Sage Intacct health assessment
When your business evolves, your systems should too. Our health check evaluates your Sage Intacct configuration, highlights new functionality, and is a practical first step for organizations that want their finance team — and their technology — to scale with confidence.
What’s included in a Sage Intacct health check?
- One-hour interview to review current processes and identify opportunities for improvement
- Sage Intacct core modules and configurations review
- A highlight of relevant quarterly releases
- Health Check Summary Report with observations and recommendations
- One hour of consulting to be used for training or Q&A
Already live on Sage Intacct? Unlock more value.
A Sage Intacct health check often uncovers opportunities for deeper optimization and increased value from your technology investment. Our post-implementation services help you act on any findings and turn Intacct into a system your team can rely on.
We’ll help you design and build a custom reporting package directly in Sage Intacct so reports are accurate, trusted, and used regularly by leadership. We also provide training so your team can feel confident maintaining and enhancing reports over time.
Combining our industry and Sage Intacct experience while uncovering your needs to convert Sage Intacct into a daily decision making tool is our specialty.
Our Client Accounting and Advisory Services team can step in temporarily to support reporting, close, or any other accounting functions. Once you’ve brought new staff on board, we can help with training and ramp-up.
A Sage Intacct health check is a great first step. We’ll review your configurations, uncover missed features, evaluate workflows with your teams, and pinpoint automation opportunities to help reduce manual tasks.
Using bank feeds, matching rules, and automation, we can help you cut reconciliation time freeing your team to focus on higher-value work.
Sage Intacct is built to scale, but new entities introduce complexity. We help onboard new entities with services ranging from entity setup to full data migration, process mapping, training, or re-implementation.
Not sure where to start?
Your Sage Intacct health check provides a clear roadmap; our post-implementation services help you execute it.
Understanding your industry
Unlock the full potential of Sage Intacct
A comprehensive assessment of your system’s configuration could help improve functionality, security, scalability, and your bottom line.