Business Intelligence (BI) - Accounting Information - Kianoff
Warren Averett Technology Group and Kianoff & Associates
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Grow That Profit! Capture That Opportunity! It’s All Riding on the Quality of Your Business Intelligence.

Making good decisions requires you have solid Business Intelligence (BI)

  • Do you make good decisions consistently?
  • If your reporting is pieced together from different sources, how complete is it?
  • Can you afford to delay decisions because you don't have the right data?

BI that is relevant to your industry and specific to your business does not just happen. Transform your raw data into information you can use. We collect, organize and display your data so decisions are based on your own accurate information. Learn more about Kianoff’s custom BI for:

Hospitality & Restaurants              Healthcare

Distribution & Manufacturing          Service Industries

The Right Information At Your Fingertips At The Right Time: That’s When You Are Working Smart

With the right intelligence, you can gain quick and easy access to critical operations and sales data, as well as data you gather on your customers, products, vendors, employees and more. Here is where you mine the information to produce more meaningful reports or views. 

Good Business Intelligence (BI) can be used in virtually every area of your business. When information becomes more discoverable and transparent, it becomes more natural to share insights across the organization. That’s how you make smarter decisions. 

We’ve put our years of experience into developing and honing best practices to give decision makers the information they need in the ways they need to see it. We’ll strengthen business intelligence by providing information to:

  • Keep current on the pulse of your business with dashboards and Key Performance Indicators (KPIs). Use alerts to monitor activities and transactions across departments, locations or by roles.
  • View your business from multi-faceted angles, such as location or business center, in addition to a broad overview. It’s the data you need to run a successful business.
  • Provide full insight into your operations by consolidating information from multiple companies and/or data sources for a comprehensive view of your business.
  • Give your team members confidence in their decisions through the sharing of and access to important business data across work functions.

Having a tool, and very importantly, the right tool for the job is what will get you timely access to the business metrics and information you need to drive your business forward successfully. Our team can help you and your team access the data you need to allow you to make timely business decisions and keep the bottom line healthy.

Fueled by Your Data, Dynamics GP offers powerful options to gain Business Intelligence on Your Business.

Microsoft Business Intelligence helps get the right information to the right people so they can make better and more strategic decisions. It enables you to be less dependent on IT, and more comfortable with self-service. These are the tools we recommend using to meet your business intelligence needs.

SmartList Designer
Allows you to create reports based on tables found in Microsoft Dynamics GP and any third party application.  You can create new SmartLists or copy an existing SmartList. When you are creating your report, SmartList Designer gives you a Result Preview of the data without going into the report so you know if have joined the tables correctly or even have the right table you wanted.

Smart List Builder
SmartList Builder takes the easy-to-use SmartList tool in GP and beefs it up with the power to query more data in more ways. You have access to all the information you capture so you can create your own custom SmartLists. Link data from up to 32 separate tables in GP, including third-party dictionaries. Also, add calculated fields to SmartList windows, combine data and create Smart Lists from other modules in GP or with data from other SQL databases.

SSRS – SQL Reporting Services
There are 150+ SSRS reports in GP 2013 accessible from the home page as a dashboard with drilldown capabilities. They can also be deployed to a Microsoft SharePoint Services site where GP users - and non-users - can access these key performance indicators. SSRS can report on virtually any data source with an ODBC connection: Excel files, Access databases, text files or other data sets. Reports can be run in a variety of formats, scheduled and delivered directly to users via e-mail or on demand.

Business Analyzer
Now financial managers can access data without logging into GP. Start with the default reports, and then add reports using SQL Server Reporting Services (SSRS) and deploy out to Business Analyzer. Take advantage of sorting, filtering and drill-downs. Works with all SQL products. Microsoft has added features to navigation lists to display SSRS reports using Business Analyzer functionality.

Excel® Report Builder
There are 500+ Excel reports out of the box in GP, updated in real time. Add MS SQL Server tables and views to reports and join them with GP data. Add calculated fields, pivot tables, colors and graphs that never get overridden. You can select multiple companies; create a summary page and you do not have to be a GP user to see the data. Publish to the Reports Library in GP, SharePoint, or a file location and give those team members real time information inside Excel.

Navigation List Builder
Extend the functionality of Navigation Lists to include data you want from any table in GP, any 3rd party external SQL tables and views. Customize lists to select the fields to show in the Preview Pane, define the Preview Pane layout and restrict the data by default to speed up list load performance. Create calculated fields and Actions to open forms, run reports, launch files, launch Web sites and perform standard GP functions such as Transaction Posting or Customer Aging.

BI 360 by Solver
BI360 dashboards unify your most important assets—your people and your data – so you can visualize trends, identify issues, and ultimately drive success. The BI360 Collaboration portal provides an out-of-the box dashboard that lets you monitor all the activities that are important to you: groups and discussions you subscribe to, tasks and workflows assigned to you, the hottest topics in the company—all on a single screen. Your dashboard also allows you to join new groups, add comments to ongoing discussions, update your profile and more. It provides a global view of all your critical information streams in one place—how you want it, where you want it. Using BI360 Collaboration you can interact with anyone in your organization, at any time, in any location, to jointly drive efficiency and performance in all areas of your business.

KnowledgeSync Alerts & Workflow
KnowledgeSync provides an organization with a single solution with which you can monitor and respond to important business conditions within all of your front-office and back-office software solutions. It combines Alerts and Workflow to allow people to make more intelligent and timely business decisions; in short, operational business intelligence. Get immediate notification about business activity. With Microsoft Dynamics GP, users can set up Business Alerts to automatically notify them about business changes. This is Business Activity Monitoring that gets you the right information at the right time. The Business Alerts feature also monitors the Microsoft SQL Server database for conditions you specify.

Word Templates and Template Generator
Dynamics GP Word Templates allow for the customization and formatting of reports from within Microsoft Word. The Template Generator gives users the ability to create a Word Template from any report in Dynamics GP including 3rd party programs.

BizNet for Excel-Based Reporting
If your preferred platform is Microsoft Excel®, you can do well with this business reporting and analytics platform that provides real-time access to your business data from Excel. You get quick user adoption since the user interface is very familiar. BizNet delivers simple, yet powerful capabilities to anyone who uses spreadsheets to gather and analyze business information. Offers the ability to automate delivery of information to all levels of users in your organization.

Powerful Tools Built for the Sage family of products deliver the intelligence you need about your business. 

To understand the need of your business at a deeper level, you need to provide team members the right information at the right times. Business Intelligence and Reporting help get the right information to the right people so they can make better and more strategic decisions. These are tools we recommend using to meet your business intelligence and reporting needs.

Sage Intelligence Reporting (SIR)
This broad-based Business Intelligence (BI) tool offers operational reports and dashboards as well as financial reporting. Quickly see what you need by creating real-time, automated and preformatted reports and dashboards with up-to-date information you want to see. Analyze data using the familiar look and feel of Microsoft Excel®. With SIR you can:

  • Use Reporting Trees to create a visual model of your company reporting structure without changing the underlying financial data.
  • Schedule reports to run during off-peak hours and distribute through e-mail for timely delivery anywhere.
  • Use Report Designer to create new formats using a simple drag and drop interface.
  • Manage exceptions and adjust quickly to meeting changing customer needs.
  • Eliminate redundant data entry through direct integration.
  • Automatically populate fiscal periods, chart of accounts, detail transactions and balances.
  • Personalize workflow to the way you do it with templates such as Dashboard Analysis. 
  • Create new reports by modifying the basic set of templates

Advanced Look Up Engine (ALE)
ALE is available throughout Sage 100 (formerly MAS 90 or MAS 200) anywhere you find the familiar magnifying glass. ALE allows you to customize lookups to sort by the fields you choose. You can export the lookup data, giving you an additional reporting tool. You can view, sort and search on any of the data fields available. Columns can be resized. The data can be searched by using any of the common operands (begins with, ends with, contains, etc.) and filters allow users to search using multiple criteria simultaneously. You can also add standard columns to the display or calculate new fields to include. The custom search feature also allows you to build and save different searches.

Crystal Reports
Crystal Reports can help you gain a clear picture of your business. Design and deliver meaningful reports based on data from virtually any source – and give internal users, customers, and partners the information they need in the reporting format of their choice. Crystal Reports is the industry standard report writing tool that allows you extract virtually any data out of your Sage system and produce presentation-quality output. Many of the reports in Sage 100 and Sage 500, including check forms, sales orders, invoices, packing slips, purchase orders and more are written in Crystal Reports.  It is integrated into the system. You can also edit standard reports.

Business Insights Dashboard and Explorer
The Business Insights Dashboard (BID) and Explorer (BIE) are great tools for inquiry and navigation through the wealth of information stored within your Sage system. BIE provides filtering, grouping, and drill-down capabilities and the ability to perform ad hoc queries on all data in the system, including User Defined Fields (UDFs). Use the default report views or create and save drill-down views relevant to your company, department or users. Individual users can create companywide, department, or personal views. Use BIE for analyzing “what-if” scenarios.

Custom Office
A suite of tools that help you produce graphical reporting, integration, customization, and drill-down functionality. What does it do best? Simplifies the process of creating custom communications to customers and vendors. Use with: 

  • Customizer – You can now change the appearance of your Sage 100 ERP screens to match the way you prefer to work. Add your own data fields to master files that can carry over to your reports, orders, and invoices. Add buttons that will launch application tasks and even create a button with links to a VB script. And more...
  • MS Office Link - Create letters or messages to individual customers or vendors. Attach documents, such as scanned-in images or photo of an inventory item. Using with Customizer allows you to create user-defined fields without any special programming skills.
  • Custom Scripting that extends Custom Office to the limits of your imagination! It allows the alteration of Sage 100 behavior without touching source code, using VB scripts and modifications

KnowledgeSync Alerts & Workflow
KnowledgeSync provides an organization with a single solution with which you can monitor and respond to important business conditions within all of your front-office and back-office software solutions. It combines Alerts and Workflow to allow people to make more intelligent and timely business decisions; in short, operational business intelligence. Get immediate notification about business activity. With any Sage product, users can set up Business Alerts to automatically notify them about business changes. This Business Alerts feature monitors your database for the conditions you specify, so Business Activity Monitoring delivers the right information when you need to know it. 

BI 360 by Solver:
BI360 dashboards unify your most important assets—your people and your data – so you can visualize trends, identify issues, and ultimately drive success. The BI360 Collaboration portal provides an out-of-the box dashboard that lets you monitor all the activities that are important to you: groups and discussions you subscribe to, tasks and workflows assigned to you, the hottest topics in the company—all on a single screen. Your dashboard also allows you to join new groups, add comments to ongoing discussions, update your profile and more. It provides a global view of all your critical information streams in one place—how you want it, where you want it. Using BI360 Collaboration you can interact with anyone in your organization, at any time, in any location, to jointly drive efficiency and performance in all areas of your business.

BizNet for Excel-Based Reporting
If your preferred platform is Microsoft Exce, you can do well with this business reporting and analytics platform that provides real-time access to your business data from Excel. You get quick user adoption since the user interface is very familiar. BizNet delivers simple, yet powerful capabilities to anyone who uses spreadsheets to gather and analyze business information. Offers the ability to automate delivery of information to all levels of users in your organization.

Cloud-based Flex Reporting gives strategic insight into business performance with real-time visibility

It used to be just big companies with big systems could access meaningful business intelligence. Today’s systems have changed that, and Intacct has been a leader in making business intelligence more accessible, offering users real-time business metrics in an easily digestible format.

Flex Reporting
You want to see and track the metrics that matter most to you, so Intacct Flex Reporting gives you both sides of your business: financial and key business metrics. You get real-time visibility into your performance as your business grows:

  • Visibility into financial and business metrics that measure the success of your strategies and operations at every stage of your growth.
  • Measures and report on metrics that are important to your organization.
  • Performance metrics are always reliable and up-to-date because it uses the same auditable and real-time transaction data used for your core financial and statutory reports.
  • Carve out the information you want with Intacct’s flex-dimensional General Ledger and guided Report Writer.

With all your financial and operational data in one place, you can get more reports, more information, and more insight. All with a lot less work.

Performance Cards
Performance cards are dashboard-ready visualizations that present trends in your key financial and business metrics in a quick and intuitive way. Now you can provide managers throughout your organization with the fastest possible insight into the numbers that matter and your entire organization can act with more confidence and agility.  Visual indicators make it easy to understand performance trends at a glance. You’ll grasp the big ideas, in very little time. You can also see trends in the performance of both financial and operational measures, sliced and diced by the business driver you want.

Intacct Reporting and Dashboards
Intacct’s multi-dimensional architecture revolutionizes the way you manage reporting by tagging  data with a dimension value that reflects the business context of the transaction. The result is you can monitor trends in operational measures in real-time. It will help your team members make better and more strategic decisions. 

You will have real time access to all your financial and operational data with reports and dashboards built directly from transaction level data. Combine key operational information with financial information in metrics and ratios you define to give you new insights into the information you are used to seeing separately.

  • See company performance in real time with live reports, and drill down to data at any level you need - even down to attached supporting documents.
  • Create and bring data from any Intacct application, or any web application, onto the financial dashboard, including customers, vendors, items, invoices, and bills.
  • Automate inter-entity transactions and perform Define and publish key performance indicators across your business using built-in performance management.
  • Export data from custom views to a text file or spreadsheet.
  • Share ad-hoc reports or add them to your dashboard
  • Integrate a broader set of source data from other business applications to monitor business performance using a consolidated set of dashboards and reports.
  • Track significant events that need attention, such as purchase orders exceeding preset limits or invoices that are due. Customize rules that trigger alerts.
  • Keep up with real-time data analysis and stay up-to-date with the latest information throughout your organization.
  • Go paperless. Shrink your eco-footprint and improve productivity by deploying paperless

BI 360 by Solver
BI360 dashboards unify your most important assets—your people and your data – so you can visualize trends, identify issues, and ultimately drive success. The BI360 Collaboration portal provides an out-of-the box dashboard that lets you monitor all the activities that are important to you: groups and discussions you subscribe to, tasks and workflows assigned to you, the hottest topics in the company—all on a single screen. Your dashboard also allows you to join new groups, add comments to ongoing discussions, update your profile and more. It provides a global view of all your critical information streams in one place—how you want it, where you want it. Using BI360 Collaboration you can interact with anyone in your organization, at any time, in any location, to jointly drive efficiency and performance in all areas of your business.

Overview

The Right Information At Your Fingertips At The Right Time: That’s When You Are Working Smart

With the right intelligence, you can gain quick and easy access to critical operations and sales data, as well as data you gather on your customers, products, vendors, employees and more. Here is where you mine the information to produce more meaningful reports or views. 

Good Business Intelligence (BI) can be used in virtually every area of your business. When information becomes more discoverable and transparent, it becomes more natural to share insights across the organization. That’s how you make smarter decisions. 

We’ve put our years of experience into developing and honing best practices to give decision makers the information they need in the ways they need to see it. We’ll strengthen business intelligence by providing information to:

  • Keep current on the pulse of your business with dashboards and Key Performance Indicators (KPIs). Use alerts to monitor activities and transactions across departments, locations or by roles.
  • View your business from multi-faceted angles, such as location or business center, in addition to a broad overview. It’s the data you need to run a successful business.
  • Provide full insight into your operations by consolidating information from multiple companies and/or data sources for a comprehensive view of your business.
  • Give your team members confidence in their decisions through the sharing of and access to important business data across work functions.

Having a tool, and very importantly, the right tool for the job is what will get you timely access to the business metrics and information you need to drive your business forward successfully. Our team can help you and your team access the data you need to allow you to make timely business decisions and keep the bottom line healthy.

Microsoft BI & Reporting

Fueled by Your Data, Dynamics GP offers powerful options to gain Business Intelligence on Your Business.

Microsoft Business Intelligence helps get the right information to the right people so they can make better and more strategic decisions. It enables you to be less dependent on IT, and more comfortable with self-service. These are the tools we recommend using to meet your business intelligence needs.

SmartList Designer
Allows you to create reports based on tables found in Microsoft Dynamics GP and any third party application.  You can create new SmartLists or copy an existing SmartList. When you are creating your report, SmartList Designer gives you a Result Preview of the data without going into the report so you know if have joined the tables correctly or even have the right table you wanted.

Smart List Builder
SmartList Builder takes the easy-to-use SmartList tool in GP and beefs it up with the power to query more data in more ways. You have access to all the information you capture so you can create your own custom SmartLists. Link data from up to 32 separate tables in GP, including third-party dictionaries. Also, add calculated fields to SmartList windows, combine data and create Smart Lists from other modules in GP or with data from other SQL databases.

SSRS – SQL Reporting Services
There are 150+ SSRS reports in GP 2013 accessible from the home page as a dashboard with drilldown capabilities. They can also be deployed to a Microsoft SharePoint Services site where GP users - and non-users - can access these key performance indicators. SSRS can report on virtually any data source with an ODBC connection: Excel files, Access databases, text files or other data sets. Reports can be run in a variety of formats, scheduled and delivered directly to users via e-mail or on demand.

Business Analyzer
Now financial managers can access data without logging into GP. Start with the default reports, and then add reports using SQL Server Reporting Services (SSRS) and deploy out to Business Analyzer. Take advantage of sorting, filtering and drill-downs. Works with all SQL products. Microsoft has added features to navigation lists to display SSRS reports using Business Analyzer functionality.

Excel® Report Builder
There are 500+ Excel reports out of the box in GP, updated in real time. Add MS SQL Server tables and views to reports and join them with GP data. Add calculated fields, pivot tables, colors and graphs that never get overridden. You can select multiple companies; create a summary page and you do not have to be a GP user to see the data. Publish to the Reports Library in GP, SharePoint, or a file location and give those team members real time information inside Excel.

Navigation List Builder
Extend the functionality of Navigation Lists to include data you want from any table in GP, any 3rd party external SQL tables and views. Customize lists to select the fields to show in the Preview Pane, define the Preview Pane layout and restrict the data by default to speed up list load performance. Create calculated fields and Actions to open forms, run reports, launch files, launch Web sites and perform standard GP functions such as Transaction Posting or Customer Aging.

BI 360 by Solver
BI360 dashboards unify your most important assets—your people and your data – so you can visualize trends, identify issues, and ultimately drive success. The BI360 Collaboration portal provides an out-of-the box dashboard that lets you monitor all the activities that are important to you: groups and discussions you subscribe to, tasks and workflows assigned to you, the hottest topics in the company—all on a single screen. Your dashboard also allows you to join new groups, add comments to ongoing discussions, update your profile and more. It provides a global view of all your critical information streams in one place—how you want it, where you want it. Using BI360 Collaboration you can interact with anyone in your organization, at any time, in any location, to jointly drive efficiency and performance in all areas of your business.

KnowledgeSync Alerts & Workflow
KnowledgeSync provides an organization with a single solution with which you can monitor and respond to important business conditions within all of your front-office and back-office software solutions. It combines Alerts and Workflow to allow people to make more intelligent and timely business decisions; in short, operational business intelligence. Get immediate notification about business activity. With Microsoft Dynamics GP, users can set up Business Alerts to automatically notify them about business changes. This is Business Activity Monitoring that gets you the right information at the right time. The Business Alerts feature also monitors the Microsoft SQL Server database for conditions you specify.

Word Templates and Template Generator
Dynamics GP Word Templates allow for the customization and formatting of reports from within Microsoft Word. The Template Generator gives users the ability to create a Word Template from any report in Dynamics GP including 3rd party programs.

BizNet for Excel-Based Reporting
If your preferred platform is Microsoft Excel®, you can do well with this business reporting and analytics platform that provides real-time access to your business data from Excel. You get quick user adoption since the user interface is very familiar. BizNet delivers simple, yet powerful capabilities to anyone who uses spreadsheets to gather and analyze business information. Offers the ability to automate delivery of information to all levels of users in your organization.

Sage BI & Reporting

Powerful Tools Built for the Sage family of products deliver the intelligence you need about your business. 

To understand the need of your business at a deeper level, you need to provide team members the right information at the right times. Business Intelligence and Reporting help get the right information to the right people so they can make better and more strategic decisions. These are tools we recommend using to meet your business intelligence and reporting needs.

Sage Intelligence Reporting (SIR)
This broad-based Business Intelligence (BI) tool offers operational reports and dashboards as well as financial reporting. Quickly see what you need by creating real-time, automated and preformatted reports and dashboards with up-to-date information you want to see. Analyze data using the familiar look and feel of Microsoft Excel®. With SIR you can:

  • Use Reporting Trees to create a visual model of your company reporting structure without changing the underlying financial data.
  • Schedule reports to run during off-peak hours and distribute through e-mail for timely delivery anywhere.
  • Use Report Designer to create new formats using a simple drag and drop interface.
  • Manage exceptions and adjust quickly to meeting changing customer needs.
  • Eliminate redundant data entry through direct integration.
  • Automatically populate fiscal periods, chart of accounts, detail transactions and balances.
  • Personalize workflow to the way you do it with templates such as Dashboard Analysis. 
  • Create new reports by modifying the basic set of templates

Advanced Look Up Engine (ALE)
ALE is available throughout Sage 100 (formerly MAS 90 or MAS 200) anywhere you find the familiar magnifying glass. ALE allows you to customize lookups to sort by the fields you choose. You can export the lookup data, giving you an additional reporting tool. You can view, sort and search on any of the data fields available. Columns can be resized. The data can be searched by using any of the common operands (begins with, ends with, contains, etc.) and filters allow users to search using multiple criteria simultaneously. You can also add standard columns to the display or calculate new fields to include. The custom search feature also allows you to build and save different searches.

Crystal Reports
Crystal Reports can help you gain a clear picture of your business. Design and deliver meaningful reports based on data from virtually any source – and give internal users, customers, and partners the information they need in the reporting format of their choice. Crystal Reports is the industry standard report writing tool that allows you extract virtually any data out of your Sage system and produce presentation-quality output. Many of the reports in Sage 100 and Sage 500, including check forms, sales orders, invoices, packing slips, purchase orders and more are written in Crystal Reports.  It is integrated into the system. You can also edit standard reports.

Business Insights Dashboard and Explorer
The Business Insights Dashboard (BID) and Explorer (BIE) are great tools for inquiry and navigation through the wealth of information stored within your Sage system. BIE provides filtering, grouping, and drill-down capabilities and the ability to perform ad hoc queries on all data in the system, including User Defined Fields (UDFs). Use the default report views or create and save drill-down views relevant to your company, department or users. Individual users can create companywide, department, or personal views. Use BIE for analyzing “what-if” scenarios.

Custom Office
A suite of tools that help you produce graphical reporting, integration, customization, and drill-down functionality. What does it do best? Simplifies the process of creating custom communications to customers and vendors. Use with: 

  • Customizer – You can now change the appearance of your Sage 100 ERP screens to match the way you prefer to work. Add your own data fields to master files that can carry over to your reports, orders, and invoices. Add buttons that will launch application tasks and even create a button with links to a VB script. And more...
  • MS Office Link - Create letters or messages to individual customers or vendors. Attach documents, such as scanned-in images or photo of an inventory item. Using with Customizer allows you to create user-defined fields without any special programming skills.
  • Custom Scripting that extends Custom Office to the limits of your imagination! It allows the alteration of Sage 100 behavior without touching source code, using VB scripts and modifications

KnowledgeSync Alerts & Workflow
KnowledgeSync provides an organization with a single solution with which you can monitor and respond to important business conditions within all of your front-office and back-office software solutions. It combines Alerts and Workflow to allow people to make more intelligent and timely business decisions; in short, operational business intelligence. Get immediate notification about business activity. With any Sage product, users can set up Business Alerts to automatically notify them about business changes. This Business Alerts feature monitors your database for the conditions you specify, so Business Activity Monitoring delivers the right information when you need to know it. 

BI 360 by Solver:
BI360 dashboards unify your most important assets—your people and your data – so you can visualize trends, identify issues, and ultimately drive success. The BI360 Collaboration portal provides an out-of-the box dashboard that lets you monitor all the activities that are important to you: groups and discussions you subscribe to, tasks and workflows assigned to you, the hottest topics in the company—all on a single screen. Your dashboard also allows you to join new groups, add comments to ongoing discussions, update your profile and more. It provides a global view of all your critical information streams in one place—how you want it, where you want it. Using BI360 Collaboration you can interact with anyone in your organization, at any time, in any location, to jointly drive efficiency and performance in all areas of your business.

BizNet for Excel-Based Reporting
If your preferred platform is Microsoft Exce, you can do well with this business reporting and analytics platform that provides real-time access to your business data from Excel. You get quick user adoption since the user interface is very familiar. BizNet delivers simple, yet powerful capabilities to anyone who uses spreadsheets to gather and analyze business information. Offers the ability to automate delivery of information to all levels of users in your organization.

Intacct BI

Cloud-based Flex Reporting gives strategic insight into business performance with real-time visibility

It used to be just big companies with big systems could access meaningful business intelligence. Today’s systems have changed that, and Intacct has been a leader in making business intelligence more accessible, offering users real-time business metrics in an easily digestible format.

Flex Reporting
You want to see and track the metrics that matter most to you, so Intacct Flex Reporting gives you both sides of your business: financial and key business metrics. You get real-time visibility into your performance as your business grows:

  • Visibility into financial and business metrics that measure the success of your strategies and operations at every stage of your growth.
  • Measures and report on metrics that are important to your organization.
  • Performance metrics are always reliable and up-to-date because it uses the same auditable and real-time transaction data used for your core financial and statutory reports.
  • Carve out the information you want with Intacct’s flex-dimensional General Ledger and guided Report Writer.

With all your financial and operational data in one place, you can get more reports, more information, and more insight. All with a lot less work.

Performance Cards
Performance cards are dashboard-ready visualizations that present trends in your key financial and business metrics in a quick and intuitive way. Now you can provide managers throughout your organization with the fastest possible insight into the numbers that matter and your entire organization can act with more confidence and agility.  Visual indicators make it easy to understand performance trends at a glance. You’ll grasp the big ideas, in very little time. You can also see trends in the performance of both financial and operational measures, sliced and diced by the business driver you want.

Intacct Reporting and Dashboards
Intacct’s multi-dimensional architecture revolutionizes the way you manage reporting by tagging  data with a dimension value that reflects the business context of the transaction. The result is you can monitor trends in operational measures in real-time. It will help your team members make better and more strategic decisions. 

You will have real time access to all your financial and operational data with reports and dashboards built directly from transaction level data. Combine key operational information with financial information in metrics and ratios you define to give you new insights into the information you are used to seeing separately.

  • See company performance in real time with live reports, and drill down to data at any level you need - even down to attached supporting documents.
  • Create and bring data from any Intacct application, or any web application, onto the financial dashboard, including customers, vendors, items, invoices, and bills.
  • Automate inter-entity transactions and perform Define and publish key performance indicators across your business using built-in performance management.
  • Export data from custom views to a text file or spreadsheet.
  • Share ad-hoc reports or add them to your dashboard
  • Integrate a broader set of source data from other business applications to monitor business performance using a consolidated set of dashboards and reports.
  • Track significant events that need attention, such as purchase orders exceeding preset limits or invoices that are due. Customize rules that trigger alerts.
  • Keep up with real-time data analysis and stay up-to-date with the latest information throughout your organization.
  • Go paperless. Shrink your eco-footprint and improve productivity by deploying paperless

BI 360 by Solver
BI360 dashboards unify your most important assets—your people and your data – so you can visualize trends, identify issues, and ultimately drive success. The BI360 Collaboration portal provides an out-of-the box dashboard that lets you monitor all the activities that are important to you: groups and discussions you subscribe to, tasks and workflows assigned to you, the hottest topics in the company—all on a single screen. Your dashboard also allows you to join new groups, add comments to ongoing discussions, update your profile and more. It provides a global view of all your critical information streams in one place—how you want it, where you want it. Using BI360 Collaboration you can interact with anyone in your organization, at any time, in any location, to jointly drive efficiency and performance in all areas of your business.