EiB FINANCIAL ANALYTICS FOR SAGE 200

Recognised as one of the leading ERP solutions on the market

for small and medium-sized businesses, Sage 200 is scalable, adaptable and simple to implement, enabling effective management of all business processes within a single system – from finance to CRM.

But imagine if you could enhance the capability of your accounting solution even further, by automating all of your financial reports and analyses from your Sage 200 application, and all without leaving Excel..

EiB Financial Analytics for Sage X3 – Mac book projecting bar graphs

Full auditing, full traceability, guaranteed accuracy.

That is all now possible, and a lot more too

with EiB Financial Analytics for Sage 200, a high-performance BI solution that works in seamless collaboration with your Sage accounting solution, to revolutionise the financial reporting process.

Priced per module so that cost-effective solutions

can be provided for very small companies and charities right through to multi company, multi-currency complex deployments, EiB Financial Analytics for Sage 200 allows your management team to simply focus on period end Financial results and removes the burden of manually creating, collating and maintaining multiple spreadsheets.

Starting at automating and delivering comprehensive Financial reporting

for just one legal entity, the solution can be extended to providing Dashboards and Budgeting & Forecasting and (where applicable) consolidated reporting.

EiB Sage 200 Page - laptop

WHAT’S INCLUDED?

The solution comes with the following modules as standard:

Financial Reporting Module

Provide multiple forms of P&L (e.g. Management, Statutory or Bank), Balance Sheet and Trial Balance analysis for comprehensive Cost Centre and/or Departmental comparisons.

Analyse your business over the last 5 years, by annual, quarterly or monthly comparisons.

Fully investigate Actual v Budget comparisons and comprehensively audit your data, by drilling back to the underlying transactions in Sage behind any number.

EiB All Accounting Systems Page - Profit and Loss Trend - Microsoft Surface Pro

Cross Company Reporting Module

Report by each of your companies with ease.

Compare and contrast across all or selected companies in a single report.

Consolidate your companies how you need to. Create hierarchic and intermediate consolidations not available in Sage e.g Regions, Manager Groupings etc.

EiB All Accounting Systems Page - Profit and Loss by Company - Apple Ipad

Dashboarding Module

Fully dynamic data visualisation. Allow the user to control interactive dashboards from multiple data sources.

Charts designed and inspired by leading industry visualisation experts with additional charts not available from standard Excel.

Dashboards are native to Excel so can be opened without needing EiB installed.

EiB All Accounting Systems Page - Profit and Loss Trend - Laptop

SQL Reporting Module

For non-Financial information in Sage 200 e.g. Product and Customer analyses or from other external SQL applications in your organisation.

Connect directly to Sage tables or views to create interactive reports such as Aged Creditors and Aged Debtors.

Create fully interactive, dynamic reports from SQL tables and SQL views of data created by you and/or 3rd Parties, in Excel.

EiB All Accounting Systems Page - Product Analysis By Customer - Ipad

Report Distribution Module

Email, save or print all of your report packs at a touch of a button. Send via email or cloud storage services e.g. OneDrive or Google Docs.

Fully automate distributions of monthly report packs to your managers, by removing the need to manually create reports and subsequent emails.

Create offline reports for users without connection to your EiB server, whilst maintaining report drilldown features.

EiB All Accounting Systems Page - Detailed P&L - Surface Pro

Budgeting and Forecasting Module

Add any number of additional budgets and forecast versions through simple Excel importation features.

Report from budgets stored in your Sage application, or loaded directly.

Full actual v budget v forecast consolidation, reporting and dashboarding.

EiB All Accounting Systems Page - Actual v Budget v Forecast Analysis - Ipad

Multi-Currency Module

Have full control and input of all exchange rates required by period.

Consolidate and report multiple companies with different base currencies to a common reporting currency.

Convert sections of your P&L and Balance Sheets at different exchange rates e.g. Period End, Average, YTD Average.

EiB All Accounting Systems and Analytics In Your Industry Page - Full P&L With Exception [...] - Laptop

Let us help you to improve your business’ efficiency, with our high-performance BI solution, built specifically for Sage 200.

To learn more, contact us at

+44 (0) 20-7788-7671 or email at [email protected].