Sage Intelligence provides Accounting customers and accountants with additional reporting options in the cloud and in Excel. With Sage Intelligence you can quickly create dynamic financial reports, securely accessing your company data via your Accounting account.

Sage Intelligence accesses Accounting data and delivers it in customizable online and Excel reports. These reports are always linked to the data source, so they don’t need to be recreated when they’re needed, simply rerun.

A Microsoft Office 365 subscription is not mandatory to use Sage Intelligence. You just need access to Excel 2013 or above.

If you are working in the online reports you will only login to one company at a time, but if you have loaded multiple companies when running an Excel report you will be able to flip between these companies, but to access additional companies you will need to logout and choose the relevant company.

Sage Intelligence loads data from Accounting directly after you sign in. Any changes made within Accounting after you sign into Sage Intelligence will not reflect within your report until you sign into Sage Intelligence again.

Currently only financial information is available, we are working to bring more types of data to Sage Intelligence in future.

Be sure to check out the help resources by clicking on the help icon once signed into Sage Intelligence where there are step by step guides on how to design different reports. Alternatively take a look at our Learning Portal for a number of short videos, documents and webcasts.

Your online report layouts can be saved and stored in the “My Reports” tab in Sage Intelligence, whereas your Excel reports will need to be sorted on your desktop, or a secure file repository of your choice.

You have the option to either download your report to Excel or create a PDF of your report which you can then send to someone else. You do also have the option of exporting your report layout and sharing this with someone and they simply need to import the report on their side.

• Excel 2013 or later.
• A Accounting account.
• Internet Explorer 10 or above.

There are a number of resources available for you to reference on the Sage Intelligence Learning Portal alternatively you can contact Accounting support for assistance.

Sage Intelligence is an online reporting app which allows accountants and business owners to easily report off Accounting data. With Sage Intelligence you can quickly create dynamic financial and operational reports within the familiar experience of Excel 2013 and Excel Online. Securely access your company data via your Accounting account and insert it to Excel reports. Automatically refreshing your reports in Excel saves you hours each month and allows you to deliver more value to your customers.

Do you find yourself using Microsoft Excel within your reporting process due to the flexibility it offers you? Are you frequently exporting data into Excel and formatting it repetitively in order to analyse is easier? Sage Intelligence offers you a full Excel reporting experience where you can create reports and analysis dashboards with Accounting data once and then simply refresh them with fresh data whenever you need, instead of having to start over as is common with Excel exports.

Sage Intelligence reports are purely Microsoft Excel based, giving you the flexibility to change every aspect of your reports to suit your reporting needs. The better you know Excel, the more value you will get from using Sage Intelligence.

Cloud software products are available for use at any time, from anywhere without needing to worry about I.T. requirements for installation, maintenance, backup and upgrades. Sage Intelligence allows you to focus only on what really matters to you, creating and viewing business reports which empower you to make better business decisions.

You must use your Accounting credentials.

As you use the same credentials for both Sage Intelligence and Accounting, you can use the ‘Forgot My Password’ process on the Accounting website.

Yes, absolutely.

No, Sage Intelligence does not store your data outside of Accounting, when you sign in your data is temporarily held in-memory on the Sage Intelligence server which is secured within the same data centre as Accounting. Once you sign out of Sage Intelligence or your session expires your data is cleared from the temporary in-memory holding area ensuring your data only lives in one place – inside Accounting.

A Microsoft Office 365 subscription is not mandatory to use Sage Intelligence. You just need access to Excel 2013.

No, Sage Intelligence only works on Excel 2013 and later. This app relies on the new Microsoft ‘Apps for Office’ platform which is not available with prior versions of Excel.

Not necessarily, you will only need Excel 2013 to use Sage Intelligence but if you only want others to view your reports then they can use Excel 2007 and 2010 to view the reports. Bear in mind users of older Excel versions won’t be able to see some of the newer features of Excel (like Slicers and Timeline).

Instead of having you build reports from scratch we feel it is important to offer pre-created reports within a master Excel workbook which you can use immediately. These reports also serve to help you understand how to use Sage Intelligence to build your own reports. In addition to this, the app relies on the master Excel workbook for certain settings such as currency and decimal separators.

No, currently this is not possible, you will need to sign out and sign back in to choose a different company. We have future plans to make this process easier.

Sage Intelligence loads data from Accounting directly after you sign in. Any changes made within Accounting after you sign into Sage Intelligence will not reflect within your Excel report until you sign into Sage Intelligence again.

Currently only financial and sales information is available, we are working to bring more types of data to Sage Intelligence in future.

Be sure to check out the help system by clicking on the help icon once signed into Sage Intelligence there are step by step guides on how to design different reports.

The Excel undo function currently does not support undoing of Apps for Office, we have asked Microsoft to change this as soon as they can!

It’s completely up to you, we recommend saving them safely as attachments within Accounting. Alternatively you can store them within Microsoft OneDrive or just save them securely on your own PC.

You have a few options:

• Simply send them the Excel workbook with your reports inside.
• Save specific worksheets within the workbook as PDFs and send them.
• Upload the Excel workbook to Microsoft OneDrive and share it with them from there.

No, there are difference in the experience between Excel desktop and Excel Online. In the desktop version of Excel you can view reports and enjoy Excel’s full design and analysis capabilities. With Excel Online you can view and analyse your reports. Below is a breakdown of what is available in each:

• A Microsoft Account to acquire access to the app from the Microsoft Office app store.
• Excel 2013 or later.
• A Accounting account.
• Internet Explorer 10 or above.

Yes, just like Accounting, Sage Intelligence is online tool which requires an internet connection to access.

When you sign in and look at the workbook you are not using any bandwidth, it is only when you insert lists and formula’s that you start using up bandwidth – the amount of this bandwidth is variable based on how large your lists are.

Currently Sage Intelligence allows you to access Sales data from Accounting.

No, use of Sage Intelligence is currently included within your existing Accounting subscription.

As Sage Intelligence is a cloud product, upgrades will happen automatically for you. We’ll let you know when new features have been added.

There is a comprehensive online help website which you can access inside Sage Intelligence by clicking the Help icon. The website contains explanations and how to guides.

Your reporting data will not update automatically when others view it due to security reasons, if you would like others to have access to the latest data inside an Sage Intelligence Excel report you have provided them, they will need to sign into Sage Intelligence using an account which has permission to view your company on Accounting.

Existing BIC reports cannot be run using Sage Intelligence however where possible you may be able to take your existing Excel reports and link them up to the formulas or data tables which Sage Intelligence uses to provide data from Accounting.

No, Sage Intelligence is designed to only read data from your Accounting account, it does not write data back to your account.