Seamless Salesforce and accounting integration

Seamless Salesforce and accounting integration

Seamless Salesforce and accounting integration

Salesforce integration with Sage Intacct gives you seamless order and sales workflow to deliver your clients the best possible customer experience.

Level up with Salesforce integration

R

Seamless Salesforce integration

R

Efficient workflows to level up productivity and collaboration

R

Simple set-up and easy to use

R

Automated quote-to-cash process

Scale and streamline your business processes from end to end

Sage Intacct connects sales, revenue operations, and finance from the initial transaction through reporting, forecasting, and billing to:

 

  • Eliminate data re-entry and inaccuracies that delay downstream approvals, billing, and reporting.
  • Allow the finance department to get real-time visibility of customer and transaction data.
  • Enable sales department and revenue operations to efficiently and accurately serve customers with access to transaction status, billing, and payments.
  • Provide a shared system of record so everyone can trust the numbers.

Salesforce Chatter collaboration

When integrated, the Salesforce Chatter feed is embedded directly inside Sage Intacct so you can collaborate within the context of related transactions in both platforms.

 

Focus on your business, not your integration

Our Salesforce integration solution is built and supported by Sage Intacct based on experience from working with hundreds of customers.

  • Configure your integration—no scripting or third-party services are necessary.
  • Set up users and security with ease.
  • Stay up to date with the latest Sage Intacct innovations with seamless upgrades.
  • Use with Salesforce Classic and Lightning.

Learn more about Salesforce integration with Sage Intacct

If you are interested in finding out more about levelling up with Sage Intacct Salesforce integration, 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

How data integration can improve financial management

How data integration can improve financial management

Article credit: Sage 

Organizations have long been in search of the Holy Grail of financial management: a single source of truth they can use for accurate reporting and budget planning. But the reality is that financial information is too often scattered among spreadsheets and other applications that don’t communicate with one another, making data management unwieldy and time-consuming.

Part of the challenge is the lack of a holistic approach to data management. Fewer than half of business and technology leaders have a clearly defined strategy, the Foundry Data and Analytics study found. A haphazard approach can lead to data silos that impede sharing and collaboration and create inconsistencies since information is formatted differently among applications and updates occur at different times. “Siloed data operate on different schedules, making processes like revenue recognition difficult,” says Scott Freedman, director of marketing for Sage Intacct.

In addition, financial leaders and teams who manually transfer information into spreadsheets and reports may make errors along the way. In the Foundry survey, leaders identified data quality problems as the No. 1 roadblock for organizations adopting data-driven initiatives.

Integrating financial data into a single cloud-based platform improves quality and accuracy and makes sharing information easier. Instead of individuals “owning” their own set of data, an integrated solution provides everyone with a common, updated, and accurate set of numbers to work with across the business.

Improving data accuracy can have a tangible impact on business performance. A recent Gartner study found that breaking down silos and sharing data boosts business outcomes. Gartner predicts that by 2023, organizations that promote data sharing will outperform their peers on most business metrics.

By shifting to Sage Intacct, a unified cloud solution for financial data, courier service Quicksilver Express reduced the time for doing its monthly close by 50%. Credit card and bank reconciliations are now done daily, reducing errors and eliminating a week’s worth of manual work. And overall accounting efficiency is up by 75%.

Family-owned investment firm Halstatt experienced similar benefits after switching to Sage Intacct. In the past, because valuation reporting took over 100 hours, the company only had time to do it annually. Now the process takes just a few hours and is done quarterly, giving executives a detailed view of asset value and costs throughout the year.

Data is projected to play a greater role in business strategy in the future, as leaders gain new insights from advanced analytics. Seventy-eight per cent of leaders expects information and analytics to fundamentally change the way they do business over the next three years, according to the Foundry study. The cloud, along with advanced capabilities enabled by AI and machine learning, will help companies get more proactive in mapping the best path forward.

“When you have an accurate view of what’s going on today, you can use AI and analytics to project that informationout and determine future needs and capacity,” Freedman explains. “That helps companies deal with unanticipated surges in demand, or make adjustments to marketing campaigns based on their performance. Connecting systems through consolidated reporting makes the whole business run more smoothly.”

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 project accounting software

Sage Intacct project accounting software

Sage Intacct project accounting software

Manage costs and revenue, keep projects on time, and maintain profitability with project accounting software to manage all your project financials.

R

Customize project accounting to fit the needs of your business.

R

Base new project bids on better data to improve profit margins.

R

Streamline project management and project billing processes.

R

Make it easy for your team to get information and provide great service.

Accounting built for your projects

Automate project accounting for your project-based business with accounting software for project management.

  • Get total visibility of costs, time, and expenses
  • Manage resources, billing – even revenue recognition
  • Generate deep insights that keep projects on track and help grow profits


International Living Future Institute
scales complex operations with true project accounts. Read the case study

On-track, on-time, on-target

Automate project management, time-tracking, full-featured costing and resource management, project billing, and revenue recognition.

  • Track expenses by projects, budget to actual, and more within projects
  • Identify unbilled R&D costs
  • Run billable services projects for clients

European Paving Designs managed 400% growth over 5 years while keeping finance overhead flat with Sage Intacct’s project accounting software. Read the case study

 

Smarter resource management

Find the right resource, with the right skills and availability to start projects fast and simplify project billing workflows across operations with project financial management software.

  • Easily identify who’s over-scheduled and who’s on the bench
  • Get accurate insight into team utilization and efficiency
  • Gain full visibility of which projects and client types are most profitable for you

Red Door Interactive reduced AP processing time by 83% and saved 55+ hours on monthly workflows and reporting by switching switched its financial system. Read the case study

Streamlined revenue recognition

Sage Intacct project management accounting improves financial accuracy by generating invoices in the right format, with the right terms, amounts, and data you need.

  • Generate invoices with a variety of fixed price and T&M methods
  • Separate revenue recognition from billing with ease
  • Automatically calculate and post based on milestones, schedules, or percentage completion

Clinical Trial and Consulting saved 30 hours per month managing the close during rapid expansion with Sage Intacct’s robust accounting capabilities. Read the case study

 

Better answers, better ideas

Sage Intacct keeps you up to date with role-specific reports and dashboards. Give clients and colleagues answers about current statuses, milestones, and invoicing, and generate insights on revenue, costs, per cent completion, budget to actual and utilization to improve profit margins.

RIVR Media relies on Sage Intacct to save $100,000 annually in reduced manual work and IT support. Read the case study

Learn more about Sage Intacct project accounting software

If you are interested in finding out more about how Sage Intacct project accounting software can streamline your workflow, 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

Unlock Value with the Keys to a Faster Close

Unlock Value with the Keys to a Faster Close

Article credit: Sage 

Are you under pressure to close your books faster? You’re not alone. An overwhelming 93% of respondents in our annual “Close the Books” survey revealed finance professionals are under pressure to close the books faster.

With today’s ever-changing business environment, companies need to be able to pivot and make proactive decisions based on the most up-to-date information. For the finance team, this often entails having to reforecast, re-think, analyze, and act on new data – on top of the traditional, and at times, the stressful task of closing the books. Juggling these new demands has created the need more than ever for a faster, more efficient way to close.

With this in mind, we created the 2022 Close the Books Survey to learn about the state of the close today and to translate the findings into practical strategies and best practices that can really help you achieve a faster and more accurate close. The survey results revealed there are 3 key strategies to achieving this:

Strategy #1: Automate your key accounting processes to save time and reduce month-end stress

No more late nights and working weekends. When you automate accounting processes, like reconciliations, it reduces the time needed for manual time-consuming tasks and tracking down errors at month end, plus it frees up time for the finance team to focus on analysis and higher-value activities.


Almost 70% of respondents “absolutely or strongly agree” that
automation saves time at month end.


Strategy #2: Leverage AI to increase the speed and accuracy of your close

No more waiting until the month end to make adjustments to get an accurate picture of your financial numbers. AI works 24×7. It continuously scans data to check for accuracy and alerts accounting teams to fix errors as they happen. And, because AI is purpose-built and embedded in accounting software, it has the ability to reconcile transactions in real-time, learn from data to generate valuable insights and monitor performance throughout the period.


“Sage Intacct’s GL outlier detection reviews our journal lines at a much deeper
level than we could review manually. It finds errors on the front end so we can fix
them before they get to internal and external users of our financials.

It helps us maintain accuracy and credibility.”

– Erin Horak, VP of Finance, VRC Investigations


Strategy #3: Invest to make your close processes more efficient

No more inefficient, outdated, and redundant close processes. To achieve a faster, more efficient close, you need to look at ways to streamline your close processes. To do this requires investing in any or all of these—technology, additional headcount or resource time to evaluate and improve close processes.


Organizations continue to invest in the close over the past year:
40% adopted new technology, 33% added more headcount and
29% automated key accounting processes.


Companies are recognizing the value of cloud-based accounting

Companies are continuing to move to cloud-based accounting solutions at an accelerated rate. This high adoption rate came as no surprise because cloud accounting software offers many benefits over spreadsheets and legacy on-premises systems, such as the ability to access data anytime, anywhere. This enables finance leaders and their teams to make actionable data-driven decisions based on real-time information. And, with built-in automation, embedded AI and seamless integration to other systems, companies of all sizes are achieving faster, and more accurate closes when moving to cloud accounting software.


In our survey, 87% of respondents have moved to cloud-based or
hybrid accounting solutions—a 50% increase from last year.


Sage Intacct helps organizations knock down barriers to execution with connected cloud accounting solutions. To learn more about practical strategies that can help you achieve a faster and more accurate close, and how your finance team can gain more time to analyze information and provide valuable insight, contact us.

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 Planning

Sage Intacct Planning

Sage Intacct Planning

An intuitive cloud planning solution that eliminates your reliance on uncontrolled, inflexible, unsecure spreadsheets and replaces them with a real-time single source of financial truth for agile and confident decision-making.

Learn how Aegis Project Controls improves efficiency and decision-making with Sage Intacct Planning.

• Reduced budget creation time by 25%

• Increased scope and depth of budget data 2x

 Improved decision-making capabilities for executives and managers

Read Case Study >

Software that makes planning easy and impactful

  • Save time, move fast
  • Always trust the numbers
  • See the whole financial picture
  • Collaborate in real-time

Turn your planning efforts into a strategic advantage the entire business can use to make better, faster, more informed decisions for growth.

You can start using Sage Intacct Planning in just a few hours to overcome planning and budgeting frustrations, put best practices to work, and free up time to focus on strategy and analysis.

It has all the capabilities you need for modern planning, budgeting, forecasting, what-if scenario modeling, reporting, and data visualization. And with spreadsheet-like formulas and intuitive pre-built functionality, it’s fast, easy, and affordable to get started.

End planning and budgeting spreadsheet nightmares once and for all

  • Easy to use
  • Quick to deploy
  • Secure & collaborative

Your business runs on plans, budgets, and forecasts. But they are spread across multiple spreadsheets and tabs, exist in different versions attached to untracked emails, and despite all your hard work they still fail to provide the clarity and insights needed to guide the organization forward.

Our cloud planning application automates the manual, time-consuming, error-prone work and lets you and your team focus on strategic planning and analysis that help the business grow and thrive. Sage Intacct Planning reduces budgeting and forecasting time and effort by 50%+ while enabling you to deliver financial insights faster and easier.

Learn how Oxford Collection eliminated 20 hours per week of manual budget work.

Read Case Study >

 

See how easy cloud-based Sage Intacct Planning is to use.

Watch Product Tour >

A complete solution for modern planning and budgeting

Self-discoverable – Quickly deploy and use across the business with an intuitive design and intelligent tools that are simple and straightforward to learn.

Connected – Ensure every plan and forecast uses current and accurate data. Sage Intacct Planning seamlessly integrates with Sage Intacct Core Financials or easily syncs your financial data & dimensions from any ERP.

Powerful – Make faster course corrections no matter how complex your business is with driver-based models, what-if scenarios, and rolling forecasts. Build and compare endless combinations so you can choose the right path with confidence.

Collaborative – Bring the business into the planning process with a single, secure solution that builds trust and accountability in decision-making. User-friendly tools make it easy to learn for both finance and operational users.

Sage Intacct accounting software products— #1 in customer satisfaction

We’ve earned the highest customer satisfaction in the industry from G2 since we focus on delivering an integrated accounting solution that puts your success first.

Read Report >

 

Learn more about Sage Intacct Budgeting and Planning

If you are interested in finding out more about how Sage Intacct Budgeting and Planning can streamline your workflow, 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

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!