EIB FINANCIAL ANALYTICS FOR SAGE X3

A cohesive, enterprise-class solution

Featuring integrated functionality for financial management, sales, customer service, distribution, inventory, and business intelligence. Sage X3 really is one of the most comprehensive business management solutions on the market, especially for businesses in the distribution, manufacturing, and services industries…

Sage X3 really does seem like a complete ERP system…and it is, almost. But imagine if you could enhance the output of your accounting system even further, through the automation of all your financial reporting and auditing of all your data back to transactions in Sage?

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

Full auditing, full traceability, guaranteed accuracy.

Full auditing, full traceability, guaranteed accuracy.

Now you can, with EiB Financial Analytics for Sage X3, a revolutionary BI solution developed to work in harmony with your ERP software, and transform your business’ financial reporting process, all from within Excel.

Removing all risk from manual error

 and proven to reduce reporting time by up to 6 days each month, EiB Financial Analytics for Sage X3 encompasses financial reporting, operational reporting, dashboards and budgeting & forecasting, and can even be tailored to meet the demands of your highly customized Sage X3 application.

So if your management team want to simply focus

 on period end financial results and be relieved from the burden of manually creating, collating and maintaining multiple spreadsheets, EiB Financial Analytics for Sage X3 is the only Management Information tool on the market which can help you to achieve that, and all without leaving Excel!

EiB All Accounting Systems Page - Profit and Loss Trend - 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

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

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.

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

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

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

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

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

Multi-Currency Module

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

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

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

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

Don’t Let Bad Data Dictate Your Business’ Destiny, Take Control Of Your Management Information With Our High-Performance Financial Reporting Solution, Developed Specifically For Sage X3 Users.

To learn more, contact us at

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