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Automated financial management controls for compliance and growth

Control Insights compliance software provides a live view of the health of your financial control environment, assessing key control indicators and your financial operating model in a prioritised report.

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All Entity All Report High level overview Analysis overview Sage lntacct source data entities included Date range: to 601/01/202431/12/2024 Transactions analysed KCls in set Flagged transactions 2,836 30 706 Transactional analysis 6 11 12 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 6 11 12 6 12 11 6 12 11 4 13 12 14 12 6 9 14 5 12 12 7 15 7 6 14 9 5 12 12 15 11 100% 50% 0% Overall control environment health 5 High Total number of Key Control Indicators by status (full year data) KCls in status Risk of control issues 9 Medium 16 Low Control health summary by process The summaries below show the number of Key Control Indicators by status. 2 2 1 3 3 3 6 6 4 High High High KCls in status KCls in status KCls in status Risk of control issues Risk of control issues Risk of control issues Medium Medium Medium Low Low Low Purchasing Sales Reporting Overview Purchasing Sales Reporting

Strong internal controls for accuracy and trust

Data-based analysis of areas of risk and opportunity
Get direct access to PwC's financial controls experts 
Build resilience and facilitate finance maturity journey
Achieve your growth plans and tell a compelling story that shows your business value
All Entity All Report Purchasing 2 5 4 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2 5 4 5 5 3 4 4 5 5 6 5 4 6 2 5 4 2 6 3 2 5 4 3 4 4 6 4 100% 50% 0% Analysis overview Control health summary by process % of POs below threshold for approval (if it exists) % of POs (by count) within 10% of the threshold for no approval (if it exists) % of invoices which do not agree to the approved PO in terms of price % of invoices which do not agree to the approved PO in terms of quantity % of invoices which do not agree to the approved GRN in terms of price % of invoices which do not agree to the approved GRN in terms of quantity % of credit notes without an associated invoice % of credit notes where the amount is lower than the invoice amount % of vendor payments without associated invoice % of payments with a different amount than the invoice amount % of Manual invoices raised P01 P02 P04 P05 P06 P07 P08 P09 P10 P11 P12 Purchase order Purchase order Three way match Three way match Three way match Three way match Credit notes Credit notes Payments Payments General 0 0 0 0 0 0 0 0 0 0 0 7% 3% 5% 1% 1% 1% 1% 22% 6% 1% 4% 20 5 1 1 1 1 1 1 1 1 5 20 10 5 5 5 5 5 5 5 5 5 100 100 100 100 100 100 100 100 100 100100 Subprocess Ref Key Control Indicator Name Low Risk Moderate Risk High Risk Overview Purchasing Sales Reporting

Live dashboard view of the health of your financial controls

Be proactive in managing your finances. Use controls that can evolve with your business. Get actionable insights that help you decide what to do first.

  • Automated to adjust with your transactional data over time.

  • Build resilience and facilitate financial maturity.

  • Build and maintain reliable financial reporting. 

26 specifically designed Key Control Indicators (KCI) to assess risks

KCIs analyse data and configurations within your General Ledger, AP, AR, Purchasing and Order Entry.

  • Streamline audits and minimise disruption.
  • Get tailored reports from PwC controls experts.
  • Navigate compliance and regulatory risks with confidence.
All Entity All Report Purchase Order Approval subprocess KCIs POs below threshold for approval 20% This metric shows the percentage of Purchase Order spend that comes from POs below the threshold for approval - that is, the amount spent through POs that did not meet approval requirements per lntacct configuration. Linked controls: Trend Analysis Jan 2024 Mar 2024 May 2024 Jul 2024 Sep 2024 Nov 2024 20% 0% Green Threshold Weighted Avg: 20% P01 P02 Granular Data table P01 P01P01P01P01P01P01 KCI Invoice Test data 6 Invoice Test data 6 Invoice Test data 6 Invoice Test data 6 Invoice Test data 6 Invoice Test data 6 Invoice Test data 6 DOCHDRID 12 12 12 12 12 12 12 Quantity 32380 32380 32380 32380 32380 32380 32380 Record no 1000 1000 1000 1000 1000 1000 1000 Approval
limit PS_CONFIG_Robert PS_CONFIG_Robert PS_CONFIG_Robert PS_CONFIG_Robert PS_CONFIG_Robert PS_CONFIG_Robert PS_CONFIG_Robert Created by Sales Sales Sales Sales Sales Sales Sales Dpt. 
name 1 1 1 1 1 1 1 Expectation Service 2 Service 2 Service 2 Service 2 Service 2 Service 2 Service 2 Item name Holding Holding Holding Holding Holding Holding Holding Location
name 80 80 80 80 80 80 80 Price 960 960960960960960960 Total Hrs Hrs Hrs Hrs Hrs Hrs Hrs Unit Global Properties Inc. Global Properties Inc. Global Properties Inc. Global Properties Inc. Global Properties Inc. Global Properties Inc. Global Properties Inc. Vendor name Apr ‘24 May ‘24 Jun ‘24 Jul ‘24 Aug ‘24 Aug ‘24 Sept ‘24 Date Overview Purchasing Sales Reporting

Chris Mouradjallian

Financial Controller, Weston Energy

Sage Intacct has helped us dramatically simplify our accounting processes.

Frequently asked questions

Control Insights compliance and risk management software for Sage Intacct consists of two elements:

  1. A high-level finance operating model health check review, to make sure your finance team is set up for success.
  2. A transactional analysis, using 26 purpose-built key control indicators (KCIs) to identify trends and areas of potential risk to your control environment. The output is a tailored insights report as well as an interactive dashboard to help customers see the trends and risks. 

With Sage Intacct, Control Insights provides a solid financial and technical base for building a control environment that can evolve as the business matures and broadens its operating model. 

Control Insights financial compliance software can help companies that want to build a control system that can evolve at the same pace as their business. Control Insights can be especially helpful for: 

  • Customers who are growing rapidly and want to update their processes.
  • Lean/agile customers with flexible processes who want their controls to grow with them.
  • Customers who want to leverage the expertise of a Big 4 Firm for compliance.

Many compliance products are set when a company initially configures their compliance control software. As companies evolve and change their business operations their controls may not keep up, leading to inefficiencies and unforeseen risk. Control Insights software is designed to grow with you so you can maintain compliance health at any stage of your company's growth. It also offers you a tailored report with PwC's compliance expertise, so you can see the trends and risks specific to your business.

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