Spring 2025 Sage Intacct User Group Live Webcast

Join other Sage Intacct software users at our upcoming 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.

Agenda:

1:00pm – 1:30pm ET: 2025 Release Updates

Sage continues to release exciting enhancements – and 2025 has had several so far! We’ll walkthrough some of the highlights of the latest releases.

1:30pm – 1:45pm ET: Imports

Importing data into Sage Intacct is quick and easy. See what types of data can be loaded and how it will improve efficiency in your existing data entry processes.

1:45pm – 2:05pm ET: Supplies Inventory 

Does your organization track the use of internal office supplies, facility supplies, or program-related supplies? Sage has developed a new module that will track these consumable expenses to provide a more accurate picture of your financial health.

2:05pm – 2:20pm ET: Order Entry/AR – Workflows, Custom Invoices, Revenue Recognition 

From start to finish, we’ll show examples of what your AR process could become in Sage. Beginning with an initial sales order, to creating a custom invoice, and then recognizing revenue; use Intacct to streamline your processes.

2:25pm – 2:45pm ET: Accounts Payable – Payment Methods, Prepaid Expense, Tip & Tricks 

Checks, EFTs, Credit Cards, and ACH withdrawals oh my. In addition to the traditional payment methods in Sage, we will demonstrate the prepaid expense module and show practical use cases.

2:45 – 3:00 – Break

3:00pm – 3:30 pm ET: DataBlend 

Discover how the seamless integration of DataBlend with Sage Intacct. DataBlend’s Vice President of Customer and Partner Experience, Zachary Griggs, will discuss the planning and execution of integrating Sage Intacct and HubSpot. He will demonstrate the functionality of the DataFlow Connector for Contracts and Order Entry modules and share valuable insights on best practices for seamless planning and implementation of this integration.

DataBlend can help with:

1. Seamless Integration: Easily connect Sage Intacct with nearly 100 critical business applications.
2. Customizable Workflows: Tailor data workflows to fit specific business needs.
3. Real-Time Data Updates: Keep financial data up to date across all connected systems, providing accurate and timely insights for better decision-making.
4. Enhanced Reporting: Integrate data from multiple sources into Sage Intacct, enabling more comprehensive and insightful financial reports.
5. Improved Data Accuracy: Eliminate manual data entry, reduce discrepancies and data silos by ensuring consistent and accurate data across all platforms.

3:35pm – 4:00pm ET: Ramp

Ramp is an all-in-one finance automation platform that combines a corporate charge card with powerful spend management tools to help businesses control costs, streamline expense reporting, automate bill payments, and integrate seamlessly with accounting systems like Sage Intacct and more.

With real-time spend insights, customizable controls, vendor and travel management, and a user-friendly mobile app, Ramp simplifies finance operations and drives smarter, more efficient spending.

4:05pm – 4:30pm ET: 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.

Learn how Martus can help:

• Create bottom-up, target-based budgets
• On-demand budget vs. actual reporting
• Personnel budgeting with allocations
• Forecasting & What-if Analysis