AI-Powered Productivity: Social Services Leaders and Power of Sage Intacct

This session covered how organizations are improving finance operations using AI and automation within Sage Intacct, moving away from manual, disconnected processes toward a more streamlined, connected system. It focused on reducing reliance on spreadsheets, improving data accuracy, and increasing overall efficiency across core financial workflows.

It also highlighted how AI enables real-time visibility, faster reporting, and more proactive decision-making, helping finance teams spend less time on transactional work and more time analyzing performance and supporting the business.

Key pain points:

• Complex grant and restricted fund tracking across multiple programs
• Difficulty producing timely, audit-ready reports for funders and boards
• Lack of clear insight into program-level costs and outcomes
• Heavy reliance on spreadsheets for allocations and reporting
• Lean finance teams managing increasing compliance and reporting demands