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.”
ATTA Elevators eliminated hours of manual work by using Cosmos to generate consistent, reliable financial reports across more than 15 companies. With reusable templates and company-specific parameters, reports are built once and refreshed or distributed in minutes—cutting time and risk from every reporting cycle.
As a company scaling rapidly through acquisitions, ATTA Elevators needed a reporting solution to scale with them. Cosmos enables immediate onboarding of new entities into the existing report structures, streamlining integrations and maintaining consistency across financial statements.
With immediate access to accurate, multi-layered data—from project costing to trial balances—the ATTA Elevators accounting team can spot issues, post corrections, and refresh reports almost instantly. This speed has improved the quality and confidence of financial decisions across the organization.
“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.”
As a fast-growing organization focused on acquisitions to build its portfolio, ATTA Elevators rapidly absorbed elevator companies that each had its own legacy systems, ranging from QuickBooks to Dynamics GP, proprietary or legacy accounting solutions, and various operational platforms. This patchwork of financial tools made it nearly impossible to standardize reporting, train staff consistently, or scale accounting processes efficiently.
Even after transitioning to Microsoft Dynamics 365 Business Central, ATTA Elevators encountered a new challenge: Business Central’s native reporting tools weren’t built to handle the kind of multi-entity, project-level visibility they required. Producing accurate, consolidated reports still meant pulling data manually and building spreadsheets from scratch—often 15 times over for each individual company. These manual, error-prone processes created bottlenecks for the finance team and undermined their ability to deliver timely insights to leadership.
“We needed a reporting tool that didn’t just handle complexity—it made it invisible,” explains 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 ultimately needed a way to bring consistency, speed, and confidence to their reporting—without sacrificing the flexibility they’d need as their portfolio of companies continued to grow.
After exploring Jet Reports and other financial reporting tools, ATTA Elevators selected Cosmos for its genuine multi-entity support, deep Business Central integration, and a team that “actually understands the product inside and out.”
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“Cosmos is saving us at least one full-time headcount already. As we scale to 30 or 40 branches, that impact only gets bigger.”
With Cosmos, ATTA Elevators found a solution that matched the speed and complexity of their business. Rather than relying on fragile spreadsheets or limited out-of-the-box tools, the finance team now uses Cosmos to build and deploy financial reports across more than 15 entities—all from a single template. Reports that once took hours of manual effort are now refreshed and distributed in minutes, dramatically improving both productivity and accuracy.
One of the most significant gains has been consistency. Cosmos ensures every branch receives identical reports built from the same source data and logic—eliminating the risks of outdated formulas or mismatched Excel files. Joseph explains, “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.”
Cosmos also opened the door for greater collaboration and more thoughtful decision-making. Junior staff now have near real-time access to reporting, freeing up leadership to focus on higher-value work. With future plans to integrate operational data from Liftkeeper, Joseph is already preparing to extend the value of Cosmos beyond financials and into full-scale 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 technical flexibility, rapid performance, and intuitive design, Cosmos has given ATTA Elevators a reporting platform that meets today’s needs and is built 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.”
