Sage intacct advisory

New client activity tabs in Usage insights—Consoles

View how your client companies are using Sage Intacct with the new Usage insights tabs. Explore activity across transactions, login patterns, banking, subscriptions, platform usage, and more to stay current on client activity and deliver better-informed advisory services.

Key benefits

  • Consolidated client activity: View client subscriptions, users, transactions, banking, and platform app activity all in one place.

  • Informed advisory: Spot trends in client transactions, banking, and login data to deliver targeted services and support client needs.

What's changed

7 new Usage insights tabs provide a comprehensive view of client activity.

For more information, go to About Usage insights.

How it works

  1. Go to My practiceAll > Practice metrics > Client insight.

  2. Select a tab to view more information.

Permissions and other requirements

Subscription

Company

Regional availability

All regions

User type

Business user with admin privileges

Permissions

Administration:

  • Usage insights: View