
Nonprofit financial dashboard guide (with examples)
Learn how nonprofit financial dashboards can help you track KPIs, improve decision-making, and inform stakeholders.
Consolidate hundreds of entities in minutes, not days, with localized tax, currency, and language.
Discover the strategies and best practices top financial leaders use to be more strategic and impactful in leading their organizations.
Sage empowers finance teams to manage cash profitably, grow intelligently, and forecast more predictably. Ready to crush your competition and pave your way to IPO? See why your peers voted Sage Intacct #1 usage billing + revenue management solution for SaaS & Tech companies.
"Sage Intacct has given us the ability to better forecast the business and focus on a go-forward strategy, rather than 'here and now.' I couldn't have done that with NetSuite."
Learn how nonprofit financial dashboards can help you track KPIs, improve decision-making, and inform stakeholders.
Learn whether accounts payable is recorded as a debit or credit, its role in accounting, and its impact on your financial statements.
Discover insights into nonprofit budgeting, including key components and best practices. Avoid errors with our Nonprofit Budget Template.
Learn how integrated payments are the modern solution for streamlining receivables directly within your financial management software.
Explore the differences between nonprofit and not-for-profit organizations. Understand their goals and tax needs, with examples.
Understand the key differences of notes payable vs accounts payable. Learn how each type of liability impacts your business' financial management.
Learn the key differences between accrued expenses and accounts payable. Understand how they affect financial reporting and cash flow.
Discover the benefits of purchase order automation. Save time and reduce costs with automated purchase orders.
Most finance teams spend 80% of their time doing manual transaction support, and only 20% of their time on strategic planning. The best SaaS operational finance teams chose Sage Intacct to shift that to 80% strategic, and 20% transactional. We have engineered our platform to eliminate manual, tedious processes that burn through weeks of work each month, such as manual entry of orders out of Salesforce.com and exceptions to contract revenue recognition and billing. We then provide access to the necessary real-time SaaS metrics, financial dashboards, and tools to enable strategic analysis, forecasting, and scenario planning that allow CFOs to recommend new initiatives that grow revenue, reduce churn, improve efficiency of customer acquisition, direct product development that delights customers, adjusts pricing to maximize customer acquisition and profitability, and deliver the churn, cash-flow, CMRR, and other metrics with confidence to impress investors and secure new funding.
Order-entry-only suites don't allow you to manage SaaS revenue recognition, billing, or SaaS metrics. And subscription-billing-only solutions don't allow you to track expenses, see cash flow, or forecast scenario planning for the company.
Controller - automate billing, revenue, and expenses to close with controls.
CFO - know the strategic levers to be the business model architect.
Revenue Manager - create deferred revenue reporting.
Billing Manager - automate invoicing and collections.
FP&A - create forecasts and budgets/actuals for team to manage cash-flow and growth.
SalesOps - integrate the quote to billing to speed quote-to-cash.
RevOps - create billing and pricing scenarios, with metrics to track.
CEO - know the cash, billing, and SaaS metrics position of the company to make strategic moves.
Jobvite (a leading HR recruiting software (SaaS) company founded in Silicon Valley) is leading the next wave of recruitment innovation. They were challenged using NetSuite with manually entering and reconciling orders, upsells, and renewals to the original order and missing revenue and delaying reporting, which affected cash flow and growth.
When they needed to become ASC 606 compliant, they chose Sage Intacct Contracts, replacing NetSuite.
With Sage Intacct, Jobvite:
This helped them shift effort from 80% bookkeeping and transactional focus to 80% analytics and business.
To guide growth and scenario planning, CFOs need to have near real-time data on revenue, billing, and cash to be the business model architect for their company. In turn, Controllers need to automate the key financial processes in the company in order to scale transaction processing, produce financial reporting for decision making, and maintain controls for audited financials.
Today's SaaS company finance teams need to provide near real-time visibility on the financial position and forecast for their company in order to guide big decision-making. They first need to capture the order out of Salesforce.com in order to speed invoicing to increase cash flow. They then need to create innovative subscription pricing models in order to maximize the value of their offering and differentiate from their competition. Next, they need to allocate revenue and expenses across multiple revenue classes, over the customer lifetime, so they understand their deferred revenues to maximize valuation for fundraising.
Then they need to display those SaaS metrics and financial results consolidated from multiple business entities with dimensions for cohort analysis. Strategically, their executive team wants to see both budget-vs-actual and a forecast on billing, cash, and revenue, in order to make smart decisions on hiring, expansion, fundraising, acquisitions, and other key growth levers.