Sage Intacct is one of the most popular accounting software solutions on the market. It’s a cloud-based accounting system, which means there are no costs for hosting hardware on-premise, and the software is accessible from any device with a secure internet connection.
It helps streamline financial management and accounting processes, automate manual tasks and simplify data with advanced dashboards and reporting.
Sage Intacct offers a variety of features for growing mid-sized businesses. It provides a complete set of financial management tools, and built-in customer service and support systems. Companies who use Sage Intacct have benefited from an increase in their productivity, and it has never failed to impress its users. Here, we take a closer look at what Sage Intacct is and why you should choose it.
You can also read about a business who implemented Sage Intacct, Churchill Security Limited, in our customer success stories.
What is Sage Intacct?
Sage Intacct is a leading cloud accounting software platform that offers a host of features designed to help small and medium-sized businesses with their financial needs, including the ability to manage budgets, forecast cash flow and generate reports.
Its advanced capabilities, including integration with third-party apps, robust reporting features, automation and real-time data analysis to help you make better decisions, make it stand out from other accounting systems.
Sage Intacct is ideal for companies who want to simplify their accounting process with an affordable, easy-to-use solution they can scale up as they grow.
It’s designed to be intuitive and easy to use but still boasts a host of powerful features, which makes it one of the most comprehensive accounting software solutions on the market. This means you will have access to everything you need for your needs, from invoicing and payments to inventory management, payroll and more.
What can Sage Intacct do?
Sage Intacct is a complete financial management and accounting solution that integrates with a wide range of existing software and applications.
It can be used to automate time-consuming manual processes to free-up resources and enhance productivity. Some of its main benefits include:
- Automate manual accounts payable processes and streamline inefficient workflows
- Make your accounts receivable (AR) processes more efficient to get paid faster
- Connect with your chosen CRM so you have a single view for quotes, sales, orders and invoices
- Streamline billing and accounting by automatically posting your order transactions to your general ledger and AR ledger
- Automate and streamline purchase orders, requisitions and sign-offs
- Connect with accounts payable, cash management and inventory to reduce multiple manual data entry
- Align your sales and finance functions by tracking customer insight and interactions from the same single source
- Gain complete visibility of all your credit card, chequing and savings accounts transactions in one place so you can track your cash flow position in real-time
- Streamline manual processes and tasks to save your staff time and enhance productivity
- Achieve a faster, smoother and more seamless month-end close, with a time saving of up to 80%
Tips to get the most out of Sage Intacct
Sage Intacct offers a wide range of useful features. In fact, it does so much that it’s easy to overlook some of its time-saving capabilities. Getting to grips with the software and using it most efficiently is essential for getting the most out of it. Here are some of our top tips to get you started:
Get your implementation right
A successful implementation is vital to ensure you get the most out of your Sage Intacct software. It supports your business needs and helps you achieve a healthy return on investment.
That’s why it’s crucial to work with the right technology partner, to ensure the go-live process is smooth and hassle-free.
As a Sage Platinum Club Member and a Sage Intacct product specialist, we’ll work closely with you to understand your business objectives and ensure your implementation meets your specific accounting and financial management requirements.
Understand its core features
As we said above, Sage Intacct does a lot. Its range of features and services is so broad that many users don’t realise how powerful it is and barely scratch the surface of its capabilities and how they can make it work for their business.
So, getting to grips with Sage Intacct’s core features – Accounts Payable, Accounts Receivable, Cash Management, General Ledger, Order Management and Purchasing – is a good starting point. It is a flexible and configurable cloud-based accounting platform that enables businesses to share data easily and integrate with other business management tools, like Salesforce, for complete financial visibility.
Understanding its core features will help you unlock its full potential.
Utilise its reporting capabilities
Sage Intacct’s powerful in-built reporting features give all your teams access to real-time insight and business data that can be accessed at any time, from any device with a secure internet connection. Customisable dashboards allow you to monitor and report on the key metrics that matter most to your business.
You can create bespoke, multi-dimensional, interactive dashboards to filter, view and analyse your data in the way that suits you. And you can drill down into the data at the click of a button to understand the trends beneath the numbers so you can spot opportunities, address any issues and make faster, data-driven business decisions.
Find out more about Sage Intacct and reporting capabilities by reading our customer success story about Cyberhawk.
Make the most of add-ons
A wide range of connectors and add-ons for Sage Intacct will help support your business further and provide greater automation, allowing you to get the most from the software and ensure it supports your business goals.
From direct debit integration to sales and purchase order import, Webexpenses integration and a host of bespoke automation options, we offer a comprehensive portfolio of add-on solutions that solve your critical business problems.
Train your staff
Sage Intacct is an all-encompassing financial management solution with a rich seam of advanced features. While understanding the basics to get up and running quickly is simple and intuitive by design, getting to grips with some of the more advanced features can be challenging. So, training your users and showing them how to use the platform to support your business most efficiently and effectively is essential.
We’ll work closely with you to understand your business objectives and what you want your solution to achieve, before developing in-depth Sage Intacct training to ensure your users can make the most of its powerful accounting capabilities.
How can Solutions for Accounting & CRM help?
As the UK’s leading business management software solutions provider, we’re a Sage Intacct specialist. We can help you successfully migrate to this more advanced platform and tailor it to your business needs.
We offer a wide range of Sage Intacct software options and expert advice to ensure you find the right solution for your business model.
Our expert team consists of qualified accountants, product-accredited staff and talented developers, which means we can develop innovative add-ons and connectors to help you get more from your Sage Intacct solution, use it to its full capabilities and maximise your return on investment.
So, if you’re considering migrating to Sage Intacct and want to be sure you’re making the right decision, get in touch today to see how we can help.
You can contact our experts by calling us on 0115 840 5075, email us at enquiries@solutionscloud.uk or use the contact form below.
