Transform financial reporting with Sage Intelligence

Many finance and operations teams struggle with manual reporting, disconnected data, and limited visibility across the organization. Sage Intelligence solves these challenges by transforming raw Sage ERP data into decision-ready insights—directly within Microsoft Excel. As a flexible reporting and analytics solution, it provides immediate access to prebuilt reports and dashboards without leaving your Sage environment. The result is faster reporting, greater control over your data, and the confidence to act quickly on both opportunities and challenges. These reporting advantages build on the broader Sage 100 capabilities that support finance, operations, manufacturing, and distribution.

Sage Intelligence is a reporting and analytics solution built for Sage ERP systems, including Sage 100. Sage Intelligence is part of a broader ecosystem of Sage 100 integrations that extend reporting, financial management, and operational visibility. With Sage Intelligence, users can access pre-built online financial reports and dashboards that can be viewed, edited, and refreshed directly in Excel:

• Pre-built reports and interactive dashboards in Excel
• Customizable reporting with drag-and-drop design, formulas, graphs, charts, and slicers
• Ability to create new reports from scratch or modify existing ones

For an additional cost, Sage Enterprise Intelligence (SEI) extends these capabilities by adding real-time business intelligence through web- and mobile-based access. While Sage Intelligence focuses on Excel-based reporting and customizable dashboards, SEI enables organization-wide KPI and performance monitoring from anywhere.

Sage Intelligence includes several modules to support different reporting needs:

Sage Intelligence lets users analyze and edit data directly in Excel. The Report Designer provides a drag-and-drop interface to build or customize reports while leveraging Excel functionality. This includes pivot tables, formulas, charts, and slicers. Users can modify financial statements, drill into transactions, or create new reports tailored to their business needs.

Sage Intelligence provides a bird’s eye view of your business while maintaining the ability to easily drill into detailed data for better decision-making:

• View and analyze data quickly with interactive dashboards, filtering, and drill-down capabilities
• Consolidate information across multiple sources and databases using the Connector module, with options for customized data containers
• Support multi-company and multi-currency environments
• Maintain control of your business data with customizable financial reports
• Manage permissions and access with Report Manager

This level of visibility gives finance and leadership teams greater control of their business and confidence in essential data.

Sage Intelligence is ideal for small to mid-sized businesses using Sage software who want immediate access to business data and to gain control of operations. Additionally, organizations with multiple entities use Sage Intelligence reporting to consolidate information, manage multi-currency reporting, and deliver consistent financial reports.

For finance teams, Sage Intelligence automates month-end financial reports and financial statements, reducing manual effort while providing immediate access to pre-built reports in Excel. Finance can also compare actuals to budgets and forecasts, filter and aggregate data, and generate new reports or additional reports to identify trends and make better decisions. Lastly, drill-down functionality ensures leaders gain instant insight into performance metrics.

For executives, Sage Intelligence delivers ready-to-use reports and dashboards that provide a high-level view of revenue, expenses, cash flow, and key performance indicators. Leaders can quickly analyze trends, drill into underlying details when questions arise, and gain immediate insight into business performance. This enables faster decisions, mitigates risk, and supports strategic growth initiatives.

• Distribution: Track inventory turnover, sales orders, and procurement costs across warehouses, with drill-down reporting to improve margins and demand planning.
• Manufacturing: Monitor production KPIs, material costs, and labor efficiency, comparing actuals to budgets to identify variances and improve profitability.
• Retail: Analyze sales performance, inventory levels, and customer trends across multiple locations to optimize stock, pricing, and promotional strategies.

1. How much does Sage Intelligence cost?
   Sage Intelligence pricing depends on your Sage ERP, number of users, and reporting needs. Core functionality—including Report Manager and Report Designer—is included. Meanwhile, advanced capabilities like data consolidation with the Connector module or real-time access through Sage Enterprise Intelligence (SEI) are available at an additional cost. To ensure you only pay for what you need, a Sage partner can assess your environment and provide accurate pricing.
2. Which Sage ERP software does Sage Intelligence work with?
   Sage Intelligence integrates with Sage ERP solutions, including Sage 100, Sage 300 and Sage X3. Because it’s built specifically for Sage, it understands your ERP data structure out of the box. As a result, it eliminates complex data modeling and accelerates time to value.
3. Do I need advanced Excel skills to use Sage Intelligence?
   No. Sage Intelligence is designed for finance and operations teams—not data scientists. Most users start with pre-built reports and dashboards that can be refreshed, filtered, and shared with minimal training. However, power users can go further. Familiar Excel tools like pivot tables, formulas, and charts make it easy to customize reports without learning a new interface.
4. How does Sage Intelligence compare to Microsoft Power BI?
   Sage Intelligence is built for Sage ERP reporting. As a result, it’s faster and easier to deploy than Power BI for financial and operational reporting. Power BI often requires data modeling, connectors, and ongoing IT involvement. In contrast, Sage Intelligence delivers ready-to-use Sage reports directly in Excel. For teams that want reliable financial reporting without added complexity, Sage Intelligence is the more efficient choice.
5. What’s the difference between Sage Intelligence and Sage Data & Analytics?
   Sage Intelligence focuses on Excel-based financial reporting, statements, and operational analysis using Sage ERP data. Sage Data & Analytics (SD&A), on the other hand, is a cloud-based BI platform. It’s designed to combine Sage and non-Sage data into centralized, web-based dashboards. Because of this, organizations often use Sage Intelligence for structured financial reporting and SD&A for broader analytics. To explore both options, read our Sage Intelligence vs. Sage Data & Analytics comparison.
6. Can Sage Intelligence handle multi-company or consolidated reporting?
   Yes. With the optional Connector module, Sage Intelligence supports multi-company and multi-currency reporting. This allows organizations to consolidate data across multiple entities. At the same time, it maintains consistency, accuracy, and control—without relying on manual spreadsheets.
7. Is Sage Intelligence a good fit for growing businesses?
   Yes. Sage Intelligence is ideal for growing organizations that need better visibility without adding complexity to their reporting. It delivers immediate value with pre-built reports. Additionally, it scales with growing businesses, making it a smart long-term investment for Sage ERP users.
8. How do I get Sage Intelligence?
   Sage Intelligence is available through authorized Sage partners. Typically, it’s added to your existing Sage ERP, such as Sage 100 or Sage 300. First, a partner reviews your reporting goals, data structure, and user needs. Then, they recommend the right modules and handle setup, configuration, and training. This approach ensures Sage Intelligence is deployed correctly and delivers value quickly.

Sage Intelligence is a flexible analytics solution built for Sage customers who want immediate access to accurate business data. From ready-to-use reports to advanced consolidated information, Sage Intelligence delivers instant insights. For Sage 100, Sage 300, and other Sage ERP solutions, Sage Intelligence offers full control, visibility, flexibility, and confidence to save time and make better decisions. Discover how Sage Intelligence can simplify your reporting process and provide instant insights. Contact us to schedule a demo or talk to a Sage solution expert today.