DAX App

About

DAX (Data Automation Xchange) is an AI-powered financial intelligence app for organizations running Sage Intacct. Instead of navigating complex report builders or exporting data manually, your team can retrieve the financial data they need through simple conversation — in Slack or Microsoft Teams. The app is built around nine specialized AI agents, each focused on a core area of Sage Intacct: - The General Ledger Agent queries GL detail directly from your chart of accounts. - The Accounts Payable Agent retrieves bill and bill item data, while the Accounts Receivable Agent handles invoice lookups and customer searches. - The Budget Agent pulls GL budget items for comparison against actuals. - For more advanced reporting, the Custom Report Agent and Interactive Custom Report Agent let you build and run Custom Report Writer queries on demand — including support for large datasets with automatic pagination and polling. - On the project accounting side, the Project Contracts Agent retrieves every category of contract value — original, revised, approved changes, pending changes, forecasted, and other adjustments. - The Project Estimates Agent does the same across all estimate categories. The Job Actuals Agent pulls real revenue and cost data broken down by task, cost type, or GL account. Whether you're a controller pulling budget-to-actuals, a project manager checking contract status, or a CFO reviewing job profitability — DAX puts your Sage Intacct data one question away.