SAN JOSE, Calif. – May 18, 2016 – Intacct, a leading provider of cloud ERP software, today announced a customer adoption milestone for Intacct Collaborate, the secure social layer available within the Intacct financial management system. More than 10,000 users have adopted Intacct Collaborate, which empowers finance, sales, and services teams to streamline communications and cooperatively resolve issues with non-routine transactions that often slow down processes—such as clarifying policies, gathering missing information, or resolving exceptions.
Intacct Collaborate embeds Salesforce Chatter into Intacct to create a secure social layer across all finance processes and across devices through the Salesforce1 Mobile App. Instead of spawning separate and external email threads to resolve process issues, employees can now conduct conversations inside Intacct’s cloud financial management system, directly on specific records such as customers, projects, invoices, purchase requisitions, journal entries, and more.
Intacct was recently named a Salesforce Platinum ISV Partner. For more than 10 years, Intacct has partnered with Salesforce to offer customers a pre-built integration with Salesforce Sales Cloud to connect their primary front-office and back-office systems. For joint customers leveraging the Intacct-Salesforce integration, conversations in Intacct Collaborate appear simultaneously in both systems. This enables sales to collaborate from the system they spend the most time in, while finance has access to the conversations from the accounting system of record they work in.
“As a Salesforce Platinum ISV Partner, we are constantly looking at innovative ways to make our joint customers more efficient and productive,” said Intacct CTO, Aaron Harris. “For more than a decade, Intacct customers have used our tight integration with Salesforce to streamline processes and get the most out of their Intacct investments. Intacct Collaborate takes that connection to a whole new level by embedding Salesforce Chatter, empowering front-office and back-office teams to streamline communications and speed work execution.”
Customer Reaction to Intacct Collaborate
One of the early adopters of Intacct Collaborate was Preston Trail Community Church, a regional church based in Frisco, Texas. The value they see in Intacct Collaborate revolves around improving communication, increasing control, and better managing growth.
“We couldn’t wait to subscribe to Intacct Collaborate. As we grow and our organization becomes more complex, it is essential that our technology solutions expand to support our dynamic environment,” commented Tammy Bunting, CFO of Preston Trail Community Church. “We like that Collaborate allows users to comment at the transaction level, while maintaining the historical tracking requirements and permanent documentation we need for audit review. It also allows for tight controls and segregation of duties across our organization. Most importantly, Collaborate streamlines communication—bringing much needed automation and efficiency to the critical area of organizational coordination and conversation during our rapid growth.”
Emission Monitoring Service, a professional services firm that assists companies in meeting the environmental regulations of both state and federal agencies, has adopted Intacct Collaborate for employees across its finance, sales, and services teams.
“One of the things we like about Intacct Collaborate is that it transforms the interaction with our ERP software—making it less about just working with a computer and more about engaging with each other, within an application, for a common purpose,” said Israel Askew, CFO of Emission Monitoring Service. “The other benefit we wanted was to create notes around the work we are doing in collections for past-due invoices. Intacct Collaborate enables us to easily add notes to particular order entry transactions in closed periods. This eliminates the need to handle communication around these exceptions outside of our financial system.”
Intacct Collaborate is available as part of Intacct’s core financial management system and is free for all Intacct customers, including those that don’t currently use Salesforce applications.