What is Sage Intelligence for Sage 50c Accounts?

Summary

With Sage Intelligence you can view and create online financial reports, based on your accounts data, using Microsoft Excel 365. This means you can access and analyse your information anywhere, anytime.

Description

NOTE: From 11 January 2021, Sage Intelligence is no longer available for new customers. For an alternative reporting solution, visit the Sage Marketplace >

Sage Intelligence is a feature of Sage 50 Accounts which integrates with Microsoft 365.

Resolution

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How it works

Using Sage 50 Accounts integrated with Microsoft 365, your accounts data is securely pulled into Sage Intelligence, giving you a real time view of your financial data in either standard templates, or reports created by yourself to suit your own requirements.

There are two options for using Sage Intelligence with Sage 50 Accounts:

Online Report Designer

Web based reporting
Quick Create option
Drag and drop ability
Export to Excel

The Online Report Designer is a reporting tool which runs in your Internet browser helping you to easily create reports. There are standard and commonly used financial reports, such as profit and loss, asset and liabilities reports, income statements, balance sheets and trial balance reports.

Excel Report Designer

Use Excel on your desktop or online
Use Excel functions and formatting
View missing accounts

The Excel Report Designer, as the name suggests, has the pre-formatted reports set up in Excel. You can view them in either the Excel desktop or online version. This includes standard layouts for income statements, and balance sheet reports, with the freedom to customize and format the layouts in Excel.

Using the powerful features available in Excel such as graphs, conditional formatting, grouping and spark lines helps you to customize reports to suit your specific reporting requirements.

Getting started

To get started you must first install Sage 50 Accounts and upload your data to Microsoft 365.

Once uploaded, you can access Sage Intelligence.

Upgrading your licence

Need a little more room? To add extra companies, users, employees or more to your software licence, leave your details and we'll be in touch.

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