Sales and Finance Unified – No More Compromises

Sales and Finance Unified – No More Compromises


Sales and Finance Unified – No More Compromises

By Paul Johnson

The Salesforce-Sage Intacct connection that bridges the gap between sales and finance is worth talking about now more than ever.

If it seems that what started off as a few extra work-arounds has devolved into a flurry of extra steps that bottleneck productivity, read on. There are fast-to-implement solutions available for you.

In light of the ASC 606 and IFRS mandates, it’s time to do away with outdated, and inefficient systems to streamline your processes, and get your teams working in a more connected way to work smarter, not harder.

The Salesforce/Sage Intacct integrations bring in automation to unify your sales and finance teams that can streamline your sales pipeline from start to finish.


The road from quote to cash can be a long, and complex one. When Sage Intacct, a best-in-class cloud accounting solution links with Salesforce, a quote is converted to an order with just one click.

In SalesCloud, your teams can generate tasks, invoicing or even revenue recognition, and send information seamlessly into Sage Intacct for your finance teams’ immediate access, saving time and rekeying errors.

closeup of male hands working on sales and finance


When your company is working in disconnected systems, cascading errors and inconsistencies in your data can occur.

The integration between Salesforce and Sage Intacct in the cloud means all of your client’s data gets entered in once, for data accuracy and consistency throughout departments and systems.


Having sales and finance software systems that seamlessly communicate frees up everyone to do what they do best.

  • Your sales team can easily input just an open and close date to clarify revenue recognition for finance with only the data that sales reps need to see to do their end of the job.
  • In real time, your accounting gets the data they need on their end to match expenses to revenue, to be allocated in line with the new ASC 606 and IFRS 15 guidelines.

group of two businessmen and a businesswoman working on sales and finance


The Sage Intacct/Salesforce connection streamlines communication and synchronizes activities for meaningful collaboration and powerful project management.

  • Integration bridges the front and back office through contextual data with orders and unique client questions or invoicing situations.
  • The finance team can access Salesforce Chatter from Sage Intacct to resolve client financial issues, and can keep a close eye on actuals versus estimates to stay within project budget margins.
  • Sales can answer client questions quickly and directly with access to company data from wherever they work.

Why compromise accuracy and productivity with outdated and disconnected systems? The integrations technology linking Salesforce and Sage Intacct means you don’t have to.

If you’re ready to unify your teams toward greater success, give us a ring. We are here to help!

Critical Signs That You’ve Outgrown Your Financial Software

Critical Signs That You’ve Outgrown Your Financial Software


Critical Signs That You’ve Outgrown Your Financial Software

By Paul Johnson

Your company’s growing fast – and slammed with work. That’s considered a good problem, but at some point, keeping up with growth may start to keep you up at night, and your workers in the weeds.

Be on the lookout for these signs that your financials are due for a stronger solution.

1. Your teams are treading water to stay on top of everyday tasks.

Traditional legacy accounting systems don’t typically handle rapid growth easily.

That means your teams will have to apply more manual effort to add new entities and currencies, perform complex global consolidations, or manage new products.

Rapid growth companies need modern solutions that can switch gears as fast as the company does.

2.Compliance is a growing hurdle with the new regulatory guidelines.

Some modern businesses – especially SaaS – are still working from on-premises systems created before the new ASC 606 and IFRS 15 guidelines.

The work-arounds and retrofits they need to keep up, only creates massive headaches for everyone involved. If these companies don’t buckle under the weight of building work-arounds, they certainly will under the weight of the mountains of ongoing manual entry work.

A sustainable solution to the surmounting re-allocation work is to adopt a software solution that supports the new guidelines to streamline those tasks.

team working on computer with financial data

3. Your company software hasn’t been updated.

Some expanding businesses that already have too much to do, fear a system upgrade would take more time away from critical accounting tasks.

But companies that move to a cloud-based system like Sage Intacct get automatic updates and maintenance behind the scenes. In fact, 83% of customers report they decreased time spent on software management tasks when they switched to Sage Intacct.

4. You can’t fully track your business performance

Rapid-growth businesses need real-time visibility into business metrics as they change, to develop the strongest business growth strategies.

With traditional legacy systems, you often have to wait weeks for data, that once its delivered, already aging.

Companies that forecast with the cloud can see the latest, most current insights into their KPIs for strong growth strategy.

team working on computer with financial data

5. Your key software systems don’t connect.

On-premises and legacy systems often don’t integrate well with other software solutions, because they are location-based.

If your business is growing and your systems don’t integrate, your shared data is at risk for inaccuracies, and your teams are probably doing a lot more manual entry to shift data to other departments.

Sage Intacct offers features to streamline financial management for today’s businesses:

  • It integrates seamlessly well with many other best-in-class solutions to boost data accuracy and reduce time spent on manual labor.
  • The Dashboards feature showcases customizable metrics on one screen, with 24/7 real-time updates.
  • The first of its kind, designed to support ASC 606 and IFRS 15 compliance.
  • Streamlines growth tasks with one-click consolidations, automatic currency conversions, and fast multi-entity setups, to start.

Feeling the weight of your workload under outdated financial systems? We can help with that! Contact us to see how moving to a more modern system can scale with your growth.