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ERP Contender Series
Acumatica vs. Sage Intacct: Which is Right for Your Business?
Housekeeping
• 60-minute presentation with Q&A
• 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
Some key items before we get started
Meet the
Speaker
Account Manager
BrainSell
Katie
Guyer
Meet the
Speaker
Account Executive
BrainSell
Frank
Cuccio
Agend
a
01 The State of ERP
02 Key Areas to Consider
03 Acumatica vs. Sage Intacct
04 Audience Q&A
Let's Take a Poll
Cloud ERP is a rapidly growing
market.
• Expected to reach $124 billion
in revenue by 2030
• 70% of companies use ERP,
53% are using Cloud ERP.
The ERP
Market
The Value of Cloud
ERP
1. Single Source of Truth
2. Visibility
3. Automation & Productivity
4. Cost Savings & Resource Optimization
5. Regulatory Compliance & Risk
Management
6. Increased Customer Satisfaction
7. Frequent Updates
Key Areas to Evaluate Right
Fit
 Current state
 Budget/Cost
 Objectives
 Integrations
 Relationship & workflow management
 Reporting capabilities
 Deployment
 Industry-specific requirements
 Ease of use
 Flexibility & ability to scale
 Upgrades & enhancements
 Automation & AI capabilities
ERP Contenders
Acumatica vs. Sage Intacct
Product Overview
Overview
Deployment • Acumatica SaaS
• Private Cloud
• Cloud/SaaS
CRM Capabilities • Acumatica CRM built-in • Integration to Salesforce
Reporting • Customized, real-time reports
• Role-based reporting
• Multiple reporting formats (HTML, PDF,
Excel, or Word)
• Customized, real-time reports
• Role-based reporting
• Multi-dimensional reporting
UX and System Management • Consistent UI across platform
• You own your data
• Separate Business User &
Employee User UI
Software Updates • Bi-annual • Quarterly
Data Storage
Small Business: SQL DB Storage
5GB/Media Storage 10GB
Advanced: SQL DB Storage
10GB/Media Storage 10GB
Enterprise: SQL DB
Storage 20GB/Media Storage 20GB
Starting at 15 GB/User
Integration Ecosystem
250+ Integrated Solutions 350+ Software Integrations
Dashboards
Reporting
Software Upgrades
AI Capabilities
• AP Bill Automation - Import PDF documents from files or
directly from email attachments and transform them into AP
documents.
• Intelligent Time - AI-powered time tracking software. Track
productivity, attendance, unplanned activities, and more.
Reconstruct the work week and recapture forgotten billable
time. Get accurate project costing to improve estimates of
future projects.
• Intelligent GL - GL anomaly detection scans thousands of
transactions to identify and flag anomalies for corrective
action, enabling a continuous audit.
• AP Document Recognition - Import PDF documents from
files or directly from email attachments and transform them
into AP documents.
• (Expense) Receipt Recognition - Cover tracking and
recording expenses automatically.
• GL Anomaly Detection - Reviews posted transactions and
surfaces potential mistakes. Validate dates on financial
forms, processes, and projects and reject dates that do not
match a financial period on the master calendar.
• Auto-Predict Text While Typing - As users enter information,
the AI-powered algorithm predicts text strings and allows for
auto-populating fields with a click. Over time, the system
improves in anticipating what the user intends to type.
Pricing
Overview
Platform Starting Price
$17,400/year (estimate for General Business –
Med. Size Company w/ up to 3,000 Monthly
Commercial Transactions)
$9,960/year (Core Financials + 1 Business User)
License Fees
No license fees, consumption-based pricing:
Essentials: (0-10 emp) $500-1,400/month
Select: (<50 emp) $1,700-3,300/month
Prime: (<100 emp) $2,100-4,200/month
Enterprise: (emp>200) $5,000-
8,600/month
Business User - $3,480/year
Employee User 10 Pack - $1,860/year
Additional Business Entities Included in package $840/entity/year
Fixed Assets $5,100 ($425/month) $6,840/year
*Cost truly depends on your business needs, who needs access to what, and what your monthly transactions are.
Right Fit/Wrong Fit
Right Fit Wrong Fit
Manufacturing, Construction,
Retail/Commerce, and Distribution
industries
Have a small budget
Need unlimited users and companies Non-Profit, Healthcare,
and Restaurant industries
You own your data! Access a fully
functional copy of your data at any
time.
Limited IT resources
Need a mobile app for employees on
the road or in warehouses
Only a few users
Looking for customizable solution
SMBs
Right Fit​ Wrong Fit​
​Non-Profit, Professional Services,
Restaurants/Hospitality, Healthcare,
SaaS, and Real Estate (commercial
leasing & property management)
industries
Lots of users who need access to the
system
True Cloud Solution Looking for highly customizable
solution
Reporting and Dashboards are
number 1 priority
Need an on-premise solution
Looking for a scalable solution Manufacturing and Distribution
industries
HIPAA Complient
Audience Q&A
Have questions? We have answers.
Special Offer
1. Review your current tech and processes
2. Identify opportunities to leverage automation and
data for optimization and scale
3. Document actionable next steps
ERP Optimization Audit
Or email us at
marketing@brainsell.com
with your availability.

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ERP Contender Series: Acumatica vs. Sage Intacct

  • 1. ERP Contender Series Acumatica vs. Sage Intacct: Which is Right for Your Business?
  • 2. Housekeeping • 60-minute presentation with Q&A • 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 Some key items before we get started
  • 5. Agend a 01 The State of ERP 02 Key Areas to Consider 03 Acumatica vs. Sage Intacct 04 Audience Q&A
  • 7. Cloud ERP is a rapidly growing market. • Expected to reach $124 billion in revenue by 2030 • 70% of companies use ERP, 53% are using Cloud ERP. The ERP Market
  • 8. The Value of Cloud ERP 1. Single Source of Truth 2. Visibility 3. Automation & Productivity 4. Cost Savings & Resource Optimization 5. Regulatory Compliance & Risk Management 6. Increased Customer Satisfaction 7. Frequent Updates
  • 9. Key Areas to Evaluate Right Fit  Current state  Budget/Cost  Objectives  Integrations  Relationship & workflow management  Reporting capabilities  Deployment  Industry-specific requirements  Ease of use  Flexibility & ability to scale  Upgrades & enhancements  Automation & AI capabilities
  • 11. Product Overview Overview Deployment • Acumatica SaaS • Private Cloud • Cloud/SaaS CRM Capabilities • Acumatica CRM built-in • Integration to Salesforce Reporting • Customized, real-time reports • Role-based reporting • Multiple reporting formats (HTML, PDF, Excel, or Word) • Customized, real-time reports • Role-based reporting • Multi-dimensional reporting UX and System Management • Consistent UI across platform • You own your data • Separate Business User & Employee User UI Software Updates • Bi-annual • Quarterly Data Storage Small Business: SQL DB Storage 5GB/Media Storage 10GB Advanced: SQL DB Storage 10GB/Media Storage 10GB Enterprise: SQL DB Storage 20GB/Media Storage 20GB Starting at 15 GB/User
  • 12. Integration Ecosystem 250+ Integrated Solutions 350+ Software Integrations
  • 16. AI Capabilities • AP Bill Automation - Import PDF documents from files or directly from email attachments and transform them into AP documents. • Intelligent Time - AI-powered time tracking software. Track productivity, attendance, unplanned activities, and more. Reconstruct the work week and recapture forgotten billable time. Get accurate project costing to improve estimates of future projects. • Intelligent GL - GL anomaly detection scans thousands of transactions to identify and flag anomalies for corrective action, enabling a continuous audit. • AP Document Recognition - Import PDF documents from files or directly from email attachments and transform them into AP documents. • (Expense) Receipt Recognition - Cover tracking and recording expenses automatically. • GL Anomaly Detection - Reviews posted transactions and surfaces potential mistakes. Validate dates on financial forms, processes, and projects and reject dates that do not match a financial period on the master calendar. • Auto-Predict Text While Typing - As users enter information, the AI-powered algorithm predicts text strings and allows for auto-populating fields with a click. Over time, the system improves in anticipating what the user intends to type.
  • 17. Pricing Overview Platform Starting Price $17,400/year (estimate for General Business – Med. Size Company w/ up to 3,000 Monthly Commercial Transactions) $9,960/year (Core Financials + 1 Business User) License Fees No license fees, consumption-based pricing: Essentials: (0-10 emp) $500-1,400/month Select: (<50 emp) $1,700-3,300/month Prime: (<100 emp) $2,100-4,200/month Enterprise: (emp>200) $5,000- 8,600/month Business User - $3,480/year Employee User 10 Pack - $1,860/year Additional Business Entities Included in package $840/entity/year Fixed Assets $5,100 ($425/month) $6,840/year *Cost truly depends on your business needs, who needs access to what, and what your monthly transactions are.
  • 18. Right Fit/Wrong Fit Right Fit Wrong Fit Manufacturing, Construction, Retail/Commerce, and Distribution industries Have a small budget Need unlimited users and companies Non-Profit, Healthcare, and Restaurant industries You own your data! Access a fully functional copy of your data at any time. Limited IT resources Need a mobile app for employees on the road or in warehouses Only a few users Looking for customizable solution SMBs Right Fit​ Wrong Fit​ ​Non-Profit, Professional Services, Restaurants/Hospitality, Healthcare, SaaS, and Real Estate (commercial leasing & property management) industries Lots of users who need access to the system True Cloud Solution Looking for highly customizable solution Reporting and Dashboards are number 1 priority Need an on-premise solution Looking for a scalable solution Manufacturing and Distribution industries HIPAA Complient
  • 19. Audience Q&A Have questions? We have answers.
  • 20. Special Offer 1. Review your current tech and processes 2. Identify opportunities to leverage automation and data for optimization and scale 3. Document actionable next steps ERP Optimization Audit Or email us at marketing@brainsell.com with your availability.

Editor's Notes

  1. Karstyn to intro event 
  2. Karstyn Housekeeping
  3. Katie
  4. Frank intro himself
  5. Karstyn to review agenda, launch 3 poll questions and then transition to Frank
  6. Which ERP are you using & how would you describe your relationship What ERP software are you using now? Sage 50 Sage 100/300 Microsoft Great Plains We don’t have an ERP Other How would you describe your relationship? (use similar answer to CRM webinar) What's most important in a cloud system?  Auto upgrades  Drill-down reporting  All in one solution
  7. Frank ERP market is huge, especially cloud ERP - $124B by 2030 (Software Connect) - it's at the heart of every growing business​​ If you’re not already using ERP, you should be considering it because the odds are your competitors have already adopted it – Cloud ERP specifically is the next big thing, if you're not on it, you are severely behind.  But with so many options, it can be hard to determine which platform is right for your business. And going with the popular or most well-known option isn’t always best – doesn’t ensure your objectives will be met. ​​ Think about this -- There are more than 620 ERP systems listed on G2 crowd but only 15% are rated above 3 stars. ​ ​ The Best ERP Systems for 2024 | Top Software List (g2.com)
  8. Katie Single Source of Truth - ERP systems store all company information in one place to prevent duplication and inconsistency in data quality.  Visibility - accountants can track all data on costs and profitability for each team, business unit, and location; customer-facing employees can retrieve details about orders, transactions, or inventory availability. Automation & Productivity - ERP systems can replace multiple types of software, add-ons, point solutions, spreadsheets, or office tools used by company departments. Cost Savings & Resource Optimization - unifying key aspects of business, ERP software becomes a smart way to cut costs while retaining your ROI. Regulatory Compliance & Risk Management - ERP systems comply with industry rules and regulations, local and federal laws, legal policies, and tax and compliance rules for any industry with a specific code of conduct. Increased Customer Satisfaction - ERP systems provide a bird’s-eye view into your business goals, processes, tasks, and deadlines, which helps you stay aware of the smallest details and work toward raising your customer satisfaction score. Frequent updates – cloud solutions provide multiple updates per year and make it simple for you to upgrade your software without the pain of people working after hours and you won't fall significantly behind in software versions. ​ The Best ERP Systems for 2024 | Top Software List (g2.com)
  9. Frank Most ERP systems have similar feature sets, but that doesn’t mean that any ERP system will be right for you, and it certainly doesn’t mean that all ERP systems are the same.  It is up to you to prioritize which areas are the most valuable to you and evaluate your ERP options based on that. ​​ ​​ Do not just prioritize these on your own – involve key stakeholders and users to identify your list. ​Mention our blueprinting offer here to help navigate this.​ ​​ Know the current state of your business​​ Establish a budget​​ Identify what you want to achieve with a new ERP system – what are your objectives​​ What other platforms do you need it to integrate with​​ What types of relationships and workflows are you trying to manage​​ What kind of reporting capabilities do you need – time aware?​​ Deployment – cloud vs. On-prem​​ Any industry-specific requirements needed​​ Ease of use​​ Flexibility and agility to scale with your business​​ How upgrades and enhancements handled​​ Automation & AI capabilities ​​
  10. Karstyn to transition
  11. ​Frank and Katie ​
  12. Frank and Katie
  13. Frank and Katie
  14. Frank and Katie Intacct – dimensions Acumatica – segments 
  15. Frank and Katie
  16. Frank and Katie
  17. Frank and Katie
  18. Frank and Katie Manufacturing, Construction, Distribution, and Commerce/Retail – A Non-Profit, Professional Services, Restaurants, Hospitality, Real Estate (commercial real estate leasing & property management) – SI  People & Process first then let’s talk about the tech​ ​
  19. Karstyn to monitor and facilitate SEED QUESTIONS What is the process and effort to migrate to a new ERP system?​ How much will implementation cost?​ I have an ERP – how do I know if it's time to move to a new solution​?
  20. Karstyn to wrap it up with offer