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SAGE INTACCT
Multi-entity Accounting
Real-time Reporting & Dashboards
Interactive Data Analysis and Insights
Advanced Functionality
Budgeting and Scenario Planning
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• Assets • Revenue • Net Income • Expenses
$17,791K
Assets
this month
+$387,918 vs. prior month
$503,118
Revenue
+$90,747 vs. prior month
$277,475
Net Income
+$85,704 vs. prior month
$225,643
Expenses
+$5,043 vs. prior month
CFO - Daily View
Note: This is a static mockup for demonstration. Actual Sage Intacct dashboards are fully customizable for the CFO's needs.
Note: This is a static mockup for demonstration. Actual Sage Intacct dashboards are fully customizable for the CFO's needs. The top row features live metrics including:
Product tour menu
Let's start with the CFO's dashboard.
On the graph to the left, you'll see revenue slices for four distinct entities. Multi-entity accounting is a breeze with Sage Intacct—more on this later.
Next
Here, you'll see an example of the fully-customizable SaaS Intelligence Dashboard. In this instance, it's tracking Total CMRR, Net Dollar Retention Rate, and other key financial and operational data point trends.
$1,156,016
Total CMRR
+$106,625 vs. prior month
-0,44 vs. prior month
100.24%
Net Dollar Retention Rate
Saas Intelligence
Our dashboards aren’t limited to just showing the high level picture – details are a click away.
Set up role-based permissions effortlessly on the fly, ensuring staff access only to relevant data with a simple check of a box.
Allocation Information
Summaries
List
View
Add
Edit
Delete
Open
Activities/Lists
Run
Pay Bills
Level 5
Level 4
Level 3
Level 2
Level 1
Approve Payments
Adjustments
Approve Bills
Level 6
AP Bills Approval Levels
Void
Print
Manual Payment
Print Checks
Print Payment Copies
Add To Check Run
Check Reconciliation
Bank Details
Vendors
Vendor Types
Post
Vendor Groups
Bills
Adjust Account
Pay in Advance
Here you'll see a revenue filter by location. You can also filter by customer, department, and more with just a few clicks.
Product Walkthrough
Find...
All locations
Active Locations--Active Locations--Group
All--All Business Units--Group
Inactive Locations--Inactive Locations--Group
Queensland--Group
New South Wales--Group
Northern Territory--Group
10--Sydney
20--Melbourne
30--Perth
40--Brisbane
100--Adelaide
200--Darwin
300--Canberra
Let's explore dimensions integrated into the reporting tool for enhanced insights. In this example, we're looking at revenue by item. You can slice and dice data across unlimited dimensions catered to varied perspectives and stakeholders. Apply filters like location, customer, or department for more detail.
Date & Time
by Item
Alarm 101
Defender 17
Defender 52
0
50,000
100,000
Cash Flow Detail by Entity - Dashboard
If you have an element that drives your business, you can define it as a custom dimension. Here we’ve defined “municipality” as a dimension in order to analyze profit by municipality.
Revenue and Profit
by Municipality
Alice Springs
Bonnyrigg
Bullfinch
Telfer
Burketown
Alyangula
$7,000
$14,000
$21,000
$28,000
$35,000
Leverage multiple dimensions to analyze and compare data, so you can optimize financial performance. Here, we compare expenses and profit using a custom dimension.
Profit
by Genre
1,800
1,200
600
Action
Sci Fi
History
Romance
1,500
Returning to the CFO dashboard and multi-entity accounting, we noted that the graph shows revenue across four entities. If you'd like to look at the financials of just one of the entities, you can select it in the drop-down menu.
Here we see the same revenue format as the top-level dashboard, but now only with a single entity selected.
$9,282,988
+$10,000 vs. prior month
$8,450
$7,651
+$8,860 vs. prior month
$2,349
+$1,403 vs. prior month
Revenue per Retail Hour
by Location
$1,200
$960
$480
Sydney
These performance cards display real-time data across entities, enabling drill-down for trend spotting and informed forward-looking decisions.
$17,791
$430,558
+$18,187 vs. prior month
$204,915
+$13,144 vs. prior month
+$5, 043 vs. prior month
As you grow, Sage Intacct makes it easy to consolidate across multiple entities (foreign and domestic) and global currencies.
Consolidation Dashboard
Our Interactive Visual Explorer takes your analysis, insights, and storytelling to the next level.
Revenue, Expanses, Gross Profit by Year, Entry Date Quarter of Year
Revenue, Expanses, Gross Profit
Year, Entry Date Quarter of Year
Gross Profit
$1.00M
$5.00M
$4.00M
$3.00M
$2.00M
$000
Location, Gross Margin %, Gross Profit
Revenue CYtD, Revenue CYtD vs PYtD % by Location
Revenue Insights
Dashboards IVE:CFO-IVE
Revenue CYtD by Item, Revenue CYtD vs PYtD %
Revenue CYtD by Location, Item
Expenses CYtD, Expenses CYtD vs PYtD % by Location
Expenses CYtD by Department, Expenses CYtD vs PYtD %
Expenses CYtD by Location, Department
Use pre-built analysis models, filters, and live data to capture the insights your management team and investors like to see.
One time
Midterm - 9 Months
Midterm - 6 Months
Midterm - 3 Months
Annual 3 Years
50-30-20
Revenue by Billing Method
Manufacturing
Insurance
Healthcare
Finance
Revenue by Billing Method - By Customer Industry
Revenue by Customer Rep
Bill to [Contract], Amount [Contract revenue schedule entry]
1012
1008
1007
1006
You can bring interactivity into user dashboards with drag and drop functionality to adjust models or create your own.
Easy-to-follow visuals like maps can help to analyze data and convey findings. Use color coding, gradients, and sizing to tell a compelling and easily comprehensible story.
Reports AR CTtD vs PYtD
Sage Intacct uses AI and automation for continuous accounting, driving real-time insights. Features include dynamic allocations, inter-entity eliminations, automated cash management, and outlier detection.
Target Entry
Save time and improve accuracy by automating inter-entity eliminations and get a centralized view in Sage Intacct.
Inter-Entity Account Mapping
Keep your cash up-to-date at all times with automated reconciliations. Securely connect to over 10,000 banks and credit cards worldwide and deliver daily accurate cash insights.
Reconcile Credit Card Account
Additionally, Outlier Detection uses AI machine learning to review your journal entries for accuracy and flag potential errors for your review so you can increase trust in your numbers.
Finally, let’s talk about budgeting and planning out of the box—no spreadsheets needed. You can create budgets, budget vs. actuals reports, what-if analyses, complex models, forecasts, and more.
Exec Dashboard
Budgeting and Planning
Budgeting and planning functionality is natively connected with Sage Intacct Financials. Simply use the budgeting wizard to import your entities, dimensions, and actuals, and you'll be up and planning in a matter of minutes.
The model calculator offers spreadsheet-like formulas you're familiar with. Values calculate soon as you click "done" on the calculator. Once you create the model, you can play with the values to look at different scenarios.
Standard Products Model
Name Item-102 List Price
Model unlimited "what if" scenarios separately from the main budget. Analyze P&L line items without impacting the balance sheet or cash flow. Then merge scenarios back into the main budget effortlessly.
SPC-Central Revenue Model
Compare current performance vs. plan with on-demand access to assumptions and details for improved visibility and confidence. In this view, it's easy to understand variance reporting and have a side-by-side P&L view across the columns.
View rolling forecasts based on actuals and budget. Generate multiple forecasts to inform decisions by the board, senior management, and functional managers.
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