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Sage Intacct services

Expertise for the
whole journey.

From the first decision to the work beyond go-live. Find the expertise your situation calls for.

One connected capability

  1. 01 / DecideClarity before commitment.
  2. 02 / DeliverDesign through to live operations.
  3. 03 / EvolveKeep the system useful.

Start where you are. Bring in more expertise only where the work needs it.

Start from your situation

What brings you here?

Choose the situation closest to yours. The services that fit are highlighted, and every service stays available.

7 distinct services

Specialist expertise.
Connected by the work.

Open any service to see what we help with and when it is a good fit.

01

Decide

Clarity before commitment.

01

Sage Intacct Sales & Advisory

Make a well-informed decision.

Clarify requirements, assess fit and scope, and understand the reporting, integration and delivery considerations before committing.

What we help with

Requirements & fit
Business objectives, requirements and Sage Intacct fit.
Solution scope
Entities, dimensions, reporting and implementation considerations.
Data & integrations
Understand the data and connected-system requirements before committing.

A good fit when

  • You are evaluating Sage Intacct.
  • Requirements or implementation scope are still unclear.

02

Deliver

Design through to live operations.

03

Sage Intacct Integration

Make the system boundaries work.

Connect operational systems and finance with clear mappings, validation, exception ownership and reconciliation.

What we help with

  • System ownership & boundaries
  • Data flows, triggers & mappings
  • Validation & duplicate prevention
  • Exceptions, monitoring & reconciliation

Integration Blueprint

  1. 1Source
  2. 2Trigger
  3. 3Data
  4. 4Mapping
  5. 5Validation
  6. 6Destination
  7. 7Exception
  8. 8Reconciliation
  9. 9Owner

A good fit when

  • Sage Intacct needs to exchange data with other systems.
  • Data flows between systems need clear ownership, validation and reconciliation.
04

For existing or inherited implementations

Implementation Rescue & Reimplementation

Choose the recovery from the evidence.

Recover a Sage Intacct environment implemented elsewhere or inherited with unresolved issues.

  1. Diagnose
  2. Stabilize
  3. Optimize
  4. Reimplement if needed

What we investigate

  • Reporting, configuration & data
  • Integrations & workflows
  • Controls, ownership & adoption

What happens next

Repair and stabilize what can be fixed. Reimplement only where the evidence supports it.

A good fit when

  • An inherited or externally implemented environment is not producing trusted results.
  • It is unclear whether repair, optimization or reimplementation is appropriate.

03

Evolve

Keep the system useful.

05

Optimization & Process Reengineering

Improve the way the work gets done.

Examine reporting, workflows, controls and system utilization. Simplify friction and reshape processes around current business needs.

What we help with

  • Current Sage Intacct usage & process review
  • Reporting, dimensions & decision support
  • Workflows, approvals & automation
  • Controls, permissions & utilization
  • Process friction, handoffs & workarounds
  • Future-state improvements

A good fit when

  • Sage Intacct is live but the organization wants more value from it.
  • Manual workarounds, reporting gaps or inefficient processes remain.
06

Sage Intacct Training & Enablement

Help people work with confidence.

Role-based learning, new-user onboarding, refresher, administrator, reporting and module-specific training, grounded in the processes people use.

What we help with

  • Role-based learning
  • New-user onboarding
  • Refresher training
  • Administrator training
  • Reporting training
  • Module-specific training
  • Process-aligned guidance
  • Adoption reinforcement

A good fit when

  • New users or roles are introduced.
  • Administrators or users need more confidence in Sage Intacct.
07

Support Beyond Go-Live

Keep expertise close as your needs evolve.

Continued Sage Intacct expertise for reporting, configuration, workflows, integrations, training and changing business requirements.

What we help with

  • Reporting & configuration
  • Workflows & approvals
  • Integrations
  • Administrator & user guidance
  • Training as needs change
  • Evolving entities, processes & business requirements
  • Continuous improvement

A good fit when

  • Sage Intacct is live and ongoing expertise needs to stay close.
  • Entities, processes, integrations or reporting requirements are evolving.

Services that work together

One need can span more than one service.

An implementation may also need integration and role-based training. An existing Sage Intacct environment may need optimization, ongoing support, or both. If an implementation is struggling, we diagnose the cause before deciding whether targeted repair, optimization or reimplementation is justified.

Services can stand alone or work together where the requirement crosses more than one area.

Use only the expertise your situation requires.

Book a meeting

Online scheduling is not available right now. Email hello@biviti.com or call 403-879-5828 to arrange a time.