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Sage Intacct For Financial Management

Sage Intacct

Organizations seeking functional support for business processes beyond finance and sales departments can augment it’s capabilities with a variety of 3rd party add-on programs designed to integrate via its Web Services API. Acumen Information Systems is a leading business management provider with over 100 years of combined experience in quality services that include accounting, implementation, training, support, and consulting.

  • Vision33 can even leverage The Saltbox Platform to create custom endpoint connections for your unique business applications.
  • When you partner with Armanino for Sage Intacct, we ensure you learn how to utilize these built-in tools so you can produce timely financial reports and reduce the time spent on checking for accuracy.
  • Native cloud technology Sage Intacct Construction is built for the cloud, with an open API for easy integration between solutions.
  • Craft rule-based workflows that align with your org chart to stay ahead of payments and invoice approvals.
  • This flexibility makes it easier to grab the information you need, when you need it, whether you're working remotely or presenting your data to stakeholders.
  • Sage Intacct offers a broad selection of features, modules and functionality so you can pick and choose only what you need to run your business efficiently.

The ability of having 50 entities all link to one software and being able to reconcile is amazing. Intacct helps me check my work when I am entering COBRA payments and I have to verify if my calculations are correct. I like how you can import excel files and you create a dashboard that everyone can use. It’s intuitive and user-friendly enough that it’s been easy to learn and use. I use Intacct to submit all of the expense and purchasing transactions for my office. The best part of the software is that it tracks the history of who made changes last. The reporting has proven to be a little challenging, and I still find myself using Excel to manipulate a few reports.

Key Benefits

"Wipfli" refers to Wipfli LLP, a Wisconsin limited liability partnership, and its subsidiaries. ”Wipfli CPA” is the DBA name of Wipfli LLP in New York state, and refers to Wipfli LLP. These are a few of the reasons Sage Intacct continues to earn the highest customer satisfaction in the industry.

Sage Intacct

This may influence which products we review and write about , but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research. Our partners cannot pay us to guarantee favorable reviews of their products or services. Health Solutions decided to replace Abila MIP with Sage Intacct to streamline accounting workflows and provide comprehensive and flexible drill-down reporting.

Order Management

If you have the permissions, easily drill down to the details behind each activity. Support procurement, order fulfillment, and returns from customers or vendors with visibility into inventory balances and availability in multiple units of measure. It’s better to communicate where there’s an issue, right inside the solution–on specific journal entries, accounts, projects, invoices, purchase requisitions, and more. These conversations can appear at the same time in Salesforce Sales Cloud, so sales teams can participate using the system they’re most familiar with. Supports multiple functional currencies allowing each of your entities to operate in its native, functional currency while consolidations are done, in real time, in the currency of the parent organization. Provides sophisticated support for multi-entity organizations, allowing each entity, franchise or subsidiary to use its own chart of accounts, taxation rules and reporting requirements.

Sage Intacct automatically accounts for multiple revenue types—including subscriptions, licenses, and professional services—to make revenue management and revenue recognition easier for your team. Intacct is a cloud-based inventory solution that is as easy to use a Quickbooks with the functionality of mid-range accounting software. We moved from Dynamics GP to Intacct almost 2 years ago and love its ease of use and reporting capabilities. Gain greater visibility into your global finances, with advanced reporting capabilities that provide a consolidated, real-time view of data at both the global and local levels. Advanced dashboards including graphical organizational maps and real-time global and local KPIs help you make better strategic business decisions. Sage Intacct is a cloud-based program offering anytime, anywhere access to users on any device with a supported web-browser. The solution is delivered on a software-as-a-service basis, meaning it hosts the application in their own data center and provides access to application resources and data on subscription service basis.

All Operations

Receive and apply regular and advance payments, apply penalties and adjust accounts, make deposits, and deliver statements. Maintain a high level of accounting control by separating accounting duties between people or groups. Set up an optional approval cycle with different authorization levels based on limits and controls that you define. Choose from a wide variety of easily customizable aging and payables reports and graphs that enable you to easily drill down to vendor and bill-level detail. There is a community forum and provides support through a combination of phone, email, and chat client communication. Based on recent SoftwareConnect.com review activity, 62.3% of organizations who considered the software for a potential purchase had employee counts between 10 and 99 employees. While Intacct customers may also work through Intacct or its network of partners to implement the system, it has nothing analogous to SuiteSuccess.

Sage Intacct

However, there are still many challenges in an ERP implementation that can disrupt a business’s operations. That makes finding a trusted partner well-versed in proven ERP implementation best practices a vital factor in an ERP selection. In online reviews, businesses evaluating cloud ERP systems have reported that Intacct’s dashboards are more difficult to use than expected, based on demos they were shown. With multi-tenant cloud suites, all customers are on the same version of the software, which makes it easier to upgrade and creates economies of scale.

Cloud Accounting & Financial Management

Intacct’s cloud accounting software streamlines vital financial management processes, eliminates spreadsheets, and provides real-time visibility into your business's performance so you can make better decisions. Other accounting softwares, such as QuickBooks, aren’t built to scale or support multiple entities. Additionally, manual and on-premise data processes take too much time and leave too much room for error. If you’re ready to grow your business and shift your role from tactical to strategic, then Sage Intacct is the financial management software for you. Both NetSuite and Intacct deliver functionality for services businesses, but NetSuite’s offering is more robust. Small to mid-sized businesses and nonprofits make finance departments more productive and efficient with Sage Intacct. The first and only AICPA preferred financial management solution, helps companies automate business processes and deliver real-time access to key financial information.

Sage Intacct

With the Sage Intacct multi-dimensional analysis capabilities, organizations gain deep operational and financial insight while slimming down their chart of accounts by up to 99%. Create role- or task-based dashboards that leverage KPI scorecards and dimensional filters to give key decision makers access to the information they need on-demand. Sage Intacct’s multi-entity architecture supports the expansion of your business, making it easy for you to automate complex processes and scale users effortlessly.

Advanced Features

From core accounting to global financial management, we are your experienced source for Sage Intacct software and its implementation and can help you transform your business with comprehensive functionality. Healthcare Better 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. Hospitality Streamline 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. 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.

Sage Intacct integrates with a full marketplace of ISVs, including CRMs such as Salesforce. The software can be used in any browser, on any device, in any location. Being cloud-based also means there are no data backups or technology upgrades to maintain. In fact, the AICPA and its subsidiary, CPA.com, acknowledged Intacct as the preferred provider of financial applications after a thorough review of software providers. Sage Intacct puts user-friendly configuration options in the hands of the finance team, so you can easily tailor your solution to work exactly the way you need it to. Free yourself from manual processes and deliver accurate financials faster.

Sage Intacct's user interface is easy to navigate, and with all the options in one place, it's easy to see what's available and get things done quickly. I like that it automatically downloads, scans, and enters invoice data, avoiding human data entry errors. Sage Intacct's logs are accurate and comprehensive of all account events within the chosen time period. I enjoy how he keeps track of costs and prepares accounting and tax reports. I enjoy how many people may be in the system and how updates are recorded promptly, which makes it easier to handle various customers and suppliers, settle their payments, and keep data nice and organized. Sage Intacct makes it easy to manage the financials for multiple locations and entities, whether your business structure is simple or complex, domestic or global. Sage Intacct cash management software provides you the real-time visibility, easy reconciliations, and efficient processes you need.

It allows integration of third-party software such as Salesforce, Certify, ADP, SAP Concur and others. Intacct also offers an easy path to extend your cloud ERP solution by seamlessly connecting with other best-in-class applications that businesses rely on like SalesForce, ADP, and so many others. Recognized as the #1 cloud accounting software based on customer satisfaction, Sage Intacct may just be the first and last financial management software application your business will ever need.

Free Learning Resources And Certifications For You And Your Team

Easily reconcile accounts to see instantly which transactions have already cleared the bank by automatically importing statements from many financial institutions. Increase productivity by managing all of your cash accounts from one centralized location.

  • At ACI Consulting, we believe that for it to be a “real” mission statement, you need to live it everyday.
  • These capabilities are useful for helping our company keep projects within scope.
  • Gain greater visibility into your global finances, with advanced reporting capabilities that provide a consolidated, real-time view of data at both the global and local levels.
  • Intuitive dashboards provide fast, yet rich, financial and operational performance.
  • NetSuite’s offering has significantly more breadth, including modules for robust customer relationship management , manufacturing, ecommerce and human capital management .
  • From the General Ledger to their Cash Management applications, Intacct has become a critical tool for the success of our company.

Improve Sales Tax Accuracy – AvaTax provides one of the most complete and accurate tax calculation services in the industry. Ensure sales tax accuracy by automating a previously manual and highly error-prone process. Purchasing automates your purchasing transactions and provides a comprehensive set of dashboards and reporting tools for your staff to monitor and manage merchandise and services acquisitions. Increase productivity, by eliminating time-consuming manual data-entry of customer information from one system to the other. Only enter billable and non-billable expenses once – QuickArrow will post the expense to the correct project where appropriate, while managing the tracking and reimbursement on the backend. Provide 360 real-time visibility and actionable insight into your company’s projects and finances. Prebuilt reports help you get a better handle on the profitability of your projects and see which projects are generating the biggest percentage of your revenue.

Accounts Payable

Through revenue recognition the complicated and time consuming calculations and entries can be accounted for in no time. We can edit the posted journal entries anytime as long as the month is not closed. Increase employee satisfaction by Sage Intacct expediting the expense reimbursement process using an online expense reporting system. Flexible Ad-Hoc Reporting - Export data from custom views to a text file or spreadsheet, giving every user the power of simple ad-hoc data reporting.

Take advantage of real-time integration with General Ledger, Cash Management, Project Accounting, and Purchasing. Assign to different users the ability to enter vendor bills, request payments, approve payments, and print checks, ensuring accountability and security, and eliminating the risk of editing or deleting bills once they are paid. Attach digital files or supporting documents to transactions, for permanent and secure access to underlying documentation. Automate your vendor payment process to manage and control invoice and check payment. https://www.bookstime.com/ is designed for use by organizations of varying company sizes. The median size of organizations using is 20 employees, based on review activity.

The following data provides a breakdown of recent review activity organized by the industry of the organizations considering the solution for a possible purchase. The solution is appropriate for companies across a wide range of organizational sizes. Sage Intacct is most commonly used by small and mid-sized businesses. The standard licensing agreement includes hosting, software functionality, support, and access to upgrades. Increase productivity and make timely decisions to drive business growth. This business guide discusses why companies switch from Sage Intacct to NetSuite and includes a breakdown of key differences between the two platforms to help guide you through the decision process. The Sage Intacct Accounting platform also offers customization capabilities through open APIs and software development kits for integrations.

Sage Intacct is a highly flexible, powerful financial management solution that adapts to your workflows and reporting requirements. What do you get when you connect Sage Intacct with Salesforce CRM? Sage Intacct’s easy pre-built integration with Salesforce can transform your team’s productivity and effectiveness.

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