Dynamic Zenergy provides independent Sage Intacct consulting for not-for-profit organisations. I can help you review how you are using Sage Intacct, improve Finance processes, reduce unnecessary manual work and help your team make better use of the system.
Consulting is provided remotely to not-for-profit organisations across Australia.
Get More From Sage Intacct in Your Not-for-Profit Organisation
Your organisation may already use Sage Intacct but still have Finance processes that take more time than they should.
You may be using spreadsheets alongside Sage Intacct, manually preparing information for reporting, working around processes that don’t quite meet your needs or trying to understand whether newer Sage Intacct features could help.
We can start with what your Finance team is trying to improve and look at how Sage Intacct may be able to support it.
Improve Your Finance Processes
Implementing Sage Intacct doesn’t automatically mean every Finance process is working as well as it could.
I can work with your Finance team to understand your current process, identify where manual steps or workarounds are being used and explore practical improvements.
This may include accounts payable, purchasing, month-end processes, reporting, data imports, approvals and other Finance processes relevant to your organisation.
Reporting for Programs, Grants, Funds and More
Not-for-profit organisations often need financial information for different purposes and different stakeholders.
Depending on how your Sage Intacct environment is configured, dimensions can help you analyse information across areas such as programs, grants, funds, departments, projects or locations.
I can help you review your reporting requirements and explore how Sage Intacct reports and dashboards could make useful financial information easier to access and review.
Reduce Manual Work and Spreadsheets
If your Finance team is regularly exporting information, preparing spreadsheets or completing repetitive manual steps, we can look at why those steps are needed.
There may be opportunities to improve the Sage Intacct process, reporting, automation or system setup.
Some spreadsheet use may still be appropriate. The aim is to identify where Sage Intacct could make the process easier rather than removing spreadsheets simply for the sake of it.
Explore Sage Intacct AI and Automation
Sage Intacct continues to introduce AI and automation capabilities that may help Finance teams reduce repetitive tasks and focus more attention on reviewing information.
We can start with the Finance process you want to improve and explore whether relevant Sage Intacct AI, automation or existing functionality could help.
The capabilities available to your organisation can depend on your Sage Intacct environment, region and release.
Help Your Finance Team Use Sage Intacct With Confidence
Sometimes the system is working, but users need help understanding how to complete a process, use a feature or find the information they need.
I can provide practical Sage Intacct training and support based on how your team uses the system.
The focus is on helping your Finance team understand what they are doing and feel more confident using Sage Intacct in their day-to-day roles.
Start With What Your Finance Team Wants to Improve
You don’t need to know which Sage Intacct feature or solution you need before contacting me.
Start with the problem.
What is taking too much time?
Where is your team still doing manual work?
Which spreadsheets or workarounds are still needed?
What reporting or Finance process would you like to make easier?
We can then explore what may be possible in Sage Intacct.
Sage Intacct Consulting for Not-for-Profit Organisations Across Australia
Dynamic Zenergy is based in Sydney and provides remote Sage Intacct consulting to not-for-profit organisations across Australia.
Whether you recently implemented Sage Intacct or have been using it for several years, I can help you review how the system is being used and identify practical ways to get more from it.
Talk to Me About Sage Intacct
If there is a Sage Intacct process, reporting requirement or system question your Finance team would like help with, book a consultation.
We can start with what isn’t working as well as you would like and explore what Sage Intacct may be able to do.
