Carlson Thought Leadership in Finance & Technology

Data - The Key to Decision Making

October 6, 2020 / by Mary Beth Gossart

Most everyone realizes that data is the key to decision making but what does that mean exactly? We are capturing data all day long, that’s great now that we have the data what do we do with it? How do we keep track of it and how do we use it? Also is it easy to get at the data or does it take hours to make sense of it.

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Highlights of Sage Intacct release 3

September 21, 2020 / by Mary Beth Gossart

With each quarterly release of Sage Intacct there are many changes to all aspects of the program. Each quarter we get excited to read about the great new features in the release. This time we got together and chose our favorites to highlight here for you. This is just an overview there are many more new features in the release all of which can be found at Sage Intacct 

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Sage Intacct Advanced Integration to Salesforce

September 10, 2020 / by Mary Beth Gossart

We hear the frustration that valuable time is spent re-keying data into multiple systems creating the potential risk of errors all the time. As companies grow and scale this is not sustainable. The need for reliable data that is visible for all system users is the key to growing a business in this every changing business climate. Are you tired of your staff wasting time entering and maintaining data in both Salesforce and your accounting system? Do you want visibility to all customers and need a streamlined order to cash system? Don’t throw head[...]

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The Top Five Limitations of QuickBooks

August 3, 2020 / by Mary Beth Gossart

For many small and mid-sized businesses, Intuit QuickBooks is usually the first choice for financial software in the organization’s early days – and for good reasons. QuickBooks is well-known and very easy to use, and it offers the basic functionality that almost any business can use to get off the ground.

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Sage Intacct: Cloud ERP Designed for Multi-Entity and Multi-Currency Organizations

June 24, 2020 / by Mary Beth Gossart

Does your organization have multiple operating entities? Perhaps you have multiple franchises or entities such as hotels. Do you have international entities and deal with different currencies? Sage Intacct was designed with multi-entity and multi-currency at its core.

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6 Opportunities for Financial Solution Deployment in Times of Disruption

April 3, 2020 / by Dave Phillips

The Coronavirus has certainly disrupted most companies’ operations, and many are considering how to continue with their financial solution deployment projects.  In all likelihood, the challenges that led to the desire to move away from the current solution (e.g. spreadsheets) in place are now exacerbated even more.

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