Sage Intacct Collaborate - X3 Consulting

SAGE INTACCT COLLABORATE

Collaborate spans every process and device finance, sales, and services teams can cooperatively resolve any issue.

CASH MANAGEMENT SOFTWARE Services

COLLABORATE TO RESOLVE NON-ROUTINE ISSUES AS A TEAM

Out of the ordinary transactions – such as clarifying policies, gathering missing information, or resolving exceptions – can slow down or derail critical financial processes. Sage Intacct Collaborate lets you manage them with ease, efficiently, and effectively to keep your business running smoothly.

find out how you can access the software you need for tomorrow, today!

Valuable insight, empowered business users, faster more accurate decision making all adds up to a stronger business to face the future.

SEE A CLEARER PICTURE OF THE ISSUES

Sage Intacct Collaborate increase efficiencies within your financial management processes – while keeping you firmly in control. In one click, you see all messages related to a particular issue, giving you the complete view from all participants as you work on the resolution.

You don’t have to explain a situation multiple times – just leave a note.

SAGE INTACCT COLLABORATE BRINGS THE WHOLE TEAM TOGETHER

Collaborate provides everyone with the same data so you are all on the same page to improve communication and teamwork, expedite processes, and improve decision making.

What’s more, Salesforce finance employees can also join Salesforce Chatter from inside Sage Intacct.

AUTOMATION & PRODUCTIVITY

STRONGER TEAMWORK

Communicate smarter and faster to increase teamwork, expedite processes, and improve decision making

INTERNAL CONTROLS

Stay informed with one-click access to all messages and the ability to leave notes, and have conversations, right inside Sage Intacct

SALESFORCE INTEGRATION

Connect your back office and Salesforce front office including Salesforce Chatter from inside Sage (Salesforce customers only)

SAGE INTACCT COLLABORATE LETS YOU HAVE THE CONVERSATION WHERE IT MAKES THE MOST SENSE

Forget endless email threads. Instead, when issues arise, communicate right inside Sage Intacct to resolve specific journal entries, accounts, projects, invoices, purchase requisitions, and more. For Salesforce users, these same conversations appear in Salesforce Sales Cloud, so sales teams can participate using the system they’re most familiar with.

LARRY CHANK

CFO, HOPI TRIBE ECONOMIC DEVELOPMENT CORP

“With Sage Intacct, our general managers and department heads hold greater accountability, because management can quickly pinpoint areas of financial concern and have accurate information with which to make better business decisions. As a result, three of our struggling entities moved into the black, our overall gross margins improved by 20%, cash flow increased by nearly a half a million dollars, and our real estate asset values grew by over $5 million.”

Resources

Read, watch, and share best practices.

CASE STUDY

Read the case study from Anchor Loans and find out why they made the move

WHITE PAPER

Read the top reasons to migrate from Sage 50

OUR CAPABILITIES

Advanced Salesforce Integration for Your Software Business

CFO 3.0

Digital Mandate for 2022: don’t get left behind