• Dashboards and Reporting

    Achieve real-time visibility into business performance.

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Dashboards and Financial Reporting

Save 40+ hours per month on reporting and
cut time spent checking data accuracy by 75%.

Customer Case Study

Rapid Growth Demands Robust Financial Management

Data Sheet

Reporting and Dashboards

Customer Video

How Pathway Lending Cut Monthly Close by 60% with Sage Intacct

  • "Visibility is where we’ve recognized the biggest gains from switching to Sage Intacct—its drill down capabilities are like night and day compared with Dynamics, and we love Sage Intacct’s permissions-based dashboards. I save days of report preparation each month, because we’ve created helpful self-service dashboards where our executives, client services team, and department heads can find relevant, timely business insight on demand."

    Natalie Bonczek

    Controller, Red Door Interactive

Sage Intacct customers achieve on average

250%

ROI

<6 Months

Payback

+65%

Productivity improvement

Best-in-class financial reporting software with unsurpassed visibility

With Sage Intacct's financial reports, you get the agility and flexibility to quickly slice-and-dice the details that matter to all key stakeholders: investors, executives, sales, finance, and other departments. And when you have new questions, dive deeper with custom reports, dashboards, or visualizations. Reach peak performance with fast answers for confident decision-making.

By switching from a legacy IBM system to Sage Intacct, Atlanta Convention & Visitors Bureau (ACVB):

  • Shortened monthly close from 10 days to less than 3 days
  • Reduced A/P and payroll workloads by 70% and 90%
  • Increased business agility through multi-dimensional visibility

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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 analyze 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.

Learn how Tandem HR:

  • Saved 500 person-hours a year by eliminating workarounds in Excel and the need to identify and fix manual errors
  • Reduced its monthly close from 30 days to 10 days
  • Enabled 13 executives 24/7 real-time visibility into custom dashboards

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Improve business agility while saving hundreds of hours

Most accounting 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 system. Collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.

See how Stonestreet Thoroughbred Holdings:

  • Saved $20,000 per year with improved top-level dashboard visibility
  • Reduced a 10 day month-end to just 4 days
  • Provided CEO and owner with real-time budget-to-actual information for better decision making at yearling sales

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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 visualizations.

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 customized projects, or relying on external tools.

Learn how Clinical Trial and Consulting Services (CTI):

  • Cut project reporting time by 16 hours per month
  • Saved 30 hours per month managing the monthly close
  • Achieved payback in under 4 months

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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.

Learn how Meals on Wheels:

  • Accelerated monthly close from 3 to 2 weeks
  • Scaled efficiently with 20% growth, while maintaining headcount
  • Cut audit preparation time by 60%

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#1 accounting software solution

We’re focused on delivering an integrated accounting solution that puts your success first. As a result, we’ve earned the highest customer satisfaction in the industry from G2 Crowd.

See why Sage Intacct is the #1 accounting software solution in customer satisfaction.

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