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Sage Intacct Collaborate

Dashboards and Reporting

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

Automation and productivity

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

Sage Intacct 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.

Sage Intacct 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 join also easily join the Salesforce Chatter network, right from within 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.

Learn more with resources

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

Customer video

Meals on Wheels—Keeping pace with high growth demands

Data sheet

Communicate more quickly, efficiently, and effectively with Sage Intacct Collaborate, a secure social layer embedded into your Sage Intacct cloud financial management solution

White paper

Integrating Salesforce CRM and Cloud Financials


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.

Corinne Hua, CFO

Traction on Demand

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