Dynamic Zenergy provides Sage Intacct consulting for not-for-profit organisations in Melbourne and across Australia, delivered remotely.
Whether you need help improving Finance processes, reporting, training, automation or the way your team uses Sage Intacct, we can start with what your organisation needs.
Sage Intacct Support for Not-for-Profit Finance Teams
Not-for-profit Finance teams often need to manage complex requirements while working with limited time and resources.
Your team may be managing:
- multiple entities
- funds, grants or projects
- different programs and locations
- dimensions
- budgets and reporting
- purchasing and approvals
- accounts payable
- month-end processes
- reporting for management and other stakeholders
I can help you review how Sage Intacct is being used and identify practical ways to make Finance processes easier for your team.
Get More From Your Sage Intacct System
You may already have Sage Intacct but feel you are not getting everything you expected from the system.
Perhaps your team is still:
- relying heavily on spreadsheets
- completing repetitive manual tasks
- exporting information for reporting
- using workarounds outside Sage Intacct
- spending too much time on Finance processes
- asking the same system questions
- unsure about newer Sage Intacct functionality
We can review these areas and explore practical improvements.
Sage Intacct Reporting for Not-for-Profit Organisations
Good reporting is particularly important when your organisation needs to understand financial performance across different entities, programs, projects, funds, locations or other dimensions.
I can help you review your Sage Intacct reporting requirements and explore ways to make better use of:
- financial reports
- management reports
- dashboards
- dimensions
- multi-entity reporting
- project and grant reporting
- different reporting views
- other reporting requirements relevant to your organisation
The starting point is understanding what information you need and how you currently produce it.
Improve Finance Processes and Reduce Manual Work
Your Sage Intacct system should help your Finance team work more efficiently.
We can review processes such as:
- accounts payable
- purchasing and approvals
- bank reconciliation
- prepaid expenses
- month-end activities
- data imports
- reporting
- workflows
- other manual Finance processes
We can identify where your team is spending too much time and explore whether Sage Intacct could support a simpler process.
Training and Support for Your Finance Team
Sometimes the system is working, but your team needs more confidence using it.
I can provide practical Sage Intacct training and support based on your team’s roles, processes and questions.
This may include helping new users get started, providing refresher training, answering questions or showing your team newer Sage Intacct functionality that may be relevant to their work.
Explore Sage Intacct AI and Automation
Sage Intacct continues to introduce new AI and automation capabilities.
Rather than starting with the technology, we can start with the Finance process you want to improve.
We can then explore whether Sage Intacct AI, automation or another feature could help reduce repetitive work, simplify the process or help your team focus more time on review and higher-value Finance activities.
Sage Intacct Consulting for Melbourne Not-for-Profits
Dynamic Zenergy provides remote Sage Intacct consulting to not-for-profit organisations in Melbourne, Victoria and across Australia.
You can get specialist Sage Intacct support without needing an onsite consultant.
Whether you have one specific Sage Intacct question or several Finance processes you would like to improve, we can start with what’s most important to your team.
What Would You Like to Improve in Sage Intacct?
Tell me what’s taking your Finance team too much time, which processes are difficult or what you would like to get more from in Sage Intacct.
We can discuss the problem first and then explore the Sage Intacct options that may help.