Pivotal Insights for Sage Intacct
Budgeting and forecasting for Sage Intacct
Department budgets, approvals, reports and cash forecasts on your Sage Intacct general ledger, with unlimited users.
What comes over
- Connects through Intacct Web Services with a Web Services user
- Entities, accounts, departments and locations, reporting periods and GL activity with opening balances
The budget back to Sage Intacct
The approved budget comes back as a file for Intacct's budget import, mapped to its budget periods.
Good to know
- Entities report on their own and in consolidation
- Locations can be used as entities, as a dimension, or left out
What you get
- Department budgets in a grid managers already understand, with last year and this year's actuals beside them
- Submissions, approvals and send-backs, with notes on any cell
- Budget-versus-actual reports, dashboards and a 13-week cash forecast that update when the month closes
- Each manager's department results by email after close
- Workforce, revenue, capital and project plans that feed the budget
- Unlimited users at one price per company, set up by consultants who know Sage Intacct
Also connects to: Acumatica, Dynamics GP, Business Central, NetSuite, QuickBooks Online, Dynamics NAV. See every system.