Updated · Originally published
Discover how a growing elevator services organization uses Cosmos to eliminate manual reporting, streamline financial operations across 15+ entities, and prepare for fast-paced expansion.
“With Cosmos, we don’t need to spend hours compiling native BC365 reports across multiple companies, and I can be confident errors are minimized. It’s the best ROI we’ve had on reporting tools by far.”
Joseph Baggetta, VP of FinanceATTA Elevators
Reporting Challenges
ATTA Elevators has grown rapidly through acquisitions, bringing together a mix of legacy systems, from QuickBooks and Dynamics GP to custom-built accounting tools. This made it difficult to standardize reporting, train teams consistently, or scale financial processes efficiently.
Even after moving to Microsoft Dynamics 365 Business Central, reporting remained challenging. The native tools couldn’t deliver the multi-entity, project-level insights the team needed. Creating consolidated reports still required manual exports and building spreadsheets from scratch, often 15 times over for each individual company. It slowed down finance and delayed critical insights.
“We needed a reporting tool that didn’t just handle complexity—it made it invisible,” says Joseph. “With Business Central’s limitations and our M&A model, I couldn’t waste time manually stitching together 15 trial balances or project costing summaries.”
ATTA Elevators needed speed, consistency, and a scalable approach to reporting that could grow with their business. After evaluating Jet Reports and other tools, they chose Cosmos for its true multi-entity capabilities, seamless Business Central integration, and a team that “actually understands the product inside and out.”
Existing Problems
- Financial data was scattered across QuickBooks, GP, legacy accounting systems, and various operational tools, leading to inefficiencies and complexity.
- Business Central’s built-in reporting tools couldn’t support the multi-entity visibility or project-level detail the organization needed.
- Manual Excel-based reporting processes were time-consuming, error-prone, and increased operational risk.
- The finance team became a bottleneck for reporting, slowing down decision-making and limiting scalability.
Looking For
- A cloud-based reporting solution built for fast, accurate multi-entity reporting in Business Central.
- A user-friendly platform that allowed non-technical team members to run and share reports without relying on IT.
- Standardized templates to eliminate manual errors and ensure consistency across 15+ entities.
- A scalable reporting infrastructure that could support continued growth through mergers and acquisitions.
“Cosmos is saving us at least one full-time headcount already. As we scale to 30 or 40 branches, that impact only gets bigger.”
Joseph Baggetta, VP of Finance
ATTA Elevators
Results
Multi-Entity Financial Reporting
Support for Complex M&A Growth
Faster, Smarter Decision-Making
“If you have more than a couple of entities, you’d be insane not to use something like Cosmos. It saves so much time, it’s a no-brainer.”
Joseph Baggetta, VP of Finance
ATTA Elevators
The Cosmos Impact
Cosmos gave ATTA Elevators a reporting solution built for the speed and complexity of a fast-growing, multi-entity business. Instead of managing fragile spreadsheets or struggling with Business Central’s limited native tools, the finance team now creates and distributes reports across more than 15 entities, using a single, reusable template. What used to take hours now takes minutes, boosting accuracy and efficiency.
Consistency has been a game-changer. Every branch receives identical reports built from the same source data and logic, eliminating the risk of mismatched files or outdated formulas. “I can have confidence that when Company A and Company B get our project summary report, they’re getting it the same way with the exact same calculations,” Joseph explains.
Cosmos also unlocked new opportunities for collaboration. Junior staff now access near real-time reports independently, freeing up senior leaders to focus on strategy. With plans to integrate operational data from Liftkeeper, ATTA Elevators is already looking to expand Cosmos beyond financials into full business intelligence.
“It’s not just about saving time—it’s about confidence, accuracy, and scalability. We’re saving at least one full-time hire today, and as we grow to 30 or 40 entities, that impact will only multiply.” Between its speed, flexibility, and user-friendly design, Cosmos gives ATTA Elevators a scalable reporting solution that’s ready to grow with them.
“I spent a weekend on the Cosmos knowledge base, built a bunch of reports, and was off to the races. The support and documentation are outstanding.”
Joseph Baggetta, VP of Finance
ATTA Elevators