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Frequently Asked Questions About Sage Intacct

Here are answers to some common questions about Sage Intacct and how SynergERP, a Certified Sage Business Platinum Partner, can help you leverage this powerful cloud financial management solution.

Sage Intacct

Sage Intacct is a best-in-class cloud financial management platform designed for growing businesses. It goes beyond basic bookkeeping, offering robust features for accounting, cash management, purchasing, vendor management, financial consolidation, reporting, and analytics. It’s built to automate complex financial processes and provide real-time visibility into your business performance.

Sage Intacct is ideal for growing small to medium-sized businesses (SMBs) and mid-market organisations that have outgrown their entry-level accounting software. It’s particularly strong for service-based industries, non-profits, software & SaaS companies, hospitality, healthcare, and businesses with multi-entity or multi-location structures that require sophisticated financial management and reporting capabilities.

Key benefits include:

  • Real-time Visibility: Access up-to-date financial data and dashboards anytime, anywhere.
  • Increased Efficiency: Automate core financial processes like accounts payable/receivable, reconciliations, and reporting, freeing up your finance team.
  • Scalability: The platform grows with your business, easily handling increased transaction volumes, multiple entities, and international operations.
  • Deep Financial Insights: Powerful, customisable reporting and analytics tools help you understand performance and make data-driven decisions.
  • Improved Compliance & Controls: Robust security features and audit trails enhance financial governance.
  • Seamless Integration: Connects easily with other best-in-class solutions like CRM (e.g., Salesforce), payroll, and industry-specific applications.

Yes, Sage Intacct is a true cloud solution. This means there’s no hardware to maintain, software updates are handled automatically by Sage, and you can securely access your financial data from any device with an internet connection. This offers greater flexibility, scalability, and typically a lower total cost of ownership compared to on-premise systems.

While all are Sage products, Sage Intacct is Sage’s cloud-native financial management solution, built from the ground up for the cloud. It generally offers more advanced automation, dimensional reporting capabilities, and easier integration with other cloud services compared to the more traditional, often on-premise or hosted, architectures of Sage 200 Evolution or Sage 300. Sage Intacct suits organisations looking for best-in-class financial management with maximum flexibility and scalability. SynergERP, as a Certified Sage Business Platinum Partner, can help assess which Sage solution best fits your specific needs.

SynergERP is a Certified Sage Business Platinum Partner with extensive experience in implementing financial and ERP solutions across various industries in South Africa. Our team understands both the software’s capabilities and local business requirements. We offer:

  • Expert Consultation: Helping you determine if Sage Intacct is the right fit.
  • Tailored Implementation: Configuring the system to match your unique business processes.
  • Data Migration: Securely migrating your existing financial data.
  • Integration Services: Connecting Sage Intacct with your other critical business systems.
  • Training: Ensuring your team can effectively use the software.
  • Ongoing Local Support: Providing assistance and guidance after go-live.

Absolutely. Sage Intacct is designed with integration in mind. It has an open API (Application Programming Interface) and integrates with a wide range of popular business applications through its Marketplace, which offers over 350 integrations.These applications include CRM systems (like Salesforce), payroll solutions, budgeting tools, payment processors, and more. SynergERP, as a Certified Sage Business Platinum Partner, can assist in identifying and setting up the integrations you need.

Integration Methods

  • Built by Business Partners: Solutions developed by Sage Intacct’s partners.
  • Built on Sage Intacct Platform: Direct integrations using Sage Intacct’s platform.
  • Connectors, ETL, iPaaS & Middleware: Various integration tools to connect Sage Intacct with other software

Benefits

  • Enhanced Functionality: Extends the capabilities of Sage Intacct to meet unique business needs.
  • Best-of-Breed Philosophy: Allows businesses to connect their financial software with other business applications without being restricted to a single vendor

You can explore more about these integrations on the Sage Intacct Marketplace

Sage Intacct uses a subscription-based pricing model (SaaS – Software as a Service). Pricing is typically based on the number of users and the specific modules or functionalities your business requires. This allows you to pay for what you need and scale your subscription as your business evolves. As a Certified Sage Business Platinum Partner, SynergERP can provide a detailed quote tailored to your specific requirements during a consultation.

Yes, SynergERP, a Certified Sage Business Platinum Partner, offer ongoing support packages post-implementation to assist with queries, troubleshooting, and getting the most value out of your Sage Intacct investment.

Sage Intacct employs a range of advanced security measures to protect your data, including:

  • Physical Security: SOC 2 compliant data centres with badge access, biometrics, CCTV monitoring, and 24/7 security.
  • Network Security: Intrusion detection systems, firewalls, and anti-virus protection to safeguard against cyber threats.
  • Monitoring and Updates: Regular software patching and comprehensive audit logs to detect suspicious activity and vulnerabilities.
  • Data Encryption & Access Control: Customer data is encrypted during transfer, and strict access controls ensure only authorised personnel can access it.

Sage Intacct has robust disaster recovery protocols, offering a Restore Point Objective (RPO) of four hours and a Restore Time Objective (RTO) of 24 hours. This means your data won’t be more than four hours out-of-date, and full restoration is ensured within 24 hours after any disaster.