Can Power BI connect to Sage 200 Standard?

Yes, through the Sage 200 API. Sage provides a Power BI connector, but for scheduled refreshes it needs Microsoft’s data gateway installed on a computer that is always on. We load your data into Azure on a schedule instead, so the reports keep refreshing whether or not anyone’s PC is running.

What about Sage 200 Professional?

Professional runs on SQL Server, so we connect with a read-only login and copy the data into Azure on a schedule. Your Sage 200 system is not changed and day-to-day performance is not affected.

Do we have to stop using Excel?

No. Finance teams can keep their workbooks and connect them to the same figures the reports use, so everyone works from one version of the numbers.

Can you combine several Sage 200 companies?

Yes. Each company’s accounts are mapped once to a shared structure, and the group view handles different currencies and financial year ends. Intercompany balances are shown separately so they can be removed from the group figures.

Can we add data from other systems?

Yes. Most clients join Sage 200 with their CRM, payroll, job or stock system and their budgets. That is usually where the most useful reports come from.

Which Power BI licence do we need?

People who view shared reports usually need a Power BI Pro licence, which is included in some Microsoft 365 plans. If many people need to view reports, a capacity licence can work out cheaper. We will tell you the most economical option for your team.

Should we move off Sage 200 to get better reporting?

Changing accounts system is a big project. If reporting is the main reason, fixing the reporting is usually faster and much cheaper. If there are other reasons to move, the reports we build can carry over to the new system.

How is this different from ready-made dashboard packs?

Ready-made packs give you fixed dashboards on Sage data alone. We build reports around your own structure, join the other systems you run, and everything lives in your own Microsoft tenant, so you own it.

As a fixed-price project agreed before work starts. A short reporting review comes first, so you know what is worth building and what it will cost.

Sage 200 reporting in Power BI

Sage 200 runs the ledger. Reporting is where it gets harder.

Report Designer handles the standard reports and documents well, and Excel Integrated Reporting suits finance people who think in spreadsheets. As the business grows, the questions outgrow them.

Spreadsheets everywhere

Figures are exported to Excel, tidied and pasted into the month-end pack. By the time anyone reads it, it is already out of date.

Several companies, one pack

Bringing subsidiaries together means exporting trial balances and lining up the accounts by hand, every month.

Budgets and cash on the side

Budget against actual and the cash forecast live in separate workbooks that one person understands.

Only part of the picture

Orders and pipeline sit in the CRM, jobs in another system, headcount in payroll. Sage 200 sees the ledger, not the business.

Only finance can see it

Managers without a Sage login wait for a PDF instead of looking at their own numbers when they need them.

Every change is a request

Adding a column or a new view means Report Designer skills or a paid report design request.

What the reports cover

Five report pages, set up around your chart of accounts, departments and companies. We walk you through them on sample data first, then on your own.

Management accounts

Profit and loss against budget and last year, by department and cost centre, with a click through to the transactions behind any number.

Group consolidation

All your Sage 200 companies in one set of accounts, including different currencies and year ends, with intercompany shown separately.

Cash and working capital

Aged debtors and creditors over time, days to get paid and to pay, and a rolling 13-week cash view.

Sales and margin

Revenue and margin by customer, product and region, joined to your CRM pipeline when you want to see what is coming as well as what has been invoiced.

Stock

Stock value by warehouse, slow movers and weeks of cover, so purchasing and finance work from the same figures.

See them on your own Sage 200 data

Book a reporting review

Try the report

A working Sage 200 report on sample data for a three-company group. Change the year or company, or click any bar to filter the rest of the page.

Home page of the Sage 200 sample report, with management accounts, cash and group consolidation

Open the live report

From Sage 200 to the report

01
Connect

A read-only connection to Sage 200. Nothing changes in how your team posts, closes or runs Sage day to day.
02
Store

The figures land in a database in your own Microsoft tenant and keep their history, so you can compare any month with any other.
03
Report

Power BI reports in Teams or the browser, refreshed automatically. Finance can still work in Excel, connected to the same numbers.

Sage 200 Professional

Your data sits in your own SQL Server database. We connect with a read-only login, so nothing in Sage can be changed, and copy the figures into Azure on a schedule.

Sage 200 Standard

Your data is hosted by Sage, so there is no direct database access. We read it through the Sage 200 API and load it into Azure on a schedule, so refreshes never depend on a computer being left switched on.

Financial reporting we have delivered

Finance teams trust reports only when the numbers tie back to the ledger. Every report we build is reconciled to the source before anyone relies on it.

Financial services

Financial reporting migration for 3i

Profit and loss, balance sheet, KPI and reconciliation reporting moved from a legacy BI tool to Power BI on a proper data model, with two reporting bases and manual-adjustment capability preserved.

Read the case study

Questions about Sage 200 reporting

Can Power BI connect to Sage 200 Standard?: Yes, through the Sage 200 API. Sage provides a Power BI connector, but for scheduled refreshes it needs Microsoft’s data gateway installed on a computer that is always on. We load your data into Azure on a schedule instead, so the reports keep refreshing whether or not anyone’s PC is running.
What about Sage 200 Professional?: Professional runs on SQL Server, so we connect with a read-only login and copy the data into Azure on a schedule. Your Sage 200 system is not changed and day-to-day performance is not affected.
Do we have to stop using Excel?: No. Finance teams can keep their workbooks and connect them to the same figures the reports use, so everyone works from one version of the numbers.
Can you combine several Sage 200 companies?: Yes. Each company’s accounts are mapped once to a shared structure, and the group view handles different currencies and financial year ends. Intercompany balances are shown separately so they can be removed from the group figures.
Can we add data from other systems?: Yes. Most clients join Sage 200 with their CRM, payroll, job or stock system and their budgets. That is usually where the most useful reports come from.
Which Power BI licence do we need?: People who view shared reports usually need a Power BI Pro licence, which is included in some Microsoft 365 plans. If many people need to view reports, a capacity licence can work out cheaper. We will tell you the most economical option for your team.
Should we move off Sage 200 to get better reporting?: Changing accounts system is a big project. If reporting is the main reason, fixing the reporting is usually faster and much cheaper. If there are other reasons to move, the reports we build can carry over to the new system.
How is this different from ready-made dashboard packs?: Ready-made packs give you fixed dashboards on Sage data alone. We build reports around your own structure, join the other systems you run, and everything lives in your own Microsoft tenant, so you own it.
How is it priced?: As a fixed-price project agreed before work starts. A short reporting review comes first, so you know what is worth building and what it will cost.

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