The document outlines the integration between Clarizen and Intacct, focusing on project and financial management functionalities. It highlights the benefits of user-centric integration for service and finance teams, emphasizing improved visibility, alignment, and productivity. Key features include automatic synchronization of project data, expense management, invoicing, and financial reporting.

1. Customer Name

2. Clarizen as a Solution
Planning &
Scheduling
Resource Budgeting
Management
Issue Time
Tracking & Expenses
Conversations
Bringing together Structured and Unstructured Data

3. Differentiators
Everything in the Cloud Clarizen as a Platform
• Robust project/portfolio management • Clarizen App Marketplace
• Conversations • Highly customizable
• Email • Published API
• Issue tracking • Partner integrations
• Time tracking • InterAct email engine
• Budget management
• Documents and attachments
Usability & Team Adoption Business Model
• High end user value • 30-day Free Trial
• High usability and adoption • Friction-free sales process
• Collaborative • Easy onboarding
• Generates real-time visibility at each • Pure SAAS model
user level • Price/Performance
• Visibility creates cycle of success

4. Clarizen as a Platform

5. Intacct – Clarizen Solution Overview
Business Process, User-Centric Integration
Advanced project & workforce Robust accounting platform to
mgmt. solution to manage the manage the financial
service execution process. implications of service delivery
User: Service Delivery User: Finance
• Project Management • Project Invoicing
• Resource Management • Expense Reimbursement
• Collections
• Resource Scheduling
• Revenue Recognition
• Task & Milestone Management • Procurement
• Tracking Project Time • Labor Costs
• Tracking Project EE Expenses • Financial Reporting

6. Intacct-Clarizen Integration - Highlights
Service Delivery Data Integration Financial Mgmt.
Manage & Intacct- Manage
Track Project Clarizen Project
Delivery Integration Financials
Clarizen system of record : Automatic synchronization of project
Intacct system of record :
• Projects data to enable accurate and timely
• Invoicing
• Tasks billing, labor cost posting, expense
• Reimbursing expenses
• Resources (Users) reimbursements and financial reporting
• Labor costs / posting to the GL
• Billable / Non-billable Hours • Clarizen project data, time, • Billing rates (optional)
• Billable / Non-billable expenses (new & updates) sent to
• Statistical journal entries
Expenses Intacct
• Project & financial records updated
• Financial Reporting
• Flat rate charges • Project Profitability
in Intacct
• Billing Rates (optional) • Customer and Employee Records
• Invoicing and Expense Status
• Project Budgets (TBD) Returned to Clarizen
• New projects or customers

7. Intacct-Clarizen Integration

8. Workflow for Timesheets
Timesheets
People/ Role
Service Delivery Finance / Accounting
Process
Time Clarizen Financial
Tracking Billing Reporting
Integration Posting
Enter Submit for Approved Export Operational
Clarizen
Timesheets Approval Timesheets Timesheets Reports
Timesheets Marked
As Invoiced
Financial and
Track Post to Managerial
Intacct
Billable? No Labor Costs Intacct GL Reports
Timesheet
Intacct
Yes
Invoice
Billable
Hours

9. Workflow for Expenses
Timesheets
People/ Role
Service Delivery Finance / Accounting
Process
Expense Clarizen Expense Financial Financial
Reporting Integration Mgmt. Posting Reporting
Enter Submit for Approved Export Operational
Clarizen
Expenses Approval Expenses Timesheets Reports
Expenses Reports
Marked As Invoiced
No No Financial and
Billable? Reimburse?
Post to Managerial
Expense
Intacct GL Reports
Reports
Intacct
Yes Yes
Invoice Reimburse
Billable Employee
Expenses

10. Intacct-Clarizen Integration - Key Benefits
• User-centric, business process focused
integration delivers ‘best in class’
functionality
− Service teams benefit from using Clarizen to
manage and track all aspects of service
delivery
− Finance teams benefit from using Intacct to
manage the financial aspects of service
delivery
• Visibility, alignment and consistency
between sales, service and finance
• Improved finance and service productivity

11. Intacct-Clarizen Integration Highlights
• Project data, time, expenses
(new & updates)
• Project & financial records
updated in Intacct
• Invoicing and Expense
Status Returned to
Clarizen
• New projects or customers
Clarizen system of record : Intacct system of record :
• Projects • Invoicing
• Tasks • Reimbursing expenses
• Resources (Users) • Labor costs / posting to the GL
• Billable / Non-billable Hours • Billing rates (optional)
• Billable / Non-billable Expenses • Statistical journal entries
• Flat rate charges • Financial Reporting
• Billing Rates (optional) • Project Profitability
• Project Budgets (TBD) • Customer and Employee Records
Automatic synchronization of Clarizen project data to Intacct for accurate and timely billing, labor cost posting,
expense reimbursement and financial reporting