Sage Intacct

Sage Intacct Reporting Templates

Sage Intacct is the leading provider of cloud-based financial management software. We help some of the world’s largest organizations—including more than 3,000 public companies and over 1 million midmarket firms—to manage their accounting and finance in one unified system. With Sage Intacct, you can focus on what matters most: your business.

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Actiondesk
Sage Intacct
Sage Intacct

Actiondesk is a spreadsheet interface that connects to Sage Intacct and your other data sources so you can build live reports.

Put your Sage Intacct reports on a spreadsheet

Use our pre-built Sage Intacct templates to get started quickly. Or you can start from scratch - integrating a data source takes only 2 minutes.

Or, if you have your own use case in mind...

Start building your Sage Intacct report

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Connect your Sage Intacct data live

Actiondesk connects to Sage Intacct and any other external data sources or your internal database. You can import your data live in a table, no csv exports required.

Build reports like Google Sheets

Actiondesk's spreadsheet interface works like Google Sheets or Excel. You can use basic formulas, build pivot tables, charts, graphs, and dashboards. Nothing to learn.

Slack and email digest

With Actiondesk, you can automate your reports over Slack or Email. That way, your whole team stays on top of everything.

Edmit founder

“Having the power of a spreadsheet with the ability of importing data from multiple sources that automatically refresh has instantly solved all of our reporting problems”

Beth Goulet, Director of Revenue Operations @Edmit

Read Beth's Story
Jphn Hubball

Super easy setting up Actiondesk to read our data tables, and now I can do everything inside a spreadsheet without having to bug our dev team.

Josh Hubball, Founder @Level Frames

Read john's Story
Romy Lynch

I love the spreadsheet feel because I can try and test different things, run small scale analyses and access all of my SQL data - live.

Romy Lynch, Co-Founder @Mona

Read Romy's Story

Want to combine data from Sage Intacct and other data sources?

Actiondesk can easily blend data from different data sources in a single, unified spreadsheet report.

TouchBistro
Toast POS
Square
Sapaad Pte Ltd
Revel Systems
QuickBooks POS
Poster POS
Poster POS
Miva Merchant
Lavu
Korona
FastSpring
Erply
Clover
Miva Merchant
Lavu
Korona
FastSpring
Erply

Read more on Sage Intacct and Actiondesk

How To Connect Sage Intacct To Google Sheets

Follow our step by step guide to import Sage Intacct data automatically into Google Sheets using an Apps Script. Alternatively