by Danielle Bingham | February 23, 2024

CData Connects Sage Intacct to Power BI for Seamless Financial Reporting

Sage Intacct to Power BI

Sage Transform is coming up, and the CData team is excited to connect with Sage users to help solve their data bottlenecks. We’d love for you to stop by our booth and tell us how you connect your Sage Intacct data.

Sage Intacct provides comprehensive financial management solutions for organizations of all sizes. CData Connect Cloud provides smooth connectivity across Sage Intacct and many other data sources to gain real-time insights from live data using the tools you already have. Save time, streamline processes, and simplify data management through one consolidated connectivity platform to any of your favorite reporting tools.

Read on to learn about two examples of how CData helps organizations access live financial data from Sage Intacct directly within Microsoft Power BI. Virtualized data in the cloud provided the flexibility these organizations needed expand their data reporting capabilities at the pace of their own growth so they can focus on their missions.

Nonprofit shares live reports to optimize budgets

Upstream USA is a nonprofit healthcare organization providing affordable and accessible contraceptive care. Their data analytics team was spending up to an hour each day manually pulling general ledger (GL) data from Sage Intacct, then ‘slicing and dicing’ it to create static reports in Microsoft Excel. This burdensome process resulted in reports that quickly became outdated, unorganized, and unable to provide the insights needed for timely decision-making. Additionally, tracking budget vs. actuals across different locations was challenging, hampering visibility into the financial health of each location.

As the nonprofit grew, they adopted Power BI for its data visualization capabilities, offering its leadership a clearer view of current metrics. But Power BI doesn’t have native connectivity with Sage Intacct, which meant the data analytics team had to manually create custom scripts to migrate data into Power BI. The team quickly realized they needed an automated solution to streamline data integration and enhance reporting capabilities. Automating those functions would reduce the team's workload and meet leadership's need for timely and accurate information. 

Just minutes after signing up for a trial of CData Connect Cloud, Upstream had their connection up and running. Soon after, budget managers were independently manipulating their own visualizations of data in Power BI. This flexible access to live data enabled them to analyze budget and spending information from each location and strategically plan for long-term growth and community outreach. 

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Marketing agency scales data integration capabilities to support business growth

Scorpion, a digital marketing solutions provider, was experiencing growing pains when it came to its financial reporting process. Their initial setup was straightforward, but soon became impractical as the business expanded. With no native integrations between their technology tools, their financial planning and analysis (FP&A) team spent hours every week downloading data into spreadsheets to create reports. The marketing company discovered one of CData’s popular connectors to bring the data together, requiring only a daily ‘refresh’ command.

As Scorpion continued to evolve, its data integration and reporting requirements became more comprehensive. Impressed with CData’s ability to provide breadth of connectivity, Scorpion reached out to CData again to expand their use case in the cloud. CData Connect Cloud provided the scalability and flexibility that Scorpion needed to gain live access to Sage Intacct data in Power BI, combining GL data with FP&A data from Vena into a comprehensive and sharable view into the organization’s finances.

They soon discovered an additional benefit: Scorpion’s ADP payroll data could also be virtualized and integrated into Power BI using Connect Cloud. Scorpion now has a future-proof framework to transform its data management processes into a responsive and resilient platform to grow along with its needs.

Read the case study

CData provides robust data connectivity for Sage Intacct

CData Connect Cloud offers growing organizations a versatile connectivity platform, allowing them to adapt and scale their business with agility. Straightforward, out-of-the-box functionality takes the hassle out of complicated data integration setups, giving organizations the freedom to focus on their missions.

Interested in what CData can do for your growing data connectivity needs? Schedule a meeting with us at Sage Transform, February 26-29, 2024, in Las Vegas.

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Ready to try CData for yourself? Get a free 30-day trial of CData Connect Cloud to experience game-changing data virtualization in the cloud.

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