Discover how a bimodal integration strategy can address the major data management challenges facing your organization today.
Get the Report →Live data access from Sage Intacct to Microsoft Excel
Unlock your data initiatives with live access to the data users need within any app or platform.
Provide safe, governed access to the data your teams need in a no/low-code interface, so they can access live data within the app, tool, or spreadsheet of their choice, accelerating analytics, business intelligence, and reporting.
Sage Intacct:
Sage Intacct is a cloud-based financial management software designed for small to mid-sized businesses. It offers comprehensive features for accounting, budgeting, and reporting, allowing users to streamline their financial processes and gain real-time insights into their company's performance. With its user-friendly interface and customizable dashboards, Sage Intacct helps businesses make informed decisions and drive growth.
Microsoft Excel:
Microsoft Excel is a powerful spreadsheet program that allows users to organize, analyze, and visualize data in a user-friendly interface. With features such as formulas, charts, and pivot tables, Excel is widely used in business, finance, and academia for tasks ranging from budgeting and forecasting to data analysis and reporting.
Discover, blend, and access data from Sage Intacct in Microsoft Excel
No more downloading, wrangling, and uploading spreadsheets ever again! Connect Spreadsheets is the easiest way to get all your live data in your spreadsheets. Just connect to Sage Intacct, select the dataset you’d like to see, and import it into your spreadsheet. Schedule data refreshes, or click “Refresh” at any time to always get the latest version of data available.
- Work with live Sage Intacct data in spreadsheets that updates as soon as the source system does, no data movement required
- Consolidate from many sources into a single source-of-truth dashboard that others can view, collaborate on, and use in spreadsheet form
- Create no/low-code queries to filter and find the Sage Intacct data you want in your spreadsheet without ever leaving the app.
- Set a schedule for Connect Spreadsheets to update the data in your spreadsheet at certain times, so you know your data is always complete and accurate without needing to download, manipulate, and reupload every time you want to check a dashboard.
Access Sage Intacct in Excel
Sage Intacct to Microsoft Excel Features
1. Install the add-in
Available in the Google Workspace Marketplace and Microsoft AppSource.
2. Create a free account
Get started in minutes — no credit card required.
3. Connect to your data
Set up your connections to more than 250 sources, powered by CData.
4. Get your data
Select your data and see it in your spreadsheet at the click of a button.
Access live Sage Intacct data in other popular tools
No complicated data movement, ETL, or data integration required. Enable access to data directly from the data systems you already use. Select your preferred tool below to learn more.