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features
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support

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Description

You can either capitalize on your current investments in Power BI or utilize it as an independent application to its fullest potential. Create visually appealing dashboards for your SharePoint users by integrating the report viewer web part into your pages, enabling them to collaborate with precise data. Additionally, these SharePoint dashboards are accessible through mobile browsers, allowing for on-the-go querying. You have the flexibility to save your reports in multiple formats such as Word, Excel, PDF, and PowerPoint. With the feature of scheduled delivery, you can receive vital reports directly in your email or have them published to a document library for easy redistribution. The system is compatible with Microsoft SSRS 2008R2 and later, facilitating a seamless migration of your existing reports. Furthermore, if you ever decide to transition from the BI Service, it ensures full compatibility with Microsoft's Power BI Report Server. Reports and dashboards can also dynamically filter content based on the identity of the current user or their location within SharePoint, enhancing the user experience. This adaptability makes Power BI an excellent tool for organizations looking to optimize their data reporting and visualization capabilities.

Description

Intapp Documents revolutionizes Microsoft SharePoint by transforming it into a robust content management system tailored for enhancing collaboration on engagement documents within your firm. By seamlessly integrating with Microsoft 365, your teams gain straightforward access to engagement-focused SharePoint sites, allowing them to organize metadata in a way that leverages AI tools such as Microsoft Copilot, thus streamlining document collaboration workflows. This solution is specifically designed to cater to the preferences and requirements of your professionals, making document management simpler and collaboration more effective, all directly through Microsoft Outlook and SharePoint. By optimizing content management workflows to align with your firm’s operational style, Intapp Documents enhances the delivery of engagement services right from these platforms. Enjoy a holistic view of client work with content that syncs effortlessly across Microsoft 365, ensuring that your firm remains productive and connected. Ultimately, this integration not only boosts the return on investment for your Microsoft 365 resources but also enhances compatibility with other Intapp offerings, paving the way for a more integrated and efficient work environment. As a result, your firm can achieve greater engagement growth and improved operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Microsoft PowerPoint Yes 
Microsoft SharePoint Yes 
Microsoft Word Yes 
DataLumio Yes 
GEN-OPS1 Yes 
Inhubber Yes 
Kontainer Yes 
Microsoft Azure Yes 
Microsoft Copilot No 
Microsoft Excel Yes 
Microsoft Outlook No 
Microsoft Power BI Yes 
Oracle Cloud Infrastructure Yes 
ProjectSync Yes 
Quickwork Yes 
SAP Cloud Platform Yes 

Integrations

Microsoft 365 Yes 
Microsoft PowerPoint Yes 
Microsoft SharePoint Yes 
Microsoft Word Yes 
DataLumio No 
GEN-OPS1 No 
Inhubber No 
Kontainer No 
Microsoft Azure No 
Microsoft Copilot Yes 
Microsoft Excel No 
Microsoft Outlook Yes 
Microsoft Power BI No 
Oracle Cloud Infrastructure No 
ProjectSync No 
Quickwork No 
SAP Cloud Platform No 

Pricing Details

$100 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ThorApps

Founded

2012

Country

Australia

Website

www.thorapps.com/bi-service-ssrs-reports-sharepoint

Vendor Details

Company Name

Intapp

Founded

2000

Country

United States

Website

www.intapp.com/documents/

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking No 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP Yes 
Report Export No 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Product Features

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

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