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Data Hub

Accountants Solutions

Connect your practice with data

Data Hub* is a centralised data warehouse and analytics platform, enabling practices to help save valuable time, manage by exception and make more proactive data-driven decisions.

Data Hub connects seamlessly to Sage HandiSoft to provide an enhanced view of your practice, combining business intelligence and agile analysis. It also brings together data from your clients' small business accounting software to provide your practice with a helicopter view that empowers and accelerates time-to-insight.

Importantly, Data Hub optimises compliance workflow across the practice by managing year end trial balance data sources from your clients' accounting software through to Sage HandiLedger, achieving unrivaled efficiency in client data preparation used in the production of client financial accounts.

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Optimise compliance workflow

Data Hub delivers automation of data workflow across the practice that saves hours in client data collection, aggregation, governance and compliance reporting.

Empowering insights

Get instant access to data and insights to make data driven decisions. It comes with pre-built analytics, role based dashboards and flexible visualisations for your practice and your clients.

Keep informed, manage by exception

Stay instantly informed on critical events within your practice or clients’ business with modifiable, rules-based alerts designed to track breaches in financial thresholds, or variations in operational performance. 

Simplify and automate business processes

Simplify complex data challenges with automated processes that accelerate time-to-insight. Pre-packaged data models and intuitive data modeling UI enable easy analysis.

Provide valued advisory to your clients

Empower your clients to succeed with the tools and information they need to make more proactive, data driven decisions.

Pre-Built connections to small business accounting solutions and Sage HandiSoft

Unlock information with pre-packaged connectors that remove the technical effort of accessing and analysing data from Sage HandiSoft and other client data sources outside of Sage.

Ledger Overview Dashboard
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Benefits and Outcomes

  Benefit Business Outcomes
Save valuable time Speed up the process of collating data and reporting by having access to dashboard views and data structures. Save up to 10 hours a week, better spent towards providing your clients with valued advisoryˆ.
Empowering insights Get instant access to data and insights to make data driven decisions. Empower your business to make decisions to gain a competitive advantage.
Business Intelligence out-of-the-box Costly business intelligence projects are not needed, the product contains in-built BI. Enables all users, technical and non-technical to undertake sophisticated data modelling.
Up-to-date An integrated data model that is maintained with updates from client data sources, including, Sage HandiSoft Use your time driving business outcomes, not focusing on IT upgrades.
Keep informed and manage by exception Leverage the power of your data and keep your clients and colleagues informed with instant alert notifications and automated report distribution. Unify Sage and Non-Sage data and gain time-critical insights as soon as they happen, turn data into knowledge and enable faster decision making. 
Enable mobile working Mobile access through a responsive web application optimised for any device. Allow your business to be empowered to make decisions and drive growth in and out of the office.
Automation Replaces lengthy, manual processes with simplified dashboards, automation features and seamless API integration with Sage HandiLedger to enable client data importing. Focus on what matters and invest your time where it counts.

ˆSource: Data Hub early release program survey conducted in May 2018

Out of the Box Dashboards

Data Hub enables and unifies your business with a set of modules and dashboards, giving you visibility and empowering insights.

Dashboard Time + Billing Practice Manager HandiLedger HandiTax ATO Tax Agent Portal Small Business Accounting Software
Practice Billable slate check mark          
Practice Cashflow slate check mark          
Staff Productivity slate check mark          
Assignment Type Workbench slate check mark slate check mark        
Job Management slate check mark slate check mark        
Income Statement     slate check mark     slate check mark
Ledger Overview     slate check mark     slate check mark
Activity Statement       slate check mark    
ATO Income Tax Lodgement Status       slate check mark slate check mark  
Purchasing Dashboard           slate check mark
Sales Dashboard           slate check mark
Accounts Payable Dashboard           slate check mark
Accounts Receivable Dashboard           slate check mark
Annual Forecasting w/ benchmarking           slate check mark
Cashflow Dashboard           slate check mark
Expense Analysis           slate check mark