ISV Partners

Nectari

Business intelligence and reporting for Sage X3 and Sage Intacct customers. Nectari helps businesses bring financial, sales, inventory and operational data into clear dashboards and reports, improving visibility, analysis and decision-making across the organisation.
Compatible: X3, Intacct
Category: BI & Reporting
Integration: Embedded/Sage-native
Stage: 2+

Sage Platinum Club Winner

20+ Years Experience

UK&I + North America

First UK Sage X3 Partner

Mysoft legislation projects

Give Sage users answers without sending them back to IT.

Who is it for?

Sage X3 and Sage Intacct organisations that want self-service reporting, dashboards and analysis, but still need trusted Sage data, governed access and familiar finance-friendly reporting tools.

What will you gain?

A Sage-native BI experience that helps users explore data, build reports, share insight and act faster without relying on static exports or specialist reporting skills.

Where does it fit?

Nectari sits directly around Sage X3 and Sage Intacct, giving users a connected layer for dashboards, workbooks, reporting templates, governed sharing and enterprise-wide analysis.

How it works with Sage X3 & Sage Intacct

From Sage data to self-service answers.
One BI layer built for Sage users.

Use Sage-ready content

Pre-built Sage views, dashboards and KPIs give teams a faster starting point for analysis.

Build workbook-style reports

Users create Excel-like web workbooks, reports and views without constantly exporting data.

Drill into the detail

Teams move from dashboards into underlying transactions, helping explain the numbers behind performance.

Bring data together

DataSync helps combine Sage, cloud and on-premise data for wider business analysis.

Share with control

Reports, alerts and packs can be distributed securely, with access rules controlling what each user sees.

Ask better questions

Nectari AI Copilot helps users explore patterns, focus analysis and move from insight to action.

Proven at scale

2002

founded as a business intelligence and data management provider for ERP-led organisations.

70,000+

users worldwide work with Nectari to analyse data and share business insight.

3,000+

clients use Nectari across Sage, Acumatica and wider business intelligence environments.

70+

countries of operation supported through Nectari’s global BI and partner network.
What changes for finance & ops

Reporting people can actually use.

Less reliance on IT

Self-service views, filters, pivots and KPIs help users answer questions without waiting for custom reports.

Faster reporting cycles

Pre-built templates, workbooks and automated report distribution reduce repeated manual reporting work.

Stronger data control

Central security, governed access and report sharing help teams avoid uncontrolled spreadsheet copies.

Who it's for

Built for Sage teams that need insight without complexity.

If users are waiting on reports, exporting data into spreadsheets or working from different versions of the truth, Nectari helps bring reporting closer to the people making decisions.

Finance teams

Build financial reports, dashboards, KPIs and workbooks using trusted Sage data and familiar reporting logic.

Leadership teams

Use dashboards and summary views to monitor performance without needing to dig through raw system data.

Sales teams

Analyse customers, orders, margins, products and pipeline activity through role-specific reports and views.

Inventory teams

Track stock, movement, demand and operational KPIs through Sage-connected dashboards and analytics.

Multi-entity organisations

Support reporting across companies, currencies, dimensions, tenants and wider business data sources.

Teams moving beyond Excel exports

Keep Excel-style flexibility while reducing disconnected spreadsheets, duplicated reports and manual refreshes.

Frequently Asked Questions

Your Questions.
Mysoft's Expertise.

Can Nectari use our existing Sage dimensions, accounts and structures?

Yes. Nectari is designed to work with Sage data, so reporting can reflect your existing accounts, dimensions, companies and reporting structures.

Yes. Access rules can control what users see, helping finance, sales, operations and leadership work from relevant, secure views.

Yes. Nectari workbooks, dashboards and automated distribution help reduce repeated exports, copied spreadsheets and manual report packs.

Yes. DataSync can bring Sage, cloud and on-premise data together for wider business analysis.

Yes. Users can filter, drill down and explore transactions themselves, helping them understand what sits behind the numbers.

Mysoft helps shape Nectari around your Sage setup, reporting pain points, user roles and the decisions your teams need to make.

Next step

Give Sage users a clearer way to work with data.

We help you review your Sage reporting challenges, user requirements and existing spreadsheet processes, then identify where Nectari can improve self-service reporting, visibility and control.

Your Challenges

Growth Bottleneck

When your back office can't keep pace

AI Mandate

Board has asked for a credible AI strategy

Scale Ambition

Infrastructure for 2X, 3X+ growth

Compliance Event

Acquisition, audit, or regulatory change

Who we serve

CFO & Finance Director

AI strategy, close cycle, scalable infrastructure

COO & Operations Director

Integrated operational ERP and supply chain

CTO & IT Director

Architecture, integration, security, and TCO

CEO & Board

Investment case, governance, strategic finance

AI Transformation Stages

The Journey - Overview

How we take you from stage 1 to stage 4

Stage 1 — Operational Foundation

Building the platform your business deserves

Stage 2 — Intelligent Automation

Remove the manual transactional layer

Stage 3 — AI Augmented Finance

Intelligence at the speed of the business

Stage 4 — Agentic Finance Governance

Finance at scale without headcount growth

Frameworks & Tools

Agentic Finance Governence

Board-defensible AI governance

Finance Operations Review

Structured discovery process

ISV Partner Ecosystem

Netstock, Nectari, Avalara and more

Platforms

Compare Platforms

Sage Intacct vs Sage X3, find your fit

Sage Intacct

AI-enabled, cloud-native finance solution

Sage X3

AI-driven, scalable, comprehensive ERP

X3CloudDocs

AI document and workflow automation

Full Ecosystem

Netstock, Nectari, Avalara and more

Release Hub

Information on each release of our platforms

Services

Sage X3 Implementation

Structured delivery for successful implementation

Support Services

Expert support that keeps you moving

Localisation & Legislation

Local compliance for global operations

Upgrade to Sage X3 or Intacct

Looking to upgrade your ERP or FMS to Sage?

Sectors

Manufacturing & Distribution

Solutions for complex operations

Food & Beverage

FEFO, traceability, compliance, and scalability

Chemical & Pharmaceutical

Formula management, regulatory and quality control

Professional Services

Project accounting, revenue recognition

SaaS & Subscription Business

Subscription billing, revenue recognition

Financial Services

Multi-entity, regulated environments

Charities & Not-for-Profit

Fund accounting, SORP compliance

Content

Content Hub

Selection of blogs and content

Video Hub

Selection of Mysoft & Sage videos

Events & Webinars

Events, roundtables & webinars

Whitepapers & Guides

In-depth PDF DLCs

Demo Hub

On-demand demos

Bootcamps & Insights

AI Bootcamp

AI in plain English for finance

ERP Bootcamp

ERP selection and implementation

FMS Bootcamp

Financial management systems

Cloud Migration Bootcamp

Moving your ERP to the cloud

Strategic Insights

Agentic AI. Reality versus hype

In Focus & Resources

SaaS & Technology Finance

In-focus, ARR, revenue recognition

Master Data Management

In focus, the AI data foundation

AI ready finance guide

Free download asset

ERP Selection Framework

Six stage evaluation process

CFO Strategy

Finance as a growth enabler

Operational Transformation

AI in AP, AR and beyond

Who we are

Our Story

Over 20 years, first Sage X3 partner

Meet the Team

50+ in-house Sage experts

Careers

Join Mysoft

Refer an Organisation to Mysoft

Know any company that might benefit from our services?

Contact us

Start a conversation with our team

Credentials

Sage Tech Partner & Platinum Club

Only UK Tech & Business partner with the highest partner tier badge

Community & Giving Back

Supporting local initiatives