Tableau Integrates With Sage Intacct for Fresh Perspectives on Finance

By - February 9, 2022

Tableau ranks as one of the leading visualization solutions on the market. It takes raw data and turns it into charts, graphs, dashboards and other visualizations built exactly around what growing companies want to see. Sophisticated, intuitive, and highly customizable, Tableau gives users new ways to see insights, trends, and anomalies within. Companies and organizations of all kinds rely on Tableau visualizations to make informed decisions.

Sage Intacct offers a financial management platform built for growing and mid-sized companies. Designed to be a natural upgrade over introductory accounting solutions like Quickbooks and engineered to replace spreadsheets and manual data entries, Sage Intacct makes accounting simpler yet smarter at the same time. Users have a comprehensive financial toolkit backed by a single-source-of-truth for financial data. It’s the engine of accounting.

Tableau and Sage Intacct are each strong and popular solutions on their own. But together they become a crucial business tool that brings fresh perspectives to finance – with important implications for both accountants and the executives they serve.

How the Tableau and Sage Intacct Integration Works

CData has created the Sage Intacct Tableau Connector: a set of data connectors that allow Sage Intacct and Tableau to share data in real time, driven by a powerful SQL92 engine and complete with full metadata discovery. Setting up the connection is easy. Once established, it moves financial data into Tableau the instant it appears in Sage Intacct. High transfer speeds paired with deep data discovery gives Tableau access to all the financial data within Sage Intacct at the same time that Sage Intacct gains the powerful visualization capabilities of Tableau.

Why the Tableau and Sage Intacct Integration Matters

The nuts and bolts of the connector handle the challenge of translating Sage Intacct data into a format that Tableau can ingest and understand. With that issue resolved, accountants can start turning financial data into a form that’s ripe for analysis and discovery.

Sage Intacct has powerful reporting capabilities that include the means to make visualizations. But they are not on par with something like Tableau that was built to excel at visualizations first and foremost. Much as users may be able to see and learn from viewing financial data inside Sage Intacct, the view comes fully into focus, revealing everything that merits attention, only once Tableau gets involved.

Thanks to the robust connector, users can retrieve whatever data they want from Sage Intacct. And thanks to the powerful visualization creator within Tableau, they can look at that data from new angles, put it in different contexts, and answer questions they couldn’t before. More than just a new prism through which to see financial data, the connection of Tableau with Sage Intacct makes this data valuable like never before because the key takeaways are so visible.

Taking Advantage of the Tableau and Sage Intacct Integration

Here are just two of MANY ways that accountants could utilize the Tableau and Sage Intacct integration:

  • Build a visualization based on customer data that illustrates which locations are strong in sales, which locations are weak, and what customer profiles look like in each location. That one visualization can help to revamp a sales, marketing, or revenue strategy around what the data proves works.
  • Create an executive dashboard with specific metrics displayed as custom-made visualizations that express multitudes of information at a glance. The dashboard can inform every decision the executive makes with KPIs. And since the metrics update in real-time, automatically, the executive always has the latest information at their disposal.

There’s no doubt that Tableau works better with Sage Intacct and vice versa. RSM can help you get started with Sage Intacct and use integrations – to Tableau and much more – to transform your business for the better. Contact us to explore the next steps.

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