The 5 Questions to Ask Your Controller
Today’s CFO needs to work closely with the controller to ensure that, one, the organization gets the full benefit of the controller’s talents and knowledge and, two, the controller’s office is operating at the highest levels of efficiency and accuracy. Learn about the five questions you should ask your controller to initiate a conversation around…
Sage Intacct Release 1 Highlight: Gain More Visibility, Efficiency, and Control in Your Daily Processes
This post was originally published on the Sage Intacct Blog We’re excited to announce the first new release of 2021. Release 1 is packed with a variety of new features, many of which came straight from customer suggestions. A key theme for this release revolves around improving daily processes by delivering more automation, control, and…
Is It Time to Modernize Financial Management for Your Company?
This post was originally published on the Sage Intacct Blog Having a strong financial system in place is always important. But in disruptive times, it becomes even more important. The pandemic crystalized what financial decision-makers had known for a long time: Outdated, clunky financials software can drag down the business in a world where decision-makers…
The Benefits of Digital Time & Expense Management
Policies are the “rules of the road” for running an efficient operation. From signs and traffic lights to speed limits, inspections, and cops, we need driving regulations to help us get to our destinations quickly and safely. Similarly, as team members in a work environment, we need structure to make sure we stay in our…
Financials Face-off: On-premise vs. Cloud
In today’s complicated business climate, you need the latest technology to stay competitive. With an increasing number of people working remotely, being able to close your financials, run reports, make decisions, and keep up with the myriad of changing regulations is paramount. Is your on-premise financial management software helping you grow and compete—or holding you…
Digging into Data to Deliver Better Services: American Marketing Association
In order to drive a better membership experience, AMA wanted to replace its legacy association management system, Personify, with new cloud-based CRM and content management systems (CMS). The move to an entirely cloud-based technology stack also created the need to replace Microsoft Dynamics Great Plains, an on-premise legacy accounting system used for nearly 20 years.
Is Mobile Bill Management Right for You?
4 Benefits of Managing Business Financials on Mobile In this high-tech, post-cash age, making payments on a mobile device is the new normal. But people aren’t just using their phones and tablets to purchase products or pay personal bills. They’re also using mobile devices to manage bills for their businesses. The popularity of mobile payments…
How AI Can Reduce Revenue Leakage for Professional Services
This post was originally published on the Sage Intacct Blog According to a recent publication from an IDC analyst, professional service organizations seem to hit a wall on profitability that is often short of their potential. This phenomenon is incredibly pervasive across the industry. The cause is nothing surprising. You can ask any finance leader and…
The Benefits of Integrated Budgeting & Planning
This post was originally published on the Sage Intacct Blog What does it take to successfully manage your business or nonprofit? How do you measure success? To answer these questions in the simplest form, you must have a plan, identify objectives to meet it, and identify metrics to measure progress toward your identified objectives. For…
The Top Five Limitations of QuickBooks
For many small and mid-sized businesses, Intuit QuickBooks is usually the first choice for financial software in the organization’s early days – and for good reasons. QuickBooks is well-known and very easy to use, and it offers the basic functionality that almost any business can use to get off the ground. Unfortunately, virtually every growing…