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Financial Reporting, BI, & Analytics for Sage

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Disconnected reporting methods can lead to outdated information.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.  

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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