Carlson Thought Leadership in Finance & Technology

Amazing New Technology Featured in Sage Intacct's Last Release of 2020

December 15, 2020 / by Mary Beth Gossart

On November 15, 2020 Sage Intacct rolled out release 4 of 2020, which included some great changes to the product including some amazing new technology features brought to us from the Sage AI lab. Yes, that’s right the AI lab. This lab is run by one of Intacct’s founders Aaron Harris and is working hard to make amazing improvements in Sage Intacct. The first module to take advantage of AI and machine learning is the General Ledger. I am so excited about this I can’t stop talking about it! Currently this is in production for early adopters and will be[...]

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Streamline Billing and Revenue Management with Sage Intacct

November 10, 2020 / by Mary Beth Gossart

Would you like to accelerate the quote to cash process by up to 30%? Are you struggling to manage billing scenarios from complex customer contracts? Does it take a lot of effort to get real time data to make decisions? If the answer to any of these questions is “yes”, then read on about Sage Intacct’s Contract Management module.

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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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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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Why Move to Sage Intacct Cloud ERP?

March 25, 2020 / by Mary Beth Gossart

I get asked all the time, “Why make the move to Sage Intacct?”. That is a valid question because after  twenty years of working as a Sage100 consultant, I made the move to Sage Intacct last April.  The answer is easy - the Cloud.  Of course, there are functionality differences between Sage100 and Sage Intacct, but the biggest is where the solution resides and how we use it.

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