Sage Intacct and Yardi reporting in one place
Housing and community development organizations often keep the nonprofit books in Sage Intacct and run their properties in Yardi. Databasin has connectors for both: Sage Intacct and Yardi DataConnect. Our team brings general ledger, payables, receivables and vendor records from every entity into one model, so finance can query them together, build a consolidated board view and ask questions in plain English, with the SQL behind each answer available to inspect.
Accounting records with business context
One finance view across Sage Intacct and Yardi
When the parent nonprofit sits in Intacct and each property sits in Yardi, the questions finance gets asked cross both systems. We map the entities, accounts and vendors once, then build the reports on top.
Entities side by side
Nonprofit entities from Intacct and property entities from Yardi mapped to one chart of accounts, so a consolidated view adds up across entities.
Vendors and payables across both
Vendor spend and AP aging across every entity, whichever system the bill was entered in.
Board and lender reporting
Property performance next to the parent's financials in a Data App the board can open, instead of two exports joined in Excel.
Design, Build, Run
We take responsibility for the work from defining the outcome through implementation and ongoing support.
Design
We define the outcome, current processes and expected return with your stakeholders. A working example shows how Databasin would answer your business questions.
Build
We get your first use case live in 90 days. Communication, rollout, training and success measurement are included in the work.
Run
Choose the help you need after launch. We can run the solution for you, provide monthly support hours or stay on call.
Results from customer work
- 20+ systems unifiedDatabasin brought WashU Medicine's financial data together.
- Infrastructure costs at 1/3 of the traditional approachWashU Medicine's result from changing its data infrastructure.
18%
Higher grant proposal success
Measured at a research institution working with Databasin.
“What used to take weeks or sometimes even months now happens in minutes.”
Tools for recurring finance work
Plain-language questions
Databasin One answers questions over the prepared accounting records and includes its SQL.
Shared definitions
Reports and further questions can reuse the financial definitions maintained in the model.
Period filters
Period filters update the queries and measures in the shared finance application.
Viewer access
Data permissions determine which records each colleague sees in the shared application.
Filtered exports
Exports to CSV, Excel or PDF preserve the Data App's current filters.
Run monitoring
Run history and logs help explain whether an accounting refresh completed as expected.
Example: Investigating financial activity
Examining spend
A finance review follows spending through payable, vendor and ledger records, with operational detail connected where it helps explain a transaction.
Reviewing receivables
A receivables application relates the measure to customer records and gives finance the contributing transactions to examine during the review.
Reviewing grant activity
A shared grant view relates institutional accounting to public awards and their publication links for colleagues in research and finance.
What happens next
We would like to hear where your team wants to make progress with data and AI. We can discuss a project you have in mind or explore where Databasin could help with the work.
What happens next
Book a demo
Book a conversation about your organization and the work you want to improve. Questions about where to start are welcome.
Explore the opportunity
We show a working example that answers your business questions, then discuss what it would take to deliver it for your team.
Get the first result
After agreeing the first use case, we implement it with your team. We train the people using it and measure how it performs.
FAQ
Which data platforms connect to both Yardi and Sage Intacct?
Several tools can move data from each system separately. Databasin has ready-made connectors for both, Yardi DataConnect and Sage Intacct, and our team builds the combined model and reports for your finance team. Accounting and property management stay in Intacct and Yardi; Databasin is where you query and report across them.
Does Databasin replace the accounting work done in Sage Intacct?
No. Accounting continues in Sage Intacct. Databasin syncs the available records for analysis, shared applications and questions across sources. We prepare that work around the finance process, so colleagues can examine the accounting with its wider business context.
What authentication does the Sage Intacct connector use?
The native connector uses OAuth2 according to the catalog. We configure source access with the administrator for the records needed by the application. The scheduled pipeline uses that connection, and Databasin permissions govern how colleagues use the resulting data.
Can a financial measure include records outside Intacct?
Yes. We connect the relevant source and establish how its records relate to Intacct. The business owner helps define the measure's period, population and calculation. We implement that definition so the resulting figure answers the intended finance question.
How is the first accounting dataset loaded?
The first run backfills the selected records into Databasin. We examine the tables and relationships as we prepare finance's measures. Subsequent scheduled runs pull changes into that maintained dataset, which supplies the shared application and its links to other sources.
How will finance know whether a scheduled refresh completed?
The pipeline's run history and table details show what completed and what failed. We use the logs to investigate a problem and check the result. For a review involving several sources, we also account for the other preparation the application needs.
Can our Sage Intacct analysis run in a private Azure environment?
Yes. Databasin Private runs in your Azure tenant with your storage, keys and networks. We prepare the Intacct connection and finance applications there. Hosted and existing-platform arrangements are also available, with the environment selected around your organization's work and data requirements.
What happens when finance changes a reporting definition?
We revise the model and application with the measure's owner, then examine the affected records and calculations. Reviewing the changed figures confirms how the new definition works. This can be part of implementation or the continuing support for the finance application.
Can we compare an answer with the underlying accounting entries?
Yes. The SQL attached to an answer identifies its tables, joins and calculation. Reviewers can follow that query into the available accounting entries. The prepared definitions explain how those records contribute to the measure finance sees in the shared view.
Talk about your finance reporting
We can discuss the figures your finance team needs to understand and how its current reports work. Our team can explain how Sage Intacct and other business records could support the questions that arise during those reviews.