Aptus | Dashboards and Financial Reporting
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Dashboards and Financial Reporting

Dashboards and Reporting

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 visualisations. Reach peak performance with fast answers for confident decision-making.

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 the 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.

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 the source transactions for granular transparency instantly. Flag trends and spot exceptions with powerful report visualisations.

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 customised projects, or relying on external tools.

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Dimensions

Simplify your chart of accounts with dimensions

Most financial solutions use a hard-coded structure for your chart of accounts. For example, to track 3 locations, 5 departments, and 5 projects, you’d need 75 account code combinations – and you’d end up with a complicated unmanageable set of codes. Adding a new location or department could potentially force you to add hundreds of additional accounts. Sage Intacct lets you keep it simple – you only need to set up your primary account codes. As your business changes, there’s no need to add hard-coded segment combinations.

Dimensions lets you track your business like never before

Unlike traditional accounting systems, Sage Intacct enables you to “tag” transactions as well as operational data with dimension values. Tagging with dimensions, instead of assigning transactions to hard coded individual accounts, enables you to add business context to your data easily. Once you create a dimension, you can use it for any transaction – general ledger, receivables, payables, time, revenue management, fixed assets, and more. As your business changes, add the dimensions you need to easily track what’s important to your business.

Streamline your reporting and save time

Dimensions will fundamentally improve your reporting, making it easier for you to get fast answers to your business questions. Dimensions are integrated into the user interface of Sage Intacct’s easy-to-use financial report writer. It’s simple to view performance from any new angle you need. As you create reports, simply use drop-down lists to filter, group and organise your data by dimensions. For example, you can go from a standard income statement to profitability by project or revenue by geography with a few clicks of the mouse. With this flexible financial foundation, you gain quick access to the insights that speed decision-making and help drive growth.

Cash management software provides automated bank reconciliations

Sage Intacct securely connects to thousands of financial institutions around the world. For easy cash management, automatically import transactions from your financial institutions and automatically reconcile your chequing, savings and credit card accounts in just minutes. Spot exceptions, manage bank errors, monitor fraud, and maintain accurate cash balances.

Collaborate

Collaborate to resolve non-routine issues as a team

Non-routine transactions – such as clarifying policies, gathering missing information, or resolving exceptions – can slow down or derail critical financial processes. Sage Intacct Collaborate lets you handle them quickly, efficiently, and effectively to keep your business on track.

See a clearer picture of the issues

Sage Intacct collaborate helps speed up accounting processes – while keeping you firmly in control. In one click, you see all messages related to a particular issue, giving you the complete context from all participants as you work on the resolution. You don’t have to explain a situation multiple times – just leave a note.

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