Connect Power BI to Sage 50 Accounts

“Insights for Sage 50 Accounts” is a software connector and suite of templates for anyone wanting to connect Power BI to Sage 50 Accounts.

Two powerful options are waiting for you:

New Forever Free “COVID-19 Response” Version

Acccounts Receivable for Sage 50 Accounts. Free Sage 50 Accounts ODBC connector and ready-made Power BI Desktop report. Fully functional. Single company dataset for Accounts Receivable and Accounts Payable reporting.
Full Version (from £600 p.a. plus initial set-up)

Create multicompany reports from the complete set of your Sage 50 Accounts data. Suitable for detailed Profit & Loss, Budget Variance, Balance Sheet, Cash Flow, Accounts Receivable and other reports. Full 24-month’s rolling history, plus any older but still-outstanding transactions. Suite of templates available, training and customisation services.

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Make your Sage 50 reports better.

Example Profit & Loss Report page

Example Receivables Report page

The Accounting Insights, Sage 50 Accounts, connector

The Accounting Insights connector runs alongside your Sage 50 Accounts system and maintains a SQLite database of your Sage 50 data that you can add as a data source to your Power BI reports. The connector enables:

Automation of your Power BI reports from Sage 50 Accounts. The connector acts as a user in your Sage 50 Accounts system and extracts the data into an external database that Power BI can interrogate. It allows you to schedule up to eight daily, automated report refreshes by the Power BI service, without you having to login to Sage and manually connect to your data.

Exclusion of old Sage 50 Accounts data. It could be that your Sage 50 Accounts system contains data that go back for many years. You typically don’t want to analyse very old accounting data in Power BI and if you have these data in your dataset, then all they will do is clog up your solution. The Accounting Insights connector for Sage 50 Accounts maintains a database of the last 25 months’ transactions (the current month and the previous 24 months), plus just the “Outstanding” older transactions and any future transactions. This gives you a complete dataset to report this year vs last year, without being unnecessarily large.

Multi-company reporting. If you have many companies set up in Sage 50 Accounts, you may want to pull many of these companies’ data into Power BI. The Accounting Insights connector for Sage 50 enables you to connect to multiple Sage 50 companies. To facilitate multi-company reporting, it adds a unique company key column to each table. It also reads all of the company-specific settings such as the financial year and chart of accounts.

Easy access to your Sage 50 accounts data from Excel and other business intelligence solutions. Just as the Accounting Insights connector for Sage 50 Accounts enables connectivity from Power BI to your Sage 50 data, then so does it allow access from Excel, Tableau and other reporting solutions.

Power BI templates for Sage 50 Accounts

Getting your Sage 50 Accounts data into Power BI is one thing. It is another thing to transform your data into a useful Power BI dataset and yet one more thing to turn this dataset into a meaningful and accurate report for your business.

Our Power BI templates for Sage 50 Accounts do this heavy lifting for you, saving you many weeks work, yet still leaving you free to customise them and end up with your reports just as you want them.

They transform your Sage 50 Accounts data into a reporting-ready dataset with the following tables:
- Dimension tables
  - Company – your Sage 50 company defaults, such as year-end month, default chat of accounts etc..
  - Currencies
  - Customers
  - Dates – a ready-to-go dates table set to your financial year
  - NominalRecords – your GL accounts and their reporting hierarchy
  - Stock – your stock information
- Transaction (“Fact”) tables
  - SalesOrders – a table of your sales orders and their line items
  - SalesInvoices – a table of your sales invoices and their line items
  - PurchaseOrders – a table of your purchase orders and their line items
  - Transactions – a table of all of your posted financial transactions and their line items

A collection of measures tables with pre-built measures for your reports
You receive a free basic template when you register for a free trial of Accounting Insights for Sage 50 Accounts. This includes the above tables and sample report pages covering:
- Sales
- Receivables
- Product Sales
- Sales Orders
- Purchase Orders
- Profit & Loss
Additional premium templates are available for:
- Advanced Profit & Loss
- Balance Sheet
- Receivables & Collections

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Your own custom Sage reports

Using the Sage 50 Accounts connector and our Power BI Desktop templates you can create your own custom reports very easily (or we can do this for you very efficiently).

Pricing

The costs of Insights for Sage 50 Accounts are as follows:

Connector subscription – from £600/year per company (multi-company discounts apply)
One-time template fee – from £600