Sage
Financial Reporting, BI, & Analytics for Sage
Products
Seamless Integration with Your Sage ERP
Reporting Intelligence
Intelligence that lives inside your financial reports and ERP data. Works with Excel and Excel Online with autonomous AI that monitors your KPIs around the clock.
Web-based budgeting, planning & forecasting
Budgeting & Planning: Bizview is an integrated and scalable web-based budgeting, planning, and forecasting solution.
Equity Management
Certent Equity Management offers a simplified web platform for public and private companies with calculations and reporting for SEC, FASB, and IFRS.
Tax management, CbCR & BEPS Pillar 2
Longview Tax enables more frequent reporting, better tax forecasting, and faster responses to ad-hoc queries improving visibility and governance.
Monitor transfer pricing execution
Longview Transfer Pricing connects your enterprise strategy and tax policy with transfer pricing execution, enabling modernization with lower risk.
Automate your Sage reporting processes to save time and enable live data drilldowns with less need for IT
Streamlined Financial Reporting Saves Time
Manual data extraction from your Sage ERP for reporting is time-consuming. With Spreadsheet Server, users can easily pull live financial data directly into familiar Excel formats, reducing the time spent on report preparation and allowing a focus on analysis.
Enhanced Data Accessibility
Sage data structures can be complex, often requiring IT assistance for report generation. With Spreadsheet Server, non-technical users can access and customize reports without needing specialized skills, empowering them to make quick data-driven decisions.
Drill Into Live Data
Disconnected reporting methods can lead to outdated information. Spreadsheet Server integrated with Sage, provides users with the ability to drill down into live data, enhancing the decision-making process and driving better business outcomes.
Use Cases
Refreshable Sage Data in Excel
Near Real-Time Financial Insights Right In Excel
Leverage Spreadsheet Server with Sage to generate live financial reports directly in Microsoft Excel. This integration provides instant access to key financial metrics such as income statements, balance sheets, and cash flow statements without requiring IT support. Users can customize reports or utilize pre-built templates to extract insights from multiple Sage modules. This enables teams to make timely, data-driven decisions in a familiar interface, significantly boosting overall productivity and accuracy in financial reporting.
Effortless Data Reconciliation for Accurate Records
Quickly address reconciliation discrepancies with the combined power of Sage and Spreadsheet Server. Users can easily drill down into general ledger accounts to analyze balances by segments like department or project. With the ability to navigate through journal entries and sub-ledger transactions, teams can swiftly identify and resolve data integrity issues. This not only saves valuable time but also enhances accuracy, allowing financial teams to concentrate on strategic analysis instead of getting mired in troubleshooting.
Revolutionize Financial Planning with Sage Integration
Transform your financial processes with Sage and Spreadsheet Server. Create reports that pull data directly from Sage, enabling you to adjust variables and run multiple scenarios effortlessly. The intuitive Excel interface facilitates collaboration among teams, making it easier to align financial plans with business objectives. This comprehensive approach not only improves accuracy but also helps organizations adapt quickly to changing market conditions, ensuring better financial health and planning.
Easy Financial Reporting for Sage
Enhance your experience with:
Near real-time access to Sage data within Excel
Effortless drill-down from summary reports to detailed transactions
Customized reports for your organizational needs
Seamless collaboration for improved team alignment
