Free Sage Intacct System Analysis

If your Intacct system feels harder to use than it should, a Sage Intacct System Analysis helps identify where things went off track.

A Sage Intacct System Analysis is a detailed look at the configuration of your Intacct environment as it’s used today. It’s a unified view that covers all operations and systems, identifying bumps, gaps, and inefficiencies and flagging them for action.

Sometimes, all you need is a change in configuration decisions to smooth friction. Sometimes you need to dive a bit deeper to fully understand the root cause of your system’s challenges.

Please note: The purpose of a system analysis is to reveal gaps, inefficiencies, and unused capabilities. It’s not a support ticket or feature walkthrough. Talk to your outsourced financial team to discuss strategy and implementation.

We found that many organizations only touch the tip of the iceberg when it comes to Sage Intacct’s capabilities. They are often unaware of the importance of configuration decisions, especially when it comes to reporting and man-hours.

A Sage Intacct Analysis uncovers the extent of the software’s features, functions, and capacity. Finance teams begin to understand their current setup and its unintentional limitations. They’re able to identify underused opportunities, which they can then, with proper assistance and support, optimize.

By positioning system analysis as an obligation-free, value-added program, we create a natural entry point for ongoing consultations and support. Essentially, we’re building goodwill and creating new relationship opportunities.

Some issues are more common than others. For example, reporting tends to be hit hard by drift, gaps, and human error stemming from manual processes that shouldn’t be there. System limitations are seldom the cause. More often than not, configuration issues derail the system’s operations. 

What kind of issues are we talking about?

• GL accounts not mapped to reporting structures. 
• Unassigned QuickStart categories.
• Outdated custom account groups.
• Inconsistently used dimensions.

We’re also often confronted with budgeting setups that rely on manual updates and unconfigured licensed modules.

It’s a snowball situation. For some reason, reports become unreliable. Leadership might skirt around the problem instead of fixing the root cause of the error. Teams begin to export reports and correct them manually. 

Staff get used to manual processes, and this becomes the new normal. Things change within your business, and before you know it, there isn’t anyone around who understands the original system design. 

The waste is incredible. Time, resources, budget, all gone for nothing. Sadly, your lovely Sage Intacct system devolves into a (not-always-reliable) data source instead of the powerhouse it can be.

One of the best things about Sage Intacct is that it releases new features every three months, including automation upgrades. Unfortunately, the majority of business owners don’t know which features are relevant to their system. If they pick the right features, they don’t necessarily know how to use them. We’re looking at a lot of waste again. 

Sage Intacct System Analysis saves the day because it reviews all available features and licensed models and identifies the releases that will best benefit your company, for example, reduce time-consuming manual work and integrate automation solutions that enhance visibility and improve reporting. 

The best part about this is that you already pay for the functionality you’ve only just started to use. Only now, you’re going to get value for your money.

Only businesses that already use Sage Intacct qualify for the free system assessment. It’s important to note that we don’t play favorites. Anyone using Sage Intacct gets a free assessment, even if they aren’t TydeCo™ customers. It doesn’t even matter if you work with Sage Direct or another Sage Partner.

The analysis is non-invasive, so it doesn’t disrupt existing systems or healthy business relationships. You don’t have to switch software providers. 

It’s not going to solve all your company’s woes, but it’s a handy tool for CFOs, COOs, and finance leaders whose roles require accuracy and efficiency.

We put together an executive-level report that summarizes our observations and includes a prioritized set of recommendations. Recommendations are itemized, so you can tackle items one at a time and in no particular order.

We structure our reports this way, so you aren’t overwhelmed by a single, mammoth project. The aim is to remove the daunting element and rather work with internal capacity, budget, and urgency in mind.

No, it doesn’t. Sage Intacct assessments are obligation-free. You can go forward with the recommendations using your internal finance team, if you want. Or you can engage our services on an SLA for ongoing support. Or, you can do nothing at all. 

You might decide not to take any steps at the moment, which is fine, because when you’re ready to get going, we’ll be right here ready to help you turn points on a list into actionable plans.

We recommend a system review at least once a year. Remember, Sage Intacct releases new features once a quarter, so there’s bound to be something worth exploring in the mix.

We also recommend reviews after leadership changes, periods of growth, and adjustments to reporting requirements. Consider a Sage Intacct System Analysis when new automation opportunities are available.

Our final recommendation is directed at large companies with complex tech stacks. You might benefit from smaller, more focused reviews three or four times a year. That way, you don’t risk a laundry list of items every 12 months.