Sage Intacct Partner of the Year 2021

& Reporting

With Sage Intacct’s dashboards you have the agility and flexibility to quickly dissect the details that matter to all key stakeholders.

And when you have new questions, dive deeper into your data with custom reports, dashboards or visualisations, to reach the answers you need for faster, confident decision-making.

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So the pressure’s on to expand the breadth, accuracy, and granularity of your financial and management reporting.

Your stakeholders want to know more about what’s happening and they want to know why.

You need to surface this information quickly so you can correct any problems and respond to opportunities before the moment is lost.

Sage Intacct gives you the deep operational and business-performance insights that tell you why, and the real-time view that enables you to act on your data immediately.

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Dive Deeper
Into Your Data

Rich Financial Reporting

With Sage Intacct, your financial reporting and analysis options are almost limitless.

  • Compare operational statistics with financial metrics
  • Check summary roll-up figures for multiple entities even if it’s only mid-month
  • Drill down to source transactions for granular transparency instantly
  • Flag trends and spot exceptions with powerful report visualisations

You can also compare performance across any business driver that matters to you. With 150 built-in financial reports, as well as the ability to easily create custom reports. Forget Excel reporting, waiting for customised projects or relying on external tools.


Interactive Custom Reports

Sage Intacct’s interactive custom report writer lets you easily create real-time reports that tackle your toughest reporting needs. Get the insights you need in seconds to address complex issues and respond to market changes.

Start with hierarchical field selection, drag-and-drop design, and automatic conditional formatting, grouping and subtotals.

Then go to the next level with calculated columns including calendar and math functions, conditional logic, rolling sums and aggregations, and pivot tables. Then, when you need specifics, just drill down to transaction details.


Turn Data Into Insight

Sage Intacct’s innovative general ledger includes 8 dimensions to capture the business context of your transactions, operational measures and budgets.

That means you can quickly access or create reports that analyse real-time business performance by business drivers – without managing a complex chart of accounts.

The 8 predefined dimensions are ready to go out of the box, including department, item and employee. It’s easy to add more dimensions to reflect your unique business drivers and take your financial reports to the next level.


Improve Business Agility

Most financial management systems can only handle financial data. Sage Intacct tracks and reports both financial and operational data.

With all your financial and operational data in one place, Sage Intacct’s best-in-class multi-dimensional visibility enables you to slash time spent checking the accuracy of your financial data, so you can concentrate on the strategic decisions that will impact your business.

In addition to greater visibility, Sage Intacct Collaborate brings the whole team together by adding an additional secure social layer, embedded in the financial management platform.

Sage Intacct

Sage Intacct Collaborate helps to speed up financial management processes, while keeping you firmly in control.

Forget endless email threads. When issues arise you can communicate within Sage Intacct to resolve specific journal entries, accounts, projects, invoices, purchase requisitions and more.

For Salesforce users, these same conversations appear in Salesforce Sales Cloud, so sales teams can participate using the system they’re most familiar with.

9 Weeks to Sage Intacct


Benefits of Sage Intacct Collaborate:

  • Communicate faster and smarter to strengthen teamwork, expedite processes and improve decision making
  • Stay informed with one-click access to all related messages and the ability to leave notes and have conversations, inside Sage Intacct
  • Connect your back office and Salesforce front office (Salesforce customers only)


Let's Talk

We help businesses like yours to get the most out of their finance solutions.
Get in touch today to book a demo or speak to one of our experts.


Get in Touch

Call us

01606 871332
10 Cheshire Avenue,
Cheshire Business Park, Northwich,
Cheshire, CW9 7UA

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