Overview

Sage Data & Analytics (SD&A) by Zap transforms Sage X3 ERP data into a single, governed data warehouse that supports formatted financial reporting, in-browser analytics, an Excel add-in and deep Power BI integration. The solution automates extraction, transformation and scheduled refresh so teams can work with live Sage X3 numbers, accelerate reporting deployment, and maintain a trusted source of truth ready for analytics and AI.

Features and Capabilities

• Data Warehouse Automation: Automates ETL and schema creation for Sage X3, producing a governed analytical data model ready for reporting and AI.
• Pre-built Analytical Models: Includes pre-built mappings and models for financials, GL, AR, AP, inventory and sales to accelerate deployment.
• Power BI Integration: Delivers Power BI-ready datasets and dashboards, enabling rapid dashboard deployment and timely data refreshes.
• Excel Add-in & Formatted Reporting: Allows accountants and finance users to create formatted financial statements directly from a unified, trusted dataset.
• Web-based In-Browser Analytics: Provides a built-in web analytics interface for teams needing browser access without relying on Power BI.
• Data Quality & Governance: Ensures consistent data quality, account mapping, currency handling and auditability through a centralized data warehouse.
• Rapid Deployment: Deployable in days due to pre-built models and embedded expert logic.
• Scheduled Refresh & Live Data: Supports automated refresh cycles, enabling work with near-real-time Sage X3 data instead of manual exports.
• Use Cases — Finance & Ops: Supports consolidated financial reporting, operational dashboards for production, inventory and sales, and high-level executive analytics.
• Scalability & Extensibility: Integrates Sage X3 with additional ERP or accounting systems and scales for multi-entity or multi-region reporting environments.