Why attend?

Still running month-end in spreadsheets? Chasing “Final_v9.xlsx” for sign-off? This session shows how Sage Intacct replaces the manual, error-prone parts of finance with automation, real-time reporting and AI.

Designed for growing, service-led and multi-entity organisations — professional services, PE-backed groups, SaaS/recurring revenue, not-for-profit — who’ve outgrown Sage 200, QuickBooks or “just Excel.”

What you’ll learn

1. Why spreadsheets break at scale
Where finance teams lose time - reconciliations, consolidations, AP approvals, and version control.

2. Reporting without Excel
Dashboards, drill-downs and dimensional reporting so everyone sees the same numbers.

3. Dimensions, not COA bloat
Tag once, report many ways - project, department, entity, customer.

4. AP automation
Capture → approve → post → pay; no more emailed approvals.

5. AI & co-pilot in Intacct
Let the system do the checks so finance can think.

6. Close visibility
Close checklists and multi-entity consolidation without rebuilding workbooks.

7. Q&A
Your chance to ask about your specific scenario.