Sage Intacct provides exceptional reporting capabilities and actionable insights into their operations. In this post we look at how Sage Intacct financial reporting features provide clarity, flexibility and customisation for empowered, data-driven decisions.
1. Financial Reports
At the core of Sage Intacct reporting, financial reports provide an essential, detailed overview of an organisation’s financial health, including:
- Income Statements (Profit & Loss Statements) highlighting revenue, expenses and net income over a specified period.
- Balance Sheets presenting an organisation’s assets, liabilities and equity.
- Cash Flow Statements tracking incoming and outgoing cash, providing visibility into liquidity and operational efficiencies.
- Budget vs Actual Reports for easy comparison of budgeted figures against actual perfomance, helping businesses stay in alignment with their financial goals.
Sage Intacct’s real-time data capabilities make these reports accurate and timely, ensuring decision-makers always have the most current insights available.
2. Operational Reports
Operational reports focused on day-to-day activities of the business allow teams to drill into specific areas including:
- Accounts Receivable and Accounts Payable Aging Reports to monitor outstanding invoices and payments due.
- Inventory Reports to track inventory levels, turnover and valuation.
- Employee Expense Reports to summarise employee-incurred expenses for better control and transparency.
These operational reports provide granular insights into the operational aspects of a business, helping teams optimise workflows and reduce inefficiencies.
3. Dashboards and Visual Reports
Sage Intacct takes reporting to the next level with customisable dashboards that provide visual summaries of KPIs. These reports are especially useful for executives in need of a quick at-a-glance understanding of performance. Dashboards can include:
- Charts and Graphs for a visual representation of financial trends, such as revenue growth or expense patterns.
- KPIs for real-time insights into metrics such as gross-margin, days-sales-outstanding, working capital and more.
Users can tailor these dashboards to suit their roles, ensuring every stakeholder gets the insights most relevant to their responsibilities.
4. Compliance and Audit Reports
For organisations who need to comply with regulatory standards, Sage Intacct offers specialised reports that streamline audits and ensure compliance. These include:
- Audit Trails that make it easy to track changes made to financial records aiding transparency.
- Tax Reports for simplified tax filing with detailed reports on taxable income and transactions.
- Regulatory Compliance Reports allowing you to generate reports meeting industry-specific standards.
These tools reduce the administrative burden of compliance, giving businesses peace of mind during audits.
5. Custom Reports
Every organisation has unique reporting needs, made easier with Sage Intacct’s customisable report builder. Users can design reports tailored to their specific requirements, pulling in data across dimensions like location, department or product line. Features include:
- Drag and Drop Design Tools simplifying the report creation process.
- Filters and Sorting Options allowing you to refine data and focus on what matters most.
- Dynamic Insights with the ability to create reports that adapt to changes within the business.
This level of flexibility ensures your Sage Intacct financial reporting aligns perfectly with your strategic goals.
6. Consolidation Reports
Businesses with multiple entities or global operations benefit from the consolidation reporting Sage Intacct provides, enabling them to:
- Consolidate Financials Across Entities for a combined view of financial results in real-time.
- Handle Multi-Currency Reporting converting and reporting financials in different currencies.
- Segment Reporting for a breakdown of performance by entity, region or product.
These features are particularly beneficial for those operating in complex organisational structures.
7. Ad Hoc Reports
Sometimes, businesses need reports on the fly to help them react to unexpected trends and unforseen circumstances. Sage Intacct’s ad hoc reporting capabilities allow users to quickly generate reports based on immediate needs, without relying on pre-set templates.
Sage Intacct Reporting & Dashboards Brochure
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