Intersoft ERP: Formerly known as INTERAC ERP
Public Accounting
Multi-client financials, tax prep summaries, client activity
The Challenge:
Too Much Data, Not Enough Clarity
Manual spreadsheets, clunky exports, or inconsistent data reporting lead to:
01
Delayed decision-making because slow access to reliable reports hinders executives and managers from analyzing current data.
02
Missed budget flags or job cost overruns because without real-time insights, they can go unnoticed until it's too late.
03
Inability to drill down by job, department, or location because data is scattered across different systems.
04
Time-consuming report creation and distribution involving tedious hours of compiling data from different systems and formats.
05
Inconsistent formats across teams due to reporting data in different formats, making it challenging to compare and consolidate data.
Build, Customize, and Share Reports That Matter
Custom Report Builder
Create reports tailored to your specific needs by selecting any module from Intersoft ERP. With powerful filters, groupings, and layouts, you can customize your reports to present the data exactly as required.
Pre-Built Templates
Save time by using pre-configured templates for common report types like payroll summaries, job cost breakdowns, GL balances, and more. These ready-to-use reports ensure you can quickly access essential data.
Live Data Access
Experience real-time data updates as you work, eliminating the need for manual exports or re-imports. This ensures that your reports are always up to date and reflective of the latest information.
Export & Share
Once your report is ready, easily export it to PDF, Excel, or share it with stakeholders via scheduled email reports. Effortlessly distribute key business insights across teams.
Drill-Down Capability
Click any figure within a report to access its source data. This feature helps you investigate specific transactions and gain full transparency into your business operations.
Cross-Module Reporting
Combine data from different Intersoft ERP modules like GL, Job Cost, Payroll, Inventory, and more into a single report for comprehensive insights across all areas of your business.
Key Features of Report Manager
How It Works
From Data to Insight in Just a Few Clicks
Choose Report Type
Start by selecting the category of report you need, whether it’s financial, payroll, job-related, inventory, or a custom report tailored to your business needs.
Set Filters & Parameters
Refine your report by applying filters such as time period, employee, department, account, or project, ensuring you capture the exact data you need.
Run & Review
Generate your report in real time, complete with interactive visualizations that make understanding complex data easier.
Drill Down
Explore the details behind any figure by drilling down into specific data points. This allows for a deeper understanding of the underlying transactions.
Export or Schedule
Once the report is finalized, you can either export it to formats like PDF or Excel or set up automated email schedules to deliver the report to stakeholders at regular intervals.
Benefits Overview
Turn Raw Data into Decisions
Time Saver
Save time by avoiding manual report assembly
Trend Spotter
Spot trends and issues before they grow
Transparent Ops
Increase transparency across departments
Standardized Reports
Standardize reporting company-wide
Audit Ready
Simplify audits with exportable data trails
Module Integrations
One Reporting Tool for All Your Modules Through Connected Data Sources
Connected Modules:
General Ledger
Access financial statements and detailed account analysis directly from GL, helping you understand the financial health of your organization.
Job Cost
Automatically post approved bills and payments to the general ledger, ensuring that financial reports are accurate.
Payroll
Pull payroll data, including employee hours, earnings summaries, and tax breakdowns, to generate comprehensive reports.
HR Manager
Use employee data from the HR Manager module to pull headcount information, turnover rates, and benefits reports, ensuring metrics are included in the overall report.
Equipment Manager
Access asset utilization data, track maintenance costs, and generate reports on the status of equipment to optimize your asset management.
Use Cases by Industry
Custom Reports for Every Kind of Business
Construction
Job profitability, subcontractor tracking, committed costs
Manufacturing
Production costs, vendor lead times, order fulfillment
Retail & Franchise
Sales by location, inventory turnover, vendor spend
Healthcare
Payroll summaries, overtime by department, compliance logs