Technology Archives -

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You Don’t Need Microsoft Power BI with Sage Intacct’s Interactive Visual Explorer

Written by Allison Miller on June 15, 2021. Posted in Trusted CFO Solutions Blog Posts.

Does the world need another acronym? AI, ML, BI – Who cares? The world is changing. And that’s not all.

As the CFO, there’s always some shiny new toy being pitched by the, wait for it – CRO, CTO, CMO & PM. Technology has entered a new frontier, moving from the Age of Information to the Age of Answers.

If you’re like other CFOs, you probably want a good dashboard to monitor KPIs & a tool that lets you visualize data across the firm. A lot of people are familiar with Power BI, but that usually requires a consultant and a bolt on to your current systems.

Sage Intacct‘s Interactive Visual Explorer is a tool built into Sage Intacct that lets you explore all of your data within one system.

How We Integrate Avalara With Sage Intacct To Provide Easy Tax Compliance

Written by Trusted CFO Solutions on November 26, 2018. Posted in Trusted CFO Solutions Blog Posts.

What is Avalara, How Do We Use It, and Who Does it Best Serve?

In a nutshell, Avalara is a software to get your business tax compliance done right. It’s tax automation for businesses with real-time tax calculation and automatic returns filing.

How We Integrate Bill.com With Sage Intacct To Construct Effective Client Billing Systems

Written by Trusted CFO Solutions on November 8, 2018. Posted in Trusted CFO Solutions Blog Posts.

How We Use It and Why

Bill.com is a front-end inbox for the invoices our clients need to pay. All the invoices our clients receive come into this inbox where they quickly process them. We also use it as a paperless document management tool where we can store all client’s invoices.

Intacct Cloud Computing - High Mountain View

What Is Sage Intacct & Why Should Growing Companies Switch?

Written by Jason Montoya on March 13, 2018. Posted in Trusted CFO Solutions Blog Posts.

“I’ve saved 80% of my time at quarter-end using Sage Intacct and Adaptive Insights.” —Russell Guthrie CFO, IFAC

So, you’re considering switching to Sage Intacct to grow your business. Well, you’re exploring a terrific option because Sage Intacct is the number one financial management solution with the best customer satisfaction (G2 Crowd + Finance Online) and best product score (Gartner). As both your trusted advisor and an official Sage Intacct partner, we’d like to share why this ERP tool knocks it out of the park for small companies looking to scale and mid-sized businesses seeking to grow.

With The Excellent Acquisition Of Intacct, Sage Gives This ERP Software A Boost In Resources

Written by Allison Miller on January 2, 2018. Posted in Trusted CFO Solutions Blog Posts.

Have you heard the news? Sage Group, a leading British software company, completed the purchase in the third quarter of 2017 of Intacct Corporation, a California-based, nineteen-year-old accounting software company.

Trusted CFO Solutions To Speak At CPA.com’s Roadmap Workshop

Written by Jason Montoya on October 11, 2016. Posted in Trusted CFO Solutions Blog Posts.

About The Event:
Cloud Technology is playing a transformative role in the way accounting firms and small businesses operate today—enabling firms to revitalize their client accounting services line and provide value-added bundled services that may include bill management, financial reporting, payroll and more via a cloud-based accounting platform.

As progressive firms make the transition from on-premise to cloud solutions, there are many practice development implications that need to be addressed—including how best to staff the client accounting services areas of your firm, how to package and price your services, how to engage your clients and market the solutions. To help you navigate this change, CPA.com has developed this comprehensive 12-CPE credit, group-live two-day workshop.