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Sage Intacct Collaborate

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

Automation and productivity

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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 also join Salesforce Chatter 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.

Resources to help your business perform at its best

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

Brookfield Asset Management Case Study

Learn how Brookfield Asset Management Public Securities Group cut their monthly close process in half and improve A/P efficiency by 40%

2020 Buyers Guide to Accounting and Financial Software

Finance leaders balance increasing levels of business complexity with the need for speed. Is your accounting software helping your company grow or is it holding it back?

Next Generation Financial Consolidations

Learn why the traditional approach to consolidations no longer works and how automation can improve business insight and support faster growth. 

Interested in learning how Sage Intacct can help your business?