With the 2026 R4 release, Nectari introduces a new beta live Sage Intacct connection that enables real-time financial and budget reporting directly within SEI. Instead of waiting for scheduled DataSync refreshes, users can access current financial balances and budget data through new live data models and pre-configured workbooks, helping improve reporting timeliness, reduce maintenance effort, and support faster decision-making
3 Latest Updates in Nectari
New Data Source Type
First look - new (beta) data source type for Sage Intacct connection in Nectari (Sage Enterprise Intelligence) for real-time financial reporting with the latest SEI release (2026 R4).
**Option not available for cloud customers.
Nine new pre-configured workbooks
The latest template with Nectari version includes nine new pre-configured workbooks for live Intacct data. These ready-to-use templates make it easier for customers to view their financial data in real time, rather than waiting for the next DataSync refresh to show updated information.
The new workbooks include:
- Trial Balance (Real Time)
- Trial Balance V2 (Real Time)
- Profit and Loss (Real Time)
- Profit and Loss – Yearly Comparison (Real Time)
- Profit and Loss Forecast – Actual & Budget (Real Time)
- Profit and Loss – Actual vs Budget (Real Time)
- Profit and Loss – 5 Years Comparison (Real Time)
- Balance Sheet – YoY (Real Time)
- Balance Sheet – MoM & YoY (Real Time)
- Cash Flow (Real Time)
New Finance and budget data models
Added workbooks use two new data models from the new template: Finance (Real Time) and Budget (Real Time), which function differently than other standard data models to help maintain workbook performance with several other key benefits, including accurate reporting across several dimensions and currencies, and less end-user effort needed to create detailed financial reports.
Learn More about Nectari/SEI
Let us know if you would like to review these features in further detail or upgrade to the latest SEI/Nectari release.
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