Accounting utilizing calculators and multiple spreadsheets is outdated. Too many risks can be involved including missed deadlines, calculation mistakes or plain human error. Automated accounting is the future, but sometimes it is difficult to know where to begin. Although automation may seem intimidating, it does not have to be. The complex nature of automated accounting software is a myth. There are many benefits to an organization, countless integration options and many ways to speed up accounting processes. We interviewed Lisa deLeon, The Senior Director of Finance here at CompuData, to break down the ease of automated accounting with Sage Intacct 

Key Features with Sage Intacct Automated Accounting Software 

When talking to Lisa about some of her favorite and most used features of Sage Intacct she talked about how great the visibility was within the program. Sage Intacct has a suite of modules that include Accounts Payable (AP), Cash Management, Accounts Receivable (AR), and the General Ledger (GL) and others. Sage Intacct has a seamless connection between the subledgers and the GL which allow users to have visibility easily and quickly to information at the GL level and drill through to get to the details to investigate anything that comes into question. Creating customizable views also enables distinct types of visibility to each individual user. A user can go from summary GL information or into the details on areas such as item master, vendor master and customer master in just a few clicks.  

“Sage Intacct automated accounting software has an extremely intuitive user interface. It is very responsive and easy to use and adapt to. One of my favorite things about it, is that there are no specific terms or technical knowledge needed when using it.” – Lisa deLeon, Director of Finance at CompuData 

Sage Intacct allows the user can run a report easily by clicking a few buttons instead of having to remember specific technical report codes. They are also able to create a customized dashboards or reports in minutes without having to go through a developer or IT resource. This allows users who have been provided access the ability to create dashboards on the fly to support their day-to-day work or for organizational use, making it extremely straightforward and simple to communicate throughout all levels of the company.  

Build a Best-in-Class Automated Accounting Platform with Integration Options 

Integration options are a big part of Lisa’s excitement towards Sage Intacct’s automated accounting platform. As a finance professional, she was doing a lot with taxes. When she discovered that Sage Intacct has an integration option with Avalara sales tax software, she knew this would save her countless hours.  In the past, Lisa was spending over 16 hours a month completing sales tax filling but after discovering Sage Intacct’s integration with Avalara, called AvaTax and Avalara Returns, that decreased to only one hour per month.  

“Avalara is like extra staff to me! I feel as though we hired sales tax staff, but we really just benefited from that integration.” – Lisa deLeon, Director of Finance at CompuData 

Sage Intacct’s integration with the Avalara offerings makes it easy for the user to complete tax collection, filings, and remittance all while having visibility and connectivity to other accounting processes in the Sage Intacct software platform. By having all this information in one place, automated accounting saves time and eliminates long, drawn out processes.  

A Brief Comparison of Automated Accounting Platforms 

Lisa has been a finance professional for over 30 years and has used and implemented many financial automation solutions. When comparing other automated accounting systems, Sage Intacct is by far easier to use while shortening accounting and finance process cycle time.  

“Many other accounting software companies will say that they are one, seamless platform but they are often modules that have been stitched together on the back end. That makes integrations complicated and creates extra time in the processes with having to support additional data loads between seamless modules. That also makes drill through and transparency challenging, and it can make reporting and business intelligence complicated; lack transparency. Sage Intacct’s dimensionality and truly seamless subledger integrations create an easy to use and holistic environment for recording, reporting and genuinely being able to drive the business” Lisa deLeon, Director of Finance at CompuData 

Sage Intacct is different because it is one seamless platform with each of the applications connected within the suite. It also offers expanded dimensionality so you can expand the details that you choose to post with your transactions which would, in turn, provide you with more robust reporting.  

No Special Expertise Required 

Lisa has worked in Sage Intacct for only 5 months, and she already feels like a professional. She credits this to the Sage Learning Center tutorials as well as the Sage Intacct consultants at CompuData. You can only learn so much from a tutorial, but by learning from product experts you can learn all the nuances and details needed for success within the software. You can also ask personal questions any time you need so you can learn the tips and tricks that work best for your organization.  

“Our folks who do the Sage Intacct implementations know Sage Intacct at a DNA level and they are incredibly talented. Our software consultants at CompuData have been instrumental in showing me all the nuances that have helped me go from “It has to be able to do this” to “Yes it sure does” – Lisa deLeon, Director of Finance at CompuData 

When implementing an automated accounting software, it is important to choose a partner who has a deep understanding of how the system works. Not only can they implement it properly but also teach you how to use it effectively for your organization. At CompuData we have numerous Sage certified consultants to bring the ease of automated accounting to your fingertips.  

CompuData is a proud partner of Sage Intacct and has helped our clients implement Sage products for over 30 years.​ Email us today to discover how Sage Intacct and CompuData can help you reap the benefits of automated accounting.  

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Author: Madison Liloia

Madison is a marketing professional who recently graduated from the Fox School of Business at Temple University. She joined Compudata in 2020 as the Marketing Coordinator, working directly with all departments of the company. She considers herself a lifelong learner and is passionate about helping others. Her background includes experience in technology and software solutions, mainly in the product marketing and communications field. She is a South Jersey native but now lives in Philadelphia and enjoys exploring the city, her favorite restaurant being Barcelona Wine Bar in East Passyunk.