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Sage 300 vs. Sage
Intacct
Meet the
Team
Frank Cuccio
Sage 300 and Sage Intacct
Implementation Engineer
Kellyanne Bonds
ERP Account Executive
Housekeeping
• 25-minute presentation with 5-minute
Q&A at the end
• Type questions into the "question box"
to submit them throughout the
presentation
• We'll send a copy of the deck and
recording of the webinar in follow-up
emails after the event
Customer Case Study
Challenge:
• Disconnected systems with disparate and manual workflows impeded
productivity
• Financial reporting insights beyond basics were difficult or not
possible to produce
• On prem server not built for "work from anywhere" model
Industry: Higher Education
Solutions before Sage
Intacct:
• Sage 300
• Microsoft Excel Expensify
• A manual positive pay
process
Solutions after migration:
• Sage Intacct
• Expensify
• Bill.com
Solution:
• 25% reduction on time spent cutting checks
• Slashed days from report preparation
• Increased automation and flexible accessibility boosted overall
finance team efficiency, gaining capacity to scale
Sage 300 vs. Sage Intacct
Sage 300 Sage Intacct
On-premises solution that requires hosting and a Remote
Desktop connection to provide off-site access capabilities; upgrading
versions requires significant time investment
Born in the cloud, with a true multi-tenant architecture allowing
users access from anywhere; updates are released quarterly, are
applied automatically, and require no downtime or consulting services
Reporting is labor intensive and often needs re-formatting in Excel; batch-
based transaction posting creates a lag between transaction entry
and reporting
Dashboards and reports deliver instant visibility and eliminate the need for
Excel-based reports
Limited vertical focus; industry-specific activities are tracked manually
Deep vertical focus and automation of key industry processes,
eliminating the need for manual tracking
Limited marketplace add-ons
Best-in-class solution with deep core capabilities; additional functionality can
be added through the Sage Intacct Marketplace
Uses segmented general ledger accounts, resulting in a huge chart
of accounts as well as financial reporting challenges
Uses a modern, dimensional account structure which streamlines both
the chart of accounts and reporting
Multi-entity management needs an add-on for intercompany; consolidation is
done through reporting using Sage Intelligence or other external financial
reporting tool
Multiple entities share the same chart of accounts, customers, and
vendors; consolidations and eliminations can be automatic, providing
immediate visibility to consolidated results
Lacks ease-of-use functionality and makes collaboration difficult
Modern, intuitive system, including approval workflows, Collaborate (a
Salesforce Chatter tool) , and AI tools, such as GL Outlier Detection,
Bank Reconciliation Auto-Match, and Custom Smart Rules & Smart
Events
Sage 300 vs. Sage Intacct
Is there an
upgrade in your
future?
It could cost you
more to upgrade
than to move to a
better, more
modern, platform
Gain control of
your business
with:
Configurable
workflow
Posting rules
Superior audit
trail
Simplified chart
of accounts and
reporting
General ledger
becomes your
data warehouse
– no need for
external
reporting tools
Sage Intacct’s
entities work
together, not
separately
Dashboards
grant visibility
into subledger
and other
processes
Never pay to
upgrade again!
Spend your
upgrade dollars to
take you to a
better place
SI’s dimensional
accounting will
make your life
easer
No more data
silos
Thanks for attending!
Schedule your personal evaluation
today.
(866) 356-2654 sales@brainsell.com www.brainsell.com

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Sage 300 vs. Sage Intacct webinar slide deck

  • 1. Sage 300 vs. Sage Intacct
  • 2. Meet the Team Frank Cuccio Sage 300 and Sage Intacct Implementation Engineer Kellyanne Bonds ERP Account Executive
  • 3. Housekeeping • 25-minute presentation with 5-minute Q&A at the end • Type questions into the "question box" to submit them throughout the presentation • We'll send a copy of the deck and recording of the webinar in follow-up emails after the event
  • 4. Customer Case Study Challenge: • Disconnected systems with disparate and manual workflows impeded productivity • Financial reporting insights beyond basics were difficult or not possible to produce • On prem server not built for "work from anywhere" model Industry: Higher Education Solutions before Sage Intacct: • Sage 300 • Microsoft Excel Expensify • A manual positive pay process Solutions after migration: • Sage Intacct • Expensify • Bill.com Solution: • 25% reduction on time spent cutting checks • Slashed days from report preparation • Increased automation and flexible accessibility boosted overall finance team efficiency, gaining capacity to scale
  • 5. Sage 300 vs. Sage Intacct Sage 300 Sage Intacct On-premises solution that requires hosting and a Remote Desktop connection to provide off-site access capabilities; upgrading versions requires significant time investment Born in the cloud, with a true multi-tenant architecture allowing users access from anywhere; updates are released quarterly, are applied automatically, and require no downtime or consulting services Reporting is labor intensive and often needs re-formatting in Excel; batch- based transaction posting creates a lag between transaction entry and reporting Dashboards and reports deliver instant visibility and eliminate the need for Excel-based reports Limited vertical focus; industry-specific activities are tracked manually Deep vertical focus and automation of key industry processes, eliminating the need for manual tracking Limited marketplace add-ons Best-in-class solution with deep core capabilities; additional functionality can be added through the Sage Intacct Marketplace Uses segmented general ledger accounts, resulting in a huge chart of accounts as well as financial reporting challenges Uses a modern, dimensional account structure which streamlines both the chart of accounts and reporting Multi-entity management needs an add-on for intercompany; consolidation is done through reporting using Sage Intelligence or other external financial reporting tool Multiple entities share the same chart of accounts, customers, and vendors; consolidations and eliminations can be automatic, providing immediate visibility to consolidated results Lacks ease-of-use functionality and makes collaboration difficult Modern, intuitive system, including approval workflows, Collaborate (a Salesforce Chatter tool) , and AI tools, such as GL Outlier Detection, Bank Reconciliation Auto-Match, and Custom Smart Rules & Smart Events
  • 6. Sage 300 vs. Sage Intacct Is there an upgrade in your future? It could cost you more to upgrade than to move to a better, more modern, platform Gain control of your business with: Configurable workflow Posting rules Superior audit trail Simplified chart of accounts and reporting General ledger becomes your data warehouse – no need for external reporting tools Sage Intacct’s entities work together, not separately Dashboards grant visibility into subledger and other processes Never pay to upgrade again! Spend your upgrade dollars to take you to a better place SI’s dimensional accounting will make your life easer No more data silos
  • 7.
  • 8. Thanks for attending! Schedule your personal evaluation today. (866) 356-2654 sales@brainsell.com www.brainsell.com

Editor's Notes

  1. 1. How to export reports into excel? 2. How long does it take to migrate? 3. How do I get started migrating from Sage 300 to Intacct? 4. Does Sage Intacct have similar add-ons to Sage 300? 5. We heard that Sage Intacct doesn’t do batch processing, why is that and how do you keep tight control for audit purposes?
  2. Frank
  3. Frank
  4. Frank
  5. Frank
  6. Frank
  7. 1. How to export reports into excel? 2. How long does it take to migrate? 3. How do I get started migrating from Sage 300 to Intacct? 4. Does Sage Intacct have similar add-ons to Sage 300? 5. We heard that Sage Intacct doesn’t do batch processing, why is that and how do you keep tight control for audit purposes?