Zap Live for Sage Intacct
Governed Excel reporting, deployed in days
Zap Live turns Sage Intacct data into governed Excel reporting. Connect Excel to a pre-built Sage Intacct data model, then pivot millions of rows in under a second with version-controlled calculations and unbreakable formatting. One governed model powers Excel, Power BI and Fabric, so every workbook works from the same trusted numbers.
Spreadsheets remain the dominant tool for FP&A: 96% use them for planning and 93% for reporting on at least a weekly basis.Association for Financial Professionals, Feb 2025
Excel's missing pieces
Calculation governance
Excel isn't the enemy, a lack of calculation governance is. Every workbook redefines metrics that matter, like Net Margin.
Data governance
Every workbook pulls its own snapshot of data, turning board meetings into reconciliation sessions.
PivotTable gaps
Native PivotTables break formatting, lack time intelligence, and choke on enterprise datasets.
Free 14-day trial with guided setup. We can loop in your Sage Intacct partner when you're ready.
Request Free TrialExcel foundations done right
Pivot faster
- Sub-second pivots Pivot millions, even billions, of underlying rows in under a second.
- Zero workbook overhead The engine does the work, so your workbook stays light and fast.
- Instant on existing sheets Point Zap Live at the sheets you already have and feel the speed immediately.
Design smarter
- PivotTables, upgraded Everything native PivotTables do, plus stable formatting that never breaks on refresh.
- Drag-and-drop time intelligence Built-in time intelligence and date logic without writing a formula.
- Multi-query flexibility Blend multiple queries in one report for the view you actually need.
Trust deeper
- Centralized calculations Version-controlled metrics so every workbook uses the same definition of Net Margin.
- Unified data foundation Excel and your analytics tools work from one governed source, no snapshots.
- Writeback to warehouse Push budgets and planning numbers back into the governed warehouse.
Zap Live, inside Excel
What is Zap Live?
Zap Live is a Microsoft Store add-in that connects Excel to your automated ERP data warehouse. Install Zap Live directly from Excel, sign up for a Zap Data Hub subscription, and deploy a pre-built data warehouse in under an hour.
What we deliver
Centralized calculations
Centralized, version-controlled calculations ensure all changes are auditable and reversible.
Unified data foundation
One governed model powers Excel, Zap Analytics or Power BI, and Microsoft Fabric, with no data silos.
Analytics-level performance
Sub-second pivots on warehouse-scale data with zero load on your ERP.
Drag-drop with time intelligence
Familiar pivot moves plus built-in time intelligence and unbreakable formatting.
Runs anywhere
Runs on Windows, Mac, and Web Excel with silent Office-Store auto-updates.
Explore the Zap platform
Zap Live Excel Add-in for Sage Intacct, answered.
Why is Zap Live better than using Excel's native PivotTable against Power BI or Analysis Services?
Native PivotTables break formatting on refresh, lack calculated fields and date-range slicers, and slow to a crawl on enterprise data. Zap Live gives you stable formatting, centralized version-controlled calculations, hierarchical slicing and a purpose-built query engine, so pivots stay fast and correct.
Why not just connect Excel directly to SQL?
A raw SQL connection has no formatting, no governance and no shared calculations, and every refresh hammers your ERP. Zap Live works against a governed warehouse instead, so reporting load never touches the ERP and every workbook uses the same definitions.
Why pair Zap Live with Zap Data Hub instead of a direct-connection ERP add-in?
A direct add-in reads one ERP's tables. Zap Data Hub gives you a governed warehouse that blends multiple sources, enforces formula governance and serves Excel, Power BI and Fabric from one source of truth.
How do I get Zap Live and what does it cost?
Install Zap Live free from the Microsoft Office Store. Using it needs a Zap Data Hub subscription. Licensing is by user type (Designer and Consumer); see the pricing pages for detail.
How fast can I go?
Zap Live streams data into Excel for sub-second pivots even on billion-row warehouses. Refresh on a schedule or on demand, whenever you need the latest numbers.
Is my data secure?
Zap Live uses Microsoft 365 single sign-on with your existing MFA and conditional access, encrypts data in transit and at rest, and honors row-level security. Compliance documentation is in our Cloud Security Overview.
Can I write back data to the warehouse?
Yes. Zap Live can write budgeting and planning figures back through a governed pipeline, keeping Excel's flexibility while the warehouse stays the single source of truth.
Talk data to us.
Getting started is easy. We're with you every step of the way, with in-app training, dedicated support and a global team committed to your data transformation.