{"id":27498,"date":"2025-01-14T09:39:35","date_gmt":"2025-01-14T14:39:35","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=27498"},"modified":"2025-04-01T22:20:51","modified_gmt":"2025-04-02T02:20:51","slug":"onestream-launches-ipo-sage-intacct","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/onestream-launches-ipo-sage-intacct\/","title":{"rendered":"OneStream launches IPO with the help of Sage Intacct"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/category\/growth-customers\/\" class=\"entry-header__link\">Growth &amp; Customers<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\tOneStream launches IPO with the help of Sage Intacct\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \">Published <time class=\"entry-date published\" datetime=\"2025-01-14T09:39:35-05:00\">January 14, 2025<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"OneStream launches IPO with the help of Sage Intacct\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/onestream-launches-ipo-sage-intacct\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n\t<\/header>\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-us\/blog\/author\/david-appel\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/07\/David-Appel-headshot-2023-1.jpg\" class=\"entry-author__image\" alt=\"David headshot\" \/>\t\t\t\t<span class=\"entry-author__name\">David Appel<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<p>OneStream, a comprehensive cloud-based platform to modernize the office of the CFO, launched their IPO in July with the help of Sage Intacct.<\/p>\n\n\n\n<p>Here, we\u2019ll be looking at how Sage Intacct supported&nbsp;<a href=\"https:\/\/www.onestream.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">OneStream<\/a> to grow their CMRR by 800% in four years, overcome their manual accounting struggles, and position themselves for success as a public company.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-here-s-what-we-ll-cover\">Here&#8217;s what we&#8217;ll cover<\/h3>\n\n\n<?xml encoding=\"utf-8\" ?><div class=\"wp-block-yoast-seo-table-of-contents yoast-table-of-contents\"><ul><li><a href=\"#h-inhibitors-to-scale-stuck-in-manual-mode-with-quickbooks\" data-level=\"2\">Inhibitors to scale: Stuck in manual mode with QuickBooks<\/a><\/li><li><a href=\"#h-why-did-onestream-upgrade-their-finance-tech-stack\" data-level=\"2\">Why did OneStream upgrade their finance tech stack?<\/a><\/li><li><a href=\"#h-why-onestream-chose-sage-intacct\" data-level=\"2\">Why OneStream chose Sage Intacct<\/a><\/li><li><a href=\"#h-onestream-s-big-wins-after-switching-to-sage-intacct\" data-level=\"2\">OneStream&rsquo;s big wins after switching to Sage Intacct<\/a><\/li><li><a href=\"#h-final-thoughts\" data-level=\"2\">Final thoughts<\/a><\/li><\/ul><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-inhibitors-to-scale-stuck-in-manual-mode-with-quickbooks\"><strong>Inhibitors to scale: Stuck in manual mode with QuickBooks<\/strong><\/h2>\n\n\n\n<p>Before switching to Sage Intacct, OneStream faced several significant challenges and sought an ERP that would help the team scale and prepare&nbsp;for future growth.<\/p>\n\n\n\n<p>Initially, they were using a&nbsp;small business accounting system&nbsp;that was suitable for the company\u2019s early stages but couldn&#8217;t keep up with their rapidly expanding needs.<\/p>\n\n\n\n<p>Because the prior accounting system relied heavily on manual processes, OneStream struggled with:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>billing inefficiencies and manual reconciliation processes&nbsp;<\/li>\n\n\n\n<li>the hassle of dealing with manual rev rec spreadsheets<\/li>\n\n\n\n<li>being limited to manual worksheets for scaling.<\/li>\n<\/ul>\n\n\n\n<p>Clearly, something had to change for OneStream to achieve its goal to scale their&nbsp;transactional accounting processes.<\/p>\n\n\n\n<p>Today, the company has more than 1,500 customers, 1,400 employees, and 250 go-to-market, implementation, and development partners.<\/p>\n\n\n\n<p>They are now executing their vision to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy.<\/p>\n\n\n\n<p>How did they get from point A to point B? <\/p>\n\n\n\n<p>They embraced automation and upgraded their transactional accounting suite.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-did-onestream-upgrade-their-finance-tech-stack\"><strong>Why did OneStream upgrade their finance tech stack?<\/strong><\/h2>\n\n\n\n<p>As OneStream found product-market fit and wanted to scale their sales velocity and GTM motion, the finance team aimed to support the growth of the company, the requirements to invoice, manage multi-entity accounting requirements and manage accounting processes in the previous accounting system required a lot of manual processing, support files and review procedures to ensure accuracy.<\/p>\n\n\n\n<p>This was not scalable for the company or valuable work for the business.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-their-primary-finance-workflows-were-too-manual\"><strong>1. Their primary finance workflows were too manual<\/strong><\/h3>\n\n\n\n<p>Prior to upgrading to Sage Intacct, OneStream\u2019s recurring billing, revenue recognition, and close processes&nbsp;required a lot of manual processing.<\/p>\n\n\n\n<p>This high level of manual effort resulted in inefficiencies.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-the-lack-of-process-automation-led-to-scalability-issues\"><strong>2. The lack of process automation led to scalability issues<\/strong><\/h3>\n\n\n\n<p>As OneStream grew, the prior accounting was not ideal to handle the increased volume of transactions and complexity.<\/p>\n\n\n\n<p>This created complexity with different revenue recognition models and made international close processes difficult as they continued to expand. <\/p>\n\n\n\n<p>As OneStream pursued automation via tactical additions to their tech stack, they discovered another problem.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-lack-of-integration-presented-strategic-difficulties\"><strong>3. Lack of integration presented strategic difficulties<\/strong><\/h3>\n\n\n\n<p>Integration capabilities with supplemental marketplace applications required manual record keeping. <\/p>\n\n\n\n<p>This meant OneStream had a hard time streamlining operations for efficiency and consolidating data across the company\u2019s various departments and systems.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-onestream-chose-sage-intacct\"><strong>Why OneStream chose Sage Intacct<\/strong><\/h2>\n\n\n\n<p>Eventually, OneStream recognized the limits of the prior accounting software and the need for a more robust solution to support their recent growth.<\/p>\n\n\n\n<p>They needed a truly flexible accounting tool that could help them reach their goal and requirements to scale.<\/p>\n\n\n\n<p>After a careful assessment of the different options on the market, OneStream\u2019s finance team chose Sage Intacct.<\/p>\n\n\n\n<p>This important decision was driven by several key factors that are common among market-leading technology companies.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-they-anticipated-growth-in-customers-and-employees\"><strong>They anticipated growth in customers and employees<\/strong><\/h4>\n\n\n\n<p>This meant that OneStream required an accounting system that could grow with them, meeting their scalability needs in billing transactions, billing models, expenses, and payables.<\/p>\n\n\n\n<p>Sage Intacct\u2019s ability to seamlessly scale with OneStream\u2019s growth was a major draw.<\/p>\n\n\n\n<p>It gave the company a way to handle the increasing volume and complexity of its transactions and operations.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-they-hoped-to-automate-recurring-billing-and-revenue-recognition\"><strong>They hoped to automate recurring billing and revenue recognition<\/strong><\/h4>\n\n\n\n<p>OneStream\u2019s billing and revenue recognition needs were multifaceted.<\/p>\n\n\n\n<p>The company had a multi-product billing model which required heavy manual efforts and review as well as high volumes while accompanying professional services billing.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a36455eac8ed&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a36455eac8ed\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"478\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/01\/Image-1.png\" alt=\"A dashboard titled Revenue Recognition displays booked revenue of 283,643 and projected revenue of 848,875. A bar chart shows monthly revenue by stream, and a table outlines details of licenses and subscription packages.\" class=\"wp-image-27501\"\/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>Sage Intacct\u2019s contract recurring billing module gave them a way to handle all of these billing models.<\/p>\n\n\n\n<p>With corresponding MEA revenue recognition across <a href=\"https:\/\/www.sage.com\/en-us\/blog\/why-is-revenue-recognition-important-and-how-to-automate-it\/\" target=\"_blank\" rel=\"noreferrer noopener\">ASC 606 and IFRS 15<\/a>, the software enabled OneStream to semi-automate billing and compliance.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-anticipating-international-expansion-they-needed-multi-entity-and-multi-currency-consolidation\"><strong>Anticipating international expansion, they needed multi-entity and multi-currency consolidation<\/strong><\/h4>\n\n\n\n<p>Sage Intacct\u2019s ability to add new entities, whether from multi-country growth or acquisitions, made it a natural choice for OneStream.<\/p>\n\n\n\n<p>The software allowed them to rapidly and successfully grow into new markets.<\/p>\n\n\n\n<p>Further, Sage\u2019s <a href=\"https:\/\/www.sage.com\/en-us\/products\/sage-fixed-assets\/?utm_source=GOOGLE&amp;utm_medium=paidsearch&amp;utm_campaign=US%7CGoogle%7CMedium%7CBrand_SFA\/General(tCPA-B)NA_MEDSATS_&amp;utm_content=Brand_SFA\/General(B)Brand\/Medium&amp;utm_term=sage+fixed+asset&amp;gad_source=1&amp;gclid=Cj0KCQiA0--6BhCBARIsADYqyL-39C5FE4Bh2ubj-YrRoljaoh0YzXKr5O1mp1fv2J92uhO1Vp4pkp8aAuAzEALw_wcB&amp;gclsrc=aw.ds\" target=\"_blank\" rel=\"noreferrer noopener\">Fixed Assets<\/a> solution was implemented to&nbsp;help them track the value of their fixed assets and maximize tax savings as they grew into a worldwide business.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-onestream-banking-integration\"><strong>OneStream banking integration<\/strong><\/h4>\n\n\n\n<p>As the company continued to grow, cash and banking management and integration was&nbsp;important.<\/p>\n\n\n\n<p>The ability to integrate directly with the banking platform to review payments, perform cash reconciliations and perform reporting was very important<\/p>\n\n\n\n<p><strong>They wanted to simplify the close and reduce data delays for reports and forecasts.<\/strong><\/p>\n\n\n\n<p>OneStream knew they needed a scalable transactional reporting <a href=\"https:\/\/www.sage.com\/en-us\/erp\/\">ERP<\/a>&nbsp;that could:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>centralize the financial close ledgers and subledgers<\/li>\n\n\n\n<li>integrate with other SaaS products<\/li>\n\n\n\n<li>ensure a consistent and accurate close.<\/li>\n<\/ul>\n\n\n\n<p>Sage Intacct gave them the transactional tool they were looking for.<\/p>\n\n\n\n<p>Sage\u2019s strong product partnerships supplied ease of integration with OneStream\u2019s own product for planning, forecasting and analysis and consolidation, as well as JPM Access, Kimble PSA, Salesforce, Coupa, and Tesorio.<\/p>\n\n\n\n<p>The company finally had a system that scaled for the transactional volume for it\u2019s sub-ledgers, ledgers and integrated toolsets for all its financial data, as well as its ability to integrate with OneStream to enable real-time forecasting and reporting.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-onestream-s-big-wins-after-switching-to-sage-intacct\"><strong>OneStream\u2019s big wins after switching to Sage Intacct<\/strong><\/h2>\n\n\n\n<p>With their newly improved tech stack, the finance team was able to scale to support that market traction and GTM acceleration \u2014 driving to, and through, their goal to become a public company.<\/p>\n\n\n\n<p>Pam McIntyre, OneStream\u2019s Corporate Controller and Senior Vice President of Finance, shares that the finance team achieved significant milestones that have propelled the organization\u2019s growth and efficiency:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ipo-nbsp\"><strong>IPO&nbsp;<\/strong><\/h3>\n\n\n\n<p>Pam says, \u201cSage Intacct gave us the robust financial transactional tools and compliance tools and integration capabilities we needed to prepare for&nbsp;our growth and becoming a public company.\u201d<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-reduced-c-lose-t-ime\"><strong>Reduced <\/strong><strong>c<\/strong><strong>lose <\/strong><strong>t<\/strong><strong>ime<\/strong><\/h3>\n\n\n\n<p>The company cut its financial close time from 15+ days to just 5 days, complementing the process with OneStream\u2019s <a href=\"https:\/\/www.onestream.com\/solutions\/financial-close-and-consolidation\/\" target=\"_blank\" rel=\"noreferrer noopener\">Financial Close solution<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-customer-g-rowth-nbsp\"><strong>Customer <\/strong><strong>g<\/strong><strong>rowth<\/strong>&nbsp;<\/h3>\n\n\n\n<p>OneStream expanded its customer base from approximately 500 to more than1500 customers. \u201cWe didn\u2019t need to significantly increase the size of our&nbsp;accounting team,\u201d says Pam, \u201cso we were able to control costs as we scaled.\u201d<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-new-p-roduct-l-ines-and-b-illing-t-ypes-nbsp\"><strong>New <\/strong><strong>p<\/strong><strong>roduct <\/strong><strong>l<\/strong><strong>ines and <\/strong><strong>b<\/strong><strong>illing <\/strong><strong>t<\/strong><strong>ypes<\/strong>&nbsp;<\/h3>\n\n\n\n<p>The company successfully added new products and billing models, including seat-based, usage-based, platform-based, and professional services.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-revenue-r-ecognition\"><strong>Revenue <\/strong><strong>r<\/strong><strong>ecognition<\/strong><\/h3>\n\n\n\n<p>Sage Intacct gave OneStream access to ASC 606 and IFRS 15 revenue recognition at the push of a button. \u201cPrior to Sage, revenue recognition was a consuming process,\u201d Pam explains.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-international-e-xpansion\"><strong>International <\/strong><strong>e<\/strong><strong>xpansion<\/strong><\/h3>\n\n\n\n<p>They supported their expansion into 18 international ledgers, consolidating on their <a href=\"https:\/\/www.onestream.com\/blog\/why-onestream-for-complex-financial-consolidation\/\" target=\"_blank\" rel=\"noreferrer noopener\">OneStream Financial Consolidation product<\/a>.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-enhanced-billing-and-cash-flow\"><strong>Enhanced billing and cash flow<\/strong><\/h3>\n\n\n\n<p>Integration with Salesforce CPQ and the rollout of new billing types accelerated billing processes.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-global-c-ash-m-anagement\"><strong>Global <\/strong><strong>c<\/strong><strong>ash <\/strong><strong>m<\/strong><strong>anagement<\/strong>:<\/h3>\n\n\n\n<p>Sage Intacct&#8217;s integration with Sage Network and banking systems streamlined OneStream\u2019s global cash management.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-improved-f-inancial-r-eporting\"><strong>Improved <\/strong><strong>f<\/strong><strong>inancial <\/strong><strong>r<\/strong><strong>eporting<\/strong>:<\/h3>\n\n\n\n<p>OneStream leveraged its newly accelerated close to quickly transfer accounting data into <a href=\"https:\/\/www.onestream.com\/solutions\/planning-budgeting-forecasting\/\" target=\"_blank\" rel=\"noreferrer noopener\">the company\u2019s FP&amp;A platform<\/a>.<\/p>\n\n\n\n<p>They achieved robust financial reporting and forecasting, raising their gross margin to 75% as of 9\/30\/2024.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-team-c-ulture-t-ransformation\"><strong>Team <\/strong><strong>c<\/strong><strong>ulture <\/strong><strong>t<\/strong><strong>ransformation<\/strong><\/h3>\n\n\n\n<p>Beyond all of these financial improvements, there was a great evolution for the team working hard to produce these outcomes.<\/p>\n\n\n\n<p>Previously, the finance team spent much of their time on manual tasks.<\/p>\n\n\n\n<p>But after switching to Sage, they were able to switch that time to focus on driving and supporting growth. <\/p>\n\n\n\n<p>This cultural shift led to the finance team becoming proactive partners to business leaders. <\/p>\n\n\n\n<p>It also led to reduced fire-fighting and created a more collaborative environment. <\/p>\n\n\n\n<p>A place where teams analyzed data to find new areas of growth and efficiency.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-final-thoughts\"><strong>Final thoughts<\/strong><\/h2>\n\n\n\n<p>OneStream\u2019s journey to IPO reflects a tremendous leadership team and group of colleagues backed by advanced accounting software.<\/p>\n\n\n\n<p>With Sage Intacct in their tech stack, OneStream was equipped with powerful financial reporting to analyze SaaS metrics, helping them better forecast the future.<\/p>\n\n\n\n<p>The problems OneStream faced on basic accounting software like QBO are common among high-growth technology companies that have found product-market fit and want to accelerate GTM motion.<\/p>\n\n\n\n<p>By leveraging Sage Intacct&#8217;s robust capabilities, OneStream not only removed these inhibitors to scale and operational efficiency, but also positioned itself for a successful IPO, with predictable growth and profitability.<\/p>\n\n\n\n<p>The ability to utilize a single unified tech stack across Sage and OneStream\u2019s own enterprise platform fueled a transformation in team culture, and significant improvements in financial reporting and cash management. <\/p>\n\n\n\n<p>This underscores the value of a scalable, integrated financial management solution in driving to OneStream\u2019s IPO and their continued success.<\/p>\n\n\n\n<p>Sage created a new offering, Sage for SaaS and Technology, that allows other technology companies to take a similar approach to <a href=\"https:\/\/www.sage.com\/en-us\/blog\/grow-through-ipo-with-sage-for-saas-and-technology\/\" target=\"_blank\" rel=\"noreferrer noopener\">producing frictionless finance automation &amp; intelligence to grow through IPO<\/a>.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.sage.com\/en-us\/sage-business-cloud\/intacct\/resources\/product-tours\/saas\/\" target=\"_blank\" rel=\"noreferrer noopener\">Check out this 5-minute product tour to see how you could leverage this solution for yourself.<\/a><\/p>\n\n\n\n<p>Want to know more about <a href=\"https:\/\/www.sage.com\/en-us\/blog\/enterprise-resource-planning-explained\/\">Enterprise Resource Planning (ERP)<\/a> and how it integrates various business processes? Our resource delves into the fundamentals of ERP systems and their role in streamlining operations.<\/p>\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Subscribe to our Sage Advice Newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>Get our latest business advice delivered directly to your inbox.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-ab515c6e-7e90-4c2f-a67e-113872516e8b\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg\" class=\"single-cta__image\" alt=\"Working from home with tea in hand\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n<section class=\"more-topics alignfull has-grey-light-background-color wp-block-sage-post-topics\">\n\t<div class=\"container\">\n\t\t<div class=\"row\">\n\t\t\t<div class=\"col col-12 col-lg-4\">\n\t\t\t\t<h3 class=\"more-topics__title h2\">Browse more topics from this article<\/h3>\n\t\t\t<\/div>\n\t\t\t<div class=\"col col-12 col-lg-8\">\n\t\t\t\t<ul class=\"post-tags__list\">\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/boss-your-business\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tBoss your business\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/business-intelligence\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tBusiness intelligence\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/business-strategy\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tBusiness strategy\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/cfo\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tCFO\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/your-story\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tCustomer Success Stories\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/erp\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tERP solutions\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t<\/ul>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/section>\n\n<div class=\"alignfull wp-block-sage-related-posts\">\n\t<section class=\"related-posts card-grid has-dark-background-color\">\n\t<div class=\"container\">\n\t\t\t\t\t<div class=\"row\">\n\t\t\t\t<div class=\"col\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--featured h1\">Explore more wisdom<\/h2>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\n\t\t\t<div class=\"row related-posts__featured\">\n\t\t\t\t<div class=\"col card-grid__item\">\n\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-0 post-30699 post type-post status-publish format-standard has-post-thumbnail hentry category-strategy-legal-operations tag-automation tag-digital-transformation tag-erp tag-inventory-management tag-supply-chain-management business_type-small-business business_type-growing-business card-post--is-clickable\"\n>\n\t<div class=\"card-post__media-wrapper\">\n\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1355438061-1440x810.jpg\" class=\"card-post__image\" alt=\"Lady carrying cartons\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1355438061-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1355438061-768x432.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1355438061-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"card-post__content\">\n\t\t\t\t\t<div class=\"card-post__label\">Recommended<\/div>\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-06-11T08:52:26-04:00\">June 11, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">13 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h3\">\n\t\t\t\t\t\t\t<a\n\t\t\t\t\tclass=\"card-post__title-link\"\n\t\t\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/what-is-order-management\/\"\n\t\t\t\t>\n\t\t\t\n\t\t\tWhat is order management?\u00a0\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t<\/p>\n\n\t\t\n\t\t\t\t\t<p class=\"card-post__description\">\n\t\t\t\tCustomer order management is an essential cog in the machine for any business that sells products. Learn about the order management process and how it can help you streamline operations and boost customer satisfaction.\t\t\t<\/p>\n\t\t\n\t\t\t<\/div>\n\n\t<\/article>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\t\t\t\t\t<div class=\"row related-posts__non-featured\">\n\t\t\t\t<div class=\"col col-12\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--more h4\">More on this Topic<\/h2>\n\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-1 post-29310 post type-post status-publish format-standard has-post-thumbnail hentry category-strategy-legal-operations category-technology-innovation tag-artificial-intelligence tag-automation tag-boss-your-business tag-cash-flow tag-cloud-financial-management tag-sage-accounting business_type-small-business business_type-growing-business\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/order-to-cash-process-otc-o2c\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1190223207-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-06-10T12:23:35-04:00\">June 10, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">12 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tWhat is the Order to Cash process?\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-2 post-29062 post type-post status-publish format-standard has-post-thumbnail hentry category-strategy-legal-operations tag-boss-your-business tag-business-intelligence tag-growing-a-business tag-inventory-management tag-productivity tag-staying-competitive tag-supply-chain-management business_type-small-business business_type-growing-business\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/what-is-an-order-management-system-oms\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1417607997-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1417607997-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1417607997-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1417607997-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-06-10T10:25:03-04:00\">June 10, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">19 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tWhat is an order management system?\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-3 post-36674 post type-post status-publish format-standard has-post-thumbnail hentry category-strategy-legal-operations tag-distribution tag-erp tag-sage-x3 tag-supply-chain-management business_type-small-business business_type-growing-business industry-distribution industry-wholesale-distribution\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/supply-chain-integration\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2024\/10\/BrandShoot-LND_June2024_Distribution_0305-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2024\/10\/BrandShoot-LND_June2024_Distribution_0305-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2024\/10\/BrandShoot-LND_June2024_Distribution_0305-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2024\/10\/BrandShoot-LND_June2024_Distribution_0305-1214x810.jpg 1214w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-06-04T10:56:07-04:00\">June 4, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">9 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tWhat\u00a0is supply chain integration and why does it matter?\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-4 post-28210 post type-post status-publish format-standard has-post-thumbnail hentry category-growth-customers category-strategy-legal-operations tag-boss-your-business tag-business-intelligence tag-business-strategy tag-distribution tag-growing-a-business tag-inventory-management tag-productivity tag-supply-chain-management business_type-small-business business_type-growing-business industry-distribution industry-wholesale-distribution\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/what-is-order-processing\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-841574854-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-841574854-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-841574854-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-841574854-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-06-02T11:22:21-04:00\">June 2, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">19 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tOrder processing explained: Steps, systems and best practices\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n<\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how Sage Intacct supported\u00a0OneStream to grow their CMRR by 800% in four years, overcome their manual accounting struggles, and position themselves for success as a public 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