Unlocking the Power of Excel for Sage Intacct Reporting

Wednesday, May 28 | 2:00 pm - 3:00 pm EST
Online Webinar

While modern cloud-based ERP solutions offer robust reporting tools, adapting to these tools can be challenging. Out-of-the-box reporting may also fall short, particularly when addressing donor-specific reporting requirements. 

Join JMT and our partner Velixo for a complimentary webinar to explore the powerful capabilities of Velixo, an Excel-based reporting solution that seamlessly integrates with Sage Intacct. With Velixo’s bi-directional integration, users can effortlessly generate reports in a familiar Excel environment while also pushing data directly into Sage Intacct. More than just a reporting tool, Velixo helps streamline accounting operations, improving efficiency and financial visibility.

Learning Objectives: 

  • Learn why out-of-the-box reporting tools may not fully meet donor-specific and financial reporting needs, and explore the challenges of adapting to built-in ERP reporting solutions. 
  • See how Velixo’s bi-directional integration enables users to generate dynamic reports in Excel while also pushing data back into Sage Intacct for improved financial management.  
  • Explore how Velixo simplifies financial reporting, improves data accuracy, and boosts productivity by leveraging the familiarity and flexibility of Excel and its bi-directional integration with Sage Intacct.

Program Level: Basic
Prerequisites: NONE
Advanced Preparation: NONE
Webinar: Yes

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Event Tags: CPE Webinar, Webinar, Velixo