Dashboards & Reporting, Sage Intacct
Sage Intacct Collaborate
Dashboards and Reporting
Collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.
Automation and productivity
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Communicate faster and smarter to strengthen teamwork, expedite processes, and improve decision making.
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Stay informed with one-click access to all related messages and the ability to leave notes, and have conversations, right inside Sage Intacct.
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Connect your back office and Salesforce front office (Salesforce customers only).
Collaborate to resolve non-routine issues as a team
Non-routine transactions – such as clarifying policies, gathering missing information, or resolving exceptions – can slow down or derail critical financial processes. Sage Intacct Collaborate lets you handle them quickly, efficiently, and effectively to keep your business on track.
See a clearer picture of the issues
Sage Intacct Collaborate helps speed up financial management processes – while keeping you firmly in control. In one click, you see all messages related to a particular issue, giving you the complete context from all participants as you work on the resolution. You don’t have to explain a situation multiple times – just leave a note.
Sage Intacct Collaborate brings the whole team together
Collaborate puts everyone on the same page to improve communication and teamwork, expedite processes, and improve decision making. What’s more, Salesforce finance employees can also join Salesforce Chatter from inside Sage Intacct.
Sage Intacct Collaborate lets you have the conversation where it makes the most sense
Forget endless email threads. Instead, when issues arise, communicate right inside 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.
Learn more about Sage Collaborate
If you are interested in finding out more about how Sage Intacct Collaborate can speed up your workflow and streamline your business, click the contact us button below and we will be in touch with you.
About UsKiteview Technologies (Pty) Ltd was founded in May 2010 to provide the Sage Evolution Business Management solution to the SME market. The management team of Kiteview have combined +30 years of experience in the delivery of small to mid-market Financial & Business Management solutions. This experience, combined with a sound project implementation methodology has helped in Kiteview’s growth, becoming a Platinum status partner for SAGE Pastel within just 1 year.
Dashboards & Reporting, Sage Intacct
Dashboards
and reporting
Achieve real-time visibility into business performance.
Dashboards and financial reporting
Slash your close time in half and accelerate finance team productivity by 40% or more.
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Collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.
Find out more
Sage Intacct Dashboards and Financial Reporting Core Features
Financial dashboards and reporting software that turns 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.
Our 8 predefined dimensions are ready to go out of the box, including department, item, and employee. And it’s easy to add more dimensions to reflect unique business drivers and take your financial reports to the next level.
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Improve business agility while saving hundreds of hours
Most financial management systems can only handle financial data, but Sage Intacct tracks and reports both financial and operational data—like square footage, available hospital beds, SaaS metrics, or other granular measures that matter to your business.
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 start making 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 your Sage Intacct financial management platform. Collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.
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Get rich financial reports, your way
With Sage Intacct, 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.
With Sage Intacct dashboards and reporting, you can compare performance across any business driver that matters to you. You get 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.
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Dive deeper and go further with financial dashboards and reporting
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 with calendar and math functions, conditional logic, rolling sums and aggregations, and pivot tables. And when you need specifics, just drill down to transaction details. |
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Financial dashboards and reporting software that turns 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.
Our 8 predefined dimensions are ready to go out of the box, including department, item, and employee. And it’s easy to add more dimensions to reflect unique business drivers and take your financial reports to the next level.
Improve business agility while saving hundreds of hours
Most financial management systems can only handle financial data, but Sage Intacct tracks and reports both financial and operational data—like square footage, available hospital beds, SaaS metrics, or other granular measures that matter to your business.
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 start making 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 your Sage Intacct financial management platform. Collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.
Get rich financial reports, your way
With Sage Intacct, 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.
With Sage Intacct dashboards and reporting, you can compare performance across any business driver that matters to you. You get 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.
Dive deeper and go further with financial dashboards and reporting
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 with calendar and math functions, conditional logic, rolling sums and aggregations, and pivot tables. And when you need specifics, just drill down to transaction details.
About UsKiteview Technologies (Pty) Ltd was founded in May 2010 to provide the Sage Evolution Business Management solution to the SME market. The management team of Kiteview have combined +30 years of experience in the delivery of small to mid-market Financial & Business Management solutions. This experience, combined with a sound project implementation methodology has helped in Kiteview’s growth, becoming a Platinum status partner for SAGE Pastel within just 1 year.
Core Financials, Sage Intacct
General Ledger Software
Core Financials
Multi-entity, multi-dimensional financial visibility – pure power at the heart of your financial management platform.
Automation and productivity
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Increase visibility with highly flexible financial and business reporting and track performance by multiple financial accounting standards.
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Grow without limits with easy multi-currency and multi-entity management.
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Through a no-coding interface, you can easily manage user configurations and tailor GL workflows to automate your unique processes and workflows – without the expensive customisations.
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Increase efficiency at month-end by closing the sub-ledgers that are ready while leaving others open as needed.
General ledger and financial management platform unlike any other
Unlike basic business ledgers and GL software, Sage Intacct’s powerful and innovative general ledger and financial management platform uniquely provides the extensive visibility, scalability, and flexibility you need to thrive without limitations. It’s the ideal GL accounting foundation for smarter, flexible financial management.
Multi-dimensional general ledger visibility 24/7
Sage Intacct general ledger software shows you reports and dashboards across any combination of drivers and metrics. With dimension values – pre-built, user-defined, or required – you capture the unique business context of transactions, operational measures, and budgets and see the most relevant real-time views of business performance.
Multiple entity and multiple currency consolidations made easy
Sage Intacct’s general ledger and financial management platform make it easy to manage complex financials for multiple entities – domestically or globally. Consolidate financials with the push of a button, automate currency conversions, and get consolidated financial statements without waiting for month-end.
Robust multi-book functionality
Sage Intacct’s general ledger software lets you see the difference between financial accounting statements in U.S. GAAP and IFRS, and on a cash basis – side by side. User-defined books let you easily report on a tax basis or on any country-specific or industry-specific standard.
Fast and powerful multi-ledger performance
Close your books in stages for a more efficient period end. Sage Intacct GL financial management lets you close subsidiary ledgers independently. Meanwhile, you continue to operate business-as-usual during the close period by closing one ledger while other ledgers are still processing transactions.
Learn more about Sage Intacct General Ledger
If you are interested in finding out more about how Sage Intacct General Ledger Software can speed up your workflow and streamline your business, click the contact us button below and we will be in touch with you.
About UsKiteview Technologies (Pty) Ltd was founded in May 2010 to provide the Sage Evolution Business Management solution to the SME market. The management team of Kiteview have combined +30 years of experience in the delivery of small to mid-market Financial & Business Management solutions. This experience, combined with a sound project implementation methodology has helped in Kiteview’s growth, becoming a Platinum status partner for SAGE Pastel within just 1 year.
Article, Sage Intacct
Transformation. A word we hear and read about constantly, but that is because it continues to be a top-of-mind subject for so many companies, including many financial services organizations. Some firms are transforming their customer experience to meet the generational shift occurring in the market. Others are accelerating their digitalization efforts to improve their data and security needs. Whatever the driver within these organizations, the topic is also on the mind of the finance leaders within their firms as they strive to operationalize their business and deliver better business insights to their stakeholders.
A recent survey that Sage Intacct sponsored on LinkedIn highlights that while some of these initiatives were slowed due to the pandemic and market recovery, there is now some urgency to make up for some of that lost time and momentum. FSN’s Budgeting, Planning, Forecasting and Reporting 2022 survey shows that the number of companies making significant changes in their Budgeting, Forecasting and Reporting hovers around 33%, and the number of them that have completed their transformation has almost doubled from 5% to 9%.
While many of these firms are resurrecting their transformation projects, the research found that 75% of firms are not able to take on a transformation unless it takes under three months. Which begs the question of whether it is even feasible? With such a compressed timeframe for a project of this nature, it is essential for firms to make smart decisions on which piece of the technology puzzle to address first.
Firms that are focused on growth and want to make more informed decisions that drive their business could feasibly make that transformation timeline happen. The key is to begin with the end in mind. Transitioning from one system to another requires an understanding of all your current processes and tools, and how they will adapt to the new platform. If one of your workflows is broken, it’s important to identify what the process currently looks like, understand what is needed to align with the new solution and endeavour to make that transition seamless and efficient.
One Sage Intacct client looked to replace their legacy system in an effort to automate some of their manual processes and build an integrated approach with their claims management system. By keeping the “end in mind” they were able to migrate quickly and efficiently and create key integrations with other business applications. Through this transformation, they are now thinking more strategically and have enhanced their overall customer experience which is ultimately driving a competitive advantage for their business.
Another client has a financially complex business model in the real estate industry. They migrated to Sage Intacct in a rapid manner from an entry-level system and spreadsheet environment to better meet reporting and planning needs as they grew their customer base and entered new markets. Leveraging these new capabilities has reduced their monthly close from eight days to just five. They also automated their budgeting and planning processes given the difficulty and time constraints working with spreadsheets and have gained breakthroughs in forecasting and scenario planning.
Having a clear picture of your business’s financial situation can help you adapt to a rapidly changing environment. Focusing on a transformation in the short-term can pay off in the long-term with improved visibility and understanding of critical financial issues, not to mention reduced risk due to manual errors.
Isn’t it time to say farewell to spreadsheet headaches and manual procedures and say hello to transformation?
