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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.

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Income Statement AP Analysis Customer Aging London Birmingham Leeds Manchester Revenue by Entity Controller Dashboard Cash on Hand £5,086,913 Revenue YTD £1,015,540 Cost of Sales £32,868 Gross Profit £982,671 Net Income YTD £815,481

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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Ditch outdated Excel reports and manual data manipulation.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  • Eliminate reliance on outdated Excel reports and manual data manipulation.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.
Profit and Loss - Global Canada
Month31/2024 Ending 12/ 541,282.36 0.00 220,892.47 320,389.89 .7587 .7587 311,397.95 1,158,365.15 1 1 243,014.64 337,100.01 1.3118 1.3118 775,305.06 1,815,855.05 0.00 USA
Month31/2024 Ending 12/ 1,484,063.10 14,300.00 0.00 United Kingdom
Month31/2024 Ending 12/ 580,114.65 0.00 0.00 All Locations
Month31/2024 Ending 12/ 2,605,460.11 14,300.00 0.00 Total Revenue Revenue Revenue - Subscriptions Revenue - Services Revenue - Other Intercompany Sales Ending Spot Rate Weighted Average Rate
AP Bills Analysis per Vendor CYtD vs PYtD Rank Billed Amount 
PYtD CYtD v. PYtD 
Bill Count % 1 State Farm £0 1 £331,469 100.00% £0 -13.04% £331,469 2 Emporis £0 3 £0 0% £152,307 -13.04% £152,307 3 McMahon £0 1 £331,469 100.00% £0 -13.04% £75,000 4 Verizon £0 3 £0 0% £64,602 -13.04% £64,602 5 Boston £0 1 £331,469 100% -13.04% £64,197 £0 Total Paid CYtD Total Paid v. Billed CYtD % Total Remain CYtD Bill Count 
CYtD Billed Amount 
CYtD Vendor

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.
Interactive Visual Explorer 26 (100.00%) In Progress Project Status 26 Projects Count by Project Status Projects Count by Location -- 100 -- UK 100 -- Ireland 400 -- Canada 500 -- USA 600 -- Australia 700 -- South Africa 26 Projects Count by Project Manager 1005 -- Franco, Ryan 1005 -- Reyes, Christian 1005 -- Penny, Emma 1005 --Klein, Tom 1005 -- Singh, Sanjay 1005 -- Torres, Dario 1005 --Haines, Annika 26 Project Managers to Projects ratio by Location A B C D E F G 0.00 0.20 0.40 0.60 0.80 1.00 Projects Count, Budgeted Billing Amount by Customer A B C D E F G H 0 1 2 3
Overview Detail Analysis Detail Analysis vertical Budget per Account Radar Budget per Location Overview Budget Overview and Prediction Actual amount [GL... Budget amount [GL... Actual to Budget Actual vs Budget % Actuals vs Budget £200.00K
£150.00K £100.00K
£50.00K
£0.00 -£50.00K 161.33% 129.07% 96.80% 64.53% 32.27%
0.00% Actual amount [GL budget & GL entry] 
Budget amount [GL budget 7 GL entry], Actual to Budget Actual vs Budget % 2024, Jan 70.58% 148.19% 147.99% 148.37% 148.19% 148.44% 49.45% 49.40% 49.39% 49.42% 2024, Feb 2024, Mar 2024, Apr 2024, May 2024, Jun 2024, Jul 2024, Aug 2024, Sep 2024, Oct 2024, Nov 2024, Dec Year, Month Year 2024 Location 110 -- San Francisco Department 310 -- HR Forecast (95% Predi... Actuals Prediction £200.00K
£160.00K £120.00K
£80.00K
£40.00K £0.00 161.33% 129.07% 96.80% 64.53% 32.27%
0.00% Actual amount [GL budget & GL entry] Actual vs Budget % 2024, Jan 2024, Feb 2024, Mar 2024, Apr 2024, May 2024, Jun 2024, Jul 2024, Aug 2024, Sep 2024, Oct 2024, Nov 2024, Dec 2024, Jan 2024, Feb 2024, Mar Year, Month Year 2024 Location 110 -- San Francisco Department 310 -- HR GL Budget vs Actuals Analysis Demo

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

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Tom Blake-Wilson

VP Finance, Forecast

Previously it was too complicated and time intensive to do deep dives into the data, but with Sage Intacct we can pull accurate, reliable data which gives us a lot more transparency on a monthly, weekly, or even daily basis.

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.

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