Achieve Greater Flexibility for Your Sage Intacct Reporting
While Sage Intacct’s native reporting capabilities provide a strong foundation, finance teams often face limitations when tackling complex analyses or navigating evolving information needs. The demands of period-end reporting, reconciliations, audits, and internal controls can quickly lead to a reliance on time-consuming manual processes and inflexible spreadsheet-based workflows.
However, the good news is that these challenges are not insurmountable. By exploring alternative approaches and leveraging additional tools, Sage Intacct users can unlock a world of enhanced reporting flexibility.
Trouble on the Horizon
Although fear of an impending recession is in the rearview mirror this year, finance teams still contend with the consequences of market upheaval. J.P. Morgan predicts global economic growth to slow down by the end of the year as inflation and interest rates continue to soar.
According to insightsoftware and Hanover Research’s recent Finance Team Trends Report, 70% of finance decision-makers feel pressure from inflation and economic disruption. These factors create a demand for increased efficiency and flexibility.
Struggling with Inflexibility
While Sage Intacct provides finance professionals with out-of-the-box reporting functionality, these reporting tools can be inflexible and are not enough to fulfill every reporting need. If you require a report in a specific layout, format, or color, or if you need to report to multiple entities, the ERP’s native tools require advanced technical knowledge to achieve that level of customizability.
When reporting across multiple locations or to multiple entities, you’re still required to manually export and stitch together reports in Excel. This costs valuable time, making the month-end close process stretch longer than it needs to. Our recent Finance Team Trends Report also reveals a quarter (24%) of finance professionals view manual and time-consuming processes as a top challenge.
Ad hoc reports can throw an additional wrench into period-end reporting. They often come unexpectedly while requiring information that isn’t easily accessible with your ERP’s default reports. When tasked with creating these customized reports, you’re left to use manual processes or rely on overtaxed IT departments. IT departments can give you the reports you need, but they prioritize critical technical infrastructure over financial reporting. What can you do to generate the types of custom reports you need without IT’s help?
Tap Into the Power of Refreshable Reports
Adopting software solutions purpose-built for intuitive custom analysis is a valuable way to save time creating customized reports that don’t come out-of-the-box with Sage Intacct. Accessing refreshable, real-time data to support all month-end closing needs will vastly improve the efficiency and flexibility of your Sage Intacct reports.
With refreshable reports, you can report against the latest Sage Intacct data while getting fast answers to your ad hoc inquiries. When stakeholders come to you with questions that only a custom report can answer, generating a refreshable report means that you not only have the answer to their question right away, but you can update the data any time at the click of a button.
Reporting Flexibility You Need
With the right reporting tools, you can take your Sage Intacct reporting to the next level with interactive, refreshable reports that answer even the most specific questions. Shrink your reporting cycle and impress your senior stakeholders with real-time insights from Spreadsheet Server from insightsoftware.
Spreadsheet Server connects seamlessly with Sage Intacct, enhancing your Excel reporting with real-time data. Put finance in control of reporting and analytics with software built for the structure of Sage Intacct. With the flexibility you gain from Spreadsheet Server, you will save valuable time on manual reporting and spend it on other value-added tasks like planning and analysis.
Spreadsheet Server doesn’t require you to learn any complex coding or new programs. Instead, you can start and end your day with the familiarity of Excel. Spreadsheet Server reports are refreshable, allowing you to generate a single report and refresh it for the most up-to-date information from Sage Intacct. The tool also makes reporting to multiple entities easy by giving you the flexibility to send reports across different companies, boards, and departments.
With Spreadsheet Server, empower your finance team to:
- Drill down on data for detailed insights
- Automate manual processes
- Gain greater interactivity and flexibility
- Better navigate market uncertainty with reports you can trust
Read our whitepaper for more information on how Spreadsheet Server can increase flexibility in your Sage Intacct reports.
Automate Sage Intacct Reporting With Spreadsheet Server
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