Sage Intacct Collaborate

Intacct Collaborate
Connect people, accelerate processes

Dealing with non-routine transactions—clarifying policies, gathering missing information, resolving exceptions—can slow down or derail critical financial processes. Now you can handle them quickly, efficiently, and effectively with Sage Intacct Collaborate, a secure social layer embedded in your Intacct financial management system. It spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.

See the full context of the issues

Sage Intacct Collaborate helps you speed up and better control accounting processes. With a single click you can see all messages related to a particular issue—giving you the complete context, from all participants, right as you’re working on the resolution. And you shouldn’t ever have to explain a situation multiple times; just leave a note.

Have the conversation where it makes the most sense

Forget back and forth email threads. It’s better to communicate where there’s an issue, right inside Intacct—on specific journal entries, accounts, projects, invoices, purchase requisitions, and more. And for Salesforce users, these conversations can appear at the same time in Salesforce Sales Cloud, so sales teams can participate using the system they’re most familiar with.

Bring the whole team together

When everyone’s on the same page, your finance operation runs more smoothly. Sage Intacct Collaborate improves communication and teamwork, and expedites processes and decision making, across the company. Salesforce customers: your finance employees join your Salesforce Chatter network, which can be conveniently accessed directly from inside Intacct.

Key benefits
  • Communicate faster and smarter to strengthen teamwork, expedite processes, and improve decision making
  • Stay informed with one-click access to all related messages and the ability to leave notes, and have conversations, right inside Sage Intacct
  • Connect your back office and Salesforce front office (Salesforce customers only)
“As a multi-national organization, Intacct Collaborate is helping Canto accelerate decision-making, deliver better customer service, and move faster as an organization.”
Hans Schaedel