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If your business has access to meaningful reports, you are more equipped to understand performance and make adjustments where needed.  Real-time information and better reports give you the power to make faster, more informed decisions. Small business accounting software just can’t deliver that type of visibility. 

We get it. We know how difficult it can be to access the information you need to make those strategic business growth decisions. In today’s environment, maybe you’re working remotely and need instant access to the latest information on where your business stands. 

 These are some of the most common reporting automation challenges we’ve come across:

  • Meeting regulations like SOX, SOC1, SOC2 and ISO
  • Overall compliance reporting
  • Manual reports are taking too much time  
  • Reports are sitting in Excel and quickly becoming outdated

Reporting automation for real-time reporting

  • No access to vital reports like cash flow, customer receivables aging, opportunity pipeline, inventory valuation and sales analysis
  • Lack of real-time data and inability to report across business areas
  • Can’t confidently make data-driven decisions

Reporting automation made easy

Small Changes, Big Impact: Steps to Reporting Automation and Integration

You’ve probably heard the term digital transformation - but you might be wondering what it means, and even more so, what does it mean for your business. Think about it like this: You are likely overwhelmed with decisions more than ever - and looking at new ways to do business to bounce back from a changing world. That can seem like too big an obstacle to take on – but it doesn't have to be that way. 

Digital Transformation eBook

Get our free Understanding Digital Transformation eBook to learn how technology can enable new ways to do business, build resiliency, and help you operate more efficiently.

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digital transformation ebook

Explore Our Blog

Explore These Reporting Blog Posts

Poke around these brief, informative posts about reporting automation challenges and how to overcome them. You’ll find lots of free resources, too.

Expense reportingWhy Expense Reporting Doesn’t Have to Be…Well, Expensive

Spreadsheets like Microsoft Excel can be a cost-effective way to track your employees or business expenses, but without an employee portal, they may still require paper receipts that can be lost or misplaced. 

Check out this blog to learn the benefits of offering your employees a web portal for expense reporting, and access the included Expense User for Employee Portal demonstration.

Read the blog

SAP Business One real-time reports3 Useful SAP Business One Reports that Even Your Intern Can Use

SAP Business One is a powerful ERP solution that allows users to generate accurate, real-time reports that facilitate faster and more informed decisions.  

This blog explains how you can create customized reports to access data from multiple sources so that you can save your employees time, money and effort when it comes to report generation.  

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Month-end reporting with SAP Business One7 Steps to Month-End Reporting with SAP Business One

Chances are, your accounting staff are dealing with tedious manual processing. Your accounting software may not provide a full picture of what’s really going on, and your staff may feel pressure to close the books in a rush.

So how can you make sure your general ledger is reconciled, your financial statements are spot-on and your books are in good shape? We recommend following the seven steps outlined in this blog at the end of each month.

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Reporting automation for BOM reports to improve inventory forecastingHow Can SAP Business One’s BOM Reports Improve Inventory Forecasting?

SAP Business One provides growing businesses with versatile real-time reporting. The Bill of Materials (BOM) report illustrates this benefit well. The report offers a complete picture of your manufacturing resource planning (MRP) process, while also allowing users to easily find information relevant to their roles within the company.  

Read this blog to learn how the BOM report works, and check out a video demonstration.

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SAP HANA - advanced cash flow reportingSAP HANA Difference Series: Advanced Cash Flow Report Spotlight

SAP Business One version for SAP HANA provides a cash flow forecast function to let you view detailed information about your company's incoming and outgoing cash flows. This blog explains how it works, how you can define certainty levels in the advanced cash flow report, how to drill down into additional details, and how to export your data to Excel for even deeper analysis.

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Reporting automation in SAP Business One4 Essential Shortcuts for Standard Reports in SAP Business One

SAP Business One provides a series of predefined, built-in reports that you can analyze in various ways by using the selection and sort functions. Navigating in a report enables you to quickly access the underlying detailed information that it contains. 

This blog offers tips and tricks that dive deeper into the reports module, saving you time and allowing you to work more efficiently.

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Success Stories

See What Businesses Like Yours Are Up To

Hit the play button on quick, inspirational videos and read success stories to see firsthand how some of our awesome customers have conquered reporting automation challenges.

Customer success story - Scientific Device Laboratory's real-time reporting solutionScientific Device Laboratory

Tune into this video to learn how SAP Business One has provided Scientific Device Laboratory with real-time information available from anywhere at any time - and reports that can do just about anything. You’ll see how the company has grown and is making exciting plans to more than double its size in the near future.

Watch the video

Customer success story - INTERMEX Foods reporting automation with SAP B1Intermex Foods

Using manual business management tools including a combination of small business accounting software, Excel spreadsheets and binders made it harder for Intermex Foods to manage data and stay on top of daily operations as orders increased. This case study explains how with SAP Business One, Intermex Foods now has new insights into company costs with accurate, real-time reports.

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Customer success story - HRTI reporting automationHeat Transfer Research, Inc. (HTRI)

Prior to implementing an ERP solution, HTRI’s process of generating reports was time-consuming and inefficient, requiring hours or even days to get the reports they needed. Check out this case study to learn how HTRI now has real-time data insights into the company, allowing them to make quick and confident decisions about the future.

Read the Case Study

Customer success story - Tolteca Foods inventory and reportingTolteca Foods

Before implementing an ERP solution, Tolteca Foods didn’t have a handle on its inventory and reporting, and was in a need of a powerful solution that could manage its entire operations.

Tolteca Foods’ sales department, warehouse and dispatching center are now seamlessly connected, operating under one simple platform that delivers real-time information. Watch this two-minute video to see how Tolteca Foods is driving profit and growing 5% consistently year-over-year.

Watch the video

Additional Resources

Check Out These Resources Too

Here are even more resources for you to explore, including information about ERP solutions, powerful portals and an integration platform.

If you have any questions or would like to chat about any of these reporting resources, please feel free to drop us a line or Live Chat with one our Consultants to get your questions answered. 

ERP Solutions for Your Unique Business Needs

If you run a professional services business or a nonprofit organization, Sage Intacct can be a great fit. Access a Sage Intacct Info Kit and Coffee Break Demo below to learn how this solution can help with your reporting capabilities.

Sage Intacct info kitSage Intacct Info Kit

That accounting system you relied on to get your business started may have run its course. Sage Intacct’s cloud accounting software products and financial management solutions deliver accounting capabilities for multiple industries with a single aim: to accelerate your success. Dig into the Info Kit below to learn how you can free up time to focus on innovation and growth.

Access the info kit

Sage Intacct demoSage Intacct Coffee Break Demo

Grab a cup of coffee, put your feet up, learn all about Sage Intacct and see it in action. This demo will show you how the modern, born-in-the-cloud accounting and financial management solution has everything you need to connect and streamline all of your business processes.

Watch the demo

SAP Business One for managing your entire businessInfo Kit: Manage Your Entire Business with One Integrated System

SAP Business One has the functionality to help you transform your business by leveraging information to maximize efficiency, reach new customers and drive profitable growth.

We’ve pulled together the latest and most essential pieces of information about SAP Business One for you to explore. In one easy-to-use kit, you can access solution briefs, videos, demos and a webinar series.

Access the Info Kit

Vision33 web portal add-ons for real-time reportingDemo: Vision33 Portals

We live in a self-service world – we expect the information we want anytime we want it. The Vision33 web portal add-ons for SAP Business One enable self-service access to real-time information in SAP Business One anytime, anywhere, and on any device.

See the Employee, Customer and Vendor Portals in action in brief on-demand demos.

Access the Demos

Saltbox integration platform and connectorsSaltbox Demo Recording

Your business relies on a lot of applications to stay organized, collaborate with your team, and run your operations. If those stand-alone applications and systems can’t talk to each other, you’re wasting time and money. 

Learn about the Saltbox Platform, Vision33’s very own born-in-the-cloud Integration Platform as a Service (iPaaS) solution. Simply put, the Saltbox Platform can connect just about anything.

See the Saltbox Platform in action and understand how you can do more with what you already have.

Access the demo


Webinar - post-crisis growthOn-Demand Webinar: Laying the Foundation for Post-Crisis Growth - People, Process and Technology

We’re removing the unneeded complexity around digital transformation and making it a relatively simple concept that you can apply to any area of your business.

Check out this on-demand webinar to learn what digital transformation is, how you can operate more efficiently and scale your business with integration and process automation, and how technology can enable innovative new ways to do business.

Access the Webinar


Webinar - Doing More with Less. Why You Should Use Saltbox On-Demand Webinar: Doing More with Less

The business environment is changing rapidly and many companies are forced to do more to stay on top, often with less resources. We get it. Our customers are working with a smaller workforce, remote staff, and unreliable suppliers. 

Watch this on-demand webinar to learn about process automation, workflows and system integration, and understand how you can keep up with service and production levels with less resources.

Access the Webinar