The process
Everything you can expect from start to finish
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Initial conversation
A short, no-obligation conversation to understand your Sage 50 setup, what you want to track, and whether our service is a good fit for your business.
Demo
If there's interest, we'll walk you through a demo of the reports so you can see exactly what you'll get and how it all works in practice.
Choose a subscription
You choose the subscription level that fits your business. We'll confirm what's included and what you can expect from the service.
Confirm terms & payment
We provide the subscription terms and payment details in writing. Once the initial payment is received, we schedule setup.
Setup & go live
We handle the setup and configuration and connect the reporting to your data. Once complete, your reports are live in Power BI.
Ongoing support & improvements
Support is available as you get started and whenever questions arise. We may also apply periodic improvements to the reports over time.
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A Power BI license for the users who will view the reports (we can advise what type, and how it works).
Sage 50 Desktop, which is a locally installed format. The cloud version reporting is not yet available, but we are working on it. You can register your interest here.
No advanced skills required
Power BI charts and reports are intuitive to use, so no specialist skills are required. We will also help you get familiar with the environment.
Sage 50 data is accessed read-only, so your source data remains intact.
There are no add-ons or installations in Sage 50, keeping your setup unchanged.
Your data is processed in a dedicated workspace, separate from other customers’ data.
We do not store your data after processing, except where required to provide the service.
