RSMUS.comSage Intacct does remarkable things with data, organizing, analyzing, and distributing it to keep everyone focused on financial excellence. First, however, the data has to get into Sage Intacct.
As modern accountants know, getting every digit and detail into the system of record can be a time-consuming, cumbersome, and error-prone process. Even though Sage Intacct will automatically ingest data from many sources and systems, there are plenty of exceptions. In those cases, someone has to request information from another party, go back and forth resolving any issues, use external resources to validate the data, and then manually enter or import the data into Sage Intacct.
Now, Sage Intacct users can bypass this process and quickly, easily, and accurately get validated data from any source into the financial management platform. Characteristically, the developers behind Sage Intacct have listened to what users need and want and then delivered a smart solution tailored to their requirements.
It’s called Sage Intacct Forms and Operational Flows. And while the concept sounds simple, the impact runs deep and deserves a closer look.
What are Sage Intacct Forms and Operational Flows?
This feature allows users to build their forms and portals to collect data easily, and then define the workflow for where and how that data gets validated, reviewed, approved, and stored in Sage Intacct. It’s a no-code solution with self-service capabilities so simple that anyone can start building forms and workflows without needing special skills or technical training.
Users can build forms to collect data, signatures, or documents from internal stakeholders, external vendors, business partners, or customers. Pre-built forms and templates are also available, and new ones are being added all the time. Similar to a DIY data portal linked directly into the accounting solution, Sage Intacct Forms and Operational Flows make collecting information easier than ever—and unleash its full potential in the process.
What are the Benefits of Sage Intacct Forms and Operational Flows?
Form-building software and workflow automation doesn’t sound revolutionary at first until you consider all the ways it upgrades Sage Intacct, benefits accounting, and strengthens a company.
- Improved Communication and Collaboration: Forms help data move efficiently between stakeholders so they can work more efficiently, extensively, and effectively together, with fewer obstacles to collaboration.
- More Extensive and Accurate Data Collection: Accountants get all the data they need into the part of Sage Intacct where they need it without errors and omissions when they can streamline and automate the process.
- New Opportunities to Automate and Optimize: Operational flows can be joined with automations in Sage Intacct and other software to help data move wherever it needs to go faster and with less manual effort.
- Greater Transparency Inside and Outside Accounting: Having a larger supply of data and documents in one place provides a valuable source of information for accountants, executives, and external stakeholders to consult.
- Better Experience for Customers and Partners: People prefer using forms and portals instead of exchanging information through other channels, making the sender seem like a modern company that’s easy to work with and smart about data.
How Companies are Using Sage Intacct Forms and Operational Flows
The potential of fully customizable portals, forms, and workflows is endless. Companies are already finding creative and constructive ways to use these assets, in part because it takes no coding skill or technical assistance to begin building.
They’re building forms to standardize and expedite vendor onboarding; to automate IRS compliance checking; to replace email and phone verifications; and to solicit ACH and routing information.
Anywhere they need a direct pipeline between Sage Intacct and other systems or stakeholders, they can create one in a matter of minutes.
RSM – Get More From Sage Intacct
We have barely scratched the surface of what forms and workflows can do—on their own or together with other Sage Intacct features—so contact RSM for a demonstration and help using these features to the fullest.
