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.

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.