Escape the productivity-draining manual processes of accounts payable. With Intacct, your finance team can automate tactical vendor-management workflows across the entire accounts payable process with newfound speed and efficiency. That means more focus on high-value analyses, insights, and cash flow optimization—and less frustration and wasted time.
No more wasted hours
- Save thousands of hours—and hundreds of thousands of dollars—by automating manual accounts payable processes and streamlining inefficient workflows. Point and click to configure the approvals process that works for you. Take advantage of automated expense allocations when you pay bills. Intacct makes you more efficient.
There’s no time like real time
- With Intacct, you can track and view payments, approvals, and reports—anytime, anywhere. Now you can see your accounts payable liabilities, vendor aging reports, and bill and check register reports in real time.
You’re always in control
- Intacct’s automated and configurable processes enhance internal controls. You define the workflows, approvals, and internal controls to align with the way your business operates. That also means you have visibility into the entire accounts payable process to ensure accountability.
- Strengthen data integrity by using automated, configurable accounts payable software processes
- Achieve real-time visibility with 24/7 access to Intacct from any device
- Eliminate wasted time and free your finance team to focus on strategic, higher-value activities
Proper management of invoicing, credit terms, and other accounts receivable tasks accelerates your cash flows and keeps your organization strong. Intacct automates invoicing and collections processes to give you fast, efficient, and automated accounts receivable management. That accelerates the cash cycle, improves your business performance, and improves customer satisfaction.
Get those bills out, fast
- Intacct makes your accounts receivable team more efficient, so you can get paid faster. Automate your processes, send invoices by email, and offer more payment options to customers. Generate recurring bills for easy subscription management, attach customer documents to transactions for better recordkeeping, and more.
Stay connected, stay in control
- Connect accounts receivable to the rest of the business for a financially consistent view. Intacct works with your CRM solution to give you a single view of quotes, sales orders, and invoices. It automatically posts your order transactions to both your general ledger and accounts receivable ledger, so you can streamline billing and accounting. And it offers up-to-date, accurate sales tax calculations.
You’re in the know
- Intacct gives you real-time visibility with built-in and configurable dashboards, reports, graphs, and charts. Get a complete picture of customer aging, invoice analyses, recurring invoices, deferred revenue, and more. Intacct lets you analyze your accounts receivable data by a variety of business drivers for a complete view from every perspective.
The collections process you’ve always wanted
- Want to reduce costs and improve cash flow? Using Intacct Collections, efficiently manage customer communications with a structured and automated process that sends customers configurable reminders, lets you assign owners to collection cases to ensure accountability, and centrally records all activity.
- Achieve healthier cash flows by shortening invoicing and payment cycles
- Avoid collection issues by staying firmly in control of an error-free AR process
- Gain real-time visibility into customer histories, aging balances, and more with configurable dashboards and reports
When you need a complete picture of your cash and working capital, the statement of cash flows alone doesn’t have what you need. Where specifically is the cash coming from and where’s it going? Using spreadsheets to track balances and transactions across multiple accounts won’t give you the real-time visibility, easy reconciliations, and efficient processes you need. But Intacct can.
See it now
- Intacct cash management lets your finance team see the transactions across all checking and savings accounts and credit cards, providing a complete, real-time picture of your company’s money flows. With Intacct, you can manage cash across locations and entities in real time, so you’re always up to date and in the know.
- Intacct has bank reconciliations covered. Import statements from all your financial institutions and automatically reconcile your checking, savings, and credit card accounts. Spot exceptions, manage bank errors, monitor for fraud, and maintain accurate cash balances.
You’ve got options
- Intacct gives you exceptional flexibility in how you manage your cash. Easily apply payments to accounts not tied to an invoice. Record POS payments not applied to a single customer. Quick-print checks or use the bill-focused payment cycle. And transfer funds among accounts to fund subsidiaries and branches, all with complete visibility into balances on both ends of the transaction.
- Improve visibility with easier access to your whole cash picture
- Increase control by automating complex cash management processes
- Save staff hours by streamlining payment processing
Dealing with non-routine transactions—clarifying policies, gathering missing information, resolving exceptions—can slow down or derail critical financial processes. Now you can handle them quickly, efficiently, and effectively with Intacct Collaborate, a secure social layer embedded in your Intacct financial management system. It spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.
See the full context of the issues
- Intacct Collaborate helps you speed up and better control accounting processes. With a single click you can see all messages related to a particular issue—giving you the complete context, from all participants, right as you’re working on the resolution. And you shouldn’t ever have to explain a situation multiple times; just leave a note.
Have the conversation where it makes the most sense
- Forget email threads. It's better to communicate where there’s an issue, right inside Intacct—on specific journal entries, accounts, projects, invoices, purchase requisitions, and more. These conversations can appear at the same time in Salesforce Sales Cloud, so sales teams can participate using the system they’re most familiar with.
Bring the whole team together
- When everyone’s on the same page, your finance operation runs more smoothly. Intacct Collaborate improves communication and teamwork, and expedites processes and decision making, across the company. Salesforce customers: your finance employees join your Salesforce Chatter network, which can be conveniently accessed directly from inside Intacct.
- Communicate faster and smarter to strengthen teamwork, expedite processes, and improve decision making
- Stay informed with one-click access to all related messages and the ability to leave notes, and have conversations, right inside Intacct
- Connect your back office and Salesforce front office (Salesforce customers only)
The general ledger is the heart of your financial management system; the repository of the transactions and balances that define the financial state of your company. While many accounting software providers have not taken an innovative approach to their general ledger design, Intacct was built to be different. Our general ledger architecture was uniquely built to enable extensive visibility, scalability, and flexibility. Let your business grow and evolve, because this general ledger won’t ever hold you back.
Unique multi-dimensional visibility
- See reports and dashboards that show performance by any combination of business drivers, and quickly get the information you need to make business decisions. With Intacct’s revolutionary general ledger design, you can use dimension values—instead of old-fashioned account segments—to capture the business context of your transactions, operational measures, and budgets. It’s how Intacct is able to give you the most relevant view of your real-time business performance, while simultaneously simplifying your chart of accounts. Eight predefined dimensions come ready to go, including projects, product, and employees. Your team can easily add your own unique dimensions to track what matters most to your business.
Easy multi-entity management
- Manage the financials for multiple entities with ease, whether your business is simple or complex, with domestic or global locations. Produce financial consolidations at the push of a button, automate multiple currency conversions, and get consolidated reports without waiting for month-end.
- User configuration is easily done entirely through Intacct’s intuitive interface and doesn’t require expensive coding or customization work. Tailor Intacct to automate your unique processes and workflows, and maintain complete control of when transactions post to sub-ledgers and the general ledger.
Robust multi-book functionality
- Track your performance by multiple accounting standards in a single system for easier reporting compliance and better visibility. With Intacct, you can even see your performance on a U.S. GAAP, IFRS, and cash basis—side by side. Plus, user-defined books enable you to easily report on a tax basis or on any country-specific or industry-specific standard you need. Drill down from any financial report to see the underlying details behind the top-level numbers.
Fast multi-ledger performance
- Close your books in stages for a more efficient period end. Intacct's multi-ledger architecture enables you to close sub-ledgers independently. So you can continue to operate business-as-usual during the close period by closing one ledger while other ledgers are still processing transactions.
- Increase visibility with endlessly flexible financial and business reporting and the ability to track performance by multiple accounting standards
- Grow without limits by making multi-currency and multi-entity management easy
- Quickly adapt your system to changing business requirements without the pain of customizations
- Increase efficiency at month-end by closing the sub-ledgers that are ready while leaving others open as needed
A customer orders an item or a service, it's delivered, you get paid. If only it was always that simple. Order management quickly gets complicated when there are problems or changes with an order, when disparate recordkeeping systems don’t talk to each other, and when manual data entry slows you down. Intacct automates the steps and closes the communication gaps in even the most complex quote-to-cash journeys. So you can handle higher order volumes, processing complexity, and pricing structures. All while saving time, ensuring accuracy, and improving profitability.
Enter orders once—and only once
- Take the manual work out of order management. Intacct sets up your unique workflow and pricing requirements with easy point-and-click configuration. Now you can simply input orders when they come in. Once the order data is in Intacct, there is no need to enter it again because it will automatically flow to fullfilment, billing, revenue accounting, and all the other places you need. It's easy, efficient, and accurate.
Make the sales connection
- Intacct offers easy, pre-integrated connectors with Salesforce CRM and Zuora subscription management. Sales and finance can share pricing data, order status, and other information, and you can generate orders and subscription invoices without double data entry. Need to manage sales tax? Intacct also offers pre-built integration with Avalara, allowing you to automatically account for the right sales tax and comply with the regulations in any jurisdiction.
Measure, report, and improve
- Give your sales teams and financial managers a fully dimensional view into the real-time data that matters to them. Follow order fulfillment rates and sales numbers. See inventory quantities. Understand which products, sales reps, or customers are driving the most profit, and why. If you can ask it, Intacct can answer it.
- Reduce costs by automating more steps in the order-to-cash cycle
- Improve client satisfaction by getting sales and finance on the same page
- Grow profits with the ability to see and leverage the true drivers of business performance
Ensure your purchasing team is able to place the right orders at the right time for the right price. With Intacct, you can follow tailored transaction and approval workflows to increase purchasing speed, accuracy, and efficiency. Then tap into a comprehensive suite of dashboards and reporting tools to monitor budget vs. actuals, analyze costs, and gain visibility into your entire procure-to-pay cycle.
Streamline procurement and payments
- Intacct’s purchase order software automates your unique workstreams so you can streamline purchase requisitions, purchase orders, and sign-offs. It connects with accounts payable, cash management, and inventory, so you don’t have to enter the same data twice. And it allows you to attach files with drag and drop ease, for much simpler recordkeeping with instant access to supporting documents.
Improve overall visibility
- Give your purchasing team easy access to job-critical information. Customizable, role-based dashboards come right up when you open Intacct, so you can quickly check on budget-to-actuals, competitive quotes, price breaks, and more. With real-time information at a glance, your team can focus on making the right decisions.
Strengthen purchasing controls
- Take control of your entire procure-to-pay process. With Intacct purchase order software, you can leverage best practices templates to ensure solid processes are followed for requisitions, quotes, returns, and more. And you can use tailored workflow and approval processes to ensure that everyone in your organization adheres to your organization’s unique requirements.
- Increase accuracy by automating transaction processing, data entry, and approvals
- Save time and improve focus with easy access to real-time vendor and purchasing information
- Improve financial control with both templated and tailored purchasing workflows
Reporting and Dashboards
The pressure is on CFOs to provide faster and more granular visibility into what’s driving company performance. Intacct gives you the best management reporting of any financial system. It tracks operational and financial data—by business driver—to give you superior reporting power and a complete view of your organization. Just click to create any kind of report, dashboard, or visualization you want—with exactly the metrics that matter to investors, executive teams, and leaders in finance, sales, and other departments. Ask new business questions, get fast answers, and make confident decisions with Intacct.
Get more from your data
- Intacct’s general ledger uses dimensions to capture the business context of your transactions, operational measures, and budgets. As a result, you can quickly create reports that analyze real-time business performance by business drivers without having to manage a chart of accounts with hundreds of segments. Eight predefined dimensions come ready to go, including department, item, and employee. Easily add more to analyze performance by the drivers that are unique to your business.
Go beyond the financial
- Other accounting systems only track financial data, which limits you to reporting on financial measures. Intacct tracks and reports on both financial and operational data—like square footage, available hospital beds, or other measures important to your business. With all your financial and operational data in one place, you can get more reports, more information, and more insight. All with a lot less work.
Get rich reports, your way
- Your financial reporting options are nearly endless with Intacct. See operational statistics alongside financial metrics. Check on summary roll-up figures for multiple entities—even if it’s only mid-month. Drill down to source transactions on the spot. And compare performance across any business driver that matters to you, right within the system. 150 reports come built-in, and you can easily create custom reports, so there’s no need to resort to Excel, wait on report customization projects, or rely on external reporting tools.
See the big picture, in seconds
- Intacct’s financial dashboards convey the big picture at a glance and can be tailored to each stakeholder. Choose metrics that matter most to each person—like cash balances, project profitability, or trends in revenue per square foot—then let Intacct populate the dashboards with live data. Add Performance Cards to quickly see trends in your key metrics. After all, nobody likes getting information from five-page reports or month-old PowerPoint charts. But everyone benefits from anytime, anywhere access to better insight.
- Improve visibility with reporting that includes both types of performance metrics: financial and operational
- Improve decision-making by analyzing performance according to your organization’s unique business drivers
- Simplify your chart of accounts without compromising reporting flexibility
Digital Board Book
Fast growth requires fast decisions made with the right information. All companies struggle to do this. But SaaS companies face more challenges. You construct your metrics reports with data you’ve pulled from disparate applications, and then aggregate that data and perform calculations within spreadsheets—a time-consuming, error-prone process. What if you could easily capture and instantly access the detailed metrics you need, right when you need them? What if these metrics shed light on the pitfalls and opportunities ahead, as well as the root causes of performance trends?
Get the SaaS metrics you need—how and when you want them
- Make quicker, more sound strategic decisions with real-time SaaS metrics that go beyond GAAP metrics to include operational metrics—together, these are the critical metrics for your board reporting. Captured in an automated process from inside Intacct, they’re every bit as complete and accurate as your GAAP financials. The metrics for your SaaS business are delivered via a dashboard as performance cards, reports, charts, and graphs that you can use to spot trends, compare to benchmarks, drill down into the source data, and more. Your metrics can include:
- Customer Lifetime Value (CLTV)
- Customer Acquisition Cost (CAC)
- Committed Monthly Recurring Revenue (CMRR)
- Annual or Monthly Recurring Revenue (ARR or MRR)
Metrics at the speed of business
- Dynamic SaaS businesses require of-the-moment metrics to support fast decision making. Now you can access real-time metrics that are always accurate, driven by transactional data from Salesforce and Intacct. When you want to know if you’re making plan, or why you’re not, don’t tie up your team in slow, manual processes or wait weeks for answers to arrive.
Follow the numbers, then dive deep—with dimensions
- Get unmatched analytical depth from inside your financial system of record. How do you drive a business that has so many fast-moving, interrelated financial elements? With a complete, up-to-the-minute set of metrics that you can easily slice and dice by key business drivers.
- Use Intacct dimensions to analyze SaaS metrics by the attributes that matter to your business: project, customer, location, department, vendor, item, employee, class, and more. You can further optimize your business by tracking different kinds of SaaS revenues—new customers, add-on purchases, upgrades, churn, and renewals—and by spotting trends and problems via the dashboard, and then drilling down to investigate.
Get it all: automation, flexibility, and Salesforce integration
- Say good riddance to manual calculations and one-size-fits-none metrics. You’ll save time, reduce errors, and boost efficiency with metrics calculated automatically from data already in your fully integrated Intacct and Salesforce systems. You won’t need scripting or add-ons to create unique SaaS metrics based on your definitions, your chart of accounts, your business needs—whatever works best for your company.
- Make faster decisions with key, real-time SaaS metrics
- Gain actionable insights from trends and details viewable by key business drivers
- Eliminate manual effort and the risk of inaccuracies through automation
- Capture your unique outcomes by tailoring SaaS metrics to your business processes, down to transaction-level data
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