The Story Continues: Evolve with Sage Intacct

If you’ve ever wished your dashboards told the story behind the numbers, this session is for you. Our experts will walk you through how to design and customize dashboards in Sage Intacct, so the right information is always at your fingertips. Bring your questions and get direct answers during live Q&A with our experts.

• Create dashboards that adapt to your team’s needs
• Transform data into actionable insights
• Make dashboards intuitive, powerful and decision-ready

Month-end doesn’t have to feel rushed, reactive or dependent on one or two people holding everything together. This session covers practical ways to improve your month end process using clear steps, checklists and coaching approaches for better team ownership. Learn how to reduce last minute issues and run a more predictable, manageable close.

• Step-by-step guidance to accelerate month-end
• Checklists that help prevent common close issues
• Tips on empowering your team to close with confidence

Ever catch a mistake right after it posts and think, I wish the system had stopped that? Manual checks only go so far, especially when your team is moving fast. In this webinar, you’ll see how smart rules help prevent common errors before they ever hit your books, enforcing controls, reducing rework, and taking pressure off your team through automation.

• Explore five high-impact smart rules
• See automation in real-world scenarios
• Learn to create workflows that scale with your business

Bank activity is where cash flow starts – but when reconciliations are slow or approvals get stuck, it’s hard to know what your cash position really is. This session focuses on ways to simplify bank reconciliations and approvals, so cash stays current. We’ll look at common process issues that slow teams down and how to fix them, helping you spend less time correcting errors and more time managing cash with confidence.

• Improve bank workflows
• Clean up reconciliations and approval processes
• Ensure accuracy and control at every step

Getting data into Sage Intacct should move your work forward, not create more cleanup. This session focuses on how to import data accurately and consistently, so your numbers are dependable from the start. We’ll cover practical ways to avoid common import issues, reduce rework, and set up data so it supports reporting and decision-making instead of slowing you down.

If you’ve ever questioned your numbers or spent time fixing them after the fact, this session is for you.

• Step-by-step guidance for importing data efficiently
• Common import issues and how to prevent them before they happen
• Ways to maintain a reliable, actionable data foundation

Intimidated by the idea of an audit always lurking around the corner? You don’t have to be. By using Sage Intacct, you already have the foundation to stay prepared. In this session, we’ll show you how to use Intacct’s built in controls, reports and audit trails to make audits predictable instead of stressful, so you can feel confident and ready all year long.

• Understand essential audit focus areas and controls
• Build processes that stand up to scrutiny
• Equip your team and data for a smooth audit