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