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| Intacct
Mysoft

Building Donor Confidence Through Enhanced Reporting and Transparency

Donors today demand more than good intentions—they expect clear, timely evidence that their support makes a real difference. For charities, this makes financial transparency not just a compliance box to tick, but a powerful tool to build trust, deepen relationships, and stand out in a competitive fundraising environment.

At Mysoft, we help non-profits elevate transparency through powerful reporting using solutions like Sage Intacct. Here’s how better data builds better donor confidence.

Why Transparency Matters More Than Ever

Trust is everything. Donors are more likely to give—and keep giving—when they trust your organisation manages funds responsibly. In contrast, even the perception of mismanagement can drive support away.

Regulatory expectations are rising. Frameworks like the Charity Commission’s CC8 and SORP place transparency and accountability front and centre.

You’re not the only good cause out there. In today’s crowded charity sector, clearly reported impact and efficient use of resources give you a competitive edge.

What Modern Reporting should look like

Real-Time Dashboards

With tools like Sage Intacct, stakeholders can see income and expenditure in real time—by project, donor, or funding category. This speeds up decision-making and strengthens donor updates.

Impact-Focused Metrics

With tools like Sage Intacct, stakeholders can see income and expenditure in real time—by project, donor, or funding category. This speeds up decision-making and strengthens donor updates.

Cloud-Based Accessibility

Make financial data securely accessible to your teams and trustees anytime, anywhere. Cloud platforms ensure up-to-date reporting without manual processes.

Compliance-Ready Documentation

Intacct streamlines audit prep, annual returns, and grant reporting. Everything’s in one place, reducing admin and boosting accuracy.

Closing The loop

Donors don’t just want to know what you’re doing—they want to see why it matters. That means going beyond compliance to deliver real clarity, honest insight, and tangible impact. With the right systems and mindset, transparency becomes more than a reporting requirement—it becomes a reason for donors to stay invested.

At Mysoft, we help charities bring their data to life with Sage Intacct. From real-time dashboards to impact-driven reports, we make sure your organisation isn’t just telling a story—it’s telling the right one.

Arrange a 30-min Discovery
Workshop with a Sage Specialist

About The Sponsor

Nectari is a global business intelligence and data management provider that empowers organisations with real-time insights to drive smarter decision-making. Its core solution is delivered as Sage Enterprise Intelligence (SEI) within the Sage ecosystem, fully integrated across Sage platforms, and branded as SEI for Sage X3 and Nectari for Sage Intacct to elevate reporting, dashboards and analytics directly inside those systems.

Sessions

Thought Leadership Session

  • NECTARI THOUGHT LEADERSHIP

Breakout Sessions

  • SEI For Sage X3 – Breakout Room 1
    • Product Demo For Sage X3 Users
  • Nectari For Sage Intacct – Breakout Room 2
    • Product Demo For Sage Intacct Users

Meet The Team

Christopher Nguyen

Business Development Manager

About The Sponsor

Sage is a global software company, supporting organisations worldwide through solutions such as Sage X3 and Sage Intacct, trusted by companies like yours. Mysoft has been a Sage business partner for over 20 years, providing implementation and ongoing support to customers, alongside specialist solutions that extend Sage platforms.

Sessions

Thought Leadership Session

  • Authentic AI In Sage Copilot

Breakout Sessions

  • Sage X3 Roadmap – Cowdray Hall
    • Summary of R1 2026 and Sage X3 Roadmap
  • Sage Intacct Roadmap – Sarah Swift Room
    • Summary of R2 2026 and Sage Intacct Roadmap

Meet The Team

Rob Walker

Account Manager

Anna Lasko

Tech Partner Manager

About The Sponsor

X3CloudDocs, developed by Mysoft, is a cloud-based document automation suite for Sage X3. Its modules include Purchase Invoice Automation (PIA), Sales Order Automation (SOA), Electronic Document Management (EDM) & Email & Notification Automation (ENA), helping finance and operations teams reduce manual effort, improve accuracy, and gain better control over document-driven processes.

Sessions

General Talk

  • X3CloudDocs R1 Summary and Roadmap.

Breakout Sessions

  • Breakout One:
    • Smarter Alerts, Faster Action: Pre-Configured ENA Workflows
  • Breakout Two:
    • E-Invoicing Is Here: What It Means for X3 Users

Meet The Team

Shezad Beg

Relationship Manager

Brian Martin

R&D
Director

Paul Mincer

Product Manager

Archie Stevens

Software Engineer