This gives your teams valuable insight and ensures they’re on the same page with the same information – improving workflows and customer satisfaction. Integrating Sage Intacct accounting software with CRM enables you to track information about your customers and customer interactions in one place that’s accessible for both your sales and finance teams. The order information then automatically flows to the appropriate departments according to the workflow you’ve set up, such as to fulfillment and billing. With Sage Intacct, the only manual process is entering the order into your one system when it’s first received. If you’re working with systems that aren’t integrated, order management can become a time-consuming process with a lot of chances for error – whether it’s manually entering orders into multiple systems or having to manually track and move the order through your system. Read on the Practices of Best Performing Finance Leaders: Additionally, you can automate dunning and collection notices to make collections painless. Sage Intacct can also connect with your CRM solution so you not only have a single view for quotes, sales orders and invoices, but automatically post your order transactions to both your general ledger and AR ledger – streamlining billing & accounting. With features such as automatic processes, email invoices and multiple payment options for customers, Sage Intacct makes your AR team more efficient and helps you get paid faster. This will allow your team to focus their time on higher-value activities and at the same time, will strengthen the reliability of your data. With a few simples clicks you can configure the approvals process, workflows and internal controls based on your personal preferences and company requirements. Save thousands of hours annually by automating manual AP processes and streamlining inefficient workflows. Built to be flexible, it can integrate with the solutions you already have in place, the wide range of complimentary solutions available in Sage Business Cloud, as well as many other industry-specific or unique solutions you may want to add along the way. Sage Intacct is a cloud solution designed to grow with your organization. Modules such as multi-entity management, global consolidations and inventory management allow you to enhance functionality as your business needs change, so you can tackle even the most complex challenges. Sage Intacct includes built-in modules that can be activated to advance your solution’s capabilities. Advanced FunctionalityĪs you grow, expand your solution with you. Reduce or completely eliminate your reliance on spreadsheets, automate your processes, and maximize your visibility of data so you’re always equipped with accurate information to make educated business decisions. Sage Intacct offers all of the tools you require to manage your core financials in one integrated solution.
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