Sage Intacct

Dashboards

Fully customizable and the customer can create and share as many as they would like. The dashboard provides and overview of the most important metrics like cash on hand, revenue YTD, customer aging, and revenue by entity just to name a few.

Dynamic Allocations

Sage Intacct’s Dynamic Allocations ditches spreadsheets for automated allocation of costs, revenue, assets, and liabilities. This saves time, boosts accuracy, and gives a clearer view of your business performance.

Accounts Payable and Accounts Receivable Automation

Accounts payable include the automation and tracking of payments to vendors and suppliers. The features it has to assist and make it easier and include:

• Payment scheduling
• Check printing
• Open purchase order alerts
• Document management
• Direct ACH
• Bill payment
• Vendor records

Accounts receivable automation includes the management and automation of invoices and collections. The features included are:

• Statements, invoices, and receipts
• Payment reminders
• Customer records
• Auto billing
• Refund checks

Inventory Tracking

The software syncs orders and stock to maintain a real-time picture of inventory. It also supports multiple methods such as LIFO and FIFO.

Salesforce Integration

Sage Intacct Salesforce integration allows for a seamless workflow between sales, revenue operations, and finance. Benefits of this integration include ease of sharing data, visibility into customer data, providing a shared system of record, and an automated quote-to-cash process that saves time, reduces errors, and accelerates cash flow.

Sage Intacct Platform Services

PaaS is a cloud-based system that allows users to extend Sage Intacct with custom applications and data objects. This enables users to customize Sage Intacct to better meet their specific business needs. Some of the benefits of Platform Services include: creating custom fields, tabs, and reports; building custom applications; and mapping and managing solutions.

API

Sage Intacct is designed to play well with others. It integrates easily with various business tools using APIs, letting you pick what works best for you. Plus, their platform tools help customize the experience to your specific needs.

There are a number of plug-ins available to expand the core functionality of the software and the base package with the included features.

Sage Intacct has a very intuitive interface so it won’t take too long to figure out how to use the platform. There may be a slight learning curve for customers who are new to platforms or coming from smaller businesses. The SaaS platform can be used on any browser or mobile device as well. The landing page is typically set up as a dashboard and the user will be able to have as many dashboards as they want. Dashboards are handled with security and only the people with access to that dashboard can see it.

The dashboards can also have filters on them (such as date, department, and state). It is simple to navigate and shows all the features needed in accounting. There are online tutorials for extra clarification and assistance that can be found on the support resource page.