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Financial reporting and dashboards

Make data-driven decisions thanks to customisable dashboards and reporting for quick insight and deep visibility into business financials.

Financial reporting and dashboards

Ditch outdated Excel reports and manual data manipulation.
Boost agility with multi-dimensional visibility.
Make confident decisions with fast, accurate answers.
Dive deeper with custom reports and dashboards.

Financial dashboard reporting software that turns data into insight

Access real-time, multi-dimensional dashboards to analyse financial and operational data by department, item, employee, and more—without managing a complex chart of accounts.

 

  • Dive deeper with the interactive custom report writer, with a drag-and-drop design and automatic formatting, to answer critical questions instantly.
  • Quickly slice-and-dice the details that matter to all key stakeholders : investors, executives, sales, finance, and other departments.
  • Eliminate reliance on outdated Excel reports and manual data manipulation. Reach peak performance with fast answers for confident decision-making.
  • Get granular with 10 + built-in dimensions that capture transaction context. Add more dimensions for unique business drivers to further enhance your reports.

Improve business agility with a financial reporting dashboard

Time-saving financial reporting

Get the insights you need in seconds to address complex issues and respond to market changes. Sage Intacct tracks and reports both financial and operational data that matter to your business.

 

  • Reduce time spent closing the books by up to 66 % with automated processes.
  • Boost data accuracy and business agility through multi-dimensional visibility and anomaly detection.
  • Sync and unite teams across finance, sales, and more. Securely collaborate and resolve issues faster, in every process, on any device.
  • Get multi-dimensional visibility of income statements, balance sheet, cash flow and more to empower quick, confident actions.

Get rich financial reports, your way

Customisable reporting

Sage Intacct empowers you with 150 + ready-made reports and intuitive custom report creation, so you can leave Excel reporting behind. Gain deeper insights with powerful visualisations and flexible analysis tools.

 

  • 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.
  • Interactive custom report writer lets you easily create real-time reports that tackle your toughest financial reporting needs.
  • Work with hierarchical field selection, drag-and-drop design, and automatic conditional formatting, grouping, and subtotals.
  • Calculated columns with calendar and math functions, conditional logic, rolling sums and aggregations, and pivot tables.

Clinical Trial and Consulting Services (CTI) cut project reporting time by 16 hours per month. Hear their story

Instant insights and visual storytelling

Interactive Visual Explorer

Discover hidden trends, analyse across any angle and share insights with impactful storytelling. Over 25 interactive charts and graphs at your fingertips to make confident decisions, faster.

 

  • Explore your information for deeper understanding on-the-fly.
  • Instantly spot trends and patterns, identify outliers, see into the future and more.
  • Quickly understand and respond to problems and opportunities.
  • Enhance your reviewer and decision-maker’s understanding of your story and recommended actions with narration.

Plug-and-play analytics

Interactive Visual Explorer

Get up and running in an instant with plug-and-play analytics from Interactive Visual Explorer. No IT headaches, costly implementations, or ongoing server maintenance.

 

  • Get insights right away with over 200 + prebuilt, interactive visuals.
  • Drag and drop, select by hierarchy, and choose from multiple views to easily modify visuals and reveal the exact data you need.
  • Be confident in the accuracy and security of your data with native analytics built on secure, live transactional data.

All resources for financial reporting software

Explore the latest research, guides and webinars on accounting and finance.
White Paper

White paper : Secrets of successful CFOs

Product brochure

Sage Intacct Product Brochure

Webinar

Coffee break demo

Sage Intacct has helped us reduce month-end consolidations from five days to one day, so we spend less time wrangling spreadsheets and more time on business improvement.

Michael Ryall
CFO, Spyre Group

Financial reporting software FAQs

Sage Intacct comes standard with a Financial Report library and the built-in Financial Report Writer for GL dimensional reporting, a Custom Report Writer for ad hoc reporting on transactional information, and role-based Dashboards to display key performance metrics and reports. Sage Intacct also offers advanced visual reporting with the Interactive Custom Report Writer and advanced analytics with the Interactive Visual Explorer.

Sage Intacct includes dozens of financial reports and charts that can be used as they are or duplicated and modified. These include profit & loss, balance sheet and cashflow reports.

Sage Intacct reports are built through configuration, without the need for coding. We’ve designed both financial reports, custom reports and dashboards so that finance can create and update them without the need of help from IT. We also provide on-demand training to educate users on how to get the most out of the reporting tools.

Interested in learning more ?