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.
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