Sage Intacct



Learn why growing, innovative companies are leveraging the cloud to meet their business needs and obtain their strategic objectives. We take a closer look at why successful business leaders are choosing Sage Intacct as their critical business management solution.

12:00 - 12:10 Introduction

12:10 - 12:30 Keynote: Sage Intacct Road Map

  Track 1 Track 2
12:35 - 1:00 Benefits of Moving to the Cloud

Tips & Tricks
New Features and things you may have forgotten.

1:05 - 1:30 Benefits of Cloud-Based Financial Management Systems

BTerrell SmartFX
1:30 - 1:40 Break
1:40 - 2:05 Sage Intacct Projects & Billings BTerrell SmartEFT
2:10 - 2:35 Sage Intacct Contracts Nectari Business Intelligence
2:40 - 2:50 Break
2:50 - 3:15 Sage Intacct Budgeting & Planning Integration with the BAASS Bridge

3:20 - 3:45 Sage Intacct Report Writer Integration - Salesforce & Sage CRM
3:50 - 4:00 Q & A - Closing Comments


*All agendas are subject to change. We will be finalizing the agendas by November 1, 2021

Additional Resources

If you’re like most other financial services organizations, you have a holding company and multiple entities. Management of the locations can be difficult if you’re using an on-premises solution for those entities, and even more difficult if you have multiple solutions in place for each entity. 

What if you could have one solution to manage every location and every business line with data at your fingertips?

Read the Sage Intacct success story: Tina Davies.

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