50%
Month end close times cut in half
Cloud-Native - Built for Sage Intacct's cloud architecture. Create refreshable reports in Excel with live cloud data connections.
Built for Finance - We Help Construction, Industrial Services, Manufacturing, and Entities with Multiple Locations. Simplify Reporting and Uncover Deeper Data Insights.
AI Assistant in Excel - Build and modify reports yourself with AI assistance for instant help, plus automated trend and anomaly detection.











Connect directly to Sage Intacct cloud with no middleware. Create reports once, refresh anytime. Your Excel skills plus Intacct intelligence, no data staging, no IT projects. Respects all Intacct security and permissions automatically.

Automate construction and manufacturing report generation and distribution, reducing manual tasks and freeing up time for analysis and decision-making. Boost the efficiency of these essential industry reports like project profitability, job cost, financial performance, KPIs, and many more.

Doc Assist provides instant feature help without leaving Excel. Data Assist automatically spots trends and anomalies in your Sage data. Ask questions in plain English, get finance-specific answers. Catch issues before they become problems while staying productive in Excel.

50%
Month end close times cut in half
40%
Increase accuracy of reports
50%
Shrink reporting cycles in half
Everything Sage Intacct users need for professional Excel reporting, with native cloud connectivity and real-time data refresh capabilities.
Sage Intacct Accounts Receivable
Job Cost & WIP Reports
Sage Intacct Cash Management
Sage Intacct Accounts Payable
Budget and Sage Intacct Dashboards
140+ Connections
Balance Sheets
Sage Intacct General Ledger Report
Cash Flow Statements