• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
  • X
  • Facebook
  • YouTube
  • LinkedIn
Support
Screen Connect
Pay Online
SWK logo.

SWK Technologies

Software Solutions & Services

  • Accounting & ERP Software
      • Acumatica Cloud ERP
        • Overview
        • Construction
        • Distribution
        • Field Service
        • Financial Management
        • Manufacturing
        • Professional Services
        • Project Accounting
        • Retail-Commerce
      • Sage Intacct
        • Overview
        • Construction and Real Estate (CRE)
        • Distribution Operations for Sage Intacct
        • Financial Services
        • Healthcare
        • Manufacturing Operations for Sage Intacct
        • Nonprofits
        • Professional Services
        • Sage Intacct Payroll powered by ADP
      • Sage 100
        • Overview
        • Business Intelligence
        • Core Accounting & Financials
        • Distribution
        • Manufacturing
        • Payroll
        • Sage 100 Contractor
      • More Accounting Products
        • QuickBooks
        • Sage 50
        • Sage 300
        • Sage 500
        • Sage BusinessWorks
      • ERP Add-ons
        • ADP Workforce Now
        • Altec
        • Avalara
        • AvidXchange
        • BigCommerce
        • CIMCloud
        • Cloud Hosting
        • DataSelf
        • Fortis
        • FreightPOP
        • Microsoft 365
        • Netstock
        • Ottimate
        • Sage Fixed Assets
        • Sage HRMS
        • Sage Intacct Payroll powered by ADP
        • Savant WMS
        • Scanco
        • ScanForce
        • Solver
        • SPS Commerce
        • Velixo
        • Workforce Go!
      • More ERP Add-ons
        • Bizinsight
        • Concur
        • Crystal Reports
        • Fraxion
        • Fusion RMS
        • FYISoft
        • JobOps
        • KnowledgeSync
        • Lockstep Collect
        • Nectari
        • Pacejet
        • Planning Maestro
        • Sage CRM
        • Sage Intelligence
        • Scissortail HCM
        • Service Pro
        • ShipStation
        • Shopify
        • Starship
        • Sugar CRM
        • Time & Billing Pro
        • Timekeeper
        • True Sky
      • Industries
        • Construction
        • Distribution
        • Financial Services
        • Healthcare
        • Manufacturing
        • Nonprofit
        • Professional Services
        • Retail
  • Managed Cloud Services
      • Managed Services
        • IT Support
        • Cloud Hosting
        • Infrastructure-as-a-Service
        • Managed Cloud Services
        • vCIO
        • Acumatica Infrastructure
      • IT Solutions
        • Backup & Continuity
        • Cybersecurity
        • Email Hosting
        • Microsoft 365 Services
        • Virtualization
  • Consulting & Implementation
    • Business Technology Consulting
    • eCommerce
    • Financing
    • Human Capital Management
    • Managed Cloud & IT Services
    • Partner Program
    • Software Development
    • Software Implementation
  • Resources
    • Help Desk
    • Blog Posts
    • Payments Portal
    • Webinars
    • YouTube Channels
    • Acumatica Resources
    • Sage Intacct Resources
    • Sage 100 Resources
    • IT Resource Pages
  • About
    • About SWK
    • Awards & Recognition
    • Life@SWK
    • Careers
    • Success Stories
    • SWK Gives
  • Contact
    • Contact Us
    • Support
    • Our Locations
A laptop with a graph on the screen.

Business Intelligence


NECTARI

Home » Products » Nectari

Nectari Business Intelligence and Reporting Software

Nectari is a fully integrated business intelligence (BI) and data management solution that enables you to capture real-time information direct from your Enterprise Resource Planning (ERP) software. It empowers all users with a simple interface, advanced analytics and self-sufficiency, eliminating the need for disparate tools or technical skills to simply access your reports. When integrated with ERP systems such as Sage Intacct or Acumatica, you gain a enterprise-wide view of your data in a standardized format that gives 360-degree visibility into your business processes, knocking down silos around your critical information.

Lack of visibility into your financials prevents you from obtaining the big picture from your margins, and leaves you unable to get the most out of your business output. Relying on incompatible legacy systems for your business intelligence and reporting will force you to revert to tedious manual entry and shrink your ROI. Modern data management also requires improved and more consistent cybersecurity to protect end user access to your mission-critical assets.

Integrating Nectari into your technology stack via your ERP will allow you to bridge the gap between your databases and unify your information channels in a consolidated view. With an intuitive UI, advanced business logic capabilities and simplified dashboards, users will be able to extract real-time data without having to exit and in out of multiple applications. Access is cybersecure to ensure your integration remains protected while consolidating your disparate data fields into a single version of truth.

Gain Visibility and Insight

Measure the performance of your organization through ready-to-use dashboards and reports designed specifically for your ERP system. Nectari’s pre-configured templates require minimal setup and provide immediate value through:

  • Real-time data access across web, mobile and Excel platforms
  • Over 100 visualization options for creating compelling insights
  • Built-in KPIs for Finance, Sales, Inventory and CRM
  • Advanced OLAP capabilities for analyzing large datasets
business-intelligence-software-excel-bi-export-sage-100

Empower All Users

Nectari removes traditional barriers to business intelligence by providing intuitive tools that don’t require technical expertise. Users can leverage powerful features including:

  • Web-based Workbooks offering familiar Excel-like functionality
  • Guided wizards for data extraction, formulas and pivot analysis
  • Drag-and-drop interface for custom dashboard creation
  • Self-service analytics with drill-down capabilities
  • Comprehensive budgeting and forecasting tools
nectari-dashboard-financial-analytics-accounting-erp
Collaborate Securely

Share insights across your organization while maintaining precise control over data access. Nectari’s security framework includes:

  • Granular permission management at user and group levels
  • Centralized security administration
  • Automated report distribution with conditional alerts
  • Annotation and collaboration tools
  • Audit trails for tracking system usage
The Nectari business intelligence dashboard embedded within Acumatica displays interactive sales analysis visualizations, including revenue and profit trends, geographical sales distribution across the United States, and detailed customer revenue metrics with filtering capabilities.
Manage Your Data Effectively

Manage data from multiple sources and locations using the extract, transform, load (ETL) process that blends data and prepares it for analysis and reporting in Nectari.

  • ETL data with Nectari DataSync
  • Consolidate multiple Sage Intacct or Acumatica tenants
  • Cut down on the time and costs of additional labor or tools for prepping or cleaning data
  • Migrate data from legacy or third-party systems
  • Consolidate data between disparate databases

Download the Nectari Data Management Guide here to learn more.

Achieve Quicker ROI

Why develop complex data models when Nectari provides out-of-the-box views and dashboards tailored to your ERP system? These pre-configured templates require minimal set-up and are ready to use from day one.

  • Analyze your enterprise’s performance with predefined reports
  • Consolidate and access large amounts of data
  • Provide KPIs for Finance, Sales, Inventory, and CRM
nectari-cfo-finance-accounting-cash-flow

Implementation and Migration

Transition to Nectari efficiently through standardized processes designed to minimize business disruption:

  • Structured data migration tools with validation capabilities
  • Pre-configured templates for common business scenarios
  • Comprehensive transformation options for data normalization
  • Historical tracking and change management
  • Integration validation frameworks
A Nectari profit and loss comparison dashboard within Acumatica shows detailed month-to-date and year-to-date budget versus actual analysis with revenue and cost breakdowns.

The Nectari logo on a white background.

Nectari BI – Key Features

Business Intelligence

  • Real-time reporting Pre-built templates for views, dashboards, and reports
    • Drilldown
    • Slice and dice
    • Filtering and sorting
    • Conditional formatting
  • Excel add-in
  • Sales forecasting and financial budgeting
  • Data modeling Universal Data Models
  • Report export (CSV, XLSX, XML, PDF, HTML)
  • Available through web, mobile and Excel
  • Embedded analytics
  • Available on-premises or in the cloud

Data Management

  • Data warehousing Data prepping using ETL
    • Filtering and transformation
    • Addition of calculated fields
  • Multi-source consolidation
  • Migration of legacy systems
  • Export to flat file
  • Multiple data connectors (on-premises or cloud)
  • Full and incremental data refresh
  • Includes extraction templates
Two laptops and a tablet displaying business dashboards.

Nectari ERP Integrations

Acumatica the Cloud ERP gold certified partner.

Nectari provides Acumatica users with streamlined access to their operational data through two comprehensive offerings. The Essentials edition delivers rapid time-to-value through pre-configured reports and dashboards that are ready to use from day one. This version supports up to 10 users with 35GB of storage capacity, making it ideal for growing organizations seeking immediate analytical capabilities.

For enterprises requiring more extensive capabilities, the Professional edition allows for unlimited users and up to 750GB of storage. Both editions integrate directly within Acumatica’s UI, allowing users to access real-time analytics without switching applications. The integration also includes free eLearning resources and intuitive wizards that guide you through creating custom reports and dashboards, ensuring your teams can leverage the full power of your business data without requiring extensive technical training.

Compare the Essentials vs Professional Editions here.

Nectari elevates Sage Intacct’s native capabilities with powerful business intelligence and reporting tools that integrate seamlessly with your financial data. By consolidating information across multiple tenants and external sources, this integration enables comprehensive analysis of both financial and non-financial data while maintaining your established security framework.

Users can access pre-configured reports and dashboards tailored specifically for Sage Intacct, providing immediate insights into key financial metrics. Nectari’s Universal Data Models handle large volumes of data efficiently, offering sophisticated analytics for Finance, Sales, Inventory, and CRM without requiring technical expertise. The solution supports unlimited user-defined dimensions and custom fields, ensuring your reports capture the specific metrics that matter to your organization.

Ready to take the next step?

Contact SWK today to get in touch with one of our experts. We’ll go over your business challenges and unique needs, and see where you can unlock new value from your technology and make your operations run easier.

Get in touch!

Our Latest Posts

Recreational Play Structure

How a Recreational Play Structure Builder Laid the Groundwork for Their Lasting Growth

Read moreHow a Recreational Play Structure Builder Laid the Groundwork for Their Lasting Growth
Hands holding an open silver padlock over a laptop keyboard, symbolizing cybersecurity vulnerabilities that phishing attacks exploit in financial services firms

Why Financial Services Firms Need Phishing Defense

Read moreWhy Financial Services Firms Need Phishing Defense
Black laptop displaying Acumatica General Ledger journal transactions screen on a desk with coffee mug and notepad, showcasing the financial management interface on a computer in an office setting.

Acumatica General Ledger Training – Key Tips & Tricks

Read moreAcumatica General Ledger Training – Key Tips & Tricks

Awards and Accreditations

Top work places in NJ 2020.
Acumatica the Cloud ERP gold certified partner.
The Gold Microsoft partner logo on a black background.
Sage business partner diamond logo.
Dell Technologies Gold Partner
Sage tech partner logo.

Stay in the know!

Subscribe for exclusive ERP, process automation, IT and cybersecurity news.

Twitter
  • Facebook
  • YouTube
  • LinkedIn

Home
About
Contact

Support
Screen Connect
Pay Online
Downloads

SWK logo.

Headquarters:
120 Eagle Rock Ave, Suite 330
East Hanover, NJ 07936

Contact:
info@swktech.com
(877) 979-5462

Copyright © 2025 · SWK Technologies, Inc. · All Rights Reserved · Terms of Use · Privacy Policy

This site uses cookies to collect information about your browsing activities in order to provide you with more relevant content and promotional materials, and help us understand your interests and enhance the site. By continuing to browse this site you agree to the use of cookies. Visit our privacy policy to learn more.I understand