Financial Reporting and Dashboards

Save 40+ hours per month on financial reporting and cut time spent checking data accuracy by 75%. Achieve real-time visibility into business performance.

Financial Reporting and Dashboards

Customizable dashboards and reporting allow for quick insight and deep visibility into business financials to empower data driven decisions.

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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.

Financial Reporting and Dashboards With Full Visibility

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

Financial reporting and dashboards software that turns data into insight

Sage Intacct's innovative general ledger includes 10 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 10 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.

Financial Reporting and Dashboards With Data Insight

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

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 of your income statements, balance sheet, or your statement of cash flow and more, 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.

Financial Reporting and Dashboards Improves Your Business Agility

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

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 financial 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.

Financial Reporting and Dashboards With Limitless Analysis

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

Dive deeper and go further with financial reporting and dashboards

Sage Intacct’s interactive custom report writer lets you easily create real-time reports that tackle your toughest financial 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.

Financial Reporting and Dashboards Interactive and Realtime

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%

Sage Intacct accounting software products— #1 in customer satisfaction

We’ve earned the highest customer satisfaction in the industry from G2 since we focus on delivering an integrated accounting solution that puts your success first.

FALL 2022
G2 Grid Report

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

Sage Membership

Anyone with a subscription to Sage software has automatic access to all the benefits of Sage Membership.

Helping you and your business grow with Sage Membership

Dashboards and Reporting

Achieve real-time visibility into business performance.

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

Frequently asked questions

What reporting tools are included with Sage Intacct?

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.

What reports are included with Sage Intacct?

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.

What coding is required to build reports in Sage Intacct?

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.