Businesswoman working on laptop

Sage Enterprise Intelligence (SEI)

Sage  Enterprise Intelligence, powered by Nectari's BI platform, enables users to access, transform, and integrate data from databases, spreadsheets and cloud-based applications. Find out how Cherry Bekaert can help you implement and configure this tool for your business.

Schedule a Demo

On this page:

Sage Partner logo

Sage Enterprise Intelligence by Nectari

Sage Enterprise Intelligence, by Nectari, is a business intelligence (BI) solution that provides organizations with a comprehensive set of tools. This BI platform enables users to access, transform and integrate data from different sources, including databases, spreadsheets and cloud-based applications.

Nectari integrates with Sage by connecting directly to its database to transform complex raw data into easy-to-read, real-time reports and dashboards. This product is best suited for medium to large multi-entity organizations that deal with high data volumes and complex organizational structures.

One Solution for Business Intelligence and Data Management

Sage Enterprise Intelligence (SEI) can help businesses by providing:

  • Connect Multiple Data Sources: SEI allows you to connect data sources like SQL databases, ERP systems, and other common data sources to aggregate reporting sources into one powerful platform.
  • Data Visualization: SEI provides a wide range of data visualization tools, including charts, graphs and dashboards, that enable users to gain insights into their data quickly and easily.
  • Ad-hoc Reporting: This platform enables users to create custom reports based on their specific business needs, providing important data in real-time.
  • Advanced Analytics: Sage Enterprise Intelligence provides advanced capabilities, including predictive analytics and data mining, giving users the ability to identify trends, patterns and opportunities for improvement.
  • Self-service BI: SEI's self-service BI capabilities allow users to access and analyze data without requiring extensive technical skills or the involvement of IT teams.
  • Collaboration and Sharing: This Sage product promotes collaboration and sharing between users, helping them share data and insights with colleagues, business partners and customers. This, in turn, helps streamline decision-making processes. 

Smarter Business Intelligence Reporting With SEI

In today's data-driven world, businesses cannot afford to operate without a clear understanding of their performance. SEI provides the tools and insights needed to make informed decisions quickly. With Nectari’s integration, businesses can identify trends and patterns, track customer behavior and allocate resources more effectively. In addition, this product can help organizations to respond quickly to changes in the market and make the most of opportunities as they arise. 

Benefits of Sage Enterprise Intelligence

Sage Enterprise Intelligence integrates with ERP platforms and other Sage products by serving as a unified business intelligence layer that sits on top of your existing data. It uses pre-built connectors and a specialized data management engine to transform raw ERP data into real-time, actionable insights without requiring manual data exports.

  • Sage X3: Sage X3 is an enterprise-grade resource planning (ERP) platform designed for mid-to-large businesses that have outgrown basic accounting software and require advanced control over complex, global operations.  Sage X3 is specifically engineered for "product-centric" industries that face complex supply chains, strict regulatory requirements and high-volume operations.
  • Sage 100: Sage 100 is a robust ERP and accounting solution designed for small to mid-sized businesses. It is often described as more powerful than entry-level accounting software like QuickBooks but nimbler and more cost-effective than large-scale enterprise systems like Sage X3.
  • Sage 300: Sage 300 is a comprehensive ERP designed to help mid-market companies manage their entire business within a single platform. It is particularly known for its strong multi-entity and multi-currency capabilities, making it a preferred choice for companies with international operations.
  • Sage CRM: Sage CRM is a customer relationship management solution designed to help small and mid-sized businesses centralize and automate their sales, marketing and customer service processes. It acts as a single source of truth for all customer interactions, ensuring that teams across a company have a unified view of every client.

SEI can help employees be more productive with:

  • Mobile Access: SEI can be accessed from mobile devices, enabling users to access data and insights on-the-go.
  • Extra Personalization: Businesses can tailor their platform using a mix of no-code design tools, pre-built industry templates and familiar Excel integrations. These features allow both non-technical users and power users to transform raw data into custom insights without relying on IT departments.
  • Easy-to-Use: Sage Enterprise Intelligence features a highly intuitive layout centered on a drag-and-drop interface that allows users to build custom reports and dashboards by simply moving data elements onto a canvas. To ensure immediate value, it provides pre-built analytics and industry-standard templates for Sage ERPs, enabling users to visualize KPIs like sales performance or financial health instantly. This user-friendly design, combined with real-time drill-down capabilities, ensures that stakeholders at all technical levels can navigate and analyze complex business data with ease.

SEI saves businesses money by optimizing resource allocation and reducing operational waste. It transforms raw data into a clear financial picture, allowing leaders to stop guessing and start making decisions based on actual performance.

  • More Accurate Data: SEI prevents data errors by eliminating the manual processes that typically lead to mistakes. By acting as a single, automated layer above your business data, it ensures that the information used for reporting is both accurate and consistent.
  • Better Analytics: This platform enables users to move beyond surface-level charts and uncover the "why" behind their business performance through highly interactive features. It transforms static images into dynamic exploration tools.
  • Increased Entity-wide Visibility: Consolidating data into SEI creates a "single version of the truth," allowing organizations to move away from fragmented spreadsheets and siloed departmental reports. By bringing data from various Sage ERPs and third-party sources into one interface, businesses can view their entire operational landscape at once.

Sage Enterprise Intelligence integrates with ERP platforms and other Sage products by serving as a unified business intelligence layer that sits on top of your existing data. It uses pre-built connectors and a specialized data management engine to transform raw ERP data into real-time, actionable insights without requiring manual data exports.

  • Sage X3: Sage X3 is an enterprise-grade resource planning (ERP) platform designed for mid-to-large businesses that have outgrown basic accounting software and require advanced control over complex, global operations.  Sage X3 is specifically engineered for "product-centric" industries that face complex supply chains, strict regulatory requirements and high-volume operations.
  • Sage 100: Sage 100 is a robust ERP and accounting solution designed for small to mid-sized businesses. It is often described as more powerful than entry-level accounting software like QuickBooks but nimbler and more cost-effective than large-scale enterprise systems like Sage X3.
  • Sage 300: Sage 300 is a comprehensive ERP designed to help mid-market companies manage their entire business within a single platform. It is particularly known for its strong multi-entity and multi-currency capabilities, making it a preferred choice for companies with international operations.
  • Sage CRM: Sage CRM is a customer relationship management solution designed to help small and mid-sized businesses centralize and automate their sales, marketing and customer service processes. It acts as a single source of truth for all customer interactions, ensuring that teams across a company have a unified view of every client.

SEI can help employees be more productive with:

  • Mobile Access: SEI can be accessed from mobile devices, enabling users to access data and insights on-the-go.
  • Extra Personalization: Businesses can tailor their platform using a mix of no-code design tools, pre-built industry templates and familiar Excel integrations. These features allow both non-technical users and power users to transform raw data into custom insights without relying on IT departments.
  • Easy-to-Use: Sage Enterprise Intelligence features a highly intuitive layout centered on a drag-and-drop interface that allows users to build custom reports and dashboards by simply moving data elements onto a canvas. To ensure immediate value, it provides pre-built analytics and industry-standard templates for Sage ERPs, enabling users to visualize KPIs like sales performance or financial health instantly. This user-friendly design, combined with real-time drill-down capabilities, ensures that stakeholders at all technical levels can navigate and analyze complex business data with ease.

SEI saves businesses money by optimizing resource allocation and reducing operational waste. It transforms raw data into a clear financial picture, allowing leaders to stop guessing and start making decisions based on actual performance.

  • More Accurate Data: SEI prevents data errors by eliminating the manual processes that typically lead to mistakes. By acting as a single, automated layer above your business data, it ensures that the information used for reporting is both accurate and consistent.
  • Better Analytics: This platform enables users to move beyond surface-level charts and uncover the "why" behind their business performance through highly interactive features. It transforms static images into dynamic exploration tools.
  • Increased Entity-wide Visibility: Consolidating data into SEI creates a "single version of the truth," allowing organizations to move away from fragmented spreadsheets and siloed departmental reports. By bringing data from various Sage ERPs and third-party sources into one interface, businesses can view their entire operational landscape at once.
Data analytics team reviewing graphs on computer

Explore the Functionality of SEI by Nectari

SEI simplifies data management by using an automated Extract, Transform and Load engine to replicate, consolidate and migrate data from multiple Sage and non-Sage sources into a single, unified warehouse. This process ensures data integrity through automated transformations and consistent mapping, allowing organizations to transition away from fragmented spreadsheets to a holistic, real-time view of their performance.

To see these capabilities in action with your own data, the best next step is scheduling a demo to tour SEI.

Let Us Guide You Forward

Cherry Bekaert is a top-tier national CPA and advisory firm with a rich 75-year history of helping mid-market organizations modernize their financial and operational engines. As one of the largest Sage providers in the U.S., we combine deep accounting knowledge with technical ERP expertise to drive growth for our clients.

Our Professionals

Connect With Us

Roy Nicholson headshot

Roy Nicholson

Business Optimization Leader

Partner, Cherry Bekaert Advisory LLC

Dave Kerr headshot

Dave Kerr

ERP Sage Implementations Leader

Partner, Cherry Bekaert Advisory LLC

Koray Ozturk headshot

Koray Ozturk

Enterprise Resources Planning - Sage

Partner, Cherry Bekaert Advisory LLC

Paul White headshot

Paul White

Client Success – Sage

Managing Director, Cherry Bekaert LLC

Sage Fixed Assets Frequently Asked Questions

Sage Enterprise Intelligence (SEI), powered by Nectari, is a comprehensive business intelligence (BI) and data management solution designed to help organizations convert complex data into actionable insights. It serves as a centralized hub, allowing users to access, analyze and report on real-time data across their entire enterprise.

General BI tools are "blank canvases" that require manual data connection and modeling, whereas SEI is an integrated data management and BI solution purpose-built for the Sage ecosystem.

Sage Enterprise Intelligence (SEI) follows a flexible, subscription-based model tailored to the specific operational needs of your business. Because it is a modular solution, the total investment is determined by a variety of factors that allow both small businesses and large enterprises to scale the software as they grow.

To discuss how these solutions can be tailored to your organization's specific needs and to receive a detailed pricing estimate, you can reach out to a Cherry Bekaert professional for a customized quote.

Cherry Bekaert’s implementation process follows a structured 5-step methodology — initiate, evaluate, configure, test, and go-live — designed to align Sage ERP solutions with specific industry goals while minimizing operational risk. Our certified consultants act as strategic advisors, providing deep technical experience alongside personalized support such as role-focused training, customized workflows and secure cloud hosting. By focusing on both the technical deployment and long-term optimization, we ensure the system evolves with your organization to deliver sustained business value.

Contact Our Sage Enterprise Intelligence Consultants