| 88 | 6 | Build your own | Ready to build yours | 2 |
|---|---|---|---|---|
| performance signals | automated checks | automated fixes | workflows | API operations |
Monitor performance
88 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher.| Signal | Outcome | Alert behaviour | What it tracks |
|---|---|---|---|
| AR Aging on Customers with Active Ecom Orders | Protect revenue | Alert band 1000 / 10000 | AR Aging on Customers with Active Ecom Orders, broken down by row. |
| B2B Customers with VAT Number Mismatch (ecom vs Sage) | Protect revenue | Merchant rule | UK B2B VAT compliance requires consistent VAT registration number across ecom and ERP. Mismatch = reverse-charge accounting error risk. |
| Current VAT Return Status (MTD) | Protect revenue | Merchant rule | HMRC Making Tax Digital VAT return cycle status. Overdue = surcharge risk + repeat-offender escalation. |
| Days Since Last Bank Reconciliation | Run operations | Merchant rule | UK Bacs cycle assumes weekly recon; gaps >7d compound and inflate close-cycle workload. |
| Dead Stock Value | Run operations | Watch only | Dead Stock Value from Sage Intacct / Business Cloud, grouped under Inventory. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecommerce |
| Dead Stock with Active Ad Spend | Protect revenue | Watch only | Dead Stock with Active Ad Spend from Sage Intacct / Business Cloud, grouped under Cross-Channel: Revenue at Risk. Computes when a live Sage Intacct / Business Cloud tenan |
| ERP-vs-Ecom Inventory Variance % | Run operations | Alert band 1 / 5 | Intacct Inventory module required. Sage Business Cloud Accounting doesn’t ship inventory , card hides for those merchants. |
| Ecom Customers Absent from Sage Customer Master | Protect revenue | Alert band 0 / 10 | Sage Network sync gap. B2B-flagged ecom customers missing in Sage = VAT-line classification fails on next invoice batch. |
| Ecom Orders Missing Matching Sage Transaction | Protect revenue | Merchant rule | Sage Network or 3rd-party connector integration gap , revenue invisible to GL + VAT-return base understated. |
| Gross Margin Percentage | Run operations | Watch only | Gross Margin Percentage from Sage Intacct / Business Cloud, grouped under Margin & Cost. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconcile |
| Inventory Aging | Run operations | Watch only | Inventory Aging from Sage Intacct / Business Cloud, grouped under Inventory. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecommerce |
| Inventory Item On-Hand Went Negative | Run operations | Merchant rule | Alerts for Inventory Item On-Hand Went Negative. |
| Inventory Sync Drift | Protect revenue | Watch only | Inventory Sync Drift from Sage Intacct / Business Cloud, grouped under Cross-Channel: Revenue at Risk. Computes when a live Sage Intacct / Business Cloud tenant is connec |
| Margin Erosion Alerts | Run operations | Watch only | Margin Erosion Alerts from Sage Intacct / Business Cloud, grouped under Margin & Cost. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles |
| OOS with Open Order Demand | Protect revenue | Watch only | OOS with Open Order Demand from Sage Intacct / Business Cloud, grouped under Cross-Channel: Revenue at Risk. Computes when a live Sage Intacct / Business Cloud tenant is |
| Open (Pending) Transactions | Run operations | Alert band 0 / 50 | gltransaction rows in Pending / Reviewed / Submitted state. Backlog suggests approval-routing rule broken. |
| Orders Blocked on Inventory or Credit | Run operations | Alert band 0 / 5 | Orders Blocked on Inventory or Credit from Sage Intacct / Business Cloud, grouped under Inventory. Computes when a live Sage Intacct / Business Cloud tenant is connected; |
| Period Close / VAT Return Past Deadline | Run operations | Alert band 0 / 5 | MTD VAT submission overdue = HMRC surcharge. Pair with period-close overdue alarm. |
| Revenue Booked into GL | Grow revenue | Watch only | Revenue Booked into GL from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconcil |
| Revenue Gap | Protect revenue | Watch only | Revenue Gap from Sage Intacct / Business Cloud, grouped under Cross-Channel: Revenue at Risk. Computes when a live Sage Intacct / Business Cloud tenant is connected; reco |
| Revenue Gap vs Commerce | Grow revenue | Alert band 0 / 5 | Revenue Gap vs Commerce from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconci |
| Revenue Lines Missing VAT Code (MTD) | Grow revenue | Merchant rule | Revenue-line transactions without VATCODE = MTD non-compliant. HMRC requires digital records for every VAT-eligible transaction. |
| SKUs with Intacct-vs-Ecom Inventory Drift >5% | Protect revenue | Alert band 1 / 5 | SKUs with Intacct-vs-Ecom Inventory Drift >5%, broken down by row. |
| Sage Health Score | Run operations | Merchant rule | Composite: VAT-coded-complete x smart-coding-queue-clean x bank-recon-fresh x AR-aging-low. |
| Smart Coding Queue Depth (24h) | Catalogue quality | Merchant rule | Intacct’s auto-categorisation engine , backlog usually = unrecognised PSP fee descriptors needing rule training. |
| Transactions Failing Validation (imbalance / missing VAT) | Run operations | Alert band 0 / 5 | Alerts for Transactions Failing Validation (imbalance / missing VAT). |
| AR Aging , 60+ Days | Run operations | Alert band 5 / 15 | Description pending editorial review; the signal is live. |
| AR Balance (live) | Run operations | Watch only | Description pending editorial review; the signal is live. |
| Days Sales Outstanding (DSO) | Run operations | Alert band 30 / 60 | Description pending editorial review; the signal is live. |
| Ecom Customers Absent from Sage | Run operations | Alert band 0 / 10 | Description pending editorial review; the signal is live. |
| Period Close Status | Run operations | Alert band 0 / 5 | Description pending editorial review; the signal is live. |
| Transaction Imbalances | Run operations | Alert band 0 / 5 | Description pending editorial review; the signal is live. |
| A/R Aging Detail | Run operations | Alert band 5 / 25 | A/R Aging Detail from Sage Intacct / Business Cloud, grouped under AP/AR Cycle. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecommer |
| AR Aging Buckets | Run operations | Watch only | AR Aging Buckets, compared across items. |
| Active Customers | Run operations | Watch only | Active Customers from Sage Intacct / Business Cloud, grouped under Customer Master. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles eco |
| Average Landed Cost per Unit | Run operations | Alert band 0 / 10 | Average Landed Cost per Unit from Sage Intacct / Business Cloud, grouped under Inventory. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconcil |
| Average Order Value | Grow revenue | Alert band 0 / -5 | Average Order Value from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles |
| B2B Payment Terms Mix | Run operations | Watch only | B2B Payment Terms Mix from Sage Intacct / Business Cloud, grouped under AP/AR Cycle. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ec |
| Cash Application Rate | Run operations | Alert band 95 / 85 | Cash Application Rate from Sage Intacct / Business Cloud, grouped under AP/AR Cycle. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ec |
| Cash Applied Today | Run operations | Watch only | Cash Applied Today from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconcile |
| Cash Collected | Grow revenue | Alert band 0 / -15 | Cash Collected from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecomm |
| Consolidated Revenue Trend | Grow revenue | Watch only | Consolidated Revenue Trend from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reco |
| Credit Hold Spike | Run operations | Alert band 0 / 5 | Credit Hold Spike from Sage Intacct / Business Cloud, grouped under Nerve Centre. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecomm |
| Credit Memo Value | Grow revenue | Watch only | Credit Memo Value from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ec |
| Customer Churn Signals | Run operations | Alert band 0 / 5 | Customer Churn Signals from Sage Intacct / Business Cloud, grouped under Customer Master. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconcil |
| Customer Credit Utilisation | Run operations | Alert band 60 / 85 | Customer Credit Utilisation from Sage Intacct / Business Cloud, grouped under AP/AR Cycle. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconci |
| DSO Increase Alert | Run operations | Alert band 0 / 10 | DSO Increase Alert from Sage Intacct / Business Cloud, grouped under Nerve Centre. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecom |
| Dead Stock Threshold Breach | Run operations | Alert band 5 / 15 | Dead Stock Threshold Breach from Sage Intacct / Business Cloud, grouped under Nerve Centre. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconc |
| Entity Health Roll-up | Run operations | Watch only | Entity Health Roll-up from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconc |
| Entity Performance | Customer experience | Watch only | Entity Performance from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconcile |
| FX Currency Exposure | Run operations | Alert band 5 / 15 | FX Currency Exposure from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconci |
| High-Value Overdue Invoices | Run operations | Alert band 0 / 50000 | High-Value Overdue Invoices from Sage Intacct / Business Cloud, grouped under Nerve Centre. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconc |
| Intercompany Balance | Run operations | Watch only | Intercompany Balance from Sage Intacct / Business Cloud, grouped under Multi-Entity. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ec |
| Inventory Carrying Cost | Run operations | Watch only | Inventory Carrying Cost from Sage Intacct / Business Cloud, grouped under Margin & Cost. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconcile |
| Inventory Turnover Ratio | Run operations | Alert band 4 / 2 | Inventory Turnover Ratio from Sage Intacct / Business Cloud, grouped under Inventory. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles e |
| Invoiced Revenue | Grow revenue | Alert band 0 / -5 | Invoiced Revenue from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles eco |
| Journals by Source Module | Run operations | Watch only | Journals by Source Module. |
| Landed Cost Variance vs Standard | Run operations | Alert band 2 / 5 | Landed Cost Variance vs Standard from Sage Intacct / Business Cloud, grouped under Margin & Cost. Computes when a live Sage Intacct / Business Cloud tenant is connected; |
| Low Stock Alerts | Protect revenue | Alert band 0 / 5 | Low Stock Alerts from Sage Intacct / Business Cloud, grouped under Inventory. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecommerce |
| Margin Compression | Run operations | Alert band 0 / 2 | Margin Compression from Sage Intacct / Business Cloud, grouped under Nerve Centre. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecom |
| Margin by SKU | Catalogue quality | Alert band 30 / 10 | Margin by SKU from Sage Intacct / Business Cloud, grouped under Margin & Cost. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecommerc |
| Open Order Value | Run operations | Watch only | Open Order Value from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles |
| Open Orders | Run operations | Watch only | Open Orders from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecomm |
| Order State Breakdown | Run operations | Watch only | Order State Breakdown from Sage Intacct / Business Cloud, grouped under Executive Overview. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconc |
| Order to Invoice Lead Time | Run operations | Alert band 3 / 7 | Order to Invoice Lead Time from Sage Intacct / Business Cloud, grouped under Sales Orders. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconci |
| Orders on Credit Hold | Run operations | Alert band 0 / 5 | Orders on Credit Hold from Sage Intacct / Business Cloud, grouped under AP/AR Cycle. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ec |
| Overdue Invoice Value | Run operations | Alert band 0 / 50000 | Overdue Invoice Value from Sage Intacct / Business Cloud, grouped under AP/AR Cycle. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ec |
| Returns Count | Run operations | Alert band 5 / 20 | Returns Count from Sage Intacct / Business Cloud, grouped under Sales Orders. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecommerce |
| Revenue Booked Over Time | Grow revenue | Watch only | Revenue Booked Over Time from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconc |
| Revenue Gap Spike | Grow revenue | Alert band 0 / 20 | Revenue Gap Spike from Sage Intacct / Business Cloud, grouped under Nerve Centre. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecomm |
| Revenue by Currency | Grow revenue | Watch only | Revenue by Currency from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles |
| Revenue by Entity | Grow revenue | Watch only | Revenue by Entity from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ec |
| Revenue by Segment | Grow revenue | Watch only | Revenue by Segment from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles e |
| Top B2B Accounts by Revenue | Grow revenue | Watch only | Top B2B Accounts by Revenue from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; rec |
| Top Customers by Revenue | Grow revenue | Watch only | Top Customers by Revenue from Sage Intacct / Business Cloud, grouped under Revenue & Sales. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconc |
| Top Findings Across Entitys | Run operations | Alert band 0 / 5 | Top Findings Across Entitys from Sage Intacct / Business Cloud, grouped under Multi-Entity. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconc |
| Top SKUs by Inventory Value | Run operations | Watch only | Top SKUs by Inventory Value from Sage Intacct / Business Cloud, grouped under Inventory. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconcile |
| Total COGS | Run operations | Watch only | Total COGS from Sage Intacct / Business Cloud, grouped under Margin & Cost. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles ecommerce a |
| Unpaid Invoice Count | Run operations | Watch only | Unpaid Invoice Count from Sage Intacct / Business Cloud, grouped under AP/AR Cycle. Computes when a live Sage Intacct / Business Cloud tenant is connected; reconciles eco |
| AP Aging , 60+ Days | Run operations | Alert band 10 / 30 | Description pending editorial review; the signal is live. |
| Accrual Reversals (last close) | Run operations | Merchant rule | Description pending editorial review; the signal is live. |
| Active Vendors | Run operations | Watch only | Description pending editorial review; the signal is live. |
| Manual JEs as % of Total | Run operations | Alert band 10 / 25 | Description pending editorial review; the signal is live. |
| New Customers (30d) | Run operations | Watch only | Description pending editorial review; the signal is live. |
| On-Hand Inventory Value | Run operations | Watch only | Description pending editorial review; the signal is live. |
| Period Close On-Time Rate (12mo) | Run operations | Merchant rule | Description pending editorial review; the signal is live. |
| Slow-Moving Inventory (>90d) | Run operations | Merchant rule | Description pending editorial review; the signal is live. |
| Vendor Payment On-Time Rate | Run operations | Merchant rule | Description pending editorial review; the signal is live. |
Audit risks and opportunities
A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable.| Check | Severity | Outcome | Why it matters | Fix status |
|---|---|---|---|---|
| Journal entries failed to post (debit != credit) | critical | Protect revenue | An entry where debits and credits do not match cannot post to a correct ledger; if it exists at all, it means something upstream (an import, an integration, a manual entry) produced a genuin | Report only |
| AR aging on 60+ day buckets above threshold | high | Run operations | More than 15% of receivables are sitting in the 60+ day bucket. The longer an invoice goes unpaid, the less likely it is ever collected in full, so this is not just a cash-flow timing issue, | Report only |
| ERP-vs-ecom inventory variance > 5% on SKUs with active orders | high | Protect revenue | Stock levels disagree between the ERP and the storefront by more than 5% on SKUs that currently have active orders. That gap risks selling inventory that is not really there (an oversell) or | Report only |
| Period close past deadline | high | Run operations | The accounting period is more than 5 days past its close deadline and still open. Every day it stays open is another day transactions can still be edited or added to a period that reporting, | Report only |
| Unposted journal entries >50 (GL hygiene) | high | Run operations | More than 50 journal entries are sitting unposted. Every report pulled from the general ledger while this backlog exists, profitability, cash position, tax figures, is working from incomplet | Report only |
| Ecom customers absent from ERP customer master after 7d | medium | Run operations | Customers who ordered over a week ago still are not in the ERP’s customer master. Anything downstream that depends on that record, invoicing, tax reporting, credit terms, customer-level repo | Report only |
Build your own automated fixes
6 checks report findings on Sage Intacct / Business Cloud today. Turn any finding into an automated fix with a Vortex IQ workflow: 13,885 read and write operations across 229 connectors are available as building blocks, with approval, verification and rollback on every change.Automate approved work
Vortex IQ is integrated with 0 read and 2 write operations across iaxmlxmlgwphtmls, tokens on Sage Intacct / Business Cloud. Combine them with anything from the 13,885 operations across 229 connectors to automate the work in your own words. Changes follow the merchant’s configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system.Ready to build your first Sage Intacct / Business Cloud workflow
Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build.Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.