Description
Join other Sage Intacct software users at our upcoming Fall 2026 Sage Intacct User Group Live Webcast. During this online educational webinar, we’ll provide helpful hints and tips, best practice advice, and updates on new and upcoming product features. We’ll also feature 3 of the most popular Sage Intacct add-on solutions.
>> Click Here To Reserve Your Seat Today! <<
Can’t attend live? No problem! Register anyway, and we’ll send you the recording.
Agenda:
- 1:00pm – 1:30pm ET: 2026 Release Updates- Sage continues to release exciting enhancements and 2026 has had several so far! We’ll walk through some of the highlights of the latest releases.
- 1:30pm – 1:50pm ET: User Security- Learn how to manage user access in Sage Intacct with confidence. We’ll review security roles, permissions, and best practices for protecting sensitive data while ensuring users have access to the tools they need.
- 1:50pm – 2 :10pm ET: Revenue Recognition & Prepaid Expenses- Discover how Sage Intacct automates the management of deferred revenue and prepaid expenses. This session will cover key workflows, automation options, and reporting tools that help improve accuracy and streamline month-end processes.
- 2:10pm – 2:35pm ET: Project Tracking & Reporting- Gain better visibility into project performance with Sage Intacct’s project tracking and reporting capabilities. We’ll explore how to monitor budgets, costs, profitability, and key metrics to make more informed business decisions.
- 2:35pm – 2:45pm ET: Sage Copilot- See how Sage Copilot brings AI-powered insights and assistance directly into Sage Intacct. Learn how Copilot can help identify trends, simplify tasks, and enhance productivity across your finance team.
- 2:45 – 3:00 – Break
- 3:00pm – 3:30 pm ET: Connected Excel Reporting for Sage Intacct with Velixo- From Export to Insight: Real-Time Sage Intacct Reporting in Excel. If your team still exports data out of Sage Intacct to build reports in Excel, this session is for you. Come see how Sage Intacct data can flow straight into Excel, live, so your reports update themselves and your budgets write straight back to Sage Intacct with a click.
- 3:35pm – 4:00pm ET: Ramp Spend Management & Finance Automation- Ramp is a unified finance operations platform that helps businesses simplify spending and reduce manual work across corporate cards, expenses, accounts payable, procurement, travel, and accounting workflows. Finance teams use Ramp to strengthen controls, automate invoice and expense processes, gain real-time visibility into spend, and streamline operations. For Sage Intacct customers, Ramp can support connected finance workflows that help teams improve coding, reconciliation, reporting, and day-to-day spend management.
- 4:05pm – 4:30pm ET: Build Better Budgets with Martus- Ditch complicated spreadsheets and files floating back and forth. Come see how a cloud-based budget solution can simplify the budget process, create transparency, and eliminate formula errors – all while reading real-time actual data when developing the budget.
Do you have questions? Contact Leeah Peters at 260.423.2414.