Are You Getting Enough From Sage Intacct?
Your Finance team may be using Sage Intacct every day. But are you getting as much value from the system as you could be?
If your team still relies on spreadsheets, repeats manual tasks, spends too much time preparing reports or uses workarounds to get things done, there may be opportunities to improve how you’re using Sage Intacct.
The free Sage Intacct Finance Systems Assessment gives you a simple way to step back and look at how your Finance team is currently working.
What Does the Assessment Cover?
The assessment looks at five practical areas:
- Reporting & Visibility
- Process Automation
- Close & Month-End
- Data, Imports & Banking
- Training & Adoption
You’ll answer 12 short questions about how your Finance team currently uses Sage Intacct.
It takes around 5 minutes to complete.
What Can You Learn?
Your responses can help identify areas that may be worth looking at more closely.
You may discover opportunities to:
- reduce unnecessary manual work
- rely less on spreadsheets and workarounds
- improve reporting processes
- make month-end processes more efficient
- improve recurring data, import, banking and reconciliation processes
- identify where additional Sage Intacct training or process guidance may help
Take the Free Assessment
Complete the Sage Intacct Finance Systems Assessment below.
There are 12 questions and it should take around 5 minutes.
What Happens Next?
Your assessment is a high-level starting point.
If it identifies areas you would like to explore in more detail, you can choose to take the next step with a Sage Intacct Review.
The Sage Intacct Review is a separate fixed-scope consulting service designed to look more closely at your priorities and identify practical opportunities and next steps.
There is no obligation to proceed with a Sage Intacct Review after completing the free assessment.
Independent Sage Intacct Consulting
Dynamic Zenergy provides independent Sage Intacct consulting and advisory services. Dynamic Zenergy is not a Sage Intacct Partner.
Sage Intacct is a trademark of Sage. The Sage Intacct Finance Systems Assessment is an independent self-assessment and is not an official Sage product, service, certification or technical audit.
Areas We Serve
Frequently Asked Questions
How long does the assessment take?
Around 5 minutes. The assessment contains 12 questions across five areas of Sage Intacct use and Finance processes.
Who is the assessment for?
It is designed for Finance Managers, Heads of Finance, CFOs and Finance teams using Sage Intacct who want to identify areas that may be worth improving.
Is the assessment free?
Yes. The Sage Intacct Finance Systems Assessment is free to complete.
Is this a technical Sage Intacct audit?
No. This is a high-level self-assessment designed to help you look at how your Finance team is currently using Sage Intacct. It is not a technical audit or detailed review of your Sage Intacct environment.
Do I need to be an existing Dynamic Zenergy client?
No. You can complete the free assessment whether or not you have previously worked with Dynamic Zenergy.
What can I do after completing the assessment?
If you identify areas you would like to explore in more detail, you can learn more about the Sage Intacct Review. This is a separate fixed-scope consulting service designed to look more closely at your priorities and practical next steps.
