This guide helps Sage users overcome common financial reporting challenges such as IT dependency, manual processes, slow customization, and limited data integration. It compares Sage’s native tools with connected reporting solutions like Spreadsheet Server, which automates workflows, integrates multiple data sources, and enables real-time insights directly in Excel. The guide outlines key vendor questions around reporting needs, workflow automation, security, scalability, and product development. A case study of Family Resource Home Care shows how using Spreadsheet Server with Sage Intacct cut month-end close times by 50% while improving data accuracy and trust.

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