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Elevate Excel:
True Sky for Sage 300

A COMPLETE SOLUTION FOR BUDGETING, PLANNING, FORECASTING, AND REPORTING – BUILT FOR FINANCE, TRUSTED BY IT, AND CERTIFIED BY SAGE.

Excel is great for modeling and analysis, but at the organizational level, its flaws show — errors slip in, versions multiply, and security is lacking. Add disconnected Sage 300 data, and the pain grows. True Sky solves this by combining Excel’s familiarity with enterprise-grade controls: error reduction, version management, secure access, and seamless Sage 300 integration.

True Sky connects seamlessly with Sage 300, giving Finance leaders the control they need today and the confidence that their budgeting solution will adapt as their systems and environment evolves.

About True Sky

True Sky offers a comprehensive solution for companies seeking to enhance their budgeting, planning, forecasting, and reporting processes. Equipped with a robust tool, dynamic integrations (certified for Sage 300), a proven implementation methodology, and tailored ongoing support, True Sky ensures that your budgeting process facilitates collaboration, rigorous review, and reliable data accuracy, eliminating the administrative burdens usually associated with Excel-based budgeting. With True Sky, customers can concentrate on using the budget to make informed decisions and propel their businesses forward.

Key Features

Key Features

Key Benefits

Sage 300 Integration

  • Only certified integration
  • Always work with real-time data
  • No manual rekeying
  • Single source of truth
  • Fewer support requests

Excel Interface

  • Familiar
  • Low training curve
  • Happy end users
  • Less IT reliance

Central Database

  • One version of the truth
  • No lost files
  • Governance, backups and compliance handled properly
  • Deploy on-premise or in the cloud

Workflow and Approvals

  • Accountability and ownership built in
  • Clear role-based permissions
  • Reduce risks

Scalability

  • Easy to involve more departments
  • Stable performance even with large data volumes 

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More than Software: The True Sky Solution

Powerful Tool

True Sky gives you one powerful tool for all your budget, planning, forecast and reporting needs. True Sky utilizes an Excel, not Excel-like, interface for end users. This means end user training goes very quickly and with minimal push back. Your end users can continue to leverage what they know (and love) about Excel, while gaining the power and control of our database-driven software. True Sky allows you to eliminate administrative work and improve the reliability of your data – allowing you to budget more frequently, faster, with better insight into your business.

Dynamic Integrations

At True Sky, we are familiar with how time-consuming integrations and painful can be, and we also recognize their importance and convenience. True Sky has extensive experience with integrations, setting us apart from other solutions. True Sky integrates seamlessly with your ERP, and any other electronic data sources, whether it be an HR system, CRM, order system etc. Our integration, unlike other companies, is truly seamless. Once configured, no further action is required on your part. The ERP becomes your data source – any changes you make in your ERP  – a new account, new transactions, etc. – automatically get brought over to True Sky. You don’t have to worry about maintaining two systems, or reconciling them. This two-way integration seamlessly brings ERP data to and from True Sky, as needed. We can also serve as a database for another solution if you want to query our data. The integration is run on a schedule, usually overnight, but there is the added flexibility of running it on demand, from our administration console. Overall, our integrations provide you with real-time access to data, eliminating the manual work and errors that come along with. 

Proven and Tested Implementation Process

Our implementation approach, refined over time, stands apart from plug-and-play solutions.  And it starts right from the sales process, where we spend time assessing input sheets and reports to determine what models and templates you need configured in True Sky. Once determined, we decide the most effective way to implement. We encourage phased approaches, starting with certain parts of your budget to allow you more time to become familiar with True Sky. It also gives our team more insight into your business processes. With this insight, we can continue to provide more thoughtful recommendations. During the implementation, you will be assigned a PM and Senior Consultant, who will work with you closely to ensure your needs are met. Not only do we have internal reviews before going live with True Sky, but we also set up review sessions after go-live, to make adjustments as necessary, and discuss feedback based on your real-life experience with True Sky.

Tailored, Ongoing Support: The Advantage Program

After dedicating years to creating your Excel-based budgeting processes, we’re here to help your journey with True Sky. Our commitment doesn’t end at implementation—we’re here to stay, partnering with you to enhance and refine your processes. Our goal is to make your budgeting cycle even more efficient and effective. With our support program, ‘The Advantage Program’, We’ll proactively assist you before each budget cycle, helping with template updates, new user training, report adjustments, and more. No need to scramble alone at the last–minute – we’ve got you covered well in advance. We also aim to have the same consultants who handled your implementation continue working with – maintaining a strong relationship and deep understanding of your business.

Enterprise Capability, Excel Simplicity

Capability

Centralized Database

Workflow and Approvals

Security and Audit Trails

Seamless Data Merging

Sage X3 Integration

Excel Interface

Traditional Excel

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True Sky

How True Sky Helps

Enhanced Accuracy

Say goodbye to spreadsheet errors. True Sky employs advanced algorithms and automated calculations, ensuring pinpoint accuracy in your financial data. Eliminate the risk of manual entry mistakes and make decisions based on precise, error-free information.

Effortless Collaboration

Break free from version control headaches and streamline collaboration effortlessly. True Sky provides real-time, multi-user functionality, allowing teams to work seamlessly on the budgeting process. Experience a collaborative environment where everyone is on the same page, fostering efficient teamwork.

Time Efficiency and Automation

Reclaim valuable time for strategic decision-making. True Sky automates routine tasks, accelerating the budgeting process. Enjoy the efficiency of automated workflows, giving you the freedom to focus on high-level financial analysis and planning rather than getting bogged down by manual data manipulation.

Excel Interface for Familiarity and Control

Keep the familiarity of Excel while gaining advanced controls. True Sky uses Excel as the end-user interface, empowering users with enhanced features and controls for enterprise-level budgeting and forecasting. Enjoy the best of both worlds – the comfort of a familiar tool and the power of a comprehensive budgeting solution.