Small biz reporting comparison - sagedl

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Sage Intelligence Reporting Cloud Fathom. CrunchBoards ... business intelligence is a must for businesses wanting to ...
Sage Intelligence Reporting Cloud

Fathom

CrunchBoards

Spotlight

Unlike manipulating spreadsheets, where you need a degree in Excel, slicing and dicing your data in CrunchBoards is easy, effortless, and beautifully presented. And most importantly, you can view it the way you want it to be!

Making informed decisions based on business intelligence is a must for businesses wanting to achieve better results. Spotlight Reporting provides both clarity and actionable insights to help your business succeed.

Startup and small business owners and advisers Primary customer

Overview

Accounting products available for

Whether it’s keeping track of who owes you money, what your best and worst selling items are, how your sales reps are doing in comparison to one another, or keeping your team abreast of your business goals and achievements, Intelligence Reporting helps you create reports that mean something to your business!

Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth, and other key performance indicators (KPIs).

 Sage One, Sage X3



QuickBooks, Xero, MYOB



QuickBooks, Xero, MYOB, manual,



QuickBooks, Xero, MYOB, Google Analytics, WorkflowMax

 South Africa, Australia, Malaysia



Australia, United States of America, United Kingdom



Available in over 90 countries



New Zealand, Australia, United Kingdom, United States of America, Canada



All currencies



All currencies



20 online “boards,” which reflect industry verticals using financial and nonfinancial data. Examples: Actual vs. Budget, Departmental Balance Sheet, Benchmarks



Online and PDF reports: Executive Summary, Balance Sheet Analysis, Chart Gallery, Profit and Loss, Cash Profiler, KPI Scorecard, Nonfinancial Analysis

Countries available in

 Coming soon: United Kingdom, United States of America, and France

Multicurrency support

 Available in Excel and not online



All currencies





Online reports: financial and nonfinancial profitability dashboards, KPI benchmarking, cash flow, comparisons and consolidations

Online reports:

Balance Sheet, Assets and liabilities, Profit & Loss Standard reports



Excel reports:

Profit & Loss, Balance Sheet, Sales Year vs. Year Dashboard, Sales Dashboard, Sales by Customer



Additional templates

Report customisation

Online: coming soon

X

 Excel: Profit & Loss, Statement of Assets and Liabilities

 Edit rows, columns, and branding in online reports



Customise or create own KPIs to track and customise branding

 Full customisation in Excel



Customisations can be saved for future use

 Customisations can be saved for future use

Creating new reports

Drilling down

 Ability to create custom reports from scratch online and in Excel using the report designers

 Available in Excel reports

X



Drill down into alerts to investigate performance



Up to 200 companies



Can share access to the reports and dashboards with your team or clients



Cost metrics



Growth in cash flow



Profit and loss



Income by sources



Income metrics



Reports can be personalized to suit your business—based on available reporting options

X



Reports are customisable



Customisations can be saved for future use





Ability to create own charts



X

 Coming soon to online reports

Multicompany reporting

 No limit on number of companies



Can share Excel reports and automate with Windows Scheduler



Online reports can be exported and imported

Sharing and distribution

X



Boards can be shared with others in your business



Up to 50 companies



Shared online or distributed as PDF

Budgeting

 Budget extraction possible (company actual vs. budget)



In-product tour





 Plenty of how-to and overview videos, recorded and live webcasts, webcasts, phone and email support



Resources and support

Trial

No trial available

14-day trial available

14-day trial available

28-day trial available

From $39USD to $280USD per month depending on number of companies. Unlimited users for all plans.

$49.99USD per month with unlimited users.

$99USD per month for up to 6 companies. Additional companies are $14USD each.

Price

Currently available to Sage One and Sage X3 customers at no cost.

Custom budgeting is available

Overview video, live webcasts, online, email and phone support

X

X



X



How-to videos and guides, online support, in-app messaging

*All information contained herein was sourced from various public domains and is to the best of our knowledge valid and accurate.



How-to-videos, recorded and live webcasts, personalised online support