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Sage Intacct collaborate

Collaboration software puts everyone on the same page to improve communication and teamwork, and to expedite processes.

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Top Level View CFO Dashboard Assets 17,791K Revenue 687,401 Expenses 238,655 Net Income 435,118 Revenue and Expenses by Office Revenue Contribution by Office Property management +45,512 vs. prior month Residential Commercial Commercial Property Residential As of today All locations Company Share Karla Grace We see that a strong commercial section and modest growth in property management has more than offset the residential concerns. Bill Sooner Thanks for the update Comment Like Revenue and Expenses by Office Post File Link Snapshot

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Traction on Demand
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Collaborate to resolve non-routine issues as a team

A collaborative accounting system that speeds up non-routine transactions—such as clarifying policies, gathering missing information, or resolving exceptions—to keep your business on track.

Traction on Demand sped up invoicing by 60% with Sage Intacct. Read the case study

See a clearer picture of the issues

Communicate easily with your teams to help you quickly solve accounting issues.

  • Track multiple conversations in one place, raising awareness of the issue to all involved.
  • Work with one click—see all related messages in a single view.
  • Inform and stay informed by leaving notes on tasks and issues.

Sage Intacct Collaborate lets you have the conversation where it makes the most sense

Get rid of endless emails. Instead of communicating via email, communicate directly inside Sage Intacct.

  • Communicate about specific journal entries, accounts, projects, invoices, and more inside Sage Intacct.
  • For sales teams, these same conversations appear in Salesforce Sales Cloud.

Bring the whole team together with Sage Intacct Collaborate

Collaborative accounting software helps everyone work together more efficiently.

  • Improve communication and teamwork, and make data-driven decisions.
  • Salesforce finance employees can easily join the Salesforce Chatter network, right from within Sage Intacct.

All resources for collaborative accounting

Explore the latest research, guides, and webinars on accounting and finance.
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Integrating Salesforce CRM And Cloud Financials

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Corinne Hua

CEO, Traction On Demand

Our finance team has come a long way to become a strategic partner to the business, and Sage Intacct has been critical in that evolution.

Traction on Demand

Collaborative accounting software FAQs

Sage Intacct Collaborate is a secure, collaboration platform for accountants that integrates with Sage Intacct and SalesForce to give your team better communication tools so you can resolve issues faster within a record or transaction. Collaborate allows you to share all the information and conversations you need, in real-time. No more searching through e-mail history or waiting on responses. Everyone can stay on track, and the team's history is stored with the record so it's always there when you need it.

Salesforce has partnered with Sage Intacct to provide a complete view of every customer, streamlined accounting workflows, and a smarter quote-to-cash process for collaborative accounting. The powerful combination of Sage Intacct and Salesforce also creates productive communication between the department that makes the numbers and the department that manages them.

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Expert advice

Ready to learn more about what Sage Intacct can do for your business? We are, too. Our product experts are here to guide you every step of the way.

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