Where Is Your Finance Team Still Doing Things Manually?
A Finance system does not automatically remove every manual process.
Over time, spreadsheets and workarounds can develop around the system. Your team may enter the same information more than once, manually prepare data, spend time checking transactions or complete repetitive steps that could potentially be simplified.
The first step is understanding where your team is spending time today.
Start With the Finance Process
I don’t start by recommending automation simply because it is available.
We start with the process you want to improve.
What takes too much time?
Where is information entered manually?
Which spreadsheets are still needed?
Where does your team use workarounds?
Which tasks are repetitive?
Where are approvals, reporting or month-end processes taking longer than you would like?
We can then explore whether Sage Intacct functionality, automation or a process change may help.
Finance Processes We Can Explore
Depending on your organisation, we can look at areas such as:
- Accounts Payable
- Accounts Receivable
- purchasing and approvals
- month-end processes
- bank reconciliation
- data imports
- reporting and dashboards
- allocations
- grants and fund-related processes
- other Finance processes supported by Sage Intacct
The focus depends on the processes your organisation wants to improve.
Reduce Manual Work and Workarounds
If your team is using spreadsheets or manual steps outside Sage Intacct, we can look at why they are needed.
Sometimes an existing Sage Intacct feature may help.
In other situations, the process or configuration may need to change. Newer automation or AI capabilities may also be worth exploring.
The aim is to identify practical improvements that are relevant to your organisation rather than adding technology that your team does not need.
Explore Automation Opportunities
Automation may help reduce repetitive Finance tasks and allow your team to spend more time reviewing information and handling exceptions.
Depending on your processes, we can explore areas such as invoice processing, purchasing, approvals, data imports, transaction reviews, reporting and other repetitive Finance activities.
Not every process should be automated. We can look at where automation may be useful and where a simpler process improvement may be the better option.
Explore Newer Sage Intacct Capabilities
Sage Intacct continues to introduce new functionality, including AI and automation capabilities.
If your organisation implemented Sage Intacct several years ago, there may be newer capabilities that were not available when your system was originally implemented.
We can explore which newer features may be relevant to the Finance processes you want to improve.
Feature availability can vary depending on your Sage Intacct environment, region and release.
Improve How Your Team Uses Sage Intacct
Sometimes the opportunity is not a new feature or automation.
Your team may need help understanding how to use existing Sage Intacct functionality more effectively.
If training or user support needs become apparent while reviewing a process, these can be identified as part of the recommendations and addressed separately if required.
Not Sure Where to Start?
If you know your Finance team could be getting more from Sage Intacct but you are not sure what should be improved first, a Sage Intacct Review can provide a practical starting point.
The Review focuses on up to five priority Finance processes and identifies areas where manual work, spreadsheets, reporting, automation, Sage Intacct functionality or training may be worth exploring.
You receive prioritised recommendations and suggested next steps before deciding whether you want help implementing any of the improvements.
Sage Intacct Process Improvement Across Australia
Dynamic Zenergy is based in Sydney and provides remote Sage Intacct process improvement and automation consulting to organisations across Australia.
Talk to Me About Your Finance Processes
You don’t need to know which Sage Intacct feature or automation you need.
Tell me which Finance process is taking too much time, involves too much manual work or isn’t working as well as you would like.
We can start there and explore what may help.
