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ERP and Accounting Software

Sage Intacct Resources

Sage Intacct educational resources for business management

Sage Intacct is a modern cloud accounting system designed by accountants for accountants. As the only solution endorsed by the AICPA, this modern financial management system provides streamlined bookkeeping and reconciliation capabilities across multiple industries while providing unprecedented flexibility through its true cloud architecture. As a native SaaS application, it enables you to digitally transform your financial processes, adapt to market changes and navigate disruption factors including new technologies, remote work shifts and natural disasters. The platform combines robust core functionality with the ability to seamlessly connect with best-in-class third-party applications, creating a comprehensive ecosystem tailored specifically to your business requirements while delivering greater flexibility than legacy ERP systems.

SWK Technologies is a top Sage partner with extensive experience in implementing and supporting Sage Intacct, with multiple expert consultants ready to assist you with training, tips and tricks, and more. This resource library consolidates our expertise on this powerful financial management solution and offers you access to product education, thought leadership, and updates to help you maximize your return on investment.

Flexible Solutions to Grow and Manage Your Business

Sage Intacct Core Financials

Built on standardized accounting principles that facilitate collaboration while maintaining compliance, Sage Intacct’s accounting and financial management features streamline operations for organizations of all sizes across diverse industries. The system handles complex processes with ease, including multi-entity consolidations, revenue recognition, and dimensional accounting. Capture end-to-end automation connected to all aspects of your business, with real-time visibility into your financial performance through integrated dashboards and reporting.

Sage Intacct Dashboards and Reporting

Transform raw data into actionable insights through customizable dashboards providing instant visibility into business performance metrics. Sage Intacct delivers customizable financial and operational reports that can be tailored to different stakeholders’ needs. Drill down from summary to transaction-level detail instantly, visualize trends through powerful charts and graphs, and share critical information securely across your organization. The dimensional reporting structure eliminates the need for complex chart of accounts management while delivering rich analytical capabilities.

Sage Intacct Billing and Revenue Management

Manage complex revenue streams, including subscriptions, contracts, and project billing with automated workflows that streamline the entire revenue cycle. Sage Intacct handles sophisticated revenue recognition requirements while maintaining compliance with accounting standards like ASC 606. The system automates invoicing, collections and revenue scheduling, reducing manual processes and providing a clear view of your organization’s financial health. Integration with CRM systems ensures seamless information flow from quote to cash.

Sage Intacct Budgeting and Planning

Transform your planning processes with integrated budgeting and forecasting capabilities that eliminate dependency on spreadsheets. Create multiple scenarios to perform “what-if” analysis, compare actuals against budgets with automated variance reporting, and collaborate effectively across departments. The system enables rolling forecasts and continuous planning, helping finance teams become more strategic partners to the business by providing timely insights for decision-making.

Sage Intacct Multi-Entity Management

Streamline operations across multiple business units, subsidiaries, or legal entities with centralized management capabilities. Sage Intacct allows you to consolidate hundreds of entities in minutes rather than days, automate inter-company eliminations and maintain visibility into both consolidated and entity-level performance. The system supports multi-currency operations with automated exchange rate management, making it ideal for organizations with global operations or expansion plans.

Sage Intacct for Different Industries

Sage Intacct delivers industry-specific functionality designed to address the unique requirements of various sectors including for manufacturers, nonprofit organizations, professional services firms, financial services companies, healthcare providers, SaaS businesses, construction and real estate firms, and wholesale distributers. Each solution combines core financial capabilities with specialized features that streamline operations and provide insights relevant to your specific business model and compliance requirements.

SWK’s extensive knowledge in these industry verticals enables our team of expert consultants to help you implement Sage Intacct in alignment with best practices while customizing the system to address your organization’s unique workflows and reporting needs.