Intacct Reporting and dashboards

Accelerate business decision-making using built-in financial reporting and analysis.

Drive business performance and make better decisions with real-time, actionable, and tailored financial and operational information.

Take advantage of powerful built-in accounting, financial reporting, and analysis capabilities to build, plan, define, and measure business metrics and performance. Provide employees and executives with the business insights and visibility they need to make better decisions and drive performance.

Gain real time access to all your financial and operational data with reports and dashboards built directly from transaction level data—not information rolled up from outdated in spreadsheets. For example, you can see live currency rate updates throughout your entire financial reporting system immediately, as well as automated inter-entity transactions and real-time consolidations between entities. Drive business insight by combining key operational information with financial information in metrics and ratios you define. See how Intacct multi-dimensional architecture revolutionizes the way you manage reporting.

Improve financial visibility and business intelligence.

Track your most important data using Intacct financial dashboards as the centralized business desktop.

  • 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 consolidations in true real time.
  • Keep dashboards private or make them public.
  • Copy or clone a dashboard and personalize it without changing the original dashboard with your own layouts and colors.
Define and publish key performance indicators across your business using built-in performance management.

Integrate financial and operational data to gain better insight into your business performance. See how Intacct multi-dimensional architecture revolutionizes the way you manage reporting.

  • Define any operational metric and then report on it in any dashboard or in any report—it’s all in your control.

    • Create reports that include non-financial data—such as number of employees, length of sales cycles or square footage of retail space—for real-time operational reporting.
    • Combine financial and non-financial data to report key performance indicators such as earnings per share or revenue per employee—the numbers you really need to manage your business, not just the numbers available from your accounting and financial reporting system.
  • Easily calculate performance against plan, benchmarks, other divisions, locations, or any other business characteristics.
Create reports on-the-fly with flexible ad hoc reporting.

Give every user the power of a simple ad hoc data reporting tool with the simplicity of a configurable wizard to create custom structures for reports.

  • Take advantage of powerful ad hoc reporting capabilities to generate financial reports against different time periods—such as year-over-year, quarter-over-quarter.
  • Group and categorize accounts so the resulting reports display business data using a structure that fits your business.
  • Export data from custom views to a text file or spreadsheet.
  • Share ad hoc reports with colleagues or add them to your dashboard, or to your company’s list of standard reports.
Stay up-to-date with your organization.

Intacct's powerful financial reporting and analysis show you the information you need to make important decisions with anytime, anywhere access to your financial and operational data.

  • Directly access workflow events awaiting action, such as expense reports needing approval.
  • Track significant events that need attention, such as purchase orders exceeding preset limits or invoices that are due.
  • Easily customize and personalize the rules that trigger alerts.
  • Keep up with real-time data analysis and stay up-to-date with the latest information throughout your organization. For example, you can view:

    • The top 10 invoices listing customers and the amount due.
    • The top 20 expense reports by employee or by expense type.
    • The top five bills and vendors costing you the most money.
Maintain global control, while preserving local autonomy.

Give everyone in your organization instant global and local visibility into relevant business data with sophisticated and easy-to-use accounting and financial reporting and analysis capabilities across the entire system.

  • Validate user permissions and access to individual components on the dashboard at a very granular level according to security permission you define. For example:

    • A sales manager can view active opportunities from Salesforce CRM alongside bookings by sales rep and payments by customer from Intacct.
    • An accounting manager in accounts payable can see relevant payment information and bills to approve, and can filter the data for a range of vendor names.
    • Share summary level information with colleagues, without revealing detailed information they shouldn’t see.
  • Enable power users to create dashboards for other employees and limit those employees’ ability to modify data by granting read-only permissions.
  • Choose the fields to display or export, and filter and sort just the data you need using customizable data views.
  • Name and share data views with others, and customize the views to create new displays and reports.
Extend the value of your information.

Easily and cost-effectively integrate a broader set of source data from other business applications to monitor business performance using a consolidated set of dashboards and reports.

  • Include financial data from Intacct along with information from other web services, including popular consumer services like Yahoo! Weather or Google News, or business applications that include Salesforce CRM, or Paychex Payroll and HR systems.
  • Fetch and display data from other applications and processes, such as updates on FedEx shipments, using customizable links.
  • Organize the relevant data sources to manage and analyze your operations and performance all on a single financial dashboard. For example:

    • An ice cream company might include information from weather.com to project how forecasted temperatures are likely to affect daily sales.