Intelligent Automation in Action: Dynamic Allocations for Modern Finance Teams 

As organizations scale, allocation complexity grows with them—more entities, more dimensions, and greater pressure on finance teams to deliver fast, accurate, and fully auditable results. Yet many teams still rely on manual spreadsheets and rigid allocation rules that slow the close and introduce unnecessary risk.

Join Sage Intacct for a first‑ever customer roundtable featuring Edith Ruiz, Financial Controller at Catholic Charities of Oregon, as she shares how her team is leveraging Dynamic Allocations to streamline complex allocation workflows, eliminate manual effort, and deliver clearer financial insights.

In this interactive session, you’ll gain real-world perspective on how modern finance teams are:

• Automating recurring, multi-entity, and multi‑dimensional allocations with confidence
• Replacing spreadsheet‑driven processes with flexible, data‑driven allocation rules
• Enhancing accuracy, transparency, and auditability across every allocation cycle
• Unlocking deeper financial visibility to support faster, smarter decision‑making

Whether you're responsible for shared services allocations, overhead distribution, grant or program cost assignments, or recurring expense management, this conversation will show how automation empowers finance teams to spend less time managing allocations—and more time driving strategic impact.

Plan with Precision: AI-Driven Growth with Sage Intacct Planning

Unlock the future of financial planning with Sage Intacct Planning (SIP and eSIP modules). This exclusive webinar is designed for customers who want to deliver smarter, faster, and more accurate growth strategies using AI-powered tools.

Join us to discover how Sage Intacct Planning transforms your approach to budgeting, forecasting, and scenario modeling. Learn how to:

• Harness AI-driven insights for more precise planning and forecasting
• Build flexible, collaborative budgets that adapt to changing business needs
• Visualize growth scenarios and instantly assess impact
• Empower teams to make confident, data-backed decisions

Whether you’re looking to streamline your planning process or drive strategic growth, this session will show you how SIP and eSIP can help you plan with precision and agility.

Unlock Real-Time Intelligence with Interactive Custom Reporting 

Are you ready to transform the way you analyze and act on data? Join us for an exclusive webinar designed for customers who want to maximize the power of the ICRW module.

In this session, you’ll discover how Interactive Custom Reporting empowers you to:

• Access real-time insights that drive smarter decisions
• Build dynamic, tailored reports without relying on IT
• Visualize trends and performance metrics instantly
• Turn complex data into actionable intelligence

Whether you’re looking to streamline reporting or uncover hidden opportunities, this webinar will show you how to harness the full potential of ICRW for your business.

Don’t miss out—reserve your spot today and start unlocking the intelligence you need to stay ahead!

Take the Pain Out of Project Financials: Smarter Costing & Billing with Sage Intacct 

Managing project financials doesn’t have to be complicated. Join us for this webinar to learn how Sage Intacct’s Project Costing & Billing module simplifies complex processes and helps you stay in control.

Discover how to:

• Automate project costing and billing workflows to save time and reduce errors.
• Gain real-time visibility into project profitability and resource utilization.
• Improve accuracy and compliance with integrated financial data.
• Streamline revenue recognition and billing for faster, smarter operations.

Whether you’re overseeing multiple projects or managing detailed client billing, this session will show you how to transform your approach with intuitive tools and actionable insights.

The Fast Track to Compliance: Mastering Consolidations for a Faster Close 

Join us for this focused webinar on Sage Intacct’s Consolidations module—covering Domestic, Global, and Advanced capabilities—to help you streamline processes and eliminate complexity.

In this session, you’ll learn how to:

• Automate multi-entity and multi-currency consolidations for faster close.
• Maintain compliance with evolving regulations and reporting standards.
• Gain real-time visibility into consolidated financials for better decision-making.
• Leverage advanced features to handle intercompany eliminations and complex ownership structures.

Transforming Purchasing and AP Processes with Sage Intacct's AP Automation powered by Sage AI

Join us for an insightful session on how Sage Intacct’s AP Automation, enhanced by Sage AI, is revolutionizing purchasing and accounts payable workflows. In this webinar, you’ll discover how automation and artificial intelligence can:

• Streamline AP processes to reduce manual tasks and errors.
• Accelerate approvals and payments for improved efficiency.
• Enhance visibility and control over purchasing and spend management.
• Leverage AI-driven insights for smarter decision-making and compliance.

Whether you’re looking to optimize your current processes or explore innovative solutions, this session will provide practical strategies and real-world examples to help your finance team work smarter, not harder.

Closing Strong: The Case for Smarter Spend Management 

As year-end approaches, even small spending surprises can create big reporting headaches. Without clear visibility or control over budgets, organizations risk overspending, compliance issues, and delayed closes.

Join us to discover how Sage Intacct Spend Management helps finance teams take control of budgets, prevent overspend, and strengthen financial discipline — all before year-end. Learn how leading organizations are using automation to manage approvals, enforce policies, and ensure every dollar spent is aligned with business priorities. 

In this session, you’ll learn how to: 

• Gain full visibility into spend across departments, projects, and entities
• Automate approvals and enforce budget controls in real time 
• Prevent overspending with proactive alerts and policy-based governance 
• Streamline reporting and improve forecasting accuracy at close
• Build a more agile, accountable finance function for the new fiscal year 

Walk away with a practical roadmap to finish the year strong — and give your finance team the visibility, control, and confidence to start the next one even stronger. 

Secure Your AI Advantage at Renewal 

Finance is undergoing a major transformation, and the need for automation and AI has never been more critical. Join us for an exclusive session to explore how Sage AI, Copilot, and AP Automation can save your team days every month, reduce errors, and keep you ahead of the competition.

In this webinar, you’ll learn how: 

• Close Automation can save you up to 5 days every period end with AI-powered variance analysis, reconciliation, and real-time tracking
• AP Automation cuts supplier invoice processing time by 50% and prevents duplicate payments
• Sage Copilot orchestrates your close, surfaces anomalies early, and delivers trusted, actionable insights every month

Securing these powerful AI-driven tools comes at no additional cost under The Dynamic Plan for customers coming up for renewal. 

Advanced Contracts Revenue Recognition: Effective Dates and Multiple MEA Allocations Made Simple   

Unlock the full potential of your contract revenue management with a deep dive into multi-entity arrangements (MEA). This session will show you how Sage Intacct automates and streamlines the most complex aspects of MEA—making effective dates and multiple allocations effortless.

Discover how every order change is captured in a single contract, with automatic revenue reallocation and template-based recognition, independent of billing. Learn how to leverage audit trails for MEA executions, manage separate book processing for each entity, and confidently execute MEA allocations across multiple entities and timeframes. 

Whether you’re handling cancellations, renewals, or usage-based revenue, you’ll see how real-time forecasting and board-ready insights are possible when all your revenue details are in one place. Join us to see how automation and control can transform your compliance, reporting, and financial decision-making—no scripting or IT dependency required.

From Invoice to Impact: Streamlining AR Before Year-End 

As the year winds down, finance teams face mounting pressure to close books cleanly, accelerate cash flow, and prepare for a strong start to 2026. Join us for a high-impact session that explores how Sage Intacct AR Automation can transform your accounts receivable process from manual bottlenecks to streamlined efficiency. 

In this session, you’ll learn how to:

• Reduce Days Sales Outstanding (DSO) by 30%+ 
• Triple your AR team’s productivity with automated workflows
• Increase cash flow visibility for smarter planning and decisions 
• Eliminate manual invoice handling and inconsistent customer communications

Whether you’re chasing late payments, managing disputes, or forecasting collections, this session will equip you with actionable strategies to turn revenue into real results—before the year ends.

Close Faster with Sage Intacct Fixed Assets   

 Are you looking to gain better visibility into your asset’s financial performance? Join us to deep dive into how Sage Intacct can help streamline your Fixed Asset Management and help you close faster.

This webinar will feature:

• Current challenges in managing Fixed Assets
• Best practices to report on costs and revenue tied to Assets
• Automating the depreciation
• Real-world customer stories

By the end of this session, you’ll understand how automating your Fixed Asset Management with Sage Intacct will save you time and give you better insight into asset performance. Learn how to move beyond the basics and take full advantage of Fixed Assets to strengthen compliance, simplify reporting, and streamline year-end close.

Mastering Sales Tax Compliance: From Basics to Automation with AvaTax for Sage Intacct 

Sales tax compliance doesn’t have to be confusing or time-consuming. Whether you’re just getting started or ready to automate your process, this session will help you go from understanding the rules to confidently managing compliance with AvaTax for Sage Intacct.Join our experts as they demystify key sales tax concepts like economic nexus, exemption certificates, and sourcing rules, and show you how to automate your tax calculations, filings, and reports directly within Sage Intacct.

Highlights:

• Identify where and when your business may have sales tax obligations
• Accurately calculate rates and stay compliant with changing legislation
• Automate tax calculations in Sage Intacct to save time and reduce errors
• Confidently manage exemption certificates and audits with AvaTax insight
• Develop a scalable, automated process for filing and reporting 

Boost Your Business Growth: Streamline Quote-to-Cash with Sage Intacct

Unlock the potential of Sage Intacct to drive financial growth and streamline your quote-to-cash process.

This webinar is tailored for executives and financial leaders aiming to enhance efficiency, accuracy, and compliance in their financial operations.

Join us to explore how Sage Intacct can transform your business by: 

•  Accelerating the quote-to-cash cycle
• Improving revenue recognition accuracy
• Automating cash management to enhance productivity and lower costs
• Gain real-time insights with dashboards and SaaS metrics
• Cut your close time and free up cash

We'll delve into the importance of an efficient quote-to-cash process and how it directly impacts cash flow, profitability, and customer satisfaction. Learn how Sage Intacct's powerful tools can revolutionize your financial strategy and maximize your business success.

Interactive Custom Report Writer: Unlock Smarter Reporting in Real Time

 Avoid wrestling with static exports and endless reporting workarounds. With Interactive Custom Report Writer (ICRW), you can build and customize reports directly in Sage Intacct—using live data that’s always up to date. Whether you need to drill into department performance, compare projects, or pivot by location, ICRW gives you the flexibility to get the answers you need without relying on complex methods.

Join us for this session to see how you can:

•  Quickly design reports with an easy drag-and-drop builder
•  Combine data across reporting areas for deeper insights
•  Use advanced features like pivot tables and calculated fields
•  Tap into a library of prebuilt reports to accelerate your work

Take Control: Manage Non-Profit Spending with Confidence

Discover how nonprofit finance teams can bring discipline and transparency to every dollar with Sage Intacct. In this webinar, we’ll walk through an end‑to‑end purchase‑to‑pay flow that uses Spend Management and Purchasing to enforce policies, approvals, and budget checks before spend occurs.
See how standard Budgeting and Enhanced Budgeting (add‑on subscription) help keep grants, programs, and funds on target with proactive controls and what‑if planning. Throughout, live dashboards and reporting surface commitments, budget vs. actuals, and vendor trends—giving boards, funders, and auditors the visibility they expect while reducing overspend.

Highlights include:

•  Enforcing spend policies with Spend Management and Purchasing
•  Budgeting vs. Enhanced Budgeting: what’s right for your nonprofit
•  Real-time dashboards and reporting for transparency
•  Reducing overspend with proactive controls

Secure Your AI Advantage at Renewal

Finance is undergoing a major transformation, and the need for automation and AI has never been more critical. Join us for an exclusive session to explore how Sage AI, Copilot and AP automation can save your team days every month, reduce errors, and keep you ahead of the competition.

In this webinar, you will learn how:

• Close Automation can save you up to 5 days every period end with AI powered variance analysis, reconciliation, and real time tracking
• AP Automation cuts supplier invoice processing time by 50% and prevents duplicate payments
• Sage Copilot orchestrates your close, surfaces anomalies early, and delivers trusted, actionable insights every month.
• Securing these powerful AI driven tools are at no additional cost under The Plan

 

Streamlining Fixed Asset Management with Sage Intacct

Are you looking to gain better visibility into your asset's financial performance? Join us to learn how Sage Intacct can help streamline your Fixed Asset Management.

Highlights:

• Current challenges managing Fixed Assets
• Best practices to report on costs and revenue tied to Assets
• Automating the depreciation
• Real-world customer stories

 

Optimization for Financial Services with Sage Intacct

 Finance is moving fast—are you keeping up?

Join us for a high-impact session tailored for finance leaders navigating today’s rapidly evolving landscape. Discover how Sage Intacct can help you streamline operations, gain real-time visibility, and drive smarter, faster decisions across your organization.

 

Optimize Your Projects with Sage Intacct PSA

Ready to take control of your project planning and resource management?

Join us for an inside look at Sage Intacct PSA, powered by Forecast—a smart solution built to help you optimize planning, boost resource efficiency, and automate time-consuming processes.

See it in action during a live demo and discover how PSA can help your team save time, reduce manual work, and deliver projects more effectively.

 

Own It All: Advanced Consolidation Strategies with Intacct 

Want to learn more about Intercompany Movements and Consolidations? Join us for a webinar that dives into powerful consolidation capabilities that can help you simplify workflows, reduce errors, and gain clearer insights—fast.

What you’ll see in action:

• A live demo of Intercompany Movements & Consolidations
• How to streamline domestic consolidations
• Converting multiple operating currencies into a single view
• Managing advanced ownership structures
• Leveraging affiliate entity dimensions for smarter reporting

Master Your Cash Flow: AR Automation in Action

Join us to discover how you can increase your cashflow.  In this session, we will explore how to effectively manage and get paid faster using Sage Intacct's powerful automated accounts receivables tools.

What You'll Learn:

• Discover how Sage Intacct Accounts Receivables helps businesses accelerate payment cycles and improves your cash flow
• See Accounts Receivable automation in action with a live demonstration, showcasing how it empowers organizations to automate processes and reduce operational costs

• See real customers who have successfully navigated their financial challenges using Sage Intacct Accounts Receivable Automation. Their stories will provide valuable insights and practical tips for implementing these solutions in your own organization.

Who Should Attend:

This webinar is ideal for finance professionals, CFOs, finance leaders, accountants,  and business leaders looking to enhance their cash flow and overcome common financial challenges.

Struggling with slow AP processes? This webinar on AI-powered AP automation will show you how Sage Intacct cuts processing time in half, helps your team work smarter, and equips you with the tools to stay ahead of the competition.

In this session, you’ll discover:  

• How to automate your AP process and save time  

• Best practices to improve AP efficiency and accuracy  

• How AI can help you stay ahead of the competition  

• Upcoming updates to enhance your AP process even further  

Discover how Sage Intacct’s ICRW can transform your reporting. In this webinar, we’ll show you how to easily capture, present, and analyze data to make smarter decisions, faster. 

In this session, you’ll discover how Sage Intacct’s Advanced Reporting can: 

• Enable your team to create custom reports with simple point-and-click configuration  

• Save time and reduce reliance on manual processes  

• Improve visibility with visually appealing reports that drive smarter decision-making  

• Handle complex reporting needs quickly, without the need for advanced technical expertise  

Struggling to optimize your cash flow and manage inventory? This insightful webinar will discuss how businesses can streamline their operations to improve cash flow and minimize the impact of inventory on their bottom line.

In this session, you’ll discover:  

• Overcome inefficiencies in budgeting, forecasting, and reporting  

• Streamline financial planning processes and improve accuracy  

• Create robust financial plans, optimize budgets, and forecast confidently for better decision-making  

• Learn from real customer stories and gain actionable insights to implement in your own organization  

Discover how you can protect your team from potential financial penalties and improve your cash flow health by optimizing procure-to-pay process using Sage Intacct.

We will explore how Sage Intacct add-ons can help you:

• Streamline invoice processing and prevent missed payments
• Gain better visibility into spending and improve cash flow management
• Optimize procurement and simplify allocation processes