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  • 1.  Webinar: Automating Financial Reporting ( Sage D&A aka Zap )

    Posted 07-14-2021 13:31
    I am sitting in on this "Demo" today. The presenter seems good but glosses over so much and essentially demos on a full financial statement that has already been created ( if customers could use cookie-cutter financial statements - would they spend money on third-party solutions? ) ....  Spoiler: Customers - in my experience - do not spend money on cookie-cutter solutions ( they find those on their own on the web )....

    My overriding thought is - thankfully this isn't Excel-based. Any time the customer sees Excel ( in my experience ) they instantly think "do it yourself". Until they can't and then call wanting you to help them with their franken-spreadsheets.. 

    Unless I've missed an announcement Sage Intelligence is still included with the Sage licenses. In my view - in order to recommend a paid solution over a free included report writer I really need to be able to advise the customer on WHY they should pay more money and go with another report writer.

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 2.  RE: Webinar: Automating Financial Reporting ( Sage D&A aka Zap )

    Posted 07-14-2021 13:33
    I came in late, but I guess I didn't miss the thing I most wanted to see (creation).
    Pretty pictures, though.

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    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Tennessee Software Solutions
    269-445-1625
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  • 3.  RE: Webinar: Automating Financial Reporting ( Sage D&A aka Zap )

    Posted 07-14-2021 13:42
    I think they said $3k, $5k , $9k depending on the version of SD&A



    I have had less than glowing success convincing customers to use my service for creating new financial layouts in Sage Intelligence.
    Most have wanted to DIY and only come back when there is a disaster or ​are looking for the free complaint desk

    My guess is that this solution ( and similar ) are primarily going to be purchased by larger-sized companies with formal accounting departments where the reporting is needed/desired across multiple departments. Nobody buys this for one or two staff to make a report that runs faster than Excel/Crystal.




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    Wayne Schulz - Schulz Consulting - 860-516-8990
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    Original Message


  • 4.  RE: Webinar: Automating Financial Reporting ( Sage D&A aka Zap )

    Posted 07-14-2021 14:26
    Based on the very limited info I have, I was thinking this solution was more similar to DataSelf, not SI.

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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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    Original Message


  • 5.  RE: Webinar: Automating Financial Reporting ( Sage D&A aka Zap )

    Posted 07-14-2021 16:08
    @Brett Zimmerman I think it is but the presentation today was advertised as automating your financial reporting and only demonstrated financial statements with SD&A. ​

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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    Original Message


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