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Intacct Collaborate

Dashboards and reporting

Sage Intacct Collaborate

Sage Intacct collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.


Communication and cooperation


Stronger teamwork

Communicate faster and smarter to strengthen teamwork, expedite processes, and improve decision making.

Stay on top of open issues

Stay informed with one-click access to all related messages and the ability to leave notes, and have conversations, right inside Sage Intacct.

Keep the conversation flowing

Connect your back office and Salesforce front office (Salesforce customers only).

Collaborate to resolve non-routine issues as a team

Non-routine transactions, such as clarifying policies, gathering missing information, or resolving exceptions can slow down or derail critical financial processes. Sage Intacct Collaborate lets you handle them quickly, efficiently, and effectively to keep your business on track.

See a clearer picture of the issues

Collaborate helps speed up financial management processes–while keeping you firmly in control. In one click, you see all messages related to a particular issue, giving you the complete context from all participants as you work on the resolution. You don’t have to explain a situation multiple times–just leave a note.


Collaborate brings the whole team together

Collaborate puts everyone on the same page to improve communication and teamwork, expedite processes, and improve decision making. What’s more, Salesforce finance employees can also join Salesforce Chatter network from inside Sage Intacct.

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

Forget endless email threads. Instead, when issues arise, communicate right inside Sage Intacct to resolve specific journal entries, accounts, projects, invoices, purchase requisitions, and more. For Salesforce users, these same conversations appear in Salesforce Sales Cloud, so sales teams can participate using the system they’re most familiar with.



Gain valuable insights, reduce costs and grow your business faster with our guides.


Aligning Sales & Finance – Whitepaper

No more compromises. Sensible, efficient integration of financial management solutions and Salesforce is not only possible–it’s becoming a near-mandatory requirement for many. Leave behind spreadsheets, manual processes and delays by unifying. Find out more in this whitepaper.

Sage Intacct Collaborate

This datasheet explains the technical features behind this core part of this solution.

Meals on Wheels Case Study

This nonprofit is keeping pace with hight-growth demands.

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