Sage Intacct Intelligent General Ledger Accounting Software

Sage Intacct Intelligent General Ledger Accounting Software

Intelligent General Ledger Accounting Software

Core Financials

Transform your business strategy and processes with continuous accounting, trust, and insights with the only Intelligent GL™ powered by AI.

Read how the Association of College Unions International

 

  • Automated manual workflows to increase efficiency by 35%
  • Shortened bank reconciliations from 5 hours to 5 minutes
  • Achieved software payback in less than 6 months

READ CASE STUDY

 

 

 

Transform your business processes with a modern, cloud-based architecture and artificial intelligence

Sage Intacct’s modern, cloud-based architecture provides the flexibility and efficiency you need to adapt to change and growth. Our core financials are configurable by a business user—no developer needed.

  • Simplify your chart of accounts using dimensions
  • Enter transactions once and report on them across multiple financial standards
  • Define your own workflows
  • Set guardrails for consistency and accuracy
  • Close continuously instead of saving it all for period end
 

Transform your business strategy through agile, data-driven decisions based on trusted data

Don’t wait for the close to get the information you need. Only Sage Intacct uses the power of AI and automation to deliver continuous accounting, trust, and insights.

  • Capture, post, and report on transactions in real-time.
  • Get instant, multi-dimensional insights with dashboards and one-click drill-down to source transactions.
  • Share insights flexibly and securely with only those who need it.
  • Review thousands of GL transactions in minutes using AI-based outlier detection to gain trust in your numbers.
  • Eliminate the need to build reports outside of your financial solution.

    Read how Village Family Dental navigated the COVID-19 pandemic and gained

    • 930% faster departmental reporting
    • Visibility of location and provider performance to maintain gross margin targets
    • 70% shorter monthly close cycle
    • 25% efficiency improvement
    • Huge savings through avoided headcount

    READ CASE STUDY

     

    Learn how MidCap Credit and Capital was able to scale their multi-entity business and

     

     

    • Save 16 hours per month on global consolidations

    • Achieve software payback in less than 7 months

    • Gain trusted insights into business KPIs

    READ CASE STUDY

     

     

     

    Transform your multi-entity operations with continuous consolidations

    Sage Intacct automates multi-entity processes so as your entities multiply, your workload doesn’t.

    • Create and modify entities and hierarchies without a new implementation.
    • Centralize and automate inter-entity transaction instructions to reduce errors and save reconciliation time.
    • Automate currency rate tables and conversions, eliminating errors and saving hours of manual calculations for high transaction volumes.
    • Continuously consolidate financials and maintain drill-down visibility.

      Learn more about Sage Intacct Intelligent General Ledger

      If you are interested in finding out more about how Sage Intacct Intelligent General Ledger Software can speed up your workflow and streamline your business, click the contact us button below and we will be in touch with you.

      About Us
      Kiteview Technologies (Pty) Ltd was founded in May 2010 to provide the Sage Evolution Business Management solution to the SME market. The management team of Kiteview have combined +30 years of experience in the delivery of small to mid-market Financial & Business Management solutions. This experience, combined with a sound project implementation methodology has helped in Kiteview’s growth, becoming a Platinum status partner for SAGE Pastel within just 1 year.

      Contact Us

      For An Obligation Free Quote

      Financial Reporting and Forecasting in a Multidimensional World

      Financial Reporting and Forecasting in a Multidimensional World

      Even for seasoned SaaS CFOs that have been in the subscription revenue sector for years, reporting and forecasting can be daunting processes. Not to mention the tight deadlines finance teams frequently operate under.

      However, reporting and forecasting doesn’t have to be frustrating or even difficult activities. Modern automated accounting tools make both of these strategic tasks seamless and straightforward.

      But before we dive further into the magic of automation, let’s get better acquainted with reporting and forecasting. Why do they matter so much? And how do the most successful SaaS companies use them to rise above their competitors in a multidimensional industry?

      Reporting Lays the Groundwork for Accurate Forecasts

      Some people fall into the mistaken belief that financial reporting is purely about rehashing numbers. Nothing could be further from the truth.

      Effective, fast, and accurate financial reporting gives your entire company an incredibly valuable real-time snapshot of how you stack up in the competitive SaaS ecosystem.

      More specifically, excellent reporting serves as a company-wide strategic asset because it:

      • Provides clarity to your board and critical decision-makers about your CAC, CLTV, churn rates, and other essential SaaS metrics.
      • Gives your sales and marketing teams a sense of direction by allowing them to see granular data about where they’re succeeding and failing. This knowledge will allow them to formulate more effective plans to drive recurring revenue in the coming months and quarters.
      • Offers an entirely objective benchmark to measure future results against your present position. This objectivity is critical at all stages of your company’s lifecycle: your board and potential investors will all demand objective proof of how your company is performing.

      Financial reporting is more than just mindlessly putting numbers up on a screen: those numbers serve as the scaffolding on which you construct your forecasts.

      And if the inputs for your forecasts (your SaaS reporting data) are inaccurate or incomplete, your entire company will pay the price. If you’re not targeting the right customers, your churn rates will start to increase and your ARR and MRR will start to decline.

      That’s a pretty gloomy picture. So how do you prevent it from turning into a reality?

      Accurate Forecasts Give Your Company a Strategic Edge

      As with financial reporting, forecasts involve much more than just playing with numbers. That might be what they are on the surface, sure. But once you peel back a few layers, you’ll see that there’s more going on.

      CFOs who put in the time and effort to finesse their forecasts contribute massively to the rise and results of their companies. Predictable forecasting might seem counterintuitive. After all, forecasting implies a certain degree of unpredictability.

      But reliable forecasting can be repeatedly achieved if you follow a few practical guidelines:

      • Put your pipeline under a microscope. Aim to understand your sales pipeline at the deepest possible. How did your MRR (monthly recurring revenue) for the preceding quarters look compared to what you expected? Were new features added to your product that resulted in a wave of new signups? Conversely, were there portions of your pipeline where customers churned or hesitated in signing up?
      • Look for sales cycle patterns. Once you have a better grasp of your pipeline, it’s time to analyze your sales cycle. Sales cycles for subscription billing companies tend to be highly variable since people sign up and churn throughout a given month. Still, it’s well worth your time to comb through the data to discern patterns you can capitalize on.
      • Match your model with your mission. Ensure that the forecasting model you employ matches your end goals for your forecast. There are a variety of forecasting models you can choose from, including lead-gen forecasts for different marketing methods and historical forecasts that use past revenue data to predict the future. Always base your selection on what you hope to achieve with your forecast.

       

       

      There’s one last element of reporting and forecasting for SaaS companies that we haven’t touched on yet.

      Embrace Financial Automation

      The most effective SaaS CFOs realize that automation is the only way to guarantee accurate, actionable, and reliable forecasts. Automation removes every ounce of guesswork and manual processes from your reporting and forecasting.

      SaaS accounting automation software also:

      • Centralizes all your data. Automation enables you to say goodbye to manual, spreadsheet-based approaches forever. It lets you access all the data you need, on a single screen, with a single click.
      • Acts as a force multiplier for your forecasting. Robust automated forecasting allows you to plug in your data to generate accurate forecasts more quickly, easily, and for larger time horizons than manual spreadsheets.
      • Gives you role-based dashboards. An automated accounting solution like Sage Intacct provides specific dashboard views for particular members of your team based on the data they need access to for their daily responsibilities.

      The future of SaaS reporting and forecasting is all about efficiency. By minimizing unproductive processes and leveraging relevant technology, you can save yourself and your team time and money.

      Feel free to contact the Kiteview team to find out more.

      Source: Sage 

      About Us
      Kiteview Technologies (Pty) Ltd was founded in May 2010 to provide the Sage Evolution Business Management solution to the SME market. The management team of Kiteview have combined +30 years of experience in the delivery of small to mid-market Financial & Business Management solutions. This experience, combined with a sound project implementation methodology has helped in Kiteview’s growth, becoming a Platinum status partner for SAGE Pastel within just 1 year.

      Contact Us

      For An Obligation Free Quote

      Sage Intacct Order Management

      Sage Intacct Order Management

      Order Management Software

      Core Financials

      Achieve 25% faster quote-to-cash cycles.

      Cash Management Overview

      Automation and productivity

      R

      Reduce Costs

      Reduce costs by automating more steps in the order management cycle across sales channels.
       
      R

      Customer Satisfaction

      Improve customer satisfaction by getting sales and finance on the same page.
       
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      Increase Profits

      Increase profits by seeing and leveraging the true drivers of business performance.

       

      Automate the order management cycle

      Streamlining even for the most complex quote-to-cash processes, cloud-based Sage Intacct order management software is sophisticated enough to handle higher order volumes, order processing complexity, inventory challenges, and pricing structures. The result? An order-management system that saves time, improves accuracy and increases profitability.

      Order management workflows your way

      Sage Intacct software removes the manual work from multi-channel order management and conforms to your unique workflow and pricing requirements. Simply input orders when they come in – and never enter them again. Data automatically flows to order fulfilment, billing, revenue accounting, and all the other places you need.

      Locations
      Reconcile

      Integrated Salesforce order management

      Thanks to easy, pre-integrated Salesforce CRM connectors, you can manage the Salesforce quote-to-order cycle by enabling sales and finance to share pricing, order status, and other information and generate orders without duplicate data entry. And a prebuilt integration with Avalara automatically calculates the right sales tax for any order in any jurisdiction across all sales channels.

      Learn more about Sage Intacct Order Management

      If you are interested in finding out more about how Sage Intacct Order Management Software closes the gaps and automates even the most complex quote-to-cash processes, click the contact us button below and we will be in touch with you.

      About Us
      Kiteview Technologies (Pty) Ltd was founded in May 2010 to provide the Sage Evolution Business Management solution to the SME market. The management team of Kiteview have combined +30 years of experience in the delivery of small to mid-market Financial & Business Management solutions. This experience, combined with a sound project implementation methodology has helped in Kiteview’s growth, becoming a Platinum status partner for SAGE Pastel within just 1 year.

      Contact Us

      For An Obligation Free Quote

      Financial Dashboards and Metrics for Software Companies

      Financial Dashboards and Metrics for Software Companies

      Article credit: Sage 

      If you’re the CFO of a subscription billing company, you want to bring clarity to decisions, understand where to invest, and track cash-flow and SaaS metrics, in the chaos of dynamic, competitive markets. The best CFOs balance out this equation by giving their departments clarity and direction with SaaS metrics and role-based financial dashboards. 

      It’s a common saying that if you don’t know where you’re going, any road will get you there. But in the SaaS world, if you don’t know where you’re going, you won’t go anywhere because you’ll never generate any traction.

      Key performance indicators (KPIs) and financial dashboards will help pave the way to your success. KPIs give you a real-time snapshot of your business’s performance at different points: monthly, quarterly, annually, etc. 

      They also allow you to analyze your revenue and cash flow patterns, identify where you’re wasting money, and more.

      Financial dashboards are just as important. They give every person on your team a customized one-page view of all the financial information they need. With modern software tools, you can say goodbye to the headache of hunting down five different manual folders to gather data for an upcoming board presentation. 

      But before we get deeper into dashboards, let’s break down the major KPIs and look at why they matter so much.

      Unlock continuous improvement through KPIs

      Tracking KPIs is one of the most critical essential responsibilities of any CFO and the broader finance team behind them. Identifying and charting your most valuable SaaS metrics enables your entire company to understand its position in the broader marketplace. 

      KPIs offer insight into where you’re succeeding, so you can double down on those strategies. And just as significantly, they raise red flags about what’s failing, so you can alter or abandon bad ideas.

      Some of the most important metrics for you to watch and report on include your: 

      • Customer Acquisition Cost: Your CAC measures how much money you spent to acquire a customer or customer set. It helps you track which customers may not be worth the investment you’re making to obtain their business and which customers give more value than they take to acquire.
      • Customer Lifetime Value: Your CLTV indicates how much revenue a given customer generates for your company before they unsubscribe from your product or service. Customers with a high CLTV should be prioritized for upsell cross-sell attempts, and you should target prospects with similar characteristics.
      • Churn Rate: SaaS churn is a crucial metric. It measures how many of your users unsubscribe over a given period. A high churn rate could point to problems with your product or market fit, an issue with your payment processor leading to involuntary churn, or something else. Churn should be looked into and corrected quickly.

      Keep your SaaS metrics at the top of your hierarchy of business values. Treat them like your guiding lights in the rough seas of a competitive market because that’s precisely what they are.

      Stay organized with financial dashboards 

      Financial dashboards are an incredible organizational tool for finance teams. They help every member of your team stay organized by condensing all the information that a particular person needs into one convenient screen.

      These single-glance screens are known as role-based dashboards in the SaaS community. They allow your team to accomplish more in less time by eliminating manual accounting processes and reliance on outdated spreadsheet-based tech. 

      With financial dashboards from SaaS accounting automation solutions, all it takes is a single glance for different members of your team: 

      • The CFO Dashboard: This view allows CFOs instant access to all the cash flow data and metrics that your board (and investors) will want to know about.
      • The Controller Dashboard: The Controller view puts every piece of information your Controller needs in one centralized location. A single click will give them access to cash flow metrics, wage and salary info, budgeting data, and more. 

      SaaS Metrics Dashboard 01

      If you’re sensing a common theme between SaaS metrics and financial dashboards, you’re right on the money. It’s all about staying organized and the quantum leap in results you can access by analyzing where you are, and where you’d like to go.

      Invest in your success 

      Investing in the power of automation is one of the greatest gifts any CFO can give their finance team and their broader company. 

      The organization, clarity, and heightened effectiveness that accompany an investment in high-quality accounting software speak for themselves. But if you’re still not convinced, contact us and find out how Sage Intacct can boost your business.

      About Us
      Kiteview Technologies (Pty) Ltd was founded in May 2010 to provide the Sage Evolution Business Management solution to the SME market. The management team of Kiteview have combined +30 years of experience in the delivery of small to mid-market Financial & Business Management solutions. This experience, combined with a sound project implementation methodology has helped in Kiteview’s growth, becoming a Platinum status partner for SAGE Pastel within just 1 year.

      Contact Us

      For An Obligation Free Quote

      Sage Intacct Contract and Subscription Billing

      Sage Intacct Contract and Subscription Billing

      Sage Intacct Contract and Subscription Billing

      Tailor pricing and billing schedules to fit your business.

      General Ledger Overview

      Automation and productivity

      R

      Reduce costs associated with manual billing

      R

      Improve accuracy with flexible pricing models

      R

      Streamline billing with automatic subscriptions

      R

      Manage billing at a contract level

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      Reconcile

      Open ecosystem for greater connectivity and impact

      As a best-in-class system, Sage Intacct provides a simple, flexible connection service to dozens of related solutions, such as Salesforce, and Nexonia. We make it easy to connect your Sage Intacct cloud financials with Salesforce, integrate with other solutions, configure Sage Intacct to your exact requirements, and even build your own applications on the Sage Intacct platform.

      As a Salesforce Partner, we integrate our cloud financials with the industry’s leading cloud CRM.

      Robust multi-book functionality

      Learn more about Sage Intacct Contract and Subscription Billing

      If you are interested in finding out more about how Sage Intacct contract and subscription billing can boost your business, click the contact us button below and we will be in touch with you.

      About Us
      Kiteview Technologies (Pty) Ltd was founded in May 2010 to provide the Sage Evolution Business Management solution to the SME market. The management team of Kiteview have combined +30 years of experience in the delivery of small to mid-market Financial & Business Management solutions. This experience, combined with a sound project implementation methodology has helped in Kiteview’s growth, becoming a Platinum status partner for SAGE Pastel within just 1 year.

      Contact Us

      For An Obligation Free Quote

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