CategoriesSage BI

How to Connect Your Financial, Accounting, and Cash Management Data with SAGE BI

1. The Multi-Source Reporting Puzzle

Do you manage cash flow, accounting, or financial control?
Then you probably know the daily struggle of exports, endless Excel® files, and never-ending updates.
When data comes from multiple systems (accounting software, treasury tools, expense apps…), consolidation quickly becomes a real challenge:
• Time wasted,
• Higher risk of errors,
• Lack of responsiveness in financial communication.
And yet, management demands more accuracy — faster than ever.
So how can you connect everything without adding complexity?

2. The Challenge: Automate Without Losing Control

The goal is clear:
• Reduce manual handling,
• Connect data sources (treasury, accounting, internal management, etc.),
• Automatically update dashboards,
• And ensure reliable analysis while maintaining full data control.
But few solutions combine simplicity, compatibility, and performance within a familiar environment for finance teams.

3. The Solution: SAGE BI — Connecting All Your Financial Worlds

With SAGE BI, all your financial, accounting, and treasury data syncs in real time within your reports.
Connected directly to your business environment, the solution allows you to:
• Automate data collection from multiple sources,
• Create customized dynamic dashboards,
• Centralize report sharing via a collaborative portal,
• And eliminate manual tasks with modules like SAGE BI Automate.
The interface is based on Excel®, so your teams keep their habits — while gaining power, accuracy, and reliability.

4. Tangible, Measurable Results

Finance departments that have implemented SAGE BI report:
• ⏱️ Significant time savings in report production,
• 📊 Improved reliability of dashboards,
• 🔄 Instant updates thanks to real-time connections,
• 🌐 Easier report sharing across departments — even without local software installation.
The solution’s simple, fast integration allows users to become autonomous within weeks.

5. Business Intelligence That Grows with Your Company

Beyond reporting, SAGE BI becomes a true management foundation:
• Finance and treasury teams gain agility,
• Managers get a consolidated, up-to-date vision,
• And analysis turns into a decision-making tool rather than a repetitive task.

6. Conclusion: Data Serving Performance

Connecting your financial tools is no longer optional — it’s a key efficiency driver.
With SAGE BI, Business Intelligence integrates seamlessly into your daily operations, transforming processes, securing decisions, and giving time back to your teams.

💬 Want to see SAGE BI in action?
We help companies implement reporting solutions connected to their SAGE management tools.
👉 Contact us for a personalized demo.

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