Are You Getting Enough From Sage Intacct?
If your team still relies on spreadsheets, repeats manual tasks, spends too much time preparing reports, or uses workarounds to get things done, you may have opportunities to improve how you use 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 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.
The assessment has 12 questions and should take about 5 minutes.
After you submit your assessment, I’ll review your responses to identify opportunities to improve how your Finance team uses Sage Intacct. You’ll receive a personalised summary of your results, including areas you may wish to explore further.
If you’d like more detailed recommendations, you can choose to proceed with a Sage Intacct Review. This is a separate, paid consulting service with no obligation to proceed.
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.
