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Sage Business Reporting

Create accurate reports effortlessly with Sage Business Reporting's AI-powered Excel integration, anytime, anywhere. Spend less time on spreadsheets and more time driving results.
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AI-powered reporting

With Sage Business Reporting and Sage Copilot, one question in Excel generates a complete, accurate report instantly.
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Reports in seconds

Get the tables you need instantly without complex formulas or manual entry.

Analyze with accuracy

Confidently base your decisions on precise analysis to get reliable recommendations.

Increase efficiency

Access real-time Sage ERP (Sage X3, Sage Intacct) data for accurate and insightful analytics.

Trust your Sage Copilot

Get helpful guidance from Sage Copilot to analyze your data and make confident decisions faster.

Sage Business Reporting features

Run your business smarter and faster with Sage Business Reporting, the SaaS solution.

AI-driven reports tailored for you

  • Generate and update reports on demand, connected directly to your Sage ERP data, with no manual entry required.
  • Analyze individual transactions to investigate discrepancies quickly.
  • Collaborate seamlessly in a shared cloud environment.
  • Manage daily business reporting with real-time KPIs, without waiting for the monthly close.

Elevate your financial story telling

  • Sage Copilot automatically generates visualizations, KPIs, and insightful comments. Focus on strategic analysis instead of manual tasks. 
  • Use standardized templates to maintain consistent, professional presentations of financial documents, reports, and dashboards.

Secure and consistent reporting

  • Certified Sage ERP connectors (Sage X3, Sage Intacct) eliminate manual exports and data transfer errors. 
  • Protect sensitive data by giving each user only the access they need. 
  • Use centralized data models so everyone uses the same definitions and calculations for revenue, margin, costs, and key metrics across all teams.

Sage Copilot, the AI assistant for finance teams

  • "Explain This": get instant, contextual analysis of any discrepancy or anomaly.
  • Guided analysis: each explanation is linked to the reports so you can navigate between data and insights without losing context.
  • Spot unusual trends directly in reports with Sage Copilot so you don't miss any important anomalies, even in complex datasets.

Sage Business Reporting FAQs

Sage Business Reporting is a reporting SaaS for managers, CFOs, and management controllers who need real-time insights to prepare and update financial reports without the wait. 
With Sage Copilot, our AI-powered assistant, you can analyze key company data directly in Excel and automatically generate dashboards, budget comparisons, and cash flow analyses from financial data in your Sage solutions.

Sage Business Reporting connects to your Sage data (accounting, treasury, budgets, etc.) and makes it accessible in Excel. Just ask Sage Copilot a question and it creates the right table, suggesting helpful recommendations or other analysis paths when needed.

Sage Business Reporting is compatible with:

  • Sage X3
  • Sage Intacct
  • Sage Active
  • Each connector includes out-of-the-box standard financial reporting templates.

Yes. Sage Business Reporting is built on Sage's secure infrastructure with authentication via Sage ID and hosting that meets Sage security and privacy standards. All data kept stays within your Sage environment, so nothing is copied or exported elsewhere.

Always up to date: new features are rolled out automatically.

  • Accessible anywhere: from Excel Desktop, Excel for Mac or a web browser.
  • Secure and simple: no servers to maintain.
  • Collaborative: Instant sharing in Microsoft 365.

Sage Business Reporting

Discover instant, effortless reporting with Sage Business Reporting and Sage Copilot.

Request a demo