who works with Xero every day. Book a Demo ### Only a data warehouse structurally enforces data quality and scales for trusted BI. Powering global businesses with automated ERP data warehouses for over 15 years Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Capabilities ### What Zap delivers for Xero ##### Optimized for Xero API — reduced impact of daily limits. ##### Combine systems — CRM, e-commerce, WMS, even cross-ERP. ##### Capture aging trends and as-of snapshots with warehouse history. ##### Up to 5x faster data refresh with proprietary incremental. ##### Multi-org consolidation and tracking categories — automated. Why Zap ### The Zap difference Reporting powered by an analytics engine. Analytics powered by automated data warehousing. Data warehouse automation: trust, flexibility, and performance that can't be matched. 20+ hours saved on every financial close 1 billion rows processed in minutes, not hours 1000's of hours of embedded expertise Across the platform ### Let us help you find what you're looking for. ##### Excel add-in Finance power with enterprise data governance. - Live ERP data in Excel, refresh in minutes - Design smart pivots: preserved formatting, native date intelligence - Trust every number: duplicate-proof consolidation, integrate non-ERP data Learn more ##### Web reporting & analytics No-code financial reporting and BI dashboards. - Excel-style grids, version-tracked - Pre-built visuals, easily customized and ready for mobile - PDF report pack, scheduled and conditional delivery Learn more ##### Power BI integration Power BI with a synchronized automated data warehouse. - Duplicate-proof architecture: enterprise data demands enforced keys - Dual acceleration: 5x faster refreshes, star-schema optimized queries - ERP-specific intelligence: pre-built models with native ERP transforms Learn more ##### Data warehouse automation Automated single source of truth for all your business data. - ERP automation: detect structure and metadata automatically - Pre-built data models: thousands of expert hours embedded - Low-code ELT pipelines: Azure or Fabric hosted Learn more Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch Getting started ### Getting started is easy. Step 01 #### Connect Your Data Smart API integration optimized for Xero's daily usage limits and performance. Step 02 #### Deploy Pre-Built Data Models and Analytics Save hours with out-of-the-box data models tailored for Xero. Step 03 #### Visualize and Customize Tailor reports, analytics and data pipelines to your needs. We're here to help every step of the way with in-app training, dedicated support, and a global team committed to your data transformation. Get started ### See Zap on your Xero data One email is all it takes. We'll line up a walkthrough on your own Xero data, and loop in your Xero partner when you're ready. FAQ ### FAQs Why isn't Xero's built-in reporting enough, and why do I need a data warehouse? While Xero's reporting tools provide standard financial reporting, finance teams quickly encounter limitations with formatting options, inflexible trailing periods, complex calculations and more, especially when data spans multiple modules or organizations. A Zap automated data warehouse centralizes your business data with Xero at its core, creating a single source of truth. This delivers trustworthy numbers through rigorous data governance while giving you the freedom to use your preferred tools, Excel, Power BI or Zap Analytics, all with blistering performance enabled through Zap's modern architecture. How does Zap connect with and access data from Xero? Zap's smart API integration is optimized for Xero's daily usage limits and performance, efficiently managing data extraction without hitting API thresholds. Our integration preserves all standard entities and custom fields while optimizing refresh performance. Ultimately, Zap transforms complex Xero data into accessible insights without requiring specialized technical knowledge. How does Zap reduce financial close time? Zap accelerates financial close by automating data extraction and transformation while eliminating manual exports. The centralized data warehouse makes reconciliation faster with immediate visibility into variances, and drill-through capabilities let teams trace from summary to transaction detail in seconds. This automation shortens the close and cuts the manual rework, freeing finance teams for strategic analysis. How does Zap enable financial consolidation? Zap centralizes financial data from all entities, even across different ERP systems, applying currency conversion at the transaction level using your specified exchange rates. A unified data model supports and automates identification of intercompany transactions, enabling finance teams to match and reconcile in a single environment. Both pre- and post-elimination views are maintained for audit purposes. How does Zap ensure data security and compliance? Zap safeguards your data with a robust, enterprise-grade security framework across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification, covering our information security management system and operating controls. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. For detailed security information, visit our Cloud Security page. How quickly can we implement and see results? Zap's pre-built data models incorporate thousands of development hours, ensuring you get it right the first time. Most customers see initial insights within days, not months. While Zap can be self-implemented, we recommend a starter implementation package of just 15 hours, combining expert setup with hands-on mentoring to maximize your return on investment. What will Zap cost me? Simply pick your plan, then add users and data to suit. No ceilings, no charge for connections, no charge for multi-company data sources. Visit our Xero Pricing page for detailed information and pricing options. How does Zap leverage AI or data science to future-proof my data journey? Zap's powerful transformation engine can leverage AI models to transform data, automatically categorizing transactions, validating data quality and enriching information. By integrating with Microsoft Fabric, your data is positioned to leverage advanced data science capabilities as they emerge, future-proofing your analytics investment. What deployment options does Zap provide? Zap Data Hub is cloud-only, delivered as a fully managed platform. There is no infrastructure for you to install, patch or maintain. It connects securely to your data wherever it lives, in the cloud or on-premises, so your existing data sources stay where they are while Zap runs in the cloud. What resources does Zap offer to help our team get up to speed? Zap offers comprehensive enablement resources including role-specific in-app videos, AI assistance, contextual documentation, weekly AMAs and an in-app training platform. One-on-one mentoring is also available on request. Visit our In-app Education page for more details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Our Plans | Zap URL: https://www.zapbi.com/plans/ Zap Data Hub plans: trust your data, explain performance, and scale intelligence across your organization. Silver, Gold and Platinum. Our Plans ## Three ways to grow, from trusted reporting to enterprise-wide operational intelligence. ### Choose the plan that matches your goals Zap Data Hub helps you trust your data, understand performance and scale intelligence across your organization. #### Silver Trust the numbers. Essentials — Analytics & live Excel reporting. Best for Teams that need a single source of truth and faster, more reliable reporting. You'll be able to: - Automate reporting - Build trusted dashboards - Analyze business performance - Empower users with self-service access Inclusions - Unlimited connections* - 1 designer included - 5 consumers included - 5GB included - Zap Analytics - Zap Live (Excel add-in) Features - Basic data modeling steps² - In-app training platform - AI Helpbot Performance and Fair Use Restrictions - Standard performance - 5 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Gold Explain performance. Data-warehouse automation & Power BI integration. Best for Organizations ready for deeper analytics, historical insight and advanced modeling. You'll be able to: - Analyze trends over time - Combine multiple data sources - Build Power BI semantic models - Create advanced operational analytics - Connect analytics into business processes Inclusions - Unlimited connections* - 2 designers included - 10 consumers included - 25GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) Features as per Silver, plus: - Manual refresh <1 min¹ - Advanced modeling and historical data capture² - Power BI semantic modeling³ - Version history - Advanced sources⁴ - Sandbox⁵ - Dimension security⁶ - API access Performance and Fair Use Restrictions - Enhanced performance - 10 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Platinum Scale intelligence. Enterprise governance & performance. Best for Businesses scaling analytics across the organization with enterprise requirements. You'll be able to: - Govern access and security - Scale across multiple teams and systems - Deliver enterprise-grade performance - Share insights securely at scale - Connect multiple ERP environments Inclusions - Unlimited connections - 3 designers included - 15 consumers included - 75GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) - Up to 1 custom connector included⁹ Features, as per Gold, plus: - Public share links - Parallel model processing (maximum 2) - SSO / BYO auth - Dedicated capacity or BYO Fabric⁸ - Priority support - Multi-ERP connectivity available* Performance and Fair Use Restrictions - Best performance - 20 scheduled processing hours per week⁷ - No scheduled processing limits on Dedicated⁸ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer FAQ ### Pricing questions, answered. What happens if I exceed my included data limit? You may exceed your storage limit by up to 30% for a period of up to 60 days. Please note that model processing may be affected if you exceed 30% of your data limit or remain over your limit for more than 60 days. Are there any long-term contracts required? Yes, all plans require a minimum annual commitment. Can I try the platform before committing to a paid plan? Yes, we offer a free trial with all the features of our Platinum plan, letting you explore the platform's capabilities and determine which plan best suits your needs. Visit our homepage to start your free trial, or contact your local sales representative for assistance. Can I upgrade or downgrade my plan? You can upgrade your plan at any time, with new features and capabilities available immediately. Plan downgrades take effect at your next annual renewal date. Why are your data storage costs significantly higher than raw cloud storage prices? Our data packs are part of our complete data warehouse automation service, not just storage space. Each pack includes compute resources and memory for processing, automated optimization, and advanced compression (typically 3-5x), meaning a 10GB pack can handle 30-50GB of raw data. Think of it like the difference between renting an empty warehouse versus having a fully-managed, automated data platform. How do scheduled processing restrictions work? Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ¹ Zap Analytics & Zap Live. End-to-end (source → warehouse → cube → report). Scoped to the report's pipelines. Typically under 1 minute. Timing varies by source response, pipeline design, and model size. Assumes well-configured incremental pipelines. Target, not an SLA. ² Basic modeling allows for look-ups, calculations and unions. Advanced modeling provides basic modeling capabilities in addition to historical data capture (History Step), the Unpivot Step, full SQL capabilities (SQL Step), and many-to-many analytic relationships. ³ This feature automatically aligns the Zap semantic layer with Power BI data models, ensuring accurate, up-to-date data without separate models for analysis and reporting. A Power BI Premium Capacity license is required for Power BI semantic modeling and pre-built analytics. ⁴ Advanced sources: Dynamics 365 Finance & SCM, Dynamics AX 2009 & 2012, SAP S/4HANA, DB2, Informix, Oracle, Teradata, Vertica, ODBC, and REST. ⁵ Contact us for more information. ⁶ A security feature that enables administrators to define and enforce data access rights within a data model at specific levels of detail. It simplifies the enforcement of data policies and protects sensitive information through granular control of user permissions. ⁷ Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ⁸ Dedicated: Zap provides an isolated warehouse + application host. Scheduled refresh limits removed on dedicated. Add-on pricing - contact sales. BYO: Use your existing Microsoft Fabric capacity (or Azure SQL Warehouse) - billed by Microsoft. Plan data limits and data add-ons still apply. ⁹ Includes one custom connector per Platinum customer. Subject to Zap review and approval. * Connection policy: Unlimited = non-ERP + on-plan ERP. Multi-ERP may incur additional cost - contact sales. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Zap Pricing for Dynamics 365 Business Central | Silver, Gold and Platinum URL: https://www.zapbi.com/pricing/dynamics-365-business-central/ Zap Data Hub pricing for Dynamics 365 Business Central, with regional pricing across Silver, Gold and Platinum plans. Pricing · Dynamics 365 Business Central ## Find the plan that's right for Dynamics 365 BC. ### Choose the plan that matches your goals Zap Data Hub helps you trust your data, understand performance and scale intelligence across your organization. #### Silver Trust the numbers. US$1,000 per month Essentials — Analytics & live Excel reporting. Best for Teams that need a single source of truth and faster, more reliable reporting. You'll be able to: - Automate reporting - Build trusted dashboards - Analyze business performance - Empower users with self-service access Inclusions - Unlimited connections* - 1 designer included - 5 consumers included - 5GB included - Zap Analytics - Zap Live (Excel add-in) Features - Basic data modeling steps² - In-app training platform - AI Helpbot Performance and Fair Use Restrictions - Standard performance - 5 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Gold Explain performance. US$1,418 per month Data-warehouse automation & Power BI integration. Best for Organizations ready for deeper analytics, historical insight and advanced modeling. You'll be able to: - Analyze trends over time - Combine multiple data sources - Build Power BI semantic models - Create advanced operational analytics - Connect analytics into business processes Inclusions - Unlimited connections* - 2 designers included - 10 consumers included - 25GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) Features as per Silver, plus: - Manual refresh <1 min¹ - Advanced modeling and historical data capture² - Power BI semantic modeling³ - Version history - Advanced sources⁴ - Sandbox⁵ - Dimension security⁶ - API access Performance and Fair Use Restrictions - Enhanced performance - 10 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Platinum Scale intelligence. Get a quote Enterprise governance & performance. Best for Businesses scaling analytics across the organization with enterprise requirements. You'll be able to: - Govern access and security - Scale across multiple teams and systems - Deliver enterprise-grade performance - Share insights securely at scale - Connect multiple ERP environments Inclusions - Unlimited connections - 3 designers included - 15 consumers included - 75GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) - Up to 1 custom connector included⁹ Features, as per Gold, plus: - Public share links - Parallel model processing (maximum 2) - SSO / BYO auth - Dedicated capacity or BYO Fabric⁸ - Priority support - Multi-ERP connectivity available* Performance and Fair Use Restrictions - Best performance - 20 scheduled processing hours per week⁷ - No scheduled processing limits on Dedicated⁸ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer Regional pricing is based on your region and IP, and can be incorrect when using a VPN or ad blocker. ¹ Zap Analytics & Zap Live. End-to-end (source → warehouse → cube → report). Scoped to the report's pipelines. Typically under 1 minute. Timing varies by source response, pipeline design, and model size. Assumes well-configured incremental pipelines. Target, not an SLA. ² Basic modeling allows for look-ups, calculations and unions. Advanced modeling provides basic modeling capabilities in addition to historical data capture (History Step), the Unpivot Step, full SQL capabilities (SQL Step), and many-to-many analytic relationships. ³ This feature automatically aligns the Zap semantic layer with Power BI data models, ensuring accurate, up-to-date data without separate models for analysis and reporting. A Power BI Premium Capacity license is required for Power BI semantic modeling and pre-built analytics. ⁴ Advanced sources: Dynamics 365 Finance & SCM, Dynamics AX 2009 & 2012, SAP S/4HANA, DB2, Informix, Oracle, Teradata, Vertica, ODBC, and REST. ⁵ Contact us for more information. ⁶ A security feature that enables administrators to define and enforce data access rights within a data model at specific levels of detail. It simplifies the enforcement of data policies and protects sensitive information through granular control of user permissions. ⁷ Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ⁸ Dedicated: Zap provides an isolated warehouse + application host. Scheduled refresh limits removed on dedicated. Add-on pricing - contact sales. BYO: Use your existing Microsoft Fabric capacity (or Azure SQL Warehouse) - billed by Microsoft. Plan data limits and data add-ons still apply. ⁹ Includes one custom connector per Platinum customer. Subject to Zap review and approval. * Connection policy: Unlimited = non-ERP + on-plan ERP. Multi-ERP may incur additional cost - contact sales. FAQ ### Pricing questions, answered. What happens if I exceed my included data limit? You may exceed your storage limit by up to 30% for a period of up to 60 days. Please note that model processing may be affected if you exceed 30% of your data limit or remain over your limit for more than 60 days. Are there any long-term contracts required? Yes, all plans require a minimum annual commitment. Can I try the platform before committing to a paid plan? Yes, we offer a free trial with all the features of our Platinum plan, letting you explore the platform's capabilities and determine which plan best suits your needs. Visit our homepage to start your free trial, or contact your local sales representative for assistance. Can I upgrade or downgrade my plan? You can upgrade your plan at any time, with new features and capabilities available immediately. Plan downgrades take effect at your next annual renewal date. Why are your data storage costs significantly higher than raw cloud storage prices? Our data packs are part of our complete data warehouse automation service, not just storage space. Each pack includes compute resources and memory for processing, automated optimization, and advanced compression (typically 3-5x), meaning a 10GB pack can handle 30-50GB of raw data. Think of it like the difference between renting an empty warehouse versus having a fully-managed, automated data platform. How do scheduled processing restrictions work? Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Zap Pricing for Dynamics 365 Finance & Operations | Silver, Gold and Platinum URL: https://www.zapbi.com/pricing/dynamics-365-finance-operations/ Zap Data Hub pricing for Dynamics 365 Finance & Operations, with regional pricing across Silver, Gold and Platinum plans. Pricing · Dynamics 365 Finance & Operations ## Find the plan that's right for Dynamics 365 F&O. ### Choose the plan that matches your goals Zap Data Hub helps you trust your data, understand performance and scale intelligence across your organization. #### Gold Explain performance. US$2,284 per month Data-warehouse automation & Power BI integration. Best for Organizations ready for deeper analytics, historical insight and advanced modeling. You'll be able to: - Analyze trends over time - Combine multiple data sources - Build Power BI semantic models - Create advanced operational analytics - Connect analytics into business processes Inclusions - Unlimited connections* - 2 designers included - 10 consumers included - 25GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) Features as per Silver, plus: - Manual refresh <1 min¹ - Advanced modeling and historical data capture² - Power BI semantic modeling³ - Version history - Advanced sources⁴ - Sandbox⁵ - Dimension security⁶ - API access Performance and Fair Use Restrictions - Enhanced performance - 10 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Platinum Scale intelligence. Get a quote Enterprise governance & performance. Best for Businesses scaling analytics across the organization with enterprise requirements. You'll be able to: - Govern access and security - Scale across multiple teams and systems - Deliver enterprise-grade performance - Share insights securely at scale - Connect multiple ERP environments Inclusions - Unlimited connections - 3 designers included - 15 consumers included - 75GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) - Up to 1 custom connector included⁹ Features, as per Gold, plus: - Public share links - Parallel model processing (maximum 2) - SSO / BYO auth - Dedicated capacity or BYO Fabric⁸ - Priority support - Multi-ERP connectivity available* Performance and Fair Use Restrictions - Best performance - 20 scheduled processing hours per week⁷ - No scheduled processing limits on Dedicated⁸ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer Regional pricing is based on your region and IP, and can be incorrect when using a VPN or ad blocker. ¹ Zap Analytics & Zap Live. End-to-end (source → warehouse → cube → report). Scoped to the report's pipelines. Typically under 1 minute. Timing varies by source response, pipeline design, and model size. Assumes well-configured incremental pipelines. Target, not an SLA. ² Basic modeling allows for look-ups, calculations and unions. Advanced modeling provides basic modeling capabilities in addition to historical data capture (History Step), the Unpivot Step, full SQL capabilities (SQL Step), and many-to-many analytic relationships. ³ This feature automatically aligns the Zap semantic layer with Power BI data models, ensuring accurate, up-to-date data without separate models for analysis and reporting. A Power BI Premium Capacity license is required for Power BI semantic modeling and pre-built analytics. ⁴ Advanced sources: Dynamics 365 Finance & SCM, Dynamics AX 2009 & 2012, SAP S/4HANA, DB2, Informix, Oracle, Teradata, Vertica, ODBC, and REST. ⁵ Contact us for more information. ⁶ A security feature that enables administrators to define and enforce data access rights within a data model at specific levels of detail. It simplifies the enforcement of data policies and protects sensitive information through granular control of user permissions. ⁷ Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ⁸ Dedicated: Zap provides an isolated warehouse + application host. Scheduled refresh limits removed on dedicated. Add-on pricing - contact sales. BYO: Use your existing Microsoft Fabric capacity (or Azure SQL Warehouse) - billed by Microsoft. Plan data limits and data add-ons still apply. ⁹ Includes one custom connector per Platinum customer. Subject to Zap review and approval. * Connection policy: Unlimited = non-ERP + on-plan ERP. Multi-ERP may incur additional cost - contact sales. FAQ ### Pricing questions, answered. What happens if I exceed my included data limit? You may exceed your storage limit by up to 30% for a period of up to 60 days. Please note that model processing may be affected if you exceed 30% of your data limit or remain over your limit for more than 60 days. Are there any long-term contracts required? Yes, all plans require a minimum annual commitment. Can I try the platform before committing to a paid plan? Yes, we offer a free trial with all the features of our Platinum plan, letting you explore the platform's capabilities and determine which plan best suits your needs. Visit our homepage to start your free trial, or contact your local sales representative for assistance. Can I upgrade or downgrade my plan? You can upgrade your plan at any time, with new features and capabilities available immediately. Plan downgrades take effect at your next annual renewal date. Why are your data storage costs significantly higher than raw cloud storage prices? Our data packs are part of our complete data warehouse automation service, not just storage space. Each pack includes compute resources and memory for processing, automated optimization, and advanced compression (typically 3-5x), meaning a 10GB pack can handle 30-50GB of raw data. Think of it like the difference between renting an empty warehouse versus having a fully-managed, automated data platform. How do scheduled processing restrictions work? Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Zap Pricing for Dynamics AX | Silver, Gold and Platinum URL: https://www.zapbi.com/pricing/dynamics-ax/ Zap Data Hub pricing for Dynamics AX, with regional pricing across Silver, Gold and Platinum plans. Pricing · Dynamics AX ## Find the plan that's right for Dynamics AX. ### Choose the plan that matches your goals Zap Data Hub helps you trust your data, understand performance and scale intelligence across your organization. #### Gold Explain performance. US$2,284 per month Data-warehouse automation & Power BI integration. Best for Organizations ready for deeper analytics, historical insight and advanced modeling. You'll be able to: - Analyze trends over time - Combine multiple data sources - Build Power BI semantic models - Create advanced operational analytics - Connect analytics into business processes Inclusions - Unlimited connections* - 2 designers included - 10 consumers included - 25GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) Features as per Silver, plus: - Manual refresh <1 min¹ - Advanced modeling and historical data capture² - Power BI semantic modeling³ - Version history - Advanced sources⁴ - Sandbox⁵ - Dimension security⁶ - API access Performance and Fair Use Restrictions - Enhanced performance - 10 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Platinum Scale intelligence. Get a quote Enterprise governance & performance. Best for Businesses scaling analytics across the organization with enterprise requirements. You'll be able to: - Govern access and security - Scale across multiple teams and systems - Deliver enterprise-grade performance - Share insights securely at scale - Connect multiple ERP environments Inclusions - Unlimited connections - 3 designers included - 15 consumers included - 75GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) - Up to 1 custom connector included⁹ Features, as per Gold, plus: - Public share links - Parallel model processing (maximum 2) - SSO / BYO auth - Dedicated capacity or BYO Fabric⁸ - Priority support - Multi-ERP connectivity available* Performance and Fair Use Restrictions - Best performance - 20 scheduled processing hours per week⁷ - No scheduled processing limits on Dedicated⁸ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer Regional pricing is based on your region and IP, and can be incorrect when using a VPN or ad blocker. ¹ Zap Analytics & Zap Live. End-to-end (source → warehouse → cube → report). Scoped to the report's pipelines. Typically under 1 minute. Timing varies by source response, pipeline design, and model size. Assumes well-configured incremental pipelines. Target, not an SLA. ² Basic modeling allows for look-ups, calculations and unions. Advanced modeling provides basic modeling capabilities in addition to historical data capture (History Step), the Unpivot Step, full SQL capabilities (SQL Step), and many-to-many analytic relationships. ³ This feature automatically aligns the Zap semantic layer with Power BI data models, ensuring accurate, up-to-date data without separate models for analysis and reporting. A Power BI Premium Capacity license is required for Power BI semantic modeling and pre-built analytics. ⁴ Advanced sources: Dynamics 365 Finance & SCM, Dynamics AX 2009 & 2012, SAP S/4HANA, DB2, Informix, Oracle, Teradata, Vertica, ODBC, and REST. ⁵ Contact us for more information. ⁶ A security feature that enables administrators to define and enforce data access rights within a data model at specific levels of detail. It simplifies the enforcement of data policies and protects sensitive information through granular control of user permissions. ⁷ Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ⁸ Dedicated: Zap provides an isolated warehouse + application host. Scheduled refresh limits removed on dedicated. Add-on pricing - contact sales. BYO: Use your existing Microsoft Fabric capacity (or Azure SQL Warehouse) - billed by Microsoft. Plan data limits and data add-ons still apply. ⁹ Includes one custom connector per Platinum customer. Subject to Zap review and approval. * Connection policy: Unlimited = non-ERP + on-plan ERP. Multi-ERP may incur additional cost - contact sales. FAQ ### Pricing questions, answered. What happens if I exceed my included data limit? You may exceed your storage limit by up to 30% for a period of up to 60 days. Please note that model processing may be affected if you exceed 30% of your data limit or remain over your limit for more than 60 days. Are there any long-term contracts required? Yes, all plans require a minimum annual commitment. Can I try the platform before committing to a paid plan? Yes, we offer a free trial with all the features of our Platinum plan, letting you explore the platform's capabilities and determine which plan best suits your needs. Visit our homepage to start your free trial, or contact your local sales representative for assistance. Can I upgrade or downgrade my plan? You can upgrade your plan at any time, with new features and capabilities available immediately. Plan downgrades take effect at your next annual renewal date. Why are your data storage costs significantly higher than raw cloud storage prices? Our data packs are part of our complete data warehouse automation service, not just storage space. Each pack includes compute resources and memory for processing, automated optimization, and advanced compression (typically 3-5x), meaning a 10GB pack can handle 30-50GB of raw data. Think of it like the difference between renting an empty warehouse versus having a fully-managed, automated data platform. How do scheduled processing restrictions work? Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Zap Pricing for Dynamics NAV | Silver, Gold and Platinum URL: https://www.zapbi.com/pricing/dynamics-nav/ Zap Data Hub pricing for Dynamics NAV, with regional pricing across Silver, Gold and Platinum plans. Pricing · Dynamics NAV ## Find the plan that's right for Dynamics NAV. ### Choose the plan that matches your goals Zap Data Hub helps you trust your data, understand performance and scale intelligence across your organization. #### Silver Trust the numbers. US$1,000 per month Essentials — Analytics & live Excel reporting. Best for Teams that need a single source of truth and faster, more reliable reporting. You'll be able to: - Automate reporting - Build trusted dashboards - Analyze business performance - Empower users with self-service access Inclusions - Unlimited connections* - 1 designer included - 5 consumers included - 5GB included - Zap Analytics - Zap Live (Excel add-in) Features - Basic data modeling steps² - In-app training platform - AI Helpbot Performance and Fair Use Restrictions - Standard performance - 5 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Gold Explain performance. US$1,418 per month Data-warehouse automation & Power BI integration. Best for Organizations ready for deeper analytics, historical insight and advanced modeling. You'll be able to: - Analyze trends over time - Combine multiple data sources - Build Power BI semantic models - Create advanced operational analytics - Connect analytics into business processes Inclusions - Unlimited connections* - 2 designers included - 10 consumers included - 25GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) Features as per Silver, plus: - Manual refresh <1 min¹ - Advanced modeling and historical data capture² - Power BI semantic modeling³ - Version history - Advanced sources⁴ - Sandbox⁵ - Dimension security⁶ - API access Performance and Fair Use Restrictions - Enhanced performance - 10 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Platinum Scale intelligence. Get a quote Enterprise governance & performance. Best for Businesses scaling analytics across the organization with enterprise requirements. You'll be able to: - Govern access and security - Scale across multiple teams and systems - Deliver enterprise-grade performance - Share insights securely at scale - Connect multiple ERP environments Inclusions - Unlimited connections - 3 designers included - 15 consumers included - 75GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) - Up to 1 custom connector included⁹ Features, as per Gold, plus: - Public share links - Parallel model processing (maximum 2) - SSO / BYO auth - Dedicated capacity or BYO Fabric⁸ - Priority support - Multi-ERP connectivity available* Performance and Fair Use Restrictions - Best performance - 20 scheduled processing hours per week⁷ - No scheduled processing limits on Dedicated⁸ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer Regional pricing is based on your region and IP, and can be incorrect when using a VPN or ad blocker. ¹ Zap Analytics & Zap Live. End-to-end (source → warehouse → cube → report). Scoped to the report's pipelines. Typically under 1 minute. Timing varies by source response, pipeline design, and model size. Assumes well-configured incremental pipelines. Target, not an SLA. ² Basic modeling allows for look-ups, calculations and unions. Advanced modeling provides basic modeling capabilities in addition to historical data capture (History Step), the Unpivot Step, full SQL capabilities (SQL Step), and many-to-many analytic relationships. ³ This feature automatically aligns the Zap semantic layer with Power BI data models, ensuring accurate, up-to-date data without separate models for analysis and reporting. A Power BI Premium Capacity license is required for Power BI semantic modeling and pre-built analytics. ⁴ Advanced sources: Dynamics 365 Finance & SCM, Dynamics AX 2009 & 2012, SAP S/4HANA, DB2, Informix, Oracle, Teradata, Vertica, ODBC, and REST. ⁵ Contact us for more information. ⁶ A security feature that enables administrators to define and enforce data access rights within a data model at specific levels of detail. It simplifies the enforcement of data policies and protects sensitive information through granular control of user permissions. ⁷ Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ⁸ Dedicated: Zap provides an isolated warehouse + application host. Scheduled refresh limits removed on dedicated. Add-on pricing - contact sales. BYO: Use your existing Microsoft Fabric capacity (or Azure SQL Warehouse) - billed by Microsoft. Plan data limits and data add-ons still apply. ⁹ Includes one custom connector per Platinum customer. Subject to Zap review and approval. * Connection policy: Unlimited = non-ERP + on-plan ERP. Multi-ERP may incur additional cost - contact sales. FAQ ### Pricing questions, answered. What happens if I exceed my included data limit? You may exceed your storage limit by up to 30% for a period of up to 60 days. Please note that model processing may be affected if you exceed 30% of your data limit or remain over your limit for more than 60 days. Are there any long-term contracts required? Yes, all plans require a minimum annual commitment. Can I try the platform before committing to a paid plan? Yes, we offer a free trial with all the features of our Platinum plan, letting you explore the platform's capabilities and determine which plan best suits your needs. Visit our homepage to start your free trial, or contact your local sales representative for assistance. Can I upgrade or downgrade my plan? You can upgrade your plan at any time, with new features and capabilities available immediately. Plan downgrades take effect at your next annual renewal date. Why are your data storage costs significantly higher than raw cloud storage prices? Our data packs are part of our complete data warehouse automation service, not just storage space. Each pack includes compute resources and memory for processing, automated optimization, and advanced compression (typically 3-5x), meaning a 10GB pack can handle 30-50GB of raw data. Think of it like the difference between renting an empty warehouse versus having a fully-managed, automated data platform. How do scheduled processing restrictions work? Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Zap Pricing for Sage 100 | Silver, Gold and Platinum URL: https://www.zapbi.com/pricing/sage-100/ Zap Data Hub pricing for Sage 100, with regional pricing across Silver, Gold and Platinum plans. Pricing · Sage 100 ## Find the plan that's right for Sage 100. ### Choose the plan that matches your goals Zap Data Hub helps you trust your data, understand performance and scale intelligence across your organization. #### Silver Trust the numbers. US$310 per month Essentials — Analytics & live Excel reporting. Best for Teams that need a single source of truth and faster, more reliable reporting. You'll be able to: - Automate reporting - Build trusted dashboards - Analyze business performance - Empower users with self-service access Inclusions - Unlimited connections* - 1 designer included - 5 consumers included - 5GB included - Zap Analytics - Zap Live (Excel add-in) Features - Basic data modeling steps² - In-app training platform - AI Helpbot Performance and Fair Use Restrictions - Standard performance - 5 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Gold Explain performance. US$570 per month Data-warehouse automation & Power BI integration. Best for Organizations ready for deeper analytics, historical insight and advanced modeling. You'll be able to: - Analyze trends over time - Combine multiple data sources - Build Power BI semantic models - Create advanced operational analytics - Connect analytics into business processes Inclusions - Unlimited connections* - 2 designers included - 10 consumers included - 25GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) Features as per Silver, plus: - Manual refresh <1 min¹ - Advanced modeling and historical data capture² - Power BI semantic modeling³ - Version history - Advanced sources⁴ - Sandbox⁵ - Dimension security⁶ - API access Performance and Fair Use Restrictions - Enhanced performance - 10 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Platinum Scale intelligence. Get a quote Enterprise governance & performance. Best for Businesses scaling analytics across the organization with enterprise requirements. You'll be able to: - Govern access and security - Scale across multiple teams and systems - Deliver enterprise-grade performance - Share insights securely at scale - Connect multiple ERP environments Inclusions - Unlimited connections - 3 designers included - 15 consumers included - 75GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) - Up to 1 custom connector included⁹ Features, as per Gold, plus: - Public share links - Parallel model processing (maximum 2) - SSO / BYO auth - Dedicated capacity or BYO Fabric⁸ - Priority support - Multi-ERP connectivity available* Performance and Fair Use Restrictions - Best performance - 20 scheduled processing hours per week⁷ - No scheduled processing limits on Dedicated⁸ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer Regional pricing is based on your region and IP, and can be incorrect when using a VPN or ad blocker. ¹ Zap Analytics & Zap Live. End-to-end (source → warehouse → cube → report). Scoped to the report's pipelines. Typically under 1 minute. Timing varies by source response, pipeline design, and model size. Assumes well-configured incremental pipelines. Target, not an SLA. ² Basic modeling allows for look-ups, calculations and unions. Advanced modeling provides basic modeling capabilities in addition to historical data capture (History Step), the Unpivot Step, full SQL capabilities (SQL Step), and many-to-many analytic relationships. ³ This feature automatically aligns the Zap semantic layer with Power BI data models, ensuring accurate, up-to-date data without separate models for analysis and reporting. A Power BI Premium Capacity license is required for Power BI semantic modeling and pre-built analytics. ⁴ Advanced sources: Dynamics 365 Finance & SCM, Dynamics AX 2009 & 2012, SAP S/4HANA, DB2, Informix, Oracle, Teradata, Vertica, ODBC, and REST. ⁵ Contact us for more information. ⁶ A security feature that enables administrators to define and enforce data access rights within a data model at specific levels of detail. It simplifies the enforcement of data policies and protects sensitive information through granular control of user permissions. ⁷ Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ⁸ Dedicated: Zap provides an isolated warehouse + application host. Scheduled refresh limits removed on dedicated. Add-on pricing - contact sales. BYO: Use your existing Microsoft Fabric capacity (or Azure SQL Warehouse) - billed by Microsoft. Plan data limits and data add-ons still apply. ⁹ Includes one custom connector per Platinum customer. Subject to Zap review and approval. * Connection policy: Unlimited = non-ERP + on-plan ERP. Multi-ERP may incur additional cost - contact sales. FAQ ### Pricing questions, answered. What happens if I exceed my included data limit? You may exceed your storage limit by up to 30% for a period of up to 60 days. Please note that model processing may be affected if you exceed 30% of your data limit or remain over your limit for more than 60 days. Are there any long-term contracts required? Yes, all plans require a minimum annual commitment. Can I try the platform before committing to a paid plan? Yes, we offer a free trial with all the features of our Platinum plan, letting you explore the platform's capabilities and determine which plan best suits your needs. Visit our homepage to start your free trial, or contact your local sales representative for assistance. Can I upgrade or downgrade my plan? You can upgrade your plan at any time, with new features and capabilities available immediately. Plan downgrades take effect at your next annual renewal date. Why are your data storage costs significantly higher than raw cloud storage prices? Our data packs are part of our complete data warehouse automation service, not just storage space. Each pack includes compute resources and memory for processing, automated optimization, and advanced compression (typically 3-5x), meaning a 10GB pack can handle 30-50GB of raw data. Think of it like the difference between renting an empty warehouse versus having a fully-managed, automated data platform. How do scheduled processing restrictions work? Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Zap Pricing for Sage 300 | Silver, Gold and Platinum URL: https://www.zapbi.com/pricing/sage-300/ Zap Data Hub pricing for Sage 300, with regional pricing across Silver, Gold and Platinum plans. Pricing · Sage 300 ## Find the plan that's right for Sage 300. ### Choose the plan that matches your goals Zap Data Hub helps you trust your data, understand performance and scale intelligence across your organization. #### Silver Trust the numbers. US$310 per month Essentials — Analytics & live Excel reporting. Best for Teams that need a single source of truth and faster, more reliable reporting. You'll be able to: - Automate reporting - Build trusted dashboards - Analyze business performance - Empower users with self-service access Inclusions - Unlimited connections* - 1 designer included - 5 consumers included - 5GB included - Zap Analytics - Zap Live (Excel add-in) Features - Basic data modeling steps² - In-app training platform - AI Helpbot Performance and Fair Use Restrictions - Standard performance - 5 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Gold Explain performance. US$570 per month Data-warehouse automation & Power BI integration. Best for Organizations ready for deeper analytics, historical insight and advanced modeling. You'll be able to: - Analyze trends over time - Combine multiple data sources - Build Power BI semantic models - Create advanced operational analytics - Connect analytics into business processes Inclusions - Unlimited connections* - 2 designers included - 10 consumers included - 25GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) Features as per Silver, plus: - Manual refresh <1 min¹ - Advanced modeling and historical data capture² - Power BI semantic modeling³ - Version history - Advanced sources⁴ - Sandbox⁵ - Dimension security⁶ - API access Performance and Fair Use Restrictions - Enhanced performance - 10 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Platinum Scale intelligence. Get a quote Enterprise governance & performance. Best for Businesses scaling analytics across the organization with enterprise requirements. You'll be able to: - Govern access and security - Scale across multiple teams and systems - Deliver enterprise-grade performance - Share insights securely at scale - Connect multiple ERP environments Inclusions - Unlimited connections - 3 designers included - 15 consumers included - 75GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) - Up to 1 custom connector included⁹ Features, as per Gold, plus: - Public share links - Parallel model processing (maximum 2) - SSO / BYO auth - Dedicated capacity or BYO Fabric⁸ - Priority support - Multi-ERP connectivity available* Performance and Fair Use Restrictions - Best performance - 20 scheduled processing hours per week⁷ - No scheduled processing limits on Dedicated⁸ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer Regional pricing is based on your region and IP, and can be incorrect when using a VPN or ad blocker. ¹ Zap Analytics & Zap Live. End-to-end (source → warehouse → cube → report). Scoped to the report's pipelines. Typically under 1 minute. Timing varies by source response, pipeline design, and model size. Assumes well-configured incremental pipelines. Target, not an SLA. ² Basic modeling allows for look-ups, calculations and unions. Advanced modeling provides basic modeling capabilities in addition to historical data capture (History Step), the Unpivot Step, full SQL capabilities (SQL Step), and many-to-many analytic relationships. ³ This feature automatically aligns the Zap semantic layer with Power BI data models, ensuring accurate, up-to-date data without separate models for analysis and reporting. A Power BI Premium Capacity license is required for Power BI semantic modeling and pre-built analytics. ⁴ Advanced sources: Dynamics 365 Finance & SCM, Dynamics AX 2009 & 2012, SAP S/4HANA, DB2, Informix, Oracle, Teradata, Vertica, ODBC, and REST. ⁵ Contact us for more information. ⁶ A security feature that enables administrators to define and enforce data access rights within a data model at specific levels of detail. It simplifies the enforcement of data policies and protects sensitive information through granular control of user permissions. ⁷ Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ⁸ Dedicated: Zap provides an isolated warehouse + application host. Scheduled refresh limits removed on dedicated. Add-on pricing - contact sales. BYO: Use your existing Microsoft Fabric capacity (or Azure SQL Warehouse) - billed by Microsoft. Plan data limits and data add-ons still apply. ⁹ Includes one custom connector per Platinum customer. Subject to Zap review and approval. * Connection policy: Unlimited = non-ERP + on-plan ERP. Multi-ERP may incur additional cost - contact sales. FAQ ### Pricing questions, answered. What happens if I exceed my included data limit? You may exceed your storage limit by up to 30% for a period of up to 60 days. Please note that model processing may be affected if you exceed 30% of your data limit or remain over your limit for more than 60 days. Are there any long-term contracts required? Yes, all plans require a minimum annual commitment. Can I try the platform before committing to a paid plan? Yes, we offer a free trial with all the features of our Platinum plan, letting you explore the platform's capabilities and determine which plan best suits your needs. Visit our homepage to start your free trial, or contact your local sales representative for assistance. Can I upgrade or downgrade my plan? You can upgrade your plan at any time, with new features and capabilities available immediately. Plan downgrades take effect at your next annual renewal date. Why are your data storage costs significantly higher than raw cloud storage prices? Our data packs are part of our complete data warehouse automation service, not just storage space. Each pack includes compute resources and memory for processing, automated optimization, and advanced compression (typically 3-5x), meaning a 10GB pack can handle 30-50GB of raw data. Think of it like the difference between renting an empty warehouse versus having a fully-managed, automated data platform. How do scheduled processing restrictions work? Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Zap Pricing for Sage Intacct | Silver, Gold and Platinum URL: https://www.zapbi.com/pricing/sage-intacct/ Zap Data Hub pricing for Sage Intacct, with regional pricing across Silver, Gold and Platinum plans. Pricing · Sage Intacct ## Find the plan that's right for Sage Intacct. ### Choose the plan that matches your goals Zap Data Hub helps you trust your data, understand performance and scale intelligence across your organization. #### Silver Trust the numbers. US$718 per month Essentials — Analytics & live Excel reporting. Best for Teams that need a single source of truth and faster, more reliable reporting. You'll be able to: - Automate reporting - Build trusted dashboards - Analyze business performance - Empower users with self-service access Inclusions - Unlimited connections* - 1 designer included - 5 consumers included - 5GB included - Zap Analytics - Zap Live (Excel add-in) Features - Basic data modeling steps² - In-app training platform - AI Helpbot Performance and Fair Use Restrictions - Standard performance - 5 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Gold Explain performance. US$1,100 per month Data-warehouse automation & Power BI integration. Best for Organizations ready for deeper analytics, historical insight and advanced modeling. You'll be able to: - Analyze trends over time - Combine multiple data sources - Build Power BI semantic models - Create advanced operational analytics - Connect analytics into business processes Inclusions - Unlimited connections* - 2 designers included - 10 consumers included - 25GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) Features as per Silver, plus: - Manual refresh <1 min¹ - Advanced modeling and historical data capture² - Power BI semantic modeling³ - Version history - Advanced sources⁴ - Sandbox⁵ - Dimension security⁶ - API access Performance and Fair Use Restrictions - Enhanced performance - 10 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Platinum Scale intelligence. Get a quote Enterprise governance & performance. Best for Businesses scaling analytics across the organization with enterprise requirements. You'll be able to: - Govern access and security - Scale across multiple teams and systems - Deliver enterprise-grade performance - Share insights securely at scale - Connect multiple ERP environments Inclusions - Unlimited connections - 3 designers included - 15 consumers included - 75GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) - Up to 1 custom connector included⁹ Features, as per Gold, plus: - Public share links - Parallel model processing (maximum 2) - SSO / BYO auth - Dedicated capacity or BYO Fabric⁸ - Priority support - Multi-ERP connectivity available* Performance and Fair Use Restrictions - Best performance - 20 scheduled processing hours per week⁷ - No scheduled processing limits on Dedicated⁸ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer Regional pricing is based on your region and IP, and can be incorrect when using a VPN or ad blocker. ¹ Zap Analytics & Zap Live. End-to-end (source → warehouse → cube → report). Scoped to the report's pipelines. Typically under 1 minute. Timing varies by source response, pipeline design, and model size. Assumes well-configured incremental pipelines. Target, not an SLA. ² Basic modeling allows for look-ups, calculations and unions. Advanced modeling provides basic modeling capabilities in addition to historical data capture (History Step), the Unpivot Step, full SQL capabilities (SQL Step), and many-to-many analytic relationships. ³ This feature automatically aligns the Zap semantic layer with Power BI data models, ensuring accurate, up-to-date data without separate models for analysis and reporting. A Power BI Premium Capacity license is required for Power BI semantic modeling and pre-built analytics. ⁴ Advanced sources: Dynamics 365 Finance & SCM, Dynamics AX 2009 & 2012, SAP S/4HANA, DB2, Informix, Oracle, Teradata, Vertica, ODBC, and REST. ⁵ Contact us for more information. ⁶ A security feature that enables administrators to define and enforce data access rights within a data model at specific levels of detail. It simplifies the enforcement of data policies and protects sensitive information through granular control of user permissions. ⁷ Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ⁸ Dedicated: Zap provides an isolated warehouse + application host. Scheduled refresh limits removed on dedicated. Add-on pricing - contact sales. BYO: Use your existing Microsoft Fabric capacity (or Azure SQL Warehouse) - billed by Microsoft. Plan data limits and data add-ons still apply. ⁹ Includes one custom connector per Platinum customer. Subject to Zap review and approval. * Connection policy: Unlimited = non-ERP + on-plan ERP. Multi-ERP may incur additional cost - contact sales. FAQ ### Pricing questions, answered. What happens if I exceed my included data limit? You may exceed your storage limit by up to 30% for a period of up to 60 days. Please note that model processing may be affected if you exceed 30% of your data limit or remain over your limit for more than 60 days. Are there any long-term contracts required? Yes, all plans require a minimum annual commitment. Can I try the platform before committing to a paid plan? Yes, we offer a free trial with all the features of our Platinum plan, letting you explore the platform's capabilities and determine which plan best suits your needs. Visit our homepage to start your free trial, or contact your local sales representative for assistance. Can I upgrade or downgrade my plan? You can upgrade your plan at any time, with new features and capabilities available immediately. Plan downgrades take effect at your next annual renewal date. Why are your data storage costs significantly higher than raw cloud storage prices? Our data packs are part of our complete data warehouse automation service, not just storage space. Each pack includes compute resources and memory for processing, automated optimization, and advanced compression (typically 3-5x), meaning a 10GB pack can handle 30-50GB of raw data. Think of it like the difference between renting an empty warehouse versus having a fully-managed, automated data platform. How do scheduled processing restrictions work? Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Zap Pricing for Sage X3 | Silver, Gold and Platinum URL: https://www.zapbi.com/pricing/sage-x3/ Zap Data Hub pricing for Sage X3, with regional pricing across Silver, Gold and Platinum plans. Pricing · Sage X3 ## Find the plan that's right for Sage X3. ### Choose the plan that matches your goals Zap Data Hub helps you trust your data, understand performance and scale intelligence across your organization. #### Silver Trust the numbers. US$653 per month Essentials — Analytics & live Excel reporting. Best for Teams that need a single source of truth and faster, more reliable reporting. You'll be able to: - Automate reporting - Build trusted dashboards - Analyze business performance - Empower users with self-service access Inclusions - Unlimited connections* - 1 designer included - 5 consumers included - 5GB included - Zap Analytics - Zap Live (Excel add-in) Features - Basic data modeling steps² - In-app training platform - AI Helpbot Performance and Fair Use Restrictions - Standard performance - 5 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Gold Explain performance. US$1,002 per month Data-warehouse automation & Power BI integration. Best for Organizations ready for deeper analytics, historical insight and advanced modeling. You'll be able to: - Analyze trends over time - Combine multiple data sources - Build Power BI semantic models - Create advanced operational analytics - Connect analytics into business processes Inclusions - Unlimited connections* - 2 designers included - 10 consumers included - 25GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) Features as per Silver, plus: - Manual refresh <1 min¹ - Advanced modeling and historical data capture² - Power BI semantic modeling³ - Version history - Advanced sources⁴ - Sandbox⁵ - Dimension security⁶ - API access Performance and Fair Use Restrictions - Enhanced performance - 10 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Platinum Scale intelligence. Get a quote Enterprise governance & performance. Best for Businesses scaling analytics across the organization with enterprise requirements. You'll be able to: - Govern access and security - Scale across multiple teams and systems - Deliver enterprise-grade performance - Share insights securely at scale - Connect multiple ERP environments Inclusions - Unlimited connections - 3 designers included - 15 consumers included - 75GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) - Up to 1 custom connector included⁹ Features, as per Gold, plus: - Public share links - Parallel model processing (maximum 2) - SSO / BYO auth - Dedicated capacity or BYO Fabric⁸ - Priority support - Multi-ERP connectivity available* Performance and Fair Use Restrictions - Best performance - 20 scheduled processing hours per week⁷ - No scheduled processing limits on Dedicated⁸ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer Regional pricing is based on your region and IP, and can be incorrect when using a VPN or ad blocker. ¹ Zap Analytics & Zap Live. End-to-end (source → warehouse → cube → report). Scoped to the report's pipelines. Typically under 1 minute. Timing varies by source response, pipeline design, and model size. Assumes well-configured incremental pipelines. Target, not an SLA. ² Basic modeling allows for look-ups, calculations and unions. Advanced modeling provides basic modeling capabilities in addition to historical data capture (History Step), the Unpivot Step, full SQL capabilities (SQL Step), and many-to-many analytic relationships. ³ This feature automatically aligns the Zap semantic layer with Power BI data models, ensuring accurate, up-to-date data without separate models for analysis and reporting. A Power BI Premium Capacity license is required for Power BI semantic modeling and pre-built analytics. ⁴ Advanced sources: Dynamics 365 Finance & SCM, Dynamics AX 2009 & 2012, SAP S/4HANA, DB2, Informix, Oracle, Teradata, Vertica, ODBC, and REST. ⁵ Contact us for more information. ⁶ A security feature that enables administrators to define and enforce data access rights within a data model at specific levels of detail. It simplifies the enforcement of data policies and protects sensitive information through granular control of user permissions. ⁷ Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ⁸ Dedicated: Zap provides an isolated warehouse + application host. Scheduled refresh limits removed on dedicated. Add-on pricing - contact sales. BYO: Use your existing Microsoft Fabric capacity (or Azure SQL Warehouse) - billed by Microsoft. Plan data limits and data add-ons still apply. ⁹ Includes one custom connector per Platinum customer. Subject to Zap review and approval. * Connection policy: Unlimited = non-ERP + on-plan ERP. Multi-ERP may incur additional cost - contact sales. FAQ ### Pricing questions, answered. What happens if I exceed my included data limit? You may exceed your storage limit by up to 30% for a period of up to 60 days. Please note that model processing may be affected if you exceed 30% of your data limit or remain over your limit for more than 60 days. Are there any long-term contracts required? Yes, all plans require a minimum annual commitment. Can I try the platform before committing to a paid plan? Yes, we offer a free trial with all the features of our Platinum plan, letting you explore the platform's capabilities and determine which plan best suits your needs. Visit our homepage to start your free trial, or contact your local sales representative for assistance. Can I upgrade or downgrade my plan? You can upgrade your plan at any time, with new features and capabilities available immediately. Plan downgrades take effect at your next annual renewal date. Why are your data storage costs significantly higher than raw cloud storage prices? Our data packs are part of our complete data warehouse automation service, not just storage space. Each pack includes compute resources and memory for processing, automated optimization, and advanced compression (typically 3-5x), meaning a 10GB pack can handle 30-50GB of raw data. Think of it like the difference between renting an empty warehouse versus having a fully-managed, automated data platform. How do scheduled processing restrictions work? Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Zap Pricing for SAP Business One | Silver, Gold and Platinum URL: https://www.zapbi.com/pricing/sap-business-one/ Zap Data Hub pricing for SAP Business One, with regional pricing across Silver, Gold and Platinum plans. Pricing · SAP Business One ## Find the plan that's right for SAP B1. ### Choose the plan that matches your goals Zap Data Hub helps you trust your data, understand performance and scale intelligence across your organization. #### Silver Trust the numbers. US$1,000 per month Essentials — Analytics & live Excel reporting. Best for Teams that need a single source of truth and faster, more reliable reporting. You'll be able to: - Automate reporting - Build trusted dashboards - Analyze business performance - Empower users with self-service access Inclusions - Unlimited connections* - 1 designer included - 5 consumers included - 5GB included - Zap Analytics - Zap Live (Excel add-in) Features - Basic data modeling steps² - In-app training platform - AI Helpbot Performance and Fair Use Restrictions - Standard performance - 5 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Gold Explain performance. US$1,418 per month Data-warehouse automation & Power BI integration. Best for Organizations ready for deeper analytics, historical insight and advanced modeling. You'll be able to: - Analyze trends over time - Combine multiple data sources - Build Power BI semantic models - Create advanced operational analytics - Connect analytics into business processes Inclusions - Unlimited connections* - 2 designers included - 10 consumers included - 25GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) Features as per Silver, plus: - Manual refresh <1 min¹ - Advanced modeling and historical data capture² - Power BI semantic modeling³ - Version history - Advanced sources⁴ - Sandbox⁵ - Dimension security⁶ - API access Performance and Fair Use Restrictions - Enhanced performance - 10 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Platinum Scale intelligence. Get a quote Enterprise governance & performance. Best for Businesses scaling analytics across the organization with enterprise requirements. You'll be able to: - Govern access and security - Scale across multiple teams and systems - Deliver enterprise-grade performance - Share insights securely at scale - Connect multiple ERP environments Inclusions - Unlimited connections - 3 designers included - 15 consumers included - 75GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) - Up to 1 custom connector included⁹ Features, as per Gold, plus: - Public share links - Parallel model processing (maximum 2) - SSO / BYO auth - Dedicated capacity or BYO Fabric⁸ - Priority support - Multi-ERP connectivity available* Performance and Fair Use Restrictions - Best performance - 20 scheduled processing hours per week⁷ - No scheduled processing limits on Dedicated⁸ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer Regional pricing is based on your region and IP, and can be incorrect when using a VPN or ad blocker. ¹ Zap Analytics & Zap Live. End-to-end (source → warehouse → cube → report). Scoped to the report's pipelines. Typically under 1 minute. Timing varies by source response, pipeline design, and model size. Assumes well-configured incremental pipelines. Target, not an SLA. ² Basic modeling allows for look-ups, calculations and unions. Advanced modeling provides basic modeling capabilities in addition to historical data capture (History Step), the Unpivot Step, full SQL capabilities (SQL Step), and many-to-many analytic relationships. ³ This feature automatically aligns the Zap semantic layer with Power BI data models, ensuring accurate, up-to-date data without separate models for analysis and reporting. A Power BI Premium Capacity license is required for Power BI semantic modeling and pre-built analytics. ⁴ Advanced sources: Dynamics 365 Finance & SCM, Dynamics AX 2009 & 2012, SAP S/4HANA, DB2, Informix, Oracle, Teradata, Vertica, ODBC, and REST. ⁵ Contact us for more information. ⁶ A security feature that enables administrators to define and enforce data access rights within a data model at specific levels of detail. It simplifies the enforcement of data policies and protects sensitive information through granular control of user permissions. ⁷ Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ⁸ Dedicated: Zap provides an isolated warehouse + application host. Scheduled refresh limits removed on dedicated. Add-on pricing - contact sales. BYO: Use your existing Microsoft Fabric capacity (or Azure SQL Warehouse) - billed by Microsoft. Plan data limits and data add-ons still apply. ⁹ Includes one custom connector per Platinum customer. Subject to Zap review and approval. * Connection policy: Unlimited = non-ERP + on-plan ERP. Multi-ERP may incur additional cost - contact sales. FAQ ### Pricing questions, answered. What happens if I exceed my included data limit? You may exceed your storage limit by up to 30% for a period of up to 60 days. Please note that model processing may be affected if you exceed 30% of your data limit or remain over your limit for more than 60 days. Are there any long-term contracts required? Yes, all plans require a minimum annual commitment. Can I try the platform before committing to a paid plan? Yes, we offer a free trial with all the features of our Platinum plan, letting you explore the platform's capabilities and determine which plan best suits your needs. Visit our homepage to start your free trial, or contact your local sales representative for assistance. Can I upgrade or downgrade my plan? You can upgrade your plan at any time, with new features and capabilities available immediately. Plan downgrades take effect at your next annual renewal date. Why are your data storage costs significantly higher than raw cloud storage prices? Our data packs are part of our complete data warehouse automation service, not just storage space. Each pack includes compute resources and memory for processing, automated optimization, and advanced compression (typically 3-5x), meaning a 10GB pack can handle 30-50GB of raw data. Think of it like the difference between renting an empty warehouse versus having a fully-managed, automated data platform. How do scheduled processing restrictions work? Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Zap Pricing for Syspro | Silver, Gold and Platinum URL: https://www.zapbi.com/pricing/syspro/ Zap Data Hub pricing for Syspro, with regional pricing across Silver, Gold and Platinum plans. Pricing · Syspro ## Find the plan that's right for Syspro. ### Choose the plan that matches your goals Zap Data Hub helps you trust your data, understand performance and scale intelligence across your organization. #### Silver Trust the numbers. US$718 per month Essentials — Analytics & live Excel reporting. Best for Teams that need a single source of truth and faster, more reliable reporting. You'll be able to: - Automate reporting - Build trusted dashboards - Analyze business performance - Empower users with self-service access Inclusions - Unlimited connections* - 1 designer included - 5 consumers included - 5GB included - Zap Analytics - Zap Live (Excel add-in) Features - Basic data modeling steps² - In-app training platform - AI Helpbot Performance and Fair Use Restrictions - Standard performance - 5 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Gold Explain performance. US$1,100 per month Data-warehouse automation & Power BI integration. Best for Organizations ready for deeper analytics, historical insight and advanced modeling. You'll be able to: - Analyze trends over time - Combine multiple data sources - Build Power BI semantic models - Create advanced operational analytics - Connect analytics into business processes Inclusions - Unlimited connections* - 2 designers included - 10 consumers included - 25GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) Features as per Silver, plus: - Manual refresh <1 min¹ - Advanced modeling and historical data capture² - Power BI semantic modeling³ - Version history - Advanced sources⁴ - Sandbox⁵ - Dimension security⁶ - API access Performance and Fair Use Restrictions - Enhanced performance - 10 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Platinum Scale intelligence. Get a quote Enterprise governance & performance. Best for Businesses scaling analytics across the organization with enterprise requirements. You'll be able to: - Govern access and security - Scale across multiple teams and systems - Deliver enterprise-grade performance - Share insights securely at scale - Connect multiple ERP environments Inclusions - Unlimited connections - 3 designers included - 15 consumers included - 75GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) - Up to 1 custom connector included⁹ Features, as per Gold, plus: - Public share links - Parallel model processing (maximum 2) - SSO / BYO auth - Dedicated capacity or BYO Fabric⁸ - Priority support - Multi-ERP connectivity available* Performance and Fair Use Restrictions - Best performance - 20 scheduled processing hours per week⁷ - No scheduled processing limits on Dedicated⁸ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer Regional pricing is based on your region and IP, and can be incorrect when using a VPN or ad blocker. ¹ Zap Analytics & Zap Live. End-to-end (source → warehouse → cube → report). Scoped to the report's pipelines. Typically under 1 minute. Timing varies by source response, pipeline design, and model size. Assumes well-configured incremental pipelines. Target, not an SLA. ² Basic modeling allows for look-ups, calculations and unions. Advanced modeling provides basic modeling capabilities in addition to historical data capture (History Step), the Unpivot Step, full SQL capabilities (SQL Step), and many-to-many analytic relationships. ³ This feature automatically aligns the Zap semantic layer with Power BI data models, ensuring accurate, up-to-date data without separate models for analysis and reporting. A Power BI Premium Capacity license is required for Power BI semantic modeling and pre-built analytics. ⁴ Advanced sources: Dynamics 365 Finance & SCM, Dynamics AX 2009 & 2012, SAP S/4HANA, DB2, Informix, Oracle, Teradata, Vertica, ODBC, and REST. ⁵ Contact us for more information. ⁶ A security feature that enables administrators to define and enforce data access rights within a data model at specific levels of detail. It simplifies the enforcement of data policies and protects sensitive information through granular control of user permissions. ⁷ Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ⁸ Dedicated: Zap provides an isolated warehouse + application host. Scheduled refresh limits removed on dedicated. Add-on pricing - contact sales. BYO: Use your existing Microsoft Fabric capacity (or Azure SQL Warehouse) - billed by Microsoft. Plan data limits and data add-ons still apply. ⁹ Includes one custom connector per Platinum customer. Subject to Zap review and approval. * Connection policy: Unlimited = non-ERP + on-plan ERP. Multi-ERP may incur additional cost - contact sales. FAQ ### Pricing questions, answered. What happens if I exceed my included data limit? You may exceed your storage limit by up to 30% for a period of up to 60 days. Please note that model processing may be affected if you exceed 30% of your data limit or remain over your limit for more than 60 days. Are there any long-term contracts required? Yes, all plans require a minimum annual commitment. Can I try the platform before committing to a paid plan? Yes, we offer a free trial with all the features of our Platinum plan, letting you explore the platform's capabilities and determine which plan best suits your needs. Visit our homepage to start your free trial, or contact your local sales representative for assistance. Can I upgrade or downgrade my plan? You can upgrade your plan at any time, with new features and capabilities available immediately. Plan downgrades take effect at your next annual renewal date. Why are your data storage costs significantly higher than raw cloud storage prices? Our data packs are part of our complete data warehouse automation service, not just storage space. Each pack includes compute resources and memory for processing, automated optimization, and advanced compression (typically 3-5x), meaning a 10GB pack can handle 30-50GB of raw data. Think of it like the difference between renting an empty warehouse versus having a fully-managed, automated data platform. How do scheduled processing restrictions work? Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Zap Pricing for Wiise | Silver, Gold and Platinum URL: https://www.zapbi.com/pricing/wiise/ Zap Data Hub pricing for Wiise, with regional pricing across Silver, Gold and Platinum plans. Pricing · Wiise ## Find the plan that's right for Wiise. ### Choose the plan that matches your goals Zap Data Hub helps you trust your data, understand performance and scale intelligence across your organization. #### Silver Trust the numbers. US$1,000 per month Essentials — Analytics & live Excel reporting. Best for Teams that need a single source of truth and faster, more reliable reporting. You'll be able to: - Automate reporting - Build trusted dashboards - Analyze business performance - Empower users with self-service access Inclusions - Unlimited connections* - 1 designer included - 5 consumers included - 5GB included - Zap Analytics - Zap Live (Excel add-in) Features - Basic data modeling steps² - In-app training platform - AI Helpbot Performance and Fair Use Restrictions - Standard performance - 5 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Gold Explain performance. US$1,418 per month Data-warehouse automation & Power BI integration. Best for Organizations ready for deeper analytics, historical insight and advanced modeling. You'll be able to: - Analyze trends over time - Combine multiple data sources - Build Power BI semantic models - Create advanced operational analytics - Connect analytics into business processes Inclusions - Unlimited connections* - 2 designers included - 10 consumers included - 25GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) Features as per Silver, plus: - Manual refresh <1 min¹ - Advanced modeling and historical data capture² - Power BI semantic modeling³ - Version history - Advanced sources⁴ - Sandbox⁵ - Dimension security⁶ - API access Performance and Fair Use Restrictions - Enhanced performance - 10 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Platinum Scale intelligence. Get a quote Enterprise governance & performance. Best for Businesses scaling analytics across the organization with enterprise requirements. You'll be able to: - Govern access and security - Scale across multiple teams and systems - Deliver enterprise-grade performance - Share insights securely at scale - Connect multiple ERP environments Inclusions - Unlimited connections - 3 designers included - 15 consumers included - 75GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) - Up to 1 custom connector included⁹ Features, as per Gold, plus: - Public share links - Parallel model processing (maximum 2) - SSO / BYO auth - Dedicated capacity or BYO Fabric⁸ - Priority support - Multi-ERP connectivity available* Performance and Fair Use Restrictions - Best performance - 20 scheduled processing hours per week⁷ - No scheduled processing limits on Dedicated⁸ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer Regional pricing is based on your region and IP, and can be incorrect when using a VPN or ad blocker. ¹ Zap Analytics & Zap Live. End-to-end (source → warehouse → cube → report). Scoped to the report's pipelines. Typically under 1 minute. Timing varies by source response, pipeline design, and model size. Assumes well-configured incremental pipelines. Target, not an SLA. ² Basic modeling allows for look-ups, calculations and unions. Advanced modeling provides basic modeling capabilities in addition to historical data capture (History Step), the Unpivot Step, full SQL capabilities (SQL Step), and many-to-many analytic relationships. ³ This feature automatically aligns the Zap semantic layer with Power BI data models, ensuring accurate, up-to-date data without separate models for analysis and reporting. A Power BI Premium Capacity license is required for Power BI semantic modeling and pre-built analytics. ⁴ Advanced sources: Dynamics 365 Finance & SCM, Dynamics AX 2009 & 2012, SAP S/4HANA, DB2, Informix, Oracle, Teradata, Vertica, ODBC, and REST. ⁵ Contact us for more information. ⁶ A security feature that enables administrators to define and enforce data access rights within a data model at specific levels of detail. It simplifies the enforcement of data policies and protects sensitive information through granular control of user permissions. ⁷ Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ⁸ Dedicated: Zap provides an isolated warehouse + application host. Scheduled refresh limits removed on dedicated. Add-on pricing - contact sales. BYO: Use your existing Microsoft Fabric capacity (or Azure SQL Warehouse) - billed by Microsoft. Plan data limits and data add-ons still apply. ⁹ Includes one custom connector per Platinum customer. Subject to Zap review and approval. * Connection policy: Unlimited = non-ERP + on-plan ERP. Multi-ERP may incur additional cost - contact sales. FAQ ### Pricing questions, answered. What happens if I exceed my included data limit? You may exceed your storage limit by up to 30% for a period of up to 60 days. Please note that model processing may be affected if you exceed 30% of your data limit or remain over your limit for more than 60 days. Are there any long-term contracts required? Yes, all plans require a minimum annual commitment. Can I try the platform before committing to a paid plan? Yes, we offer a free trial with all the features of our Platinum plan, letting you explore the platform's capabilities and determine which plan best suits your needs. Visit our homepage to start your free trial, or contact your local sales representative for assistance. Can I upgrade or downgrade my plan? You can upgrade your plan at any time, with new features and capabilities available immediately. Plan downgrades take effect at your next annual renewal date. Why are your data storage costs significantly higher than raw cloud storage prices? Our data packs are part of our complete data warehouse automation service, not just storage space. Each pack includes compute resources and memory for processing, automated optimization, and advanced compression (typically 3-5x), meaning a 10GB pack can handle 30-50GB of raw data. Think of it like the difference between renting an empty warehouse versus having a fully-managed, automated data platform. How do scheduled processing restrictions work? Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Zap Pricing for Xero | Silver, Gold and Platinum URL: https://www.zapbi.com/pricing/xero/ Zap Data Hub pricing for Xero, with regional pricing across Silver, Gold and Platinum plans. Pricing · Xero ## Find the plan that's right for Xero. ### Choose the plan that matches your goals Zap Data Hub helps you trust your data, understand performance and scale intelligence across your organization. #### Silver Trust the numbers. US$718 per month Essentials — Analytics & live Excel reporting. Best for Teams that need a single source of truth and faster, more reliable reporting. You'll be able to: - Automate reporting - Build trusted dashboards - Analyze business performance - Empower users with self-service access Inclusions - Unlimited connections* - 1 designer included - 5 consumers included - 5GB included - Zap Analytics - Zap Live (Excel add-in) Features - Basic data modeling steps² - In-app training platform - AI Helpbot Performance and Fair Use Restrictions - Standard performance - 5 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Gold Explain performance. US$1,100 per month Data-warehouse automation & Power BI integration. Best for Organizations ready for deeper analytics, historical insight and advanced modeling. You'll be able to: - Analyze trends over time - Combine multiple data sources - Build Power BI semantic models - Create advanced operational analytics - Connect analytics into business processes Inclusions - Unlimited connections* - 2 designers included - 10 consumers included - 25GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) Features as per Silver, plus: - Manual refresh <1 min¹ - Advanced modeling and historical data capture² - Power BI semantic modeling³ - Version history - Advanced sources⁴ - Sandbox⁵ - Dimension security⁶ - API access Performance and Fair Use Restrictions - Enhanced performance - 10 scheduled processing hours per week⁷ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer #### Platinum Scale intelligence. Get a quote Enterprise governance & performance. Best for Businesses scaling analytics across the organization with enterprise requirements. You'll be able to: - Govern access and security - Scale across multiple teams and systems - Deliver enterprise-grade performance - Share insights securely at scale - Connect multiple ERP environments Inclusions - Unlimited connections - 3 designers included - 15 consumers included - 75GB included - Zap Analytics & Power BI modeling - Zap Live (Excel add-in) - Up to 1 custom connector included⁹ Features, as per Gold, plus: - Public share links - Parallel model processing (maximum 2) - SSO / BYO auth - Dedicated capacity or BYO Fabric⁸ - Priority support - Multi-ERP connectivity available* Performance and Fair Use Restrictions - Best performance - 20 scheduled processing hours per week⁷ - No scheduled processing limits on Dedicated⁸ - Unrestricted manual refreshes (designers only) + Extras per month - $50 USD per 10GB data pack - $6 USD per consumer - $20 USD per designer Regional pricing is based on your region and IP, and can be incorrect when using a VPN or ad blocker. ¹ Zap Analytics & Zap Live. End-to-end (source → warehouse → cube → report). Scoped to the report's pipelines. Typically under 1 minute. Timing varies by source response, pipeline design, and model size. Assumes well-configured incremental pipelines. Target, not an SLA. ² Basic modeling allows for look-ups, calculations and unions. Advanced modeling provides basic modeling capabilities in addition to historical data capture (History Step), the Unpivot Step, full SQL capabilities (SQL Step), and many-to-many analytic relationships. ³ This feature automatically aligns the Zap semantic layer with Power BI data models, ensuring accurate, up-to-date data without separate models for analysis and reporting. A Power BI Premium Capacity license is required for Power BI semantic modeling and pre-built analytics. ⁴ Advanced sources: Dynamics 365 Finance & SCM, Dynamics AX 2009 & 2012, SAP S/4HANA, DB2, Informix, Oracle, Teradata, Vertica, ODBC, and REST. ⁵ Contact us for more information. ⁶ A security feature that enables administrators to define and enforce data access rights within a data model at specific levels of detail. It simplifies the enforcement of data policies and protects sensitive information through granular control of user permissions. ⁷ Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ⁸ Dedicated: Zap provides an isolated warehouse + application host. Scheduled refresh limits removed on dedicated. Add-on pricing - contact sales. BYO: Use your existing Microsoft Fabric capacity (or Azure SQL Warehouse) - billed by Microsoft. Plan data limits and data add-ons still apply. ⁹ Includes one custom connector per Platinum customer. Subject to Zap review and approval. * Connection policy: Unlimited = non-ERP + on-plan ERP. Multi-ERP may incur additional cost - contact sales. FAQ ### Pricing questions, answered. What happens if I exceed my included data limit? You may exceed your storage limit by up to 30% for a period of up to 60 days. Please note that model processing may be affected if you exceed 30% of your data limit or remain over your limit for more than 60 days. Are there any long-term contracts required? Yes, all plans require a minimum annual commitment. Can I try the platform before committing to a paid plan? Yes, we offer a free trial with all the features of our Platinum plan, letting you explore the platform's capabilities and determine which plan best suits your needs. Visit our homepage to start your free trial, or contact your local sales representative for assistance. Can I upgrade or downgrade my plan? You can upgrade your plan at any time, with new features and capabilities available immediately. Plan downgrades take effect at your next annual renewal date. Why are your data storage costs significantly higher than raw cloud storage prices? Our data packs are part of our complete data warehouse automation service, not just storage space. Each pack includes compute resources and memory for processing, automated optimization, and advanced compression (typically 3-5x), meaning a 10GB pack can handle 30-50GB of raw data. Think of it like the difference between renting an empty warehouse versus having a fully-managed, automated data platform. How do scheduled processing restrictions work? Measured as total processing time on a rolling 7-day window. Scheduled jobs pause when the allowance is exceeded and resume as the window advances. Each additional 10GB data pack adds one hour per rolling 7-day window. Effective on or after 1 October. See the Fair Use Policy for full details. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Zap AI Platform | Zap URL: https://www.zapbi.com/ai-data-foundation/ Individual applications can answer local questions, but when every application ships its own chatbot, definitions drift, joins differ, and there's no single source of truth. Zap Data Hub centralizes and reconciles your data in a data warehouse, while a semantic layer defines metrics, relationships, and access. Platform ## Many Chatbots. One truth. Individual applications can answer local questions, but when every application ships its own chatbot, definitions drift, joins differ, and there's no single source of truth. Zap Data Hub brings your ERP and other data into one place, reconciled and modelled for reporting. A semantic layer holds your business definitions: metrics, relationships and access. Book a demo Already a customer? Talk to your account manager Zap AI demo What every agent inherits ### Zap AI Platform ##### AI security and access Every agent works as the signed-in user, within the permissions you've already set in Zap Data Hub. If a person can only see their own region, so can any agent working for them. ##### Models and inference Zap selects and tests the models every agent runs on, so you never manage models or AI vendor accounts. ##### Tools and agent runtime Agents work only through Zap's own tools to answer, modify, check, build, diagnose and investigate. ##### Agentic workflows Zap AI Analyst plans and runs multi-step work on its own, such as tracing a margin drop across several tables to its cause. It asks before it changes anything. ##### Usage controls Administrators set credit limits for each person and for background tasks. ##### Traceability You can click any number in an answer to see the report cell or calculation it came from. Zap AI Platform What every agent inherits - AI security and access - Models and inference - Tools and agent runtime - Agentic workflows - Usage controls - Traceability Semantics and metadata Zap Data Hub The data layer - Prebuilt ETL - Prebuilt data models - Prebuilt reports and dashboards - Cloud data warehouse - Analytics tools - Data connectors - Third-party analysis tool connectors - Security and access ### See it on your data. Book a demo Already a customer? Talk to your account manager --- # Our AI Manifesto | Zap URL: https://www.zapbi.com/our-ai-manifesto/ At Zap, we believe every business will use AI on its data within a few years. AI answers truthfully only when the data beneath it is unified, trustworthy and understood. Zap gets your data AI ready with a governed warehouse plus a semantic layer. Our AI Manifesto ## At Zap, we believe every business will use AI on its data within a few years, if it's not already. To ask questions. To get answers. To act. Few are ready, not for lack of will, but because their data isn't. ### AI answers truthfully only when the data beneath it is unified, trustworthy, and understood. Data Readiness Requirements Readiness requires a governed single source of truth . It needs context : names, definitions, semantics. It needs a data warehouse . A data warehouse centralizes data, providing context. And it needs a semantic layer . A semantic layer adds shared meaning. Our Solution ### Zap gets your data AI ready with a governed data warehouse plus a semantic layer, your data hub. We've built deep ERP expertise over 15+ years. Prepare your data with us and turn the warehouse from passive memory into active intelligence. Our vision ### Build. Think. Act. Build with Copilots Pipelines, models, and analytics with in-app version control. Think with Engines Detect, explain, predict, and recommend. Act with Agents Running inside your warehouse, next to the data. ### Your move. Book a Demo Explore Zap AI --- # Zap AI | One governed, secured AI data solution | Zap URL: https://www.zapbi.com/zap-ai/ One governed, secured, business wide AI data solution for employees and AI agents. Zap AI Assistant, an assistant that answers, and Zap AI Analyst, an analyst that does the work, on the Zap AI Platform. ## One governed AI data solution Secured and business wide, for your employees and your AI agents. Zap AI starts pre-built from your ERP. Zap AI works with Zap Data Hub . Book a demo Already a customer? Talk to your account manager Pre-built for Sage X3 , Sage 100 , Sage 300 , Sage Intacct , SAP Business One , Syspro , Dynamics 365 Business Central and Finance & Operations , Dynamics AX and NAV , Wiise , and Xero. You're running your ERP, plus a warehouse system, payroll, maybe a CRM, and spreadsheets hold it all together. Every vendor now says their AI has the answer, and the questions that run the business fall through the gaps between them. AI made your data problem harder to ignore. Zap AI is the fix. It brings data together, governs the definitions the business relies on, and makes answers checkable, whether the question comes from a person or from another AI tool. That's the difference between AI that sounds confident and intelligence you can run the business on. ### An assistant that answers. An analyst that does the work. More agents on the way. The Zap AI Platform is the foundation, built once and governed once, working with Zap Data Hub. Every agent runs on it and inherits your rules, and every one of them answers from the same governed model your reports do. #### Zap AI Assistant Included Your assistant, helping you find answers and make changes to your reports. Best for everyone: consumers ask, designers change. - 01 Answer When a question has two valid answers, it shows you both. - 02 Modify It builds with your company's definitions, not its own. - 03 Check It shows the formula your ERP data really uses. Included with Zap Data Hub for eligible customers Meet Zap AI Assistant #### Zap AI Analyst Add-on An agent that performs analysis and creates reports for you. Best for designers and the people who own analytics. - Investigate It follows the trail from the symptom to the cause on its own. - Build It asks the questions a good analyst would ask before it builds. - Diagnose It finds the fault without a hint, and can fix it on its own. An add-on for any Zap Data Hub plan Meet Zap AI Analyst * More agents coming. Each new agent runs on the same platform, inherits the same governance and security, and is made available as a platform extension. See it done: the Cookbook Zap AI Platform ### From your ERP to trusted answers. The foundation the agents run on, built once and governed once, so every agent inherits your rules rather than working around them. Get the definitions right once. Every answer after that, from Zap's agents or from your own AI, uses them. How the Zap AI Platform works Powering global businesses with automated ERP data warehouses for over 15 years Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → ### Your data, governed. Your security, applied. - Your dimensional security, applied to every person who asks. - Your data stays at rest in the Microsoft Azure region in which your instance is provisioned. Security and sovereignty Trust Center ### Common questions What is Zap AI? Zap AI is one governed, secured AI data solution for your employees and your AI agents. Zap AI works with Zap Data Hub and starts pre-built from your ERP. Two agents run on the Zap AI Platform: Zap AI Assistant, which answers questions from your reports and modifies them, and Zap AI Analyst, which performs analysis and creates reports for you. More agents are coming. Every agent answers from the same governed model your reports do. Our ERP already has its own AI. What does Zap AI add? Analytics across the whole business. AI connected straight to your ERP is well suited to operational work: raising an invoice, checking the status of an order, updating a customer record. Analytical work needs agreed definitions, data joined across systems, history and security, and that's what Zap provides. Zap AI brings data together, governs the definitions the business relies on, and makes answers checkable, whether the question comes from a person or from another AI tool. Will the numbers Zap AI gives me match the reports we already use? Yes. Zap AI doesn't work out its own version of your numbers. It answers from the same governed model and the same definitions your reports use, with your dimensional security applied, and every answer links back to the report it came from, so you can see where any figure originates. Where a question genuinely has two valid answers, such as invoiced sales and shipped sales, the Assistant shows you both rather than picking one. The AI can see the whole warehouse. Does my security still apply, so people can't see payroll? Yes. Your dimensional security is applied to every person who asks. Every Zap AI agent works as the signed-in user, within the permissions you have already set in Zap Data Hub. If someone can't see a company's or a region's data in their reports, they can't see it through Zap AI. If your users don't see the payroll reports, the AI agent won't see the payroll reports either. How Zap AI handles your data is on the Security and sovereignty page. We're already a Zap customer. How do we get Zap AI? Through your account manager, who can tell you what's included for your plan and help your administrator switch it on. Zap AI works with Zap Data Hub. It only receives your data after an administrator has enabled data access in the platform; until then it answers from product documentation only, and no customer data is sent to the AI provider. If your Zap Data Hub is privately hosted, your account manager or your Zap partner can take you through the options. Where does our data go when we use Zap AI, and is it used to train AI models? Your warehouse data stays at rest in the Microsoft Azure region in which your instance is provisioned. When someone prompts the AI, Zap sends the data needed to answer that prompt, typically the results of a specific report or query, not a continuous feed, to our AI provider for processing in the United States by default. Your data isn't used to train the provider's general-purpose models; that's a contractual commitment. Zap keeps a copy of prompts and responses in its central data warehouse in Australia. Is Zap AI included with Zap Data Hub? Zap AI Assistant is included with Zap Data Hub for eligible customers. Zap AI Analyst is an add-on for any Zap Data Hub plan. Zap AI works with Zap Data Hub. Your account manager or your Zap partner can take you through exactly what applies to you and what's included for your plan. Can I just describe the report I want and have it build it, or does it only work with reports we already have? Both, with different agents. Zap AI Assistant works with the reports you already have: answering questions from them, modifying them one step at a time and checking any figure. When a question has two valid answers, the Assistant shows you both, using your company's definitions rather than its own. Zap AI Analyst does the analysis and creates the reports: give the Analyst a goal or a question, and the questions a good analyst would ask come first, then the build. In short, an assistant that answers and an analyst that does the work. Which ERPs does Zap AI work with? Zap AI is pre-built for Sage X3, Sage 100, Sage 300, Sage Intacct, SAP Business One, Syspro, Dynamics 365 Business Central and Finance & Operations, Dynamics AX and NAV, Wiise, and Xero. Zap AI works with Zap Data Hub, so the ERPs Zap supports today are covered. Where Zap Data Hub already brings your other sources together in one model, such as a CRM beside the ERP, Zap AI uses them together. ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # Zap AI Analyst | Investigate, build, and diagnose | Zap URL: https://www.zapbi.com/zap-ai/analyst/ Zap AI Analyst: an agent that performs analysis and creates reports for you. An add-on for any Zap Data Hub plan. Analyst ## An analyst to investigate, build, and diagnose. Zap AI Analyst produces what doesn't exist yet. Talk to it: give it a goal or a question and it builds the analytics, in one request. Ask it across your whole business model, not one report: "I'm meeting the CFO tomorrow. Give me a deep dive across finance, sales and purchasing, and the questions worth asking." Zap AI works with Zap Data Hub . An add-on for any Zap Data Hub plan Book a demo Already a customer? Talk to your account manager Investigate “Why did north margin fall?” Build “Build me a monthly P&L.” Diagnose “Proof this report.” Pre-built for Sage X3 , Sage 100 , Sage 300 , Sage Intacct , SAP Business One , Syspro , Dynamics 365 Business Central and Finance & Operations , Dynamics AX and NAV , Wiise , and Xero. Analyst · Investigate ### Investigate Investigate digs through the data to work out what happened in the business and how much it matters. It reports back. It never changes anything. It follows the trail from the symptom to the cause on its own. Why did margin fall? Four steps to the cause “Why did north margin fall?” Four steps from the symptom to the cause, and it took every one itself. All Investigate examples in the Cookbook Zap AI Analyst You “Why did north margin fall?” What you get Margin fell because cost rose. Cost rose because freight rose. Freight rose because one carrier put its rates up on one lane. Zap AI took all four steps without being asked, and a workbook you can download has one tab per step. What to notice The carrier and the lane. Analyst · Build ### Build Build makes new analytics. Two ways to start: let it ask you the questions a good analyst would, or point at a report you like and ask for another version. It asks the questions a good analyst would ask before it builds. Build a P&L, questions first “Build me a monthly P&L.” It asks the questions a good analyst would ask. That's expertise, not hesitation. All Build examples in the Cookbook Zap AI Analyst You “Build me a monthly P&L.” What you get Zap AI asks before it builds: which periods, actual or budget or variance, whether costs show as positives or negatives, which cost basis, whether to consolidate. Then it builds. What to notice One of its questions, for example "Should intercompany be eliminated?" Analyst · Diagnose ### Diagnose Diagnose checks how a report is put together and finds what's wrong with it: a definition that's off, a cost counted twice. It checks the workings, not the business. It can find and fix issues on its own. It finds the fault without a hint, and can fix it on its own. Diagnose the fault, no hints “Proof this report.” No hint. It found it on its own. All Diagnose examples in the Cookbook Zap AI Analyst You “Proof this report.” What you get Zap AI goes through the whole report, finds the fault on its own ("Cost on these lines is negative: a returns credit was posted to cost, so margin shows over 100%.") and comes back with a proposed fix. Then it waits for you. What to notice The proposed fix. ### See it on your data. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # Zap AI Assistant | Answer, modify, and check your reports | Zap URL: https://www.zapbi.com/zap-ai/assistant/ Zap AI Assistant: your assistant, helping you find answers and make changes to your reports. Included with Zap Data Hub for eligible customers. Assistant ## An assistant to answer, modify, and check. Zap AI Assistant works with what already exists. Ask your existing reports in plain language. Click any number to see its source. Change analytics by talking: "add a Customer slicer". Said, done, no menus. Zap AI works with Zap Data Hub . Included with Zap Data Hub for eligible customers Book a demo Already a customer? Talk to your account manager Answer “What were sales last month?” Modify “Add gross margin %.” Check “How is margin calculated?” Pre-built for Sage X3 , Sage 100 , Sage 300 , Sage Intacct , SAP Business One , Syspro , Dynamics 365 Business Central and Finance & Operations , Dynamics AX and NAV , Wiise , and Xero. Assistant · Answer ### Answer Answer pulls a number out of a report you already have. It only reads reports your team has published and made available to the AI, so every answer traces back to a report you can open. When a question has two valid answers, it shows you both. Two ways to read the question, two answers “What were sales last month?” Most tools would pick one and hide the choice. This one shows you both. All Answer examples in the Cookbook Zap AI Assistant You “What were sales last month?” What you get Zap AI gives you two figures and explains why: there are two sales reports, one by ship date and one by invoice date. What to notice The line that names the two definitions. Assistant · Modify ### Modify Modify changes the report in front of you: add a column, cut it to the top ten, bring in a figure from another system. One change at a time. Anything bigger is a job for Build, in Zap AI Analyst. It builds with your company's definitions, not its own. Add a measure, defined the company's way “Add gross margin %.” One line, and it used the company's definition of margin, not its own. All Modify examples in the Cookbook Zap AI Assistant You “Add gross margin %.” What you get The column appears, using the company's agreed definition of margin. What to notice The new column. Assistant · Check ### Check Check explains a number in the report you're looking at. Point at a cell, a column or a row and ask how it was worked out. It explains, it doesn't fix, and it won't pass judgement on the number unless you ask. It shows the formula your ERP data really uses. Which definition of margin is this? “How is margin calculated?” Margin on revenue, and it told you which definition it used. All Check examples in the Cookbook Zap AI Assistant You “How is margin calculated?” What you get Zap AI shows you the formula: margin % = (revenue − cost) / revenue. What to notice What it divides by: revenue, not cost. ### See it on your data. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # Zap AI Cookbook | Things to ask Zap AI | Zap URL: https://www.zapbi.com/zap-ai/cookbook/ What people ask Zap AI for, and what comes back: answer a question, modify a report, check a figure, investigate why, build new analytics, diagnose a fault. Cookbook ## Things to ask Zap AI What people actually ask for, and what they get. Grouped by the job you want done. Book a demo Answer “What were sales last month?” Build “Build me a monthly P&L.” Investigate “Why did north margin fall?” Zap AI Assistant Answer Modify Check Zap AI Analyst Investigate Build Diagnose Zap AI Assistant ### Answer Answer pulls a number out of a report you already have. It only reads reports your team has published and made available to the AI, so every answer traces back to a report you can open. ##### The number's in the report, just not on screen “What was Q3 freight for the north?” See the recipe ##### The answer's in a report you haven't opened “What is stock cover on SKU 4410?” See the recipe ##### Two ways to read the question, two answers “What were sales last month?” See the recipe Zap AI Assistant ### Modify Modify changes the report in front of you: add a column, cut it to the top ten, bring in a figure from another system. One change at a time. Anything bigger is a job for Build, in Zap AI Analyst. Featured recipe See the recipe Top ten only ##### Add a measure, defined the company's way “Add gross margin %.” See the recipe ##### Pipeline next to sales, on one report “Add expected deals this month.” See the recipe ##### Top ten only “Top ten only.” See the recipe Zap AI Assistant ### Check Check explains a number in the report you're looking at. Point at a cell, a column or a row and ask how it was worked out, or flag a concern for Check to look into. ##### Which definition of margin is this? “How is margin calculated?” See the recipe ##### Why does margin show 130%? “130% looks wrong.” See the recipe ##### What's inside this total? “What is in this number?” See the recipe Zap AI Analyst ### Investigate Investigate digs through the data to work out what happened in the business and how much it matters. It reports back. It never changes anything. ##### What to look at before close “Anything to investigate before close?” See the recipe ##### Customers going quiet “Who is going quiet?” See the recipe ##### The loss hiding in a growing product “What am I missing?” See the recipe ##### Is discounting really the problem? “Margin's down because of discounting, right?” See the recipe ##### Why did margin fall? Four steps to the cause “Why did north margin fall?” See the recipe Zap AI Analyst ### Build Build makes new analytics. Two ways to start: let it ask you the questions a good analyst would, or point at a report you like and ask for another version. ##### Build a P&L, questions first “Build me a monthly P&L.” See the recipe ##### Turn a sales report into a purchasing one “Give me a purchasing version.” See the recipe Zap AI Analyst ### Diagnose Diagnose checks how a report is put together and finds what's wrong with it: a definition that's off, a cost counted twice. It checks the workings, not the business. It can find and fix issues on its own. ##### Diagnose the fault, no hints “Proof this report.” See the recipe ##### Diagnose the fault, then fix it with your say-so “130% is wrong, fix it.” See the recipe ##### A fault it spotted on the way “Show me margin by region.” See the recipe --- # Two ways to read the question, two answers | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/answer-ambiguous-question/ Zap AI Assistant · Answer: "What were sales last month?" Zap AI gives you two figures and explains why: there are two sales reports, one by ship date... Zap AI Assistant · Answer ## Two ways to read the question, two answers #### The situation Any report open, or none. You just ask. #### What you need in Zap Your ERP sales in Zap Data Hub, with the sales reports made available to Zap AI. #### What you say What were sales last month? #### What you get Zap AI gives you two figures and explains why: there are two sales reports, one by ship date and one by invoice date. Zap AI Assistant You “What were sales last month?” What you get Zap AI gives you two figures and explains why: there are two sales reports, one by ship date and one by invoice date. What to notice The line that names the two definitions. ### Why it matters Most tools pick one answer and hide the choice. This one shows both sales figures and says which definition each uses, so you choose, not the software. ← The answer's in a report you haven't opened Back to Cookbook ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # The answer's in a report you haven't opened | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/answer-in-another-report-you-can-open/ Zap AI Assistant · Answer: "What is stock cover on SKU 4410?" Zap AI answers anyway, tells you the number lives in the inventory report you also have... Zap AI Assistant · Answer ## The answer's in a report you haven't opened #### The situation You have a sales report open. The answer isn't in it. #### What you need in Zap Your ERP sales and inventory in Zap Data Hub, with the inventory report made available to Zap AI. #### What you say What is stock cover on SKU 4410? #### What you get Zap AI answers anyway, tells you the number lives in the inventory report you also have access to, and links you straight to the cell. Zap AI Assistant You “What is stock cover on SKU 4410?” What you get Zap AI answers anyway, tells you the number lives in the inventory report you also have access to, and links you straight to the cell. What to notice The link into the other report. ### Why it matters The Assistant knows which reports you're allowed to see, and takes you to the exact cell in one of them. No hunting, no asking someone who knows. ← The number's in the report, just not on screen Back to Cookbook Two ways to read the question, two answers → ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # The number's in the report, just not on screen | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/answer-in-this-report-not-on-screen/ Zap AI Assistant · Answer: "What was Q3 freight for the north?" Zap AI gives you the number and a link to it. Zap AI Assistant · Answer ## The number's in the report, just not on screen #### The situation You have a sales report open. The number you want is in it, but hidden behind a filter and a collapsed group. #### What you need in Zap Your ERP sales in Zap Data Hub, with the sales report made available to Zap AI. #### What you say What was Q3 freight for the north? #### What you get Zap AI gives you the number and a link to it. Zap AI Assistant You “What was Q3 freight for the north?” What you get Zap AI gives you the number and a link to it. What to notice The link. Click it and the filter changes and the group expands, landing you on the number. ### Why it matters The Assistant didn't guess. The number comes with a link to where it sits in the report, so you can check it before you rely on it. Back to Cookbook The answer's in a report you haven't opened → ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # Turn a sales report into a purchasing one | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/build-by-analogy/ Zap AI Analyst · Build: "Give me a purchasing version." Zap AI works out how the sales report is put together and rebuilds it for purchasing: vendors... Zap AI Analyst · Build ## Turn a sales report into a purchasing one #### The situation You have a sales report open. #### What you need in Zap Your ERP sales and purchasing in Zap Data Hub. #### What you say Give me a purchasing version. #### What you get Zap AI works out how the sales report is put together and rebuilds it for purchasing: vendors in place of customers, purchase invoices in place of sales invoices. Zap AI Analyst You “Give me a purchasing version.” What you get Zap AI works out how the sales report is put together and rebuilds it for purchasing: vendors in place of customers, purchase invoices in place of sales invoices. What to notice The new report beside the old one. ### Why it matters The Analyst understood how the sales report works and carried the logic into purchasing. One report becomes a family of reports, built the same way. ← Build a P&L, questions first Back to Cookbook ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # Build a P&L, questions first | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/build-pl-by-interrogation/ Zap AI Analyst · Build: "Build me a monthly P&L." Zap AI asks before it builds: which periods, actual or budget or variance, whether costs show as... Zap AI Analyst · Build ## Build a P&L, questions first #### The situation No report open. You start from scratch. #### What you need in Zap Your ERP general ledger in Zap Data Hub, with accounts grouped. For a budget comparison, the budget too. #### What you say Build me a monthly P&L. #### What you get Zap AI asks before it builds: which periods, actual or budget or variance, whether costs show as positives or negatives, which cost basis, whether to consolidate. Then it builds. Zap AI Analyst You “Build me a monthly P&L.” What you get Zap AI asks before it builds: which periods, actual or budget or variance, whether costs show as positives or negatives, which cost basis, whether to consolidate. Then it builds. What to notice One of its questions, for example "Should intercompany be eliminated?" ### Why it matters The Analyst asks what a good analyst would ask, periods, budget, signs, consolidation, before building. That's expertise, not hesitation, and it's why the P&L comes out right. Back to Cookbook Turn a sales report into a purchasing one → ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # Why does margin show 130%? | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/check-130-percent-looks-wrong/ Zap AI Assistant · Check: "130% looks wrong." Zap AI explains what's gone wrong: "Cost on these lines is negative: a returns credit was posted to cost,... Zap AI Assistant · Check ## Why does margin show 130%? #### The situation You have a report open showing a margin of 130%. #### What you need in Zap Your ERP sales and cost in Zap Data Hub. #### What you say 130% looks wrong. #### What you get Zap AI explains what's gone wrong: "Cost on these lines is negative: a returns credit was posted to cost, so margin shows over 100%." It doesn't fix it. Zap AI Assistant You “130% looks wrong.” What you get Zap AI explains what's gone wrong: "Cost on these lines is negative: a returns credit was posted to cost, so margin shows over 100%." It doesn't fix it. What to notice The sentence that names the fault. ### Why it matters The Assistant tells you what's wrong and why, in plain words, and stops there. Fixing is a separate step you choose, so nothing changes behind your back. ← Which definition of margin is this? Back to Cookbook What's inside this total? → ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # Which definition of margin is this? | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/check-how-is-margin-calculated/ Zap AI Assistant · Check: "How is margin calculated?" Zap AI shows you the formula: margin % = (revenue − cost) / revenue. Zap AI Assistant · Check ## Which definition of margin is this? #### The situation You have a report open with a margin % column. #### What you need in Zap Your ERP sales and cost in Zap Data Hub, with margin defined once. #### What you say How is margin calculated? #### What you get Zap AI shows you the formula: margin % = (revenue − cost) / revenue. Zap AI Assistant You “How is margin calculated?” What you get Zap AI shows you the formula: margin % = (revenue − cost) / revenue. What to notice What it divides by: revenue, not cost. ### Why it matters You see the formula and which definition it used, margin on revenue. When a number is questioned in a meeting, the answer is one click away. Back to Cookbook Why does margin show 130%? → ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # What's inside this total? | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/check-what-is-in-this-number/ Zap AI Assistant · Check: "What is in this number?" The total breaks down into what's in it, with a workbook of the working you can download. Zap AI Assistant · Check ## What's inside this total? #### The situation You have a report open and you've clicked on a total. #### What you need in Zap Your ERP data in Zap Data Hub. The total has to come from the model, so the working can be traced. #### What you say What is in this number? #### What you get The total breaks down into what's in it, with a workbook of the working you can download. Zap AI Assistant You “What is in this number?” What you get The total breaks down into what's in it, with a workbook of the working you can download. What to notice The line you didn't expect, for example intercompany sales, included on purpose. ### Why it matters Every total has a story underneath it. Here it opens up line by line, with the working in a workbook you can keep. ← Why does margin show 130%? Back to Cookbook ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # Diagnose the fault, then fix it with your say-so | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/diagnose-130-percent-fix-it/ Zap AI Analyst · Diagnose: "130% is wrong, fix it." Zap AI diagnoses first ("Cost on these lines is negative: a returns credit was posted to cost, so... Zap AI Analyst · Diagnose ## Diagnose the fault, then fix it with your say-so #### The situation The same report as "Why does margin show 130%?" under Check. #### What you need in Zap Just the report, in Zap Data Hub, and the right to edit it. #### What you say 130% is wrong, fix it. #### What you get Zap AI diagnoses first ("Cost on these lines is negative: a returns credit was posted to cost, so margin shows over 100%."), then offers: "This one is simple enough, I can fix it for you if you want." Say yes and it fixes it. Zap AI Analyst You “130% is wrong, fix it.” What you get Zap AI diagnoses first ("Cost on these lines is negative: a returns credit was posted to cost, so margin shows over 100%."), then offers: "This one is simple enough, I can fix it for you if you want." Say yes and it fixes it. What to notice The offer. ### Why it matters Diagnosis, then your say-so, then the fix. You get the speed of automation without losing control of what changes. ← Diagnose the fault, no hints Back to Cookbook A fault it spotted on the way → ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # Diagnose the fault, no hints | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/diagnose-proof-this-report/ Zap AI Analyst · Diagnose: "Proof this report." Zap AI goes through the whole report, finds the fault on its own ("Cost on these lines is negative: a... Zap AI Analyst · Diagnose ## Diagnose the fault, no hints #### The situation You have a report open showing a margin of 130%. You don't point it out. #### What you need in Zap Just the report, in Zap Data Hub. #### What you say Proof this report. #### What you get Zap AI goes through the whole report, finds the fault on its own ("Cost on these lines is negative: a returns credit was posted to cost, so margin shows over 100%.") and comes back with a proposed fix. Then it waits for you. Zap AI Analyst You “Proof this report.” What you get Zap AI goes through the whole report, finds the fault on its own ("Cost on these lines is negative: a returns credit was posted to cost, so margin shows over 100%.") and comes back with a proposed fix. Then it waits for you. What to notice The proposed fix. ### Why it matters No hint. The Analyst read the whole report, found the fault on its own, and proposed a fix. Then waited for you. Back to Cookbook Diagnose the fault, then fix it with your say-so → ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # A fault it spotted on the way | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/diagnose-volunteered-mid-task/ Zap AI Analyst · Diagnose: "Show me margin by region." Zap AI answers it, then adds, unprompted: "Your freight is double-counted in cost." Zap AI Analyst · Diagnose ## A fault it spotted on the way #### The situation No report open. You ask an ordinary question. #### What you need in Zap Your ERP sales, cost and freight in Zap Data Hub. #### What you say Show me margin by region. #### What you get Zap AI answers it, then adds, unprompted: "Your freight is double-counted in cost." Zap AI Analyst You “Show me margin by region.” What you get Zap AI answers it, then adds, unprompted: "Your freight is double-counted in cost." What to notice The sentence nobody asked for. ### Why it matters Nobody asked about freight. The Analyst noticed the double count on the way to answering something else, and said so. The kind of catch that saves a month-end. ← Diagnose the fault, then fix it with your say-so Back to Cookbook ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # Why did margin fall? Four steps to the cause | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/investigate-chaining/ Zap AI Analyst · Investigate: "Why did north margin fall?" Margin fell because cost rose. Cost rose because freight rose. Freight rose because one... Zap AI Analyst · Investigate ## Why did margin fall? Four steps to the cause #### The situation No report open. You ask a single question. #### What you need in Zap Your ERP sales, cost and freight by carrier in Zap Data Hub. #### What you say Why did north margin fall? #### What you get Margin fell because cost rose. Cost rose because freight rose. Freight rose because one carrier put its rates up on one lane. Zap AI took all four steps without being asked, and a workbook you can download has one tab per step. Zap AI Analyst You “Why did north margin fall?” What you get Margin fell because cost rose. Cost rose because freight rose. Freight rose because one carrier put its rates up on one lane. Zap AI took all four steps without being asked, and a workbook you can download has one tab per step. What to notice The carrier and the lane. ### Why it matters Four steps from symptom to cause, each one taken without being asked, with the working in a workbook. The whole chain in one question. ← Is discounting really the problem? Back to Cookbook ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # Customers going quiet | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/investigate-going-quiet/ Zap AI Analyst · Investigate: "Who is going quiet?" Zap AI lists the customers who bought less this year than last and have no open deal in the pipeline. Zap AI Analyst · Investigate ## Customers going quiet #### The situation No report open. Your sales invoices and CRM opportunities are both in Zap, against the same customers. #### What you need in Zap Your ERP sales and your CRM opportunities in Zap Data Hub, tied to the same customers. #### What you say Who is going quiet? #### What you get Zap AI lists the customers who bought less this year than last and have no open deal in the pipeline. Zap AI Analyst You “Who is going quiet?” What you get Zap AI lists the customers who bought less this year than last and have no open deal in the pipeline. What to notice One customer: revenue falling, pipeline empty. ### Why it matters Falling orders live in one system. No open deal lives in another. Put together, they're a customer you're about to lose, while there's still time to act. ← What to look at before close Back to Cookbook The loss hiding in a growing product → ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # Is discounting really the problem? | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/investigate-hypothesis-rejection/ Zap AI Analyst · Investigate: "Margin's down because of discounting, right?" Zap AI checks it against the numbers: discounting hasn't moved, and... Zap AI Analyst · Investigate ## Is discounting really the problem? #### The situation No report open. You arrive with a theory. #### What you need in Zap Your ERP sales, discounts and freight in Zap Data Hub. #### What you say Margin's down because of discounting, right? #### What you get Zap AI checks it against the numbers: discounting hasn't moved, and freight is the real cause. Zap AI Analyst You “Margin's down because of discounting, right?” What you get Zap AI checks it against the numbers: discounting hasn't moved, and freight is the real cause. What to notice The line that says discounting didn't move. ### Why it matters The Analyst didn't take your word for it, and checked the numbers: discounting hadn't moved, freight had. You get the real cause with the evidence, instead of agreement. ← The loss hiding in a growing product Back to Cookbook Why did margin fall? Four steps to the cause → ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # What to look at before close | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/investigate-month-close-scan/ Zap AI Analyst · Investigate: "Anything to investigate before close?" Zap AI gives you the 60-days-overdue list you expected, plus the accounts at 57... Zap AI Analyst · Investigate ## What to look at before close #### The situation No report open. Your finance and sales data are both in Zap. #### What you need in Zap Your ERP receivables and your CRM opportunities in Zap Data Hub, tied to the same customers. #### What you say Anything to investigate before close? #### What you get Zap AI gives you the 60-days-overdue list you expected, plus the accounts at 57 days about to tip over, plus the customers who've quietly stopped buying. The lists come in a workbook you can download. Zap AI Analyst You “Anything to investigate before close?” What you get Zap AI gives you the 60-days-overdue list you expected, plus the accounts at 57 days about to tip over, plus the customers who've quietly stopped buying. The lists come in a workbook you can download. What to notice The 57-day accounts. ### Why it matters You asked what to check before close. You got the overdue list you expected, plus the accounts about to tip over and the customers gone quiet, from one place. Back to Cookbook Customers going quiet → ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # The loss hiding in a growing product | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/investigate-surprise-finding/ Zap AI Analyst · Investigate: "What am I missing?" Zap AI comes back with: "One SKU: revenue up 12% but margin turned negative in Q3. Unit cost... Zap AI Analyst · Investigate ## The loss hiding in a growing product #### The situation No report open. You ask a broad question. #### What you need in Zap Your ERP sales and cost by item in Zap Data Hub. #### What you say What am I missing? #### What you get Zap AI comes back with: "One SKU: revenue up 12% but margin turned negative in Q3. Unit cost overtook price. You are growing a loss." Zap AI Analyst You “What am I missing?” What you get Zap AI comes back with: "One SKU: revenue up 12% but margin turned negative in Q3. Unit cost overtook price. You are growing a loss." What to notice The last sentence. ### Why it matters The Analyst found a product that's growing and losing money at the same time. Nobody asked about that product. That's the question you didn't know to ask. ← Customers going quiet Back to Cookbook Is discounting really the problem? → ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # Add a measure, defined the company's way | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/modify-add-a-measure/ Zap AI Assistant · Modify: "Add gross margin %." The column appears, using the company's agreed definition of margin. Zap AI Assistant · Modify ## Add a measure, defined the company's way #### The situation You have a sales by customer report open. #### What you need in Zap Your ERP sales and cost in Zap Data Hub, and the right to edit the report. #### What you say Add gross margin %. #### What you get The column appears, using the company's agreed definition of margin. Zap AI Assistant You “Add gross margin %.” What you get The column appears, using the company's agreed definition of margin. What to notice The new column. ### Why it matters One line, and the new column uses the company's agreed definition of margin, not one it made up. One definition, so nobody argues about whose margin is right. Back to Cookbook Pipeline next to sales, on one report → ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # Pipeline next to sales, on one report | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/modify-add-expected-deals/ Zap AI Assistant · Modify: "Add expected deals this month." A new column appears: the value of each customer's deals expected to close this month, from... Zap AI Assistant · Modify ## Pipeline next to sales, on one report #### The situation You have a monthly sales report open. Your CRM pipeline is in Zap too. #### What you need in Zap Your ERP sales and your CRM opportunities in Zap Data Hub, tied to the same customers. #### What you say Add expected deals this month. #### What you get A new column appears: the value of each customer's deals expected to close this month, from the CRM, next to what they've been invoiced. Zap AI Assistant You “Add expected deals this month.” What you get A new column appears: the value of each customer's deals expected to close this month, from the CRM, next to what they've been invoiced. What to notice The new column. ### Why it matters Sales and pipeline on one report, because both already sit in one place. What's been invoiced and what's about to close, side by side, no spreadsheet. ← Add a measure, defined the company's way Back to Cookbook Top ten only → ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # Top ten only | Zap AI Cookbook URL: https://www.zapbi.com/zap-ai/cookbook/modify-top-ten-only/ Zap AI Assistant · Modify: "Top ten only." The table cuts to the top ten, by whatever it's already sorted on. Zap AI Assistant · Modify ## Top ten only #### The situation You have a long table open. #### What you need in Zap Any report in Zap Data Hub. #### What you say Top ten only. #### What you get The table cuts to the top ten, by whatever it's already sorted on. ### Why it matters Focus in three words. No filter to set, no rebuild. The report you have, cut to the top ten by whatever it's already sorted on. ← Pipeline next to sales, on one report Back to Cookbook ### See it on your data. Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data. Book a demo Already a customer? Talk to your account manager --- # AI guides | Zap AI | Zap URL: https://www.zapbi.com/zap-ai/guides/ Practical guides on putting AI to work on your ERP data and beyond: what a governed data foundation changes, what to fix first, and what actually works. AI guides ## Straight answers on AI, your ERP data and beyond. What actually works when you put AI on your ERP data and beyond, written by the people who do it every day. AI CFO · Operations 13 Aug 2026 #### How to make your ERP data ready for AI An AI assistant is probably already somewhere in your finance team. Someone is asking Copilot to explain a variance, dropping an ERP export into ChatGPT, or using Claude to turn a spreadsheet into commentary for a board pack. Read 21 min All Insights --- # Zap AI data security and sovereignty | Zap URL: https://www.zapbi.com/zap-ai/security/ How Zap AI handles your data, where that data is stored and processed, who can access it, and the controls available to you. Security and sovereignty ## Data security and data sovereignty. How Zap AI handles your data, where that data is stored and processed, who can access it, and the controls available to you. Written for prospects and customers evaluating Zap AI, and for their security and procurement teams. Book a demo Already a customer? Talk to your account manager Region Your warehouse, your region. Rules Your security, every question. Say Nothing sent until you allow it. ### How Zap AI works Zap AI works with the Zap Data Hub platform, adding analysis, recommendations, and reporting help. It does not receive a continuous feed of your data. Instead, when a user prompts the AI, Zap sends the AI provider the data needed to answer that prompt, typically the results of a specific report or query. Zap currently uses OpenAI as its sole AI provider, under a signed Data Processing Addendum. Prompts can come from a user in Zap's own interfaces or, when MCP access is released, from your own AI assistant connected to Zap over MCP. Both follow the same path. When you connect your own assistant, it submits prompts to Zap AI on your behalf, and those prompts are processed through OpenAI in the same way. Connecting your own AI does not change the provider on our side. Two points matter for how you assess this: - The AI only receives data after an administrator has enabled data access in the platform. - The data sent is a narrow slice per prompt, but it can contain real, sensitive data, because the purpose of the feature is to answer questions about your data. ### Three locations, and we are direct about each one At rest #### Your data stays at rest in the Microsoft Azure region in which your instance is provisioned. The Zap Data Hub warehouse and reporting model that hold your data remain hosted in the Microsoft Azure region in which your instance is provisioned, for example the United Kingdom or the United States. Per-prompt processing #### Data sent with each prompt is processed in the United States by default. When a user prompts the AI, the data needed to answer that prompt, typically the results of a specific report or query, is sent to our AI provider for processing and a response is returned. By default, processing takes place in the United States. That data can include personal information and commercially sensitive figures. Retention #### AI prompts and responses are retained in Australia. Zap keeps a copy of AI prompts and responses, including the data sent to the AI and prompts submitted by an AI assistant you connect over MCP, in its central data warehouse in Australia. This is used to operate, support, monitor, and improve the AI features, and to measure usage for billing. We state this plainly because it matters for data sovereignty assessments. When you use Zap AI with data access enabled, the data sent with each prompt is processed by default in the United States, and retained by Zap in Australia. Your core warehouse data, at rest, stays in the Microsoft Azure region in which your instance is provisioned. Your data is not used to train the provider's general-purpose models. That is a contractual commitment. The provider may retain prompts and results for up to 30 days for abuse monitoring. ### Who can access your data, and from where Authorised Zap personnel whose role includes querying customer usage may access the retained AI prompts and responses, including the query results. This access is role-based and spans Zap's operating locations, which currently include Australia, the United Kingdom, the United States, and South Africa, and may extend to other locations as Zap grows. We disclose this broadly on purpose, so there is no gap between what we say and what our people can do. Where access from one country reaches data held in another, that cross-border access is covered by Standard Contractual Clauses where required, and all access is subject to confidentiality obligations and Zap's ISO 27001 certified information security management system. ### How your data moves when you use Zap AI Step by step. What the AI can request depends on what your administrator enables. - 01 #### Your environment, the Microsoft Azure region in which your instance is provisioned Your source databases (your ERP and business systems) feed the data warehouse, where data is pulled in and transformed, and the reporting model, the semantic layer your reports are built from (where your business definitions live). Your data is stored at rest in the Microsoft Azure region in which your instance is provisioned. It stays there unless you use AI features with data access enabled. - 02 #### An admin must enable AI data access No data is sent to the AI until an administrator allows it through the platform. In documentation-only mode there is no data access, and no customer data leaves region. This applies equally to an assistant you connect over MCP. - 03 #### When a user prompts the AI The user asks a question or asks the AI to do something, or your own AI assistant, connected over MCP, submits a prompt on the user's behalf. The AI requests the data needed to answer that prompt, typically the results of a specific report or query. Zap sends that data, a narrow slice each time, but containing real data, encrypted in transit (TLS). - 04 #### AI processing: OpenAI, United States by default OpenAI processes the request and returns a response to the user or to your connected assistant, under a signed Data Processing Addendum with EU Standard Contractual Clauses and the UK addendum. Not used to train general-purpose models. Not made public. Not shared with other customers. Encrypted in transit and at rest. Prompts and results may be retained up to 30 days for abuse monitoring. - 05 #### Where your own AI is connected: your provider, your terms The response returns to your assistant. From that point it is held by your AI provider, for example Anthropic, OpenAI or Microsoft, under your agreement with them. Zap's agreements cover the path up to this point. - 06 #### Retained by Zap, Australia A copy of AI prompts and responses, including the data sent to the AI, is retained in Zap's central data warehouse in Australia, to operate, support, monitor and improve the AI features, and to measure usage. ### When you bring your own AI When MCP access is released, you will be able to connect your own AI assistant, for example Claude, ChatGPT or Copilot, to Zap over MCP. Your assistant then submits prompts to Zap AI on your behalf, within the signed-in user's permissions. MCP access will be enabled with Zap per customer rather than self-service. On our side, nothing changes. A connected assistant follows the same path as a user in our chat: the same administrator data access controls, the same OpenAI processing under our Data Processing Addendum, and the same operational record retained in Australia. Connecting your own AI does not add a provider on our side and does not bypass any control. If this surprises you, it is worth saying directly: even when you bring your own AI, the prompts it submits to Zap are processed by OpenAI under our agreement, exactly as if you had typed them in our chat yourself. What changes is on your side. The responses returned to your assistant are then held by your AI provider under your agreement with them. Our agreements cover the path up to the response being returned. What your assistant and its provider do with it after that point is governed by your terms with that provider, not ours. ### You decide whether the AI gets access to your data at all - Documentation-only mode. If an administrator does not enable data access, the AI answers from product documentation only. In this mode no customer data is sent to the AI provider or leaves your environment. The same applies to an assistant connected over MCP: with data access disabled, it receives documentation-only answers. - Disable AI entirely. The AI module is optional. You can run the core Zap platform without it, and disable it at any time if your data handling requirements change. When released, connecting your own AI over MCP is enabled with Zap, per customer. The same data access controls apply to it. ### Common questions What data does the AI actually receive? The data needed to answer each prompt, typically the results of a specific report or query. Not a bulk feed of your warehouse. That data can contain real, sensitive information. Is data encrypted in transit and at rest? Yes. Data sent to and from the AI provider is encrypted in transit using TLS. Data at rest in the Zap warehouse and in the AI provider environment is encrypted. Is my data made public? No. Data sent through the AI provider is not public, and is not shared with other Zap customers or other organisations. Is my data used to train general-purpose AI models? No. Under OpenAI's API terms and the Data Processing Addendum Zap has signed, data submitted through the API is not used to train OpenAI's general-purpose models. This is a contractual commitment. Can I use AI without sending it my data? Yes. In documentation-only mode the AI answers from product documentation and receives no customer data. An administrator controls whether data access is enabled. What contracts and safeguards are in place? A signed Data Processing Addendum with OpenAI that includes the EU Standard Contractual Clauses and, where applicable, the UK International Data Transfer Addendum. If I connect my own AI (Claude, ChatGPT or Copilot), does OpenAI still process my data? Yes. Your assistant submits prompts to Zap AI, and Zap AI processes them through OpenAI under our agreement, exactly as if you typed the prompt in our chat yourself. We say this directly because it is the part most people do not expect. Whose terms cover the data once it is back with my assistant? Yours. Our agreements cover the path up to the response being returned to your assistant. What your assistant and its provider retain or do with it after that is governed by your agreement with that provider. ### Download Download this page as a PDF. - Zap AI data security and data sovereignty (PDF) - Trust Center ### Questions about your data? For specific security or data protection questions, your Zap account manager can arrange a more detailed response from our team. Book a demo Already a customer? Talk to your account manager --- # What's New | Zap AI | Zap URL: https://www.zapbi.com/zap-ai/whats-new/ What each Zap AI release adds, and what's coming next: the Assistant from October 2026, the Analyst from November 2026. What's New ## What's new in Zap AI. What each release adds, and what's coming next. Book a demo Shipped Zap AI Assistant, October 2026 Coming Zap AI Analyst, November 2026 Zap AI releases - Shipped ### October 2026 release Zap AI Assistant, included with Zap Data Hub for eligible customers, answers a question, modifies a report and checks a calculation. The agent Zap AI Assistant - Coming ### November 2026 release Zap AI Analyst, an add-on for any Zap Data Hub plan, investigates what happened in the business, builds new analytics and diagnoses faults in a report. The agent Zap AI Analyst --- # Success Stories | Zap URL: https://www.zapbi.com/success-stories/ See how businesses running on an ERP turned their data into trusted, automated reporting with Zap. Real customer stories across Sage, SAP Business One, Syspro, Dynamics and more. Customers ## Success Stories Real businesses, real outcomes. See how teams running on an ERP replaced manual reporting with trusted, automated insight, powered by Zap. All stories Dynamics 365 F&O Dynamics AX Dynamics NAV Sage 100 Sage 300 Sage X3 SAP Business One Syspro Syspro #### A Sign of Better Data Zap Data Hub provides A. J Wells & Sons with clean, unified and easily accessible reporting between Syspro and Power BI Read their story Syspro #### Laying the Foundation for Smarter Decisions How Alley-Cassetty built a data-driven future with Zap Read their story Sage 300 #### Smarter Insights, Stronger Business The data transformation of AML Foods with Sage Data & Analytics Read their story SAP Business One #### From Grains to Gains in Data How Beavertown Brewery mastered their reporting with Zap Data Hub Read their story Syspro #### From Spreadsheets to Strategic Insights How in2food transformed their financial reporting with Zap Data Hub Read their story Dynamics 365 F&O #### A Prescription for Better Data How a global giant in the pharmaceutical industry streamlined its complex data through the power of Zap Data Hub Read their story Sage X3 #### A Game Plan for Better Reporting How a staple Australian sports brand streamlined consolidated financial reporting with Sage Data & Analytics Read their story Sage 100 #### Bringing Quality Control to Data SD&A by Zap provides QualiTru with automated, easy-to-access data to improve business insights and forecasts Read their story Sage 300 #### A Fresh Take On Produce How a family-owned supermarket chain used the power of Zap Data Hub to better serve their customers and community Read their story Dynamics NAV #### Seamless Data Unification A fanciful costume company partners with Zap Data Hub to unify its data and increase its sales potential Read their story Sage X3 #### Cruising Towards Financial Efficiency Explore Staysure's success story with Sage Data & Analytics, powered by Zap Read their story Dynamics AX #### Blending Data - Boosting Performance How Super Store Industries optimized operations with Dynamics AX and Zap Data Hub Read their story #### Elevating Culinary Excellence How Zap Data Hub empowered Trader House with unified H&L analytics for strategic decision-making Read their story No stories for that ERP yet. ### Don’t take our word for it. What finance and ops teams say after putting Zap on their ERP data. A. J Wells & Sons · Syspro “We were previously using Crystal Reports. One of our finance team had learned Crystal inside out and was the only one really who could really build reports. So skills were siloed but also you’d often get a great report built out, but when you needed the same info in an Excel spreadsheet, it could take half a day of reformatting!” R Rob Holgate Head of Finance, A. J Wells & Sons Alley-Cassetty · Syspro “I was underwater. It took me a full week to prepare financials, and even then, the reports weren’t digestible or actionable.” B Bill Westman Chief Financial Officer, Alley-Cassetty AML Foods · Sage 300 “SD&A gave us the competitive edge we needed to outpace our market. From reducing inventory by $5 million to streamlining board pack preparation, Zap’s been a game-changer for AML Foods.” D Davette Lightbourne Chief Financial Officer, AML Foods Beavertown Brewery · SAP Business One “Zap’s integration with SAP B1 has ensured alignment across departments, reducing conflicting versions of truth and improving decision-making.” M Max Smith Data and Analytics Manager, Beavertown Brewery in2food · Syspro “For Syspro customers experiencing reporting challenges, Zap is essentially plug-and-play. Within eight weeks, we had working balance sheets, and income statements across our multiple databases.” T Trevor Goble Group Information Systems Manager, in2food Kindeva · Dynamics 365 F&O “We use Zap and our Power BI provisioning to ensure that everybody has the same consistent data that has our stamp of approval on it qualitywise.” S Sonia Keeney Director of Data Enablement Kookaburra Sport · Sage X3 “We knew SD&A was a good tool, and once implemented, it met all of our expectations. The consolidation is seamless, the reports are reliable, and the integrity of the data is significantly improved, giving us the clarity we needed to make informed decisions.” S Stuart Cummins Financial Controller, Kookaburra Sport QualiTru Sampling Systems · Sage 100 “It's very difficult to VPN into Sage and download the data and update the spreadsheets so I was looking for an online data warehouse that would solve this problem, do it automatically for me, and then allow a connection to a platform.” C Calvin Guyer CEO, QualiTru Sampling Systems Reddrop Group · Sage 300 “Now, having one single data warehouse, Reddrop Group can trust their unified data and instantly get access to up-to-date data when they need it.” H Harrison Wood Finance Manager, Reddrop Group Smiffy's · Dynamics NAV “Having that one system where we can pull all the data through and push them into Power BI reports is really handy for the business, as they’re all effectively looking at the same thing - the same data with the same filters.” R Rob Davidson Former Head of Reporting Staysure Insurance · Sage X3 “Zap is having a positive impact on our financial reporting process. It is a quick, reliable solution, that is enabling us to streamline our processes and release time within Finance to focus on more Added-Value activity.” A Alan Ridler Systems and Project Accountant, Staysure Insurance Super Store Industries · Dynamics AX “I felt like I could see data just falling onto the floor - there was so much information being captured but not being used effectively.” D David Armentrout Sr IT Manager, Manufacturing Systems Trader House “Zap has given us the ability to take a step back and think about what information our people need — and build a tailored reporting environment to deliver this. Zap has made the data collection and collation process smoother, easier, and more accurate.” K Katie Wright Financial Reporting and Strategic Development Manager CBCo Brewing “Prior to implementing Zap Data Hub, our ability to evaluate business performance was very limited. Today we're equipped with knowledge and accessible and timely data, making us extremely happy with both the product and our level of service.” K Kirstie Jenkin Business Systems Manager Convivio “We needed a tool that would be used to 'urbanize' data in our information systems and was simple to maintain. Zap Data Hub delivers on both counts. It's smart, ergonomic, and modern. We also selected Zap because of the follow-up and the credibility of their staff.” Y Yannick Huo Chao Huan IT Project Manager Esri UK “Zap Data Hub is a quick, clever, simple way of standing up a data warehouse with all the transformations and joins done automatically!” C Chris Greaves Customer Insights Manager --- # A. J Wells & Sons Case Study | Zap URL: https://www.zapbi.com/success-stories/aj-wells/ Discover how A. J Wells & Sons enhanced their reporting capabilities with Syspro and Zap Data Hub BI tools. Read the full case study for insights on achieving clean, unified, and accessible reporting. ← Success Stories A. J Wells & Sons Customer story ## A Sign of Better Data Zap Data Hub provides A. J Wells & Sons with clean, unified and easily accessible reporting between Syspro and Power BI “We were previously using Crystal Reports. One of our finance team had learned Crystal inside out and was the only one really who could really build reports. So skills were siloed but also you’d often get a great report built out, but when you needed the same info in an Excel spreadsheet, it could take half a day of reformatting!” Rob Holgate , Head of Finance, A. J Wells & Sons Customer Success Story ### A. J Wells & Sons A. J Wells is a privately-owned, family-controlled business focusing on the design and manufacture of high quality stoves. It also manufactures vitreous enamel products and imports fair trade tiles and pumice chimney. It began in 1972 as a small engineering business on the Isle of Wight and has grown from the original three staff to over 100, now occupying a factory of over 50,000 square feet. Industry Manufacturing Website ajwells.co.uk Solution Syspro Requirements Unify reports across different sales inputs and make financial reporting more straightforward, to support decision-making and detect trends. Data sources Syspro, Microsoft Dynamics CRM, Excel, Power BI Book a demo Download PDF ### Challenge A. J Wells had been using Syspro for almost a decade and a half and from the manufacturing and planning point of view it was excellent. When Holgate joined the company, however, he noticed some difficulty in getting information out quickly, financial reporting and being able to spot (and substantiate) trends. Coupled with the lack of a dedicated financial director, the system wasn’t anywhere as flexible or adaptable as the business required. Different sales executives were putting information in using different methods so the CRM system didn’t quite agree with the accounting system. Holgate found Zap Data Hub by Googling. He faced the task, as a new member of staff, of having to tell senior management that their existing systems were not up to scratch and persuading them to spend money on a replacement. “A. J Wells has been using Syspro as its ERP since 2005. They’ve found it works very well from the manufacturing point of view, and planning all your production. Though they did have a challenge in getting financial reporting out quickly, and being able to spot trends. They had a very good gut feeling for the business, but the actual data to back up the gut feeling was always very difficult to get to. I started to look around, we looked at Power BI, connecting the tables, and I just did a Google search for Syspro, Power BI and Zap came up!” — Rob Holgate, Head of Finance ### Solution Prior to implementing Zap, Holgate embarked on an in-house data warehouse build, and using his own skill to interrogate the Syspro system for financial reports. But he quickly hit a proverbial brick wall, not because of skill but because of the time it was taking. It was then that he called in Zap to bring automation to the process. “Being able to demonstrate extra information, extra trends that the business had never looked at or viewed before — that was the primer to realising that we need to go with a proper system, and that’s why we ended up with Zap.” — Rob Holgate, Head of Finance Zap Data Hub quickly built out the data warehouse and integrated all relevant data sources, although Holgate doesn’t regret trying the in-house route first as it did get him into the habit of getting data in and out of any system cleanly and tidily. The company adoption of Zap Data Hub solved their data management and analytics problems immediately. The result is a better business with high quality information about which parts are yielding the most profit. “As much as I enjoy building reports and the challenge of doing that, the real challenge is to spend more time looking at the data rather than building the reports! Initially at A. J Wells, it took so much effort to get the right data that people had lost energy by the time it came to interpretation. Or the end user was coming back with small amends which lead whoever had spent three days assembling the data to pulling their hair out! Whereas now, now we can have the data there: it’s good, it’s clean, it’s consistent. It’s on a timely basis. We can actually spend our energies looking at the data, and looking at the trends. And then being able to make the business decisions based on that.” — Rob Holgate, Head of Finance #### Partnership highlights - A clean view shared by all — Previously if information was needed it was a matter of asking an accountant, who would take days to come back with answers. Information is now available within minutes. - Better reporting and insights — Previously a high turnover client might be regarded as profitable by default; superior reporting has demonstrated that some of these are, for example, buying only twice a year when there is an offer or discount available, and yielding little profit as a result. - Data syncs much more quickly and easily than it did when using Microsoft Dynamics and Syspro. ### Meet more of our customers Alley-Cassetty · Syspro Laying the Foundation for Smarter Decisions Read their story in2food · Syspro From Spreadsheets to Strategic Insights Read their story AML Foods · Sage 300 Smarter Insights, Stronger Business Read their story ### See what Zap can do with your Syspro data. Book a demo --- # Alley-Cassetty Case Study | Zap URL: https://www.zapbi.com/success-stories/alley-cassetty/ Discover how Alley-Cassetty, a 146-year-old building materials leader, revolutionised its financial reporting with Zap Data Hub for Syspro. Achieving a 90% reduction in reporting time, real-time insights, and automated processes, Alley-Cassetty has transformed decision-making and operational efficie ← Success Stories Alley-Cassetty Customer story ## Laying the Foundation for Smarter Decisions How Alley-Cassetty built a data-driven future with Zap 90% reduction in reporting time 100% data accuracy “I was underwater. It took me a full week to prepare financials, and even then, the reports weren’t digestible or actionable.” Bill Westman , Chief Financial Officer, Alley-Cassetty Customer Success Story ### Alley-Cassetty Alley-Cassetty is a 146-year-old, family-owned business specialising in brick, block, and stone distribution and manufacturing. As the market leader in Middle Tennessee, the company operates 14 yards, six manufacturing locations, and a fleet of over 115 vehicles. Industry Building Materials, Distribution Website alley-cassetty.com Solution Syspro Book a demo Download PDF ### Challenge For over a century, Alley-Cassetty has built its reputation on quality products and reliable service. However, as the business expanded and operations became more complex, the company faced growing challenges in managing financial data and reporting. With multiple cost centers spanning two separate companies, financial reporting had become an increasingly difficult and time-consuming process. The finance team relied on manual processes that involved pulling data from various systems, consolidating it in spreadsheets, and generating static PDF reports. This approach resulted in delays, inconsistencies, and a lack of real-time insights, making it difficult for decision-makers to respond swiftly to changing business conditions. Recognizing the need for a more sophisticated solution, Alley-Cassetty began exploring options for modernising its data management and analytics capabilities. The goal was to replace manual reporting with an automated system that would not only save time but also improve accuracy, accessibility, and strategic decision-making. After evaluating several options, Alley-Cassetty chose to implement Zap’s data automation and analytics platform, which promised seamless integration with their existing Syspro ERP system. Before implementing Zap, Alley-Cassetty encountered several operational hurdles that slowed down financial reporting and decision-making: - Time-consuming manual reporting — Monthly financial reports took an entire week to prepare, requiring finance staff to extract data manually and consolidate information across multiple cost centers. - Limited data accessibility — Executives and department heads received static PDF reports that lacked interactive features, making it difficult to drill down into financial insights or analyze trends. - Outdated and inconsistent data — The reliance on static queries and spreadsheets meant that reports did not automatically update when new warehouses or product lines were added, leading to discrepancies in reporting. - Inefficient sales commission reporting — The finance team spent three full days calculating sales commissions manually, followed by additional weeks of reconciliation and adjustments. - Lack of real-time insights — Business leaders had to make critical decisions based on outdated data, limiting their ability to respond quickly to financial trends and operational changes. ### Solution To address these challenges, Alley-Cassetty implemented Zap’s data automation and analytics platform, seamlessly integrating it with their Syspro ERP system. The solution delivered a range of key benefits: - Automated financial reporting — Reports that previously took a full week to compile are now generated in real time, reducing administrative burden and improving accuracy. - Interactive dashboards — Leadership teams now have instant access to key financial and operational data via dynamic, interactive dashboards that allow for deep analysis and real- time decision-making. - Automated sales commission reports — What once required three days of manual effort is now calculated and distributed automatically by the second day of each month, significantly improving efficiency and accuracy. - Exception-based reporting — Real-time alerts flag unmapped GL accounts and other data inconsistencies, ensuring that reports are fully accurate before they are shared with stakeholders. - Enhanced accounts receivable tracking — The finance team now receives automated reports on overdue payments, allowing them to proactively manage credit risk and improve cash flow. Company Summary Report Dispatch Map #### A more dynamic solution in action A key example of Zap’s impact was on sales commission reporting, a historically time-intensive process. Previously, Bill Westman, CFO, would spend three days manually extracting and reconciling data. If discrepancies were found, the process would take even longer, delaying financial reporting. With Zap’s automation, by the morning of the second day of the month, the report is ready without any manual intervention. This shift has freed up valuable time, ensuring accuracy and reducing stress across the finance team. Another example is proactive credit management. Before Zap, managers were often caught off guard when customers were placed on credit hold. Now, with automated alerts 15 days in advance, teams can act pre-emptively, securing payments and preventing business disruptions. Additionally, Alley-Cassetty’s finance team has been able to reallocate time saved from manual data entry to more strategic activities, such as forecasting, budgeting, and financial planning. The automation of routine tasks has enabled the company to shift its focus from merely reporting past results to proactively shaping the future. ### Outcome The implementation of Zap delivered transformational results for Alley-Cassetty: - 90% reduction in reporting time – Monthly financials that previously required a week of effort are now completed at the click of a button. - 100% data accuracy – Automated exception reporting ensures complete data integrity, reducing errors and inconsistencies. - Faster decision-making — Executives can now review up-to-date financial performance every morning, allowing for agile and informed decision-making. - Sales efficiency gains — The ability to track dormant customers through automated reports has empowered the sales team to proactively re-engage past clients and drive revenue growth. “We wake up every morning to real-time insights instead of scrambling through outdated reports.” — Patrick Spear, Chief Operating Officer, Alley-Cassetty #### Seamless integration & scalable growth One of the most significant advantages of Zap was its ease of implementation and scalability: - No IT team required — With no internal IT department, Alley-Cassetty found Zap’s user-friendly interface intuitive, allowing the finance team to self-manage reports and dashboards. - Customizable and flexible — The CFO and finance team can now build and modify reports on demand, tailoring insights to specific business needs. - Future-proof analytics — Alley-Cassetty is leveraging Zap’s predictive analytics capabilities to develop models for inventory planning, customer retention, and operational optimization. #### Looking ahead - future vision With Zap’s successful implementation, Alley-Cassetty is now looking to expand its analytics capabilities: - Predictive inventory management — Using AI-driven analytics to anticipate product demand, helping to optimize stock levels and reduce excess inventory. - Deeper sales insights — Refining customer segmentation and sales forecasting for more personalized engagement and targeted growth strategies. - Operational efficiency improvements — Exploring automation in fleet management and logistics to enhance delivery efficiency and reduce costs. By implementing Zap, Alley-Cassetty has transformed its financial reporting process from a labor-intensive, manual task into an automated, real-time decision-making system. The company now operates with greater confidence, efficiency, and insight, positioning itself for continued success and growth in an increasingly competitive market. “Before Zap, reporting was a painful, manual process. Now, we have real-time data at our fingertips, allowing us to move faster and make smarter decisions.” #### Partnership highlights - 90% reduction in reporting time – Monthly financial reports that once took a full week to compile are now generated instantly, freeing up valuable time for strategic decision-making. - Increased interdepartmental alignment — Zap centralized key metrics, providing a single source of truth across departments. - Empowered teams with self-service reporting — Modeller and reporter communities now manage their own data, increasing efficiency. ### Meet more of our customers A. J Wells & Sons · Syspro A Sign of Better Data Read their story in2food · Syspro From Spreadsheets to Strategic Insights Read their story AML Foods · Sage 300 Smarter Insights, Stronger Business Read their story ### See what Zap can do with your Syspro data. Book a demo --- # AML Foods Case Study | Zap URL: https://www.zapbi.com/success-stories/aml-foods/ Discover how AML Foods, a leading Bahamian grocery retailer, partnered with Zap’s SD&A to unlock $5 million in working capital, streamline reporting, and gain actionable insights. ← Success Stories AML Foods Customer story ## Smarter Insights, Stronger Business The data transformation of AML Foods with Sage Data & Analytics $5 Million Liquidity Boost “SD&A gave us the competitive edge we needed to outpace our market. From reducing inventory by $5 million to streamlining board pack preparation, Zap’s been a game-changer for AML Foods.” Davette Lightbourne , Chief Financial Officer, AML Foods Customer Success Story ### AML Foods AML Foods is a publicly traded grocery retailer operating in The Bahamas, with nine locations spanning three islands. In addition to their grocery business, they manage the Domino’s Pizza franchise in the region. AML Foods is committed to growth and innovation, seeking ways to set themselves apart in a competitive market. Industry Food & Beverage Website amlfoods.com Solution Sage 300 Book a demo Download PDF ### Challenge When Davette Lightbourne joined AML Foods as CFO, she recognized an opportunity to expand the business’s use of data to drive decision-making and unlock additional value. Key information was stored across financial systems, point-of-sale (POS) systems, and logistics software. While these systems supported reliable financial reporting, they also presented a challenge - to consolidate this data and uncover deeper insights into the drivers behind the business’s performance. “We produced quality financial statements, but we wanted to dig deeper,” Davette explained. “Our goal was to understand the patterns and trends that could help us make smarter decisions and maximize our potential.” Recognizing the untapped potential of their data, AML Foods decided to take a proactive approach. By deploying Sage Data & Analytics, by Zap, they aimed to leverage technology to modernize operations, streamline processes, and establish a competitive edge in their market. AML Foods sought to enhance their ability to make data-driven decisions and improve operational efficiency. One key challenge was the fragmentation of data across multiple systems, which required significant time and effort to compile and analyze. For example, preparing board materials for quarterly meetings involved a highly manual process. Davette and her team spent up to a week gathering and updating data across various sources to create comprehensive reports and presentations. While the results were thorough, the process consumed valuable time that could be better spent on strategic planning. Additionally, the company recognized an opportunity to go beyond traditional financial reporting. By integrating and analyzing data from logistics, retail POS, and financial systems, they hoped to gain insights into metrics such as days on hand, inventory turnover, and sales trends. These insights would empower AML Foods to optimize inventory, better understand customer behavior, and respond more proactively to market demands. ### Solution AML Foods partnered with Zap to unify their data systems and create a centralized platform for reporting and analytics. Starting with Sage 300, they gradually integrated other systems, including POS and logistics applications, to deliver a comprehensive view of the business. SD&A’s user-friendly platform allowed AML Foods to hit the ground running with minimal disruption. “I’m not a coder or programmer; I’m an accountant. But I could easily follow along in the demos. It wasn’t a huge learning curve, which was really important for me.” — Davette Lightbourne, Chief Financial Officer, AML Foods - Consolidated Insights: Unified data sources into a single platform, offering a 360-degree view of operations - Automated Reporting: Board pack preparation, which previously took a week, was reduced to minutes by creating automated reports that updated in real-time. - Exception-Based Alerts: SD&A enabled proactive management by generating daily alerts for critical issues, such as low inventory levels or operational errors. - Inventory Optimization: By analyzing data on days on hand and product movement, AML Foods prioritized fast-moving products, identified items sitting idle, and optimized stock levels across multiple locations. ### Outcome AML Foods’ partnership with SD&A transformed their operations, delivering measurable outcomes while establishing a strong competitive edge in the Bahamian retail market: - $5 Million Liquidity Boost: By leveraging insights into key metrics such as days on hand and inventory turnover, AML Foods optimized stock levels, reducing inventory by 20% and freeing up $5 million in working capital. - Proactive Management: Exception-based reporting allowed the team to transition from reactive problem-solving to proactive decision-making. Automated daily alerts flagged low stock levels and operational issues, ensuring timely action and minimizing disruptions. - Streamlined Reporting: Automating board pack preparation reduced the process from one week to minutes. This efficiency freed up significant time for strategic priorities and improved accuracy across reporting. - Customer Insights: Enhanced visibility into customer trends and behaviors enabled AML Foods to identify profitable segments, laying the groundwork for loyalty programs and targeted marketing initiatives. - Improved Operational Efficiency: Centralizing data from financial, POS, and logistics systems eliminated redundancies, reduced manual tasks, and enabled smarter resource allocation across the business. “We’ve really transitioned into somewhat of an exception-based reporting system. Every day, we get alerts on the exceptions. For example, if there was an error in our inventory receiving, it immediately shoots out to the team. They wake up, and the report is in their inbox.” — Davette Lightbourne, Chief Financial Officer, AML Foods Through SD&A, AML Foods unified its data and unlocked actionable insights that not only improved efficiency but also provided the agility and foresight needed to remain competitive. By embracing data as a strategic asset, AML Foods has redefined its approach to operations, using insights to improve efficiency, optimize resources, and gain a competitive advantage. “SD&A gave us the competitive edge we needed to outpace our market. From reducing inventory by $5 million to streamlining board pack preparation, Zap’s been a game-changer for AML Foods.” — Davette Lightbourne, Chief Financial Officer, AML Foods #### Partnership highlights - $5 Million Liquidity Boost: Inventory optimization unlocked significant working capital. - Time Savings: Automation transformed reporting, cutting preparation time dramatically. - Seamless Integration: Zap’s onboarding process ensured AML Foods could gradually expand their use of the platform without disruption. - Ease of Use: Even without a technical background, the AML team can create custom reports and dashboards independently. ### Meet more of our customers Reddrop Group · Sage 300 A Fresh Take On Produce Read their story A. J Wells & Sons · Syspro A Sign of Better Data Read their story Alley-Cassetty · Syspro Laying the Foundation for Smarter Decisions Read their story ### See what Zap can do with your Sage 300 data. Book a demo --- # Beavertown Brewery Case Study | Zap URL: https://www.zapbi.com/success-stories/beavertown-brewery/ Discover how Beavertown Brewery streamlined data processes, improved reporting efficiency, and empowered teams with Zap Data Hub’s seamless SAP B1 integration. Read the full case study to learn more. ← Success Stories Beavertown Brewery Customer story ## From Grains to Gains in Data How Beavertown Brewery mastered their reporting with Zap Data Hub “Zap’s integration with SAP B1 has ensured alignment across departments, reducing conflicting versions of truth and improving decision-making.” Max Smith , Data and Analytics Manager, Beavertown Brewery Customer Success Story ### Beavertown Brewery Beavertown Brewery, based in London, United Kingdom, is a renowned craft beer producer that has carved a niche in the highly competitive beverage industry. With rapid growth in both revenue and workforce, the company has scaled significantly, employing approximately 220 people today. Industry Craft Beer, FMCG Website beavertownbrewery.co.uk Solution SAP Business One Book a demo Download PDF ### Challenge As Beavertown transitioned from a small to mid-sized company, the complexities of managing and analyzing operational and commercial data began to grow. The brewery’s existing systems, primarily SAP Business One (SAP B1), held valuable transactional information, however, these insights were difficult to extract, leading to inefficiencies. Before adopting Zap Data Hub, reporting relied heavily on manual processes using SQL queries, Excel files, and shared drives, creating bottlenecks and inconsistent data. Max Smith, Data and Analytics Manager at Beavertown, is part of the D&T team that inherited this fragmented ecosystem. He describes the pre-Zap environment as one where essential business units - such as sales, supply chain, and finance, were often conflicted on key metrics such as production efficiency and sales performance. This led to inefficiencies, with different departments working from isolated versions of the truth, resulting in data misalignment and protracted decision-making. The rapid growth of Beavertown’s operations intensified the need for reliable data management. With their small team expanding to over 240 employees, disconnected datasets and outdated reporting methods introduced significant delays, making it harder to keep up with the pace of operations. Beavertown needed to automate manual processes, consolidate data across the organization, and ensure alignment between departments. Additionally, critical reports, such as those for specialist tax reporting and regulatory traceability, relied on complex SQL queries developed by former employees. This created a technical bottleneck, while a lack of documentation made it difficult for new analysts to work with these queries, increasing the risk of errors and slowing down operations. In regulated industries like Food & Beverage, and Pharmaceuticals, traceability is crucial - companies must track raw materials from production to customers, with annual audits ensuring compliance. ### Solution Beavertown implemented Zap Data Hub to streamline data flows, automate processes, and improve reporting efficiency. During the implementation phase, Max Smith and his team collaborated with Zap’s consultants to train internal modellers - one for each department - on how to create data pipelines and load necessary information into the semantic layer. Over 12 weeks, the core model was built from scratch, meeting Max’s expectations for a pre-Xmas rollout. #### Centralized data for master accuracy Zap integrated seamlessly with SAP B1, consolidating customer and product data into a single source of truth. This ensured consistency across departments like finance, logistics, and sales. Teams could now access unified records for barcodes, weights, and pallet configurations, eliminating errors and improving collaboration. #### Streamlined sales reporting Beavertown created an “In-Flight Sales” dashboard, providing a mid-month view of sales performance, comparing actuals against annual plans and revised forecasts. Updated twice daily, it enabled teams to quickly identify trends, adjust strategies, and optimize channel performance. #### Production insights & compliance Production dashboards track key metrics like brew house efficiency and extract yield, helping teams improve operations and reduce waste. Traceability tools enable the identification of raw materials used in specific batches, streamlining root cause analysis and ensuring compliance with industry standards. #### Empowered teams & adoption Zap’s self-service capabilities allowed teams to create their own reports, reducing reliance on technical staff. With 50 active users weekly, reports became widely accessible, and user activity dashboards ensured focus on impactful tools. Sales Volume User Activity ### Outcome The implementation of Zap Data Hub has transformed Beavertown Brewery’s approach to data management. The brewery now enjoys improved operational and commercial visibility, faster decision-making, and a reduction in data inconsistencies. With robust data governance, teams can trust the accuracy and integrity of their data, making it impossible to return to the previous fragmented processes. “Zap has unlocked horizontal expertise within Beavertown by enabling each team to generate their own reports, removing the need for intermediaries.” — Max Smith, Data and Analytics Manager, Beavertown Brewery By empowering departments to self-serve their reporting needs, Zap has not only eliminated bottlenecks but also helped foster a culture of data-driven decision-making across the organization. Looking ahead, Beavertown sees potential in expanding their use of Zap with deeper Power BI integration, further future-proofing their data strategy as the company grows. “Zap’s integration with SAP B1 has ensured alignment across departments, reducing conflicting versions of truth and improving decision-making.” — Max Smith, Data and Analytics Manager, Beavertown Brewery #### Partnership highlights - Increased interdepartmental alignment — Zap centralised key metrics, providing a single source of truth across departments. - Empowered teams with self-service reporting — Modeller and reporter communities now manage their own data, increasing efficiency. - Automated processes and workflows — Seamless integration with Power Automate and Zap’s email automation reduced manual reporting tasks. ### Meet more of our customers A. J Wells & Sons · Syspro A Sign of Better Data Read their story Alley-Cassetty · Syspro Laying the Foundation for Smarter Decisions Read their story AML Foods · Sage 300 Smarter Insights, Stronger Business Read their story ### See what Zap can do with your SAP Business One data. Book a demo --- # in2food Case Study | Zap URL: https://www.zapbi.com/success-stories/in2food/ Discover how in2food, a leading food manufacturer, replaced manual spreadsheets with real-time insights using Zap Data Hub and Syspro. Faster decisions, streamlined reporting, and scalable growth. ← Success Stories in2food Customer story ## From Spreadsheets to Strategic Insights How in2food transformed their financial reporting with Zap Data Hub “For Syspro customers experiencing reporting challenges, Zap is essentially plug-and-play. Within eight weeks, we had working balance sheets, and income statements across our multiple databases.” Trevor Goble , Group Information Systems Manager, in2food Customer Success Story ### in2food in2food is a specialized food manufacturing business formed in December 2010. With ten manufacturing facilities across South Africa, the company produces bespoke food products primarily for a major national retailer. in2food also services the local industrial and food service market while also servicing some export customers. Industry Food Manufacture Website in2food.com Solution Syspro Book a demo Download PDF ### Challenge Through a series of acquisitions between 2010 and 2018, in2food grew to incorporate approximately 15 different businesses, each with its own established systems and reporting methods. This created significant challenges for consolidated reporting and business intelligence. In 2018, Trevor Goble, who had joined the company in 2011 in a financial role and later moved to procurement, was appointed as Group Information Systems Manager with a mandate to standardize the company’s disparate systems. “When we consolidated the businesses, we were dealing with numerous legacy systems across our facilities,” explains Goble. “Some were basic systems with minimal support, while others were more advanced but incompatible with each other, creating significant reporting challenges.” The company faced several critical challenges that hindered operational efficiency: - Disparate ERP Systems - Each acquired business operated on different platforms, making consolidated reporting extremely difficult. - ERP Standardization Need - in2food recognized that to achieve operational consistency and efficiency, they needed to standardize on a single ERP platform across all facilities. - Manual Reporting Processes - Financial and operational reporting required extensive manual work in Excel spreadsheets, leading to delays and potential errors. - Delayed Decision-Making - When executives needed critical business data such as inventory levels or accounts receivable aging, it could take up to a week to compile this information, by which time it was already outdated. - Limited Data Visibility - Without standardized reporting, gaining insights across multiple facilities was virtually impossible, hampering strategic planning. ### Solution in2food’s transformation began with a strategic decision to implement Syspro across all operations. “We spent about four to six months planning the Syspro implementation. After completing the planning, we started with the implementation in February 2019 and finished in March 2020, just before COVID-19 hit,” says Goble. “We completed eleven manufacturing site implementations in 12 months.” With a standardized ERP foundation in place, the company needed a comprehensive reporting solution. After evaluating several options, including data warehouses and data lakes, in2food selected Zap Data Hub based on its integration capabilities with Syspro and quick implementation potential. “It changed the conversation. Information that used to take a week to compile is now live, enabling more informed decisions across all our facilities.” — Trevor Goble, Group Information Systems Manager “Through our Syspro partner, which was then Plan-IT (now Liquid ERP), Zap was brought to the table,” Goble explains. “After numerous discussions and board presentations, we decided to implement it.” The Zap implementation timeline was remarkably accelerated. Approval was granted on December 24th, with a go-live target of March 1st - just over two months later. Despite this aggressive timeline, the implementation was successful, allowing the company to launch its new financial year with the solution in place. ### Outcome The implementation of Zap delivered immediate and significant benefits: - Transformed Decision-Making - “It changed the conversation,” notes Goble. “If you were to ask ten operations managers for their debtors aging or inventory values, it would take a week to get the answer, and then it was already a week old. Now that information is live, enabling more informed decisions.” - Enhanced Operational Agility - When faced with supply chain challenges, like worldwide shortages, in2food can now quickly analyze inventory across all facilities, assess consumption rates based on bills of materials, identify potential shortfalls, and adjust production accordingly. - Improved Working Capital Management - The solution provides real-time visibility into debtors aging, creditors aging, inventory aging, and cash flow, allowing for more effective financial management. - Streamlined Reporting - Weekly and monthly reporting that previously required extensive manual compilation can now be generated automatically, with the ability to drill down into detailed expenses across multiple sites. This also enabled in2Food to make significant improvements on reporting deadlines. - Standardized Analytics - With a consistent chart of accounts and reporting methodology across all facilities, the company now has reliable comparative data for performance analysis. “Zap fundamentally transformed our decision-making process by providing immediate access to critical business data. Where we once spent weeks compiling information that was already outdated, we now have real-time insights across all our facilities. For manufacturers with complex operations like ours, having this level of visibility isn’t just convenient - it’s a competitive necessity in today’s fast-moving market.” — Trevor Goble, Group Information Systems Manager #### Seamless integration & scalable growth The implementation process exceeded expectations in terms of speed and effectiveness. The company ran parallel systems for a few weeks until the team reached the right comfort level, then turned off the Excel-based reporting and continued with Zap. This smooth transition demonstrated the solution’s user-friendly nature and robust integration capabilities. Since implementation, in2food has continued to expand its use of Zap beyond finance. “It’s used at the executive layer and operational management layer. We’ve incorporated additional data sources and databases to enhance our reporting,” notes Goble. “Our commercial team uses it quite extensively from a sales perspective.” The solution’s scalability has allowed in2food to adapt to changing business needs while maintaining reporting consistency across its operations. #### Reporting in action The transformation from fragmented, manual reporting to a unified, automated business intelligence platform has fundamentally changed how in2food operates. Decisions that once took days or weeks can now be made promptly with complete, accurate information. The standardization of systems and reporting has created a foundation for more strategic business management and growth. Looking to the future, in2food continues to explore additional capabilities, including Power BI integration for enhanced visualization and mobile access. The company is also excited about Zap’s upcoming Excel add-in functionality, which promises to further enhance their reporting capabilities. #### Partnership highlights - Increased interdepartmental alignment — Zap centralized key metrics, providing a single source of truth across in2food’s ten manufacturing facilities, ensuring consistency in financial and operational reporting. - Empowered teams with self-service reporting — Executive, finance, and sales teams now manage their own data needs, accessing critical business information without relying on IT or manual data compilation. - Automated processes and workflows — Integration with Syspro ERP created a seamless data environment that eliminated the need for manual spreadsheet compilation, dramatically reducing reporting time and improving data accuracy. ### Meet more of our customers A. J Wells & Sons · Syspro A Sign of Better Data Read their story Alley-Cassetty · Syspro Laying the Foundation for Smarter Decisions Read their story AML Foods · Sage 300 Smarter Insights, Stronger Business Read their story ### See what Zap can do with your Syspro data. Book a demo --- # Kindeva Case Study | Zap URL: https://www.zapbi.com/success-stories/kindeva/ Kindeva overcame data integration challenges with Zap's solutions, streamlining D365 Finance and Operations with Power BI. Discover how a unified data strategy enabled consistent, quality reporting. Learn more. ← Success Stories Kindeva Customer story ## A Prescription for Better Data How a global giant in the pharmaceutical industry streamlined its complex data through the power of Zap Data Hub “We use Zap and our Power BI provisioning to ensure that everybody has the same consistent data that has our stamp of approval on it qualitywise.” Sonia Keeney , Director of Data Enablement Customer Success Story ### Kindeva Industry Pharmaceutical, Manufacturing Website kindevadd.com Solution Dynamics 365 F&O Book a demo Download PDF ### Challenge Kindeva faced significant challenges in managing and integrating its vast amounts of data. These challenges were identified by Sonia Keeney, the Director of Data Enablement, upon her arrival at Kindeva. The primary issues included: - Data complexity barriers - Disparate systems - A team in desperate need of solutions Sonia’s complex struggles while attempting to integrate Kindeva’s D365 Finance and Operations with Power BI exposed a crucial need to streamline the company’s processes for unifying data sources. For the company to deliver on their extensive business reporting requirements, they needed a unified stream of consistent, trusted, quality data. Due to a lack of communication between disparate data systems, different teams were simultaneously building similar reports with conflicting results, making it impossible to reconcile the data successfully. When asked about the company’s state, Sonia said, “Our company is rapidly evolving, and with that comes a need for quality, consistent data.” Kindeva needed a true partnership and collaborator to provide support and solutions to effectively address its increasing challenges in data management and reporting. This enhanced system allows it to govern its data and adjust its strategies in a timely fashion. ### Solution Zap Data Hub provided Sonia’s team at Kindeva with a user-friendly interface that allowed them to unify their D365 F&O data with their existing in-house systems to create a streamlined, centralized collection of trusted information. Zap’s easy-to-use software empowered these relatively new but passionate data engineers, which allowed them to quickly review and manipulate fields, identify blanks and unique codes, and perform the simple steps necessary to create comprehensive reports and dashboards in Power BI. Sonia can attest that Zap Data Hub has already proven effective in supporting the unification of data and advanced reporting capabilities at Kindeva. Her team can now provide accurate, detailed, high-quality reports for their business stakeholders without fear of inconsistent results. “We use Zap and our Power BI provisioning to ensure that everybody has the same consistent data that has our stamp of approval on it quality-wise.” — Sonia Keeney, Director of Data Enablement Continued support from the Zap team empowers Kindeva Drug Delivery to take their business to the next level through enhanced reporting capabilities and unified, high-quality, consistent data. ### Outcome - Unifying Multiple Data Sources: With the newfound ability to unify data from numerous sources, Kindeva has a centralized information hub connecting various APIs, Excel, and ERP data from D365 F&O and Power BI organized on Zap’s user-friendly platform. - Improved Data Quality, Consistency, and Visibility: Enhanced visibility and clarity of the data allow a deeper understanding of the information, facilitating easier identification of relevant information when compiling reports. This centralized source of trustworthy data has helped the team analyze their data more effectively, allowing them to generate tailored, detailed reports for stakeholders. - Enhanced, Automated Reporting Designed to Support Business: Kindeva can now automatically generate, schedule, and deliver detailed reports packed with valuable insights to business stakeholders. These expanded reporting capabilities allow for improved scalability and flexibility to accommodate ever-evolving needs. ### Meet more of our customers A. J Wells & Sons · Syspro A Sign of Better Data Read their story Alley-Cassetty · Syspro Laying the Foundation for Smarter Decisions Read their story AML Foods · Sage 300 Smarter Insights, Stronger Business Read their story ### See what Zap can do with your Dynamics 365 F&O data. Book a demo --- # Kookaburra Sport Case Study | Zap URL: https://www.zapbi.com/success-stories/kookaburra-sport/ Discover how Kookaburra Sport improved financial reporting by adopting Sage Data & Analytics powered by Zap. Read the case study on streamlined operations and enhanced data accuracy. ← Success Stories Kookaburra Sport Customer story ## A Game Plan for Better Reporting How a staple Australian sports brand streamlined consolidated financial reporting with Sage Data & Analytics “We knew SD&A was a good tool, and once implemented, it met all of our expectations. The consolidation is seamless, the reports are reliable, and the integrity of the data is significantly improved, giving us the clarity we needed to make informed decisions.” Stuart Cummins , Financial Controller, Kookaburra Sport Customer Success Story ### Kookaburra Sport Kookaburra Sport, supported by Sage X3 partner, CitySoft, is a leading Australian sports footwear, apparel and equipment company, renowned for its world-class cricket, football and hockey products. Founded in 1890 and headquartered in Melbourne, Australia, Kookaburra has a rich history in producing high-quality sporting gear, notably market leading ball production across cricket, hockey and AFL footballs, and producing cricket bats, hockey sticks, protective equipment, footwear and apparel servicing athletes from grass roots to the elite across cricket, hockey and football. Industry Sports, Apparel Website kookaburrasport.com.au Solution Sage X3 Book a demo Download PDF ### Challenge Kookaburra Sport was facing significant challenges in consolidating its financial data across multiple entities. With operations spanning Australia, New Zealand, India, and the UK, the organization needed timely, accurate, and consolidated financial reporting. Prior to engaging with Zap, Kookaburra relied on a highly manual, fragmented process, using Excel and a third-party reporting tool that was not up to the task, leading to delays and inconsistencies in presenting financial reports to management. Following significant staff turnover in the finance team, the company struggled to produce consolidated financial statements. Despite using Sage X3 ERP, the existing reporting processes were ineffective in delivering consolidated financial data in the group’s functional currency, AUD, and had difficulties explaining variances between local and group ledger balances. Enter Financial Controller, Stuart Cummins, and Functional Consultant, Surender Sharma. Upon joining Kookaburra, they inherited several challenges: - Inconsistent Consolidated Reporting: Kookaburra was unable to produce consolidated financial statements in a timely manner. Individual entity results were presented in local currencies without consolidation to the group’s reporting currency, AUD, which created a substantial gap in management’s ability to make informed business decisions. - Fragmented Data and Tools: The company relied on a mixture of reporting tools, including a third-party software package not capable of meeting their needs, and Excel, which only compounded reporting delays. The previous system also applied informal exchange rates to consolidate results, further complicating data accuracy. - Complex Custom Reporting Needs: A specific requirement for a bespoke profit and loss (P&L) report - where certain general ledger (GL) accounts and cost center combinations needed to be mapped above the gross margin line - proved challenging and highlighted the limitations of the existing tools. ### Solution Stuart and Surender, familiar with Sage Data & Analytics (powered by Zap) from prior experience, quickly chose it as the solution to address these challenges. SD&A’s robust integration with Sage X3 and its ability to provide automated, real-time reporting proved crucial to streamlining their financial operations. - Automated Consolidation: By leveraging SD&A, Kookaburra can now generate consolidated financial reports directly from Sage X3, eliminating reliance on manual processes. The system’s ability to track local currency and group currency balances ensures consistency in financial data across the business. - Single Source of Truth: With Zap’s integration, Kookaburra now has a “single source of truth,” where data from multiple entities is automatically consolidated into one centralized view. This significantly improves management’s ability to see accurate, real-time data without manual intervention. - Custom Reporting: Kookaburra partnered with Zap’s professional services team to develop a bespoke P&L report tailored to the company’s specific requirements around GL account and cost center combinations. The resulting report successfully met all business needs and offered a dynamic solution for consistent month-over-month reporting. ### Outcome Sage Data & Analytics (powered by Zap) has been instrumental in transforming Kookaburra’s financial reporting process. The finance team now enjoys streamlined, automated reporting, improved data integrity, and a system capable of meeting their complex business needs. The team is confident that Zap’s capabilities will continue to drive Kookaburra’s growth and meet its evolving reporting needs. By enabling timely, accurate decision-making, SD&A has become a vital asset in Kookaburra’s financial operations, allowing the team to spend more energy on actioning and analyzing data rather than compiling reports and looking backwards. “We knew SD&A was a good tool, and once implemented, it met all of our expectations. The consolidation is seamless, the reports are reliable, and the integrity of the data is significantly improved, giving us the clarity we needed to make informed decisions.” — Stuart Cummins, Financial Controller, Kookaburra Sport #### Partnership highlights - Improved Data Integrity: SD&A provides Kookaburra with visibility into the gaps and inconsistencies in their financial data, helping the finance team address these issues proactively. - Streamlined Reporting: Consolidated financial statements, previously difficult to obtain, can now be produced in real-time, providing management with an accurate picture of the group’s performance. - Efficient and Scalable Reporting: The system allows Kookaburra to run reports by various dimensions - such as region, brand, or product - something that was challenging with the prior tools. ### Meet more of our customers Staysure Insurance · Sage X3 Cruising Towards Financial Efficiency Read their story A. J Wells & Sons · Syspro A Sign of Better Data Read their story Alley-Cassetty · Syspro Laying the Foundation for Smarter Decisions Read their story ### See what Zap can do with your Sage X3 data. Book a demo --- # QualiTru Sampling Systems Case Study | Zap URL: https://www.zapbi.com/success-stories/qualitru/ Discover how QualiTru Sampling Systems leveraged Sage Data Analytics powered by Zap Data Hub to enhance their data insights and financial reporting. Read the full case study. ← Success Stories QualiTru Sampling Systems Customer story ## Bringing Quality Control to Data SD&A by Zap provides QualiTru with automated, easy-to-access data to improve business insights and forecasts “It's very difficult to VPN into Sage and download the data and update the spreadsheets so I was looking for an online data warehouse that would solve this problem, do it automatically for me, and then allow a connection to a platform.” Calvin Guyer , CEO, QualiTru Sampling Systems Customer Success Story ### QualiTru Sampling Systems Established in 1983, QualiTru is a family-owned business located outside St. Paul, Minnesota, which manufactures sampling devices for the food industry which are then sold to businesses across 30 countries. The product allows the customer to put a hypodermic needle through a silicon membrane and take a sample from a tank or pipeline; this is then sent to a lab and tested for contamination, quality control or whatever the customer’s requirements may be. Industry Manufacturing, Quality Control Website qualitru.com Solution Sage 100 Book a demo Download PDF ### Challenge Even before the pandemic struck, CEO Calvin Guyer was working both offsite and onsite, and he’d found the company’s data source, Sage 100, was easier to manipulate onsite than off. Therefore, when he wanted to get information out of it while working from home, he would typically download data into a spreadsheet and then use pivot tables and other utilities. Not only was this time consuming, when the pandemic hit which forced him offsite even more frequently, the process became more and more inefficient. The company deployed Power BI and started looking for online data warehousing products, favoring the idea of automation of connections and flexibility. The need to update manually had to go, particularly when accessed through a slow VPN, and the case for a cloud solution had become obvious. It was at this stage that Guyer stumbled across Sage Data & Analytics. ### Solution Sage Data & Analytics appealed to him immediately because it instantly got rid of manual elements and had analytical capabilities without the need for extra coding and development. QualiTru is a family business (although Guyer is not part of the family) so the ability to update the dashboard and provide the family and other directors access to vital data about their business in real-time was key. Another benefit was the accuracy of the data, said Guyer. “Data in Sage gets a little dirty; there’s full stops, commas, mis-spelled names and other messy things.” However, thanks to the connector built into Sage Data & Analytics which enabled the data to be consistent, due to it being entered once rather than multiple times, the scope for human error was all but eliminated. The business has seen a significant improvement as a result of implementing the new system. “We were never really tracking this detail of data before – when we made sales, who we sold to, when they would be likely to buy again and what markets we were in,” said Guyer. In fact that was only the start; the company wasn’t looking at what it had sold to particular clients the previous year either, but it now has a better defined budget cycle based on facts. But this is only the start; QualiTru is able to apply analytics and forecasting to individual products and is looking at new markets and goal-setting for 2022. It’s going to be based on solid data and facts about the company’s performance – and this is thanks to deploying Sage Data & Analytics. ### Outcome - Out-of-the-box data on cash conversion cycle, days of inventory and a great many other business elements for better insight - Access to close-to-real-time reporting for family, directors and other stakeholders - Ability to forecast more confidently and make substantiated plans for business development “Thanks to Sage Data & Analytics, I’m now relieved of a lot of my ongoing reporting requirements to the board as they can simply go and view it themselves in the system real-time as and when they need to.” ### Meet more of our customers A. J Wells & Sons · Syspro A Sign of Better Data Read their story Alley-Cassetty · Syspro Laying the Foundation for Smarter Decisions Read their story AML Foods · Sage 300 Smarter Insights, Stronger Business Read their story ### See what Zap can do with your Sage 100 data. Book a demo --- # Reddrop Group Case Study | Zap URL: https://www.zapbi.com/success-stories/reddrop/ Discover how Reddrop Group transformed their data management with Zap Data Hub. By unifying their data warehouse, they gained real-time insights into wage costs, rostering efficiency, and company-wide unit cost analysis, improving cost control across store locations. ← Success Stories Reddrop Group Customer story ## A Fresh Take On Produce How a family-owned supermarket chain used the power of Zap Data Hub to better serve their customers and community “Now, having one single data warehouse, Reddrop Group can trust their unified data and instantly get access to up-to-date data when they need it.” Harrison Wood , Finance Manager, Reddrop Group Customer Success Story ### Reddrop Group The illustrious Reddrop Group was born with a single-family-owned supermarket in 1973. Over 50 years later, Reddrop has expanded to 25 stores run by over 1,250 dedicated employees. This family-owned and operated organization is committed to sustainability and drives to consistently do better for its customers and community. Michael and Tina Reddrop, the original owners, remain actively involved in the business and have entrusted their ERP system requirements to Aptus Business Solutions - one of Australia’s largest Sage partners with over 300 clients worldwide. Aptus supports them by utilizing Sage 300 as their core accounting ERP system. Industry Supermarkets, Grocery, Retail Website reddrop.com.au Solution Sage 300 Book a demo Download PDF ### Challenge Prior to their beneficial partnership with Zap, Reddrop Group faced several reporting-related challenges. The team faced countless daunting hours of manual effort when exporting reports from Sage 300 and Micropay and converting PDFs to Excel files to display necessary analytics. This wasted valuable time and resources, and as the business grew, it further complicated data integration across various sources. The process became cumbersome, increasing the risk of human error and potentially impacting accurate reporting and decision-making. Reddrop was in need of an urgent solution to their data and reporting demands in the form of an efficient, highly scalable reporting tool that would unify their data sources to more efficiently deliver meaningful analytics. ### Solution Reddrop Group’s partnership with Zap enabled the company to: - Unify Data from multiple sources such as Sage 300, Micropay, and spreadsheet based invoice data - Effectively eliminate the excessive manual data consolidation steps - Access pre-built industry standard reports and dashboards personalized with unique business insights - Build ad-hoc reports without the help of the IT team Zap Data Hub has been a game-changer for Reddrop Group, providing them a singular location to pull valuable insights into the business. “Now, having one single data warehouse, Reddrop Group can trust their unified data and instantly get access to up-to-date data when they need it.” - Harrison Wood, Finance Manager. Harrison is excited about Reddrop’s future interactions with Zap and has spearheaded their next joint venture. They are currently working on integrating the data from their timesheet application, Tanda, which will help the company improve rostering analysis and manage increasing wage costs more effectively. ### Outcome Singular, Unified Data Warehouse: Previously, Reddrop Group struggled to incorporate their vast pools of data across different platforms. Now, with one unified data warehouse, they have instant access to trustworthy date data anytime they need it. Improved Cost Control: Zap Data Hub provides an easy-to-use platform for users to access reliable, real-time reports and detailed dashboard views of wage costs, rostering efficiency, and various other cost management metrics. Company-Wide Unit Cost Analysis: As Reddrop Group has added more store locations to its portfolio, Zap has enabled the company to better validate the Group’s vast range of inventory and non-inventory invoicing at line item level, leading to more effective cost management across both individual products and broader categories and departments. ### Meet more of our customers AML Foods · Sage 300 Smarter Insights, Stronger Business Read their story A. J Wells & Sons · Syspro A Sign of Better Data Read their story Alley-Cassetty · Syspro Laying the Foundation for Smarter Decisions Read their story ### See what Zap can do with your Sage 300 data. Book a demo --- # Smiffy's Case Study | Zap URL: https://www.zapbi.com/success-stories/smiffys/ Discover how Smiffy's unified their global data with Zap Data Hub, enhancing Power BI integration and transforming their reporting process for greater efficiency and insight. ← Success Stories Smiffy's Customer story ## Seamless Data Unification A fanciful costume company partners with Zap Data Hub to unify its data and increase its sales potential “Having that one system where we can pull all the data through and push them into Power BI reports is really handy for the business, as they’re all effectively looking at the same thing - the same data with the same filters.” Rob Davidson , Former Head of Reporting Customer Success Story ### Smiffy's For nearly eight decades, Smiffy’s has built a legacy in the apparel industry. Their original claim to fame was their high-quality, high-fashion wigs and hats. Today, they have grown into a global enterprise that outfits their consumers in the fanciful costumes of their dreams. Now operating across several continents, including Australia, America, and Europe, their sales span several channels, including their own site, Amazon, and Independence. Significant volumes of sales generated extensive data, creating a need for better data management. Industry Apparel, Retail Website smiffys.com Solution Dynamics NAV Book a demo Download PDF ### Challenge Prior to partnering with Zap, Smiffy’s faced significant data-related hurdles due to disparate systems and manual data consolidation, leading to reporting inconsistencies. Over time, it became abundantly clear that there was a severe lack of integration within the disparate data systems, leading to an inability to extract meaningful insights into holistic business analysis. Phil explained, “Loads of people just had to keep exporting the raw data from Dynamics NAV, and there were different figures going around because different people sliced and diced the data in different ways.” “People could never actually understand what they were looking at, as one person might include one thing, and another would exclude it. So, there was always a difference in figures, and it was quite hard and manual to report on things.” Echoing Phil’s sentiments, Rob stated, “Another challenge pre-Zap was looking at data from different systems in a collective way. As Phil alluded, there was a lot of exporting data and not having a tool to umbrella the systems together so they could communicate. This made it difficult to look at data from one side of the business alongside data from another side and extract meaningful insights.” The exhaustive manual manipulation of inconsistent, raw data made the reporting process inefficient and prone to frequent human error. ### Solution Smiffy’s data transformation began with their partnership with Zap, who guided them in their transition from Excel to Power BI reporting through the standardization of datasets and reports. Zap Data Hub created a cohesive data ecosystem for Smiffy’s, empowering them to unify their disparate data sources and eliminate their reliance on cumbersome manual data exports. Rob expressed his approval of Zap’s methods, saying, “Having that one system where we can pull all the data through and push them into Power BI reports is really handy for the business, as they’re all effectively looking at the same thing - the same data with the same filters.” Paired with Zap Data Hub’s impressive flexibility, Smiffy’s is destined for ongoing innovations in its field thanks to the benefits of unified data sources. Zap’s unified data hub facilitated Smiffy’s transition from relational to tabular data models, which ensures seamless integration with Power BI. Users can now create ad-hoc reports without the help of IT. This level of standardized data management became a catalyst for unprecedented success for Smiffy’s. Smiffy’s success with Zap’s support inspires others to utilize their unified data hub. “As I transition to a new role, I’m considering bringing Zap Data Hub to my new company. I think the tool itself is one of the best middleware tools I’ve used in my time, and the support package that comes with it is superb.” - Rob Davidson, Former Head of Reporting. #### Partnership highlights - Standardized Data Reporting — Ensured consistent and reliable data across the organization. - Data Unification — Integrated multiple systems, reducing the need for manual exports and improving data insights. - Enhanced Power BI Integration — Enabled seamless data management and report generation, empowering users to create reports independently. ### Meet more of our customers A. J Wells & Sons · Syspro A Sign of Better Data Read their story Alley-Cassetty · Syspro Laying the Foundation for Smarter Decisions Read their story AML Foods · Sage 300 Smarter Insights, Stronger Business Read their story ### See what Zap can do with your Dynamics NAV data. Book a demo --- # Super Store Industries Case Study | Zap URL: https://www.zapbi.com/success-stories/ssi/ See how Super Store Industries optimized manufacturing efficiency with Zap Data Hub for Dynamics AX. By automating shift reports, reducing costs, and improving compliance, SSI saved $50,000 in its first month and gained real-time insights to enhance production performance. ← Success Stories Super Store Industries Customer story ## Blending Data - Boosting Performance How Super Store Industries optimized operations with Dynamics AX and Zap Data Hub $50K+ saved in the first month 30+ hrs saved monthly on shift reports 70+ data pipelines consolidated “I felt like I could see data just falling onto the floor - there was so much information being captured but not being used effectively.” David Armentrout , Sr IT Manager, Manufacturing Systems Customer Success Story ### Super Store Industries Super Store Industries (SSI) is a leading contract manufacturer and distributor in the food and beverage sector, specializing in dairy and fruit juice products. Operating a large-scale manufacturing facility spanning a few city blocks, SSI produces over 90,000 cases per 12-hour shift across nine production lines. Industry Manufacturing Solution Dynamics AX Book a demo Download PDF ### Challenge SSI recognized the need to modernize its manufacturing operations and improve data-driven decision-making. The company’s production teams relied heavily on manual reporting processes, making it difficult to gain real-time insights into performance, downtime tracking, and compliance monitoring. As part of a broader strategic initiative, David Armentrout, Senior IT Manager for Manufacturing Systems, was tasked with implementing a Manufacturing Execution System (MES) to enhance production visibility. However, traditional MES solutions proved expensive - often costing up to $1 million - prompting SSI to explore a more agile and cost-effective approach. At the same time, the finance team successfully implemented Zap Data Hub to streamline financial reporting. Seeing its impact, the operations team looked to expand Zap’s capabilities into manufacturing analytics, ensuring a unified data strategy across finance, production, and quality assurance. By using Zap Data Hub’s analytics and automation capabilities, SSI was able to integrate manufacturing data seamlessly, delivering real-time insights without requiring a costly standalone MES. SSI found several key challenges that needed to be addressed to improve operational efficiency and ensure accurate, real-time data reporting: - Manual Reporting Inefficiencies: Production teams spent up to two hours per day compiling shift reports manually, leading to delays and inconsistencies in decision-making. - Lack of On-Demand Production Visibility: Without a centralized system to track downtime and production counts, it was difficult to pinpoint operational inefficiencies and optimize performance. - Compliance & Quality Control: SSI needed a more precise system to monitor and verify product weight consistency, particularly in ice cream production, to meet strict customer contracts. - Expanding Data Strategy: With Zap Data Hub already proving successful in finance, SSI wanted to extend its use into manufacturing analytics, ensuring a single source of truth across departments. ### Solution To overcome these challenges, David led a project to expand the use of Zap Data Hub from finance into manufacturing operations. By integrating production data into Zap, SSI was able to: - Automate shift reporting , reducing manual effort while improving accuracy. - Track key performance indicators (KPIs) , such as production output, downtime reasons, and efficiency metrics. - Enhance compliance monitoring , particularly for weight consistency in ice cream production. “Within the first month, we saved more than $50,000 through better inventory management, Zap paid for itself almost immediately.” — David Armentrout, Sr IT Manager, Manufacturing Systems Through a seamless integration, Zap was configured to ingest data from production lines, MES systems, and financial sources, tracking essential factors such as downtime events, product counts, and quality control data. One of the most impactful enhancements was the introduction of weight tracking dashboards for ice cream production. By capturing and visualizing scale data within Zap, the quality assurance team could pro-actively monitor product consistency, ensuring compliance with contractual weight requirements. This feature helped reduce audit exceptions and strengthen relationships with key customers. David explained the impact of integrating MES data with Zap - “What Zap does for us is empower decision-makers to act on the data being captured on the plant floor. Without it, we’d be flying blind.” #### Sample reports Juice Production Daily Uptime/Downtime Hourly Uptime and Downtime ### Outcome By implementing Zap Data Hub, SSI realized significant cost savings, efficiency improvements, and data standardization across the organization. ##### Operational Efficiency Gains - Shift reports that previously took two hours per day are now fully automated, saving valuable time and improving accuracy. - Dashboards provide instant access to production insights, enabling faster decision-making. ##### Significant Cost Savings - Proactive inventory management reduced operational costs by over $50,000 within the first month, effectively covering the cost of the product. - The ability to identify inefficiencies in production scheduling and material usage prevents unnecessary waste and excess stockpiling. ##### Improved Compliance & Audit Readiness - Weight tracking dashboards significantly reduced audit exceptions, ensuring contract compliance with key customers. - The traceability of production data improved, allowing SSI to respond quickly to quality control inquiries. ##### Centralized & Standardized Reporting - SSI now runs with a unified data strategy, consolidating over 70+ data pipelines across finance, operations, and quality assurance. - Standardized reporting ensures all teams work from a single source of truth, eliminating data discrepancies. “Zap Data Hub has revolutionized how we use our manufacturing data - turning raw numbers into actionable insights that drive efficiency, reduce waste, and improve compliance.” — David Armentrout, Sr IT Manager, Manufacturing Systems #### Seamless integration & scalable growth The success of this transformation was not just about technology, it was about the strong partnership between SSI and Zap. ##### Seamless Data Integration - Zap was configured to pull data from multiple sources, including Dynamics AX and MES systems, creating a comprehensive analytics platform. ##### Custom Dashboards & Automated Reporting - SSI leveraged Zap’s flexibility to tailor reports for manufacturing operations, ensuring clear and actionable insights. - Automated daily shift reports are delivered via email, cutting manual data pulls and providing instant access to key performance metrics. ##### Scalability & Future Growth - SSI now has a scalable analytics platform capable of expanding into supply chain forecasting and traceability improvements. - Future initiatives include predictive maintenance analytics and further automation of quality control processes. #### Partnership highlights - Automating shift reports saved 30+ hours per month in manual reporting time. - Inventory management improvements paid for Zap within one month. - Over 70+ data pipelines consolidated, ensuring accurate and standardized reporting. - Process control dashboards improved compliance and reduced audit exceptions. ### Meet more of our customers A. J Wells & Sons · Syspro A Sign of Better Data Read their story Alley-Cassetty · Syspro Laying the Foundation for Smarter Decisions Read their story AML Foods · Sage 300 Smarter Insights, Stronger Business Read their story ### See what Zap can do with your Dynamics AX data. Book a demo --- # Staysure Insurance Case Study | Zap URL: https://www.zapbi.com/success-stories/staysure-insurance/ Find out how Staysure Insurance streamlined financial reporting across 22 entities using Zap Data Hub for Sage X3. With automated processes, improved accuracy, and scalable reporting, Staysure’s finance team now makes faster, data-driven decisions with greater efficiency. ← Success Stories Staysure Insurance Customer story ## Cruising Towards Financial Efficiency Explore Staysure's success story with Sage Data & Analytics, powered by Zap “Zap is having a positive impact on our financial reporting process. It is a quick, reliable solution, that is enabling us to streamline our processes and release time within Finance to focus on more Added-Value activity.” Alan Ridler , Systems and Project Accountant, Staysure Insurance Customer Success Story ### Staysure Insurance Staysure is a leading UK-based travel insurance provider specialising in comprehensive coverage for the over-50s demographic. Known for its tailored policies and excellent service, the company has expanded to offer a broader range of insurance products, making it a significant player in the travel insurance market. Industry Insurance Website staysure.co.uk Solution Sage X3 Book a demo Download PDF ### Challenge Staysure operates in a dynamic and competitive industry where operational efficiency and data-driven insights are paramount. The company adopted Zap’s Sage Data & Analytics (SD&A) to complement its Sage X3 ERP system, aiming to enhance its financial reporting processes. Alan Ridler, Systems and Project Accountant, and Owen Wootton-Haley, Senior Finance Business Partner, took charge of optimizing SD&A’s capabilities to streamline reporting and gain actionable insights. Before fully utilizing SD&A, Staysure faced several challenges: - Manual Processes: Management accounts and reports were laboriously compiled across multiple brands and 22 separate entities. - Complex Reporting Needs: Handling diverse brands with distinct financial structures created inefficiencies and required significant manual adjustments. - Underutilized Potential: Zap’s initial implementation did not leverage its full capabilities, leaving many opportunities for automation and insight untapped. As Alan remarked, “At the basic level, Zap probably didn’t do anywhere near what it could do when first implemented. We’re just beginning to unlock its potential now.” ### Solution Staysure harnessed Zap’s robust data modeling and reporting features to streamline financial operations. Key initiatives included: - Consolidated Reporting: A single report now captures management accounts for multiple brands, significantly reducing manual effort. - Enhanced Training: Tailored sessions with Zap’s technical team enabled Staysure’s finance team to unlock new features, such as grouping data and customizing reports. - Operational Integration: Automating key processes like P&L, cash flow, and balance sheet reporting improved accuracy and consistency while saving time. “Zap’s training has been spot on and has addressed many of our challenges. We can now do things so much faster,” said Alan. ### Outcome Staysure achieved impressive results through its partnership with Zap: - Time Savings: Generating consolidated financial reports now takes a fraction of the time previously required. - Enhanced Accuracy: Drilling down into transactional details within Zap ensures data integrity without reliance on Sage X3 alone. - Scalability: The system supports reporting for eight brands and 22 entities, with flexibility for future growth. - Improved Decision-Making: The ability to customize and analyze reports empowers the finance team with actionable insights. Owen highlighted the benefits: “The ability to drill down to transaction-level detail, which is often constrained by other tools, has been game-changing for us.” The partnership with SD&A has transformed Staysure’s financial operations, laying the groundwork for even greater automation and efficiency. With ongoing training and a clear roadmap for future enhancements, Staysure is well-positioned to leverage SD&A’s full potential. “The ability to drill down to transaction-level detail, which is often constrained by other tools, has been game-changing for us. It’s made financial analysis far more efficient and insightful.” — Owen Wootton-Haley, Senior Finance Business Partner, Staysure Insurance Technical Expertise: The Zap team provided timely solutions and guided Staysure through customizations and new feature adoption. Proactive Development: Zap’s openness to user-driven improvements created a strong collaborative environment. Ongoing Engagement: Regular training sessions and development discussions ensure continuous improvement. ### Meet more of our customers Kookaburra Sport · Sage X3 A Game Plan for Better Reporting Read their story A. J Wells & Sons · Syspro A Sign of Better Data Read their story Alley-Cassetty · Syspro Laying the Foundation for Smarter Decisions Read their story ### See what Zap can do with your Sage X3 data. Book a demo --- # Trader House Case Study | Zap URL: https://www.zapbi.com/success-stories/trader-house/ Discover how Trader House, renowned for their award-winning restaurants and retail stores, transformed their business operations with Zap Data Hub. Learn how unified analytics and automated reporting empowered them to make strategic decisions and optimize processes across multiple venues. ← Success Stories Trader House Customer story ## Elevating Culinary Excellence How Zap Data Hub empowered Trader House with unified H&L analytics for strategic decision-making “Zap has given us the ability to take a step back and think about what information our people need — and build a tailored reporting environment to deliver this. Zap has made the data collection and collation process smoother, easier, and more accurate.” Katie Wright , Financial Reporting and Strategic Development Manager Customer Success Story ### Trader House Acclaimed both locally and internationally for their award-winning restaurants, bars, and specialty retail stores, founders Andrew McConnell and Jo McGann are committed to providing unparalleled experiences. Their award-winning reputation for anticipating the palates of Melbourne’s diners is a testament to their diligence in operating on the cutting edge of the industry, from culinary creativity to business operations. Industry Hospitality, Retail Website traderhouse.com.au Book a demo Download PDF ### Challenge Serving as the Financial Reporting and Strategic Development Manager, Katie Wright oversees the organization’s reporting process. She collects data and generates customized reports for each venue, complete with actionable insights that inform the implementation of its strategic development initiatives. It’s a crucial role that impacts the decision-making process for a variety of diverse stakeholders. Due to the reporting limitations within POS systems, Trader House lacked a unified repository of all their POS data across their multiple venues. This lack of information created additional challenges, such as (1) the need to use raw data extracts that had been manually extracted and manipulated and (2) consolidating that data from multiple access points was time-consuming. To provide better-quality and more comprehensive business insights from its POS data, Trader House needed a reporting solution that could centralize all its data, increase the accuracy and dependability of the daily updated data, and automate reporting. ### Solution According to Kate, Zap Data Hub has had a profound impact to their business — and it has only been implemented for six months. By streamlining the collection of data from their venues into Zap Data hub’s consolidated SaaS platform they’ve fundamentally reshaped their operational framework with timely, consistent, and actionable insights. Bolstered by a dynamic cloud team that guarantees on-time report delivery and seamless data source integration, Trader House’s new process has enabled strategic decisions like fine-tuned pricing models, process optimization, and the identification of underperforming product SKUs. From more accurate data to increased visibility into the insights that matter most, these improvements can affect financial and profitable results that go far beyond reporting. ### Outcome - Consolidation of data from multiple servers: Data from a variety of venues is now collated into a single centralized location. Today, Trader House can more easily view the big picture when it comes to their data, accessing everything they need to know whenever they need it. - Simplified exports and data manipulation within Excel: Provided with the functionality to export raw data into Excel, Trader House can now easily manipulate it to support an array of reporting requirements. This added flexibility has helped them further analyze the information and generate tailored reports for stakeholders. ### Meet more of our customers A. J Wells & Sons · Syspro A Sign of Better Data Read their story Alley-Cassetty · Syspro Laying the Foundation for Smarter Decisions Read their story AML Foods · Sage 300 Smarter Insights, Stronger Business Read their story ### See what Zap can do with your ERP data. Book a demo --- # On-Demand Webinars | Zap URL: https://www.zapbi.com/webinars-on-demand/ Short, practical on-demand sessions on turning ERP data into reporting your teams can trust. Finance, manufacturing and distribution, trusted data foundations and Power BI. Resources / On-Demand ## On-Demand Webinars Short, practical sessions on turning your ERP data into reporting teams can trust. Watch any time, at your own pace. Finance & the CFO Office Manufacturing & Distribution Your Trusted Data Foundation Power BI & Your ERP Finance ### Finance & the CFO Office Reporting your finance team can stand behind. Finance Webinar #### Know Where the Money Is Made (and Where It Isn't) Find true margin by product, customer and channel, not just topline revenue. Watch now Finance Webinar #### Build a Sales Forecast You Can Actually Trust Turn pipeline and history into a forecast sales and finance both believe. Watch now Finance Webinar #### From Chaos to Clarity: Building Dynamic P&L Reports Build living profit-and-loss reports straight from real financial data. Watch now Finance Webinar #### Speak CFO: The 12-Month AP/AR Aging Report You'll Actually Use A rolling 12-month AP and AR aging view your CFO will actually open. Watch now Finance Customer Story #### Inside Reddrop Group: Transforming Financial Reporting with Zap A customer story on replacing manual reporting with one trusted source of truth. Watch now Manufacturing & Distribution ### Manufacturing & Distribution Operational signals, straight from your ERP. Manufacturing & Distribution Webinar #### Preventing Stockouts Before They Happen Spot demand and inventory risk early, before it costs you a sale. Watch now Manufacturing & Distribution Webinar #### Inventory Looks Like Stock. It's Actually Trapped Cash. Where working capital is tied up, and which lines are quietly eroding margin. Watch now Manufacturing & Distribution Webinar #### What Your ERP Should Tell You Every Morning The daily operational numbers every distributor should see before 9am. Watch now Manufacturing & Distribution Webinar #### The Coming Impact of AI on Manufacturing and Distribution Where AI is heading for makers and distributors, and how to get ready. Watch now Data Foundation ### Your Trusted Data Foundation The governed source of truth that BI and AI depend on. Data Foundation Webinar #### Owning the Source of Truth Why one governed version of the numbers changes how the business decides. Watch now Data Foundation Webinar #### If You Wouldn't Build Your Own ERP, Why Build Your Own Data Warehouse? The case for automating your data warehouse instead of hand-building it. Watch now Data Foundation Webinar #### Build Once, Trust Everywhere Model your data once and reuse it across every report and dashboard. Watch now Data Foundation Webinar #### If You Want AI to Work, Start With Trusted Data Why AI results are only ever as good as the governed data beneath them. Watch now Power BI ### Power BI & Your ERP Get ERP data into Power BI the right way. Power BI Video #### How to Connect Power BI and Dynamics 365 the Right Way Connect Power BI to your ERP without brittle, hand-built data pulls. Watch now Power BI Video #### 5 Ways to Bring Your ERP Data to Life in Power BI Five practical ways to turn raw ERP data into Power BI insight. Watch now --- # Build a Sales Forecast You Can Actually Trust | Zap URL: https://www.zapbi.com/webinars/build-a-sales-forecast-you-can-trust/ Most sales forecasts fail not because the numbers are wrong, but because they ignore real-world risk. ← On-Demand Webinars Manufacturing & Distribution ## Build a Sales Forecast You Can Actually Trust Most sales forecasts fail not because the numbers are wrong, but because they ignore real-world risk. 56 min Replay 11 December 2025 ### About this session Backorders, supply issues and shifting demand rarely show up in the forecast until they have already cost you the quarter. The data that would have flagged them is sitting in the ERP, just not connected to the number leadership is looking at. This session shows how connecting sales, open orders and risk signals turns a static forecast into something you can act on. #### You’ll learn - How to combine invoiced revenue, open orders and pipeline in one dynamic forecast - How to spot at-risk revenue before it hits your numbers - How supply and production risks affect delivery timelines and revenue - How to adjust forecasts in real time as conditions change - Real examples of how better forecasting drives predictable revenue Part of the Zap ERP Reporting Series — practical sessions for teams who want to stop rebuilding reports and start operating from numbers they trust. Next step #### Like what you saw? Leave your email and we’ll show you the same reporting running on your own ERP data. ### More in this series Manufacturing & Distribution Inventory Looks Like Stock. It's Actually Trapped Cash. 59 min · Watch Manufacturing & Distribution Know Where the Money Is Made. And Where It Isn't. 54 min · Watch Manufacturing & Distribution Preventing Stockouts Before They Happen 59 min · Watch --- # Build Once, Trust Everywhere: ERP Data for Power BI and Excel | Zap URL: https://www.zapbi.com/webinars/build-once-trust-everywhere/ Power BI dashboards are only as good as the data underneath them. ← On-Demand Webinars Power BI & Excel ## Build Once, Trust Everywhere: ERP Data for Power BI and Excel Power BI dashboards are only as good as the data underneath them. 26 min Replay 6 August 2025 ### About this session If you are still reporting directly from your ERP, or wrangling spreadsheets at month end, the problem is not the dashboard. It is the foundation underneath it. Zap CEO Christopher Reeves shows how to automate a star-schema warehouse from your ERP in days rather than months, and how to deliver governed, AI-ready data that works across both Power BI and Excel. #### You’ll learn - Why Power BI needs a warehouse for scale, trust and performance - How Zap models multi-company ERP data with no code - A live demo: build, explore and refresh five times faster Part of the Zap ERP Reporting Series — practical sessions for teams who want to stop rebuilding reports and start operating from numbers they trust. Next step #### Like what you saw? Leave your email and we’ll show you the same reporting running on your own ERP data. ### More in this series Manufacturing & Distribution Build a Sales Forecast You Can Actually Trust 56 min · Watch AI & Data Foundation The Coming Impact of AI on Manufacturing and Distribution 25 min · Watch AI & Data Foundation If You Want AI to Work, Start with Trusted Data 24 min · Watch --- # The Coming Impact of AI on Manufacturing and Distribution | Zap URL: https://www.zapbi.com/webinars/coming-impact-of-ai-on-manufacturing-and-distribution/ AI is starting to change manufacturing and distribution in real, practical ways. Trusted data is the make-or-break factor. ← On-Demand Webinars AI & Data Foundation ## The Coming Impact of AI on Manufacturing and Distribution AI is starting to change manufacturing and distribution in real, practical ways. Trusted data is the make-or-break factor. 25 min Replay 18 September 2025 ### About this session Predictive maintenance, supply chain resilience, quality checks, forecasting. AI is already changing how manufacturers and distributors operate, and not in the abstract. Zap CEO Christopher Reeves shares highlights from a recent keynote, ties it back to why trusted data decides whether any of it works, and gives a first look at what is coming next on the Zap roadmap. Aimed at CFOs, CIOs and operational leaders who want to understand how AI will affect strategy, efficiency and competitiveness. #### You’ll learn - A clear view of the AI trends reshaping manufacturing and distribution - How predictive models are changing maintenance, supply chains and forecasting - Why hallucinations are not going away, and what that means for your data - A first look at Zap's upcoming roadmap Part of the Zap ERP Reporting Series — practical sessions for teams who want to stop rebuilding reports and start operating from numbers they trust. Next step #### Like what you saw? Leave your email and we’ll show you the same reporting running on your own ERP data. ### More in this series AI & Data Foundation If You Want AI to Work, Start with Trusted Data 24 min · Watch Manufacturing & Distribution Build a Sales Forecast You Can Actually Trust 56 min · Watch Power BI & Excel Build Once, Trust Everywhere: ERP Data for Power BI and Excel 26 min · Watch --- # If You Want AI to Work, Start with Trusted Data | Zap URL: https://www.zapbi.com/webinars/if-you-want-ai-to-work-start-with-trusted-data/ The success of any AI strategy hinges on trusted, structured data. ← On-Demand Webinars AI & Data Foundation ## If You Want AI to Work, Start with Trusted Data The success of any AI strategy hinges on trusted, structured data. 24 min Replay 24 June 2025 ### About this session Zap CEO Christopher Reeves cuts through the hype to show what is actually required to unlock business-ready AI, drawing on more than twenty years in data and a hands-on interest in where AI genuinely helps. Aimed at finance, IT and analytics leaders who want to reduce AI risk and accelerate deployment, starting with the data underneath it. #### You’ll learn - The three types of AI use case in business - Why most AI fails, and how to fix that - What Gell-Mann Amnesia teaches us about blindly trusting AI outputs - The critical role of governance, structure and context in preparing your data - Why data readiness is a leadership issue, not just an IT task Part of the Zap ERP Reporting Series — practical sessions for teams who want to stop rebuilding reports and start operating from numbers they trust. Next step #### Like what you saw? Leave your email and we’ll show you the same reporting running on your own ERP data. ### More in this series AI & Data Foundation The Coming Impact of AI on Manufacturing and Distribution 25 min · Watch Manufacturing & Distribution Build a Sales Forecast You Can Actually Trust 56 min · Watch Power BI & Excel Build Once, Trust Everywhere: ERP Data for Power BI and Excel 26 min · Watch --- # Inventory Looks Like Stock. It's Actually Trapped Cash. | Zap URL: https://www.zapbi.com/webinars/inventory-trapped-cash/ Most manufacturers and distributors can tell you what's in stock. Very few can tell you what that stock is costing them. ← On-Demand Webinars Manufacturing & Distribution ## Inventory Looks Like Stock. It's Actually Trapped Cash. Most manufacturers and distributors can tell you what's in stock. Very few can tell you what that stock is costing them. 59 min Replay 18 March 2026 ### About this session Inventory reports typically live in operations — units on hand, reorder points, warehouse locations. But the financial impact sits somewhere else entirely: in tied-up working capital, margin erosion on slow-moving lines, and cash flow gaps that only surface when it's too late to act. The ERP has the data. But it doesn't connect inventory to the questions the leadership team is actually asking: where is our cash stuck, which products are dragging margin, and what should we be acting on now? #### You’ll learn - Why inventory reporting built for operations doesn't answer the questions leadership is asking - How slow-moving and excess stock silently erodes margin and ties up cash - What the gap between ERP inventory data and decision-ready visibility actually looks like - How to build a monthly inventory review that connects stock to cash and margin Part of the Zap ERP Reporting Series — practical sessions for teams who want to stop rebuilding reports and start operating from numbers they trust. Next step #### Like what you saw? Leave your email and we’ll show you the same reporting running on your own ERP data. ### More in this series Manufacturing & Distribution Build a Sales Forecast You Can Actually Trust 56 min · Watch Manufacturing & Distribution Know Where the Money Is Made. And Where It Isn't. 54 min · Watch Manufacturing & Distribution Preventing Stockouts Before They Happen 59 min · Watch --- # Know Where the Money Is Made. And Where It Isn't. | Zap URL: https://www.zapbi.com/webinars/know-where-the-money-is-made/ Most manufacturers and distributors can report margin. Very few can explain it. ← On-Demand Webinars Manufacturing & Distribution ## Know Where the Money Is Made. And Where It Isn't. Most manufacturers and distributors can report margin. Very few can explain it. 54 min Replay 19 February 2026 ### About this session Profitability is buried across spreadsheets, disconnected reports, and manual reconciliations. Gross margin looks acceptable, but cash is tight, inventory keeps growing, and confidence in the numbers erodes. In this session we show how finance and operations leaders get clear visibility into profitability by product, customer and channel, without rebuilding their reporting stack. #### You’ll learn - Why traditional margin reporting hides commercial reality - How cost, inventory and cash distort performance - What a trusted source of truth actually looks like - Why governed data is the foundation for practical AI Part of the Zap ERP Reporting Series — practical sessions for teams who want to stop rebuilding reports and start operating from numbers they trust. Next step #### Like what you saw? Leave your email and we’ll show you the same reporting running on your own ERP data. ### More in this series Manufacturing & Distribution Build a Sales Forecast You Can Actually Trust 56 min · Watch Manufacturing & Distribution Inventory Looks Like Stock. It's Actually Trapped Cash. 59 min · Watch Manufacturing & Distribution Preventing Stockouts Before They Happen 59 min · Watch --- # Owning the Source of Truth | Zap URL: https://www.zapbi.com/webinars/owning-the-source-of-truth/ Why trusted analytics starts with governed data, not another dashboard. ← On-Demand Webinars Power BI & Microsoft Fabric ## Owning the Source of Truth Why trusted analytics starts with governed data, not another dashboard. 29 min Replay 23 October 2025 ### About this session Most teams think they have modernized because they use Power BI. But governance, not visuals, defines maturity. Microsoft Fabric makes powerful governance promises, and few have truly tamed the beast. Cost, complexity and time to value leave teams stuck between the vision and the delivery. Zap CEO Christopher Reeves on how Power BI and Microsoft Fabric are reshaping data trust, and how leading organizations connect ERP data into a single auditable model that ends reconciliation and builds real confidence in every analytic. Part of the Zap ERP Reporting Series — practical sessions for teams who want to stop rebuilding reports and start operating from numbers they trust. Next step #### Like what you saw? Leave your email and we’ll show you the same reporting running on your own ERP data. ### More in this series Manufacturing & Distribution Build a Sales Forecast You Can Actually Trust 56 min · Watch Power BI & Excel Build Once, Trust Everywhere: ERP Data for Power BI and Excel 26 min · Watch AI & Data Foundation The Coming Impact of AI on Manufacturing and Distribution 25 min · Watch --- # Preventing Stockouts Before They Happen | Zap URL: https://www.zapbi.com/webinars/preventing-stockouts-before-they-happen/ Turn your ERP into an early-warning system for inventory risk. ← On-Demand Webinars Manufacturing & Distribution ## Preventing Stockouts Before They Happen Turn your ERP into an early-warning system for inventory risk. 59 min Replay 9 October 2025 ### About this session Stockouts kill revenue and damage customer trust. The problem is that most teams only see the issue when it is already too late to do anything about it. Rohit Kanwara and David Ramirez show how to get a single daily snapshot of inventory health, surfacing aging stock, fast movers and at-risk SKUs. Map inventory against incoming orders, layer in supplier delays, and get proactive alerts before fulfillment problems reach the customer. The session also covers real examples of how missed signals led to lost revenue, and how to track ATP, reorder signals and warehouse exceptions without spreadsheets or firefighting. #### You’ll learn - Surface aging stock, fast movers and at-risk SKUs in one daily view - Map inventory to upcoming orders and flag stockout risks - Factor in open POs and supplier delays automatically - Learn from real-world misses that cost revenue - Track ATP, reorder signals and warehouse exceptions Part of the Zap ERP Reporting Series — practical sessions for teams who want to stop rebuilding reports and start operating from numbers they trust. Next step #### Like what you saw? Leave your email and we’ll show you the same reporting running on your own ERP data. ### More in this series Manufacturing & Distribution Build a Sales Forecast You Can Actually Trust 56 min · Watch Manufacturing & Distribution Inventory Looks Like Stock. It's Actually Trapped Cash. 59 min · Watch Manufacturing & Distribution Know Where the Money Is Made. And Where It Isn't. 54 min · Watch --- # Speak CFO: The 12-Month AP/AR Aging Report You'll Actually Use | Zap URL: https://www.zapbi.com/webinars/speak-cfo-ap-ar-aging-report/ Most aging reports are built for compliance, not for decisions. ← On-Demand Webinars Finance & Reporting ## Speak CFO: The 12-Month AP/AR Aging Report You'll Actually Use Most aging reports are built for compliance, not for decisions. 54 min Replay 17 July 2025 ### About this session This session shows how to turn AP and AR aging from a static snapshot into something a finance team actually uses. A 12-month historical view gives clarity across time, flags risk early, and makes board prep and audits considerably less painful. No fluff and no theory. Practical steps and real examples of how mid-market teams are structuring their data for control, confidence and credibility. Best suited to finance leaders at mid-market companies dealing with audits, multi-entity reporting, or a close process that drags. Part of the Zap ERP Reporting Series — practical sessions for teams who want to stop rebuilding reports and start operating from numbers they trust. Next step #### Like what you saw? Leave your email and we’ll show you the same reporting running on your own ERP data. ### More in this series Manufacturing & Distribution Build a Sales Forecast You Can Actually Trust 56 min · Watch Power BI & Excel Build Once, Trust Everywhere: ERP Data for Power BI and Excel 26 min · Watch AI & Data Foundation The Coming Impact of AI on Manufacturing and Distribution 25 min · Watch --- # What Your ERP Should Tell You Every Morning | Zap URL: https://www.zapbi.com/webinars/what-your-erp-should-tell-you-every-morning/ The daily executive ops dashboard: one screen that tells you what slipped, what surged and what needs attention before 9am. ← On-Demand Webinars Manufacturing & Distribution ## What Your ERP Should Tell You Every Morning The daily executive ops dashboard: one screen that tells you what slipped, what surged and what needs attention before 9am. 51 min Replay 4 September 2025 ### About this session Most leadership teams start the day by asking three or four people what happened yesterday, then waiting for someone to pull a report. The ERP already knows the answer. Rohit Kanwara and David Ramirez build the daily executive ops dashboard: a single screen covering sales against target, delayed orders, fill rate, stockouts and backlog trend, ready before anyone has finished their coffee. #### You’ll learn - Build a single-screen summary of yesterday's performance - The metrics that matter: sales vs target, top delayed orders, fill rate, stockouts, backlog trend - Spot what slipped, what surged and what needs attention before 9am - Delivery options for daily adoption, by email, Power BI or Excel Part of the Zap ERP Reporting Series — practical sessions for teams who want to stop rebuilding reports and start operating from numbers they trust. Next step #### Like what you saw? Leave your email and we’ll show you the same reporting running on your own ERP data. ### More in this series Manufacturing & Distribution Build a Sales Forecast You Can Actually Trust 56 min · Watch Manufacturing & Distribution Inventory Looks Like Stock. It's Actually Trapped Cash. 59 min · Watch Manufacturing & Distribution Know Where the Money Is Made. And Where It Isn't. 54 min · Watch --- # About Zap | Automated Data You Can Trust URL: https://www.zapbi.com/about-us/ Zap is a data warehouse automation platform purpose-built for ERP data. We automatically build and maintain a governed data warehouse connected to your ERP, delivering trusted data to Excel, Power BI and Zap Analytics, ready for analytics and AI. About Zap ## Automated data you can trust. AI-ready from day one. Zap delivers governed, trusted data that's ready for analytics, reporting, and AI. We help organizations move faster, make better decisions, and use data with confidence. Request Demo Our Story By the numbers 15+ years of deep ERP data expertise 1B+ rows processed per minute 4.3★ on G2, from 46 reviews 1000's of expert hours in pre-built models ISO 27001 certified information security What we do ### A data warehouse automation platform for ERP data. Zap is purpose-built for ERP and business systems data, from CRM and payroll to POS and beyond. Our platform automatically builds, manages, and maintains a governed data warehouse, connecting directly to your ERP and the systems that keep your business running. - Connect to Syspro, Sage (X3, 100, 300, Intacct), SAP Business One, Dynamics 365 (BC, F&O, AX) and other key sources (CRM, payroll, POS, and more) - Automatically generate and maintain your data warehouse, no coding required - Apply consistent governance and data quality rules - Prepare data that is ready for AI and advanced analytics - Deliver clean, trusted data to Excel, Power BI, or Zap Analytics The result: reliable data, faster insights, and a trusted foundation for analytics and AI. Our mission ### To make trusted, governed data effortless, empowering every business to use analytics and AI with confidence. "AI without trusted data is just guesswork. Zap makes trusted data automatic." Christopher Reeves Chief Executive Officer, Zap Why Zap ### What makes Zap different. ##### Purpose-built for ERP data We automate complex, structured business data, not generic ETL. ##### True data warehouse automation Your data warehouse builds and maintains itself, no coding required. ##### Data trust and governance Definitions, lineage, and quality are enforced automatically. ##### AI data readiness Structured, reliable data fuels AI with confidence. ##### Fast implementation Get connected and live in days, not months. Our story ### The wheel wasn't built in a day. Zap was founded to solve a challenge every business knows: ERP data is powerful, but it's difficult to access, maintain, and trust. We built Zap to automate that complexity, delivering a governed, consistent data warehouse that makes reliable insight automatic. Today, Zap powers analytics and AI transformation for businesses around the world, and we're proud to be the makers of Sage Data & Analytics, bringing the same automation and trust to Sage 100, 300 and X3 users globally. We're a partner-first company, working closely with ERP vendors, implementers, and resellers. Our approach is built on mutual respect, honoring partner lines of ownership and empowering partners to deliver more value with Zap technology behind the scenes. Trust and security ### Built for trust, certified for it. Zap is ISO/IEC 27001 certified, with governance, data lineage and quality controls enforced automatically, so the data feeding your analytics and AI is accurate, consistent and secure. Who we help ### Built for the mid-market. Zap is built for organizations that rely on ERP and business systems data to run their operations but need automation to make it usable. ##### Finance leaders CFOs and FP&A teams who need accurate, governed reporting. ##### IT and data teams Teams who want automation without adding complexity. ##### Executives Leaders driving analytics, digital transformation, and AI readiness. Industries we serve: Manufacturing, Distribution, Construction, Services, and Financial Organizations, among others. We work through a trusted network of partners who recommend Zap as part of broader digital transformation and ERP optimization initiatives. The people behind Zap ### Real people, making your data effortless to trust. Leadership ### Our executive team. #### Christopher Reeves Chief Executive Officer LinkedIn #### Wayne Blumenthal Chief Operating Officer LinkedIn #### Joshua Squillace Chief Financial Officer LinkedIn #### Rohit Kanwara Head of Revenue LinkedIn #### Simon Ryan Head of Marketing LinkedIn FAQ ### About Zap, answered. What is Zap? Zap is a data warehouse automation platform purpose-built for ERP and business systems data. It automatically builds and maintains a governed data warehouse connected to your ERP, then delivers trusted data to Excel, Power BI and Zap Analytics, ready for reporting, analytics and AI. Which ERP systems does Zap support? Zap supports Syspro, Sage X3, Sage 100, Sage 300, Sage Intacct, SAP Business One, Microsoft Dynamics 365 Business Central, Dynamics 365 Finance & Operations, Dynamics AX, Dynamics NAV, Wiise and Xero, plus connected systems such as CRM, payroll and POS. Is Zap part of Sage? No. Zap is an independent software vendor. Zap is the maker of Sage Data & Analytics, the data automation solution for Sage 100, 300 and X3, but Zap is its own company and supports a wide range of ERPs beyond Sage. Who is Zap for? Zap is built for mid-market organizations that run on ERP and business systems data, particularly finance leaders (CFOs and FP&A), IT and data teams, and executives driving analytics, digital transformation and AI readiness. Where is Zap based? Zap is headquartered in Brisbane, Australia, and works with customers and implementation partners around the world. How is Zap delivered? Zap works through a trusted network of partners who recommend Zap as part of broader digital transformation and ERP optimization initiatives. Is Zap secure and certified? Yes. Zap is ISO/IEC 27001 certified, with governance, data lineage and data-quality controls enforced automatically, so the data feeding your analytics and AI is accurate, consistent and secure. Interested in joining our partner network? Deliver more value with Zap technology behind the scenes. Become a Zap Partner ### Ready to start with trusted data. Your analytics. Your AI. Your confidence. It all starts with trusted data, and Zap makes that foundation automatic. Request Demo See Zap in Action --- # Careers at Zap | Join Team Zap URL: https://www.zapbi.com/careers/ Join Team Zap. We eliminate data headaches by simplifying analytics and reporting. Explore open roles and help us turn complex business data into real-world next steps. Careers ## Careers at Zap We eliminate data headaches by simplifying analytics and reporting. Zap Data Hub is not just a tool, it's a game-changer in how companies should manage data. We streamline the process of consolidating, reconciling, and enriching business data, making it easier for companies to access and analyze information from multiple sources. Dive deeper into our methods and missions on our website, and yes, we'll quiz you on this at the interview! Explore Open Roles What does Zap do? Join Team Zap ### Welcome to Zap, where data isn't just managed well; it's celebrated. Each employee (or number, as we like to say) plays a crucial role in deciphering patterns, narrating tales, and unlocking insights. Our team members are the connectors, linking data points to reveal comprehensive solutions and transform complex data puzzles into real-world next steps. Explore Open Roles Why choose Zap? ### Why choose Zap? 1 #### Impact Be a part of crafting the data stories that drive decisions in companies worldwide. 2 #### Innovation Get your hands on cutting-edge tech in an environment that celebrates fresh ideas at the crossroads of creativity and practicality. 3 #### Culture We're a vibrant mosaic of diverse talents where every individual (or number) is valued. We support remote and hybrid roles. 4 #### Growth Expand your horizons, amplify your impact, and dive into new adventures. Who we're looking for ### To help us scale, we need: ##### Analytical Aficionados If spreadsheets make your heart sing and you kickstart your day with a coffee and a dashboard, you're the one we need. ##### Innovative Connectors Join us in charting the unknown territories of data connectivity and innovation. ##### Data Whisperers If you can turn complex data into compelling stories, come weave your narratives with us. ##### Success Chameleons Understand our ecosystem's needs and ensure their satisfaction and success with your adaptable skills. ### Join Zap, where your number will make a difference, and together, we'll create data magic. Explore Open Roles Meet the team --- # Partner with Zap | Join the data movement URL: https://www.zapbi.com/partners/ Partner with Zap to help your customers automate, centralize and trust their ERP data. New revenue, deeper relationships, and a modern data solution to differentiate your offering. Partners ## Partner with Zap. Join the data movement: help your customers automate, centralize and trust their ERP data. Become a Zap Partner What does Zap do? Why partner with Zap? ### We help your customers take control of their ERP data, without heavy lifting. Zap Data Hub automates the creation of a governed data warehouse, enabling accurate reporting, analytics, and planning across finance, operations, and commercial teams. Our prebuilt data models and seamless integrations with major ERPs, Power BI, and Excel mean your customers start seeing value faster. And for you? New revenue, deeper relationships, and a smarter way to differentiate your offering. What you get ### What you get. ##### A competitive edge Add advanced analytics to your ERP deals. Show up with a modern data solution, not just another add-on. ##### Recurring revenue License Zap software, provide analytics consulting, or wrap it into your managed services. Either way, you're building a new revenue stream. ##### Happier customers From smoother ERP upgrades to cloud transitions, Zap helps your clients reduce risk and trust their numbers. That builds loyalty. ##### Sales and marketing support We work with you to make the sale. Collateral, training, joint campaigns, we're in it together. Real results, real relationships "At Aptus Business Solutions, our partnership with the Zap BI team exemplifies the power of collaboration. Both Sage 300 and Sage X3 are exceptional ERPs that consistently deliver outstanding results for our clients. Our close-knit relationship with the Zap team enhances this further. By integrating Zap for data management and analytics, we offer a unique value proposition. This seamless collaboration ensures our customers have comprehensive access to all their financial, sales, inventory, and manufacturing data, enabling them to analyze, reconcile, and enrich their business through superior analytics. Together, we create a synergy that drives unparalleled success for our clients." Aptus Business Solutions Built for partners ### However you go to market, Zap fits. Whether you're a VAR, system integrator, or cloud specialist, Zap is designed to slot into your business model. - Resell or white-label Zap as part of your solution - Refer us when you see a need, we'll handle the rest - Embed Zap in your offering to fast-track your customers' success We make it simple to add value and get rewarded. Ready to chat? ### Let's talk partnership. We're growing our global partner community, and we'd love to explore how we can work together. Fill out the form and our partner team will be in touch. --- # Zap + 4Sight | Partner in Africa, Middle East & Central Europe URL: https://www.zapbi.com/partners/4sight/ 4Sight delivers Zap Data Hub through its Channel Partner Cluster and reseller network across Africa, the Middle East and Central Europe, for Dynamics 365 and Sage. Partner · Africa, Middle East and Central Europe ## Zap + 4Sight 4Sight is a Zap partner delivering Zap Data Hub through its Channel Partner Cluster and the resellers it supports across Africa, the Middle East and Central Europe. Through 4Sight and its reseller network, customers running Microsoft Dynamics 365 Business Central, Dynamics 365 Finance & Supply Chain and Sage get a governed data foundation for reporting, analytics and AI - delivered by the partner they already work with. Book a Demo Work with 4Sight About 4Sight ### The 4Sight Channel Partner Cluster The 4Sight Channel Partner (CP) Cluster is a partner-focused ecosystem that supports value-added resellers across Africa, the Middle East, and Central Europe. It enables the distribution of 4Sight's integrated solutions, including Sage and Microsoft cloud applications, through the Microsoft Indirect Cloud Solutions Provider (CSP) and Independent Software Vendor (ISV) channels. With dedicated sales, marketing, technical, and support resources, the CP Cluster empowers resellers to deliver high-quality solutions globally. For more information, visit 4sight.cloud or contact channel@4sight.cloud . What we do together ### Governed data, delivered through your partner ##### Zap Data Hub for Dynamics 365 For Business Central and Finance & Supply Chain: a governed warehouse, a semantic model, Power BI done properly, and live data in Excel. ##### Sage reporting and analytics Pre-built, expert-validated data models for Sage, turning ERP data into trusted reporting without a build-from-scratch project. ##### Delivered through your reseller 4Sight's Channel Partner Cluster provides the sales, technical and support wrap, so the partner you already work with delivers and stands behind it. ### See it on your own data. Book a demo and test Zap against your own ERP data, or talk to 4Sight about delivery through your reseller. Book a Demo Work with 4Sight --- # Contact Zap | Talk to our team URL: https://www.zapbi.com/contactus/ Get in touch with Zap. Find our regional offices across Asia Pacific, the Americas, EMEA and South Africa, or send us a message and we'll be in touch. Contact ## You talkin' data to me? Reach the Zap team, find your nearest regional office, or send us a message. We would love to talk data with you. Where to find us ### Regional offices #### Asia Pacific (HQ) Level 3 196 Wharf Street Spring Hill, QLD 4000 Australia Ph: +61 (0)7 2139 6176 #### Americas Suite 300 8875 Hidden River Parkway Tampa, FL 33637 USA Ph: +1 (904) 701 1826 #### Europe, Middle East & Africa Suite LP49176 20-22 Wenlock Road London, N1 7GU UK Ph: +44 (0)20 4583 4949 #### South Africa 1st Floor, Gateway West 22 Magwa Cres Midrand, 2066 South Africa Contact us ### Send us a message Already a customer and need product support? Our Helpdesk team is ready to help. Go to Support --- # Dynamics 365 Business Central → Data Warehouse Automation | Trusted Data | Zap URL: https://www.zapbi.com/data-warehouse-automation/dynamics-365-bc/ Zap transforms Dynamics 365 Business Central data into a trusted, automated data warehouse: pre-built models, enforced integrity and proprietary Delta processing. One source of truth for Power BI, Excel and AI, in days not months. Platform · Data Warehouse Automation · Dynamics 365 Business Central ## Dynamics 365 Business Central and Data Warehouse Automation Automated governance → Flexibility and performance Zap transforms Dynamics 365 Business Central data into an enterprise reporting and analytics platform. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insight and accelerates performance. Connect your Dynamics 365 Business Central data to a pre-built data model that serves Power BI, Excel and AI, with enforced integrity and replayable history. Deploy in days, refresh in minutes, and work with the same trusted numbers across every tool. Book a Demo Watch 2m Video ★ 4.3 on G2 from 46 reviews See it on your own Dynamics 365 Business Central data. Book a 20-minute demo with someone who works with Dynamics 365 Business Central every day. Book a Demo Sitting at the heart of a BI platform is the data warehouse, which hosts your enterprise models. It's a source of sanctioned data, as a system of record and as a hub, serving enterprise models for reporting, BI, and data science. Microsoft Governance ### The pillars of governance #### Trust it - Single source of truth - Single source of meaning - Single source of metrics #### Secure it - Secure platform - Secure data - Secure application #### Respect it - Personal data treatment - Sovereign data treatment - Industry data treatment In plain terms ### What is data warehouse automation? Data warehouse automation (DWA, sometimes written DWH automation) is software that designs, builds, loads and maintains a data warehouse for you, replacing the hand-coded pipelines and manual modeling that traditionally take months. It generates the schema, keeps it in sync as sources change, and manages the transformations underneath. Zap applies this to ERP data specifically: pre-built models for your ERP, a synchronized star schema, and enforced keys so the numbers hold up. By the numbers ### Zap provides 80% less compute with ELT vs. ETL. 5x faster analytic engine with Zap's proprietary Delta processing. 100 TB scale compressed warehouse data. Data warehouse automation ### What to expect #### Faster insight - Centralized context for a holistic understanding of your business. - Smarter decisions via analytics and BI with visual insight. - Gen-AI transforms for insight at machine speed and scale. #### Trust and governance - Single source of truth trusted, secure and compliant. - Enforced integrity via keys, constraints and validation rules. - Audit-ready with version history and native data lineage. #### Replayable history - As-of reporting on historical values with automated Delta records. - SCD2 reporting on historical attributes with slowly changing dimensions. - In-app revert to restore trusted versions for business continuity. What we deliver ### What we deliver ##### Synchronizing analytic engine Mirror the star schema and sync refreshes to Power BI or Analysis Services automatically. Out of sync breaks trust. ##### Pre-built ERP data models and ERP smarts Purpose-built models, star schemas optimized for ERP with ERP-aware transforms. ##### Intelligent data processing Minimize refresh times and resource usage with smart detection of changed records and proprietary Delta processing. ##### Cross-platform data unification Seamlessly combine ERP data with other business systems for complete visibility. ##### Enterprise versioning In-app version tracking with history, rollback and full audit trails for governance. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Zap Analytics Learn more ##### Fabric Support Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Data Warehouse Automation for Dynamics 365 Business Central, answered. Why do I need a data warehouse at all? A data warehouse provides data governance, centralizing your trusted, secure and compliant data. A synchronized analytic engine then provides context with rich names, descriptions and defined relationships. Zap Data Hub uses Azure SQL, an ACID-compliant data warehouse that enforces data integrity through structure. What does Zap Data Hub offer that we can't build with in-house data experts? You can build it, but don't underestimate the effort. Most data experts aren't ERP experts. Zap ships the hard parts pre-built (ERP-tuned star-schema models) plus ERP-aware automation that keeps the analytic engine in sync, with governance baked in through enforced keys and versioning. The result is hours to first value, 80% less compute, more than 5x faster refreshes, and replayable history. I only need improved reporting, is a warehouse overkill? No. An automated warehouse stands up in under an hour and refreshes in minutes, even seconds. Even for reporting only, it protects your ERP from query load, keeps definitions consistent, and lays the foundation for future BI and AI. How does Zap prevent duplicate records and ensure data integrity? Power BI and OneLake can't enforce primary keys, so duplicates can corrupt financial reports silently. Even Fabric SQL Warehouse requires 'NOT ENFORCED' constraints. Zap uses Azure SQL Database (or SQL Database in Fabric) with enforced primary keys, catching duplicates before they reach a report. ERP financial data integrity is our specialty. How exactly are your proprietary Delta refreshes faster? Zap transforms each source change as two transactions: one reversing the original value, another adding the new value, like ledger adjustments. Synchronized to the analytic engine, this enables add-only processing and more than 5x faster refreshes, even for complex ERP data. How does Zap ensure data security and compliance? Zap safeguards data with enterprise-grade security across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. See our Cloud Security page for detail. What deployment options does Zap Data Hub provide? Zap Data Hub is a cloud-only, fully managed platform, with no infrastructure to install, patch or maintain. It connects securely to your data wherever it lives, cloud or on-premise, so your existing sources stay in place while Zap runs in the cloud. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Dynamics 365 Finance & Operations → Data Warehouse Automation | Trusted Data | Zap URL: https://www.zapbi.com/data-warehouse-automation/dynamics-365-f-and-o/ Zap transforms Dynamics 365 Finance & Operations data into a trusted, automated data warehouse: pre-built models, enforced integrity and proprietary Delta processing. One source of truth for Power BI, Excel and AI, in days not months. Platform · Data Warehouse Automation · Dynamics 365 Finance & Operations ## Dynamics 365 Finance & Operations and Data Warehouse Automation Automated governance → Flexibility and performance Zap transforms Dynamics 365 Finance & Operations data into an enterprise reporting and analytics platform. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insight and accelerates performance. Connect your Dynamics 365 Finance & Operations data to a pre-built data model that serves Power BI, Excel and AI, with enforced integrity and replayable history. Deploy in days, refresh in minutes, and work with the same trusted numbers across every tool. Book a Demo Watch 2m Video ★ 4.3 on G2 from 46 reviews See it on your own Dynamics 365 Finance & Operations data. Book a 20-minute demo with someone who works with Dynamics 365 Finance & Operations every day. Book a Demo Sitting at the heart of a BI platform is the data warehouse, which hosts your enterprise models. It's a source of sanctioned data, as a system of record and as a hub, serving enterprise models for reporting, BI, and data science. Microsoft Governance ### The pillars of governance #### Trust it - Single source of truth - Single source of meaning - Single source of metrics #### Secure it - Secure platform - Secure data - Secure application #### Respect it - Personal data treatment - Sovereign data treatment - Industry data treatment In plain terms ### What is data warehouse automation? Data warehouse automation (DWA, sometimes written DWH automation) is software that designs, builds, loads and maintains a data warehouse for you, replacing the hand-coded pipelines and manual modeling that traditionally take months. It generates the schema, keeps it in sync as sources change, and manages the transformations underneath. Zap applies this to ERP data specifically: pre-built models for your ERP, a synchronized star schema, and enforced keys so the numbers hold up. By the numbers ### Zap provides 80% less compute with ELT vs. ETL. 5x faster analytic engine with Zap's proprietary Delta processing. 100 TB scale compressed warehouse data. Data warehouse automation ### What to expect #### Faster insight - Centralized context for a holistic understanding of your business. - Smarter decisions via analytics and BI with visual insight. - Gen-AI transforms for insight at machine speed and scale. #### Trust and governance - Single source of truth trusted, secure and compliant. - Enforced integrity via keys, constraints and validation rules. - Audit-ready with version history and native data lineage. #### Replayable history - As-of reporting on historical values with automated Delta records. - SCD2 reporting on historical attributes with slowly changing dimensions. - In-app revert to restore trusted versions for business continuity. What we deliver ### What we deliver ##### Synchronizing analytic engine Mirror the star schema and sync refreshes to Power BI or Analysis Services automatically. Out of sync breaks trust. ##### Pre-built ERP data models and ERP smarts Purpose-built models, star schemas optimized for ERP with ERP-aware transforms. ##### Intelligent data processing Minimize refresh times and resource usage with smart detection of changed records and proprietary Delta processing. ##### Cross-platform data unification Seamlessly combine ERP data with other business systems for complete visibility. ##### Enterprise versioning In-app version tracking with history, rollback and full audit trails for governance. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Zap Analytics Learn more ##### Fabric Support Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Data Warehouse Automation for Dynamics 365 Finance & Operations, answered. Why do I need a data warehouse at all? A data warehouse provides data governance, centralizing your trusted, secure and compliant data. A synchronized analytic engine then provides context with rich names, descriptions and defined relationships. Zap Data Hub uses Azure SQL, an ACID-compliant data warehouse that enforces data integrity through structure. What does Zap Data Hub offer that we can't build with in-house data experts? You can build it, but don't underestimate the effort. Most data experts aren't ERP experts. Zap ships the hard parts pre-built (ERP-tuned star-schema models) plus ERP-aware automation that keeps the analytic engine in sync, with governance baked in through enforced keys and versioning. The result is hours to first value, 80% less compute, more than 5x faster refreshes, and replayable history. I only need improved reporting, is a warehouse overkill? No. An automated warehouse stands up in under an hour and refreshes in minutes, even seconds. Even for reporting only, it protects your ERP from query load, keeps definitions consistent, and lays the foundation for future BI and AI. How does Zap prevent duplicate records and ensure data integrity? Power BI and OneLake can't enforce primary keys, so duplicates can corrupt financial reports silently. Even Fabric SQL Warehouse requires 'NOT ENFORCED' constraints. Zap uses Azure SQL Database (or SQL Database in Fabric) with enforced primary keys, catching duplicates before they reach a report. ERP financial data integrity is our specialty. How exactly are your proprietary Delta refreshes faster? Zap transforms each source change as two transactions: one reversing the original value, another adding the new value, like ledger adjustments. Synchronized to the analytic engine, this enables add-only processing and more than 5x faster refreshes, even for complex ERP data. How does Zap ensure data security and compliance? Zap safeguards data with enterprise-grade security across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. See our Cloud Security page for detail. What deployment options does Zap Data Hub provide? Zap Data Hub is a cloud-only, fully managed platform, with no infrastructure to install, patch or maintain. It connects securely to your data wherever it lives, cloud or on-premise, so your existing sources stay in place while Zap runs in the cloud. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Dynamics AX → Data Warehouse Automation | Trusted Data | Zap URL: https://www.zapbi.com/data-warehouse-automation/dynamics-ax/ Zap transforms Dynamics AX data into a trusted, automated data warehouse: pre-built models, enforced integrity and proprietary Delta processing. One source of truth for Power BI, Excel and AI, in days not months. Platform · Data Warehouse Automation · Dynamics AX ## Dynamics AX and Data Warehouse Automation Automated governance → Flexibility and performance Zap transforms Dynamics AX data into an enterprise reporting and analytics platform. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insight and accelerates performance. Connect your Dynamics AX data to a pre-built data model that serves Power BI, Excel and AI, with enforced integrity and replayable history. Deploy in days, refresh in minutes, and work with the same trusted numbers across every tool. Book a Demo Watch 2m Video ★ 4.3 on G2 from 46 reviews See it on your own Dynamics AX data. Book a 20-minute demo with someone who works with Dynamics AX every day. Book a Demo Sitting at the heart of a BI platform is the data warehouse, which hosts your enterprise models. It's a source of sanctioned data, as a system of record and as a hub, serving enterprise models for reporting, BI, and data science. Microsoft Governance ### The pillars of governance #### Trust it - Single source of truth - Single source of meaning - Single source of metrics #### Secure it - Secure platform - Secure data - Secure application #### Respect it - Personal data treatment - Sovereign data treatment - Industry data treatment In plain terms ### What is data warehouse automation? Data warehouse automation (DWA, sometimes written DWH automation) is software that designs, builds, loads and maintains a data warehouse for you, replacing the hand-coded pipelines and manual modeling that traditionally take months. It generates the schema, keeps it in sync as sources change, and manages the transformations underneath. Zap applies this to ERP data specifically: pre-built models for your ERP, a synchronized star schema, and enforced keys so the numbers hold up. By the numbers ### Zap provides 80% less compute with ELT vs. ETL. 5x faster analytic engine with Zap's proprietary Delta processing. 100 TB scale compressed warehouse data. Data warehouse automation ### What to expect #### Faster insight - Centralized context for a holistic understanding of your business. - Smarter decisions via analytics and BI with visual insight. - Gen-AI transforms for insight at machine speed and scale. #### Trust and governance - Single source of truth trusted, secure and compliant. - Enforced integrity via keys, constraints and validation rules. - Audit-ready with version history and native data lineage. #### Replayable history - As-of reporting on historical values with automated Delta records. - SCD2 reporting on historical attributes with slowly changing dimensions. - In-app revert to restore trusted versions for business continuity. What we deliver ### What we deliver ##### Synchronizing analytic engine Mirror the star schema and sync refreshes to Power BI or Analysis Services automatically. Out of sync breaks trust. ##### Pre-built ERP data models and ERP smarts Purpose-built models, star schemas optimized for ERP with ERP-aware transforms. ##### Intelligent data processing Minimize refresh times and resource usage with smart detection of changed records and proprietary Delta processing. ##### Cross-platform data unification Seamlessly combine ERP data with other business systems for complete visibility. ##### Enterprise versioning In-app version tracking with history, rollback and full audit trails for governance. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Zap Analytics Learn more ##### Fabric Support Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Data Warehouse Automation for Dynamics AX, answered. Why do I need a data warehouse at all? A data warehouse provides data governance, centralizing your trusted, secure and compliant data. A synchronized analytic engine then provides context with rich names, descriptions and defined relationships. Zap Data Hub uses Azure SQL, an ACID-compliant data warehouse that enforces data integrity through structure. What does Zap Data Hub offer that we can't build with in-house data experts? You can build it, but don't underestimate the effort. Most data experts aren't ERP experts. Zap ships the hard parts pre-built (ERP-tuned star-schema models) plus ERP-aware automation that keeps the analytic engine in sync, with governance baked in through enforced keys and versioning. The result is hours to first value, 80% less compute, more than 5x faster refreshes, and replayable history. I only need improved reporting, is a warehouse overkill? No. An automated warehouse stands up in under an hour and refreshes in minutes, even seconds. Even for reporting only, it protects your ERP from query load, keeps definitions consistent, and lays the foundation for future BI and AI. How does Zap prevent duplicate records and ensure data integrity? Power BI and OneLake can't enforce primary keys, so duplicates can corrupt financial reports silently. Even Fabric SQL Warehouse requires 'NOT ENFORCED' constraints. Zap uses Azure SQL Database (or SQL Database in Fabric) with enforced primary keys, catching duplicates before they reach a report. ERP financial data integrity is our specialty. How exactly are your proprietary Delta refreshes faster? Zap transforms each source change as two transactions: one reversing the original value, another adding the new value, like ledger adjustments. Synchronized to the analytic engine, this enables add-only processing and more than 5x faster refreshes, even for complex ERP data. How does Zap ensure data security and compliance? Zap safeguards data with enterprise-grade security across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. See our Cloud Security page for detail. What deployment options does Zap Data Hub provide? Zap Data Hub is a cloud-only, fully managed platform, with no infrastructure to install, patch or maintain. It connects securely to your data wherever it lives, cloud or on-premise, so your existing sources stay in place while Zap runs in the cloud. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Dynamics NAV → Data Warehouse Automation | Trusted Data | Zap URL: https://www.zapbi.com/data-warehouse-automation/dynamics-nav/ Zap transforms Dynamics NAV data into a trusted, automated data warehouse: pre-built models, enforced integrity and proprietary Delta processing. One source of truth for Power BI, Excel and AI, in days not months. Platform · Data Warehouse Automation · Dynamics NAV ## Dynamics NAV and Data Warehouse Automation Automated governance → Flexibility and performance Zap transforms Dynamics NAV data into an enterprise reporting and analytics platform. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insight and accelerates performance. Connect your Dynamics NAV data to a pre-built data model that serves Power BI, Excel and AI, with enforced integrity and replayable history. Deploy in days, refresh in minutes, and work with the same trusted numbers across every tool. Book a Demo Watch 2m Video ★ 4.3 on G2 from 46 reviews See it on your own Dynamics NAV data. Book a 20-minute demo with someone who works with Dynamics NAV every day. Book a Demo Sitting at the heart of a BI platform is the data warehouse, which hosts your enterprise models. It's a source of sanctioned data, as a system of record and as a hub, serving enterprise models for reporting, BI, and data science. Microsoft Governance ### The pillars of governance #### Trust it - Single source of truth - Single source of meaning - Single source of metrics #### Secure it - Secure platform - Secure data - Secure application #### Respect it - Personal data treatment - Sovereign data treatment - Industry data treatment In plain terms ### What is data warehouse automation? Data warehouse automation (DWA, sometimes written DWH automation) is software that designs, builds, loads and maintains a data warehouse for you, replacing the hand-coded pipelines and manual modeling that traditionally take months. It generates the schema, keeps it in sync as sources change, and manages the transformations underneath. Zap applies this to ERP data specifically: pre-built models for your ERP, a synchronized star schema, and enforced keys so the numbers hold up. By the numbers ### Zap provides 80% less compute with ELT vs. ETL. 5x faster analytic engine with Zap's proprietary Delta processing. 100 TB scale compressed warehouse data. Data warehouse automation ### What to expect #### Faster insight - Centralized context for a holistic understanding of your business. - Smarter decisions via analytics and BI with visual insight. - Gen-AI transforms for insight at machine speed and scale. #### Trust and governance - Single source of truth trusted, secure and compliant. - Enforced integrity via keys, constraints and validation rules. - Audit-ready with version history and native data lineage. #### Replayable history - As-of reporting on historical values with automated Delta records. - SCD2 reporting on historical attributes with slowly changing dimensions. - In-app revert to restore trusted versions for business continuity. What we deliver ### What we deliver ##### Synchronizing analytic engine Mirror the star schema and sync refreshes to Power BI or Analysis Services automatically. Out of sync breaks trust. ##### Pre-built ERP data models and ERP smarts Purpose-built models, star schemas optimized for ERP with ERP-aware transforms. ##### Intelligent data processing Minimize refresh times and resource usage with smart detection of changed records and proprietary Delta processing. ##### Cross-platform data unification Seamlessly combine ERP data with other business systems for complete visibility. ##### Enterprise versioning In-app version tracking with history, rollback and full audit trails for governance. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Zap Analytics Learn more ##### Fabric Support Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Data Warehouse Automation for Dynamics NAV, answered. Why do I need a data warehouse at all? A data warehouse provides data governance, centralizing your trusted, secure and compliant data. A synchronized analytic engine then provides context with rich names, descriptions and defined relationships. Zap Data Hub uses Azure SQL, an ACID-compliant data warehouse that enforces data integrity through structure. What does Zap Data Hub offer that we can't build with in-house data experts? You can build it, but don't underestimate the effort. Most data experts aren't ERP experts. Zap ships the hard parts pre-built (ERP-tuned star-schema models) plus ERP-aware automation that keeps the analytic engine in sync, with governance baked in through enforced keys and versioning. The result is hours to first value, 80% less compute, more than 5x faster refreshes, and replayable history. I only need improved reporting, is a warehouse overkill? No. An automated warehouse stands up in under an hour and refreshes in minutes, even seconds. Even for reporting only, it protects your ERP from query load, keeps definitions consistent, and lays the foundation for future BI and AI. How does Zap prevent duplicate records and ensure data integrity? Power BI and OneLake can't enforce primary keys, so duplicates can corrupt financial reports silently. Even Fabric SQL Warehouse requires 'NOT ENFORCED' constraints. Zap uses Azure SQL Database (or SQL Database in Fabric) with enforced primary keys, catching duplicates before they reach a report. ERP financial data integrity is our specialty. How exactly are your proprietary Delta refreshes faster? Zap transforms each source change as two transactions: one reversing the original value, another adding the new value, like ledger adjustments. Synchronized to the analytic engine, this enables add-only processing and more than 5x faster refreshes, even for complex ERP data. How does Zap ensure data security and compliance? Zap safeguards data with enterprise-grade security across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. See our Cloud Security page for detail. What deployment options does Zap Data Hub provide? Zap Data Hub is a cloud-only, fully managed platform, with no infrastructure to install, patch or maintain. It connects securely to your data wherever it lives, cloud or on-premise, so your existing sources stay in place while Zap runs in the cloud. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage 100 → Data Warehouse Automation | Trusted Data | Zap URL: https://www.zapbi.com/data-warehouse-automation/sage-100/ Zap transforms Sage 100 data into a trusted, automated data warehouse: pre-built models, enforced integrity and proprietary Delta processing. One source of truth for Power BI, Excel and AI, in days not months. Platform · Data Warehouse Automation · Sage 100 ## Sage 100 and Data Warehouse Automation Automated governance → Flexibility and performance Zap transforms Sage 100 data into an enterprise reporting and analytics platform. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insight and accelerates performance. Connect your Sage 100 data to a pre-built data model that serves Power BI, Excel and AI, with enforced integrity and replayable history. Deploy in days, refresh in minutes, and work with the same trusted numbers across every tool. Book a Demo Watch 2m Video ★ 4.3 on G2 from 46 reviews See it on your own Sage 100 data. Book a 20-minute demo with someone who works with Sage 100 every day. Book a Demo Sitting at the heart of a BI platform is the data warehouse, which hosts your enterprise models. It's a source of sanctioned data, as a system of record and as a hub, serving enterprise models for reporting, BI, and data science. Microsoft Governance ### The pillars of governance #### Trust it - Single source of truth - Single source of meaning - Single source of metrics #### Secure it - Secure platform - Secure data - Secure application #### Respect it - Personal data treatment - Sovereign data treatment - Industry data treatment In plain terms ### What is data warehouse automation? Data warehouse automation (DWA, sometimes written DWH automation) is software that designs, builds, loads and maintains a data warehouse for you, replacing the hand-coded pipelines and manual modeling that traditionally take months. It generates the schema, keeps it in sync as sources change, and manages the transformations underneath. Zap applies this to ERP data specifically: pre-built models for your ERP, a synchronized star schema, and enforced keys so the numbers hold up. By the numbers ### Zap provides 80% less compute with ELT vs. ETL. 5x faster analytic engine with Zap's proprietary Delta processing. 100 TB scale compressed warehouse data. Data warehouse automation ### What to expect #### Faster insight - Centralized context for a holistic understanding of your business. - Smarter decisions via analytics and BI with visual insight. - Gen-AI transforms for insight at machine speed and scale. #### Trust and governance - Single source of truth trusted, secure and compliant. - Enforced integrity via keys, constraints and validation rules. - Audit-ready with version history and native data lineage. #### Replayable history - As-of reporting on historical values with automated Delta records. - SCD2 reporting on historical attributes with slowly changing dimensions. - In-app revert to restore trusted versions for business continuity. What we deliver ### What we deliver ##### Synchronizing analytic engine Mirror the star schema and sync refreshes to Power BI or Analysis Services automatically. Out of sync breaks trust. ##### Pre-built ERP data models and ERP smarts Purpose-built models, star schemas optimized for ERP with ERP-aware transforms. ##### Intelligent data processing Minimize refresh times and resource usage with smart detection of changed records and proprietary Delta processing. ##### Cross-platform data unification Seamlessly combine ERP data with other business systems for complete visibility. ##### Enterprise versioning In-app version tracking with history, rollback and full audit trails for governance. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Zap Analytics Learn more ##### Fabric Support Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Data Warehouse Automation for Sage 100, answered. Why do I need a data warehouse at all? A data warehouse provides data governance, centralizing your trusted, secure and compliant data. A synchronized analytic engine then provides context with rich names, descriptions and defined relationships. Zap Data Hub uses Azure SQL, an ACID-compliant data warehouse that enforces data integrity through structure. What does Zap Data Hub offer that we can't build with in-house data experts? You can build it, but don't underestimate the effort. Most data experts aren't ERP experts. Zap ships the hard parts pre-built (ERP-tuned star-schema models) plus ERP-aware automation that keeps the analytic engine in sync, with governance baked in through enforced keys and versioning. The result is hours to first value, 80% less compute, more than 5x faster refreshes, and replayable history. I only need improved reporting, is a warehouse overkill? No. An automated warehouse stands up in under an hour and refreshes in minutes, even seconds. Even for reporting only, it protects your ERP from query load, keeps definitions consistent, and lays the foundation for future BI and AI. How does Zap prevent duplicate records and ensure data integrity? Power BI and OneLake can't enforce primary keys, so duplicates can corrupt financial reports silently. Even Fabric SQL Warehouse requires 'NOT ENFORCED' constraints. Zap uses Azure SQL Database (or SQL Database in Fabric) with enforced primary keys, catching duplicates before they reach a report. ERP financial data integrity is our specialty. How exactly are your proprietary Delta refreshes faster? Zap transforms each source change as two transactions: one reversing the original value, another adding the new value, like ledger adjustments. Synchronized to the analytic engine, this enables add-only processing and more than 5x faster refreshes, even for complex ERP data. How does Zap ensure data security and compliance? Zap safeguards data with enterprise-grade security across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. See our Cloud Security page for detail. What deployment options does Zap Data Hub provide? Zap Data Hub is a cloud-only, fully managed platform, with no infrastructure to install, patch or maintain. It connects securely to your data wherever it lives, cloud or on-premise, so your existing sources stay in place while Zap runs in the cloud. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage 300 → Data Warehouse Automation | Trusted Data | Zap URL: https://www.zapbi.com/data-warehouse-automation/sage-300/ Zap transforms Sage 300 data into a trusted, automated data warehouse: pre-built models, enforced integrity and proprietary Delta processing. One source of truth for Power BI, Excel and AI, in days not months. Platform · Data Warehouse Automation · Sage 300 ## Sage 300 and Data Warehouse Automation Automated governance → Flexibility and performance Zap transforms Sage 300 data into an enterprise reporting and analytics platform. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insight and accelerates performance. Connect your Sage 300 data to a pre-built data model that serves Power BI, Excel and AI, with enforced integrity and replayable history. Deploy in days, refresh in minutes, and work with the same trusted numbers across every tool. Book a Demo Watch 2m Video ★ 4.3 on G2 from 46 reviews See it on your own Sage 300 data. Book a 20-minute demo with someone who works with Sage 300 every day. Book a Demo Sitting at the heart of a BI platform is the data warehouse, which hosts your enterprise models. It's a source of sanctioned data, as a system of record and as a hub, serving enterprise models for reporting, BI, and data science. Microsoft Governance ### The pillars of governance #### Trust it - Single source of truth - Single source of meaning - Single source of metrics #### Secure it - Secure platform - Secure data - Secure application #### Respect it - Personal data treatment - Sovereign data treatment - Industry data treatment In plain terms ### What is data warehouse automation? Data warehouse automation (DWA, sometimes written DWH automation) is software that designs, builds, loads and maintains a data warehouse for you, replacing the hand-coded pipelines and manual modeling that traditionally take months. It generates the schema, keeps it in sync as sources change, and manages the transformations underneath. Zap applies this to ERP data specifically: pre-built models for your ERP, a synchronized star schema, and enforced keys so the numbers hold up. By the numbers ### Zap provides 80% less compute with ELT vs. ETL. 5x faster analytic engine with Zap's proprietary Delta processing. 100 TB scale compressed warehouse data. Data warehouse automation ### What to expect #### Faster insight - Centralized context for a holistic understanding of your business. - Smarter decisions via analytics and BI with visual insight. - Gen-AI transforms for insight at machine speed and scale. #### Trust and governance - Single source of truth trusted, secure and compliant. - Enforced integrity via keys, constraints and validation rules. - Audit-ready with version history and native data lineage. #### Replayable history - As-of reporting on historical values with automated Delta records. - SCD2 reporting on historical attributes with slowly changing dimensions. - In-app revert to restore trusted versions for business continuity. What we deliver ### What we deliver ##### Synchronizing analytic engine Mirror the star schema and sync refreshes to Power BI or Analysis Services automatically. Out of sync breaks trust. ##### Pre-built ERP data models and ERP smarts Purpose-built models, star schemas optimized for ERP with ERP-aware transforms. ##### Intelligent data processing Minimize refresh times and resource usage with smart detection of changed records and proprietary Delta processing. ##### Cross-platform data unification Seamlessly combine ERP data with other business systems for complete visibility. ##### Enterprise versioning In-app version tracking with history, rollback and full audit trails for governance. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Zap Analytics Learn more ##### Fabric Support Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Data Warehouse Automation for Sage 300, answered. Why do I need a data warehouse at all? A data warehouse provides data governance, centralizing your trusted, secure and compliant data. A synchronized analytic engine then provides context with rich names, descriptions and defined relationships. Zap Data Hub uses Azure SQL, an ACID-compliant data warehouse that enforces data integrity through structure. What does Zap Data Hub offer that we can't build with in-house data experts? You can build it, but don't underestimate the effort. Most data experts aren't ERP experts. Zap ships the hard parts pre-built (ERP-tuned star-schema models) plus ERP-aware automation that keeps the analytic engine in sync, with governance baked in through enforced keys and versioning. The result is hours to first value, 80% less compute, more than 5x faster refreshes, and replayable history. I only need improved reporting, is a warehouse overkill? No. An automated warehouse stands up in under an hour and refreshes in minutes, even seconds. Even for reporting only, it protects your ERP from query load, keeps definitions consistent, and lays the foundation for future BI and AI. How does Zap prevent duplicate records and ensure data integrity? Power BI and OneLake can't enforce primary keys, so duplicates can corrupt financial reports silently. Even Fabric SQL Warehouse requires 'NOT ENFORCED' constraints. Zap uses Azure SQL Database (or SQL Database in Fabric) with enforced primary keys, catching duplicates before they reach a report. ERP financial data integrity is our specialty. How exactly are your proprietary Delta refreshes faster? Zap transforms each source change as two transactions: one reversing the original value, another adding the new value, like ledger adjustments. Synchronized to the analytic engine, this enables add-only processing and more than 5x faster refreshes, even for complex ERP data. How does Zap ensure data security and compliance? Zap safeguards data with enterprise-grade security across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. See our Cloud Security page for detail. What deployment options does Zap Data Hub provide? Zap Data Hub is a cloud-only, fully managed platform, with no infrastructure to install, patch or maintain. It connects securely to your data wherever it lives, cloud or on-premise, so your existing sources stay in place while Zap runs in the cloud. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage Intacct → Data Warehouse Automation | Trusted Data | Zap URL: https://www.zapbi.com/data-warehouse-automation/sage-intacct/ Zap transforms Sage Intacct data into a trusted, automated data warehouse: pre-built models, enforced integrity and proprietary Delta processing. One source of truth for Power BI, Excel and AI, in days not months. Platform · Data Warehouse Automation · Sage Intacct ## Sage Intacct and Data Warehouse Automation Automated governance → Flexibility and performance Zap transforms Sage Intacct data into an enterprise reporting and analytics platform. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insight and accelerates performance. Connect your Sage Intacct data to a pre-built data model that serves Power BI, Excel and AI, with enforced integrity and replayable history. Deploy in days, refresh in minutes, and work with the same trusted numbers across every tool. Book a Demo Watch 2m Video ★ 4.3 on G2 from 46 reviews See it on your own Sage Intacct data. Book a 20-minute demo with someone who works with Sage Intacct every day. Book a Demo Sitting at the heart of a BI platform is the data warehouse, which hosts your enterprise models. It's a source of sanctioned data, as a system of record and as a hub, serving enterprise models for reporting, BI, and data science. Microsoft Governance ### The pillars of governance #### Trust it - Single source of truth - Single source of meaning - Single source of metrics #### Secure it - Secure platform - Secure data - Secure application #### Respect it - Personal data treatment - Sovereign data treatment - Industry data treatment In plain terms ### What is data warehouse automation? Data warehouse automation (DWA, sometimes written DWH automation) is software that designs, builds, loads and maintains a data warehouse for you, replacing the hand-coded pipelines and manual modeling that traditionally take months. It generates the schema, keeps it in sync as sources change, and manages the transformations underneath. Zap applies this to ERP data specifically: pre-built models for your ERP, a synchronized star schema, and enforced keys so the numbers hold up. By the numbers ### Zap provides 80% less compute with ELT vs. ETL. 5x faster analytic engine with Zap's proprietary Delta processing. 100 TB scale compressed warehouse data. Data warehouse automation ### What to expect #### Faster insight - Centralized context for a holistic understanding of your business. - Smarter decisions via analytics and BI with visual insight. - Gen-AI transforms for insight at machine speed and scale. #### Trust and governance - Single source of truth trusted, secure and compliant. - Enforced integrity via keys, constraints and validation rules. - Audit-ready with version history and native data lineage. #### Replayable history - As-of reporting on historical values with automated Delta records. - SCD2 reporting on historical attributes with slowly changing dimensions. - In-app revert to restore trusted versions for business continuity. What we deliver ### What we deliver ##### Synchronizing analytic engine Mirror the star schema and sync refreshes to Power BI or Analysis Services automatically. Out of sync breaks trust. ##### Pre-built ERP data models and ERP smarts Purpose-built models, star schemas optimized for ERP with ERP-aware transforms. ##### Intelligent data processing Minimize refresh times and resource usage with smart detection of changed records and proprietary Delta processing. ##### Cross-platform data unification Seamlessly combine ERP data with other business systems for complete visibility. ##### Enterprise versioning In-app version tracking with history, rollback and full audit trails for governance. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Zap Analytics Learn more ##### Fabric Support Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Data Warehouse Automation for Sage Intacct, answered. Why do I need a data warehouse at all? A data warehouse provides data governance, centralizing your trusted, secure and compliant data. A synchronized analytic engine then provides context with rich names, descriptions and defined relationships. Zap Data Hub uses Azure SQL, an ACID-compliant data warehouse that enforces data integrity through structure. What does Zap Data Hub offer that we can't build with in-house data experts? You can build it, but don't underestimate the effort. Most data experts aren't ERP experts. Zap ships the hard parts pre-built (ERP-tuned star-schema models) plus ERP-aware automation that keeps the analytic engine in sync, with governance baked in through enforced keys and versioning. The result is hours to first value, 80% less compute, more than 5x faster refreshes, and replayable history. I only need improved reporting, is a warehouse overkill? No. An automated warehouse stands up in under an hour and refreshes in minutes, even seconds. Even for reporting only, it protects your ERP from query load, keeps definitions consistent, and lays the foundation for future BI and AI. How does Zap prevent duplicate records and ensure data integrity? Power BI and OneLake can't enforce primary keys, so duplicates can corrupt financial reports silently. Even Fabric SQL Warehouse requires 'NOT ENFORCED' constraints. Zap uses Azure SQL Database (or SQL Database in Fabric) with enforced primary keys, catching duplicates before they reach a report. ERP financial data integrity is our specialty. How exactly are your proprietary Delta refreshes faster? Zap transforms each source change as two transactions: one reversing the original value, another adding the new value, like ledger adjustments. Synchronized to the analytic engine, this enables add-only processing and more than 5x faster refreshes, even for complex ERP data. How does Zap ensure data security and compliance? Zap safeguards data with enterprise-grade security across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. See our Cloud Security page for detail. What deployment options does Zap Data Hub provide? Zap Data Hub is a cloud-only, fully managed platform, with no infrastructure to install, patch or maintain. It connects securely to your data wherever it lives, cloud or on-premise, so your existing sources stay in place while Zap runs in the cloud. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage X3 → Data Warehouse Automation | Trusted Data | Zap URL: https://www.zapbi.com/data-warehouse-automation/sage-x3/ Zap transforms Sage X3 data into a trusted, automated data warehouse: pre-built models, enforced integrity and proprietary Delta processing. One source of truth for Power BI, Excel and AI, in days not months. Platform · Data Warehouse Automation · Sage X3 ## Sage X3 and Data Warehouse Automation Automated governance → Flexibility and performance Zap transforms Sage X3 data into an enterprise reporting and analytics platform. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insight and accelerates performance. Connect your Sage X3 data to a pre-built data model that serves Power BI, Excel and AI, with enforced integrity and replayable history. Deploy in days, refresh in minutes, and work with the same trusted numbers across every tool. Book a Demo Watch 2m Video ★ 4.3 on G2 from 46 reviews See it on your own Sage X3 data. Book a 20-minute demo with someone who works with Sage X3 every day. Book a Demo Sitting at the heart of a BI platform is the data warehouse, which hosts your enterprise models. It's a source of sanctioned data, as a system of record and as a hub, serving enterprise models for reporting, BI, and data science. Microsoft Governance ### The pillars of governance #### Trust it - Single source of truth - Single source of meaning - Single source of metrics #### Secure it - Secure platform - Secure data - Secure application #### Respect it - Personal data treatment - Sovereign data treatment - Industry data treatment In plain terms ### What is data warehouse automation? Data warehouse automation (DWA, sometimes written DWH automation) is software that designs, builds, loads and maintains a data warehouse for you, replacing the hand-coded pipelines and manual modeling that traditionally take months. It generates the schema, keeps it in sync as sources change, and manages the transformations underneath. Zap applies this to ERP data specifically: pre-built models for your ERP, a synchronized star schema, and enforced keys so the numbers hold up. By the numbers ### Zap provides 80% less compute with ELT vs. ETL. 5x faster analytic engine with Zap's proprietary Delta processing. 100 TB scale compressed warehouse data. Data warehouse automation ### What to expect #### Faster insight - Centralized context for a holistic understanding of your business. - Smarter decisions via analytics and BI with visual insight. - Gen-AI transforms for insight at machine speed and scale. #### Trust and governance - Single source of truth trusted, secure and compliant. - Enforced integrity via keys, constraints and validation rules. - Audit-ready with version history and native data lineage. #### Replayable history - As-of reporting on historical values with automated Delta records. - SCD2 reporting on historical attributes with slowly changing dimensions. - In-app revert to restore trusted versions for business continuity. What we deliver ### What we deliver ##### Synchronizing analytic engine Mirror the star schema and sync refreshes to Power BI or Analysis Services automatically. Out of sync breaks trust. ##### Pre-built ERP data models and ERP smarts Purpose-built models, star schemas optimized for ERP with ERP-aware transforms. ##### Intelligent data processing Minimize refresh times and resource usage with smart detection of changed records and proprietary Delta processing. ##### Cross-platform data unification Seamlessly combine ERP data with other business systems for complete visibility. ##### Enterprise versioning In-app version tracking with history, rollback and full audit trails for governance. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Zap Analytics Learn more ##### Fabric Support Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Data Warehouse Automation for Sage X3, answered. Why do I need a data warehouse at all? A data warehouse provides data governance, centralizing your trusted, secure and compliant data. A synchronized analytic engine then provides context with rich names, descriptions and defined relationships. Zap Data Hub uses Azure SQL, an ACID-compliant data warehouse that enforces data integrity through structure. What does Zap Data Hub offer that we can't build with in-house data experts? You can build it, but don't underestimate the effort. Most data experts aren't ERP experts. Zap ships the hard parts pre-built (ERP-tuned star-schema models) plus ERP-aware automation that keeps the analytic engine in sync, with governance baked in through enforced keys and versioning. The result is hours to first value, 80% less compute, more than 5x faster refreshes, and replayable history. I only need improved reporting, is a warehouse overkill? No. An automated warehouse stands up in under an hour and refreshes in minutes, even seconds. Even for reporting only, it protects your ERP from query load, keeps definitions consistent, and lays the foundation for future BI and AI. How does Zap prevent duplicate records and ensure data integrity? Power BI and OneLake can't enforce primary keys, so duplicates can corrupt financial reports silently. Even Fabric SQL Warehouse requires 'NOT ENFORCED' constraints. Zap uses Azure SQL Database (or SQL Database in Fabric) with enforced primary keys, catching duplicates before they reach a report. ERP financial data integrity is our specialty. How exactly are your proprietary Delta refreshes faster? Zap transforms each source change as two transactions: one reversing the original value, another adding the new value, like ledger adjustments. Synchronized to the analytic engine, this enables add-only processing and more than 5x faster refreshes, even for complex ERP data. How does Zap ensure data security and compliance? Zap safeguards data with enterprise-grade security across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. See our Cloud Security page for detail. What deployment options does Zap Data Hub provide? Zap Data Hub is a cloud-only, fully managed platform, with no infrastructure to install, patch or maintain. It connects securely to your data wherever it lives, cloud or on-premise, so your existing sources stay in place while Zap runs in the cloud. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # SAP Business One → Data Warehouse Automation | Trusted Data | Zap URL: https://www.zapbi.com/data-warehouse-automation/sap-business-one/ Zap transforms SAP Business One data into a trusted, automated data warehouse: pre-built models, enforced integrity and proprietary Delta processing. One source of truth for Power BI, Excel and AI, in days not months. Platform · Data Warehouse Automation · SAP Business One ## SAP Business One and Data Warehouse Automation Automated governance → Flexibility and performance Zap transforms SAP Business One data into an enterprise reporting and analytics platform. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insight and accelerates performance. Connect your SAP Business One data to a pre-built data model that serves Power BI, Excel and AI, with enforced integrity and replayable history. Deploy in days, refresh in minutes, and work with the same trusted numbers across every tool. Book a Demo Watch 2m Video ★ 4.3 on G2 from 46 reviews See it on your own SAP Business One data. Book a 20-minute demo with someone who works with SAP Business One every day. Book a Demo Sitting at the heart of a BI platform is the data warehouse, which hosts your enterprise models. It's a source of sanctioned data, as a system of record and as a hub, serving enterprise models for reporting, BI, and data science. Microsoft Governance ### The pillars of governance #### Trust it - Single source of truth - Single source of meaning - Single source of metrics #### Secure it - Secure platform - Secure data - Secure application #### Respect it - Personal data treatment - Sovereign data treatment - Industry data treatment In plain terms ### What is data warehouse automation? Data warehouse automation (DWA, sometimes written DWH automation) is software that designs, builds, loads and maintains a data warehouse for you, replacing the hand-coded pipelines and manual modeling that traditionally take months. It generates the schema, keeps it in sync as sources change, and manages the transformations underneath. Zap applies this to ERP data specifically: pre-built models for your ERP, a synchronized star schema, and enforced keys so the numbers hold up. By the numbers ### Zap provides 80% less compute with ELT vs. ETL. 5x faster analytic engine with Zap's proprietary Delta processing. 100 TB scale compressed warehouse data. Data warehouse automation ### What to expect #### Faster insight - Centralized context for a holistic understanding of your business. - Smarter decisions via analytics and BI with visual insight. - Gen-AI transforms for insight at machine speed and scale. #### Trust and governance - Single source of truth trusted, secure and compliant. - Enforced integrity via keys, constraints and validation rules. - Audit-ready with version history and native data lineage. #### Replayable history - As-of reporting on historical values with automated Delta records. - SCD2 reporting on historical attributes with slowly changing dimensions. - In-app revert to restore trusted versions for business continuity. What we deliver ### What we deliver ##### Synchronizing analytic engine Mirror the star schema and sync refreshes to Power BI or Analysis Services automatically. Out of sync breaks trust. ##### Pre-built ERP data models and ERP smarts Purpose-built models, star schemas optimized for ERP with ERP-aware transforms. ##### Intelligent data processing Minimize refresh times and resource usage with smart detection of changed records and proprietary Delta processing. ##### Cross-platform data unification Seamlessly combine ERP data with other business systems for complete visibility. ##### Enterprise versioning In-app version tracking with history, rollback and full audit trails for governance. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Zap Analytics Learn more ##### Fabric Support Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Data Warehouse Automation for SAP Business One, answered. Why do I need a data warehouse at all? A data warehouse provides data governance, centralizing your trusted, secure and compliant data. A synchronized analytic engine then provides context with rich names, descriptions and defined relationships. Zap Data Hub uses Azure SQL, an ACID-compliant data warehouse that enforces data integrity through structure. What does Zap Data Hub offer that we can't build with in-house data experts? You can build it, but don't underestimate the effort. Most data experts aren't ERP experts. Zap ships the hard parts pre-built (ERP-tuned star-schema models) plus ERP-aware automation that keeps the analytic engine in sync, with governance baked in through enforced keys and versioning. The result is hours to first value, 80% less compute, more than 5x faster refreshes, and replayable history. I only need improved reporting, is a warehouse overkill? No. An automated warehouse stands up in under an hour and refreshes in minutes, even seconds. Even for reporting only, it protects your ERP from query load, keeps definitions consistent, and lays the foundation for future BI and AI. How does Zap prevent duplicate records and ensure data integrity? Power BI and OneLake can't enforce primary keys, so duplicates can corrupt financial reports silently. Even Fabric SQL Warehouse requires 'NOT ENFORCED' constraints. Zap uses Azure SQL Database (or SQL Database in Fabric) with enforced primary keys, catching duplicates before they reach a report. ERP financial data integrity is our specialty. How exactly are your proprietary Delta refreshes faster? Zap transforms each source change as two transactions: one reversing the original value, another adding the new value, like ledger adjustments. Synchronized to the analytic engine, this enables add-only processing and more than 5x faster refreshes, even for complex ERP data. How does Zap ensure data security and compliance? Zap safeguards data with enterprise-grade security across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. See our Cloud Security page for detail. What deployment options does Zap Data Hub provide? Zap Data Hub is a cloud-only, fully managed platform, with no infrastructure to install, patch or maintain. It connects securely to your data wherever it lives, cloud or on-premise, so your existing sources stay in place while Zap runs in the cloud. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Syspro → Data Warehouse Automation | Trusted Data | Zap URL: https://www.zapbi.com/data-warehouse-automation/syspro/ Zap transforms Syspro data into a trusted, automated data warehouse: pre-built models, enforced integrity and proprietary Delta processing. One source of truth for Power BI, Excel and AI, in days not months. Platform · Data Warehouse Automation · Syspro ## Syspro and Data Warehouse Automation Automated governance → Flexibility and performance Zap transforms Syspro data into an enterprise reporting and analytics platform. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insight and accelerates performance. Connect your Syspro data to a pre-built data model that serves Power BI, Excel and AI, with enforced integrity and replayable history. Deploy in days, refresh in minutes, and work with the same trusted numbers across every tool. Book a Demo Watch 2m Video ★ 4.3 on G2 from 46 reviews See it on your own Syspro data. Book a 20-minute demo with someone who works with Syspro every day. Book a Demo Sitting at the heart of a BI platform is the data warehouse, which hosts your enterprise models. It's a source of sanctioned data, as a system of record and as a hub, serving enterprise models for reporting, BI, and data science. Microsoft Governance ### The pillars of governance #### Trust it - Single source of truth - Single source of meaning - Single source of metrics #### Secure it - Secure platform - Secure data - Secure application #### Respect it - Personal data treatment - Sovereign data treatment - Industry data treatment In plain terms ### What is data warehouse automation? Data warehouse automation (DWA, sometimes written DWH automation) is software that designs, builds, loads and maintains a data warehouse for you, replacing the hand-coded pipelines and manual modeling that traditionally take months. It generates the schema, keeps it in sync as sources change, and manages the transformations underneath. Zap applies this to ERP data specifically: pre-built models for your ERP, a synchronized star schema, and enforced keys so the numbers hold up. By the numbers ### Zap provides 80% less compute with ELT vs. ETL. 5x faster analytic engine with Zap's proprietary Delta processing. 100 TB scale compressed warehouse data. Data warehouse automation ### What to expect #### Faster insight - Centralized context for a holistic understanding of your business. - Smarter decisions via analytics and BI with visual insight. - Gen-AI transforms for insight at machine speed and scale. #### Trust and governance - Single source of truth trusted, secure and compliant. - Enforced integrity via keys, constraints and validation rules. - Audit-ready with version history and native data lineage. #### Replayable history - As-of reporting on historical values with automated Delta records. - SCD2 reporting on historical attributes with slowly changing dimensions. - In-app revert to restore trusted versions for business continuity. What we deliver ### What we deliver ##### Synchronizing analytic engine Mirror the star schema and sync refreshes to Power BI or Analysis Services automatically. Out of sync breaks trust. ##### Pre-built ERP data models and ERP smarts Purpose-built models, star schemas optimized for ERP with ERP-aware transforms. ##### Intelligent data processing Minimize refresh times and resource usage with smart detection of changed records and proprietary Delta processing. ##### Cross-platform data unification Seamlessly combine ERP data with other business systems for complete visibility. ##### Enterprise versioning In-app version tracking with history, rollback and full audit trails for governance. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Zap Analytics Learn more ##### Fabric Support Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Data Warehouse Automation for Syspro, answered. Why do I need a data warehouse at all? A data warehouse provides data governance, centralizing your trusted, secure and compliant data. A synchronized analytic engine then provides context with rich names, descriptions and defined relationships. Zap Data Hub uses Azure SQL, an ACID-compliant data warehouse that enforces data integrity through structure. What does Zap Data Hub offer that we can't build with in-house data experts? You can build it, but don't underestimate the effort. Most data experts aren't ERP experts. Zap ships the hard parts pre-built (ERP-tuned star-schema models) plus ERP-aware automation that keeps the analytic engine in sync, with governance baked in through enforced keys and versioning. The result is hours to first value, 80% less compute, more than 5x faster refreshes, and replayable history. I only need improved reporting, is a warehouse overkill? No. An automated warehouse stands up in under an hour and refreshes in minutes, even seconds. Even for reporting only, it protects your ERP from query load, keeps definitions consistent, and lays the foundation for future BI and AI. How does Zap prevent duplicate records and ensure data integrity? Power BI and OneLake can't enforce primary keys, so duplicates can corrupt financial reports silently. Even Fabric SQL Warehouse requires 'NOT ENFORCED' constraints. Zap uses Azure SQL Database (or SQL Database in Fabric) with enforced primary keys, catching duplicates before they reach a report. ERP financial data integrity is our specialty. How exactly are your proprietary Delta refreshes faster? Zap transforms each source change as two transactions: one reversing the original value, another adding the new value, like ledger adjustments. Synchronized to the analytic engine, this enables add-only processing and more than 5x faster refreshes, even for complex ERP data. How does Zap ensure data security and compliance? Zap safeguards data with enterprise-grade security across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. See our Cloud Security page for detail. What deployment options does Zap Data Hub provide? Zap Data Hub is a cloud-only, fully managed platform, with no infrastructure to install, patch or maintain. It connects securely to your data wherever it lives, cloud or on-premise, so your existing sources stay in place while Zap runs in the cloud. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Wiise → Data Warehouse Automation | Trusted Data | Zap URL: https://www.zapbi.com/data-warehouse-automation/wiise/ Zap transforms Wiise data into a trusted, automated data warehouse: pre-built models, enforced integrity and proprietary Delta processing. One source of truth for Power BI, Excel and AI, in days not months. Platform · Data Warehouse Automation · Wiise ## Wiise and Data Warehouse Automation Automated governance → Flexibility and performance Zap transforms Wiise data into an enterprise reporting and analytics platform. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insight and accelerates performance. Connect your Wiise data to a pre-built data model that serves Power BI, Excel and AI, with enforced integrity and replayable history. Deploy in days, refresh in minutes, and work with the same trusted numbers across every tool. Book a Demo Watch 2m Video ★ 4.3 on G2 from 46 reviews See it on your own Wiise data. Book a 20-minute demo with someone who works with Wiise every day. Book a Demo Sitting at the heart of a BI platform is the data warehouse, which hosts your enterprise models. It's a source of sanctioned data, as a system of record and as a hub, serving enterprise models for reporting, BI, and data science. Microsoft Governance ### The pillars of governance #### Trust it - Single source of truth - Single source of meaning - Single source of metrics #### Secure it - Secure platform - Secure data - Secure application #### Respect it - Personal data treatment - Sovereign data treatment - Industry data treatment In plain terms ### What is data warehouse automation? Data warehouse automation (DWA, sometimes written DWH automation) is software that designs, builds, loads and maintains a data warehouse for you, replacing the hand-coded pipelines and manual modeling that traditionally take months. It generates the schema, keeps it in sync as sources change, and manages the transformations underneath. Zap applies this to ERP data specifically: pre-built models for your ERP, a synchronized star schema, and enforced keys so the numbers hold up. By the numbers ### Zap provides 80% less compute with ELT vs. ETL. 5x faster analytic engine with Zap's proprietary Delta processing. 100 TB scale compressed warehouse data. Data warehouse automation ### What to expect #### Faster insight - Centralized context for a holistic understanding of your business. - Smarter decisions via analytics and BI with visual insight. - Gen-AI transforms for insight at machine speed and scale. #### Trust and governance - Single source of truth trusted, secure and compliant. - Enforced integrity via keys, constraints and validation rules. - Audit-ready with version history and native data lineage. #### Replayable history - As-of reporting on historical values with automated Delta records. - SCD2 reporting on historical attributes with slowly changing dimensions. - In-app revert to restore trusted versions for business continuity. What we deliver ### What we deliver ##### Synchronizing analytic engine Mirror the star schema and sync refreshes to Power BI or Analysis Services automatically. Out of sync breaks trust. ##### Pre-built ERP data models and ERP smarts Purpose-built models, star schemas optimized for ERP with ERP-aware transforms. ##### Intelligent data processing Minimize refresh times and resource usage with smart detection of changed records and proprietary Delta processing. ##### Cross-platform data unification Seamlessly combine ERP data with other business systems for complete visibility. ##### Enterprise versioning In-app version tracking with history, rollback and full audit trails for governance. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Zap Analytics Learn more ##### Fabric Support Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Data Warehouse Automation for Wiise, answered. Why do I need a data warehouse at all? A data warehouse provides data governance, centralizing your trusted, secure and compliant data. A synchronized analytic engine then provides context with rich names, descriptions and defined relationships. Zap Data Hub uses Azure SQL, an ACID-compliant data warehouse that enforces data integrity through structure. What does Zap Data Hub offer that we can't build with in-house data experts? You can build it, but don't underestimate the effort. Most data experts aren't ERP experts. Zap ships the hard parts pre-built (ERP-tuned star-schema models) plus ERP-aware automation that keeps the analytic engine in sync, with governance baked in through enforced keys and versioning. The result is hours to first value, 80% less compute, more than 5x faster refreshes, and replayable history. I only need improved reporting, is a warehouse overkill? No. An automated warehouse stands up in under an hour and refreshes in minutes, even seconds. Even for reporting only, it protects your ERP from query load, keeps definitions consistent, and lays the foundation for future BI and AI. How does Zap prevent duplicate records and ensure data integrity? Power BI and OneLake can't enforce primary keys, so duplicates can corrupt financial reports silently. Even Fabric SQL Warehouse requires 'NOT ENFORCED' constraints. Zap uses Azure SQL Database (or SQL Database in Fabric) with enforced primary keys, catching duplicates before they reach a report. ERP financial data integrity is our specialty. How exactly are your proprietary Delta refreshes faster? Zap transforms each source change as two transactions: one reversing the original value, another adding the new value, like ledger adjustments. Synchronized to the analytic engine, this enables add-only processing and more than 5x faster refreshes, even for complex ERP data. How does Zap ensure data security and compliance? Zap safeguards data with enterprise-grade security across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. See our Cloud Security page for detail. What deployment options does Zap Data Hub provide? Zap Data Hub is a cloud-only, fully managed platform, with no infrastructure to install, patch or maintain. It connects securely to your data wherever it lives, cloud or on-premise, so your existing sources stay in place while Zap runs in the cloud. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Xero → Data Warehouse Automation | Trusted Data | Zap URL: https://www.zapbi.com/data-warehouse-automation/xero/ Zap transforms Xero data into a trusted, automated data warehouse: pre-built models, enforced integrity and proprietary Delta processing. One source of truth for Power BI, Excel and AI, in days not months. Platform · Data Warehouse Automation · Xero ## Xero and Data Warehouse Automation Automated governance → Flexibility and performance Zap transforms Xero data into an enterprise reporting and analytics platform. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insight and accelerates performance. Connect your Xero data to a pre-built data model that serves Power BI, Excel and AI, with enforced integrity and replayable history. Deploy in days, refresh in minutes, and work with the same trusted numbers across every tool. Book a Demo Watch 2m Video ★ 4.3 on G2 from 46 reviews See it on your own Xero data. Book a 20-minute demo with someone who works with Xero every day. Book a Demo Sitting at the heart of a BI platform is the data warehouse, which hosts your enterprise models. It's a source of sanctioned data, as a system of record and as a hub, serving enterprise models for reporting, BI, and data science. Microsoft Governance ### The pillars of governance #### Trust it - Single source of truth - Single source of meaning - Single source of metrics #### Secure it - Secure platform - Secure data - Secure application #### Respect it - Personal data treatment - Sovereign data treatment - Industry data treatment In plain terms ### What is data warehouse automation? Data warehouse automation (DWA, sometimes written DWH automation) is software that designs, builds, loads and maintains a data warehouse for you, replacing the hand-coded pipelines and manual modeling that traditionally take months. It generates the schema, keeps it in sync as sources change, and manages the transformations underneath. Zap applies this to ERP data specifically: pre-built models for your ERP, a synchronized star schema, and enforced keys so the numbers hold up. By the numbers ### Zap provides 80% less compute with ELT vs. ETL. 5x faster analytic engine with Zap's proprietary Delta processing. 100 TB scale compressed warehouse data. Data warehouse automation ### What to expect #### Faster insight - Centralized context for a holistic understanding of your business. - Smarter decisions via analytics and BI with visual insight. - Gen-AI transforms for insight at machine speed and scale. #### Trust and governance - Single source of truth trusted, secure and compliant. - Enforced integrity via keys, constraints and validation rules. - Audit-ready with version history and native data lineage. #### Replayable history - As-of reporting on historical values with automated Delta records. - SCD2 reporting on historical attributes with slowly changing dimensions. - In-app revert to restore trusted versions for business continuity. What we deliver ### What we deliver ##### Synchronizing analytic engine Mirror the star schema and sync refreshes to Power BI or Analysis Services automatically. Out of sync breaks trust. ##### Pre-built ERP data models and ERP smarts Purpose-built models, star schemas optimized for ERP with ERP-aware transforms. ##### Intelligent data processing Minimize refresh times and resource usage with smart detection of changed records and proprietary Delta processing. ##### Cross-platform data unification Seamlessly combine ERP data with other business systems for complete visibility. ##### Enterprise versioning In-app version tracking with history, rollback and full audit trails for governance. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Zap Analytics Learn more ##### Fabric Support Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Data Warehouse Automation for Xero, answered. Why do I need a data warehouse at all? A data warehouse provides data governance, centralizing your trusted, secure and compliant data. A synchronized analytic engine then provides context with rich names, descriptions and defined relationships. Zap Data Hub uses Azure SQL, an ACID-compliant data warehouse that enforces data integrity through structure. What does Zap Data Hub offer that we can't build with in-house data experts? You can build it, but don't underestimate the effort. Most data experts aren't ERP experts. Zap ships the hard parts pre-built (ERP-tuned star-schema models) plus ERP-aware automation that keeps the analytic engine in sync, with governance baked in through enforced keys and versioning. The result is hours to first value, 80% less compute, more than 5x faster refreshes, and replayable history. I only need improved reporting, is a warehouse overkill? No. An automated warehouse stands up in under an hour and refreshes in minutes, even seconds. Even for reporting only, it protects your ERP from query load, keeps definitions consistent, and lays the foundation for future BI and AI. How does Zap prevent duplicate records and ensure data integrity? Power BI and OneLake can't enforce primary keys, so duplicates can corrupt financial reports silently. Even Fabric SQL Warehouse requires 'NOT ENFORCED' constraints. Zap uses Azure SQL Database (or SQL Database in Fabric) with enforced primary keys, catching duplicates before they reach a report. ERP financial data integrity is our specialty. How exactly are your proprietary Delta refreshes faster? Zap transforms each source change as two transactions: one reversing the original value, another adding the new value, like ledger adjustments. Synchronized to the analytic engine, this enables add-only processing and more than 5x faster refreshes, even for complex ERP data. How does Zap ensure data security and compliance? Zap safeguards data with enterprise-grade security across physical, operational and application layers. Zap holds its own ISO/IEC 27001:2022 certification. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. See our Cloud Security page for detail. What deployment options does Zap Data Hub provide? Zap Data Hub is a cloud-only, fully managed platform, with no infrastructure to install, patch or maintain. It connects securely to your data wherever it lives, cloud or on-premise, so your existing sources stay in place while Zap runs in the cloud. ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Dynamics 365 F&SCM Connectivity FAQs | Zap URL: https://www.zapbi.com/dynamics-365-f-and-scm-connectivity-faqs/ How Zap's X++ extractor delivers near-real-time Dynamics 365 F&SCM (Finance & Operations) data without throttling production, and why OData, BYOD and Fabric exports fall short for the month-end close. Dynamics 365 F&SCM · Connectivity ## D365 F&SCM Connectivity FAQs Get trusted D365 F&SCM data without the bottlenecks Zap's X++ extractor delivers Dynamics 365 F&SCM teams near-real-time data loads without throttling production. The FAQ below breaks down how it works, why OData/BYOD/Fabric exports fall short for the month-end close, and answers key questions about performance, delete capture, and roadmap. Request Demo Watch 2m Video Question | Answer | How does Zap extract data from D365? | A signed deployable X++ package that runs as a batch job, pulling only delta records since last extraction using timestamp-based incremental processing. | Why not use OData, BYOD, or Synapse / Fabric? | OData is near-real-time but too slow for warehouse loads. Lake/Synapse/Fabric exports land every 5-15 min (typical) and can stretch to ~60 min on very large tables. Too slow for finance teams at month end. | Is the X++ extractor a workaround? | No. It follows the same deployable package model used by every Dynamics ISV solution (tax, EDI, etc.). We support both classic LCS deployments and Power Platform deployments using unified packages. | Why hasn't Microsoft built the same real-time feed? | Microsoft provides solutions that fit within their broader ecosystem of tools and product strategy. These tools are strong for the general use case, but not strong for real-time finance use cases. | Could Microsoft block this later? | Highly unlikely. Removing deployable packages would break hundreds of ISV solutions. API changes carry 12-24 months' notice. | Will it impact D365 performance? | Queries run NOLOCK as low-priority batch jobs. If D365 auto-kills the job to protect performance, Zap resumes from the last processed partition, and the UI threads stay unaffected. | How are deletes handled? | We copy posted rows only. Hard deletes are reconciled via a scheduled partition reload (weekly default, nightly optional). | Query pattern & indexing? | Single-table reads or header/line joins on timestamp. Ad-hoc SQL not supported. All modeling is performed in the warehouse. Zap flags a few one-time indexes for high-volume tables. | Can we still use Fabric or Synapse? | Yes. Zap can source from Fabric or Synapse as an alternative when needed. We default to X++ to significantly reduce latency and setup. | Roadmap? | Upcoming release adds entity-key back-mapping for quicker delete detection. | ### Are you ready to transform into a data-driven organization? Request Demo Watch 2m Video --- # In-App Education | Zap URL: https://www.zapbi.com/education/ Get up to speed fast with Zap's in-app education: role-specific video guidance, the Zappy AI help-bot, context-specific docs, weekly AMAs, real human mentoring, and an on-demand training video platform. Platform · In-App Education ## In-App Education Get up to speed fast with our in-app education options At Zap, we're committed to making your learning journey simple and effective. With our in-app resources, tailored guidance, and responsive support, you'll master the tools and workflows needed for your role in no time. From video tutorials to real human mentors, we've got you covered every step of the way. Request Demo Watch 2m Video In-app learning ### In-app video and AI guidance - Role-specific: designed for your role and journey. - Stay informed with monthly release videos. - Instant assistance with our AI help-bot, Zappy. ### Docs and real humans! - In-app, context-specific doc navigation. Also available at docs.zapbi.com - Hover over elements for tooltips and quick links. - In-app scheduled weekly ask-me-anything's (AMAs). - Mentoring available on-request. ### On-demand training video platform - Filter by difficulty, topic or status (unwatched and more). - Use picture-in-picture mode for seamless side-by-side guidance. - Navigate quickly with jump-to-chapter functionality. ### Are you ready to transform into a data-driven organization? Request Demo Watch 2m Video --- # Dynamics 365 Business Central → Fabric Integration | Trusted Data | Zap URL: https://www.zapbi.com/fabric-integration/dynamics-365-bc/ Zap lands governed, duplicate-proof Dynamics 365 Business Central data into SQL Database in Fabric: enforced keys, lookup-aware loads and a semantic model that stays in sync. Power BI today, Fabric and AI when you're ready. Platform · Fabric · Dynamics 365 Business Central ## D365 BC Fabric integration Governed ERP data in Fabric, deployed in days Zap lands governed, duplicate-proof Dynamics 365 Business Central data into SQL Database in Fabric, with enforced primary keys, lookup-aware incremental loads and a semantic model that stays in sync. Power BI reports this week, Fabric notebooks and AI when you're ready, all from one trusted Dynamics 365 Business Central foundation. Book a Demo Watch 2m Video Primary keys are defined as metadata only and not physically enforced. Microsoft Fabric Community ★ 4.3 on G2 from 46 reviews The gap ### Fabric's missing pieces #### No key enforcement Fabric doesn't enforce primary keys. Duplicates from retries and bad joins silently inflate your totals. #### Stale incremental loads When a looked-up value changes, standard loads miss every dependent row. Your numbers go wrong silently. #### Model out of sync Warehouse schema changes require manual semantic model updates. Default Semantic Models was supposed to help, but Microsoft sunset it in 2025. See it on your own Dynamics 365 Business Central data. Book a 20-minute demo with someone who works with Dynamics 365 Business Central every day. Book a Demo 60–80% cost savings vs typical ERP implementations. 5x faster Power BI refreshes with Zap's ledger-style processing. Days to trusted analytics, not months. Foundations ### Fabric foundations done right #### Your data, proven correct - Enforced primary keys Every table, every load. Duplicates rejected, not absorbed. - Lookup-aware incremental When a looked-up value changes, Zap reprocesses dependent rows. Standard loads leave data stale, and stale means wrong. - Pre-built ERP models GL, AR, AP and inventory, validated across hundreds of deployments. Or build custom. #### One model, two layers, zero drift - Orchestrated deployment Warehouse and semantic model update in sequence. No manual pipeline orchestration. - No XMLA scripting Fabric says 'write C# against REST APIs.' Zap says one click. - Schema changes propagate Add a column, rename a field, change a type. Both layers reflect it. #### Live in days, not months - Go live, then grow Power BI reports this week. Fabric for data science when you're ready. - Built for AI, not just BI The governed star schema you build today is what AI needs to reason against, not hallucinate from. - No migration to scale Your star schema already mirrors to OneLake, so notebooks and Copilot work from day one. In plain terms ### What is SQL Database in Fabric? SQL Database in Fabric is the ACID-compliant, fully governed relational layer inside Fabric. It's a full SQL Server engine that enforces primary keys and runs Zap's ELT transforms in place. Data automatically mirrors to OneLake, giving notebooks, data science and AI access at lake scale. Zap lands governed ERP data here. Microsoft built it to close the governance gap Lakehouse couldn't. Zap runs inside it. What we deliver ### What we deliver ##### Duplicate-proof architecture Enforced primary keys on every warehouse table. Duplicates are caught at load time, not discovered during an audit. ##### Dependency-aware refresh Zap checks timestamps on all looked-up columns to determine the true minimal incremental set. 5x faster and actually correct. ##### Synchronized semantic layer Warehouse and semantic model publish together. One change, one action, no drift between layers. ##### Pre-built ERP intelligence Star schemas for your ERP built by people who've done it hundreds of times. Validated currency conversion, multi-company, chart of accounts. ##### Excel + Power BI, same data Finance teams use Zap Live in Excel. Analysts use Power BI. Both query the same governed model. Single source of truth. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Excel Add-in Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Fabric Integration for Dynamics 365 Business Central, answered. How does Zap prevent duplicate records? Zap lands data in SQL Database in Fabric with enforced primary keys, so duplicates from retries or bad joins are rejected at load time, not discovered later. Fabric itself marks all keys 'NOT ENFORCED'. What's wrong with standard incremental loads? When a looked-up value changes, standard incremental loads miss every dependent row and your numbers go silently wrong. Zap's lookup-aware refresh reprocesses the dependent rows, so the data stays correct. How does Zap make Power BI refreshes 5x faster? Zap uses ledger-style delta processing: each change becomes an add-only transaction synced via XMLA, instead of reloading whole partitions. That's more than 5x faster and stays correct. Why can't Fabric keep the semantic model in sync with the warehouse? Fabric needs manual semantic-model updates when the warehouse schema changes. Default Semantic Models was meant to help, but Microsoft sunset it in 2025. Zap publishes warehouse and semantic model together, so there's no drift. How does Zap relate to Fabric, is it a replacement? No. Zap runs inside Fabric. It lands governed ERP data into SQL Database in Fabric and runs its ELT transforms in place, then mirrors to OneLake for notebooks, data science and AI. How quickly can we go live? Days, not months. Start with pre-built ERP models for Power BI this week, and switch on Fabric notebooks and data science when you're ready. How does Zap Live work with Power BI? Finance teams use Zap Live in Excel and analysts use Power BI, both querying the same governed model. One source of truth across both tools. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Dynamics 365 Finance & Operations → Fabric Integration | Trusted Data | Zap URL: https://www.zapbi.com/fabric-integration/dynamics-365-f-and-o/ Zap lands governed, duplicate-proof Dynamics 365 Finance & Operations data into SQL Database in Fabric: enforced keys, lookup-aware loads and a semantic model that stays in sync. Power BI today, Fabric and AI when you're ready. Platform · Fabric · Dynamics 365 Finance & Operations ## D365 F&O Fabric integration Governed ERP data in Fabric, deployed in days Zap lands governed, duplicate-proof Dynamics 365 Finance & Operations data into SQL Database in Fabric, with enforced primary keys, lookup-aware incremental loads and a semantic model that stays in sync. Power BI reports this week, Fabric notebooks and AI when you're ready, all from one trusted Dynamics 365 Finance & Operations foundation. Book a Demo Watch 2m Video Primary keys are defined as metadata only and not physically enforced. Microsoft Fabric Community ★ 4.3 on G2 from 46 reviews The gap ### Fabric's missing pieces #### No key enforcement Fabric doesn't enforce primary keys. Duplicates from retries and bad joins silently inflate your totals. #### Stale incremental loads When a looked-up value changes, standard loads miss every dependent row. Your numbers go wrong silently. #### Model out of sync Warehouse schema changes require manual semantic model updates. Default Semantic Models was supposed to help, but Microsoft sunset it in 2025. See it on your own Dynamics 365 Finance & Operations data. Book a 20-minute demo with someone who works with Dynamics 365 Finance & Operations every day. Book a Demo 60–80% cost savings vs typical ERP implementations. 5x faster Power BI refreshes with Zap's ledger-style processing. Days to trusted analytics, not months. Foundations ### Fabric foundations done right #### Your data, proven correct - Enforced primary keys Every table, every load. Duplicates rejected, not absorbed. - Lookup-aware incremental When a looked-up value changes, Zap reprocesses dependent rows. Standard loads leave data stale, and stale means wrong. - Pre-built ERP models GL, AR, AP and inventory, validated across hundreds of deployments. Or build custom. #### One model, two layers, zero drift - Orchestrated deployment Warehouse and semantic model update in sequence. No manual pipeline orchestration. - No XMLA scripting Fabric says 'write C# against REST APIs.' Zap says one click. - Schema changes propagate Add a column, rename a field, change a type. Both layers reflect it. #### Live in days, not months - Go live, then grow Power BI reports this week. Fabric for data science when you're ready. - Built for AI, not just BI The governed star schema you build today is what AI needs to reason against, not hallucinate from. - No migration to scale Your star schema already mirrors to OneLake, so notebooks and Copilot work from day one. In plain terms ### What is SQL Database in Fabric? SQL Database in Fabric is the ACID-compliant, fully governed relational layer inside Fabric. It's a full SQL Server engine that enforces primary keys and runs Zap's ELT transforms in place. Data automatically mirrors to OneLake, giving notebooks, data science and AI access at lake scale. Zap lands governed ERP data here. Microsoft built it to close the governance gap Lakehouse couldn't. Zap runs inside it. What we deliver ### What we deliver ##### Duplicate-proof architecture Enforced primary keys on every warehouse table. Duplicates are caught at load time, not discovered during an audit. ##### Dependency-aware refresh Zap checks timestamps on all looked-up columns to determine the true minimal incremental set. 5x faster and actually correct. ##### Synchronized semantic layer Warehouse and semantic model publish together. One change, one action, no drift between layers. ##### Pre-built ERP intelligence Star schemas for your ERP built by people who've done it hundreds of times. Validated currency conversion, multi-company, chart of accounts. ##### Excel + Power BI, same data Finance teams use Zap Live in Excel. Analysts use Power BI. Both query the same governed model. Single source of truth. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Excel Add-in Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Fabric Integration for Dynamics 365 Finance & Operations, answered. How does Zap prevent duplicate records? Zap lands data in SQL Database in Fabric with enforced primary keys, so duplicates from retries or bad joins are rejected at load time, not discovered later. Fabric itself marks all keys 'NOT ENFORCED'. What's wrong with standard incremental loads? When a looked-up value changes, standard incremental loads miss every dependent row and your numbers go silently wrong. Zap's lookup-aware refresh reprocesses the dependent rows, so the data stays correct. How does Zap make Power BI refreshes 5x faster? Zap uses ledger-style delta processing: each change becomes an add-only transaction synced via XMLA, instead of reloading whole partitions. That's more than 5x faster and stays correct. Why can't Fabric keep the semantic model in sync with the warehouse? Fabric needs manual semantic-model updates when the warehouse schema changes. Default Semantic Models was meant to help, but Microsoft sunset it in 2025. Zap publishes warehouse and semantic model together, so there's no drift. How does Zap relate to Fabric, is it a replacement? No. Zap runs inside Fabric. It lands governed ERP data into SQL Database in Fabric and runs its ELT transforms in place, then mirrors to OneLake for notebooks, data science and AI. How quickly can we go live? Days, not months. Start with pre-built ERP models for Power BI this week, and switch on Fabric notebooks and data science when you're ready. How does Zap Live work with Power BI? Finance teams use Zap Live in Excel and analysts use Power BI, both querying the same governed model. One source of truth across both tools. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Dynamics AX → Fabric Integration | Trusted Data | Zap URL: https://www.zapbi.com/fabric-integration/dynamics-ax/ Zap lands governed, duplicate-proof Dynamics AX data into SQL Database in Fabric: enforced keys, lookup-aware loads and a semantic model that stays in sync. Power BI today, Fabric and AI when you're ready. Platform · Fabric · Dynamics AX ## Dynamics AX Fabric integration Governed ERP data in Fabric, deployed in days Zap lands governed, duplicate-proof Dynamics AX data into SQL Database in Fabric, with enforced primary keys, lookup-aware incremental loads and a semantic model that stays in sync. Power BI reports this week, Fabric notebooks and AI when you're ready, all from one trusted Dynamics AX foundation. Book a Demo Watch 2m Video Primary keys are defined as metadata only and not physically enforced. Microsoft Fabric Community ★ 4.3 on G2 from 46 reviews The gap ### Fabric's missing pieces #### No key enforcement Fabric doesn't enforce primary keys. Duplicates from retries and bad joins silently inflate your totals. #### Stale incremental loads When a looked-up value changes, standard loads miss every dependent row. Your numbers go wrong silently. #### Model out of sync Warehouse schema changes require manual semantic model updates. Default Semantic Models was supposed to help, but Microsoft sunset it in 2025. See it on your own Dynamics AX data. Book a 20-minute demo with someone who works with Dynamics AX every day. Book a Demo 60–80% cost savings vs typical ERP implementations. 5x faster Power BI refreshes with Zap's ledger-style processing. Days to trusted analytics, not months. Foundations ### Fabric foundations done right #### Your data, proven correct - Enforced primary keys Every table, every load. Duplicates rejected, not absorbed. - Lookup-aware incremental When a looked-up value changes, Zap reprocesses dependent rows. Standard loads leave data stale, and stale means wrong. - Pre-built ERP models GL, AR, AP and inventory, validated across hundreds of deployments. Or build custom. #### One model, two layers, zero drift - Orchestrated deployment Warehouse and semantic model update in sequence. No manual pipeline orchestration. - No XMLA scripting Fabric says 'write C# against REST APIs.' Zap says one click. - Schema changes propagate Add a column, rename a field, change a type. Both layers reflect it. #### Live in days, not months - Go live, then grow Power BI reports this week. Fabric for data science when you're ready. - Built for AI, not just BI The governed star schema you build today is what AI needs to reason against, not hallucinate from. - No migration to scale Your star schema already mirrors to OneLake, so notebooks and Copilot work from day one. In plain terms ### What is SQL Database in Fabric? SQL Database in Fabric is the ACID-compliant, fully governed relational layer inside Fabric. It's a full SQL Server engine that enforces primary keys and runs Zap's ELT transforms in place. Data automatically mirrors to OneLake, giving notebooks, data science and AI access at lake scale. Zap lands governed ERP data here. Microsoft built it to close the governance gap Lakehouse couldn't. Zap runs inside it. What we deliver ### What we deliver ##### Duplicate-proof architecture Enforced primary keys on every warehouse table. Duplicates are caught at load time, not discovered during an audit. ##### Dependency-aware refresh Zap checks timestamps on all looked-up columns to determine the true minimal incremental set. 5x faster and actually correct. ##### Synchronized semantic layer Warehouse and semantic model publish together. One change, one action, no drift between layers. ##### Pre-built ERP intelligence Star schemas for your ERP built by people who've done it hundreds of times. Validated currency conversion, multi-company, chart of accounts. ##### Excel + Power BI, same data Finance teams use Zap Live in Excel. Analysts use Power BI. Both query the same governed model. Single source of truth. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Excel Add-in Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Fabric Integration for Dynamics AX, answered. How does Zap prevent duplicate records? Zap lands data in SQL Database in Fabric with enforced primary keys, so duplicates from retries or bad joins are rejected at load time, not discovered later. Fabric itself marks all keys 'NOT ENFORCED'. What's wrong with standard incremental loads? When a looked-up value changes, standard incremental loads miss every dependent row and your numbers go silently wrong. Zap's lookup-aware refresh reprocesses the dependent rows, so the data stays correct. How does Zap make Power BI refreshes 5x faster? Zap uses ledger-style delta processing: each change becomes an add-only transaction synced via XMLA, instead of reloading whole partitions. That's more than 5x faster and stays correct. Why can't Fabric keep the semantic model in sync with the warehouse? Fabric needs manual semantic-model updates when the warehouse schema changes. Default Semantic Models was meant to help, but Microsoft sunset it in 2025. Zap publishes warehouse and semantic model together, so there's no drift. How does Zap relate to Fabric, is it a replacement? No. Zap runs inside Fabric. It lands governed ERP data into SQL Database in Fabric and runs its ELT transforms in place, then mirrors to OneLake for notebooks, data science and AI. How quickly can we go live? Days, not months. Start with pre-built ERP models for Power BI this week, and switch on Fabric notebooks and data science when you're ready. How does Zap Live work with Power BI? Finance teams use Zap Live in Excel and analysts use Power BI, both querying the same governed model. One source of truth across both tools. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Dynamics NAV → Fabric Integration | Trusted Data | Zap URL: https://www.zapbi.com/fabric-integration/dynamics-nav/ Zap lands governed, duplicate-proof Dynamics NAV data into SQL Database in Fabric: enforced keys, lookup-aware loads and a semantic model that stays in sync. Power BI today, Fabric and AI when you're ready. Platform · Fabric · Dynamics NAV ## Dynamics NAV Fabric integration Governed ERP data in Fabric, deployed in days Zap lands governed, duplicate-proof Dynamics NAV data into SQL Database in Fabric, with enforced primary keys, lookup-aware incremental loads and a semantic model that stays in sync. Power BI reports this week, Fabric notebooks and AI when you're ready, all from one trusted Dynamics NAV foundation. Book a Demo Watch 2m Video Primary keys are defined as metadata only and not physically enforced. Microsoft Fabric Community ★ 4.3 on G2 from 46 reviews The gap ### Fabric's missing pieces #### No key enforcement Fabric doesn't enforce primary keys. Duplicates from retries and bad joins silently inflate your totals. #### Stale incremental loads When a looked-up value changes, standard loads miss every dependent row. Your numbers go wrong silently. #### Model out of sync Warehouse schema changes require manual semantic model updates. Default Semantic Models was supposed to help, but Microsoft sunset it in 2025. See it on your own Dynamics NAV data. Book a 20-minute demo with someone who works with Dynamics NAV every day. Book a Demo 60–80% cost savings vs typical ERP implementations. 5x faster Power BI refreshes with Zap's ledger-style processing. Days to trusted analytics, not months. Foundations ### Fabric foundations done right #### Your data, proven correct - Enforced primary keys Every table, every load. Duplicates rejected, not absorbed. - Lookup-aware incremental When a looked-up value changes, Zap reprocesses dependent rows. Standard loads leave data stale, and stale means wrong. - Pre-built ERP models GL, AR, AP and inventory, validated across hundreds of deployments. Or build custom. #### One model, two layers, zero drift - Orchestrated deployment Warehouse and semantic model update in sequence. No manual pipeline orchestration. - No XMLA scripting Fabric says 'write C# against REST APIs.' Zap says one click. - Schema changes propagate Add a column, rename a field, change a type. Both layers reflect it. #### Live in days, not months - Go live, then grow Power BI reports this week. Fabric for data science when you're ready. - Built for AI, not just BI The governed star schema you build today is what AI needs to reason against, not hallucinate from. - No migration to scale Your star schema already mirrors to OneLake, so notebooks and Copilot work from day one. In plain terms ### What is SQL Database in Fabric? SQL Database in Fabric is the ACID-compliant, fully governed relational layer inside Fabric. It's a full SQL Server engine that enforces primary keys and runs Zap's ELT transforms in place. Data automatically mirrors to OneLake, giving notebooks, data science and AI access at lake scale. Zap lands governed ERP data here. Microsoft built it to close the governance gap Lakehouse couldn't. Zap runs inside it. What we deliver ### What we deliver ##### Duplicate-proof architecture Enforced primary keys on every warehouse table. Duplicates are caught at load time, not discovered during an audit. ##### Dependency-aware refresh Zap checks timestamps on all looked-up columns to determine the true minimal incremental set. 5x faster and actually correct. ##### Synchronized semantic layer Warehouse and semantic model publish together. One change, one action, no drift between layers. ##### Pre-built ERP intelligence Star schemas for your ERP built by people who've done it hundreds of times. Validated currency conversion, multi-company, chart of accounts. ##### Excel + Power BI, same data Finance teams use Zap Live in Excel. Analysts use Power BI. Both query the same governed model. Single source of truth. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Excel Add-in Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Fabric Integration for Dynamics NAV, answered. How does Zap prevent duplicate records? Zap lands data in SQL Database in Fabric with enforced primary keys, so duplicates from retries or bad joins are rejected at load time, not discovered later. Fabric itself marks all keys 'NOT ENFORCED'. What's wrong with standard incremental loads? When a looked-up value changes, standard incremental loads miss every dependent row and your numbers go silently wrong. Zap's lookup-aware refresh reprocesses the dependent rows, so the data stays correct. How does Zap make Power BI refreshes 5x faster? Zap uses ledger-style delta processing: each change becomes an add-only transaction synced via XMLA, instead of reloading whole partitions. That's more than 5x faster and stays correct. Why can't Fabric keep the semantic model in sync with the warehouse? Fabric needs manual semantic-model updates when the warehouse schema changes. Default Semantic Models was meant to help, but Microsoft sunset it in 2025. Zap publishes warehouse and semantic model together, so there's no drift. How does Zap relate to Fabric, is it a replacement? No. Zap runs inside Fabric. It lands governed ERP data into SQL Database in Fabric and runs its ELT transforms in place, then mirrors to OneLake for notebooks, data science and AI. How quickly can we go live? Days, not months. Start with pre-built ERP models for Power BI this week, and switch on Fabric notebooks and data science when you're ready. How does Zap Live work with Power BI? Finance teams use Zap Live in Excel and analysts use Power BI, both querying the same governed model. One source of truth across both tools. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage 100 → Fabric Integration | Trusted Data | Zap URL: https://www.zapbi.com/fabric-integration/sage-100/ Zap lands governed, duplicate-proof Sage 100 data into SQL Database in Fabric: enforced keys, lookup-aware loads and a semantic model that stays in sync. Power BI today, Fabric and AI when you're ready. Platform · Fabric · Sage 100 ## Sage 100 Fabric integration Governed ERP data in Fabric, deployed in days Zap lands governed, duplicate-proof Sage 100 data into SQL Database in Fabric, with enforced primary keys, lookup-aware incremental loads and a semantic model that stays in sync. Power BI reports this week, Fabric notebooks and AI when you're ready, all from one trusted Sage 100 foundation. Book a Demo Watch 2m Video Primary keys are defined as metadata only and not physically enforced. Microsoft Fabric Community ★ 4.3 on G2 from 46 reviews The gap ### Fabric's missing pieces #### No key enforcement Fabric doesn't enforce primary keys. Duplicates from retries and bad joins silently inflate your totals. #### Stale incremental loads When a looked-up value changes, standard loads miss every dependent row. Your numbers go wrong silently. #### Model out of sync Warehouse schema changes require manual semantic model updates. Default Semantic Models was supposed to help, but Microsoft sunset it in 2025. See it on your own Sage 100 data. Book a 20-minute demo with someone who works with Sage 100 every day. Book a Demo 60–80% cost savings vs typical ERP implementations. 5x faster Power BI refreshes with Zap's ledger-style processing. Days to trusted analytics, not months. Foundations ### Fabric foundations done right #### Your data, proven correct - Enforced primary keys Every table, every load. Duplicates rejected, not absorbed. - Lookup-aware incremental When a looked-up value changes, Zap reprocesses dependent rows. Standard loads leave data stale, and stale means wrong. - Pre-built ERP models GL, AR, AP and inventory, validated across hundreds of deployments. Or build custom. #### One model, two layers, zero drift - Orchestrated deployment Warehouse and semantic model update in sequence. No manual pipeline orchestration. - No XMLA scripting Fabric says 'write C# against REST APIs.' Zap says one click. - Schema changes propagate Add a column, rename a field, change a type. Both layers reflect it. #### Live in days, not months - Go live, then grow Power BI reports this week. Fabric for data science when you're ready. - Built for AI, not just BI The governed star schema you build today is what AI needs to reason against, not hallucinate from. - No migration to scale Your star schema already mirrors to OneLake, so notebooks and Copilot work from day one. In plain terms ### What is SQL Database in Fabric? SQL Database in Fabric is the ACID-compliant, fully governed relational layer inside Fabric. It's a full SQL Server engine that enforces primary keys and runs Zap's ELT transforms in place. Data automatically mirrors to OneLake, giving notebooks, data science and AI access at lake scale. Zap lands governed ERP data here. Microsoft built it to close the governance gap Lakehouse couldn't. Zap runs inside it. What we deliver ### What we deliver ##### Duplicate-proof architecture Enforced primary keys on every warehouse table. Duplicates are caught at load time, not discovered during an audit. ##### Dependency-aware refresh Zap checks timestamps on all looked-up columns to determine the true minimal incremental set. 5x faster and actually correct. ##### Synchronized semantic layer Warehouse and semantic model publish together. One change, one action, no drift between layers. ##### Pre-built ERP intelligence Star schemas for your ERP built by people who've done it hundreds of times. Validated currency conversion, multi-company, chart of accounts. ##### Excel + Power BI, same data Finance teams use Zap Live in Excel. Analysts use Power BI. Both query the same governed model. Single source of truth. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Excel Add-in Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Fabric Integration for Sage 100, answered. How does Zap prevent duplicate records? Zap lands data in SQL Database in Fabric with enforced primary keys, so duplicates from retries or bad joins are rejected at load time, not discovered later. Fabric itself marks all keys 'NOT ENFORCED'. What's wrong with standard incremental loads? When a looked-up value changes, standard incremental loads miss every dependent row and your numbers go silently wrong. Zap's lookup-aware refresh reprocesses the dependent rows, so the data stays correct. How does Zap make Power BI refreshes 5x faster? Zap uses ledger-style delta processing: each change becomes an add-only transaction synced via XMLA, instead of reloading whole partitions. That's more than 5x faster and stays correct. Why can't Fabric keep the semantic model in sync with the warehouse? Fabric needs manual semantic-model updates when the warehouse schema changes. Default Semantic Models was meant to help, but Microsoft sunset it in 2025. Zap publishes warehouse and semantic model together, so there's no drift. How does Zap relate to Fabric, is it a replacement? No. Zap runs inside Fabric. It lands governed ERP data into SQL Database in Fabric and runs its ELT transforms in place, then mirrors to OneLake for notebooks, data science and AI. How quickly can we go live? Days, not months. Start with pre-built ERP models for Power BI this week, and switch on Fabric notebooks and data science when you're ready. How does Zap Live work with Power BI? Finance teams use Zap Live in Excel and analysts use Power BI, both querying the same governed model. One source of truth across both tools. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage 300 → Fabric Integration | Trusted Data | Zap URL: https://www.zapbi.com/fabric-integration/sage-300/ Zap lands governed, duplicate-proof Sage 300 data into SQL Database in Fabric: enforced keys, lookup-aware loads and a semantic model that stays in sync. Power BI today, Fabric and AI when you're ready. Platform · Fabric · Sage 300 ## Sage 300 Fabric integration Governed ERP data in Fabric, deployed in days Zap lands governed, duplicate-proof Sage 300 data into SQL Database in Fabric, with enforced primary keys, lookup-aware incremental loads and a semantic model that stays in sync. Power BI reports this week, Fabric notebooks and AI when you're ready, all from one trusted Sage 300 foundation. Book a Demo Watch 2m Video Primary keys are defined as metadata only and not physically enforced. Microsoft Fabric Community ★ 4.3 on G2 from 46 reviews The gap ### Fabric's missing pieces #### No key enforcement Fabric doesn't enforce primary keys. Duplicates from retries and bad joins silently inflate your totals. #### Stale incremental loads When a looked-up value changes, standard loads miss every dependent row. Your numbers go wrong silently. #### Model out of sync Warehouse schema changes require manual semantic model updates. Default Semantic Models was supposed to help, but Microsoft sunset it in 2025. See it on your own Sage 300 data. Book a 20-minute demo with someone who works with Sage 300 every day. Book a Demo 60–80% cost savings vs typical ERP implementations. 5x faster Power BI refreshes with Zap's ledger-style processing. Days to trusted analytics, not months. Foundations ### Fabric foundations done right #### Your data, proven correct - Enforced primary keys Every table, every load. Duplicates rejected, not absorbed. - Lookup-aware incremental When a looked-up value changes, Zap reprocesses dependent rows. Standard loads leave data stale, and stale means wrong. - Pre-built ERP models GL, AR, AP and inventory, validated across hundreds of deployments. Or build custom. #### One model, two layers, zero drift - Orchestrated deployment Warehouse and semantic model update in sequence. No manual pipeline orchestration. - No XMLA scripting Fabric says 'write C# against REST APIs.' Zap says one click. - Schema changes propagate Add a column, rename a field, change a type. Both layers reflect it. #### Live in days, not months - Go live, then grow Power BI reports this week. Fabric for data science when you're ready. - Built for AI, not just BI The governed star schema you build today is what AI needs to reason against, not hallucinate from. - No migration to scale Your star schema already mirrors to OneLake, so notebooks and Copilot work from day one. In plain terms ### What is SQL Database in Fabric? SQL Database in Fabric is the ACID-compliant, fully governed relational layer inside Fabric. It's a full SQL Server engine that enforces primary keys and runs Zap's ELT transforms in place. Data automatically mirrors to OneLake, giving notebooks, data science and AI access at lake scale. Zap lands governed ERP data here. Microsoft built it to close the governance gap Lakehouse couldn't. Zap runs inside it. What we deliver ### What we deliver ##### Duplicate-proof architecture Enforced primary keys on every warehouse table. Duplicates are caught at load time, not discovered during an audit. ##### Dependency-aware refresh Zap checks timestamps on all looked-up columns to determine the true minimal incremental set. 5x faster and actually correct. ##### Synchronized semantic layer Warehouse and semantic model publish together. One change, one action, no drift between layers. ##### Pre-built ERP intelligence Star schemas for your ERP built by people who've done it hundreds of times. Validated currency conversion, multi-company, chart of accounts. ##### Excel + Power BI, same data Finance teams use Zap Live in Excel. Analysts use Power BI. Both query the same governed model. Single source of truth. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Excel Add-in Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Fabric Integration for Sage 300, answered. How does Zap prevent duplicate records? Zap lands data in SQL Database in Fabric with enforced primary keys, so duplicates from retries or bad joins are rejected at load time, not discovered later. Fabric itself marks all keys 'NOT ENFORCED'. What's wrong with standard incremental loads? When a looked-up value changes, standard incremental loads miss every dependent row and your numbers go silently wrong. Zap's lookup-aware refresh reprocesses the dependent rows, so the data stays correct. How does Zap make Power BI refreshes 5x faster? Zap uses ledger-style delta processing: each change becomes an add-only transaction synced via XMLA, instead of reloading whole partitions. That's more than 5x faster and stays correct. Why can't Fabric keep the semantic model in sync with the warehouse? Fabric needs manual semantic-model updates when the warehouse schema changes. Default Semantic Models was meant to help, but Microsoft sunset it in 2025. Zap publishes warehouse and semantic model together, so there's no drift. How does Zap relate to Fabric, is it a replacement? No. Zap runs inside Fabric. It lands governed ERP data into SQL Database in Fabric and runs its ELT transforms in place, then mirrors to OneLake for notebooks, data science and AI. How quickly can we go live? Days, not months. Start with pre-built ERP models for Power BI this week, and switch on Fabric notebooks and data science when you're ready. How does Zap Live work with Power BI? Finance teams use Zap Live in Excel and analysts use Power BI, both querying the same governed model. One source of truth across both tools. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage Intacct → Fabric Integration | Trusted Data | Zap URL: https://www.zapbi.com/fabric-integration/sage-intacct/ Zap lands governed, duplicate-proof Sage Intacct data into SQL Database in Fabric: enforced keys, lookup-aware loads and a semantic model that stays in sync. Power BI today, Fabric and AI when you're ready. Platform · Fabric · Sage Intacct ## Sage Intacct Fabric integration Governed ERP data in Fabric, deployed in days Zap lands governed, duplicate-proof Sage Intacct data into SQL Database in Fabric, with enforced primary keys, lookup-aware incremental loads and a semantic model that stays in sync. Power BI reports this week, Fabric notebooks and AI when you're ready, all from one trusted Sage Intacct foundation. Book a Demo Watch 2m Video Primary keys are defined as metadata only and not physically enforced. Microsoft Fabric Community ★ 4.3 on G2 from 46 reviews The gap ### Fabric's missing pieces #### No key enforcement Fabric doesn't enforce primary keys. Duplicates from retries and bad joins silently inflate your totals. #### Stale incremental loads When a looked-up value changes, standard loads miss every dependent row. Your numbers go wrong silently. #### Model out of sync Warehouse schema changes require manual semantic model updates. Default Semantic Models was supposed to help, but Microsoft sunset it in 2025. See it on your own Sage Intacct data. Book a 20-minute demo with someone who works with Sage Intacct every day. Book a Demo 60–80% cost savings vs typical ERP implementations. 5x faster Power BI refreshes with Zap's ledger-style processing. Days to trusted analytics, not months. Foundations ### Fabric foundations done right #### Your data, proven correct - Enforced primary keys Every table, every load. Duplicates rejected, not absorbed. - Lookup-aware incremental When a looked-up value changes, Zap reprocesses dependent rows. Standard loads leave data stale, and stale means wrong. - Pre-built ERP models GL, AR, AP and inventory, validated across hundreds of deployments. Or build custom. #### One model, two layers, zero drift - Orchestrated deployment Warehouse and semantic model update in sequence. No manual pipeline orchestration. - No XMLA scripting Fabric says 'write C# against REST APIs.' Zap says one click. - Schema changes propagate Add a column, rename a field, change a type. Both layers reflect it. #### Live in days, not months - Go live, then grow Power BI reports this week. Fabric for data science when you're ready. - Built for AI, not just BI The governed star schema you build today is what AI needs to reason against, not hallucinate from. - No migration to scale Your star schema already mirrors to OneLake, so notebooks and Copilot work from day one. In plain terms ### What is SQL Database in Fabric? SQL Database in Fabric is the ACID-compliant, fully governed relational layer inside Fabric. It's a full SQL Server engine that enforces primary keys and runs Zap's ELT transforms in place. Data automatically mirrors to OneLake, giving notebooks, data science and AI access at lake scale. Zap lands governed ERP data here. Microsoft built it to close the governance gap Lakehouse couldn't. Zap runs inside it. What we deliver ### What we deliver ##### Duplicate-proof architecture Enforced primary keys on every warehouse table. Duplicates are caught at load time, not discovered during an audit. ##### Dependency-aware refresh Zap checks timestamps on all looked-up columns to determine the true minimal incremental set. 5x faster and actually correct. ##### Synchronized semantic layer Warehouse and semantic model publish together. One change, one action, no drift between layers. ##### Pre-built ERP intelligence Star schemas for your ERP built by people who've done it hundreds of times. Validated currency conversion, multi-company, chart of accounts. ##### Excel + Power BI, same data Finance teams use Zap Live in Excel. Analysts use Power BI. Both query the same governed model. Single source of truth. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Excel Add-in Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Fabric Integration for Sage Intacct, answered. How does Zap prevent duplicate records? Zap lands data in SQL Database in Fabric with enforced primary keys, so duplicates from retries or bad joins are rejected at load time, not discovered later. Fabric itself marks all keys 'NOT ENFORCED'. What's wrong with standard incremental loads? When a looked-up value changes, standard incremental loads miss every dependent row and your numbers go silently wrong. Zap's lookup-aware refresh reprocesses the dependent rows, so the data stays correct. How does Zap make Power BI refreshes 5x faster? Zap uses ledger-style delta processing: each change becomes an add-only transaction synced via XMLA, instead of reloading whole partitions. That's more than 5x faster and stays correct. Why can't Fabric keep the semantic model in sync with the warehouse? Fabric needs manual semantic-model updates when the warehouse schema changes. Default Semantic Models was meant to help, but Microsoft sunset it in 2025. Zap publishes warehouse and semantic model together, so there's no drift. How does Zap relate to Fabric, is it a replacement? No. Zap runs inside Fabric. It lands governed ERP data into SQL Database in Fabric and runs its ELT transforms in place, then mirrors to OneLake for notebooks, data science and AI. How quickly can we go live? Days, not months. Start with pre-built ERP models for Power BI this week, and switch on Fabric notebooks and data science when you're ready. How does Zap Live work with Power BI? Finance teams use Zap Live in Excel and analysts use Power BI, both querying the same governed model. One source of truth across both tools. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage X3 → Fabric Integration | Trusted Data | Zap URL: https://www.zapbi.com/fabric-integration/sage-x3/ Zap lands governed, duplicate-proof Sage X3 data into SQL Database in Fabric: enforced keys, lookup-aware loads and a semantic model that stays in sync. Power BI today, Fabric and AI when you're ready. Platform · Fabric · Sage X3 ## Sage X3 Fabric integration Governed ERP data in Fabric, deployed in days Zap lands governed, duplicate-proof Sage X3 data into SQL Database in Fabric, with enforced primary keys, lookup-aware incremental loads and a semantic model that stays in sync. Power BI reports this week, Fabric notebooks and AI when you're ready, all from one trusted Sage X3 foundation. Book a Demo Watch 2m Video Primary keys are defined as metadata only and not physically enforced. Microsoft Fabric Community ★ 4.3 on G2 from 46 reviews The gap ### Fabric's missing pieces #### No key enforcement Fabric doesn't enforce primary keys. Duplicates from retries and bad joins silently inflate your totals. #### Stale incremental loads When a looked-up value changes, standard loads miss every dependent row. Your numbers go wrong silently. #### Model out of sync Warehouse schema changes require manual semantic model updates. Default Semantic Models was supposed to help, but Microsoft sunset it in 2025. See it on your own Sage X3 data. Book a 20-minute demo with someone who works with Sage X3 every day. Book a Demo 60–80% cost savings vs typical ERP implementations. 5x faster Power BI refreshes with Zap's ledger-style processing. Days to trusted analytics, not months. Foundations ### Fabric foundations done right #### Your data, proven correct - Enforced primary keys Every table, every load. Duplicates rejected, not absorbed. - Lookup-aware incremental When a looked-up value changes, Zap reprocesses dependent rows. Standard loads leave data stale, and stale means wrong. - Pre-built ERP models GL, AR, AP and inventory, validated across hundreds of deployments. Or build custom. #### One model, two layers, zero drift - Orchestrated deployment Warehouse and semantic model update in sequence. No manual pipeline orchestration. - No XMLA scripting Fabric says 'write C# against REST APIs.' Zap says one click. - Schema changes propagate Add a column, rename a field, change a type. Both layers reflect it. #### Live in days, not months - Go live, then grow Power BI reports this week. Fabric for data science when you're ready. - Built for AI, not just BI The governed star schema you build today is what AI needs to reason against, not hallucinate from. - No migration to scale Your star schema already mirrors to OneLake, so notebooks and Copilot work from day one. In plain terms ### What is SQL Database in Fabric? SQL Database in Fabric is the ACID-compliant, fully governed relational layer inside Fabric. It's a full SQL Server engine that enforces primary keys and runs Zap's ELT transforms in place. Data automatically mirrors to OneLake, giving notebooks, data science and AI access at lake scale. Zap lands governed ERP data here. Microsoft built it to close the governance gap Lakehouse couldn't. Zap runs inside it. What we deliver ### What we deliver ##### Duplicate-proof architecture Enforced primary keys on every warehouse table. Duplicates are caught at load time, not discovered during an audit. ##### Dependency-aware refresh Zap checks timestamps on all looked-up columns to determine the true minimal incremental set. 5x faster and actually correct. ##### Synchronized semantic layer Warehouse and semantic model publish together. One change, one action, no drift between layers. ##### Pre-built ERP intelligence Star schemas for your ERP built by people who've done it hundreds of times. Validated currency conversion, multi-company, chart of accounts. ##### Excel + Power BI, same data Finance teams use Zap Live in Excel. Analysts use Power BI. Both query the same governed model. Single source of truth. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Excel Add-in Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Fabric Integration for Sage X3, answered. How does Zap prevent duplicate records? Zap lands data in SQL Database in Fabric with enforced primary keys, so duplicates from retries or bad joins are rejected at load time, not discovered later. Fabric itself marks all keys 'NOT ENFORCED'. What's wrong with standard incremental loads? When a looked-up value changes, standard incremental loads miss every dependent row and your numbers go silently wrong. Zap's lookup-aware refresh reprocesses the dependent rows, so the data stays correct. How does Zap make Power BI refreshes 5x faster? Zap uses ledger-style delta processing: each change becomes an add-only transaction synced via XMLA, instead of reloading whole partitions. That's more than 5x faster and stays correct. Why can't Fabric keep the semantic model in sync with the warehouse? Fabric needs manual semantic-model updates when the warehouse schema changes. Default Semantic Models was meant to help, but Microsoft sunset it in 2025. Zap publishes warehouse and semantic model together, so there's no drift. How does Zap relate to Fabric, is it a replacement? No. Zap runs inside Fabric. It lands governed ERP data into SQL Database in Fabric and runs its ELT transforms in place, then mirrors to OneLake for notebooks, data science and AI. How quickly can we go live? Days, not months. Start with pre-built ERP models for Power BI this week, and switch on Fabric notebooks and data science when you're ready. How does Zap Live work with Power BI? Finance teams use Zap Live in Excel and analysts use Power BI, both querying the same governed model. One source of truth across both tools. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # SAP Business One → Fabric Integration | Trusted Data | Zap URL: https://www.zapbi.com/fabric-integration/sap-business-one/ Zap lands governed, duplicate-proof SAP Business One data into SQL Database in Fabric: enforced keys, lookup-aware loads and a semantic model that stays in sync. Power BI today, Fabric and AI when you're ready. Platform · Fabric · SAP Business One ## SAP B1 Fabric integration Governed ERP data in Fabric, deployed in days Zap lands governed, duplicate-proof SAP Business One data into SQL Database in Fabric, with enforced primary keys, lookup-aware incremental loads and a semantic model that stays in sync. Power BI reports this week, Fabric notebooks and AI when you're ready, all from one trusted SAP Business One foundation. Book a Demo Watch 2m Video Primary keys are defined as metadata only and not physically enforced. Microsoft Fabric Community ★ 4.3 on G2 from 46 reviews The gap ### Fabric's missing pieces #### No key enforcement Fabric doesn't enforce primary keys. Duplicates from retries and bad joins silently inflate your totals. #### Stale incremental loads When a looked-up value changes, standard loads miss every dependent row. Your numbers go wrong silently. #### Model out of sync Warehouse schema changes require manual semantic model updates. Default Semantic Models was supposed to help, but Microsoft sunset it in 2025. See it on your own SAP Business One data. Book a 20-minute demo with someone who works with SAP Business One every day. Book a Demo 60–80% cost savings vs typical ERP implementations. 5x faster Power BI refreshes with Zap's ledger-style processing. Days to trusted analytics, not months. Foundations ### Fabric foundations done right #### Your data, proven correct - Enforced primary keys Every table, every load. Duplicates rejected, not absorbed. - Lookup-aware incremental When a looked-up value changes, Zap reprocesses dependent rows. Standard loads leave data stale, and stale means wrong. - Pre-built ERP models GL, AR, AP and inventory, validated across hundreds of deployments. Or build custom. #### One model, two layers, zero drift - Orchestrated deployment Warehouse and semantic model update in sequence. No manual pipeline orchestration. - No XMLA scripting Fabric says 'write C# against REST APIs.' Zap says one click. - Schema changes propagate Add a column, rename a field, change a type. Both layers reflect it. #### Live in days, not months - Go live, then grow Power BI reports this week. Fabric for data science when you're ready. - Built for AI, not just BI The governed star schema you build today is what AI needs to reason against, not hallucinate from. - No migration to scale Your star schema already mirrors to OneLake, so notebooks and Copilot work from day one. In plain terms ### What is SQL Database in Fabric? SQL Database in Fabric is the ACID-compliant, fully governed relational layer inside Fabric. It's a full SQL Server engine that enforces primary keys and runs Zap's ELT transforms in place. Data automatically mirrors to OneLake, giving notebooks, data science and AI access at lake scale. Zap lands governed ERP data here. Microsoft built it to close the governance gap Lakehouse couldn't. Zap runs inside it. What we deliver ### What we deliver ##### Duplicate-proof architecture Enforced primary keys on every warehouse table. Duplicates are caught at load time, not discovered during an audit. ##### Dependency-aware refresh Zap checks timestamps on all looked-up columns to determine the true minimal incremental set. 5x faster and actually correct. ##### Synchronized semantic layer Warehouse and semantic model publish together. One change, one action, no drift between layers. ##### Pre-built ERP intelligence Star schemas for your ERP built by people who've done it hundreds of times. Validated currency conversion, multi-company, chart of accounts. ##### Excel + Power BI, same data Finance teams use Zap Live in Excel. Analysts use Power BI. Both query the same governed model. Single source of truth. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Excel Add-in Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Fabric Integration for SAP Business One, answered. How does Zap prevent duplicate records? Zap lands data in SQL Database in Fabric with enforced primary keys, so duplicates from retries or bad joins are rejected at load time, not discovered later. Fabric itself marks all keys 'NOT ENFORCED'. What's wrong with standard incremental loads? When a looked-up value changes, standard incremental loads miss every dependent row and your numbers go silently wrong. Zap's lookup-aware refresh reprocesses the dependent rows, so the data stays correct. How does Zap make Power BI refreshes 5x faster? Zap uses ledger-style delta processing: each change becomes an add-only transaction synced via XMLA, instead of reloading whole partitions. That's more than 5x faster and stays correct. Why can't Fabric keep the semantic model in sync with the warehouse? Fabric needs manual semantic-model updates when the warehouse schema changes. Default Semantic Models was meant to help, but Microsoft sunset it in 2025. Zap publishes warehouse and semantic model together, so there's no drift. How does Zap relate to Fabric, is it a replacement? No. Zap runs inside Fabric. It lands governed ERP data into SQL Database in Fabric and runs its ELT transforms in place, then mirrors to OneLake for notebooks, data science and AI. How quickly can we go live? Days, not months. Start with pre-built ERP models for Power BI this week, and switch on Fabric notebooks and data science when you're ready. How does Zap Live work with Power BI? Finance teams use Zap Live in Excel and analysts use Power BI, both querying the same governed model. One source of truth across both tools. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Syspro → Fabric Integration | Trusted Data | Zap URL: https://www.zapbi.com/fabric-integration/syspro/ Zap lands governed, duplicate-proof Syspro data into SQL Database in Fabric: enforced keys, lookup-aware loads and a semantic model that stays in sync. Power BI today, Fabric and AI when you're ready. Platform · Fabric · Syspro ## Syspro Fabric integration Governed ERP data in Fabric, deployed in days Zap lands governed, duplicate-proof Syspro data into SQL Database in Fabric, with enforced primary keys, lookup-aware incremental loads and a semantic model that stays in sync. Power BI reports this week, Fabric notebooks and AI when you're ready, all from one trusted Syspro foundation. Book a Demo Watch 2m Video Primary keys are defined as metadata only and not physically enforced. Microsoft Fabric Community ★ 4.3 on G2 from 46 reviews The gap ### Fabric's missing pieces #### No key enforcement Fabric doesn't enforce primary keys. Duplicates from retries and bad joins silently inflate your totals. #### Stale incremental loads When a looked-up value changes, standard loads miss every dependent row. Your numbers go wrong silently. #### Model out of sync Warehouse schema changes require manual semantic model updates. Default Semantic Models was supposed to help, but Microsoft sunset it in 2025. See it on your own Syspro data. Book a 20-minute demo with someone who works with Syspro every day. Book a Demo 60–80% cost savings vs typical ERP implementations. 5x faster Power BI refreshes with Zap's ledger-style processing. Days to trusted analytics, not months. Foundations ### Fabric foundations done right #### Your data, proven correct - Enforced primary keys Every table, every load. Duplicates rejected, not absorbed. - Lookup-aware incremental When a looked-up value changes, Zap reprocesses dependent rows. Standard loads leave data stale, and stale means wrong. - Pre-built ERP models GL, AR, AP and inventory, validated across hundreds of deployments. Or build custom. #### One model, two layers, zero drift - Orchestrated deployment Warehouse and semantic model update in sequence. No manual pipeline orchestration. - No XMLA scripting Fabric says 'write C# against REST APIs.' Zap says one click. - Schema changes propagate Add a column, rename a field, change a type. Both layers reflect it. #### Live in days, not months - Go live, then grow Power BI reports this week. Fabric for data science when you're ready. - Built for AI, not just BI The governed star schema you build today is what AI needs to reason against, not hallucinate from. - No migration to scale Your star schema already mirrors to OneLake, so notebooks and Copilot work from day one. In plain terms ### What is SQL Database in Fabric? SQL Database in Fabric is the ACID-compliant, fully governed relational layer inside Fabric. It's a full SQL Server engine that enforces primary keys and runs Zap's ELT transforms in place. Data automatically mirrors to OneLake, giving notebooks, data science and AI access at lake scale. Zap lands governed ERP data here. Microsoft built it to close the governance gap Lakehouse couldn't. Zap runs inside it. What we deliver ### What we deliver ##### Duplicate-proof architecture Enforced primary keys on every warehouse table. Duplicates are caught at load time, not discovered during an audit. ##### Dependency-aware refresh Zap checks timestamps on all looked-up columns to determine the true minimal incremental set. 5x faster and actually correct. ##### Synchronized semantic layer Warehouse and semantic model publish together. One change, one action, no drift between layers. ##### Pre-built ERP intelligence Star schemas for your ERP built by people who've done it hundreds of times. Validated currency conversion, multi-company, chart of accounts. ##### Excel + Power BI, same data Finance teams use Zap Live in Excel. Analysts use Power BI. Both query the same governed model. Single source of truth. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Excel Add-in Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Fabric Integration for Syspro, answered. How does Zap prevent duplicate records? Zap lands data in SQL Database in Fabric with enforced primary keys, so duplicates from retries or bad joins are rejected at load time, not discovered later. Fabric itself marks all keys 'NOT ENFORCED'. What's wrong with standard incremental loads? When a looked-up value changes, standard incremental loads miss every dependent row and your numbers go silently wrong. Zap's lookup-aware refresh reprocesses the dependent rows, so the data stays correct. How does Zap make Power BI refreshes 5x faster? Zap uses ledger-style delta processing: each change becomes an add-only transaction synced via XMLA, instead of reloading whole partitions. That's more than 5x faster and stays correct. Why can't Fabric keep the semantic model in sync with the warehouse? Fabric needs manual semantic-model updates when the warehouse schema changes. Default Semantic Models was meant to help, but Microsoft sunset it in 2025. Zap publishes warehouse and semantic model together, so there's no drift. How does Zap relate to Fabric, is it a replacement? No. Zap runs inside Fabric. It lands governed ERP data into SQL Database in Fabric and runs its ELT transforms in place, then mirrors to OneLake for notebooks, data science and AI. How quickly can we go live? Days, not months. Start with pre-built ERP models for Power BI this week, and switch on Fabric notebooks and data science when you're ready. How does Zap Live work with Power BI? Finance teams use Zap Live in Excel and analysts use Power BI, both querying the same governed model. One source of truth across both tools. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Wiise → Fabric Integration | Trusted Data | Zap URL: https://www.zapbi.com/fabric-integration/wiise/ Zap lands governed, duplicate-proof Wiise data into SQL Database in Fabric: enforced keys, lookup-aware loads and a semantic model that stays in sync. Power BI today, Fabric and AI when you're ready. Platform · Fabric · Wiise ## Wiise Fabric integration Governed ERP data in Fabric, deployed in days Zap lands governed, duplicate-proof Wiise data into SQL Database in Fabric, with enforced primary keys, lookup-aware incremental loads and a semantic model that stays in sync. Power BI reports this week, Fabric notebooks and AI when you're ready, all from one trusted Wiise foundation. Book a Demo Watch 2m Video Primary keys are defined as metadata only and not physically enforced. Microsoft Fabric Community ★ 4.3 on G2 from 46 reviews The gap ### Fabric's missing pieces #### No key enforcement Fabric doesn't enforce primary keys. Duplicates from retries and bad joins silently inflate your totals. #### Stale incremental loads When a looked-up value changes, standard loads miss every dependent row. Your numbers go wrong silently. #### Model out of sync Warehouse schema changes require manual semantic model updates. Default Semantic Models was supposed to help, but Microsoft sunset it in 2025. See it on your own Wiise data. Book a 20-minute demo with someone who works with Wiise every day. Book a Demo 60–80% cost savings vs typical ERP implementations. 5x faster Power BI refreshes with Zap's ledger-style processing. Days to trusted analytics, not months. Foundations ### Fabric foundations done right #### Your data, proven correct - Enforced primary keys Every table, every load. Duplicates rejected, not absorbed. - Lookup-aware incremental When a looked-up value changes, Zap reprocesses dependent rows. Standard loads leave data stale, and stale means wrong. - Pre-built ERP models GL, AR, AP and inventory, validated across hundreds of deployments. Or build custom. #### One model, two layers, zero drift - Orchestrated deployment Warehouse and semantic model update in sequence. No manual pipeline orchestration. - No XMLA scripting Fabric says 'write C# against REST APIs.' Zap says one click. - Schema changes propagate Add a column, rename a field, change a type. Both layers reflect it. #### Live in days, not months - Go live, then grow Power BI reports this week. Fabric for data science when you're ready. - Built for AI, not just BI The governed star schema you build today is what AI needs to reason against, not hallucinate from. - No migration to scale Your star schema already mirrors to OneLake, so notebooks and Copilot work from day one. In plain terms ### What is SQL Database in Fabric? SQL Database in Fabric is the ACID-compliant, fully governed relational layer inside Fabric. It's a full SQL Server engine that enforces primary keys and runs Zap's ELT transforms in place. Data automatically mirrors to OneLake, giving notebooks, data science and AI access at lake scale. Zap lands governed ERP data here. Microsoft built it to close the governance gap Lakehouse couldn't. Zap runs inside it. What we deliver ### What we deliver ##### Duplicate-proof architecture Enforced primary keys on every warehouse table. Duplicates are caught at load time, not discovered during an audit. ##### Dependency-aware refresh Zap checks timestamps on all looked-up columns to determine the true minimal incremental set. 5x faster and actually correct. ##### Synchronized semantic layer Warehouse and semantic model publish together. One change, one action, no drift between layers. ##### Pre-built ERP intelligence Star schemas for your ERP built by people who've done it hundreds of times. Validated currency conversion, multi-company, chart of accounts. ##### Excel + Power BI, same data Finance teams use Zap Live in Excel. Analysts use Power BI. Both query the same governed model. Single source of truth. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Excel Add-in Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Fabric Integration for Wiise, answered. How does Zap prevent duplicate records? Zap lands data in SQL Database in Fabric with enforced primary keys, so duplicates from retries or bad joins are rejected at load time, not discovered later. Fabric itself marks all keys 'NOT ENFORCED'. What's wrong with standard incremental loads? When a looked-up value changes, standard incremental loads miss every dependent row and your numbers go silently wrong. Zap's lookup-aware refresh reprocesses the dependent rows, so the data stays correct. How does Zap make Power BI refreshes 5x faster? Zap uses ledger-style delta processing: each change becomes an add-only transaction synced via XMLA, instead of reloading whole partitions. That's more than 5x faster and stays correct. Why can't Fabric keep the semantic model in sync with the warehouse? Fabric needs manual semantic-model updates when the warehouse schema changes. Default Semantic Models was meant to help, but Microsoft sunset it in 2025. Zap publishes warehouse and semantic model together, so there's no drift. How does Zap relate to Fabric, is it a replacement? No. Zap runs inside Fabric. It lands governed ERP data into SQL Database in Fabric and runs its ELT transforms in place, then mirrors to OneLake for notebooks, data science and AI. How quickly can we go live? Days, not months. Start with pre-built ERP models for Power BI this week, and switch on Fabric notebooks and data science when you're ready. How does Zap Live work with Power BI? Finance teams use Zap Live in Excel and analysts use Power BI, both querying the same governed model. One source of truth across both tools. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Xero → Fabric Integration | Trusted Data | Zap URL: https://www.zapbi.com/fabric-integration/xero/ Zap lands governed, duplicate-proof Xero data into SQL Database in Fabric: enforced keys, lookup-aware loads and a semantic model that stays in sync. Power BI today, Fabric and AI when you're ready. Platform · Fabric · Xero ## Xero Fabric integration Governed ERP data in Fabric, deployed in days Zap lands governed, duplicate-proof Xero data into SQL Database in Fabric, with enforced primary keys, lookup-aware incremental loads and a semantic model that stays in sync. Power BI reports this week, Fabric notebooks and AI when you're ready, all from one trusted Xero foundation. Book a Demo Watch 2m Video Primary keys are defined as metadata only and not physically enforced. Microsoft Fabric Community ★ 4.3 on G2 from 46 reviews The gap ### Fabric's missing pieces #### No key enforcement Fabric doesn't enforce primary keys. Duplicates from retries and bad joins silently inflate your totals. #### Stale incremental loads When a looked-up value changes, standard loads miss every dependent row. Your numbers go wrong silently. #### Model out of sync Warehouse schema changes require manual semantic model updates. Default Semantic Models was supposed to help, but Microsoft sunset it in 2025. See it on your own Xero data. Book a 20-minute demo with someone who works with Xero every day. Book a Demo 60–80% cost savings vs typical ERP implementations. 5x faster Power BI refreshes with Zap's ledger-style processing. Days to trusted analytics, not months. Foundations ### Fabric foundations done right #### Your data, proven correct - Enforced primary keys Every table, every load. Duplicates rejected, not absorbed. - Lookup-aware incremental When a looked-up value changes, Zap reprocesses dependent rows. Standard loads leave data stale, and stale means wrong. - Pre-built ERP models GL, AR, AP and inventory, validated across hundreds of deployments. Or build custom. #### One model, two layers, zero drift - Orchestrated deployment Warehouse and semantic model update in sequence. No manual pipeline orchestration. - No XMLA scripting Fabric says 'write C# against REST APIs.' Zap says one click. - Schema changes propagate Add a column, rename a field, change a type. Both layers reflect it. #### Live in days, not months - Go live, then grow Power BI reports this week. Fabric for data science when you're ready. - Built for AI, not just BI The governed star schema you build today is what AI needs to reason against, not hallucinate from. - No migration to scale Your star schema already mirrors to OneLake, so notebooks and Copilot work from day one. In plain terms ### What is SQL Database in Fabric? SQL Database in Fabric is the ACID-compliant, fully governed relational layer inside Fabric. It's a full SQL Server engine that enforces primary keys and runs Zap's ELT transforms in place. Data automatically mirrors to OneLake, giving notebooks, data science and AI access at lake scale. Zap lands governed ERP data here. Microsoft built it to close the governance gap Lakehouse couldn't. Zap runs inside it. What we deliver ### What we deliver ##### Duplicate-proof architecture Enforced primary keys on every warehouse table. Duplicates are caught at load time, not discovered during an audit. ##### Dependency-aware refresh Zap checks timestamps on all looked-up columns to determine the true minimal incremental set. 5x faster and actually correct. ##### Synchronized semantic layer Warehouse and semantic model publish together. One change, one action, no drift between layers. ##### Pre-built ERP intelligence Star schemas for your ERP built by people who've done it hundreds of times. Validated currency conversion, multi-company, chart of accounts. ##### Excel + Power BI, same data Finance teams use Zap Live in Excel. Analysts use Power BI. Both query the same governed model. Single source of truth. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Excel Add-in Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Fabric Integration for Xero, answered. How does Zap prevent duplicate records? Zap lands data in SQL Database in Fabric with enforced primary keys, so duplicates from retries or bad joins are rejected at load time, not discovered later. Fabric itself marks all keys 'NOT ENFORCED'. What's wrong with standard incremental loads? When a looked-up value changes, standard incremental loads miss every dependent row and your numbers go silently wrong. Zap's lookup-aware refresh reprocesses the dependent rows, so the data stays correct. How does Zap make Power BI refreshes 5x faster? Zap uses ledger-style delta processing: each change becomes an add-only transaction synced via XMLA, instead of reloading whole partitions. That's more than 5x faster and stays correct. Why can't Fabric keep the semantic model in sync with the warehouse? Fabric needs manual semantic-model updates when the warehouse schema changes. Default Semantic Models was meant to help, but Microsoft sunset it in 2025. Zap publishes warehouse and semantic model together, so there's no drift. How does Zap relate to Fabric, is it a replacement? No. Zap runs inside Fabric. It lands governed ERP data into SQL Database in Fabric and runs its ELT transforms in place, then mirrors to OneLake for notebooks, data science and AI. How quickly can we go live? Days, not months. Start with pre-built ERP models for Power BI this week, and switch on Fabric notebooks and data science when you're ready. How does Zap Live work with Power BI? Finance teams use Zap Live in Excel and analysts use Power BI, both querying the same governed model. One source of truth across both tools. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Get Started Free | Zap URL: https://www.zapbi.com/get-started-free/ Start your free Zap trial. See Zap Data Hub on your own ERP data, with pre-built models, governed reporting and analytics in Excel, Power BI and Zap Analytics. One email to get going. Free trial ## See it on your own ERP data. A free 14-day trial with guided setup. We connect Zap to your ERP and build your models with you, so what you are looking at is your own numbers. Not a sandbox, not sample data. - Your own ERP data, not a demo environment - We set it up with you, live in days not months - Reporting and analytics in Excel, Power BI and Zap Analytics - 4.3 on G2 from 46 reviews · ISO/IEC 27001 certified ### Request your free trial One email to start. We will book a short setup call and get you running on your own data. --- # Insights | Zap URL: https://www.zapbi.com/insights/ Practical thinking on ERP data, reporting and AI, from the team automating data warehouses for Sage, SAP Business One, Syspro, Dynamics, Wiise and Xero. Insights ## Straight answers on ERP data, reporting and AI. What actually works when you put analytics and AI on ERP data — written by the people who do it every day. All AI Data Data CFO · COO · CIO 2 Oct 2026 #### What is a semantic layer? Most businesses carry several versions of the same number, all defensible, none of them written down. Somebody decides what 'sales' means from memory, one conversation at a time, and the only corner of the business where that job was ever recorded properly is your chart of accounts. Read 12 min Data CFO · COO · CIO 2 Oct 2026 #### When your reporting depends on one person Getting a number right takes someone who knows what it's supposed to mean and someone who knows where it lives. In a small team that's usually one person, and often the only one. Read 8 min Data CFO · COO · CIO 2 Oct 2026 #### Why ERP data breaks the textbook semantic layer Most writing on semantic layers assumes the modelling problem upstream is already solved. ERP data is where that assumption falls over, and where the reports go wrong without a single word being used loosely. Read 9 min AI CFO · Operations 13 Aug 2026 #### How to make your ERP data ready for AI An AI assistant is probably already somewhere in your finance team. Someone is asking Copilot to explain a variance, dropping an ERP export into ChatGPT, or using Claude to turn a spreadsheet into commentary for a board pack. Read 21 min Nothing in that category yet. --- # How to make your ERP data ready for AI | Zap URL: https://www.zapbi.com/insights/how-to-make-your-erp-data-ready-for-ai/ AI doesn't fix the meaning of your data. It inherits it. What your AI assistant can do once it works from a governed ERP data model instead of an export. AI ## How to make your ERP data ready for AI An AI assistant is probably already somewhere in your finance team. Someone is asking Copilot to explain a variance, dropping an ERP export into ChatGPT, or using Claude to turn a spreadsheet into commentary for a board pack. Written for CFO Operations Wayne Blumenthal, Chief Operating Officer 13 August 2026 21 min read The argument, in short About a minute - AI inherits the meaning of your data rather than fixing it. An export carries the numbers without the things that make them mean anything: how your fiscal calendar works, what gets eliminated on consolidation, what counts as revenue, who is supposed to see what. - The failures don't announce themselves. You get a plausible number in a confident sentence, with no error message and no hesitation. You tend to find out in the meeting rather than at the moment you ask. - Three things have to be true underneath. One current source of the data, the meaning written down once rather than rebuilt per report, and permissions that carry through to the answer. - The assistant gets better when there is a governed model under it. Same tool, but now it crosses systems, gives you the same answer again next month, and leaves a path back to source. - An assistant reading through a governed layer answers within the permissions of the person asking. Somebody who can't open payroll today doesn't get a payroll answer by asking a chatbot instead. - The line arrives sooner than most teams expect. It is the moment somebody other than the author has to answer for the number: a second reviewer, an auditor, a lender, or the person who held it all leaving. - The work creates value before AI does. Which is the main reason it isn't an AI bet. Start with a question somebody in your business asks most weeks. What is our stock actually worth right now? It sounds like a single number. In practice the answer depends on whether consignment stock counts, whether goods in transit are included, what the business treats as obsolete, and whether the write-down finance booked last month has made it back into the operational system yet. Ask an assistant that question over a spreadsheet export and you will get a number. What you will not get is a note explaining which of those four decisions it quietly made on your behalf. For most businesses that horse has bolted, and the interesting question is no longer whether people should be using AI with financial and operational data. It is what happens when they do, and more specifically, what the assistant is being asked to work from. Give one a spreadsheet exported from your ERP and it will do what these models do remarkably well. It will find patterns, interpret the information in front of it, and produce an answer that reads as coherent and considered. The difficulty is that the spreadsheet contains the numbers without necessarily containing the things that give those numbers meaning. It may say nothing about how your fiscal calendar works, which transactions are eliminated on consolidation, what your organization actually counts as revenue, how entities relate to one another, or who is supposed to see what. The model has to work with what it has. Where that context is missing, it will generally infer it. This is where a lot of the conversation about AI accuracy starts in the wrong place. We tend to ask whether the model is capable enough, whether the prompt was good enough, or whether the next release will fix whatever went wrong last time. If the ambiguity was already sitting in the data before anyone asked a question, a better model does not remove it. AI doesn't fix the meaning of your data. It inherits it. ### The errors don't look like AI errors Picture asking an assistant to work through your general ledger and explain why margin fell last quarter. The ledger may record debits and credits using conventions that the ERP understands perfectly well but that are not apparent from a row of exported values. Your financial year might start in July while the model reasonably assumes that last quarter means a calendar quarter. An export spanning several entities may still contain the intercompany transactions that need to be eliminated before anyone calculates group revenue. None of that is exotic. Those are ordinary features of financial data, and every finance team knows about them. The problem is that the answer does not announce that any of it happened. It is a recognizable pattern. A monthly reporting template built on top of an assistant, working from a fairly complicated spreadsheet source, produces something that looks right most of the time. What it does not do is produce something reliably right. Run the same template again a month later and something comes back wrong or quietly missing. Sometimes it is a comparison against prior period figures held in a separate file. Sometimes it is simpler than that: a number misread, or one that should have been updated and was not. Good enough to believe. Not good enough to sign. The obvious response is to structure the inputs better, and it genuinely works. Give the assistant a cleaner, more consistent source and the error rate falls. But look at what that actually is. You are building and maintaining a structured, well-defined layer between the operational system and the question, so that the answers coming back can be relied on. That is the same job a governed model does, done by hand, by a person, every month. The work does not disappear. It moves into template maintenance that never ends, which is the work the assistant was supposed to save you. An assistant can calculate confidently from an incomplete export without knowing the extract hit a row limit. It can include a salary field because somebody selected more columns than they meant to. It can hand you one entirely plausible definition of sales when the ERP, the CRM and the cash receipts each hold a different number that could reasonably carry that name. The same thing happens as soon as the question leaves finance, and it gets harder. Ask what your stock is worth and the answer depends on whether consignment inventory counts, whether goods in transit are included, and what the business treats as obsolete. Ask what a job cost to make and it depends on which overheads are absorbed and whether work in progress at period end is captured at all. Ask about working capital and you are asking for payables, receivables and inventory ageing to be read side by side, which usually means three systems that have never fully agreed on what a customer record is. In each case the model is working faithfully with the information it was given. The ambiguity existed before AI entered the picture, which is worth dwelling on, because it tells you what better data architecture can and cannot fix. A governed foundation does not make a model infallible. It can still reason badly, build the wrong query, or state something with total confidence that turns out to be wrong. What governance does is reduce the ambiguity sitting underneath the model, and remove some sources of it entirely. Definitions get settled before the question is asked. Fiscal periods become explicit. Relationships between entities are modeled rather than guessed. Access rules are enforced. And when a number looks wrong, there is somewhere to go and find out why. It is not a guarantee, and it would be dishonest to present it as one. A semantic layer can hold a definition somebody got wrong. A warehouse can be stale. Permissions can be misconfigured. What changes is that each of those is findable and fixable in one place, rather than being reinvented, differently, in every extract. For a finance leader that is the difference between getting an answer and being able to stand behind one. ### You can test this without taking our word for it There is a simple experiment worth running with whichever assistant your organization already uses. Tell it that every month you export general ledger and sales data from your ERP into a spreadsheet, paste that into the assistant, and use what comes back to help prepare a board pack. Then ask it what could make its answers unreliable, and what it would need in order to make them consistent, traceable and defensible. Try this prompt Prompt Every month I export our general ledger and sales data from our ERP into a spreadsheet, then paste it into you and ask questions to help build our board pack. What could make your answers unreliable, and what would you need in order to make them consistent, traceable and defensible? The exact response will vary by model, but the themes it raises tend to be familiar. How fresh is this export? What does each field mean? Are the relationships between these tables clear? How are accounting periods defined? Is anything missing? Which business rules should be applied before the numbers are used? Does this file contain information the person asking should not be able to see? Those are not really AI questions. They are data questions, and AI has simply made them much harder to ignore. ### What needs to sit underneath Three things have to be in place underneath, and none of them is especially futuristic. They are requirements rather than stages, which matters most for the last one, because security treated as a final step is how access control ends up bolted on. The first is a current, governed source of operational data . Rather than analysis depending on whichever spreadsheet somebody exported on Tuesday morning, ERP data is brought into a warehouse automatically and kept current. Finance stops having to work out which extract an answer came from, and analytical work stops going back to the operational system every time someone wants to explore something. The second is meaning , and this is the part that gets underestimated, because businesses have historically stored a great deal of it in people’s heads. An experienced analyst knows what revenue means in that organization. They know which entities roll into which group, which dates matter, how customers relate to orders, and which calculations were agreed with the CFO three years ago and never written down. An assistant arrives with none of that institutional knowledge. So the meaning has to live in the data model itself: the relationships, calculations, hierarchies, definitions and business rules, applied consistently whether the person consuming them is in finance, looking at Power BI, working in Excel, or asking an assistant a question in plain language. The third is permission . Giving people an easier way to ask questions of business data should not quietly give them an easier way around the controls that already exist. What you want is for an assistant to inherit the same governed access rules as the reporting layer rather than becoming a separate path around it. That does not happen automatically because a warehouse is involved. Identity and authorization have to be carried through the architecture deliberately. Once they are, AI becomes another governed consumer of operational data rather than another uncontrolled copy of it. Those three requirements are really the same question asked by different people. The CFO wants to know whether it is the right number and whether they can stand behind it in a board meeting. The CIO wants to know whether access is secure and auditable. The data team wants definitions that do not have to be rebuilt for every new use case. The assistant has the simplest version of all: what does this data actually mean? ### What the assistant can do once that is underneath Most of this argument has been about what goes wrong. The more useful question runs the other way: what can you ask with both that you cannot ask with either on its own? An assistant working from an export can read what is in the file. An assistant working from a governed model can ask what is happening in the business. Margin by product this quarter against the same quarter last year, across three entities, with intercompany already eliminated. Which customers have gone quiet, measured against how they used to buy. What working capital looks like when payables, receivables and inventory ageing are read side by side rather than assembled by hand first. And when somebody challenges the number, a path back toward the transactions underneath it. Ask the same question again next month and you get the same answer, because the definitions did not move in between. That sounds like a small thing. It is most of what makes a number usable by somebody who did not produce it. The assistant did not get better. What it was reading did. None of that depends on which assistant your team has settled on. Copilot, ChatGPT, Claude and whatever follows them all start from the same place: what they were handed. Hand them a governed model instead of a spreadsheet and the range of questions they can be trusted with changes, without anybody waiting for the next release. ### The assistant should not see what the person can't This one deserves saying plainly, because it is the point most often skipped and the one with the sharpest consequences. When an assistant answers through a governed layer, it can answer within the permissions of the person asking. Somebody who cannot open payroll today does not get a payroll answer by asking a chatbot instead. That is not automatic, and it is worth being precise about why: it holds when identity and authorization are carried through the architecture deliberately, which is a design decision rather than something a warehouse gives you for free. A pasted export does the opposite. Once the file exists it has left your controls, and from that point access is decided by whoever it gets forwarded to. ### What changes with a governed model An ad hoc export is a snapshot. It reflects what one person chose to extract at one moment, with whatever filters and columns happened to be selected, and once the file leaves the ERP its access is determined largely by where people forward it. A governed model starts from a different premise. The data is refreshed systematically. Definitions and relationships are already established. The same business logic can be consumed by different tools. Access controls can be carried through. And when somebody challenges a number, there is a path back toward the underlying source. | An ad hoc export | A governed model | What it is | A snapshot of what someone chose to extract, at one moment | A systematically refreshed model of the source | What things mean | Implicit, and inferred from column names | Established once, and shared across every tool | Access | Determined by wherever the file gets copied or sent | Can inherit the controls of your reporting layer | Challenging a number | Little to check it against | Traceable back toward the underlying source | Repeat questions | Extract and prepare again each time | Modeling work done once and reused | Load on the ERP | Every extract pulls from the operational system | Analysis runs against the warehouse instead | None of that is an argument against exports as such. An export can be scheduled, access-controlled, version-controlled and documented, and plenty are. The point is that by the time you have done all of that, you have started building the governed layer yourself. The question stops being whether you need one and becomes who maintains it. There are operational differences as well. Repeatedly extracting and moving raw operational data creates work somewhere, whether that shows up as API usage, compute, manual preparation or load on the source system. A governed model does not make that work vanish, but it does mean much of the ingestion, modeling and definition can be done once and then reused across reporting, analytics and AI. That distinction gets more valuable as the number of consumers grows. ### Six questions to ask about your own data If you want a quick read on where you actually stand, these are the things worth checking. None of them requires a project to answer, and the ones you cannot answer cleanly tend to be the ones that matter. A readiness test Freshness. How old is the data behind your most recent management number, and does anyone know that without asking? Definitions. Take the three measures your business argues about most. Is each one written down somewhere a new starter could find, or does it live with a person? Relationships. Can you get margin by customer, by product and by site from the same source, or does each one come from a different extract? Permissions. If you gave someone a new reporting tool tomorrow, would it apply the same access rules as your existing reports, or are you relying on who receives which file? Traceability. Take a number from last month's pack. How long does it take to get from that figure back to the transactions underneath it? Repeatability. Ask the same question twice, a month apart, with nothing changed in the underlying data. Do you get the same answer? Every one of those you cannot answer cleanly is a place where an assistant would have to infer something. Inference is not the problem in itself. Inference that never announces itself is. ### Where an export is enough, and where it stops There is a version of this argument that turns every ad hoc question into an architecture project, and that is not the argument. Sometimes an export really is enough. It is worth being precise about when, because the honest answer tells you something useful about your own situation. It holds up when the person preparing the number is also the person reviewing it. Somebody with the full business context notices the odd misinterpretation, knows a figure looks wrong before anyone else sees it, and corrects it on the way through. With one or two people in finance, working only with financial data, an export and an assistant may genuinely be all you need. The most useful rule of thumb is what happens when the person who prepares the number is no longer the person who has to answer for it. Great for whoever assembles the narrative. Very hard for whoever has to review it. That moment arrives sooner than most teams expect. It arrives when a second person has to review or sign the number. When an auditor or a lender asks how it was derived. When several entities have to be consolidated. When the data stops being purely financial and starts involving stock, work in progress or anything coming out of an operational system, at which point nobody holds the whole picture in their head any more. And it arrives abruptly when the person who did hold it moves on. None of those are about company size, and none of them are about AI. Each one is a point where somebody other than the author has to trust the number, and where the working has to be available rather than remembered. It is a rule of thumb rather than a rule. What actually decides it is some combination of how material the number is, how often it has to be reproduced, how many systems it crosses, how sensitive the underlying data is, and whether anyone will ever have to audit it. One person can genuinely need governance. A larger team can run a controlled, well-documented export perfectly safely. Below that line, an export and an assistant are a perfectly reasonable answer. Above it, what the business is asking for is not really an answer any more. It is an answer with an audit trail, and that is a different piece of engineering. You still want the assistant above the line. What changes is what you point it at. ### This investment doesn't depend on AI Plenty of finance teams are still experimenting with AI rather than running it in workflows that matter, and that gets presented as a reason to wait before investing in the data underneath. I would argue the opposite, because everything that makes operational data safer and more useful for AI also improves the work those teams are already doing. A warehouse that refreshes on its own reduces the dependence on manually assembled workbooks and on the person who maintains them. Shared definitions end the recurring meeting where finance and operations arrive with different versions of the same measure. Reading payables, receivables and inventory ageing beside each other stops being a monthly assembly job. Margin by product, plant or job becomes something you can look at rather than something you commission. And when a number is challenged, there is somewhere to go and find out why. It is worth being straight about the comparison, too. Building your own reporting layer is not free, it is costed differently. The licence is visible. The person maintaining the structure, the reconciliation every month, and the risk carried by whoever signs the number are not. If one capable person holds all of it and nobody else has to answer for the output, building your own can genuinely be the cheaper answer, and we would rather say so than pretend otherwise. What changes the arithmetic is a second reviewer, an audit, a lender, another system that has to be brought in, or that person moving on. A reporting layer that lives in one person’s head is a reporting layer with a single point of failure. If you already run a proper data platform, with a warehouse, transformation tooling, source control, testing and people who know how to use them, then most of the above is not your problem and this argument is not aimed at you. The cost that remains is narrower and more specific: interpreting the ERP itself. Its schemas and conventions, what differs between versions and editions, what changes at upgrade, and which of the thousands of tables actually carry the concepts the business talks about. That work does not finish, because the ERP keeps moving, and almost none of it gets easier because your data platform is good. So this is not really an investment in AI infrastructure. It is an investment in a trusted operational data foundation, and AI is simply another consumer of it. An increasingly important one, but not the reason to build it. ### Where Zap fits This is the problem Zap has spent more than fifteen years working on. ERP data is genuinely difficult to model well, because understanding the source system is most of the work. Tables have to be interpreted, relationships established, business concepts modeled, and differences between products and versions accounted for, all before the data becomes useful outside the ERP itself. Zap has encoded a lot of that knowledge into pre-built models for systems including Sage, SAP Business One, Syspro and Microsoft Dynamics 365, and maintains them as those systems change. Rather than starting with raw tables and a blank data model, a project starts with an existing understanding of how that operational data fits together. From there Zap builds and maintains the governed foundation that sits between the ERP and the tools people actually want to use. The ERP is rarely the whole picture, though. Most questions worth asking cross into the CRM, the payroll system, the warehouse or whatever else the business runs on, and joining those sources is where the manual reconciliation actually lives. The same governed model is where that joining happens once, rather than in a workbook every month. If you run three or more systems that have to agree with each other before anyone can answer a question, that joining is the work. That is the part that is genuinely expensive to build yourself, and the part that has to be maintained indefinitely, because ERPs change. Building reports is not the hard bit. Knowing what the tables mean, and keeping that knowledge current across versions and upgrades while the business carries on, is the hard bit. There is a direction of travel worth naming here, and worth being straight about. Zap’s roadmap includes exposing that governed model to external assistants directly, through an MCP endpoint carrying the same permissions as the reporting layer, so that a tool like Claude, ChatGPT or Copilot reads through the access rules that already apply rather than around them. That is roadmap rather than something in your hands today. The reason it matters now is that it only works if the governed model exists underneath it, which is an argument for building the foundation before the interface arrives, not after. That might be Power BI. It might be Excel. It might be an AI assistant. Increasingly it will be all three, and the useful part is that they do not each have to invent their own version of the truth. Which is worth holding onto as the tools keep changing, because they will. The assistant your finance team prefers in two years may not be the one it prefers today. The models will improve, the interfaces will change, and new ways of querying business information will keep arriving. Your definition of revenue, your fiscal calendar, your entity structure and your governance obligations will still be yours. That is the part worth owning. Connect - - - - - - - CRM, payroll, inventory, Excel, CSV and many more Govern Data Hub Governed business model - Governed access - Semantic layer - Data warehouse One version of truth Build & ask - Zap Analytics with Zap AI - Excel - Power BI - Teams - Your AI Claude and ChatGPT ERP CRM Budgets Data warehouse What happened Semantic layer What it means Revenue Margin Customer Power BI Excel AI assistant In the ERP In the report Item movement Initial cost Revaluation Adjustment Item movement Item movement Item movement Board pack The number Report Where it’s built Definition What it means Revenue Source systems What happened ERP CRM Payroll Written fresh The assistant composes it Answer 1 Answer 2 Totals agree The rest can differ Approved report The assistant pulls it up Answer 1 Answer 2 The same, both times FAQ ### Common questions Can an AI assistant connect directly to my ERP? Technically yes, through an API. The difficulty is that the business meaning an external analytical tool needs is usually spread across ERP configuration, schemas, documentation and people's heads rather than sitting in the tables. Table names are often cryptic, relationships are frequently undocumented, and little of it records what a given number represents in your business. The assistant ends up inferring a great deal, and those reads land on the system your business is running on. Connecting it to a governed model removes most of that inference. What is an MCP server, and where does it fit? MCP stands for Model Context Protocol, and the name is the useful part: a model is only as good as the context it is given. The protocol is a standard way to give an assistant access to tools and context, which makes it a doorway rather than a building. It says nothing about whether the data behind that doorway is well modeled or governed. Point that doorway at raw tables and the assistant is back to inferring what they mean, so what matters is what sits behind it. Point it at a governed model and the same assistant can work across systems, apply the definitions your business has already agreed, and leave a path back toward the source. My ERP is adding its own AI. Doesn't that solve this? Increasingly they all are, and for operational work it is genuinely useful: posting in bulk, pulling a list of overdue invoices, working through a reconciliation with someone reviewing it. Analytics is a different job. It asks questions that cross periods, entities and systems, and it needs answers that hold up when they are repeated and challenged. The two are not in competition. It is worth being clear about which of them you are asking for. Is it expensive to run AI directly on ERP data? It depends heavily on the architecture, so treat any universal claim with caution. The directional point holds though. Repeatedly extracting and moving raw operational data creates work somewhere, whether that is API usage, compute, manual preparation or load on the source system. A governed model does not make those costs disappear, but much of that work can be done once and reused. Does AI bypass my ERP security? It can, if it is handed a copy of data that sits outside your controls, which is exactly what pasting an export does. Reading through a governed layer allows the same access rules to be applied consistently, but that has to be designed rather than assumed: identity and authorization need to be carried through to the assistant. Do I need this if I only run one ERP? Often, yes. The question is rarely how many systems you have. It is whether reporting has to be trusted, consistent and auditable. A single ERP still needs defined metrics, an explicit fiscal calendar and enforced permissions before an assistant can answer consistently. What is the difference between a warehouse and a semantic layer? The warehouse holds the data. The semantic layer holds the meaning: the relationships, calculations, hierarchies and business rules behind your terms. Both matter, because a warehouse on its own still leaves an assistant inferring what the numbers represent. Does governed data guarantee an accurate AI answer? No, and it is worth being straight about that. A model can still reason poorly, generate the wrong query or state something confidently that turns out to be incorrect. What governance removes is the class of errors that originates in the data itself: ambiguous definitions, stale extracts, missing context and unclear permissions. Related reading ### Keep going #### Our AI Manifesto How Zap approaches AI on a governed data foundation. Read #### The AI Data Foundation Why trusted, centralized data is the foundation for AI success. Read #### Data Warehouse Automation How Zap builds and keeps your warehouse current. Read ### See it on your own ERP data. A governed warehouse and semantic layer for your ERP, live in days rather than months. Request Demo Talk to us --- # What Is a Semantic Layer? Meaning and Example | Zap URL: https://www.zapbi.com/insights/what-is-a-semantic-layer/ A semantic layer defines each measure once so every report inherits the same answer. How it differs from a warehouse, and why your ledger already has one. Data ## What is a semantic layer? Most businesses carry several versions of the same number, all defensible, none of them written down. Somebody decides what 'sales' means from memory, one conversation at a time, and the only corner of the business where that job was ever recorded properly is your chart of accounts. Written for CFO COO CIO Simon Ryan 2 October 2026 12 min read The short version About a minute - A semantic layer is where a measure is defined once. Every report, spreadsheet and assistant reading your data inherits the same answer rather than deriving its own. - Ask for last month's sales and the honest answer is a question back. Which date? Does it include intercompany? Are credits netted off? The ERP holds all the columns and no opinion about which one you meant. - You already own a semantic layer, for the ledger. Your chart of accounts is the reason the P&L is one number instead of five. Nothing forces date, cost or hierarchy meaning through anything comparable. - A semantic layer sits above the warehouse, not instead of it. The warehouse settles what happened. The semantic layer settles what it means. - A governed semantic layer doesn't end the disagreement. It moves the disagreement somewhere you can see it and settle it once, instead of leaving it buried in a filter set four years ago. - Go and count where one measure is defined today. Five places and no owner is the usual answer. This is part one of two. Part two covers the two problems this explanation doesn't reach, and what changes when software starts answering. Every business has somebody who decides what things mean. It’s rarely in their job description. Ask them for last month’s sales and they don’t recite a figure, they ask a question back. Which date do you want: order, invoice or posting? Does that include intercompany? Are credits netted off, and if so, credits raised last month or credits against last month’s invoices? Most people find that mildly irritating. It’s the most valuable thing happening in your reporting. That person is holding the questions behind the numbers and answering them consistently, from memory, one conversation at a time. When they are on leave the answers drift a little. When they leave, the answers go with them, and the reports carry on running as though nothing happened. A semantic layer is that job written down in a form your software can read. That’s the short definition. The longer one matters, because the reason the job exists at all is specific to ERP data. ### So which date did you mean? Take a question as ordinary as on-time delivery. In Microsoft Dynamics 365 Business Central, to take one system, a sales order line carries a requested delivery date, a promised delivery date, a planned shipment date and a shipment date. Each is a defensible basis for the measure, and they answer different questions. Measure against what you first promised and the number is hard to live with. Measure against the most recent confirmation and, if your process rewrites that date when an order is rescheduled, the figure drifts upward until it stops telling you much at all. The system holds all four fields, and each is legitimate. What it can’t hold is which of them your business treats as the promise. Whoever built the report picked one, probably years ago, for a reason that was never recorded. That’s the shape of the whole problem, and it’s better stated plainly. Your ERP contains several perfectly valid fields. It does not decide which one represents the definition you meant to report. The field names change from one system to the next. The problem doesn’t. Whether you are on Syspro, Sage, SAP Business One, Dynamics or anything else in that class, the system carries choices about dates, classifications, costs, status and structure that it has no way of resolving on your behalf. It was built to run the business, not to arbitrate how the business describes itself. None of this is really a software problem, and it predates software. The bridge that opened at Laufenburg in 2004 crosses the Rhine between Germany and Switzerland, and it was built from both banks at once. Each side set its heights against sea level. Germany measures sea level from the North Sea, Switzerland from the Mediterranean, and the two differ by 27 centimetres. Everybody involved knew that. Someone applied the correction in the wrong direction, so as the two halves approached each other they were 54 centimetres apart. Nothing had been miscalculated. One word meant two things, and both of them were right. #### What does available to sell mean? Ask what is available to sell and the same thing happens. SAP Business One tracks quantity on hand, committed and ordered, and does surface an available figure derived from them. Whether that’s the figure your salespeople should quote depends on how the business treats stock allocated to an unshipped order, goods in transit, and quantities held against a forecast. The warehouse manager, the planner and the salesperson can each read the system correctly and give three different answers. #### Why does the textbook explanation come apart? This is where the textbook explanation of a semantic layer starts to come apart. Most writing on the subject assumes the modelling problem upstream is solved, that the entities are clean and the remaining argument is about metric syntax. An ERP is configured, not bought, and the configuration carries meaning the schema never states. In Sage X3 the analytical dimension types are defined per company, up to twenty of them with nine available on a given ledger, so what the first dimension actually represents is a setup decision each entity made separately. Department 410 can mean field service in the company you started with and warehousing in the one you acquired, because when the charts were consolidated the accounts were mapped and the dimensions were left alone. A group report by department is then arithmetically perfect and factually wrong. None of this announces itself, which is why it survives. A report built on a definition nobody declared doesn’t come back with an error. It returns a number, it foots, it ties to the ledger, and it circulates for four years. A report built on an undeclared definition doesn't look broken. It looks finished. ### Why doesn't your P&L have this problem? Put the same kind of question to your ledger. Ask for gross margin and you probably don’t get asked which one you meant, because the ledger has a chart of accounts and a statement mapping sitting over it, and every posting is forced through them. That mapping isn’t a description of how transactions get classified. It’s the structure the transactions go through, and the statements inherit it whether or not anybody has read it. It also computes rather than merely labels. Deciding what nets against what, which way the signs run, what rolls into cost of sales and what sits below the line, all of that is derivation. Gross margin is a derived line, not a caption. Hand the same ledger to five people with no chart and you get five statements that all foot and none of which agree. So you already own a semantic layer. You built it for the ledger, you defend it every year, and you have probably never thought of it as optional. The question worth sitting with is why you only ever built one. Part of the answer is that somebody made you. The ledger is the corner of the business where meaning had to be written down and defended, because auditors and accounting standards required it. Some of that discipline does extend past the ledger, inventory valuation policy being the obvious case. What has never been required is a written answer to which date counts as the promise, or what available means when a customer is on the phone. So those definitions got settled the way they always get settled, one report at a time, by whoever happened to be building that report. None of which requires your chart to be elegant. Plenty aren’t. Most businesses that have made an acquisition are carrying two charts half merged, and a great many have a 999 department quietly absorbing whatever nobody wanted to code, which by now is one of the larger lines in any dimensional report. A governed structure that has drifted still beats no structure, partly because drift is visible at all only when there’s something to compare against. A semantic layer, then, is a chart of accounts for everything outside the ledger. The place where a measure is defined once, so that reports, spreadsheets and anything else reading your data inherit the same answer rather than each deriving its own. The ledger is the one corner of the business where somebody was made to write the meaning down. Nothing insisted anywhere else. How the layers stack. Each tool at the bottom asks its question of the same governed definitions rather than arriving at its own. The chart of accounts does this for the ledger. The semantic layer does it for everything else. ### What actually changes when the definitions are governed The argument so far has been about a problem. The other side of it is easy to underestimate, so it’s better set out concretely. Today the same measure can exist in several places with no clear owner. Finance, sales and operations each carry a version that’s defensible on its own terms, and most of the knowledge that reconciles them sits with one or two people. A good part of the analyst’s week goes on reconciling outputs rather than looking at them. Anything pointed at that estate, an assistant included, inherits every one of those decisions without being told they were decisions. Govern the definitions and the arithmetic does not change. The ownership does. Revenue, margin, customer, product, period and hierarchy have an agreed meaning, recorded once. Power BI, Excel and anything else reading through the model inherit it rather than deriving their own. A change is made in one place instead of being reproduced across a dozen reports, most of which nobody will remember to update. The part worth noticing is what happens to disagreement. It doesn’t disappear, and it shouldn’t. What changes is that it surfaces as a visible decision about which measure the business runs on, instead of staying buried in a filter somebody set four years ago. That’s the difference between an argument you can settle once and one that returns every quarter. The practical effects are unglamorous and they add up. Less of the month spent reconciling. Less exposure when the person who knows how it works is on leave. Fewer meetings that stall on whose number is right before anyone gets to what the number means. Less logic living in workbooks that break when a column moves. And when you do point an assistant at any of it , it’s working from definitions your business agreed rather than ones it inferred on the spot. ### Isn't that what the warehouse is for? A fair objection, and it deserves a proper answer, because plenty of businesses reading this have built one and it’s working. The warehouse settles what happened. Transactions reconciled to the source, kept over time even where the ERP overwrites itself, structured so a query can run without going near the operational system at month end. That’s real work, the job data warehouse automation exists to do, and it’s a prerequisite for everything above it. The semantic layer settles what those records mean. It’s the difference between holding the delivery dates and holding a decision about which one is the promise. You can have a healthy warehouse and still hold two reports that both say sales and disagree by a few percent. Nothing is broken. The warehouse did its job. The disagreement sits above it, and no amount of additional data resolves it. The multi-system version of this is sharper still. In the ERP, sales might mean invoiced revenue in base currency. In the CRM it means won deals. In a spreadsheet it means bookings, or cash received. Each is correct in its own context. Reconciling them at the moment somebody asks a question is the worst possible time to be doing it, because that’s exactly when the definitions and the joins matter most. Microsoft recommends a star schema for Power BI models, and getting ERP data into that shape on every refresh is warehouse work. Once it’s there, the calculations and hierarchies defined over it are inherited by everything downstream, Excel included. Excel isn’t the villain here. The reason it produces contradictory numbers isn’t the tool but that each workbook carries its own definitions with nowhere common to draw them from. ### Where your definitions live today Worth doing literally rather than in the abstract. Pick one measure and find every place it’s defined. A representative answer looks something like this. - A saved report in the ERP's own report writer, whose filter set is the definition. - A Crystal report on a share drive, built by somebody who has left. - A measure inside one Power BI file, copied into three others and then edited in two of them. - A spreadsheet column with a hard-coded exclusion for two account codes and a comment explaining why. - A SQL view called vw_Sales_Final_v3. Five definitions, no owner, and nothing you can compare. In ledger terms, five mappings and no chart. The argument in the meeting is usually downstream of this, which is why it never quite resolves. Nobody is disagreeing about the number. They are disagreeing about a question that was never asked out loud. ### Where this goes next That’s the definition, and for a lot of readers it’s enough: a semantic layer is the place a measure is defined once, so everything downstream inherits it rather than deriving its own. The comparison with a chart of accounts has limits though, and they are the interesting part. A chart handles ambiguous words. It does nothing for the reports that are arithmetically wrong without a single word being used loosely, and nothing for the fact that ERP master data describes the present while your reports describe the past. Those two problems, and what changes when software rather than a person starts answering the questions, are covered in part two . Connect - - - - - - - CRM, payroll, inventory, Excel, CSV and many more Govern Data Hub Governed business model - Governed access - Semantic layer - Data warehouse One version of truth Build & ask - Zap Analytics with Zap AI - Excel - Power BI - Teams - Your AI Claude and ChatGPT ERP CRM Budgets Data warehouse What happened Semantic layer What it means Revenue Margin Customer Power BI Excel AI assistant In the ERP In the report Item movement Initial cost Revaluation Adjustment Item movement Item movement Item movement Board pack The number Report Where it’s built Definition What it means Revenue Source systems What happened ERP CRM Payroll Written fresh The assistant composes it Answer 1 Answer 2 Totals agree The rest can differ Approved report The assistant pulls it up Answer 1 Answer 2 The same, both times FAQ ### Common questions What does semantic layer mean? A semantic layer is the place where the meaning of your data is defined once, so every report, spreadsheet and assistant reading it inherits the same answer rather than deriving its own. It sits above the warehouse, which holds what happened, and records what those records mean: which date is the promise, which cost is the cost, what counts as a customer. The closest thing most businesses already own is the chart of accounts sitting over the ledger. What is the difference between a semantic layer and a data warehouse? They do different jobs and they work best together. The warehouse settles what happened: transactions reconciled from the source, kept over time even where the operational system overwrites itself. The semantic layer settles what those records mean, which date a measure runs on, which cost belongs in margin, how a hierarchy rolls up. You can have a healthy warehouse and still hold two reports that both say sales and disagree, because that disagreement sits above the data rather than in it. Is a Power BI semantic model a semantic layer? Yes, genuinely, and for plenty of businesses it's the right place for definitions to live. The question is whether it's the only one. When a second file gets built, then a third, and measures are copied between them and edited in two, you have several semantic layers that disagree, which is close to having none. What makes the difference is whether the model is generated from one governed definition of the ERP or hand-built per report. Is a semantic layer the same as a data dictionary or business glossary? No, and the difference is the whole point. A glossary is a document people are meant to consult. A semantic layer is what the reports actually run on, in the same way a chart of accounts isn't a description of how postings get classified but the structure every posting is forced through. If your definitions live somewhere a report can ignore, they will get ignored. Does a semantic layer slow reporting down? Usually the opposite, because the query runs against a model shaped for analysis rather than against operational tables. Microsoft recommends a star schema for Power BI models, and getting ERP data into that shape on every refresh is the work being automated underneath. Where a semantic layer does add cost is at build time, and it can slow things down if calculations are pushed into the layer that would be better handled during the load. Related reading ### Keep going #### Why ERP data breaks the textbook semantic layer Part two: grain, history, and what changes when software starts answering. Read #### How to make your ERP data ready for AI Why governed, well-modeled data matters more as AI makes business data easier to reach. Read ### See it on your own ERP data. A governed warehouse and semantic layer for your ERP, live in days rather than months. Request Demo Talk to us --- # When Reporting Depends on One Person: Key Person Risk | Zap URL: https://www.zapbi.com/insights/when-reporting-depends-on-one-person/ In a small team, one person knows what the numbers mean and where they live. Why a data warehouse doesn't change that, and what does. Data ## When your reporting depends on one person Getting a number right takes someone who knows what it's supposed to mean and someone who knows where it lives. In a small team that's usually one person, and often the only one. Written for CFO COO CIO Simon Ryan 2 October 2026 8 min read The short version About a minute - Two reports say different things about the same month, and nobody made a mistake. Each one is counting something slightly different, and neither of them says so. - Sorting that out takes two people's worth of knowledge. Someone who knows what the number is supposed to mean, and someone who knows how the report was built. A small team usually has one person who is both. - Nobody planned it this way. The reporting ended up with whoever was able to do it, which isn't the same as whoever should own it. - Building a warehouse doesn't necessarily change that. Everything still goes through the same person, and the better their reports get, the more people ask for. - The fix is a model that keeps up with the ERP on its own. Without that, every change means somebody going to find the reports it broke. A chairman asks for a board pack. He reads it, then sets it next to the financials, and the two don’t agree. Not by a rounding difference. By enough that he asks about it. Nobody made a mistake. The sales figure on the board pack comes from a reporting warehouse built on order lines. Some of the discounts in that business are applied to the whole order rather than to each line, so they sit on the order header. The lines never see them. The warehouse reads the lines, adds them up, and returns a number that’s higher than the one in the ledger. Each calculation is internally correct. They are measuring different things, and neither report says so. That version is a familiar one in ERP reporting, and the general version is broader: two figures built from different levels of the same data, both right, with nothing on the page to say why they differ. The interesting part isn’t that the reports disagree. It’s what has to happen next. Somebody has to work out what the number is supposed to mean, and work out how the data produced it. In a small team, that’s usually the same person. ### Why one person ends up in the middle Reliable reporting takes two kinds of knowledge, and they don’t naturally sit together. The first is knowing what a number is supposed to mean. Which date counts as the sale, whether intercompany is in or out, which discounts belong in the figure. Those are finance questions, and they get settled by agreement rather than by looking them up. The second is knowing how the data produces that number. Which tables it came from, how they join, what the load does, where a change would have to be made. Those are technical questions, and the answers live in the model rather than in the business. A large company keeps the two apart and pays for the gap between them. The IT team waits on the finance team at the end of every month to find out what a particular field actually means, and the finance team waits on IT to change it. A business of a few hundred people doesn’t have that option. What it has is one or two people who between them cover most of both, and usually one person who covers enough of each to finish the job alone. That person is good at it. That’s the reason it landed with them. Which is worth saying plainly, because it usually gets treated as somebody’s failure to plan. Reporting on ERP data sits in a narrow gap between two skills, and a business of this size rarely gets to hire for it. What it gets is somebody who can already do enough of both, so that person picks it up. The reporting ends up owned by whoever was able to build it, rather than by whoever should own it. As our CEO puts it, the warehouse is a requirement of the finance team that ends up belonging to the data team, and nobody really wanted that. It works. It works right up until that person is on leave, or busy, or gone. At one of our customers, the person in the middle had their leave cancelled twice, because the business couldn’t manage without them. ### Does building a warehouse fix it? The obvious answer is to build the thing properly. It helps, and on its own it doesn’t remove the dependency. Two businesses show why. One of them has. A dimensional data warehouse loading from several ERP databases across the group, Power BI over the top, years of history in it. It works. Maintaining it means that any change he makes he has to repeat once per database. Working out where a particular field lived, and which parts of the load he had to touch, cost him a week, because the model has several levels and the answer was in all of them. That isn’t a skill problem. He knows exactly what he’s doing. The work just doesn’t get smaller. Another has no warehouse at all. Reporting is SQL queries run against the ERP and pasted into Excel, and recently some of those became Excel files that refresh on their own, which was an improvement. She isn’t a data engineer and says so. She came in from the implementation side and is one of two people covering IT. She has a handful of reports out in the business. They’re working. That’s her problem. Adoption is starting, and she can already see what it turns into: queries running whenever users decide to refresh them, a dozen or more people on a single workbook, and a new request each time somebody wants a number that isn’t on an existing report. Each request comes to her, because writing the query means knowing which tables hold what, and she’s the only one who does. The better her reports get, the more requests they generate, and the workload grows with adoption rather than leveling off. One of them has a warehouse and one doesn’t. Technically they are a long way apart. In practice the same person is still the only route from a question to a number. Building the warehouse fixed where the data lives and how it’s structured. It didn’t fix who has to change the model when the source changes, and that’s the work that never finishes. ### What actually changes it? So the question isn’t whether to build a warehouse. It’s what has to be true of it before the person in the middle can step out. Three things. The first is that the definitions have to be written down somewhere the software reads , rather than held in one person’s memory and re-applied by hand each time. If the answer to which date counts, or which discounts belong in the sales figure, lives with a person, then that person is in the loop on every question that touches it. The second is what happens when the ERP changes. A field moves, a module gets switched on, a company is added. Either the model picks that up on its own, or somebody has to go and find every report that used it. That difference is what turns finding one field into a week. The third is that the same model has to serve every tool. If Power BI, Excel and anyone asking a question in plain language each read from the same definitions, a new request doesn’t automatically become a new build. None of this removes the need for someone who understands the business. It removes the need for that person to be present for every question. Three questions will tell you where you stand, and none of them needs a project. If your reporting owner were unavailable for a month, what would stop? How long does it take to add one new field to an existing report, from asking to seeing the number? And when a field changes in the ERP, who can tell you which reports it affects? If reporting stops when one person is away, if a new field takes days, or if nobody can answer the third question, the dependency is still sitting with the person. ### Where Zap fits This is the problem Zap has spent more than fifteen years on, and specifically the ERP side of it. The model for your ERP is pre-built rather than assembled per customer. The standard part of an ERP, which tables carry the transactions, how the ledgers relate, where the header sits against the line, is the same at every business on that system and version, so it ships already modeled. Your own configuration, custom fields and extensions sit on top of that rather than inside it, and they are read from your system rather than assumed. Those models are versioned and re-released, so a correction made for one ERP reaches everyone on it rather than being rediscovered site by site. Multiple companies or databases are one model rather than the same change repeated for each of them. Over that sits a governed semantic layer, where the definitions your business has agreed are recorded once and inherited by Power BI and Excel today, and by an AI assistant reading the same model as that capability arrives. Dimensional security travels with the definitions, so the same restriction applies whether somebody opens a dashboard or refreshes a pivot table. What that changes for the person currently holding all of this is narrow and worth being precise about. They still decide what the business measures. They stop being the only route to a number. If the two reports disagreeing is the part you recognize, why ERP data breaks the textbook semantic layer goes further into it. If it’s what happens when AI starts reading the same data, making your ERP data ready for AI covers that. Connect - - - - - - - CRM, payroll, inventory, Excel, CSV and many more Govern Data Hub Governed business model - Governed access - Semantic layer - Data warehouse One version of truth Build & ask - Zap Analytics with Zap AI - Excel - Power BI - Teams - Your AI Claude and ChatGPT ERP CRM Budgets Data warehouse What happened Semantic layer What it means Revenue Margin Customer Power BI Excel AI assistant In the ERP In the report Item movement Initial cost Revaluation Adjustment Item movement Item movement Item movement Board pack The number Report Where it’s built Definition What it means Revenue Source systems What happened ERP CRM Payroll Written fresh The assistant composes it Answer 1 Answer 2 Totals agree The rest can differ Approved report The assistant pulls it up Answer 1 Answer 2 The same, both times FAQ ### Common questions Why does the board pack disagree with the financials? One common reason is that the two are built from different levels of the same data. A discount applied to a whole order sits on the order header. A warehouse built from order lines reads the lines, so unless something pushes that header discount down onto them, the sales figure comes out higher than the ledger. Both numbers are calculated correctly. They are answering slightly different questions, and nothing on either report says so. Does building a data warehouse fix the single-person problem? Not on its own. A warehouse settles where the data lives and how it's structured. It doesn't decide who updates the model when a source system changes, and that maintenance is what keeps one person in the middle of it. A business can have a well-built dimensional warehouse and still have one person who knows every place to edit when a field moves. What breaks first when reporting is going well? Usually the request queue. Good reports get shared, more people ask for more, and every new request goes to the same person. The workload grows with adoption, so the better the reporting gets, the faster the person providing it runs out of hours. It shows up as slow turnaround before it shows up as anything else. How do I tell if my reporting has this problem? Ask what happens to reporting if one specific person leaves, and see how quickly a name comes to mind. Then ask how long it takes to add one new field to an existing report, from asking to seeing the number. If the answer to the first is immediate and the answer to the second is measured in days, your reporting depends on a person rather than a system. Related reading ### Keep going #### What is a semantic layer? The definition, and why your chart of accounts is already one. Read #### Why ERP data breaks the textbook semantic layer Grain, history, and what changes when software starts answering. Read #### How to make your ERP data ready for AI Why governed, well-modeled data matters more as AI makes business data easier to reach. Read ### See it on your own ERP data. A governed warehouse and semantic layer for your ERP, live in days rather than months. Request Demo Talk to us --- # Why ERP Data Breaks the Textbook Semantic Layer | Zap URL: https://www.zapbi.com/insights/why-erp-data-breaks-the-textbook-semantic-layer/ Two problems a semantic layer doesn't reach, grain and history, bite hardest on ERP data. What goes wrong, and what changes when software answers. Data ## Why ERP data breaks the textbook semantic layer Most writing on semantic layers assumes the modelling problem upstream is already solved. ERP data is where that assumption falls over, and where the reports go wrong without a single word being used loosely. Written for CFO COO CIO Simon Ryan 2 October 2026 9 min read The short version About a minute - Some reports are wrong without a word being used loosely. Join quantity to cost at the wrong grain and the total multiplies. No definition of a measure prevents it. - Master data describes the present. Your reports describe the past. Recategorise a dozen items and last October quietly reads differently than it did in October. - A person used to absorb all of this. They knew to be careful at cut-off. Software answers without ringing anyone first. - It won't decide for you , and there are situations where you genuinely don't need one yet. This is part two of two. Part one covers what a semantic layer is, and why your chart of accounts is already one. Somewhere in your reporting there may well be a number several times too large that nobody has noticed, because it foots, it ties to the ledger, and it looks entirely reasonable. It got that way without anyone using a word loosely. That’s the problem this piece is about. Part one made the case that a semantic layer is the place a measure gets defined once, so every report inherits the same answer rather than deriving its own, and that the closest thing most businesses already own is the chart of accounts over the ledger. That’s a good working definition. It’s also where most explanations stop, and where ERP data starts causing trouble. A chart of accounts settles ambiguous words. Two of the more expensive failure modes in ERP reporting involve no ambiguous words at all. ### Why does the report multiply? A report can carry perfectly sensible calculations, with every measure defined exactly as the business agreed, and still return a number several times too large. Not because anyone used a word loosely, but because the records underneath it exist at different levels of detail. The tables and ledgers differ by system, but the pattern is common to operational software: related transactions get stored at different levels of detail, because they were recorded for different operational reasons. Business Central is the cleanest example, so it’s the one to use here. In Microsoft Dynamics 365 Business Central the quantity of an item movement and its cost live in separate ledgers, and one quantity entry can carry several cost entries: an initial cost, an expected cost, a revaluation, a later adjustment once the true cost is known. Join the two so a report can show quantity and cost together, and each quantity repeats once per cost entry. The total multiplies, and the report looks entirely reasonable. No definition of a measure prevents that. The relationship between the two tables was modelled wrongly, and everything built on top inherits the error. That’s a grain problem. Grain is the level of detail the records sit at, and the model has to preserve it, along with the relationships between tables, so that a sensible question produces a sensible answer. It gets less attention than defining measures does, and it’s the reason a warehouse can land both tables perfectly, reconciled to the source, and still let every report built over them be wrong. Syspro reaches a related problem from the other side. The costing method is set per warehouse, so one stock code can be valued at standard cost in one warehouse and at average cost in another. Both figures are correct. A report that adds them together is summing two different kinds of number, and nothing in the result says so. Why the report multiplies. One movement, three cost entries. Joined without accounting for that, the movement comes back once per entry. The calculation isn’t wrong. The relationship is. Nobody used a word loosely. The report is simply multiplying. ### Why did last October change? The second problem is time, and it’s the one that erodes trust quietly. A chart of accounts describes the present, and so does ERP master data. Item category, customer territory, sales rep and standard cost all get overwritten in place. Recategorise twelve items in February and every historical report that joins transactions to master data restates itself, so last October’s product mix reads differently than it did in October. Retroactive cost adjustment does the same to a closed period, correctly, after you have already presented it. Both versions are legitimate questions. What did we report at the time, and what does it look like on today’s structure? Finance usually wants the first and the commercial team usually wants the second, and neither is wrong. Keeping the state as it was is warehouse work rather than model work, and it doesn’t happen simply because a warehouse exists. It has to be designed in, by capturing master data as it changes rather than overwriting it. Getting one of the two answers by accident, and not knowing which one you got, is the problem. ### What changes when software starts answering? For as long as a person sat in the middle of this, the gap was survivable. They know to be careful at cut-off, when goods that left the dock on the 31st get invoiced on the 2nd and operations and finance count them in different months. They know the operations meeting wants ship date and the board pack wants invoice date. They will ring somebody when a number looks odd. That hedging is invisible, unpaid, and largely the reason nothing has gone badly wrong yet. Point an assistant at the same data and the checkpoint isn’t there. Ask what margin was last quarter and it will answer. It has no way of knowing that four candidate costs exist, or that finance and the commercial team have been using different ones for years, so it works with what it has and presents the result with the same composure it brings to everything else. The definition was imprecise the whole time. It got expensive when something started answering without asking. This is also why the useful question isn’t whether to use an assistant. Connectivity is getting cheaper and more standardised, and the direction of travel is toward agents reaching operational data directly. What doesn’t commoditise on that path is knowing what the data means. The same assistant is considerably more useful pointed at a governed model than at raw tables, which is an argument for having the definitions in a form software can read before the software arrives rather than after. The stakes also rise as these systems move from answering to acting. A wrong answer in a report is embarrassing. A wrong answer that triggers a purchase order or a credit hold is a decision. There’s a governance point alongside this that finance readers tend to raise before IT does. If the definitions live in the model, the access rules can live there too, so the same restriction applies whether somebody opens a dashboard, refreshes an Excel pivot or asks a question in plain language. That holds for anything reading through the model. Somebody querying the warehouse directly sits outside that, which matters when you design the access. ### When you don't need one, and what it won't do Two situations where this is premature and worth naming. If you are mid-implementation on an ERP still being reconfigured week to week, you would be modelling something that won’t exist in three months. And if you are testing whether an idea has legs, an export and a couple of hours will tell you faster than any model. #### What won't it decide for you? The more important limitation is what a semantic layer doesn’t do even once you have one, because it’s the thing most likely to stall a project halfway. It does not adjudicate. Where three teams quote three fill rates, all three are usually defensible. Line fill, order fill and case fill measure genuinely different things and different people need different ones. On-time against the requested date and on-time against the confirmed date are both real measures of something. A model can hold both, label them, and make it obvious which one is on the slide. What it can’t do is decide which one the business runs on. That decision is yours, it takes a meeting, and any vendor implying the software makes it for you is setting up a disappointment. Nor does it make your numbers correct. It makes them consistent and traceable, which is narrower and more useful. A definition everybody inherits can still be the wrong definition. The difference is that it becomes one thing you can find, argue about and change, rather than five things nobody can compare. ### Where Zap fits This is the problem Zap has spent more than fifteen years on, and specifically the ERP half of it. Some of this work is genuinely the same at every company running the same system and version. Which tables carry the transactions, how the ledgers relate, where the grain sits, how the dates diverge. That part can be built in advance rather than rediscovered per customer, and it is: pre-built models for Sage 100, Sage 300, Sage X3, Sage Intacct, SAP Business One, Syspro, Microsoft Dynamics 365 Business Central and Finance and Operations, and Xero. The rest is configured, and that part is read from your system rather than shipped with it. Your fiscal calendar, your dimensions, your chart, what your own code values mean. Pre-built is a speed claim, not a we-decide-for-you claim. Each source you add extends the model, and the definitions your business argues about stay yours to set. Underneath, the warehouse is built to keep the history the ERP overwrites. Over the top, the model carries the calculations and hierarchies, and dimensional security travels with them, so the same rules apply to a dashboard, an Excel pivot and a question asked in plain language. On AI we would rather be precise than exciting. Zap AI answers from your governed model, applies the same dimensional security, and links every number back to its source report. What is available today is set out on the Zap AI pages, and we would rather point you at those than describe things here as though they had already landed. None of it writes the business decisions for you. The durable asset was never the reporting tool, and it’s not the model of the month either. It’s your definitions, your calendar, your entity structure and your history, recorded once, in a form the next tool and the next assistant can both read. Those will change. Your understanding of your own business shouldn’t have to be rebuilt each time they do. Connect - - - - - - - CRM, payroll, inventory, Excel, CSV and many more Govern Data Hub Governed business model - Governed access - Semantic layer - Data warehouse One version of truth Build & ask - Zap Analytics with Zap AI - Excel - Power BI - Teams - Your AI Claude and ChatGPT ERP CRM Budgets Data warehouse What happened Semantic layer What it means Revenue Margin Customer Power BI Excel AI assistant In the ERP In the report Item movement Initial cost Revaluation Adjustment Item movement Item movement Item movement Board pack The number Report Where it’s built Definition What it means Revenue Source systems What happened ERP CRM Payroll Written fresh The assistant composes it Answer 1 Answer 2 Totals agree The rest can differ Approved report The assistant pulls it up Answer 1 Answer 2 The same, both times FAQ ### Common questions Do I need a semantic layer if I only have one ERP? Often yes, and the single-system case is less reassuring than it sounds. One ERP still holds several defensible dates on a sales order, several candidate costs behind margin, and more than one way to read what is available to sell. The ambiguity comes from the richness of the source rather than from the number of sources. A second system adds the problem of reconciling two entity models on top, which raises the value of a shared layer rather than creating the need for one. Who maintains the definitions? The business does, and that's the point rather than a caveat. A vendor can pre-build the structural part, how the ERP is organised, how the ledgers relate to one another, where the grain sits, because that's the same at every company running the same system and version. Deciding whether on-time is measured against the requested date or the confirmed one is a business decision and it usually takes a meeting. What changes is that the decision gets recorded once instead of being remade every time somebody asks. Does a semantic layer make AI answers correct? It makes them consistent and traceable, which is a smaller claim and a more useful one. An assistant reading a governed model applies the definition of margin your business agreed rather than deriving one on the spot, and a good implementation links the answer back to the report it came from so somebody can check it. It doesn't make the underlying definition right, and it doesn't remove the need for a person to judge whether an answer looks sensible. Why does joining quantity and cost give the wrong total? Because they usually sit at different grains. In Microsoft Dynamics 365 Business Central an item movement has one quantity entry but can carry several cost entries: an initial cost, an expected cost, a revaluation, an adjustment once the true cost is known. Join them naively and the quantity repeats once per cost entry, so the total comes out several times too high. Nothing about the definition of the measure is wrong. The relationship between the tables is. Why does an old report change when nobody edited it? Usually because it joins transactions to master data, and master data describes the present. Item category, customer territory, sales rep and standard cost are all fields that get overwritten. Recategorise a dozen items and every historical report that reads those categories restates itself, so last October's product mix quietly reads differently than it did in October. Keeping the state as it was has to be designed in, by capturing master data as it changes rather than overwriting it. What are the requirements for a semantic layer? Five things, and the first three are the ones textbook explanations tend to skip. Definitions the business has agreed and somebody owns, recorded once. A model that keeps the grain of the underlying records, so quantity and cost held at different levels of detail don't multiply when they're joined. History captured as master data changes rather than overwritten, so last October still reads the way it did in October. One place every tool reads from, so Power BI, Excel and an assistant inherit the same answer. And access rules that live in the model, so the same restriction applies however the question is asked. Related reading ### Keep going #### What is a semantic layer? Part one: the definition, and why your chart of accounts is already one. Read #### How to make your ERP data ready for AI Why governed, well-modeled data matters more as AI makes business data easier to reach. Read ### See it on your own ERP data. A governed warehouse and semantic layer for your ERP, live in days rather than months. Request Demo Talk to us --- # Dynamics 365 Business Central → Power BI Integration | Trusted Data | Zap URL: https://www.zapbi.com/power-bi-integrations/dynamics-365-bc/ Zap gives Dynamics 365 Business Central a governed Power BI star schema: duplicates blocked, refreshes 5x faster, one trusted model for Power BI and Excel. Deploy in days, refresh in minutes. Platform · Power BI · Dynamics 365 Business Central ## D365 BC Power BI integration Deploy in days, refresh in minutes Zap transforms Dynamics 365 Business Central data into an enterprise reporting and analytics platform with Power BI and an Excel add-in. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insights and accelerates performance. Connect your Dynamics 365 Business Central data to a pre-built data model that enables both visual analytics and formatted financial reporting. Deploy in days, refresh in minutes, and work with the same trusted numbers across all your tools. Book a Demo Watch 2m Video A star schema design is optimized for analytic query workloads. For this reason, it's considered a prerequisite for enterprise Power BI semantic models. Microsoft ★ 4.3 on G2 from 46 reviews The gap ### Power BI's missing pieces #### No key enforcement Nothing in the Power BI stack validates primary keys. Duplicates enter your reports unchallenged. #### No star schema Microsoft calls it a 'prerequisite' for enterprise Power BI. Most ERP setups skip it entirely. #### No warehouse Building one takes months and data engineers you don't have. See it on your own Dynamics 365 Business Central data. Book a 20-minute demo with someone who works with Dynamics 365 Business Central every day. Book a Demo 5x faster refreshes with Zap's proprietary Delta processing. 80% less build time with pre-built star schema models. 100% of keys enforced. Power BI can't. Fabric can't. Zap does. Foundations ### Power BI foundations done right #### Trust deeper - Prevent duplicates Power BI and OneLake can't enforce primary keys. Even Fabric marks all keys 'NOT ENFORCED'. Zap's warehouse enforces them, so duplicates get caught, not published. - Single source of truth Ops dashboards in Power BI and finance statements in Excel query the same validated model. No reconciliation. - Historical integrity Built-in data retention for point-in-time analysis and audit trails that hold up under scrutiny. #### Go faster - Process faster Delta processing via XMLA add-only sync, more than 5x faster than full partition reloads. - Query faster Star schema optimization means complex financial queries return in seconds, not minutes. - Refresh more often Warehouse buffering absorbs the load so your ERP doesn't. Refresh hourly or faster, not overnight. #### Build smarter - Build safer Pre-built models cut implementation time by over 80% and reduce project risk. - Model smarter ERP-aware mappings mean fewer customizations now and less maintenance later. - Fabric ready Switch on Microsoft Fabric sync for notebooks and lakehouse analytics when you're ready, not before. See it in action ### Power BI on a model you can trust A finance dashboard running on the pre-built star schema — duplicate-proof and refreshed fast. In plain terms ### What is Power BI? Power BI is Microsoft's reporting and visualization layer. It connects to data sources and turns them into dashboards, but it won't enforce your primary keys, deduplicate your ERP transactions, or build the star schema Microsoft recommends for enterprise models. No connector or pipeline setting changes that. Zap automates what sits underneath. What we deliver ### What we deliver ##### Automated XMLA synchronization Publish semantic models to Power BI Premium, Fabric, and Azure Analysis Services automatically. No manual steps. ##### Delta-only processing Each change becomes two transactions: one reversal, one addition. Full reloads eliminated. More than 5x faster. ##### Pre-built ERP star schema Purpose-built for your ERP, optimized for Power BI. Hundreds of expert hours so you don't start from scratch. ##### Cross-source unification ERP, CRM, and operational data in one warehouse. Primary keys enforced, something Power BI and Fabric can't do. ##### Full version control Every model change tracked and reversible. Audit trails that survive regulatory scrutiny. The platform ### Explore the Zap platform ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Power BI Integration for Dynamics 365 Business Central, answered. How does Zap prevent duplicate records and ensure data integrity? Power BI and Fabric can't enforce primary keys; even Fabric marks every key 'NOT ENFORCED'. Zap lands your data in a SQL database with enforced primary keys, so duplicates from retries or bad joins are rejected at load time rather than discovered during an audit. That integrity holds across hundreds of tables and every refresh. How exactly does Zap make Power BI refreshes faster? Zap uses delta processing. Each change becomes two transactions, one reversal and one addition, synchronized to your semantic model via XMLA. Because it only adds and reverses rather than reloading whole partitions, refreshes run more than 5x faster than full reloads. What are the licensing requirements for Power BI with Zap? Zap supports Power BI Premium Per User, Azure Analysis Services and Fabric capacity. Microsoft handles Power BI licensing; Zap licenses cover the data platform only. Viewing reports needs a Power BI license, not a Zap license. We've already built Power BI reports directly on our ERP. Will we lose that work? No. Your reports re-point to Zap's governed model instead of the raw ERP. You can run both in parallel during the transition and migrate by business impact, so nothing breaks on day one. How does Zap Live (the Excel add-in) connect to the same data as Power BI? Both query the same governed semantic model. Finance teams build calculations and refresh on demand in Excel with Zap Live, while analysts work in Power BI, one source of truth across both. Why not just use PivotTables against Power BI? Try it. Slice a little, and watch the formatting break and performance crawl. Then talk to us about Zap Live. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Dynamics 365 Finance & Operations → Power BI Integration | Trusted Data | Zap URL: https://www.zapbi.com/power-bi-integrations/dynamics-365-f-and-o/ Zap gives Dynamics 365 Finance & Operations a governed Power BI star schema: duplicates blocked, refreshes 5x faster, one trusted model for Power BI and Excel. Deploy in days, refresh in minutes. Platform · Power BI · Dynamics 365 Finance & Operations ## D365 F&O Power BI integration Deploy in days, refresh in minutes Zap transforms Dynamics 365 Finance & Operations data into an enterprise reporting and analytics platform with Power BI and an Excel add-in. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insights and accelerates performance. Connect your Dynamics 365 Finance & Operations data to a pre-built data model that enables both visual analytics and formatted financial reporting. Deploy in days, refresh in minutes, and work with the same trusted numbers across all your tools. Book a Demo Watch 2m Video A star schema design is optimized for analytic query workloads. For this reason, it's considered a prerequisite for enterprise Power BI semantic models. Microsoft ★ 4.3 on G2 from 46 reviews The gap ### Power BI's missing pieces #### No key enforcement Nothing in the Power BI stack validates primary keys. Duplicates enter your reports unchallenged. #### No star schema Microsoft calls it a 'prerequisite' for enterprise Power BI. Most ERP setups skip it entirely. #### No warehouse Building one takes months and data engineers you don't have. See it on your own Dynamics 365 Finance & Operations data. Book a 20-minute demo with someone who works with Dynamics 365 Finance & Operations every day. Book a Demo 5x faster refreshes with Zap's proprietary Delta processing. 80% less build time with pre-built star schema models. 100% of keys enforced. Power BI can't. Fabric can't. Zap does. Foundations ### Power BI foundations done right #### Trust deeper - Prevent duplicates Power BI and OneLake can't enforce primary keys. Even Fabric marks all keys 'NOT ENFORCED'. Zap's warehouse enforces them, so duplicates get caught, not published. - Single source of truth Ops dashboards in Power BI and finance statements in Excel query the same validated model. No reconciliation. - Historical integrity Built-in data retention for point-in-time analysis and audit trails that hold up under scrutiny. #### Go faster - Process faster Delta processing via XMLA add-only sync, more than 5x faster than full partition reloads. - Query faster Star schema optimization means complex financial queries return in seconds, not minutes. - Refresh more often Warehouse buffering absorbs the load so your ERP doesn't. Refresh hourly or faster, not overnight. #### Build smarter - Build safer Pre-built models cut implementation time by over 80% and reduce project risk. - Model smarter ERP-aware mappings mean fewer customizations now and less maintenance later. - Fabric ready Switch on Microsoft Fabric sync for notebooks and lakehouse analytics when you're ready, not before. See it in action ### Power BI on a model you can trust A finance dashboard running on the pre-built star schema — duplicate-proof and refreshed fast. In plain terms ### What is Power BI? Power BI is Microsoft's reporting and visualization layer. It connects to data sources and turns them into dashboards, but it won't enforce your primary keys, deduplicate your ERP transactions, or build the star schema Microsoft recommends for enterprise models. No connector or pipeline setting changes that. Zap automates what sits underneath. What we deliver ### What we deliver ##### Automated XMLA synchronization Publish semantic models to Power BI Premium, Fabric, and Azure Analysis Services automatically. No manual steps. ##### Delta-only processing Each change becomes two transactions: one reversal, one addition. Full reloads eliminated. More than 5x faster. ##### Pre-built ERP star schema Purpose-built for your ERP, optimized for Power BI. Hundreds of expert hours so you don't start from scratch. ##### Cross-source unification ERP, CRM, and operational data in one warehouse. Primary keys enforced, something Power BI and Fabric can't do. ##### Full version control Every model change tracked and reversible. Audit trails that survive regulatory scrutiny. The platform ### Explore the Zap platform ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Power BI Integration for Dynamics 365 Finance & Operations, answered. How does Zap prevent duplicate records and ensure data integrity? Power BI and Fabric can't enforce primary keys; even Fabric marks every key 'NOT ENFORCED'. Zap lands your data in a SQL database with enforced primary keys, so duplicates from retries or bad joins are rejected at load time rather than discovered during an audit. That integrity holds across hundreds of tables and every refresh. How exactly does Zap make Power BI refreshes faster? Zap uses delta processing. Each change becomes two transactions, one reversal and one addition, synchronized to your semantic model via XMLA. Because it only adds and reverses rather than reloading whole partitions, refreshes run more than 5x faster than full reloads. What are the licensing requirements for Power BI with Zap? Zap supports Power BI Premium Per User, Azure Analysis Services and Fabric capacity. Microsoft handles Power BI licensing; Zap licenses cover the data platform only. Viewing reports needs a Power BI license, not a Zap license. We've already built Power BI reports directly on our ERP. Will we lose that work? No. Your reports re-point to Zap's governed model instead of the raw ERP. You can run both in parallel during the transition and migrate by business impact, so nothing breaks on day one. How does Zap Live (the Excel add-in) connect to the same data as Power BI? Both query the same governed semantic model. Finance teams build calculations and refresh on demand in Excel with Zap Live, while analysts work in Power BI, one source of truth across both. Why not just use PivotTables against Power BI? Try it. Slice a little, and watch the formatting break and performance crawl. Then talk to us about Zap Live. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Dynamics AX → Power BI Integration | Trusted Data | Zap URL: https://www.zapbi.com/power-bi-integrations/dynamics-ax/ Zap gives Dynamics AX a governed Power BI star schema: duplicates blocked, refreshes 5x faster, one trusted model for Power BI and Excel. Deploy in days, refresh in minutes. Platform · Power BI · Dynamics AX ## Dynamics AX Power BI integration Deploy in days, refresh in minutes Zap transforms Dynamics AX data into an enterprise reporting and analytics platform with Power BI and an Excel add-in. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insights and accelerates performance. Connect your Dynamics AX data to a pre-built data model that enables both visual analytics and formatted financial reporting. Deploy in days, refresh in minutes, and work with the same trusted numbers across all your tools. Book a Demo Watch 2m Video A star schema design is optimized for analytic query workloads. For this reason, it's considered a prerequisite for enterprise Power BI semantic models. Microsoft ★ 4.3 on G2 from 46 reviews The gap ### Power BI's missing pieces #### No key enforcement Nothing in the Power BI stack validates primary keys. Duplicates enter your reports unchallenged. #### No star schema Microsoft calls it a 'prerequisite' for enterprise Power BI. Most ERP setups skip it entirely. #### No warehouse Building one takes months and data engineers you don't have. See it on your own Dynamics AX data. Book a 20-minute demo with someone who works with Dynamics AX every day. Book a Demo 5x faster refreshes with Zap's proprietary Delta processing. 80% less build time with pre-built star schema models. 100% of keys enforced. Power BI can't. Fabric can't. Zap does. Foundations ### Power BI foundations done right #### Trust deeper - Prevent duplicates Power BI and OneLake can't enforce primary keys. Even Fabric marks all keys 'NOT ENFORCED'. Zap's warehouse enforces them, so duplicates get caught, not published. - Single source of truth Ops dashboards in Power BI and finance statements in Excel query the same validated model. No reconciliation. - Historical integrity Built-in data retention for point-in-time analysis and audit trails that hold up under scrutiny. #### Go faster - Process faster Delta processing via XMLA add-only sync, more than 5x faster than full partition reloads. - Query faster Star schema optimization means complex financial queries return in seconds, not minutes. - Refresh more often Warehouse buffering absorbs the load so your ERP doesn't. Refresh hourly or faster, not overnight. #### Build smarter - Build safer Pre-built models cut implementation time by over 80% and reduce project risk. - Model smarter ERP-aware mappings mean fewer customizations now and less maintenance later. - Fabric ready Switch on Microsoft Fabric sync for notebooks and lakehouse analytics when you're ready, not before. See it in action ### Power BI on a model you can trust A finance dashboard running on the pre-built star schema — duplicate-proof and refreshed fast. In plain terms ### What is Power BI? Power BI is Microsoft's reporting and visualization layer. It connects to data sources and turns them into dashboards, but it won't enforce your primary keys, deduplicate your ERP transactions, or build the star schema Microsoft recommends for enterprise models. No connector or pipeline setting changes that. Zap automates what sits underneath. What we deliver ### What we deliver ##### Automated XMLA synchronization Publish semantic models to Power BI Premium, Fabric, and Azure Analysis Services automatically. No manual steps. ##### Delta-only processing Each change becomes two transactions: one reversal, one addition. Full reloads eliminated. More than 5x faster. ##### Pre-built ERP star schema Purpose-built for your ERP, optimized for Power BI. Hundreds of expert hours so you don't start from scratch. ##### Cross-source unification ERP, CRM, and operational data in one warehouse. Primary keys enforced, something Power BI and Fabric can't do. ##### Full version control Every model change tracked and reversible. Audit trails that survive regulatory scrutiny. The platform ### Explore the Zap platform ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Power BI Integration for Dynamics AX, answered. How does Zap prevent duplicate records and ensure data integrity? Power BI and Fabric can't enforce primary keys; even Fabric marks every key 'NOT ENFORCED'. Zap lands your data in a SQL database with enforced primary keys, so duplicates from retries or bad joins are rejected at load time rather than discovered during an audit. That integrity holds across hundreds of tables and every refresh. How exactly does Zap make Power BI refreshes faster? Zap uses delta processing. Each change becomes two transactions, one reversal and one addition, synchronized to your semantic model via XMLA. Because it only adds and reverses rather than reloading whole partitions, refreshes run more than 5x faster than full reloads. What are the licensing requirements for Power BI with Zap? Zap supports Power BI Premium Per User, Azure Analysis Services and Fabric capacity. Microsoft handles Power BI licensing; Zap licenses cover the data platform only. Viewing reports needs a Power BI license, not a Zap license. We've already built Power BI reports directly on our ERP. Will we lose that work? No. Your reports re-point to Zap's governed model instead of the raw ERP. You can run both in parallel during the transition and migrate by business impact, so nothing breaks on day one. How does Zap Live (the Excel add-in) connect to the same data as Power BI? Both query the same governed semantic model. Finance teams build calculations and refresh on demand in Excel with Zap Live, while analysts work in Power BI, one source of truth across both. Why not just use PivotTables against Power BI? Try it. Slice a little, and watch the formatting break and performance crawl. Then talk to us about Zap Live. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Dynamics NAV → Power BI Integration | Trusted Data | Zap URL: https://www.zapbi.com/power-bi-integrations/dynamics-nav/ Zap gives Dynamics NAV a governed Power BI star schema: duplicates blocked, refreshes 5x faster, one trusted model for Power BI and Excel. Deploy in days, refresh in minutes. Platform · Power BI · Dynamics NAV ## Dynamics NAV Power BI integration Deploy in days, refresh in minutes Zap transforms Dynamics NAV data into an enterprise reporting and analytics platform with Power BI and an Excel add-in. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insights and accelerates performance. Connect your Dynamics NAV data to a pre-built data model that enables both visual analytics and formatted financial reporting. Deploy in days, refresh in minutes, and work with the same trusted numbers across all your tools. Book a Demo Watch 2m Video A star schema design is optimized for analytic query workloads. For this reason, it's considered a prerequisite for enterprise Power BI semantic models. Microsoft ★ 4.3 on G2 from 46 reviews The gap ### Power BI's missing pieces #### No key enforcement Nothing in the Power BI stack validates primary keys. Duplicates enter your reports unchallenged. #### No star schema Microsoft calls it a 'prerequisite' for enterprise Power BI. Most ERP setups skip it entirely. #### No warehouse Building one takes months and data engineers you don't have. See it on your own Dynamics NAV data. Book a 20-minute demo with someone who works with Dynamics NAV every day. Book a Demo 5x faster refreshes with Zap's proprietary Delta processing. 80% less build time with pre-built star schema models. 100% of keys enforced. Power BI can't. Fabric can't. Zap does. Foundations ### Power BI foundations done right #### Trust deeper - Prevent duplicates Power BI and OneLake can't enforce primary keys. Even Fabric marks all keys 'NOT ENFORCED'. Zap's warehouse enforces them, so duplicates get caught, not published. - Single source of truth Ops dashboards in Power BI and finance statements in Excel query the same validated model. No reconciliation. - Historical integrity Built-in data retention for point-in-time analysis and audit trails that hold up under scrutiny. #### Go faster - Process faster Delta processing via XMLA add-only sync, more than 5x faster than full partition reloads. - Query faster Star schema optimization means complex financial queries return in seconds, not minutes. - Refresh more often Warehouse buffering absorbs the load so your ERP doesn't. Refresh hourly or faster, not overnight. #### Build smarter - Build safer Pre-built models cut implementation time by over 80% and reduce project risk. - Model smarter ERP-aware mappings mean fewer customizations now and less maintenance later. - Fabric ready Switch on Microsoft Fabric sync for notebooks and lakehouse analytics when you're ready, not before. See it in action ### Power BI on a model you can trust A finance dashboard running on the pre-built star schema — duplicate-proof and refreshed fast. In plain terms ### What is Power BI? Power BI is Microsoft's reporting and visualization layer. It connects to data sources and turns them into dashboards, but it won't enforce your primary keys, deduplicate your ERP transactions, or build the star schema Microsoft recommends for enterprise models. No connector or pipeline setting changes that. Zap automates what sits underneath. What we deliver ### What we deliver ##### Automated XMLA synchronization Publish semantic models to Power BI Premium, Fabric, and Azure Analysis Services automatically. No manual steps. ##### Delta-only processing Each change becomes two transactions: one reversal, one addition. Full reloads eliminated. More than 5x faster. ##### Pre-built ERP star schema Purpose-built for your ERP, optimized for Power BI. Hundreds of expert hours so you don't start from scratch. ##### Cross-source unification ERP, CRM, and operational data in one warehouse. Primary keys enforced, something Power BI and Fabric can't do. ##### Full version control Every model change tracked and reversible. Audit trails that survive regulatory scrutiny. The platform ### Explore the Zap platform ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Power BI Integration for Dynamics NAV, answered. How does Zap prevent duplicate records and ensure data integrity? Power BI and Fabric can't enforce primary keys; even Fabric marks every key 'NOT ENFORCED'. Zap lands your data in a SQL database with enforced primary keys, so duplicates from retries or bad joins are rejected at load time rather than discovered during an audit. That integrity holds across hundreds of tables and every refresh. How exactly does Zap make Power BI refreshes faster? Zap uses delta processing. Each change becomes two transactions, one reversal and one addition, synchronized to your semantic model via XMLA. Because it only adds and reverses rather than reloading whole partitions, refreshes run more than 5x faster than full reloads. What are the licensing requirements for Power BI with Zap? Zap supports Power BI Premium Per User, Azure Analysis Services and Fabric capacity. Microsoft handles Power BI licensing; Zap licenses cover the data platform only. Viewing reports needs a Power BI license, not a Zap license. We've already built Power BI reports directly on our ERP. Will we lose that work? No. Your reports re-point to Zap's governed model instead of the raw ERP. You can run both in parallel during the transition and migrate by business impact, so nothing breaks on day one. How does Zap Live (the Excel add-in) connect to the same data as Power BI? Both query the same governed semantic model. Finance teams build calculations and refresh on demand in Excel with Zap Live, while analysts work in Power BI, one source of truth across both. Why not just use PivotTables against Power BI? Try it. Slice a little, and watch the formatting break and performance crawl. Then talk to us about Zap Live. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage 100 → Power BI Integration | Trusted Data | Zap URL: https://www.zapbi.com/power-bi-integrations/sage-100/ Zap gives Sage 100 a governed Power BI star schema: duplicates blocked, refreshes 5x faster, one trusted model for Power BI and Excel. Deploy in days, refresh in minutes. Platform · Power BI · Sage 100 ## Sage 100 Power BI integration Deploy in days, refresh in minutes Zap transforms Sage 100 data into an enterprise reporting and analytics platform with Power BI and an Excel add-in. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insights and accelerates performance. Connect your Sage 100 data to a pre-built data model that enables both visual analytics and formatted financial reporting. Deploy in days, refresh in minutes, and work with the same trusted numbers across all your tools. Book a Demo Watch 2m Video A star schema design is optimized for analytic query workloads. For this reason, it's considered a prerequisite for enterprise Power BI semantic models. Microsoft ★ 4.3 on G2 from 46 reviews The gap ### Power BI's missing pieces #### No key enforcement Nothing in the Power BI stack validates primary keys. Duplicates enter your reports unchallenged. #### No star schema Microsoft calls it a 'prerequisite' for enterprise Power BI. Most ERP setups skip it entirely. #### No warehouse Building one takes months and data engineers you don't have. See it on your own Sage 100 data. Book a 20-minute demo with someone who works with Sage 100 every day. Book a Demo 5x faster refreshes with Zap's proprietary Delta processing. 80% less build time with pre-built star schema models. 100% of keys enforced. Power BI can't. Fabric can't. Zap does. Foundations ### Power BI foundations done right #### Trust deeper - Prevent duplicates Power BI and OneLake can't enforce primary keys. Even Fabric marks all keys 'NOT ENFORCED'. Zap's warehouse enforces them, so duplicates get caught, not published. - Single source of truth Ops dashboards in Power BI and finance statements in Excel query the same validated model. No reconciliation. - Historical integrity Built-in data retention for point-in-time analysis and audit trails that hold up under scrutiny. #### Go faster - Process faster Delta processing via XMLA add-only sync, more than 5x faster than full partition reloads. - Query faster Star schema optimization means complex financial queries return in seconds, not minutes. - Refresh more often Warehouse buffering absorbs the load so your ERP doesn't. Refresh hourly or faster, not overnight. #### Build smarter - Build safer Pre-built models cut implementation time by over 80% and reduce project risk. - Model smarter ERP-aware mappings mean fewer customizations now and less maintenance later. - Fabric ready Switch on Microsoft Fabric sync for notebooks and lakehouse analytics when you're ready, not before. See it in action ### Power BI on a model you can trust A finance dashboard running on the pre-built star schema — duplicate-proof and refreshed fast. In plain terms ### What is Power BI? Power BI is Microsoft's reporting and visualization layer. It connects to data sources and turns them into dashboards, but it won't enforce your primary keys, deduplicate your ERP transactions, or build the star schema Microsoft recommends for enterprise models. No connector or pipeline setting changes that. Zap automates what sits underneath. What we deliver ### What we deliver ##### Automated XMLA synchronization Publish semantic models to Power BI Premium, Fabric, and Azure Analysis Services automatically. No manual steps. ##### Delta-only processing Each change becomes two transactions: one reversal, one addition. Full reloads eliminated. More than 5x faster. ##### Pre-built ERP star schema Purpose-built for your ERP, optimized for Power BI. Hundreds of expert hours so you don't start from scratch. ##### Cross-source unification ERP, CRM, and operational data in one warehouse. Primary keys enforced, something Power BI and Fabric can't do. ##### Full version control Every model change tracked and reversible. Audit trails that survive regulatory scrutiny. The platform ### Explore the Zap platform ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Power BI Integration for Sage 100, answered. How does Zap prevent duplicate records and ensure data integrity? Power BI and Fabric can't enforce primary keys; even Fabric marks every key 'NOT ENFORCED'. Zap lands your data in a SQL database with enforced primary keys, so duplicates from retries or bad joins are rejected at load time rather than discovered during an audit. That integrity holds across hundreds of tables and every refresh. How exactly does Zap make Power BI refreshes faster? Zap uses delta processing. Each change becomes two transactions, one reversal and one addition, synchronized to your semantic model via XMLA. Because it only adds and reverses rather than reloading whole partitions, refreshes run more than 5x faster than full reloads. What are the licensing requirements for Power BI with Zap? Zap supports Power BI Premium Per User, Azure Analysis Services and Fabric capacity. Microsoft handles Power BI licensing; Zap licenses cover the data platform only. Viewing reports needs a Power BI license, not a Zap license. We've already built Power BI reports directly on our ERP. Will we lose that work? No. Your reports re-point to Zap's governed model instead of the raw ERP. You can run both in parallel during the transition and migrate by business impact, so nothing breaks on day one. How does Zap Live (the Excel add-in) connect to the same data as Power BI? Both query the same governed semantic model. Finance teams build calculations and refresh on demand in Excel with Zap Live, while analysts work in Power BI, one source of truth across both. Why not just use PivotTables against Power BI? Try it. Slice a little, and watch the formatting break and performance crawl. Then talk to us about Zap Live. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage 300 → Power BI Integration | Trusted Data | Zap URL: https://www.zapbi.com/power-bi-integrations/sage-300/ Zap gives Sage 300 a governed Power BI star schema: duplicates blocked, refreshes 5x faster, one trusted model for Power BI and Excel. Deploy in days, refresh in minutes. Platform · Power BI · Sage 300 ## Sage 300 Power BI integration Deploy in days, refresh in minutes Zap transforms Sage 300 data into an enterprise reporting and analytics platform with Power BI and an Excel add-in. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insights and accelerates performance. Connect your Sage 300 data to a pre-built data model that enables both visual analytics and formatted financial reporting. Deploy in days, refresh in minutes, and work with the same trusted numbers across all your tools. Book a Demo Watch 2m Video A star schema design is optimized for analytic query workloads. For this reason, it's considered a prerequisite for enterprise Power BI semantic models. Microsoft ★ 4.3 on G2 from 46 reviews The gap ### Power BI's missing pieces #### No key enforcement Nothing in the Power BI stack validates primary keys. Duplicates enter your reports unchallenged. #### No star schema Microsoft calls it a 'prerequisite' for enterprise Power BI. Most ERP setups skip it entirely. #### No warehouse Building one takes months and data engineers you don't have. See it on your own Sage 300 data. Book a 20-minute demo with someone who works with Sage 300 every day. Book a Demo 5x faster refreshes with Zap's proprietary Delta processing. 80% less build time with pre-built star schema models. 100% of keys enforced. Power BI can't. Fabric can't. Zap does. Foundations ### Power BI foundations done right #### Trust deeper - Prevent duplicates Power BI and OneLake can't enforce primary keys. Even Fabric marks all keys 'NOT ENFORCED'. Zap's warehouse enforces them, so duplicates get caught, not published. - Single source of truth Ops dashboards in Power BI and finance statements in Excel query the same validated model. No reconciliation. - Historical integrity Built-in data retention for point-in-time analysis and audit trails that hold up under scrutiny. #### Go faster - Process faster Delta processing via XMLA add-only sync, more than 5x faster than full partition reloads. - Query faster Star schema optimization means complex financial queries return in seconds, not minutes. - Refresh more often Warehouse buffering absorbs the load so your ERP doesn't. Refresh hourly or faster, not overnight. #### Build smarter - Build safer Pre-built models cut implementation time by over 80% and reduce project risk. - Model smarter ERP-aware mappings mean fewer customizations now and less maintenance later. - Fabric ready Switch on Microsoft Fabric sync for notebooks and lakehouse analytics when you're ready, not before. See it in action ### Power BI on a model you can trust A finance dashboard running on the pre-built star schema — duplicate-proof and refreshed fast. In plain terms ### What is Power BI? Power BI is Microsoft's reporting and visualization layer. It connects to data sources and turns them into dashboards, but it won't enforce your primary keys, deduplicate your ERP transactions, or build the star schema Microsoft recommends for enterprise models. No connector or pipeline setting changes that. Zap automates what sits underneath. What we deliver ### What we deliver ##### Automated XMLA synchronization Publish semantic models to Power BI Premium, Fabric, and Azure Analysis Services automatically. No manual steps. ##### Delta-only processing Each change becomes two transactions: one reversal, one addition. Full reloads eliminated. More than 5x faster. ##### Pre-built ERP star schema Purpose-built for your ERP, optimized for Power BI. Hundreds of expert hours so you don't start from scratch. ##### Cross-source unification ERP, CRM, and operational data in one warehouse. Primary keys enforced, something Power BI and Fabric can't do. ##### Full version control Every model change tracked and reversible. Audit trails that survive regulatory scrutiny. The platform ### Explore the Zap platform ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Power BI Integration for Sage 300, answered. How does Zap prevent duplicate records and ensure data integrity? Power BI and Fabric can't enforce primary keys; even Fabric marks every key 'NOT ENFORCED'. Zap lands your data in a SQL database with enforced primary keys, so duplicates from retries or bad joins are rejected at load time rather than discovered during an audit. That integrity holds across hundreds of tables and every refresh. How exactly does Zap make Power BI refreshes faster? Zap uses delta processing. Each change becomes two transactions, one reversal and one addition, synchronized to your semantic model via XMLA. Because it only adds and reverses rather than reloading whole partitions, refreshes run more than 5x faster than full reloads. What are the licensing requirements for Power BI with Zap? Zap supports Power BI Premium Per User, Azure Analysis Services and Fabric capacity. Microsoft handles Power BI licensing; Zap licenses cover the data platform only. Viewing reports needs a Power BI license, not a Zap license. We've already built Power BI reports directly on our ERP. Will we lose that work? No. Your reports re-point to Zap's governed model instead of the raw ERP. You can run both in parallel during the transition and migrate by business impact, so nothing breaks on day one. How does Zap Live (the Excel add-in) connect to the same data as Power BI? Both query the same governed semantic model. Finance teams build calculations and refresh on demand in Excel with Zap Live, while analysts work in Power BI, one source of truth across both. Why not just use PivotTables against Power BI? Try it. Slice a little, and watch the formatting break and performance crawl. Then talk to us about Zap Live. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage Intacct → Power BI Integration | Trusted Data | Zap URL: https://www.zapbi.com/power-bi-integrations/sage-intacct/ Zap gives Sage Intacct a governed Power BI star schema: duplicates blocked, refreshes 5x faster, one trusted model for Power BI and Excel. Deploy in days, refresh in minutes. Platform · Power BI · Sage Intacct ## Sage Intacct Power BI integration Deploy in days, refresh in minutes Zap transforms Sage Intacct data into an enterprise reporting and analytics platform with Power BI and an Excel add-in. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insights and accelerates performance. Connect your Sage Intacct data to a pre-built data model that enables both visual analytics and formatted financial reporting. Deploy in days, refresh in minutes, and work with the same trusted numbers across all your tools. Book a Demo Watch 2m Video A star schema design is optimized for analytic query workloads. For this reason, it's considered a prerequisite for enterprise Power BI semantic models. Microsoft ★ 4.3 on G2 from 46 reviews The gap ### Power BI's missing pieces #### No key enforcement Nothing in the Power BI stack validates primary keys. Duplicates enter your reports unchallenged. #### No star schema Microsoft calls it a 'prerequisite' for enterprise Power BI. Most ERP setups skip it entirely. #### No warehouse Building one takes months and data engineers you don't have. See it on your own Sage Intacct data. Book a 20-minute demo with someone who works with Sage Intacct every day. Book a Demo 5x faster refreshes with Zap's proprietary Delta processing. 80% less build time with pre-built star schema models. 100% of keys enforced. Power BI can't. Fabric can't. Zap does. Foundations ### Power BI foundations done right #### Trust deeper - Prevent duplicates Power BI and OneLake can't enforce primary keys. Even Fabric marks all keys 'NOT ENFORCED'. Zap's warehouse enforces them, so duplicates get caught, not published. - Single source of truth Ops dashboards in Power BI and finance statements in Excel query the same validated model. No reconciliation. - Historical integrity Built-in data retention for point-in-time analysis and audit trails that hold up under scrutiny. #### Go faster - Process faster Delta processing via XMLA add-only sync, more than 5x faster than full partition reloads. - Query faster Star schema optimization means complex financial queries return in seconds, not minutes. - Refresh more often Warehouse buffering absorbs the load so your ERP doesn't. Refresh hourly or faster, not overnight. #### Build smarter - Build safer Pre-built models cut implementation time by over 80% and reduce project risk. - Model smarter ERP-aware mappings mean fewer customizations now and less maintenance later. - Fabric ready Switch on Microsoft Fabric sync for notebooks and lakehouse analytics when you're ready, not before. See it in action ### Power BI on a model you can trust A finance dashboard running on the pre-built star schema — duplicate-proof and refreshed fast. In plain terms ### What is Power BI? Power BI is Microsoft's reporting and visualization layer. It connects to data sources and turns them into dashboards, but it won't enforce your primary keys, deduplicate your ERP transactions, or build the star schema Microsoft recommends for enterprise models. No connector or pipeline setting changes that. Zap automates what sits underneath. What we deliver ### What we deliver ##### Automated XMLA synchronization Publish semantic models to Power BI Premium, Fabric, and Azure Analysis Services automatically. No manual steps. ##### Delta-only processing Each change becomes two transactions: one reversal, one addition. Full reloads eliminated. More than 5x faster. ##### Pre-built ERP star schema Purpose-built for your ERP, optimized for Power BI. Hundreds of expert hours so you don't start from scratch. ##### Cross-source unification ERP, CRM, and operational data in one warehouse. Primary keys enforced, something Power BI and Fabric can't do. ##### Full version control Every model change tracked and reversible. Audit trails that survive regulatory scrutiny. The platform ### Explore the Zap platform ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Power BI Integration for Sage Intacct, answered. How do I connect Sage Intacct to Power BI? Zap connects to Sage Intacct through its API and lands your data in a governed warehouse with a pre-built Intacct data model, then Power BI connects to that model rather than to Intacct directly. No manual exports and no hand-built queries: the connection deploys in days, refreshes automatically, and gives Power BI the warehouse Microsoft's own guidance recommends building first. Is there an official Sage Intacct connector for Power BI? Power BI has no native Sage Intacct connector in its Get Data list, which is why most teams end up with CSV exports or third-party drivers that read the API row by row. Zap - a certified app on the Sage Intacct Marketplace - takes the warehouse approach instead: Intacct data lands in a governed SQL warehouse via smart API management that is optimized for Intacct's API throttling and avoids daily DDS limits, and Power BI reads the pre-built model on top. Can I get real-time Sage Intacct data in Power BI? You get live, automatically refreshed data rather than stale exports. Zap's proprietary incremental refresh moves only what changed, up to 5x faster than full reloads, on a schedule you control, so reports stay current through the day without anyone exporting anything. For finance reporting that is what real-time needs to mean: numbers you can trust that are minutes old, not week-old spreadsheet extracts. Does Sage Intacct connect to Power BI, Tableau or Looker for reporting? Not directly, and that is true of any BI tool: the reliable pattern is a governed data layer in the middle. Zap provides that layer for Sage Intacct and ships reporting on it out of the box in Power BI, Excel through the Zap Live add-in, and Zap Analytics, all reading one governed model, so every tool shows the same trusted numbers. What comes pre-built for Sage Intacct, and does it handle multiple entities? A pre-built Intacct data model that preserves your standard entities and custom fields, refined over 15 years of ERP data work, plus warehouse history for aging trends and as-of snapshots that Intacct alone cannot replay. Data that spans multiple entities and modules is centralized into one source of truth, and Zap charges nothing extra for multi-company data sources. How does Zap prevent duplicate records and ensure data integrity? Power BI and Fabric can't enforce primary keys; even Fabric marks every key 'NOT ENFORCED'. Zap lands your data in a SQL database with enforced primary keys, so duplicates from retries or bad joins are rejected at load time rather than discovered during an audit. That integrity holds across hundreds of tables and every refresh. How exactly does Zap make Power BI refreshes faster? Zap uses delta processing. Each change becomes two transactions, one reversal and one addition, synchronized to your semantic model via XMLA. Because it only adds and reverses rather than reloading whole partitions, refreshes run more than 5x faster than full reloads. What are the licensing requirements for Power BI with Zap? Zap supports Power BI Premium Per User, Azure Analysis Services and Fabric capacity. Microsoft handles Power BI licensing; Zap licenses cover the data platform only. Viewing reports needs a Power BI license, not a Zap license. We've already built Power BI reports directly on our ERP. Will we lose that work? No. Your reports re-point to Zap's governed model instead of the raw ERP. You can run both in parallel during the transition and migrate by business impact, so nothing breaks on day one. How does Zap Live (the Excel add-in) connect to the same data as Power BI? Both query the same governed semantic model. Finance teams build calculations and refresh on demand in Excel with Zap Live, while analysts work in Power BI, one source of truth across both. Why not just use PivotTables against Power BI? Try it. Slice a little, and watch the formatting break and performance crawl. Then talk to us about Zap Live. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage X3 → Power BI Integration | Trusted Data | Zap URL: https://www.zapbi.com/power-bi-integrations/sage-x3/ Zap gives Sage X3 a governed Power BI star schema: duplicates blocked, refreshes 5x faster, one trusted model for Power BI and Excel. Deploy in days, refresh in minutes. Platform · Power BI · Sage X3 ## Sage X3 Power BI integration Deploy in days, refresh in minutes Zap transforms Sage X3 data into an enterprise reporting and analytics platform with Power BI and an Excel add-in. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insights and accelerates performance. Connect your Sage X3 data to a pre-built data model that enables both visual analytics and formatted financial reporting. Deploy in days, refresh in minutes, and work with the same trusted numbers across all your tools. Book a Demo Watch 2m Video A star schema design is optimized for analytic query workloads. For this reason, it's considered a prerequisite for enterprise Power BI semantic models. Microsoft ★ 4.3 on G2 from 46 reviews The gap ### Power BI's missing pieces #### No key enforcement Nothing in the Power BI stack validates primary keys. Duplicates enter your reports unchallenged. #### No star schema Microsoft calls it a 'prerequisite' for enterprise Power BI. Most ERP setups skip it entirely. #### No warehouse Building one takes months and data engineers you don't have. See it on your own Sage X3 data. Book a 20-minute demo with someone who works with Sage X3 every day. Book a Demo 5x faster refreshes with Zap's proprietary Delta processing. 80% less build time with pre-built star schema models. 100% of keys enforced. Power BI can't. Fabric can't. Zap does. Foundations ### Power BI foundations done right #### Trust deeper - Prevent duplicates Power BI and OneLake can't enforce primary keys. Even Fabric marks all keys 'NOT ENFORCED'. Zap's warehouse enforces them, so duplicates get caught, not published. - Single source of truth Ops dashboards in Power BI and finance statements in Excel query the same validated model. No reconciliation. - Historical integrity Built-in data retention for point-in-time analysis and audit trails that hold up under scrutiny. #### Go faster - Process faster Delta processing via XMLA add-only sync, more than 5x faster than full partition reloads. - Query faster Star schema optimization means complex financial queries return in seconds, not minutes. - Refresh more often Warehouse buffering absorbs the load so your ERP doesn't. Refresh hourly or faster, not overnight. #### Build smarter - Build safer Pre-built models cut implementation time by over 80% and reduce project risk. - Model smarter ERP-aware mappings mean fewer customizations now and less maintenance later. - Fabric ready Switch on Microsoft Fabric sync for notebooks and lakehouse analytics when you're ready, not before. See it in action ### Power BI on a model you can trust A finance dashboard running on the pre-built star schema — duplicate-proof and refreshed fast. In plain terms ### What is Power BI? Power BI is Microsoft's reporting and visualization layer. It connects to data sources and turns them into dashboards, but it won't enforce your primary keys, deduplicate your ERP transactions, or build the star schema Microsoft recommends for enterprise models. No connector or pipeline setting changes that. Zap automates what sits underneath. What we deliver ### What we deliver ##### Automated XMLA synchronization Publish semantic models to Power BI Premium, Fabric, and Azure Analysis Services automatically. No manual steps. ##### Delta-only processing Each change becomes two transactions: one reversal, one addition. Full reloads eliminated. More than 5x faster. ##### Pre-built ERP star schema Purpose-built for your ERP, optimized for Power BI. Hundreds of expert hours so you don't start from scratch. ##### Cross-source unification ERP, CRM, and operational data in one warehouse. Primary keys enforced, something Power BI and Fabric can't do. ##### Full version control Every model change tracked and reversible. Audit trails that survive regulatory scrutiny. The platform ### Explore the Zap platform ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Power BI Integration for Sage X3, answered. How does Zap prevent duplicate records and ensure data integrity? Power BI and Fabric can't enforce primary keys; even Fabric marks every key 'NOT ENFORCED'. Zap lands your data in a SQL database with enforced primary keys, so duplicates from retries or bad joins are rejected at load time rather than discovered during an audit. That integrity holds across hundreds of tables and every refresh. How exactly does Zap make Power BI refreshes faster? Zap uses delta processing. Each change becomes two transactions, one reversal and one addition, synchronized to your semantic model via XMLA. Because it only adds and reverses rather than reloading whole partitions, refreshes run more than 5x faster than full reloads. What are the licensing requirements for Power BI with Zap? Zap supports Power BI Premium Per User, Azure Analysis Services and Fabric capacity. Microsoft handles Power BI licensing; Zap licenses cover the data platform only. Viewing reports needs a Power BI license, not a Zap license. We've already built Power BI reports directly on our ERP. Will we lose that work? No. Your reports re-point to Zap's governed model instead of the raw ERP. You can run both in parallel during the transition and migrate by business impact, so nothing breaks on day one. How does Zap Live (the Excel add-in) connect to the same data as Power BI? Both query the same governed semantic model. Finance teams build calculations and refresh on demand in Excel with Zap Live, while analysts work in Power BI, one source of truth across both. Why not just use PivotTables against Power BI? Try it. Slice a little, and watch the formatting break and performance crawl. Then talk to us about Zap Live. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # SAP Business One → Power BI Integration | Trusted Data | Zap URL: https://www.zapbi.com/power-bi-integrations/sap-business-one/ Zap transforms SAP Business One data into a trusted Power BI and Excel reporting platform with automated data warehousing. Deploy in days, refresh in minutes, one set of trusted numbers across every tool. Platform · Power BI · SAP Business One ## SAP B1 Power BI integration Deploy in days, refresh in minutes Zap transforms SAP Business One data into an enterprise reporting and analytics platform with Power BI and an Excel add-in. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insights and accelerates performance. Connect your SAP B1 data to a pre-built data model that enables both visual analytics and formatted financial reporting. Deploy in days, refresh in minutes, and work with the same trusted numbers across all your tools. Book a Demo Watch 2m Video A star schema design is optimized for analytic query workloads. For this reason, it's considered a prerequisite for enterprise Power BI semantic models. Microsoft ★ 4.3 on G2 from 46 reviews The gap ### Power BI's missing pieces #### No key enforcement Nothing in the Power BI stack validates primary keys. Duplicates enter your reports unchallenged. #### No star schema Microsoft calls it a 'prerequisite' for enterprise Power BI. Most ERP setups skip it entirely. #### No warehouse Building one takes months and data engineers you don't have. See it on your own SAP Business One data. Book a 20-minute demo with someone who works with SAP Business One every day. Book a Demo 5x faster refreshes with Zap's proprietary Delta processing. 80% less build time with pre-built star schema models. 100% of keys enforced. Power BI can't. Fabric can't. Zap does. Foundations ### Power BI foundations done right #### Trust deeper - Prevent duplicates Power BI and OneLake can't enforce primary keys. Even Fabric marks all keys 'NOT ENFORCED'. Zap's warehouse enforces them, so duplicates get caught, not published. - Single source of truth Ops dashboards in Power BI and finance statements in Excel query the same validated model. No reconciliation. - Historical integrity Built-in data retention for point-in-time analysis and audit trails that hold up under scrutiny. #### Go faster - Process faster Delta processing via XMLA add-only sync, more than 5x faster than full partition reloads. - Query faster Star schema optimization means complex financial queries return in seconds, not minutes. - Refresh more often Warehouse buffering absorbs the load so your ERP doesn't. Refresh hourly or faster, not overnight. #### Build smarter - Build safer Pre-built models cut implementation time by over 80% and reduce project risk. - Model smarter ERP-aware mappings mean fewer customizations now and less maintenance later. - Fabric ready Switch on Microsoft Fabric sync for notebooks and lakehouse analytics when you're ready, not before. See it in action ### Power BI on a model you can trust A finance dashboard running on the pre-built star schema — duplicate-proof and refreshed fast. In plain terms ### What is Power BI? Power BI is Microsoft's reporting and visualization layer. It connects to data sources and turns them into dashboards, but it won't enforce your primary keys, deduplicate your ERP transactions, or build the star schema Microsoft recommends for enterprise models. No connector or pipeline setting changes that. Zap automates what sits underneath. What we deliver ### What we deliver ##### Automated XMLA synchronization Publish semantic models to Power BI Premium, Fabric, and Azure Analysis Services automatically. No manual steps. ##### Delta-only processing Each change becomes two transactions: one reversal, one addition. Full reloads eliminated. More than 5x faster. ##### Pre-built ERP star schema Purpose-built for your ERP, optimized for Power BI. Hundreds of expert hours so you don't start from scratch. ##### Cross-source unification ERP, CRM, and operational data in one warehouse. Primary keys enforced, something Power BI and Fabric can't do. ##### Full version control Every model change tracked and reversible. Audit trails that survive regulatory scrutiny. The platform ### Explore the Zap platform ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Power BI Integration for SAP Business One, answered. How does Zap prevent duplicate records and ensure data integrity? Power BI and Fabric can't enforce primary keys; even Fabric marks every key 'NOT ENFORCED'. Zap lands your data in a SQL database with enforced primary keys, so duplicates from retries or bad joins are rejected at load time rather than discovered during an audit. That integrity holds across hundreds of tables and every refresh. How exactly does Zap make Power BI refreshes faster? Zap uses delta processing. Each change becomes two transactions, one reversal and one addition, synchronized to your semantic model via XMLA. Because it only adds and reverses rather than reloading whole partitions, refreshes run more than 5x faster than full reloads. What are the licensing requirements for Power BI with Zap? Zap supports Power BI Premium Per User, Azure Analysis Services and Fabric capacity. Microsoft handles Power BI licensing; Zap licenses cover the data platform only. Viewing reports needs a Power BI license, not a Zap license. We've already built Power BI reports directly on our ERP. Will we lose that work? No. Your reports re-point to Zap's governed model instead of the raw ERP. You can run both in parallel during the transition and migrate by business impact, so nothing breaks on day one. How does Zap Live (the Excel add-in) connect to the same data as Power BI? Both query the same governed semantic model. Finance teams build calculations and refresh on demand in Excel with Zap Live, while analysts work in Power BI, one source of truth across both. Why not just use PivotTables against Power BI? Try it. Slice a little, and watch the formatting break and performance crawl. Then talk to us about Zap Live. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Syspro → Power BI Integration | Trusted Data | Zap URL: https://www.zapbi.com/power-bi-integrations/syspro/ Zap gives Syspro a governed Power BI star schema: duplicates blocked, refreshes 5x faster, one trusted model for Power BI and Excel. Deploy in days, refresh in minutes. Platform · Power BI · Syspro ## Syspro Power BI integration Deploy in days, refresh in minutes Zap transforms Syspro data into an enterprise reporting and analytics platform with Power BI and an Excel add-in. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insights and accelerates performance. Connect your Syspro data to a pre-built data model that enables both visual analytics and formatted financial reporting. Deploy in days, refresh in minutes, and work with the same trusted numbers across all your tools. Book a Demo Watch 2m Video A star schema design is optimized for analytic query workloads. For this reason, it's considered a prerequisite for enterprise Power BI semantic models. Microsoft ★ 4.3 on G2 from 46 reviews The gap ### Power BI's missing pieces #### No key enforcement Nothing in the Power BI stack validates primary keys. Duplicates enter your reports unchallenged. #### No star schema Microsoft calls it a 'prerequisite' for enterprise Power BI. Most ERP setups skip it entirely. #### No warehouse Building one takes months and data engineers you don't have. See it on your own Syspro data. Book a 20-minute demo with someone who works with Syspro every day. Book a Demo 5x faster refreshes with Zap's proprietary Delta processing. 80% less build time with pre-built star schema models. 100% of keys enforced. Power BI can't. Fabric can't. Zap does. Foundations ### Power BI foundations done right #### Trust deeper - Prevent duplicates Power BI and OneLake can't enforce primary keys. Even Fabric marks all keys 'NOT ENFORCED'. Zap's warehouse enforces them, so duplicates get caught, not published. - Single source of truth Ops dashboards in Power BI and finance statements in Excel query the same validated model. No reconciliation. - Historical integrity Built-in data retention for point-in-time analysis and audit trails that hold up under scrutiny. #### Go faster - Process faster Delta processing via XMLA add-only sync, more than 5x faster than full partition reloads. - Query faster Star schema optimization means complex financial queries return in seconds, not minutes. - Refresh more often Warehouse buffering absorbs the load so your ERP doesn't. Refresh hourly or faster, not overnight. #### Build smarter - Build safer Pre-built models cut implementation time by over 80% and reduce project risk. - Model smarter ERP-aware mappings mean fewer customizations now and less maintenance later. - Fabric ready Switch on Microsoft Fabric sync for notebooks and lakehouse analytics when you're ready, not before. See it in action ### Power BI on a model you can trust A finance dashboard running on the pre-built star schema — duplicate-proof and refreshed fast. In plain terms ### What is Power BI? Power BI is Microsoft's reporting and visualization layer. It connects to data sources and turns them into dashboards, but it won't enforce your primary keys, deduplicate your ERP transactions, or build the star schema Microsoft recommends for enterprise models. No connector or pipeline setting changes that. Zap automates what sits underneath. What we deliver ### What we deliver ##### Automated XMLA synchronization Publish semantic models to Power BI Premium, Fabric, and Azure Analysis Services automatically. No manual steps. ##### Delta-only processing Each change becomes two transactions: one reversal, one addition. Full reloads eliminated. More than 5x faster. ##### Pre-built ERP star schema Purpose-built for your ERP, optimized for Power BI. Hundreds of expert hours so you don't start from scratch. ##### Cross-source unification ERP, CRM, and operational data in one warehouse. Primary keys enforced, something Power BI and Fabric can't do. ##### Full version control Every model change tracked and reversible. Audit trails that survive regulatory scrutiny. The platform ### Explore the Zap platform ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Power BI Integration for Syspro, answered. How does Zap prevent duplicate records and ensure data integrity? Power BI and Fabric can't enforce primary keys; even Fabric marks every key 'NOT ENFORCED'. Zap lands your data in a SQL database with enforced primary keys, so duplicates from retries or bad joins are rejected at load time rather than discovered during an audit. That integrity holds across hundreds of tables and every refresh. How exactly does Zap make Power BI refreshes faster? Zap uses delta processing. Each change becomes two transactions, one reversal and one addition, synchronized to your semantic model via XMLA. Because it only adds and reverses rather than reloading whole partitions, refreshes run more than 5x faster than full reloads. What are the licensing requirements for Power BI with Zap? Zap supports Power BI Premium Per User, Azure Analysis Services and Fabric capacity. Microsoft handles Power BI licensing; Zap licenses cover the data platform only. Viewing reports needs a Power BI license, not a Zap license. We've already built Power BI reports directly on our ERP. Will we lose that work? No. Your reports re-point to Zap's governed model instead of the raw ERP. You can run both in parallel during the transition and migrate by business impact, so nothing breaks on day one. How does Zap Live (the Excel add-in) connect to the same data as Power BI? Both query the same governed semantic model. Finance teams build calculations and refresh on demand in Excel with Zap Live, while analysts work in Power BI, one source of truth across both. Why not just use PivotTables against Power BI? Try it. Slice a little, and watch the formatting break and performance crawl. Then talk to us about Zap Live. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Wiise → Power BI Integration | Trusted Data | Zap URL: https://www.zapbi.com/power-bi-integrations/wiise/ Zap gives Wiise a governed Power BI star schema: duplicates blocked, refreshes 5x faster, one trusted model for Power BI and Excel. Deploy in days, refresh in minutes. Platform · Power BI · Wiise ## Wiise Power BI integration Deploy in days, refresh in minutes Zap transforms Wiise data into an enterprise reporting and analytics platform with Power BI and an Excel add-in. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insights and accelerates performance. Connect your Wiise data to a pre-built data model that enables both visual analytics and formatted financial reporting. Deploy in days, refresh in minutes, and work with the same trusted numbers across all your tools. Book a Demo Watch 2m Video A star schema design is optimized for analytic query workloads. For this reason, it's considered a prerequisite for enterprise Power BI semantic models. Microsoft ★ 4.3 on G2 from 46 reviews The gap ### Power BI's missing pieces #### No key enforcement Nothing in the Power BI stack validates primary keys. Duplicates enter your reports unchallenged. #### No star schema Microsoft calls it a 'prerequisite' for enterprise Power BI. Most ERP setups skip it entirely. #### No warehouse Building one takes months and data engineers you don't have. See it on your own Wiise data. Book a 20-minute demo with someone who works with Wiise every day. Book a Demo 5x faster refreshes with Zap's proprietary Delta processing. 80% less build time with pre-built star schema models. 100% of keys enforced. Power BI can't. Fabric can't. Zap does. Foundations ### Power BI foundations done right #### Trust deeper - Prevent duplicates Power BI and OneLake can't enforce primary keys. Even Fabric marks all keys 'NOT ENFORCED'. Zap's warehouse enforces them, so duplicates get caught, not published. - Single source of truth Ops dashboards in Power BI and finance statements in Excel query the same validated model. No reconciliation. - Historical integrity Built-in data retention for point-in-time analysis and audit trails that hold up under scrutiny. #### Go faster - Process faster Delta processing via XMLA add-only sync, more than 5x faster than full partition reloads. - Query faster Star schema optimization means complex financial queries return in seconds, not minutes. - Refresh more often Warehouse buffering absorbs the load so your ERP doesn't. Refresh hourly or faster, not overnight. #### Build smarter - Build safer Pre-built models cut implementation time by over 80% and reduce project risk. - Model smarter ERP-aware mappings mean fewer customizations now and less maintenance later. - Fabric ready Switch on Microsoft Fabric sync for notebooks and lakehouse analytics when you're ready, not before. See it in action ### Power BI on a model you can trust A finance dashboard running on the pre-built star schema — duplicate-proof and refreshed fast. In plain terms ### What is Power BI? Power BI is Microsoft's reporting and visualization layer. It connects to data sources and turns them into dashboards, but it won't enforce your primary keys, deduplicate your ERP transactions, or build the star schema Microsoft recommends for enterprise models. No connector or pipeline setting changes that. Zap automates what sits underneath. What we deliver ### What we deliver ##### Automated XMLA synchronization Publish semantic models to Power BI Premium, Fabric, and Azure Analysis Services automatically. No manual steps. ##### Delta-only processing Each change becomes two transactions: one reversal, one addition. Full reloads eliminated. More than 5x faster. ##### Pre-built ERP star schema Purpose-built for your ERP, optimized for Power BI. Hundreds of expert hours so you don't start from scratch. ##### Cross-source unification ERP, CRM, and operational data in one warehouse. Primary keys enforced, something Power BI and Fabric can't do. ##### Full version control Every model change tracked and reversible. Audit trails that survive regulatory scrutiny. The platform ### Explore the Zap platform ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Power BI Integration for Wiise, answered. How does Zap prevent duplicate records and ensure data integrity? Power BI and Fabric can't enforce primary keys; even Fabric marks every key 'NOT ENFORCED'. Zap lands your data in a SQL database with enforced primary keys, so duplicates from retries or bad joins are rejected at load time rather than discovered during an audit. That integrity holds across hundreds of tables and every refresh. How exactly does Zap make Power BI refreshes faster? Zap uses delta processing. Each change becomes two transactions, one reversal and one addition, synchronized to your semantic model via XMLA. Because it only adds and reverses rather than reloading whole partitions, refreshes run more than 5x faster than full reloads. What are the licensing requirements for Power BI with Zap? Zap supports Power BI Premium Per User, Azure Analysis Services and Fabric capacity. Microsoft handles Power BI licensing; Zap licenses cover the data platform only. Viewing reports needs a Power BI license, not a Zap license. We've already built Power BI reports directly on our ERP. Will we lose that work? No. Your reports re-point to Zap's governed model instead of the raw ERP. You can run both in parallel during the transition and migrate by business impact, so nothing breaks on day one. How does Zap Live (the Excel add-in) connect to the same data as Power BI? Both query the same governed semantic model. Finance teams build calculations and refresh on demand in Excel with Zap Live, while analysts work in Power BI, one source of truth across both. Why not just use PivotTables against Power BI? Try it. Slice a little, and watch the formatting break and performance crawl. Then talk to us about Zap Live. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Xero → Power BI Integration | Trusted Data | Zap URL: https://www.zapbi.com/power-bi-integrations/xero/ Zap gives Xero a governed Power BI star schema: duplicates blocked, refreshes 5x faster, one trusted model for Power BI and Excel. Deploy in days, refresh in minutes. Platform · Power BI · Xero ## Xero Power BI integration Deploy in days, refresh in minutes Zap transforms Xero data into an enterprise reporting and analytics platform with Power BI and an Excel add-in. Create a trusted foundation with automated data warehousing that ensures accurate, real-time insights and accelerates performance. Connect your Xero data to a pre-built data model that enables both visual analytics and formatted financial reporting. Deploy in days, refresh in minutes, and work with the same trusted numbers across all your tools. Book a Demo Watch 2m Video A star schema design is optimized for analytic query workloads. For this reason, it's considered a prerequisite for enterprise Power BI semantic models. Microsoft ★ 4.3 on G2 from 46 reviews The gap ### Power BI's missing pieces #### No key enforcement Nothing in the Power BI stack validates primary keys. Duplicates enter your reports unchallenged. #### No star schema Microsoft calls it a 'prerequisite' for enterprise Power BI. Most ERP setups skip it entirely. #### No warehouse Building one takes months and data engineers you don't have. See it on your own Xero data. Book a 20-minute demo with someone who works with Xero every day. Book a Demo 5x faster refreshes with Zap's proprietary Delta processing. 80% less build time with pre-built star schema models. 100% of keys enforced. Power BI can't. Fabric can't. Zap does. Foundations ### Power BI foundations done right #### Trust deeper - Prevent duplicates Power BI and OneLake can't enforce primary keys. Even Fabric marks all keys 'NOT ENFORCED'. Zap's warehouse enforces them, so duplicates get caught, not published. - Single source of truth Ops dashboards in Power BI and finance statements in Excel query the same validated model. No reconciliation. - Historical integrity Built-in data retention for point-in-time analysis and audit trails that hold up under scrutiny. #### Go faster - Process faster Delta processing via XMLA add-only sync, more than 5x faster than full partition reloads. - Query faster Star schema optimization means complex financial queries return in seconds, not minutes. - Refresh more often Warehouse buffering absorbs the load so your ERP doesn't. Refresh hourly or faster, not overnight. #### Build smarter - Build safer Pre-built models cut implementation time by over 80% and reduce project risk. - Model smarter ERP-aware mappings mean fewer customizations now and less maintenance later. - Fabric ready Switch on Microsoft Fabric sync for notebooks and lakehouse analytics when you're ready, not before. See it in action ### Power BI on a model you can trust A finance dashboard running on the pre-built star schema — duplicate-proof and refreshed fast. In plain terms ### What is Power BI? Power BI is Microsoft's reporting and visualization layer. It connects to data sources and turns them into dashboards, but it won't enforce your primary keys, deduplicate your ERP transactions, or build the star schema Microsoft recommends for enterprise models. No connector or pipeline setting changes that. Zap automates what sits underneath. What we deliver ### What we deliver ##### Automated XMLA synchronization Publish semantic models to Power BI Premium, Fabric, and Azure Analysis Services automatically. No manual steps. ##### Delta-only processing Each change becomes two transactions: one reversal, one addition. Full reloads eliminated. More than 5x faster. ##### Pre-built ERP star schema Purpose-built for your ERP, optimized for Power BI. Hundreds of expert hours so you don't start from scratch. ##### Cross-source unification ERP, CRM, and operational data in one warehouse. Primary keys enforced, something Power BI and Fabric can't do. ##### Full version control Every model change tracked and reversible. Audit trails that survive regulatory scrutiny. The platform ### Explore the Zap platform ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### Excel Add-in Learn more ##### In-app Education Learn more FAQ ### Power BI Integration for Xero, answered. How does Zap prevent duplicate records and ensure data integrity? Power BI and Fabric can't enforce primary keys; even Fabric marks every key 'NOT ENFORCED'. Zap lands your data in a SQL database with enforced primary keys, so duplicates from retries or bad joins are rejected at load time rather than discovered during an audit. That integrity holds across hundreds of tables and every refresh. How exactly does Zap make Power BI refreshes faster? Zap uses delta processing. Each change becomes two transactions, one reversal and one addition, synchronized to your semantic model via XMLA. Because it only adds and reverses rather than reloading whole partitions, refreshes run more than 5x faster than full reloads. What are the licensing requirements for Power BI with Zap? Zap supports Power BI Premium Per User, Azure Analysis Services and Fabric capacity. Microsoft handles Power BI licensing; Zap licenses cover the data platform only. Viewing reports needs a Power BI license, not a Zap license. We've already built Power BI reports directly on our ERP. Will we lose that work? No. Your reports re-point to Zap's governed model instead of the raw ERP. You can run both in parallel during the transition and migrate by business impact, so nothing breaks on day one. How does Zap Live (the Excel add-in) connect to the same data as Power BI? Both query the same governed semantic model. Finance teams build calculations and refresh on demand in Excel with Zap Live, while analysts work in Power BI, one source of truth across both. Why not just use PivotTables against Power BI? Try it. Slice a little, and watch the formatting break and performance crawl. Then talk to us about Zap Live. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Request a Demo | Zap URL: https://www.zapbi.com/request-demo/ Join a 20-minute interactive demo of Zap Data Hub and see why global businesses trust Zap to automate financial close, centralize data and deliver trusted insights. Request a demo ## See Zap Data Hub in action. Join a 20-minute interactive demo to see why global businesses trust Zap to: - Automate financial close processes, saving 20+ hours a month - Centralize data for secure, easy access - Structure data to provide trusted insights No pushy sales tactics, just friendly data-banter (coffee/tea recommended). We'll ask a few questions to tailor the experience to you. ### Book your demo A 20-minute interactive session, tailored to you. --- # Support | Zap URL: https://www.zapbi.com/support/ Zap is here to help. Visit the Zap Helpdesk to log a request, or email helpdesk@zapbi.com and our team will be there to help. Support ## Here to help when you need. Log a request with the Zap Helpdesk and our team will be there to help, wherever you are. Helpdesk ### Visit the Zap Helpdesk Please login, or register and we'll be there to help. You'll be redirected from the site upon selection. Go to Helpdesk If you're having trouble with the above link, please email us at helpdesk@zapbi.com More ways to reach us ### Other ways to get help. ##### Email the Helpdesk helpdesk@zapbi.com Go ##### Watch a 2-minute demo See Zap Data Hub in action. Go ##### Contact the team Offices across four regions. Go --- # Trust Center | Zap URL: https://www.zapbi.com/trust/ Zap's security, privacy, and reliability in one place: ISO/IEC 27001:2022 certification, Azure hosting, encryption, data residency, service status, and every agreement and policy. Trust Center ## Data you can trust starts here. One page for everything procurement and security teams ask about: certification, security architecture, privacy, agreements, and service status. Certification ### ISO/IEC 27001:2022 certified Zap holds its own ISO/IEC 27001:2022 certification, covering our information security management system and operating controls. Zap Cloud runs on Microsoft Azure, whose data centers are separately SOC 2 and ISO/IEC 27001:2022 compliant. Our physical, operational, and application security controls are governed through the ISO 27001 certified ISMS, which has been independently audited and is reviewed and improved on an ongoing basis. Security architecture ### How Zap Cloud protects your data The highlights, from the same document your security team will read in full. Encryption #### Encrypted at rest and in transit Customer data, including backups, are stored on disks that encrypt data at rest with 256-bit AES. All in-transit data is protected with HTTPS, for web traffic and extracted client data alike. Data residency #### Regional data residency Each customer environment is hosted in a single Microsoft Azure region. Data and backups remain within that region, on locally redundant storage with point-in-time restore. Zap AI processing is handled separately. See our AI data security brief. Isolation #### Isolated tenancy Single-tenant plans host each customer on dedicated servers inside an isolating Network Security Group. Multi-tenant environments keep each customer's data in a separate database within its own isolated environment. Identity #### Enterprise authentication Secure authentication with Microsoft Entra ID, including multi-factor authentication and ADFS support. Bring your own Microsoft Entra ID with OpenID Connect and SAML. Testing #### Reviewed on every line, independently tested Development uses processes and tools from the Microsoft SDL, with mandatory reviews on every line of code, automated in-house testing, and periodic third-party penetration tests. Access control #### Role-based, down to the row Role-based security governs access to application resources, and role-based data security restricts access to rows and cells in the analytic reporting database. Read the full Cloud Security document Reliability ### Is Zap up right now? Current availability for Zap Data Hub is published on our status page. Security-related announcements, bug fixes and known vulnerabilities are published on the Zap HelpDesk. Check current status Documents ### Policies and agreements Everything a security questionnaire will ask for, in one place. #### Security and reliability - Cloud Security - Zap AI Data Security and Data Sovereignty (PDF) - General T&C's (includes the SLA and support schedules) #### Privacy - Privacy Policy - GDPR Policy - Cookie Notice - EU Data Protection Agreement (DPA), available by email request #### Agreements and use - End User License Agreement (EULA) - SaaS Fair Use Policy - Zap Consulting Agreement All agreements, policies, copyrights and trademarks ### Reporting a vulnerability If your team discovers a vulnerability, please email us and we can provide a secure channel to discuss the details. Vulnerability management, incident response, and corrective actions are managed under our ISO 27001 ISMS. info@zapbi.com --- # Zap Data Hub in 2 minutes | Zap URL: https://www.zapbi.com/zap-data-hub-2min-demo/ Watch Zap Data Hub in two minutes: see how scattered ERP data becomes a governed warehouse and trusted reporting in Excel, Power BI and Zap Analytics, then start a free 14-day trial. Watch · 2-minute demo ## Zap Data Hub in 2 minutes See how Zap turns scattered ERP data into a governed warehouse and trusted reporting in Excel, Power BI and Zap Analytics, in two minutes flat. Pre-built, role-based dashboards deliver instant insight through in-browser analytics. Get started ### Book your demo Want to see it on your own data? Book a 20-minute demo with someone who knows your ERP. Powering global businesses with automated ERP data warehouses for over 15 years Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → Case study → --- # Dynamics 365 Business Central Excel Add-in (Zap Live) | Trusted Data | Zap URL: https://www.zapbi.com/zap-live/dynamics-365-bc/ Zap Live turns Dynamics 365 Business Central data into a governed Excel reporting platform: sub-second pivots, version-controlled calculations and zero load on your ERP. One model for Excel, Power BI and Fabric. Platform · Zap Live · Dynamics 365 Business Central ## Zap Live for Dynamics 365 Business Central Governed Excel reporting, deployed in days Zap Live turns Dynamics 365 Business Central data into governed Excel reporting. Connect Excel to a pre-built Dynamics 365 Business Central data model, then pivot millions of rows in under a second with version-controlled calculations and unbreakable formatting. One governed model powers Excel, Power BI and Fabric, so every workbook works from the same trusted numbers. Book a Demo Watch 2m Video Spreadsheets remain the dominant tool for FP&A: 96% use them for planning and 93% for reporting on at least a weekly basis. Association for Financial Professionals, Feb 2025 ★ 4.3 on G2 from 46 reviews The gap ### Excel's missing pieces #### Calculation governance Excel isn't the enemy, a lack of calculation governance is. Every workbook redefines metrics that matter, like Net Margin. #### Data governance Every workbook pulls its own snapshot of data, turning board meetings into reconciliation sessions. #### PivotTable gaps Native PivotTables break formatting, lack time intelligence, and choke on enterprise datasets. See it on your own Dynamics 365 Business Central data. Book a 20-minute demo with someone who works with Dynamics 365 Business Central every day. Book a Demo < 1 hour from install to first governed data. < 1 sec pivots on millions, even billions, of underlying rows. 0 ERP hits all reporting load absorbed by Zap's engine. Foundations ### Excel foundations done right #### Pivot faster - Sub-second pivots Pivot millions, even billions, of underlying rows in under a second. - Zero workbook overhead The engine does the work, so your workbook stays light and fast. - Instant on existing sheets Point Zap Live at the sheets you already have and feel the speed immediately. #### Design smarter - PivotTables, upgraded Everything native PivotTables do, plus stable formatting that never breaks on refresh. - Drag-and-drop time intelligence Built-in time intelligence and date logic without writing a formula. - Multi-query flexibility Blend multiple queries in one report for the view you actually need. #### Trust deeper - Centralized calculations Version-controlled metrics so every workbook uses the same definition of Net Margin. - Unified data foundation Excel and your analytics tools work from one governed source, no snapshots. - Writeback to warehouse Push budgets and planning numbers back into the governed warehouse. See it in action ### Zap Live, inside Excel Sub-second pivots on warehouse-scale data, with version-controlled calculations, right inside Excel. In plain terms ### What is Zap Live? Zap Live is a Microsoft Store add-in that connects Excel to your automated ERP data warehouse. Install Zap Live directly from Excel, sign up for a Zap Data Hub subscription, and deploy a pre-built data warehouse in under an hour. ✓ ✓ What we deliver ### What we deliver ##### Centralized calculations Centralized, version-controlled calculations ensure all changes are auditable and reversible. ##### Unified data foundation One governed model powers Excel, Zap Analytics or Power BI, and Microsoft Fabric, with no data silos. ##### Analytics-level performance Sub-second pivots on warehouse-scale data with zero load on your ERP. ##### Drag-drop with time intelligence Familiar pivot moves plus built-in time intelligence and unbreakable formatting. ##### Runs anywhere Runs on Windows, Mac, and Web Excel with silent Office-Store auto-updates. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Zap Live Excel Add-in for Dynamics 365 Business Central, answered. Why is Zap Live better than using Excel's native PivotTable against Power BI or Analysis Services? Native PivotTables break formatting on refresh, lack calculated fields and date-range slicers, and slow to a crawl on enterprise data. Zap Live gives you stable formatting, centralized version-controlled calculations, hierarchical slicing and a purpose-built query engine, so pivots stay fast and correct. Why not just connect Excel directly to SQL? A raw SQL connection has no formatting, no governance and no shared calculations, and every refresh hammers your ERP. Zap Live works against a governed warehouse instead, so reporting load never touches the ERP and every workbook uses the same definitions. Why pair Zap Live with Zap Data Hub instead of a direct-connection ERP add-in? A direct add-in reads one ERP's tables. Zap Data Hub gives you a governed warehouse that blends multiple sources, enforces formula governance and serves Excel, Power BI and Fabric from one source of truth. How do I get Zap Live and what does it cost? Install Zap Live free from the Microsoft Office Store. Using it needs a Zap Data Hub subscription. Licensing is by user type (Designer and Consumer); see the pricing pages for detail. How fast can I go? Zap Live streams data into Excel for sub-second pivots even on billion-row warehouses. Refresh on a schedule or on demand, whenever you need the latest numbers. Is my data secure? Zap Live uses Microsoft 365 single sign-on with your existing MFA and conditional access, encrypts data in transit and at rest, and honors row-level security. Compliance documentation is in our Cloud Security Overview. Can I write back data to the warehouse? Yes. Zap Live can write budgeting and planning figures back through a governed pipeline, keeping Excel's flexibility while the warehouse stays the single source of truth. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Dynamics 365 Finance & Operations Excel Add-in (Zap Live) | Trusted Data | Zap URL: https://www.zapbi.com/zap-live/dynamics-365-f-and-o/ Zap Live turns Dynamics 365 Finance & Operations data into a governed Excel reporting platform: sub-second pivots, version-controlled calculations and zero load on your ERP. One model for Excel, Power BI and Fabric. Platform · Zap Live · Dynamics 365 Finance & Operations ## Zap Live for Dynamics 365 Finance & Operations Governed Excel reporting, deployed in days Zap Live turns Dynamics 365 Finance & Operations data into governed Excel reporting. Connect Excel to a pre-built Dynamics 365 Finance & Operations data model, then pivot millions of rows in under a second with version-controlled calculations and unbreakable formatting. One governed model powers Excel, Power BI and Fabric, so every workbook works from the same trusted numbers. Book a Demo Watch 2m Video Spreadsheets remain the dominant tool for FP&A: 96% use them for planning and 93% for reporting on at least a weekly basis. Association for Financial Professionals, Feb 2025 ★ 4.3 on G2 from 46 reviews The gap ### Excel's missing pieces #### Calculation governance Excel isn't the enemy, a lack of calculation governance is. Every workbook redefines metrics that matter, like Net Margin. #### Data governance Every workbook pulls its own snapshot of data, turning board meetings into reconciliation sessions. #### PivotTable gaps Native PivotTables break formatting, lack time intelligence, and choke on enterprise datasets. See it on your own Dynamics 365 Finance & Operations data. Book a 20-minute demo with someone who works with Dynamics 365 Finance & Operations every day. Book a Demo < 1 hour from install to first governed data. < 1 sec pivots on millions, even billions, of underlying rows. 0 ERP hits all reporting load absorbed by Zap's engine. Foundations ### Excel foundations done right #### Pivot faster - Sub-second pivots Pivot millions, even billions, of underlying rows in under a second. - Zero workbook overhead The engine does the work, so your workbook stays light and fast. - Instant on existing sheets Point Zap Live at the sheets you already have and feel the speed immediately. #### Design smarter - PivotTables, upgraded Everything native PivotTables do, plus stable formatting that never breaks on refresh. - Drag-and-drop time intelligence Built-in time intelligence and date logic without writing a formula. - Multi-query flexibility Blend multiple queries in one report for the view you actually need. #### Trust deeper - Centralized calculations Version-controlled metrics so every workbook uses the same definition of Net Margin. - Unified data foundation Excel and your analytics tools work from one governed source, no snapshots. - Writeback to warehouse Push budgets and planning numbers back into the governed warehouse. See it in action ### Zap Live, inside Excel Sub-second pivots on warehouse-scale data, with version-controlled calculations, right inside Excel. In plain terms ### What is Zap Live? Zap Live is a Microsoft Store add-in that connects Excel to your automated ERP data warehouse. Install Zap Live directly from Excel, sign up for a Zap Data Hub subscription, and deploy a pre-built data warehouse in under an hour. ✓ ✓ What we deliver ### What we deliver ##### Centralized calculations Centralized, version-controlled calculations ensure all changes are auditable and reversible. ##### Unified data foundation One governed model powers Excel, Zap Analytics or Power BI, and Microsoft Fabric, with no data silos. ##### Analytics-level performance Sub-second pivots on warehouse-scale data with zero load on your ERP. ##### Drag-drop with time intelligence Familiar pivot moves plus built-in time intelligence and unbreakable formatting. ##### Runs anywhere Runs on Windows, Mac, and Web Excel with silent Office-Store auto-updates. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Zap Live Excel Add-in for Dynamics 365 Finance & Operations, answered. Why is Zap Live better than using Excel's native PivotTable against Power BI or Analysis Services? Native PivotTables break formatting on refresh, lack calculated fields and date-range slicers, and slow to a crawl on enterprise data. Zap Live gives you stable formatting, centralized version-controlled calculations, hierarchical slicing and a purpose-built query engine, so pivots stay fast and correct. Why not just connect Excel directly to SQL? A raw SQL connection has no formatting, no governance and no shared calculations, and every refresh hammers your ERP. Zap Live works against a governed warehouse instead, so reporting load never touches the ERP and every workbook uses the same definitions. Why pair Zap Live with Zap Data Hub instead of a direct-connection ERP add-in? A direct add-in reads one ERP's tables. Zap Data Hub gives you a governed warehouse that blends multiple sources, enforces formula governance and serves Excel, Power BI and Fabric from one source of truth. How do I get Zap Live and what does it cost? Install Zap Live free from the Microsoft Office Store. Using it needs a Zap Data Hub subscription. Licensing is by user type (Designer and Consumer); see the pricing pages for detail. How fast can I go? Zap Live streams data into Excel for sub-second pivots even on billion-row warehouses. Refresh on a schedule or on demand, whenever you need the latest numbers. Is my data secure? Zap Live uses Microsoft 365 single sign-on with your existing MFA and conditional access, encrypts data in transit and at rest, and honors row-level security. Compliance documentation is in our Cloud Security Overview. Can I write back data to the warehouse? Yes. Zap Live can write budgeting and planning figures back through a governed pipeline, keeping Excel's flexibility while the warehouse stays the single source of truth. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Dynamics AX Excel Add-in (Zap Live) | Trusted Data | Zap URL: https://www.zapbi.com/zap-live/dynamics-ax/ Zap Live turns Dynamics AX data into a governed Excel reporting platform: sub-second pivots, version-controlled calculations and zero load on your ERP. One model for Excel, Power BI and Fabric. Platform · Zap Live · Dynamics AX ## Zap Live for Dynamics AX Governed Excel reporting, deployed in days Zap Live turns Dynamics AX data into governed Excel reporting. Connect Excel to a pre-built Dynamics AX data model, then pivot millions of rows in under a second with version-controlled calculations and unbreakable formatting. One governed model powers Excel, Power BI and Fabric, so every workbook works from the same trusted numbers. Book a Demo Watch 2m Video Spreadsheets remain the dominant tool for FP&A: 96% use them for planning and 93% for reporting on at least a weekly basis. Association for Financial Professionals, Feb 2025 ★ 4.3 on G2 from 46 reviews The gap ### Excel's missing pieces #### Calculation governance Excel isn't the enemy, a lack of calculation governance is. Every workbook redefines metrics that matter, like Net Margin. #### Data governance Every workbook pulls its own snapshot of data, turning board meetings into reconciliation sessions. #### PivotTable gaps Native PivotTables break formatting, lack time intelligence, and choke on enterprise datasets. See it on your own Dynamics AX data. Book a 20-minute demo with someone who works with Dynamics AX every day. Book a Demo < 1 hour from install to first governed data. < 1 sec pivots on millions, even billions, of underlying rows. 0 ERP hits all reporting load absorbed by Zap's engine. Foundations ### Excel foundations done right #### Pivot faster - Sub-second pivots Pivot millions, even billions, of underlying rows in under a second. - Zero workbook overhead The engine does the work, so your workbook stays light and fast. - Instant on existing sheets Point Zap Live at the sheets you already have and feel the speed immediately. #### Design smarter - PivotTables, upgraded Everything native PivotTables do, plus stable formatting that never breaks on refresh. - Drag-and-drop time intelligence Built-in time intelligence and date logic without writing a formula. - Multi-query flexibility Blend multiple queries in one report for the view you actually need. #### Trust deeper - Centralized calculations Version-controlled metrics so every workbook uses the same definition of Net Margin. - Unified data foundation Excel and your analytics tools work from one governed source, no snapshots. - Writeback to warehouse Push budgets and planning numbers back into the governed warehouse. See it in action ### Zap Live, inside Excel Sub-second pivots on warehouse-scale data, with version-controlled calculations, right inside Excel. In plain terms ### What is Zap Live? Zap Live is a Microsoft Store add-in that connects Excel to your automated ERP data warehouse. Install Zap Live directly from Excel, sign up for a Zap Data Hub subscription, and deploy a pre-built data warehouse in under an hour. ✓ ✓ What we deliver ### What we deliver ##### Centralized calculations Centralized, version-controlled calculations ensure all changes are auditable and reversible. ##### Unified data foundation One governed model powers Excel, Zap Analytics or Power BI, and Microsoft Fabric, with no data silos. ##### Analytics-level performance Sub-second pivots on warehouse-scale data with zero load on your ERP. ##### Drag-drop with time intelligence Familiar pivot moves plus built-in time intelligence and unbreakable formatting. ##### Runs anywhere Runs on Windows, Mac, and Web Excel with silent Office-Store auto-updates. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Zap Live Excel Add-in for Dynamics AX, answered. Why is Zap Live better than using Excel's native PivotTable against Power BI or Analysis Services? Native PivotTables break formatting on refresh, lack calculated fields and date-range slicers, and slow to a crawl on enterprise data. Zap Live gives you stable formatting, centralized version-controlled calculations, hierarchical slicing and a purpose-built query engine, so pivots stay fast and correct. Why not just connect Excel directly to SQL? A raw SQL connection has no formatting, no governance and no shared calculations, and every refresh hammers your ERP. Zap Live works against a governed warehouse instead, so reporting load never touches the ERP and every workbook uses the same definitions. Why pair Zap Live with Zap Data Hub instead of a direct-connection ERP add-in? A direct add-in reads one ERP's tables. Zap Data Hub gives you a governed warehouse that blends multiple sources, enforces formula governance and serves Excel, Power BI and Fabric from one source of truth. How do I get Zap Live and what does it cost? Install Zap Live free from the Microsoft Office Store. Using it needs a Zap Data Hub subscription. Licensing is by user type (Designer and Consumer); see the pricing pages for detail. How fast can I go? Zap Live streams data into Excel for sub-second pivots even on billion-row warehouses. Refresh on a schedule or on demand, whenever you need the latest numbers. Is my data secure? Zap Live uses Microsoft 365 single sign-on with your existing MFA and conditional access, encrypts data in transit and at rest, and honors row-level security. Compliance documentation is in our Cloud Security Overview. Can I write back data to the warehouse? Yes. Zap Live can write budgeting and planning figures back through a governed pipeline, keeping Excel's flexibility while the warehouse stays the single source of truth. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Dynamics NAV Excel Add-in (Zap Live) | Trusted Data | Zap URL: https://www.zapbi.com/zap-live/dynamics-nav/ Zap Live turns Dynamics NAV data into a governed Excel reporting platform: sub-second pivots, version-controlled calculations and zero load on your ERP. One model for Excel, Power BI and Fabric. Platform · Zap Live · Dynamics NAV ## Zap Live for Dynamics NAV Governed Excel reporting, deployed in days Zap Live turns Dynamics NAV data into governed Excel reporting. Connect Excel to a pre-built Dynamics NAV data model, then pivot millions of rows in under a second with version-controlled calculations and unbreakable formatting. One governed model powers Excel, Power BI and Fabric, so every workbook works from the same trusted numbers. Book a Demo Watch 2m Video Spreadsheets remain the dominant tool for FP&A: 96% use them for planning and 93% for reporting on at least a weekly basis. Association for Financial Professionals, Feb 2025 ★ 4.3 on G2 from 46 reviews The gap ### Excel's missing pieces #### Calculation governance Excel isn't the enemy, a lack of calculation governance is. Every workbook redefines metrics that matter, like Net Margin. #### Data governance Every workbook pulls its own snapshot of data, turning board meetings into reconciliation sessions. #### PivotTable gaps Native PivotTables break formatting, lack time intelligence, and choke on enterprise datasets. See it on your own Dynamics NAV data. Book a 20-minute demo with someone who works with Dynamics NAV every day. Book a Demo < 1 hour from install to first governed data. < 1 sec pivots on millions, even billions, of underlying rows. 0 ERP hits all reporting load absorbed by Zap's engine. Foundations ### Excel foundations done right #### Pivot faster - Sub-second pivots Pivot millions, even billions, of underlying rows in under a second. - Zero workbook overhead The engine does the work, so your workbook stays light and fast. - Instant on existing sheets Point Zap Live at the sheets you already have and feel the speed immediately. #### Design smarter - PivotTables, upgraded Everything native PivotTables do, plus stable formatting that never breaks on refresh. - Drag-and-drop time intelligence Built-in time intelligence and date logic without writing a formula. - Multi-query flexibility Blend multiple queries in one report for the view you actually need. #### Trust deeper - Centralized calculations Version-controlled metrics so every workbook uses the same definition of Net Margin. - Unified data foundation Excel and your analytics tools work from one governed source, no snapshots. - Writeback to warehouse Push budgets and planning numbers back into the governed warehouse. See it in action ### Zap Live, inside Excel Sub-second pivots on warehouse-scale data, with version-controlled calculations, right inside Excel. In plain terms ### What is Zap Live? Zap Live is a Microsoft Store add-in that connects Excel to your automated ERP data warehouse. Install Zap Live directly from Excel, sign up for a Zap Data Hub subscription, and deploy a pre-built data warehouse in under an hour. ✓ ✓ What we deliver ### What we deliver ##### Centralized calculations Centralized, version-controlled calculations ensure all changes are auditable and reversible. ##### Unified data foundation One governed model powers Excel, Zap Analytics or Power BI, and Microsoft Fabric, with no data silos. ##### Analytics-level performance Sub-second pivots on warehouse-scale data with zero load on your ERP. ##### Drag-drop with time intelligence Familiar pivot moves plus built-in time intelligence and unbreakable formatting. ##### Runs anywhere Runs on Windows, Mac, and Web Excel with silent Office-Store auto-updates. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Zap Live Excel Add-in for Dynamics NAV, answered. Why is Zap Live better than using Excel's native PivotTable against Power BI or Analysis Services? Native PivotTables break formatting on refresh, lack calculated fields and date-range slicers, and slow to a crawl on enterprise data. Zap Live gives you stable formatting, centralized version-controlled calculations, hierarchical slicing and a purpose-built query engine, so pivots stay fast and correct. Why not just connect Excel directly to SQL? A raw SQL connection has no formatting, no governance and no shared calculations, and every refresh hammers your ERP. Zap Live works against a governed warehouse instead, so reporting load never touches the ERP and every workbook uses the same definitions. Why pair Zap Live with Zap Data Hub instead of a direct-connection ERP add-in? A direct add-in reads one ERP's tables. Zap Data Hub gives you a governed warehouse that blends multiple sources, enforces formula governance and serves Excel, Power BI and Fabric from one source of truth. How do I get Zap Live and what does it cost? Install Zap Live free from the Microsoft Office Store. Using it needs a Zap Data Hub subscription. Licensing is by user type (Designer and Consumer); see the pricing pages for detail. How fast can I go? Zap Live streams data into Excel for sub-second pivots even on billion-row warehouses. Refresh on a schedule or on demand, whenever you need the latest numbers. Is my data secure? Zap Live uses Microsoft 365 single sign-on with your existing MFA and conditional access, encrypts data in transit and at rest, and honors row-level security. Compliance documentation is in our Cloud Security Overview. Can I write back data to the warehouse? Yes. Zap Live can write budgeting and planning figures back through a governed pipeline, keeping Excel's flexibility while the warehouse stays the single source of truth. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage 100 Excel Add-in (Zap Live) | Trusted Data | Zap URL: https://www.zapbi.com/zap-live/sage-100/ Zap Live turns Sage 100 data into a governed Excel reporting platform: sub-second pivots, version-controlled calculations and zero load on your ERP. One model for Excel, Power BI and Fabric. Platform · Zap Live · Sage 100 ## Zap Live for Sage 100 Governed Excel reporting, deployed in days Zap Live turns Sage 100 data into governed Excel reporting. Connect Excel to a pre-built Sage 100 data model, then pivot millions of rows in under a second with version-controlled calculations and unbreakable formatting. One governed model powers Excel, Power BI and Fabric, so every workbook works from the same trusted numbers. Book a Demo Watch 2m Video Spreadsheets remain the dominant tool for FP&A: 96% use them for planning and 93% for reporting on at least a weekly basis. Association for Financial Professionals, Feb 2025 ★ 4.3 on G2 from 46 reviews The gap ### Excel's missing pieces #### Calculation governance Excel isn't the enemy, a lack of calculation governance is. Every workbook redefines metrics that matter, like Net Margin. #### Data governance Every workbook pulls its own snapshot of data, turning board meetings into reconciliation sessions. #### PivotTable gaps Native PivotTables break formatting, lack time intelligence, and choke on enterprise datasets. See it on your own Sage 100 data. Book a 20-minute demo with someone who works with Sage 100 every day. Book a Demo < 1 hour from install to first governed data. < 1 sec pivots on millions, even billions, of underlying rows. 0 ERP hits all reporting load absorbed by Zap's engine. Foundations ### Excel foundations done right #### Pivot faster - Sub-second pivots Pivot millions, even billions, of underlying rows in under a second. - Zero workbook overhead The engine does the work, so your workbook stays light and fast. - Instant on existing sheets Point Zap Live at the sheets you already have and feel the speed immediately. #### Design smarter - PivotTables, upgraded Everything native PivotTables do, plus stable formatting that never breaks on refresh. - Drag-and-drop time intelligence Built-in time intelligence and date logic without writing a formula. - Multi-query flexibility Blend multiple queries in one report for the view you actually need. #### Trust deeper - Centralized calculations Version-controlled metrics so every workbook uses the same definition of Net Margin. - Unified data foundation Excel and your analytics tools work from one governed source, no snapshots. - Writeback to warehouse Push budgets and planning numbers back into the governed warehouse. See it in action ### Zap Live, inside Excel Sub-second pivots on warehouse-scale data, with version-controlled calculations, right inside Excel. In plain terms ### What is Zap Live? Zap Live is a Microsoft Store add-in that connects Excel to your automated ERP data warehouse. Install Zap Live directly from Excel, sign up for a Zap Data Hub subscription, and deploy a pre-built data warehouse in under an hour. ✓ ✓ What we deliver ### What we deliver ##### Centralized calculations Centralized, version-controlled calculations ensure all changes are auditable and reversible. ##### Unified data foundation One governed model powers Excel, Zap Analytics or Power BI, and Microsoft Fabric, with no data silos. ##### Analytics-level performance Sub-second pivots on warehouse-scale data with zero load on your ERP. ##### Drag-drop with time intelligence Familiar pivot moves plus built-in time intelligence and unbreakable formatting. ##### Runs anywhere Runs on Windows, Mac, and Web Excel with silent Office-Store auto-updates. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Zap Live Excel Add-in for Sage 100, answered. Why is Zap Live better than using Excel's native PivotTable against Power BI or Analysis Services? Native PivotTables break formatting on refresh, lack calculated fields and date-range slicers, and slow to a crawl on enterprise data. Zap Live gives you stable formatting, centralized version-controlled calculations, hierarchical slicing and a purpose-built query engine, so pivots stay fast and correct. Why not just connect Excel directly to SQL? A raw SQL connection has no formatting, no governance and no shared calculations, and every refresh hammers your ERP. Zap Live works against a governed warehouse instead, so reporting load never touches the ERP and every workbook uses the same definitions. Why pair Zap Live with Zap Data Hub instead of a direct-connection ERP add-in? A direct add-in reads one ERP's tables. Zap Data Hub gives you a governed warehouse that blends multiple sources, enforces formula governance and serves Excel, Power BI and Fabric from one source of truth. How do I get Zap Live and what does it cost? Install Zap Live free from the Microsoft Office Store. Using it needs a Zap Data Hub subscription. Licensing is by user type (Designer and Consumer); see the pricing pages for detail. How fast can I go? Zap Live streams data into Excel for sub-second pivots even on billion-row warehouses. Refresh on a schedule or on demand, whenever you need the latest numbers. Is my data secure? Zap Live uses Microsoft 365 single sign-on with your existing MFA and conditional access, encrypts data in transit and at rest, and honors row-level security. Compliance documentation is in our Cloud Security Overview. Can I write back data to the warehouse? Yes. Zap Live can write budgeting and planning figures back through a governed pipeline, keeping Excel's flexibility while the warehouse stays the single source of truth. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage 300 Excel Add-in (Zap Live) | Trusted Data | Zap URL: https://www.zapbi.com/zap-live/sage-300/ Zap Live turns Sage 300 data into a governed Excel reporting platform: sub-second pivots, version-controlled calculations and zero load on your ERP. One model for Excel, Power BI and Fabric. Platform · Zap Live · Sage 300 ## Zap Live for Sage 300 Governed Excel reporting, deployed in days Zap Live turns Sage 300 data into governed Excel reporting. Connect Excel to a pre-built Sage 300 data model, then pivot millions of rows in under a second with version-controlled calculations and unbreakable formatting. One governed model powers Excel, Power BI and Fabric, so every workbook works from the same trusted numbers. Book a Demo Watch 2m Video Spreadsheets remain the dominant tool for FP&A: 96% use them for planning and 93% for reporting on at least a weekly basis. Association for Financial Professionals, Feb 2025 ★ 4.3 on G2 from 46 reviews The gap ### Excel's missing pieces #### Calculation governance Excel isn't the enemy, a lack of calculation governance is. Every workbook redefines metrics that matter, like Net Margin. #### Data governance Every workbook pulls its own snapshot of data, turning board meetings into reconciliation sessions. #### PivotTable gaps Native PivotTables break formatting, lack time intelligence, and choke on enterprise datasets. See it on your own Sage 300 data. Book a 20-minute demo with someone who works with Sage 300 every day. Book a Demo < 1 hour from install to first governed data. < 1 sec pivots on millions, even billions, of underlying rows. 0 ERP hits all reporting load absorbed by Zap's engine. Foundations ### Excel foundations done right #### Pivot faster - Sub-second pivots Pivot millions, even billions, of underlying rows in under a second. - Zero workbook overhead The engine does the work, so your workbook stays light and fast. - Instant on existing sheets Point Zap Live at the sheets you already have and feel the speed immediately. #### Design smarter - PivotTables, upgraded Everything native PivotTables do, plus stable formatting that never breaks on refresh. - Drag-and-drop time intelligence Built-in time intelligence and date logic without writing a formula. - Multi-query flexibility Blend multiple queries in one report for the view you actually need. #### Trust deeper - Centralized calculations Version-controlled metrics so every workbook uses the same definition of Net Margin. - Unified data foundation Excel and your analytics tools work from one governed source, no snapshots. - Writeback to warehouse Push budgets and planning numbers back into the governed warehouse. See it in action ### Zap Live, inside Excel Sub-second pivots on warehouse-scale data, with version-controlled calculations, right inside Excel. In plain terms ### What is Zap Live? Zap Live is a Microsoft Store add-in that connects Excel to your automated ERP data warehouse. Install Zap Live directly from Excel, sign up for a Zap Data Hub subscription, and deploy a pre-built data warehouse in under an hour. ✓ ✓ What we deliver ### What we deliver ##### Centralized calculations Centralized, version-controlled calculations ensure all changes are auditable and reversible. ##### Unified data foundation One governed model powers Excel, Zap Analytics or Power BI, and Microsoft Fabric, with no data silos. ##### Analytics-level performance Sub-second pivots on warehouse-scale data with zero load on your ERP. ##### Drag-drop with time intelligence Familiar pivot moves plus built-in time intelligence and unbreakable formatting. ##### Runs anywhere Runs on Windows, Mac, and Web Excel with silent Office-Store auto-updates. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Zap Live Excel Add-in for Sage 300, answered. Why is Zap Live better than using Excel's native PivotTable against Power BI or Analysis Services? Native PivotTables break formatting on refresh, lack calculated fields and date-range slicers, and slow to a crawl on enterprise data. Zap Live gives you stable formatting, centralized version-controlled calculations, hierarchical slicing and a purpose-built query engine, so pivots stay fast and correct. Why not just connect Excel directly to SQL? A raw SQL connection has no formatting, no governance and no shared calculations, and every refresh hammers your ERP. Zap Live works against a governed warehouse instead, so reporting load never touches the ERP and every workbook uses the same definitions. Why pair Zap Live with Zap Data Hub instead of a direct-connection ERP add-in? A direct add-in reads one ERP's tables. Zap Data Hub gives you a governed warehouse that blends multiple sources, enforces formula governance and serves Excel, Power BI and Fabric from one source of truth. How do I get Zap Live and what does it cost? Install Zap Live free from the Microsoft Office Store. Using it needs a Zap Data Hub subscription. Licensing is by user type (Designer and Consumer); see the pricing pages for detail. How fast can I go? Zap Live streams data into Excel for sub-second pivots even on billion-row warehouses. Refresh on a schedule or on demand, whenever you need the latest numbers. Is my data secure? Zap Live uses Microsoft 365 single sign-on with your existing MFA and conditional access, encrypts data in transit and at rest, and honors row-level security. Compliance documentation is in our Cloud Security Overview. Can I write back data to the warehouse? Yes. Zap Live can write budgeting and planning figures back through a governed pipeline, keeping Excel's flexibility while the warehouse stays the single source of truth. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage Intacct Excel Add-in (Zap Live) | Trusted Data | Zap URL: https://www.zapbi.com/zap-live/sage-intacct/ Zap Live turns Sage Intacct data into a governed Excel reporting platform: sub-second pivots, version-controlled calculations and zero load on your ERP. One model for Excel, Power BI and Fabric. Platform · Zap Live · Sage Intacct ## Zap Live for Sage Intacct Governed Excel reporting, deployed in days Zap Live turns Sage Intacct data into governed Excel reporting. Connect Excel to a pre-built Sage Intacct data model, then pivot millions of rows in under a second with version-controlled calculations and unbreakable formatting. One governed model powers Excel, Power BI and Fabric, so every workbook works from the same trusted numbers. Book a Demo Watch 2m Video Spreadsheets remain the dominant tool for FP&A: 96% use them for planning and 93% for reporting on at least a weekly basis. Association for Financial Professionals, Feb 2025 ★ 4.3 on G2 from 46 reviews The gap ### Excel's missing pieces #### Calculation governance Excel isn't the enemy, a lack of calculation governance is. Every workbook redefines metrics that matter, like Net Margin. #### Data governance Every workbook pulls its own snapshot of data, turning board meetings into reconciliation sessions. #### PivotTable gaps Native PivotTables break formatting, lack time intelligence, and choke on enterprise datasets. See it on your own Sage Intacct data. Book a 20-minute demo with someone who works with Sage Intacct every day. Book a Demo < 1 hour from install to first governed data. < 1 sec pivots on millions, even billions, of underlying rows. 0 ERP hits all reporting load absorbed by Zap's engine. Foundations ### Excel foundations done right #### Pivot faster - Sub-second pivots Pivot millions, even billions, of underlying rows in under a second. - Zero workbook overhead The engine does the work, so your workbook stays light and fast. - Instant on existing sheets Point Zap Live at the sheets you already have and feel the speed immediately. #### Design smarter - PivotTables, upgraded Everything native PivotTables do, plus stable formatting that never breaks on refresh. - Drag-and-drop time intelligence Built-in time intelligence and date logic without writing a formula. - Multi-query flexibility Blend multiple queries in one report for the view you actually need. #### Trust deeper - Centralized calculations Version-controlled metrics so every workbook uses the same definition of Net Margin. - Unified data foundation Excel and your analytics tools work from one governed source, no snapshots. - Writeback to warehouse Push budgets and planning numbers back into the governed warehouse. See it in action ### Zap Live, inside Excel Sub-second pivots on warehouse-scale data, with version-controlled calculations, right inside Excel. In plain terms ### What is Zap Live? Zap Live is a Microsoft Store add-in that connects Excel to your automated ERP data warehouse. Install Zap Live directly from Excel, sign up for a Zap Data Hub subscription, and deploy a pre-built data warehouse in under an hour. ✓ ✓ What we deliver ### What we deliver ##### Centralized calculations Centralized, version-controlled calculations ensure all changes are auditable and reversible. ##### Unified data foundation One governed model powers Excel, Zap Analytics or Power BI, and Microsoft Fabric, with no data silos. ##### Analytics-level performance Sub-second pivots on warehouse-scale data with zero load on your ERP. ##### Drag-drop with time intelligence Familiar pivot moves plus built-in time intelligence and unbreakable formatting. ##### Runs anywhere Runs on Windows, Mac, and Web Excel with silent Office-Store auto-updates. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Zap Live Excel Add-in for Sage Intacct, answered. Why is Zap Live better than using Excel's native PivotTable against Power BI or Analysis Services? Native PivotTables break formatting on refresh, lack calculated fields and date-range slicers, and slow to a crawl on enterprise data. Zap Live gives you stable formatting, centralized version-controlled calculations, hierarchical slicing and a purpose-built query engine, so pivots stay fast and correct. Why not just connect Excel directly to SQL? A raw SQL connection has no formatting, no governance and no shared calculations, and every refresh hammers your ERP. Zap Live works against a governed warehouse instead, so reporting load never touches the ERP and every workbook uses the same definitions. Why pair Zap Live with Zap Data Hub instead of a direct-connection ERP add-in? A direct add-in reads one ERP's tables. Zap Data Hub gives you a governed warehouse that blends multiple sources, enforces formula governance and serves Excel, Power BI and Fabric from one source of truth. How do I get Zap Live and what does it cost? Install Zap Live free from the Microsoft Office Store. Using it needs a Zap Data Hub subscription. Licensing is by user type (Designer and Consumer); see the pricing pages for detail. How fast can I go? Zap Live streams data into Excel for sub-second pivots even on billion-row warehouses. Refresh on a schedule or on demand, whenever you need the latest numbers. Is my data secure? Zap Live uses Microsoft 365 single sign-on with your existing MFA and conditional access, encrypts data in transit and at rest, and honors row-level security. Compliance documentation is in our Cloud Security Overview. Can I write back data to the warehouse? Yes. Zap Live can write budgeting and planning figures back through a governed pipeline, keeping Excel's flexibility while the warehouse stays the single source of truth. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Sage X3 Excel Add-in (Zap Live) | Trusted Data | Zap URL: https://www.zapbi.com/zap-live/sage-x3/ Zap Live turns Sage X3 data into a governed Excel reporting platform: sub-second pivots, version-controlled calculations and zero load on your ERP. One model for Excel, Power BI and Fabric. Platform · Zap Live · Sage X3 ## Zap Live for Sage X3 Governed Excel reporting, deployed in days Zap Live turns Sage X3 data into governed Excel reporting. Connect Excel to a pre-built Sage X3 data model, then pivot millions of rows in under a second with version-controlled calculations and unbreakable formatting. One governed model powers Excel, Power BI and Fabric, so every workbook works from the same trusted numbers. Book a Demo Watch 2m Video Spreadsheets remain the dominant tool for FP&A: 96% use them for planning and 93% for reporting on at least a weekly basis. Association for Financial Professionals, Feb 2025 ★ 4.3 on G2 from 46 reviews The gap ### Excel's missing pieces #### Calculation governance Excel isn't the enemy, a lack of calculation governance is. Every workbook redefines metrics that matter, like Net Margin. #### Data governance Every workbook pulls its own snapshot of data, turning board meetings into reconciliation sessions. #### PivotTable gaps Native PivotTables break formatting, lack time intelligence, and choke on enterprise datasets. See it on your own Sage X3 data. Book a 20-minute demo with someone who works with Sage X3 every day. Book a Demo < 1 hour from install to first governed data. < 1 sec pivots on millions, even billions, of underlying rows. 0 ERP hits all reporting load absorbed by Zap's engine. Foundations ### Excel foundations done right #### Pivot faster - Sub-second pivots Pivot millions, even billions, of underlying rows in under a second. - Zero workbook overhead The engine does the work, so your workbook stays light and fast. - Instant on existing sheets Point Zap Live at the sheets you already have and feel the speed immediately. #### Design smarter - PivotTables, upgraded Everything native PivotTables do, plus stable formatting that never breaks on refresh. - Drag-and-drop time intelligence Built-in time intelligence and date logic without writing a formula. - Multi-query flexibility Blend multiple queries in one report for the view you actually need. #### Trust deeper - Centralized calculations Version-controlled metrics so every workbook uses the same definition of Net Margin. - Unified data foundation Excel and your analytics tools work from one governed source, no snapshots. - Writeback to warehouse Push budgets and planning numbers back into the governed warehouse. See it in action ### Zap Live, inside Excel Sub-second pivots on warehouse-scale data, with version-controlled calculations, right inside Excel. In plain terms ### What is Zap Live? Zap Live is a Microsoft Store add-in that connects Excel to your automated ERP data warehouse. Install Zap Live directly from Excel, sign up for a Zap Data Hub subscription, and deploy a pre-built data warehouse in under an hour. ✓ ✓ What we deliver ### What we deliver ##### Centralized calculations Centralized, version-controlled calculations ensure all changes are auditable and reversible. ##### Unified data foundation One governed model powers Excel, Zap Analytics or Power BI, and Microsoft Fabric, with no data silos. ##### Analytics-level performance Sub-second pivots on warehouse-scale data with zero load on your ERP. ##### Drag-drop with time intelligence Familiar pivot moves plus built-in time intelligence and unbreakable formatting. ##### Runs anywhere Runs on Windows, Mac, and Web Excel with silent Office-Store auto-updates. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Zap Live Excel Add-in for Sage X3, answered. Why is Zap Live better than using Excel's native PivotTable against Power BI or Analysis Services? Native PivotTables break formatting on refresh, lack calculated fields and date-range slicers, and slow to a crawl on enterprise data. Zap Live gives you stable formatting, centralized version-controlled calculations, hierarchical slicing and a purpose-built query engine, so pivots stay fast and correct. Why not just connect Excel directly to SQL? A raw SQL connection has no formatting, no governance and no shared calculations, and every refresh hammers your ERP. Zap Live works against a governed warehouse instead, so reporting load never touches the ERP and every workbook uses the same definitions. Why pair Zap Live with Zap Data Hub instead of a direct-connection ERP add-in? A direct add-in reads one ERP's tables. Zap Data Hub gives you a governed warehouse that blends multiple sources, enforces formula governance and serves Excel, Power BI and Fabric from one source of truth. How do I get Zap Live and what does it cost? Install Zap Live free from the Microsoft Office Store. Using it needs a Zap Data Hub subscription. Licensing is by user type (Designer and Consumer); see the pricing pages for detail. How fast can I go? Zap Live streams data into Excel for sub-second pivots even on billion-row warehouses. Refresh on a schedule or on demand, whenever you need the latest numbers. Is my data secure? Zap Live uses Microsoft 365 single sign-on with your existing MFA and conditional access, encrypts data in transit and at rest, and honors row-level security. Compliance documentation is in our Cloud Security Overview. Can I write back data to the warehouse? Yes. Zap Live can write budgeting and planning figures back through a governed pipeline, keeping Excel's flexibility while the warehouse stays the single source of truth. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # SAP Business One Excel Add-in (Zap Live) | Trusted Data | Zap URL: https://www.zapbi.com/zap-live/sap-business-one/ Zap Live turns SAP Business One data into a governed Excel reporting platform: sub-second pivots, version-controlled calculations and zero load on your ERP. One model for Excel, Power BI and Fabric. Platform · Zap Live · SAP Business One ## Zap Live for SAP Business One Governed Excel reporting, deployed in days Zap Live turns SAP Business One data into governed Excel reporting. Connect Excel to a pre-built SAP Business One data model, then pivot millions of rows in under a second with version-controlled calculations and unbreakable formatting. One governed model powers Excel, Power BI and Fabric, so every workbook works from the same trusted numbers. Book a Demo Watch 2m Video Spreadsheets remain the dominant tool for FP&A: 96% use them for planning and 93% for reporting on at least a weekly basis. Association for Financial Professionals, Feb 2025 ★ 4.3 on G2 from 46 reviews The gap ### Excel's missing pieces #### Calculation governance Excel isn't the enemy, a lack of calculation governance is. Every workbook redefines metrics that matter, like Net Margin. #### Data governance Every workbook pulls its own snapshot of data, turning board meetings into reconciliation sessions. #### PivotTable gaps Native PivotTables break formatting, lack time intelligence, and choke on enterprise datasets. See it on your own SAP Business One data. Book a 20-minute demo with someone who works with SAP Business One every day. Book a Demo < 1 hour from install to first governed data. < 1 sec pivots on millions, even billions, of underlying rows. 0 ERP hits all reporting load absorbed by Zap's engine. Foundations ### Excel foundations done right #### Pivot faster - Sub-second pivots Pivot millions, even billions, of underlying rows in under a second. - Zero workbook overhead The engine does the work, so your workbook stays light and fast. - Instant on existing sheets Point Zap Live at the sheets you already have and feel the speed immediately. #### Design smarter - PivotTables, upgraded Everything native PivotTables do, plus stable formatting that never breaks on refresh. - Drag-and-drop time intelligence Built-in time intelligence and date logic without writing a formula. - Multi-query flexibility Blend multiple queries in one report for the view you actually need. #### Trust deeper - Centralized calculations Version-controlled metrics so every workbook uses the same definition of Net Margin. - Unified data foundation Excel and your analytics tools work from one governed source, no snapshots. - Writeback to warehouse Push budgets and planning numbers back into the governed warehouse. See it in action ### Zap Live, inside Excel Sub-second pivots on warehouse-scale data, with version-controlled calculations, right inside Excel. In plain terms ### What is Zap Live? Zap Live is a Microsoft Store add-in that connects Excel to your automated ERP data warehouse. Install Zap Live directly from Excel, sign up for a Zap Data Hub subscription, and deploy a pre-built data warehouse in under an hour. ✓ ✓ What we deliver ### What we deliver ##### Centralized calculations Centralized, version-controlled calculations ensure all changes are auditable and reversible. ##### Unified data foundation One governed model powers Excel, Zap Analytics or Power BI, and Microsoft Fabric, with no data silos. ##### Analytics-level performance Sub-second pivots on warehouse-scale data with zero load on your ERP. ##### Drag-drop with time intelligence Familiar pivot moves plus built-in time intelligence and unbreakable formatting. ##### Runs anywhere Runs on Windows, Mac, and Web Excel with silent Office-Store auto-updates. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Zap Live Excel Add-in for SAP Business One, answered. Why is Zap Live better than using Excel's native PivotTable against Power BI or Analysis Services? Native PivotTables break formatting on refresh, lack calculated fields and date-range slicers, and slow to a crawl on enterprise data. Zap Live gives you stable formatting, centralized version-controlled calculations, hierarchical slicing and a purpose-built query engine, so pivots stay fast and correct. Why not just connect Excel directly to SQL? A raw SQL connection has no formatting, no governance and no shared calculations, and every refresh hammers your ERP. Zap Live works against a governed warehouse instead, so reporting load never touches the ERP and every workbook uses the same definitions. Why pair Zap Live with Zap Data Hub instead of a direct-connection ERP add-in? A direct add-in reads one ERP's tables. Zap Data Hub gives you a governed warehouse that blends multiple sources, enforces formula governance and serves Excel, Power BI and Fabric from one source of truth. How do I get Zap Live and what does it cost? Install Zap Live free from the Microsoft Office Store. Using it needs a Zap Data Hub subscription. Licensing is by user type (Designer and Consumer); see the pricing pages for detail. How fast can I go? Zap Live streams data into Excel for sub-second pivots even on billion-row warehouses. Refresh on a schedule or on demand, whenever you need the latest numbers. Is my data secure? Zap Live uses Microsoft 365 single sign-on with your existing MFA and conditional access, encrypts data in transit and at rest, and honors row-level security. Compliance documentation is in our Cloud Security Overview. Can I write back data to the warehouse? Yes. Zap Live can write budgeting and planning figures back through a governed pipeline, keeping Excel's flexibility while the warehouse stays the single source of truth. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Syspro Excel Add-in (Zap Live) | Trusted Data | Zap URL: https://www.zapbi.com/zap-live/syspro/ Zap Live turns Syspro data into a governed Excel reporting platform: sub-second pivots, version-controlled calculations and zero load on your ERP. One model for Excel, Power BI and Fabric. Platform · Zap Live · Syspro ## Zap Live for Syspro Governed Excel reporting, deployed in days Zap Live turns Syspro data into governed Excel reporting. Connect Excel to a pre-built Syspro data model, then pivot millions of rows in under a second with version-controlled calculations and unbreakable formatting. One governed model powers Excel, Power BI and Fabric, so every workbook works from the same trusted numbers. Book a Demo Watch 2m Video Spreadsheets remain the dominant tool for FP&A: 96% use them for planning and 93% for reporting on at least a weekly basis. Association for Financial Professionals, Feb 2025 ★ 4.3 on G2 from 46 reviews The gap ### Excel's missing pieces #### Calculation governance Excel isn't the enemy, a lack of calculation governance is. Every workbook redefines metrics that matter, like Net Margin. #### Data governance Every workbook pulls its own snapshot of data, turning board meetings into reconciliation sessions. #### PivotTable gaps Native PivotTables break formatting, lack time intelligence, and choke on enterprise datasets. See it on your own Syspro data. Book a 20-minute demo with someone who works with Syspro every day. Book a Demo < 1 hour from install to first governed data. < 1 sec pivots on millions, even billions, of underlying rows. 0 ERP hits all reporting load absorbed by Zap's engine. Foundations ### Excel foundations done right #### Pivot faster - Sub-second pivots Pivot millions, even billions, of underlying rows in under a second. - Zero workbook overhead The engine does the work, so your workbook stays light and fast. - Instant on existing sheets Point Zap Live at the sheets you already have and feel the speed immediately. #### Design smarter - PivotTables, upgraded Everything native PivotTables do, plus stable formatting that never breaks on refresh. - Drag-and-drop time intelligence Built-in time intelligence and date logic without writing a formula. - Multi-query flexibility Blend multiple queries in one report for the view you actually need. #### Trust deeper - Centralized calculations Version-controlled metrics so every workbook uses the same definition of Net Margin. - Unified data foundation Excel and your analytics tools work from one governed source, no snapshots. - Writeback to warehouse Push budgets and planning numbers back into the governed warehouse. See it in action ### Zap Live, inside Excel Sub-second pivots on warehouse-scale data, with version-controlled calculations, right inside Excel. In plain terms ### What is Zap Live? Zap Live is a Microsoft Store add-in that connects Excel to your automated ERP data warehouse. Install Zap Live directly from Excel, sign up for a Zap Data Hub subscription, and deploy a pre-built data warehouse in under an hour. ✓ ✓ What we deliver ### What we deliver ##### Centralized calculations Centralized, version-controlled calculations ensure all changes are auditable and reversible. ##### Unified data foundation One governed model powers Excel, Zap Analytics or Power BI, and Microsoft Fabric, with no data silos. ##### Analytics-level performance Sub-second pivots on warehouse-scale data with zero load on your ERP. ##### Drag-drop with time intelligence Familiar pivot moves plus built-in time intelligence and unbreakable formatting. ##### Runs anywhere Runs on Windows, Mac, and Web Excel with silent Office-Store auto-updates. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Zap Live Excel Add-in for Syspro, answered. Why is Zap Live better than using Excel's native PivotTable against Power BI or Analysis Services? Native PivotTables break formatting on refresh, lack calculated fields and date-range slicers, and slow to a crawl on enterprise data. Zap Live gives you stable formatting, centralized version-controlled calculations, hierarchical slicing and a purpose-built query engine, so pivots stay fast and correct. Why not just connect Excel directly to SQL? A raw SQL connection has no formatting, no governance and no shared calculations, and every refresh hammers your ERP. Zap Live works against a governed warehouse instead, so reporting load never touches the ERP and every workbook uses the same definitions. Why pair Zap Live with Zap Data Hub instead of a direct-connection ERP add-in? A direct add-in reads one ERP's tables. Zap Data Hub gives you a governed warehouse that blends multiple sources, enforces formula governance and serves Excel, Power BI and Fabric from one source of truth. How do I get Zap Live and what does it cost? Install Zap Live free from the Microsoft Office Store. Using it needs a Zap Data Hub subscription. Licensing is by user type (Designer and Consumer); see the pricing pages for detail. How fast can I go? Zap Live streams data into Excel for sub-second pivots even on billion-row warehouses. Refresh on a schedule or on demand, whenever you need the latest numbers. Is my data secure? Zap Live uses Microsoft 365 single sign-on with your existing MFA and conditional access, encrypts data in transit and at rest, and honors row-level security. Compliance documentation is in our Cloud Security Overview. Can I write back data to the warehouse? Yes. Zap Live can write budgeting and planning figures back through a governed pipeline, keeping Excel's flexibility while the warehouse stays the single source of truth. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Wiise Excel Add-in (Zap Live) | Trusted Data | Zap URL: https://www.zapbi.com/zap-live/wiise/ Zap Live turns Wiise data into a governed Excel reporting platform: sub-second pivots, version-controlled calculations and zero load on your ERP. One model for Excel, Power BI and Fabric. Platform · Zap Live · Wiise ## Zap Live for Wiise Governed Excel reporting, deployed in days Zap Live turns Wiise data into governed Excel reporting. Connect Excel to a pre-built Wiise data model, then pivot millions of rows in under a second with version-controlled calculations and unbreakable formatting. One governed model powers Excel, Power BI and Fabric, so every workbook works from the same trusted numbers. Book a Demo Watch 2m Video Spreadsheets remain the dominant tool for FP&A: 96% use them for planning and 93% for reporting on at least a weekly basis. Association for Financial Professionals, Feb 2025 ★ 4.3 on G2 from 46 reviews The gap ### Excel's missing pieces #### Calculation governance Excel isn't the enemy, a lack of calculation governance is. Every workbook redefines metrics that matter, like Net Margin. #### Data governance Every workbook pulls its own snapshot of data, turning board meetings into reconciliation sessions. #### PivotTable gaps Native PivotTables break formatting, lack time intelligence, and choke on enterprise datasets. See it on your own Wiise data. Book a 20-minute demo with someone who works with Wiise every day. Book a Demo < 1 hour from install to first governed data. < 1 sec pivots on millions, even billions, of underlying rows. 0 ERP hits all reporting load absorbed by Zap's engine. Foundations ### Excel foundations done right #### Pivot faster - Sub-second pivots Pivot millions, even billions, of underlying rows in under a second. - Zero workbook overhead The engine does the work, so your workbook stays light and fast. - Instant on existing sheets Point Zap Live at the sheets you already have and feel the speed immediately. #### Design smarter - PivotTables, upgraded Everything native PivotTables do, plus stable formatting that never breaks on refresh. - Drag-and-drop time intelligence Built-in time intelligence and date logic without writing a formula. - Multi-query flexibility Blend multiple queries in one report for the view you actually need. #### Trust deeper - Centralized calculations Version-controlled metrics so every workbook uses the same definition of Net Margin. - Unified data foundation Excel and your analytics tools work from one governed source, no snapshots. - Writeback to warehouse Push budgets and planning numbers back into the governed warehouse. See it in action ### Zap Live, inside Excel Sub-second pivots on warehouse-scale data, with version-controlled calculations, right inside Excel. In plain terms ### What is Zap Live? Zap Live is a Microsoft Store add-in that connects Excel to your automated ERP data warehouse. Install Zap Live directly from Excel, sign up for a Zap Data Hub subscription, and deploy a pre-built data warehouse in under an hour. ✓ ✓ What we deliver ### What we deliver ##### Centralized calculations Centralized, version-controlled calculations ensure all changes are auditable and reversible. ##### Unified data foundation One governed model powers Excel, Zap Analytics or Power BI, and Microsoft Fabric, with no data silos. ##### Analytics-level performance Sub-second pivots on warehouse-scale data with zero load on your ERP. ##### Drag-drop with time intelligence Familiar pivot moves plus built-in time intelligence and unbreakable formatting. ##### Runs anywhere Runs on Windows, Mac, and Web Excel with silent Office-Store auto-updates. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Zap Live Excel Add-in for Wiise, answered. Why is Zap Live better than using Excel's native PivotTable against Power BI or Analysis Services? Native PivotTables break formatting on refresh, lack calculated fields and date-range slicers, and slow to a crawl on enterprise data. Zap Live gives you stable formatting, centralized version-controlled calculations, hierarchical slicing and a purpose-built query engine, so pivots stay fast and correct. Why not just connect Excel directly to SQL? A raw SQL connection has no formatting, no governance and no shared calculations, and every refresh hammers your ERP. Zap Live works against a governed warehouse instead, so reporting load never touches the ERP and every workbook uses the same definitions. Why pair Zap Live with Zap Data Hub instead of a direct-connection ERP add-in? A direct add-in reads one ERP's tables. Zap Data Hub gives you a governed warehouse that blends multiple sources, enforces formula governance and serves Excel, Power BI and Fabric from one source of truth. How do I get Zap Live and what does it cost? Install Zap Live free from the Microsoft Office Store. Using it needs a Zap Data Hub subscription. Licensing is by user type (Designer and Consumer); see the pricing pages for detail. How fast can I go? Zap Live streams data into Excel for sub-second pivots even on billion-row warehouses. Refresh on a schedule or on demand, whenever you need the latest numbers. Is my data secure? Zap Live uses Microsoft 365 single sign-on with your existing MFA and conditional access, encrypts data in transit and at rest, and honors row-level security. Compliance documentation is in our Cloud Security Overview. Can I write back data to the warehouse? Yes. Zap Live can write budgeting and planning figures back through a governed pipeline, keeping Excel's flexibility while the warehouse stays the single source of truth. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video --- # Xero Excel Add-in (Zap Live) | Trusted Data | Zap URL: https://www.zapbi.com/zap-live/xero/ Zap Live turns Xero data into a governed Excel reporting platform: sub-second pivots, version-controlled calculations and zero load on your ERP. One model for Excel, Power BI and Fabric. Platform · Zap Live · Xero ## Zap Live for Xero Governed Excel reporting, deployed in days Zap Live turns Xero data into governed Excel reporting. Connect Excel to a pre-built Xero data model, then pivot millions of rows in under a second with version-controlled calculations and unbreakable formatting. One governed model powers Excel, Power BI and Fabric, so every workbook works from the same trusted numbers. Book a Demo Watch 2m Video Spreadsheets remain the dominant tool for FP&A: 96% use them for planning and 93% for reporting on at least a weekly basis. Association for Financial Professionals, Feb 2025 ★ 4.3 on G2 from 46 reviews The gap ### Excel's missing pieces #### Calculation governance Excel isn't the enemy, a lack of calculation governance is. Every workbook redefines metrics that matter, like Net Margin. #### Data governance Every workbook pulls its own snapshot of data, turning board meetings into reconciliation sessions. #### PivotTable gaps Native PivotTables break formatting, lack time intelligence, and choke on enterprise datasets. See it on your own Xero data. Book a 20-minute demo with someone who works with Xero every day. Book a Demo < 1 hour from install to first governed data. < 1 sec pivots on millions, even billions, of underlying rows. 0 ERP hits all reporting load absorbed by Zap's engine. Foundations ### Excel foundations done right #### Pivot faster - Sub-second pivots Pivot millions, even billions, of underlying rows in under a second. - Zero workbook overhead The engine does the work, so your workbook stays light and fast. - Instant on existing sheets Point Zap Live at the sheets you already have and feel the speed immediately. #### Design smarter - PivotTables, upgraded Everything native PivotTables do, plus stable formatting that never breaks on refresh. - Drag-and-drop time intelligence Built-in time intelligence and date logic without writing a formula. - Multi-query flexibility Blend multiple queries in one report for the view you actually need. #### Trust deeper - Centralized calculations Version-controlled metrics so every workbook uses the same definition of Net Margin. - Unified data foundation Excel and your analytics tools work from one governed source, no snapshots. - Writeback to warehouse Push budgets and planning numbers back into the governed warehouse. See it in action ### Zap Live, inside Excel Sub-second pivots on warehouse-scale data, with version-controlled calculations, right inside Excel. In plain terms ### What is Zap Live? Zap Live is a Microsoft Store add-in that connects Excel to your automated ERP data warehouse. Install Zap Live directly from Excel, sign up for a Zap Data Hub subscription, and deploy a pre-built data warehouse in under an hour. ✓ ✓ What we deliver ### What we deliver ##### Centralized calculations Centralized, version-controlled calculations ensure all changes are auditable and reversible. ##### Unified data foundation One governed model powers Excel, Zap Analytics or Power BI, and Microsoft Fabric, with no data silos. ##### Analytics-level performance Sub-second pivots on warehouse-scale data with zero load on your ERP. ##### Drag-drop with time intelligence Familiar pivot moves plus built-in time intelligence and unbreakable formatting. ##### Runs anywhere Runs on Windows, Mac, and Web Excel with silent Office-Store auto-updates. The platform ### Explore the Zap platform ##### Deep Power BI Integration Learn more ##### Fabric Support Learn more ##### Data Warehouse Automation Learn more ##### In-app Education Learn more FAQ ### Zap Live Excel Add-in for Xero, answered. Why is Zap Live better than using Excel's native PivotTable against Power BI or Analysis Services? Native PivotTables break formatting on refresh, lack calculated fields and date-range slicers, and slow to a crawl on enterprise data. Zap Live gives you stable formatting, centralized version-controlled calculations, hierarchical slicing and a purpose-built query engine, so pivots stay fast and correct. Why not just connect Excel directly to SQL? A raw SQL connection has no formatting, no governance and no shared calculations, and every refresh hammers your ERP. Zap Live works against a governed warehouse instead, so reporting load never touches the ERP and every workbook uses the same definitions. Why pair Zap Live with Zap Data Hub instead of a direct-connection ERP add-in? A direct add-in reads one ERP's tables. Zap Data Hub gives you a governed warehouse that blends multiple sources, enforces formula governance and serves Excel, Power BI and Fabric from one source of truth. How do I get Zap Live and what does it cost? Install Zap Live free from the Microsoft Office Store. Using it needs a Zap Data Hub subscription. Licensing is by user type (Designer and Consumer); see the pricing pages for detail. How fast can I go? Zap Live streams data into Excel for sub-second pivots even on billion-row warehouses. Refresh on a schedule or on demand, whenever you need the latest numbers. Is my data secure? Zap Live uses Microsoft 365 single sign-on with your existing MFA and conditional access, encrypts data in transit and at rest, and honors row-level security. Compliance documentation is in our Cloud Security Overview. Can I write back data to the warehouse? Yes. Zap Live can write budgeting and planning figures back through a governed pipeline, keeping Excel's flexibility while the warehouse stays the single source of truth. ### Ready to simplify your data? Book a demo and see what Zap can do. Get In Touch ### Talk data to us. Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation. Book a Demo Watch 2m Video