After a successful Sage Intacct Implementation, there are some crucial steps to ensure your business keeps running smoothly. To make it easy for you, in this blog, we have written 5 Important tips that will help streamline your business workflow for stable growth and success post sage Intacct Implementation.
Let’s get started,
1. Re-check your Business Process
After Sage Intacct implementation, you have to re-check if any small or repetitive tasks require manual intervention, if so, you can automate those tasks with Sage Intacct. This will save a lot of time for your business and you will be able to focus on critical tasks.
You must identify areas in your workflow that are prone to errors and automate them, otherwise, you might run into an unexpected snag after some time. Re-checking minor errors will eliminate any hindrance to your business.
2. Improve Compliance
Compliance features help every business to manage risks effectively. You don’t have to worry as Sage Intacct has got you covered with its in-built audit trials and data security that ensure you meet compliance with regulatory standards such as GAAP (Generally Accepted Accounting Principles) and IFRS (International Financial Reporting Standards) features.
Through audit trials, you can regularly monitor and track any unusual activities in your business. This will provide transparency and accountability within the company,
Companies can also check whether their existing compliance aligns with Sage Intacct’s capabilities and see if there are any areas for improvement or adjustments.
3. Staff Training
You have to provide training sessions to your employees to ensure that you attain the maximum output of your Sage Intacct system. You can provide in-person or instructor-led sessions depending on your employee’s role in the company.
You must utilize Sage Intacct’s official resources such as webinars, workshops, and sessions to get in-depth knowledge about Sage Intacctcomplete features.
You have to implement continuous and regular training sessions to keep the staff’s knowledge up-to-date with current updates or changes in the system.
4. Leverage Integration
Integrating with other business systems such as CRM, e-commerce, and HRMS will streamline data flow and reduce any manual data errors.
Sage Intacct has its full-fledged API (application programming interface) that allows you to customize according to your specific business needs. With sage Intacct’s rich development resources, your business has greater flexibility in automating tasks.
5. Utilize Analytics and Reporting
Sage Intacct has a rich analytics and reporting interface. With real-time insights on financial data, the financial team can make informed and quick decisions. Leveraging Sage Intacct’s Critical business metrics such as cash flow, sales revenues, payments, and outstanding invoices will help you discover emerging trends, and identify any loopholes in the business process – so that you can respond quickly to any changes.
Also, with Sage Intacct’s Ad-Hoc feature, you can conduct an in-depth analysis of current business trends.
Other than this – it also has a collaborative analysis tool that lets you collaborate with different teams in the company to procure on-time data and updates.
You don’t have to be on your toes anymore once you have these tips incorporated into your business process. These tips will set the right tone to keep your business up and running after your Sage Intacct implementation.
From tailored setups to ongoing support and everything in between, our certified consultants are here to help expand your sage Intacct capabilities and functionalities.
By teaming up with us – you’re also getting a growth expert. So why wait? Contact our Sage Intacct Consultant today and start simplifying your finances.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix has a wide product range for Sage Intacct- a Cloud ERP. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce | FTP/SFTP | Rev.io | Checkbook | Dynamics 365 CRM | Magento | Rent Manager | Treez | Avalara Avatax | Blackline SFTP. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products, and add-ons to enhance user experience. Sage Intacct add-ons include AR Lockbox File Processing.
Greytrix GUMU™ integration for Sage CRM – Sage Intacct, Sales Commission App for Sage Intacct, and Checkbook.io ACH/Digital Check Payments for Sage powered by GUMU™ are listed on Sage Intacct Marketplace.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com. We will like to hear from you.