Weekly Sage Intacct Product Tour
Thursdays at 10:00 AM PT

The Resource Group hosts a live product demonstration of Sage Intacct every Thursday.  These product demonstrations focus on the robust data visibility that a Dimensional Chart of Accounts can bring to an organization.  Webinar highlights include the following areas of Sage Intacct:

Sage Intacct CFO Dashboard
  • Dashboards & KPIs
    • Easy Customization with drill-down capability

  • Reporting
    • Multi-Entity & Multi-Currency

  • Dimensional Chart of Accounts
    • How this drives powerful reporting and visibility

  • Sage Intacct Collaborate
    • Conversations on transactions and/or master records in the system
    • Create groups by department, vendor, processes, etc.

  • Account Groups
    • Easily create structures of financial statements

  • Financial Report Writer
    • Powerful and intuitive tool to create and share your most important reports
Can't attend, but want to view the recording?  Register for the webinar and we will send you the recording after.

Sage Intacct Customer Webinar:  The Power of the Interactive Custom Report Writer

Tuesday, October 15 | 10:00 - 11:00 AM PDT
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ICRW is a modern, visual reporting tool that was built to increase the flexibility and agility required to improve business insights and day-to-day accounting operations. This new module for Sage Intacct users allows them to build custom reports quickly and easily with hierarchical field selection, drag-and-drop functionality, and automatic formatting and simple subtotaling. ICRW can also address more complex needs such as implementing rolling sums and aggregations and functionality that easily reorganizes and summarize data with pivot tables. 

At this webinar, you will see how ICRW: 

  • Brings powerful business intelligence capabilities to operational reporting 
  • Offers an easy-to-use WYSIWYG style editor 
  • Enables users to pivot and filter data 
  • Allows users to easily drag-n-drop columns and fields 
  • And much more!

Webinar: Single / Multi-Family Office & Cloud Accounting Software Webinar

Tuesday, October 29th | 9:30-10:00 AM PTFamily Office Accounting Software
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The right financial management system enables finance leaders to drive business in today’s changing environment. Family Office firms, like yours, need access to data faster. By analyzing data real-time across your different entities and locations, you’re able to track performance instantaneously.

Join us for our 30-minute webinar as we discuss "How to Improve Real-Time Financial Data Visibility Across Your Family Office”, which provides you the data you need to make not only fast decisions, but the right decisions based on real-time information.

Topics we will cover include:
  • Faster Close to Enable Real-Time Reporting in the Family Office
  • Aggregate Data from Disparate Sources to Improve Analysis
  • Implement Dashboard Reporting to Monitor the Financial Pulse of the Family Office

Sage Intacct Partner

View upcoming webinars hosted by Sage Intacct. 

For More Information

Toll Free: 844.287.4760 

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