Sage Intacct

Core Financials include the following modules:

Collection Notes

Built on the Sage Intacct Platform, this application sends automated notifications to customers regarding orders and invoices to provide businesses with a financial advantage.

• Automatically generate emails based on the number of days outstanding.
• Customizable email templates.
• Schedule notifications.
• Add manual collection notes.
• View collection activities from the customer record.
• Manage large volumes of open invoices.

Key Benefits

• Streamline the cash collection process.
• Reduce Accounts Receivable Balances.
• Reduce Operating Costs.
• Improve visibility (Cash collection activities managed in one central place).

Financial Management

Sage Intacct provides a core accounting platform for all business types to streamline financial processes by offering enhanced financial reporting capabilities via an award-winning cloud financial management system.

• Financial Management
• Contract Management
• Revenue Recognition
• Inventory Management
• Purchasing and Vendor Management
• Financial Consolidation
• Financial Reporting

MULTI-ORG

Manage complex global operations in real-time.

• Manage complex, multi-entity, or multinational operations in real-time.
• Automate and control global accounting consolidation and close processes while improving visibility with real-time intelligence to drive better business decision-making.
• Enables companies to expand rapidly into both local and international markets.
• Manages complex financial processes with ease by supporting the structure that best represents an individual business, including minority and partial ownership. It easily represents fractional ownership when consolidating global financials.

Empower finance teams with the tools and operational insights, and data insights they need to more effectively automate and control the global accounting consolidation and close processes. Improve financial visibility with real-time intelligence across entities to drive better business decision-making. Sage Intacct Global Consolidations provides all the functionality a company needs to manage complex, multi-entity, or multinational operations in real time.

Project Accounting

Sage Intacct connects service delivery with cash-on-hand management and finance for efficient and profitable business management.

• Streamline and automate the capture of all billable and non-billable time and expenses.
• Reduce revenue leakage, maximize billable hours, gain control over current project costs and margins, and forecast more accurately for future projects.
• Speed up and maximize cash collection and revenue recognition for improved cash flow.
• Proactively manage project revenue, costs, and margins for improved profitability.
• Gain real-time visibility into backlogs and their impact on recognized and deferred revenue.
• Ensure that bids reflect the actual cost of implementation and include adequate margins.
• Gain insight into the project and customer profitability.

Sage Intactt Project Accounting software provides comprehensive capabilities to unify, automate, and streamline the various accounting firms’ financial and operational processes throughout the services delivery lifecycle. Combine Sage Intacct Project Accounting software with our best-in-class cloud-based financial management software and accounting applications to maximize performance and profitability, provide better service to clients, and boost financial visibility for better real-time decision-making throughout the project-to-cash lifecycle.

Revenue Recognition

Boost finance productivity, streamline billing processes, cut closing processes, fortify audit trails, and lower the cost of compliance with Sage Intacct.

• Automate end-to-end revenue recognition, billing, and renewal processes, whatever the complexity of any given revenue model.
• Manage increasingly complex revenue recognition guidelines, including SOP 97 – 2, 98 – 9, 81 – 1, EITF 00 – 21, 08 – 01, and 09 – 03.
• Eliminate the need for manually intensive, error-prone spreadsheets to manage revenue recognition processes.
• Reduce days sales outstanding (DSO) by up to 25%.
• Increase renewal revenues by 25% to 30%.
• Gain anytime, anywhere access to all financials, including deferred revenue, renewal revenue, and revenue recognition reports and graphs.

Manage subscription and contract-based financial relationships more effectively with Sage Intacct Revenue Management software. Automate billing, revenue recognition, forecasting, and renewals to improve the effectiveness of finance organization and lower the cost of compliance.

Accounts Payable

Cut accounts payable processes by up to 65% with Sage Intacct’s Accounts Payable software module. Streamline the entire process in one solution while gaining real-time visibility and traceability throughout — from the vendor and bill creation, approvals, and payments to reconciliation and reporting. Leverage an intelligent virtual assistant to eliminate data entry, use paperless routing for approvals, and connect banks, vendors, and payment platforms to automate payments using Vendor Payments powered by CSI. Gain complete control over invoice workflows and approval thresholds with flexible controls, and pay vendors using their preferred payment method of a check, ACH, or virtual card for fast, secure payments while taking advantage of discounts. Stay on top of cash flow and manage risk with complete visibility into the entire accounts payable process with full financial reporting capabilities, all within Sage Intacct.

Accounts Receivable

Automate accounts receivable processes and get paid faster with the Sage Intacct Accounts Receivable software module. Enjoy seamless integration with other business systems and stay connected with up-to-date, accurate sales tax calculations. Real-time visibility is provided through built-in and configurable dashboards, reports, graphs, and charts. Streamline billing and accounting by having transactions posted to the general ledger and AR ledger automatically. Leverage an efficient collections process for customer communications with structured, automated processes such as configurable reminders and assigning collection case owners for accountability.

Cash Management Automation

Streamline cash management with Sage Intacct Accounting. The automated Cash Management module provides a complete picture of cash flow across all locations and entities, including payments and transactions from checking and savings accounts, credit cards, and more. Automatically reconcile live financial data in just minutes for improved accuracy and fraud protection. Plus, easily manage daily activities such as matching payments to invoices or creating checks — all in real-time. With Sage Intacct, gain the necessary insights to monitor and improve cash flow.

Intelligent General Ledger

Simplify business processes with Sage Intacct. Cloud-based architecture and artificial intelligence provide companies with the ability to reduce manual processes and save time via digital transformation. Our configurable core financials allow a business user to set up their system without any need for developers. Dimensions can be used to simplify the chart of accounts, with transactions only needing to be entered once and reported across different standards. Create specific workflows and guardrails for accuracy and consistency, and close continuously instead of saving it all for the period end.

Transform business strategies by making agile, data-driven decisions based on trusted data with Sage Intacct. Capture and post transactions in real-time to get instant multi-dimensional insights through dashboards and one-click drill-downs. Share insights securely with only those who need it, review thousands of GL transactions quickly using AI outlier detection, and eliminate the need to build reports outside of the financial solution.

Managing multiple entities is also made easier with continuous consolidations from Sage Intacct. Create or modify entities/hierarchies without any extra implementation, centralize/automate inter-entity transaction instructions, and automatically update currency rate tables/conversions while viewing drill-down visibility during consolidations.

Order Management

Automate the order management cycle with Sage Intacct’s Order Management software module. This sophisticated solution is tailored to streamline even the most complex quote-to-cash processes, saving time, improving accuracy, and increasing profitability for long-term success.

Sage Intacct software can be adapted to fit any unique workflow or pricing requirements with ease. Data is automatically inputted when orders come in and flow effortlessly to other areas of fulfillment – such as billing and revenue accounting – for enhanced efficiency.

In addition, with its pre-integrated Salesforce CRM connectors, Sage Intacct makes it easy to manage the quote-to-order cycle across all sales channels. Furthermore, prebuilt integration with Avalara ensures that sales tax is calculated accurately for any order in any jurisdiction.

Purchasing

Streamline the procurement cycle with Sage Intacct Purchasing. Sage Intacct’s cloud-based purchasing module allows users to create predefined, structured workflows that increase speed, accuracy, and efficiency while providing comprehensive dashboards and reporting tools to monitor budget vs. actuals, compare costs, and gain visibility into the entire procure-to-pay cycle. Automate unique transaction and purchase approval processes using drag-and-drop files for simpler recordkeeping and access to supporting documents.

Customizable, role-based dashboards in Sage Intacct provide quick tracking of budget performance, purchase quotes with price breaks, and more. Real-time information keeps teams focused on making the right decisions.

The Sage Intacct purchase order system puts businesses in control of the entire process with tailored workflows and approval processes that enforce budget compliance at every step. Best practice templates allow users to set spending limits and maintain adherence to the organization’s requirements.

Salesforce Integration

Trust your numbers and scale business processes from end to end with Sage Intacct’s Salesforce Integration. No scripting or third-party services are required to configure and set up users and security. Benefits include no delays in approvals, billing, and reporting; transparent visibility of customer and transaction data; access to transaction status, billing, and payments; shared system of record so everyone can trust the numbers; configurable workflows to synchronize the way you do business; embedded Chatter feed for easy collaboration between Salesforce and Sage Intacct. Plus, Salesforce Enterprise, CPQ, and Nonprofit Success Pack are all supported. Upgrade seamlessly to get the latest innovations. Let Sage Intacct does the heavy lifting so businesses can focus on what matters most: business.

Inventory Management

Streamline inventory management with Sage Intacct software’s cloud-based system. Enjoy greater accuracy and visibility, increased efficiency, and more intelligent decision-making. Gain end-to-end visibility and dramatically reduce the time spent tracking inventory with mobile automation and barcoding. Use standard or custom templates to adjust, transfer, scrap, and more. Get real-time inventory accounting across locations and products to make better decisions faster. Plus, collaborate worldwide for effective reorder decisions and efficient fulfillment of returns.

Customer Relationship Management w/Salesforce

Salesforce, the most popular cloud-based CRM system, integrates seamlessly with Sage Intacct software, the most popular financial application on the Salesforce AppExchange.

Together, Salesforce and Sage Intacct will streamline the way sales and finance teams communicate, help them work more efficiently, and give finance organizations the same cloud computing experience that sales teams get with Salesforce.

Give salespeople the ability to create sales quotes, convert existing quotes to orders with a single click, verify pricing and inventory, and track order status in real-time, all from within their familiar Salesforce CRM system. And free finance departments from painful sales order management and financial reconciliation — saving valuable time and significantly reducing costs.

Combining Salesforce and Sage Intacct gives sales team members instant access to critical financial information, while finance team members gain superior insight and control with award-winning financial software featuring robust multi-dimensional, multi-company, and multi-currency capabilities.

Join the thousands of companies that have improved their business by integrating Salesforce CRM with Sage Intacct and:

• Eliminate the need for dedicated order entry staff. Streamline the entire quote-to-cash process, and create booked orders in Sage Intacct directly from sales opportunities in Salesforce CRM with a single click — eliminating manual data re-entry.
• Provide back office details right from within Salesforce CRM. Give salespeople instant access to critical financial information — including shipping, billing, and collections data from within Salesforce —without having to ask finance.
• Boost compliance with accounting standards. Take advantage of comprehensive GAAP and IFRS accounting seamlessly integrated with Salesforce.
• Proactively manage renewals. Automatically generate renewal sales opportunities in Salesforce CRM before existing sales contracts expire to manage and forecast renewals and extensions effectively.
• Gain infinite business visibility. Provide executives with deep, real-time insight into the entire sales pipeline, inventory, and collection status by combining financial and sales data into real-time Sage Intacct dashboards and reports.

Sage Intacct is the clear choice for financial management and accounting. Check out the reviews on the Salesforce AppExchange, and see why we’re the most popular cloud-based financial application for companies using Salesforce.

Vendor Payment Services

Streamline workflows with Vendor Payments from Sage Intacct and go from bill to reconciliation without interruption. Our trusted payments platform becomes an extension of your team, helping to pay vendors quickly and satisfy their payment preferences while reducing transaction costs. Automate payments instead of manually processing ACH batches or printing/mailing checks for optimal efficiency and fewer errors. With complete visibility into payment status, always know where payments stand — and never be surprised by rejected payments. Plus, generate revenue with the one-time use of virtual cards and get enhanced reconciliation data on the vendor’s end. All this adds up to a seamless experience that streamlines existing workflows and gives the ultimate convenience to both parties involved.

Saas Intelligence

Demonstrate revenue model, recurring revenue model, and business predictability with the metrics that matter to investors. With Sage Intacct SaaS Intelligence, businesses can gain an accurate representation of subscription activity without manual intervention. Also, with high customer satisfaction in the industry from G2, since we focus on delivering an integrated accounting solution, companies get the success they need.

Sage Intacct’s commitment to business success starts with their Buy with Confidence Guarantee, the most substantial service level agreement in the industry — guaranteeing extremely high levels of performance, customer satisfaction, availability, security, and reliability.

Also, take advantage of Sage Intacct’s substantial investments in software and technology infrastructure by tapping into its cloud-based architecture and leveraging the economies of scale we achieve running Sage Intacct for more than 5,000 companies.

Customer Satisfaction

Sage Intacct’s service and support teams provide world-class professional services to help companies gain the most value from their Sage Intacct cloud financial software investment.

Count on dedicated customer success professionals to manage and service your account and provide the latest information about new functionality, services, and best practices. Customer success managers also perform Health Check Evaluations to make sure every company is getting the business results they’re looking for.

Connect with Sage solutions services teams anytime, or tap into a personal relationship with a team of trusted advisors from our local and regional partners, who can help you maximize your business results with more service and support options.