Sage Intacct Reporting

Challenge:

Senior living organizations need visibility into financial and operational metrics to make more informed decisions.

Programs, resident care, staffing, and more depend on data visibility for improvement. However, compliance requirements, complex operations, and ever-changing resident needs can make understanding your data difficult. Leaders in senior care are stuck spending hours on manual data analysis to improve efficiencies, all while maintaining high-quality care for their communities.

No need to double-check the numbers or worry about accuracy.

Personalized dashboards leverage real-time information that lets you know what’s happening, right now.

Validation rules ensure the integrity of transactions entered into the system, while multi-dimensional visibility of financial statements ensures accuracy and minimizes errors.

Financial reporting that dives deep into the data.

Sage Intacct’s enhanced dashboards provide critical insights based on real-time information to increase agility and help you respond strategically to current economic conditions.

The software’s tools make it easy with a drag-and-drop design, hierarchical field selection, and automatic conditional formatting, grouping, and subtotals.

Personalized dashboards that transform real-time information into actionable insights.

Analyze real-time data with a built-in reporting dashboard or modify one to suit your requirements using factors most relevant to your nonprofit.

Sage Intacct’s innovative general ledger includes ten predefined dimensions and the capability to add your own dimensions that reflect the unique drivers of your organization.

Detailed accounting reports aligned to your financial, performance, and compliance goals.

Sage Intacct comes with 150 built-in financial reports, along with tools to easily create statements tailored to the needs of your stakeholders.

Compare financial metrics with operational statistics to enable strategic decisions that help improve internal efficiency, program effectiveness, and financial objectives.
Drill down to source transactions for instant transparency, and identify trends and anomalies with powerful visualizations that effectively communicate the data according to your specifications.

Cloud-Based System Keeps Member Data Secure

Integrated data services that facilitate data sharing with external applications.
Robust security features that enable you to set access permissions for credentialed users and groups.

Deep Dive Metrics At Your Fingertips

Over 150 built-in reports as well as customizable dashboards that enable strategic decision-making.
Financial reports and charts based on real-time data from the software’s intelligent GL (General Ledger).
In-depth reporting and activity-specific sub-ledger reports that help you dive deep into distinct business areas.

Customized Based on Your Needs

Custom Report Writer (CRW) features enable you to create tailored reports quickly and easily
Interactive Custom Report Writer (ICRW) tools provide comprehensive lookup and analysis of transactional data, including options to drill down, filter, sort, and expand reports

Simplified Compliance and Regulatory Reporting

Senior care organizations have specific reporting and compliance requirements mandated by regulatory bodies and the Internal Revenue Service (IRS). Sage Intacct’s reporting tools help nonprofits simplify financial and regulatory reporting, ensuring compliance with regulations such as FASB (Financial Accounting Standards Board) and GAAP (Generally Accepted Accounting Principles).

Easy Compliance with Grant Requirements

Senior care organizations depend on grants from multiple sources. Sage Intacct's reporting tools for senior care organizations help accounting teams deliver accurate, timely information to grantors to meet compliance requirements quickly and efficiently.

Greater Transparency

Sage Intacct’s reporting features for senior living organizations increase transparency by providing deep insights into financial data. This helps finance teams easily track revenue, costs, and budget allocations. As a result, leaders can demonstrate accountability to stakeholders and make effective accounting decisions.

Comprehensive Program Tracking

Sage Intacct provides many features and functionalities that help nonprofits track metrics and demonstrate program effectiveness. Tracking features help managers analyze performance, identify areas of improvement, and communicate the impact of programs to funding organizations, donors, and other stakeholders.

Elevate your decision-making process, improve transparency, increase stakeholder trust, and simplify compliance obligations with tailored Sage Intacct training by enSYNC.

Our experts bring extensive knowledge and experience with Sage Intacct reporting to ensure your teams maximize the software’s tools and features. We can help streamline your reporting processes to enable efficient data analysis and detailed report generation through a combination of professional guidance, tailored training, and unparalleled expertise.

“With the timely information we have in Sage Intacct, we’re distributing responsibility across the business and helping people be proactive about their budgets. Our department heads are able to see the impact of any resident revenue loss as soon as it happens so they’re never behind the ball and can make adjustments as needed before we get to month-end."

Alicia Summers

Corporate Controller | Agemark Senior Living

"Before, it would have been impossible to track some of the things we do now — like supplies across departments, supervisor hours versus assistant hours per resident, resident costs compared with their level of care, income from private versus state customers, or dining spend differences between locations."

Alicia Summers

Corporate Controller | Agemark Senior Living

"We went from limping along in our previous environment to being a fast-paced, highly automated finance department with Sage Intacct for both budgeting and accounting. Having these powerful tools in place has been phenomenal in improving our productivity and ability to make better decisions."

Mette O'Connor

Controller | West Harbor Healthcare

"If we spot an issue in overtime or food costs by analyzing budget vs. actuals, we’re able to make changes in real time before a problem gets out of hand. The biggest thing is having data at our fingertips to make informed decisions without looking at 20 different reports."

Mette O'Connor

Controller | West Harbor Healthcare

We understand the unique needs of the nonprofit and senior living sectors and have tailored our software solutions for nonprofit senior care organizations to support long-term growth. Our knowledge-led guidance combined with Sage Intacct‘s capabilities will position you to uplift and improve your senior living organization.

Personalized strategy, configuration, and optimization of your system.
Defined roadmap for implementation guided by a Sage Intacct expert.
Secure data migration.
Partner-led training and user adoption support.
Post-implementation support.

Spotlight on Sage Intacct’s Financial Reporting Features