Sage Intacct Coffee Break Demo
Watch this 30-minute product tour to Discover how Sage Intacct’s AI-powered financials, planning, analytics, and insights can propel your business forward!
Advantages of using Sage Intacct
Sage Intacct offers all of the tools you require to manage your core financials in one integrated solution. Reduce or completely eliminate your reliance on spreadsheets, automate your processes, and maximize your visibility of data so you’re always equipped with accurate information to make educated business decisions.
As you grow, expand your solution with you. Sage Intacct includes built-in modules that can be activated to advance your solution’s capabilities. Modules such as multi-entity management, global consolidations and inventory management allow you to enhance functionality as your business needs change, so you can tackle even the most complex challenges.
Sage Intacct is a cloud solution designed to grow with your organization. Built to be flexible, it can integrate with the solutions you already have in place, the wide range of complimentary solutions available in Sage Business Cloud, as well as many other industry-specific or unique solutions you may want to add along the way.
Save thousands of hours annually by automating manual AP processes and streamlining inefficient workflows. With a few simples clicks you can configure the approvals process, workflows and internal controls based on your personal preferences and company requirements. This will allow your team to focus their time on higher-value activities and at the same time, will strengthen the reliability of your data.
With features such as automatic processes, email invoices and multiple payment options for customers, Sage Intacct makes your AR team more efficient and helps you get paid faster. Sage Intacct can also connect with your CRM solution so you not only have a single view for quotes, sales orders and invoices, but automatically post your order transactions to both your general ledger and AR ledger – streamlining billing & accounting. Additionally, you can automate dunning and collection notices to make collections painless.
Read on the Practices of Best Performing Finance Leaders:
Streamline Procurement and Payments
Ensure your purchasing team is ordering the material that you need, when you need it and in the correct quantities. Sage Intacct’s purchase order software allows you to automate and streamline purchase requisitions, purchase orders, and sign-offs. It also connects with accounts payable, cash management and inventory so you don’t have to enter the same data multiple times. Customizable, role-based dashboards in Sage Intacct give your purchasing team all the real-time information they need to make immediate decisions.
With Sage Intacct accounting software you can leverage best practice templates to ensure your processes, such as requisitions, quotes and returns, are optimally designed and followed by everyone in your organization. This gives you better control over workflows and helps maintain consistency in your processes.
Minimize Manual Processes
If you’re working with systems that aren’t integrated, order management can become a time-consuming process with a lot of chances for error – whether it’s manually entering orders into multiple systems or having to manually track and move the order through your system. With Sage Intacct, the only manual process is entering the order into your one system when it’s first received. The order information then automatically flows to the appropriate departments according to the workflow you’ve set up, such as to fulfillment and billing.
Get Sales and Finance on the Same Page
Integrating Sage Intacct accounting software with CRM enables you to track information about your customers and customer interactions in one place that’s accessible for both your sales and finance teams. This gives your teams valuable insight and ensures they’re on the same page with the same information – improving workflows and customer satisfaction. Sage Intacct can easily integrate with Sage CRM on the Sage Business Cloud, as well as Salesforce CRM – making it simple and easy to maximize the benefits.
Visibility of all Transactions
Sage Intacct accounting software gives you access to all of your transactions from credit cards, chequing and savings accounts in one place so you have a complete and real-time picture of your cash flow without needing to access multiple systems.
Import statements from all of your financial institutions and automatically reconcile your chequing, savings and credit card accounts. Using spreadsheets for reconciliations lead to unnecessary complexity and higher chance for errors. Automated reconciliations in Sage Intacct make it quick and easy to spot unusual charges, manage bank errors, catch fraudulent charges and maintain accurate cash balances.
Streamlining processes and tasks surrounding payment processing save staff hours, enabling your employees to use their time more efficiently.
Download the Wealth Asset Management Infographic:
When you’re relying on spreadsheets for reports, you have limited visibility into valuable business insights and reporting is time-consuming. Sage Intacct helps you deep dive into your data and gain high-value insight with virtually no effort. There are 150 built-in reports included that lay out the most important dimensions, enabling you to quickly access and create reports without a large time investment. You also have the flexibility to edit built-in reports or create new reports altogether, unique to your business and industry.
Financial and Operational Data
Sage Intacct accounting software tracks & reports both financial and operational data, such as SaaS metrics or other measures important to your business. This saves you a significant amount of effort in creating reports and gives you better insight into your data as a whole, so you can create comprehensive reports with better insight into your business.
Compare Budgets to Actual Spend
One of the many features available in Sage Intacct reporting is the ability to include budgets in financial reports so you can get a realistic idea of performance and gain insight into adjustments that can be made to goals & expectations.
Read which critical metrics your financial dashboard should have here
Sage Intacct’s intuitive dashboards give you a detailed overview of your operational and financial performance so you can make quick decisions based on real-time information. With access to key metrics from almost any perspective, such as business driver, product and geography, you can also choose how your data is displayed, whether it’s performance cards, reports, charts, or graphs, to easily spot trends, compare benchmarks, drill down into source data and more.
Digital Board Book for SaaS Metrics
SaaS companies have more challenges when it comes to data because they’re required to pull data from different locations, aggregate it, and perform calculations within spreadsheets to finalize reporting. Sage Intacct offers a solution: Digital Board Book. This is a dashboard that aggregates all of the critical metrics for your board reports including Committed Monthly Recurring Revenue (CMRR), Annual or Monthly Recurring Revenue (ARR or MRR), Customer Acquisition Cost (CAC), Churn, and Customer Lifetime Value (CLTV).
Download Sage Intacct’s Reporting and Dashboards Product Brochure:
Communicate within Sage Intacct accounting software
It’s easy to miss information and context when you’re going back and forth via email. Unclear processes, missing information or uncommon issues are just a few examples or factors that can slow down financial processes. Sage Intacct offers secure and embedded communication tools that help your team work collaboratively to quickly resolve issues. Have conversations and leave notes right inside the solution which provides a record of the relevant information where your team needs it so they can work faster and more efficiently. Notes and comments can be left in areas including journal entries, accounts, projects, invoices and more.
More than just a Messaging Tool
Access preserved notes and save dashboard snapshots to highlight issues and ensure that the same mistakes are never made twice. Other useful features include the ability to attach documents in conversations, turn on individual or group notifications to alert employees about action items and create collaboration groups to facilitate communication among teams and maximize efficiency.
In addition to the robust core features offered by Sage Intacct, there are a number of built-in modules that can be added to expand your solution so it meets all of your business needs. These advanced financial capabilities become particularly useful as you scale and grow, and your financial needs become more complex.
Contract and Subscription Billing
Contract Revenue Management
Multi-Entity and Global Consolidations
Sales and Use Tax
Time and Expense Management
Vendor Payment Services
Sage Intacct Guarantee – Buy with ConfidenceSM
99.8% guaranteed uptime
Our goal is to ensure Sage Intacct is available to you 24 hours a day, 7 days a week, 365 days a year, and we guarantee 99.8% system uptime. With our AvailabilityPlusSM subscription, you get a credit of 10% for each percentage point below the availability target, up to 50% of that month’s subscription fees.
The data center running Sage Intacct accounting software is backed up by a complete disaster recovery program with Quality Technology Services (QTS), the global leader in disaster recovery services. In the unlikely case of a disaster, your applications will be available within 24 hours, and no more than four hours of data will be lost.
As a Sage Intacct customer, you own your own data, and you may download this data at any time during your subscription. If you ever decide to leave Sage Intacct, we can assist you to get your data out of our systems. You can also archive your data on Sage Intacct’s systems for as long as you like, for a nominal fee.
Professional services quality
We strive for 100% satisfaction with our professional services. You can receive a 10% credit if we fail to meet the budget and timeline of our statement of work with you.
MarketMan Restaurant ManagementMarketMan is a back-of-house solution that provides complete control, letting restaurateurs ultimately manage more, faster. The cloud-based inventory management & purchasing solution simplifies essential inventory and supply management operations including budgeting, purchasing, order optimization, food costing, order handling, supplier management, and more. Users of Marketman can boast a 5% reduction in food costs. By integrating MarketMan with a Sage Intacct instance, you can make sure all of the information from your restaurant management is synced with your financials, order management and reporting facilities.
Lightspeed POS for RestaurantsLightspeed for Restaurants is a full-control platform that includes a POS system with floor plans, inventory, and staff management. It also introduces tools to help restaurants adapt to the digital sphere, including contactless payments and set-up of delivery/take-out services.
Lightspeed POS and Inventory Management IntegrationLightspeed for Retail is an end-to-end solution for brick-and-mortar stores and eCommerce stores alike. This omnichannel solution lets you synchronize your physical inventory with your eCommerce store and your POS system.
Criterion HCMCriterion is a leader in the mid-market for Human Capital Management (HCM) software. It engages with everyone in your organization, from your C-Suite to new employees. Scalability, flexibility and configurability are all hallmarks of the Criterion Suite. Powerful capabilities are wrapped in a modern and clean user interface, making it easy for the majority of users.
TipaltiOne of the greatest ways to improve efficiency in your accounts department is making use of automation. Tipalti provides a unified global payables solution that integrates tightly with Sage Intacct to allow businesses to scale and optimize their operations. Tipalti helps 1,000 customers make payments to over 4 million suppliers. With a 98% retention rate, Tipalti is the best-reviewed payables automation platform for modern, high-velocity businesses.
BigTimeBigTime’s Professional Services Automation software is tightly integrated with Sage Intacct, allowing you to have a best-in-class system that leverages automation and powerful financials, leaving your team free to work on value-adding tasks. The solution includes project management tools, time-tracking and streamlined billing.
KantataKantata is shaping the future of professional services success through the power of Dynamic Resource Optimization. With its purpose-built Industry Cloud for Professional Services, Kantata delivers transformative value by putting resource management at the core, enabling firms to operate with unlimited scale, drive predictable outcomes, and realize full margins.
TrackTikThe Answer Company’s integration with Sage Intacct is part of TrackTik’s 360 program. TrackTik 360 focuses on delivering the best possible solutions and offers added value to security organizations and their clients by building relationships with companies like The Answer Company to extend the power of TrackTik products and help you run smarter businesses.
Procore Construction Management SoftwareProcore Construction Management Software collects granular data on everything important to construction managers, including costs, materials, safety outcomes, performance, quality, schedules, and more. Procore integrates seamlessly with your ERP solution so every node of data is always synced.
SalesforceSalesforce is a CRM solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer. When integrated with a full-scale ERP system, it becomes a powerhouse in the tech stake, simplifying processes and providing companies with unparalleled visibility into their operations.
SecurityPropel your business forward with Sage Intacct for security businesses. Streamline your operations, automate processes and get access to complete real-time visibility & insights. Future-proof your security business with a solution that can integrate with TrackTik, Trackforce Valient and HCM/Payroll solutions.
Wealth and Asset ManagementSage Intacct is the only and preferred provider of the AIPCA for cloud financial management and is specialized in helping Wealth and Asset Management firms, REITs, and Family Offices. Our modern, native-cloud solution, with open APIs, gives Wealth and Asset Management firms the connectivity, visibility, and efficiency they need to do more with less.
HospitalityStreamline processes, increase efficiency, and discover actionable insights to improve operational and financial performance in hospitality with Sage Intacct. With process automations and flexible financial consolidations, Sage Intacct is designed to grow hotels and restaurants.
HealthcareBetter equip your healthcare organization for growth by moving accounting and operational management to the cloud. Sage Intacct provides all of the management, maintenance, support, and security as the best-in-class accounting and ERP solution for the healthcare industry.
ConstructionSage Intacct is a native-cloud accounting solution built for the specific needs of commercial contractors and real estate developers. Gain real-time visibility and insights into your construction operations and integrate other systems with its open API system.
FranchiseImprove your efficiency, simplify consolidations, and gain real-time visibility across multiple locations with the best franchise management software rated #1 for customer satisfaction—Sage Intacct is fast, simple, and scalable.
First NationsSage Intacct Accounting Software for First Nations is the solution designed specifically to meet First Nations needs, including band member management, government reporting, asset and housing tracking, family services, and advanced financial management and analysis.
Professional ServicesRegardless of the industry your business is in, Sage Intacct will help you exceed profitable operations and provide customer satisfaction with quick and detailed visibility into your business data.
Financial ServicesBusinesses in the financial industry face a mountain of ongoing challenges, and Sage Intacct ensures that you're benefiting from real-time data and automated dashboards & reports, so you're not bogged down with outdated information and manual tasks.
EducationSage Intacct gives Education Institutions the tools and insight they need to manage resources, improve visibility and tackle the challenges surrounding budgeting, accounting and data management.
Technology & SoftwareInstead of being bogged down by manual tasks, Sage Intacct gives your business the tools it needs to streamline and automate processes and reporting so you can focus on your business goals.
Non-profit Accounting ERPSage Intacct provides non-profit organizations with advanced functionality that supports their unique business model and challenges surrounding tracking and managing donations, funds and more.
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Meet a Team Member
Meet Shawn Ostheimer, Our Sage Intacct Expert
Shawn Ostheimer is the founder and president of The Answer Company. Beginning in 1994, Shawn has spearheaded the company’s growth to become the largest Sage provider in Western Canada. With...