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Sage Intacct Automated Reporting

Are you looking for a Sage Intacct Automated Reporting solution to remove the repetitive administration of compiling weekly or monthly reports? Or are you looking to increase the visibility of critical business information to improve decision making?

Codeless Platforms report automation software solution for Sage Intacct automates the creation and delivery of practically any business report and can be used in conjunction with your in-house reporting tool, e.g. Sage Reports, Crystal Reports, MS Reporting Services etc.

Our report automation solution for Sage Intacct can automatically create and send your reports via email, FTP, attach the report to a CRM record or place the report on a network location.

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Sage Intacct Automated Reporting Scenarios and Benefits

Common report and document automation scenarios that Sage Intacct users look to automate when using the BPA Platform include:

  • Access to Sage Report Designer via the tool interface where a report may be edited and, if required, exported to file
  • Map dynamic data to a report as run time parameters to generate multiple reports
  • Automatically create and distribute customer and stakeholder reports: For example, monthly statements or purchase history for a list of customers
  • Automate the creation and delivery of an order acknowledgement for each of the current day’s orders
  • Enable reports to automatically be delivered via email or publish to a web portal
  • Customer service report automation, e.g. KPI statistics on calls processed
  • Automated sales reports, e.g. sales figures by territory of account manager
  • Marketing report automation, e.g. click throughs on specific email campaign(s)
  • Automated stock management reports across multiple locations and warehouses
  • Financial reports, e.g. aged debtors or cash flow statuses
  • Automated manufacturing reports, e.g. waste % per product line

Common commercial advantages achieved through Sage Intacct report automation software include:

  • Removal of repetitive administration and reporting errors
  • Receive the information you need when you need it most
  • Increased employee productivity
  • Improved decision making
  • Error-free reporting
  • Increased visibility of business information
  • Improved compliance and company procedures
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Automated Reporting for Sage Intacct Brochure

Automated Reporting for Sage Intacct Brochure

Discover the commercial benefits of automating your reporting procedures with BPA Platform.

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