Close-up of a stethoscope on a desk with a healthcare professional reviewing financial reports on a tablet, illustrating the use of financial management software in healthcare.

The Impact of Legacy Systems on Healthcare Finance and the Role of Sage Intacct Accounting Software

by AccountingHealthcareSage Intacct
Close-up of a stethoscope on a desk with a healthcare professional reviewing financial reports on a tablet, illustrating the use of financial management software in healthcare.
  • Accounting, Healthcare, Sage Intacct

Finding it challenging to manage finances in healthcare? You’re not alone. Finance teams in this sector are under pressure to deliver accurate reporting, stay compliant, ensure funding is distributed correctly, and help meet long-term strategic goals. Add in the complexity of overseeing several facilities, managing varied funding streams, and running multiple service lines – all while keeping patient care at the forefront. Healthcare organisations need purpose-built solutions.

This is where Sage Intacct makes a difference. As a cloud-based financial management software trusted by healthcare providers throughout the UK, it delivers real-time insights and the adaptability needed in the rapidly evolving healthcare sector. Whether you work in private care, a charitable organisation, or social care, Sage Intacct helps you handle complexity, lower risk, and make confident, data-backed decisions.

In this blog, we’ll look at how Sage Intacct enables smarter financial management for healthcare organisations – and why it could be the answer your team has been searching for.

1. Gain real-time visibility with financial management software 

Access to accurate, timely data is one of the biggest hurdles for healthcare finance professionals. Outdated spreadsheets or siloed systems can obscure the bigger picture.

Sage Intacct solves this by offering live dashboards and detailed reports that bring together information from all departments, sites, and funding sources. Teams can instantly see:

• Budget vs. actual performance for each programme or department

• Cost per bed, ward, or location

• Income streams from public, private, and grant funding

• KPIs tailored to your organisation’s specific targets

These insights empower decision-makers to respond quickly, monitor financial health, and ensure resources are allocated where they have the most impact.

2. Strengthen compliance and audit readiness 

Healthcare providers must navigate strict reporting standards and regulations, from statutory requirements to donor conditions. Sage Intacct helps keep compliance simple with:

  • • Pre-built reports aligned to healthcare finance regulations

  • • Automated audit trails for complete transaction histories

  • • Permission-based controls to protect sensitive data

  • • Role-specific dashboards to keep staff accountable

Whether preparing for annual audits or providing grant expenditure reports, Sage Intacct ensures documentation is accurate, accessible, and compliant.

3. Improve grant and fund management 

For non-profit healthcare providers or organisations juggling multiple funding sources, tracking grants precisely is essential. Poor oversight can lead to compliance breaches, delayed funding, or reputational damage.

Sage Intacct enables you to manage grants and restricted funds independently from your general budget. Each fund can be:

• Tagged and tracked individually

• Monitored across multiple fiscal years

• Assigned to specific departments or projects

This level of control ensures compliance with funding terms and transparency for stakeholders.

4. Enable confident, data-driven decision-making  

In healthcare, every financial decision affects the quality and reach of care. Expanding services, hiring staff, or opening a new facility requires accurate data and scenario analysis.

With Sage Intacct, you can:

• Use scenario modelling to forecast outcomes

• Create reports aligned with your strategic KPIs

• Drill down into transaction-level detail for deeper insight

The result? A shift from reactive reporting to proactive, informed decision-making that balances operational needs with long-term plans.

5. Save time with automation and integration 

Manual processes not only slow down work but also invite errors. Sage Intacct automates many repetitive finance tasks, such as:

• Accounts payable and receivable

• Purchase approvals and workflows

• Expense claims

• Month-end reporting

It also integrates with other healthcare, HR, and business systems, creating a single source of truth and reducing duplicated effort.

6. Scalable for growth and change

Healthcare organisations are constantly adapting – through mergers, service expansions, or regulatory changes. Sage Intacct’s flexible architecture supports:

• Multi-entity and multi-location consolidation

• Separate charts of accounts where needed

• Group-level financial roll-ups for clear oversight

You can add new facilities or departments without disrupting current operations, making it a future-proof investment.

7. Proven results in the healthcare sector 

Healthcare organisations already using Sage Intacct report measurable gains, including:

• 40% faster month-end close

• 80% reduction in manual processes

• Complete financial visibility across sites and services

These outcomes free finance teams to focus less on admin and more on strategic work that benefits patients and the organisation.

Final Thoughts

Healthcare finance teams face complex, high-stakes challenges every day. With Sage Intacct accounting software for healthcare, they gain a system that delivers real-time visibility, strengthens compliance, simplifies grant tracking, and empowers smarter decision-making.

If your organisation is ready to move past outdated tools and take control of its financial future, Sage Intacct could be the right solution. Contact us to learn more.

About the Author

Picture of Chris Hawley

Chris Hawley

Chris is the Managing Director at The Noledge Group and brings over 34 years of experience delivering ERP solutions across industries like retail, distribution, manufacturing, and construction. During his 24 years at Sage, he worked with nearly every product and notably transformed Sage 200 as its Product Manager, turning it into a leading solution for SMEs in the UK and Ireland. Chris takes pride in the continued success of Sage 200, supported by Sage Business Partners like Envisage.

"Global unity concept with paper figures around Earth, representing a Sage Intacct Partner supporting nonprofits.

Insights from Supporting Leading Not-for-Profits as Sage Intacct Partners

by AccountingNot-For-ProfitSage Intacct
"Global unity concept with paper figures around Earth, representing a Sage Intacct Partner supporting nonprofits.
  • Accounting, Not-For-Profit, Sage Intacct

At Envisage, we’ve had the privilege of working alongside not-for-profit organisations across the UK – each with their own mission, operational challenges, and unwavering commitment to social good. While our main role as a Sage Intacct Partner is to deliver advanced, cloud-based financial systems, our experience in the sector has offered something deeper: perspective.

This blog captures some of the key insights we’ve gained from supporting charitable, voluntary, and community organisations. It highlights how robust technology must go beyond traditional accounting. It needs to support decision-making, safeguard critical funding, and ultimately enable nonprofits to maximise their impact.

Navigating complexity with clarity

Nonprofit finance teams are often under pressure to achieve more with fewer resources. With funding typically drawn from a combination of grants, public donations, and government contracts, each with its own requirements – staying compliant while delivering on impact is no easy feat.

Our work in the sector has made one thing clear: visibility is essential. Finance leaders need accurate, real-time insight into how funds are received and allocated – across teams, departments, and programmes. Transparent reporting isn’t just a best practice; it’s vital for maintaining stakeholder trust.

What stands out to us most is the sense of responsibility nonprofit finance professionals carry. Every pound is evaluated not only for compliance, but for the difference it can make. This mindset informs how we tailor Sage Intacct implementations to meet sector-specific needs.

Built-in compliance with the best accounting software for not for profit

Another key lesson we’ve learned is how high the bar is when it comes to financial governance. With multiple income streams, changing regulations, and increased scrutiny, charities and nonprofits must ensure that every process stands up to audit.

That’s why we consider Sage Intacct the best accounting software for not for profits. It’s not just about ticking compliance boxes – it’s about building finance systems that are audit-ready from day one. We focus on setting up robust audit trails, automated workflows, and real-time reporting to support governance and reduce manual workload.

The result? Greater confidence from funders, boards, and leadership teams – thanks to full financial transparency.

Saving time to focus on what matters most

Resource constraints are a common thread across the UK’s nonprofit sector. Many organisations still rely on spreadsheets or disconnected legacy systems that create inefficiencies and take time away from service delivery.

One of the most valuable shifts we’ve seen is the move toward automation. With Sage Intacct, processes like recurring donations, supplier payments, and payroll can be automated. That’s not about replacing people – it’s about giving them time back to focus on strategic work, collaboration, and impact.

When implemented thoughtfully, the right finance system doesn’t just simplify operations – it enables people to work with greater intention and care.

Adaptability matters

No two nonprofits operate in the same way. Some need to manage restricted funding across several programmes; others report across multiple entities or locations. That’s why adaptability is essential.

We’ve seen that the best accounting software for not for profits is never a one-size-fits-all solution. Sage Intacct’s flexibility makes it a strong fit – whether an organisation needs basic reporting or complex grant tracking. It integrates easily with donor management tools, CRM platforms, and volunteer systems, helping finance teams stay responsive and connected.

This scalability makes it easier for charities to grow, evolve, and stay agile in the face of change.

Data builds trust

More than ever, nonprofit leaders need to show how funds are being used and what outcomes they’re delivering. It’s not just about numbers – it’s about being able to tell a compelling story of impact.

Sage Intacct’s built-in dashboards and reporting tools make this possible. Finance teams gain real-time insight into performance and impact – helping them build trust with funders, prepare for board meetings, and secure future grants with confidence.

If your organisation is exploring how to better manage financial complexity and enhance impact, we’d be happy to help. As a trusted Sage Intacct Partner, Envisage brings both technical expertise and a deep understanding of the UK’s nonprofit landscape.

Watch the webinar: Driving Nonprofit Impact with Sage Intacct

Want to learn more? Watch our on-demand webinar, where Grant Gevers, NFP Specialist at Sage, shares insights into the evolving challenges nonprofits face and how leading organisations are using Sage Intacct to go beyond the numbers and deliver lasting impact.

About the Author

Picture of Chris Hawley

Chris Hawley

Chris is the Managing Director at The Noledge Group and brings over 34 years of experience delivering ERP solutions across industries like retail, distribution, manufacturing, and construction. During his 24 years at Sage, he worked with nearly every product and notably transformed Sage 200 as its Product Manager, turning it into a leading solution for SMEs in the UK and Ireland. Chris takes pride in the continued success of Sage 200, supported by Sage Business Partners like Envisage.

sage for nonprofits

When QuickBooks and Xero Aren’t Enough: What’s Next for Growing Finance Teams?

by AccountingSage 200Sage Intacct
sage for nonprofits
  • Accounting, Sage 200, Sage Intacct

Entry-level accounting tools like QuickBooks and Xero have long been the go-to solutions for startups and small businesses. They’re affordable, simple to use, and ideal for getting a business off the ground. But as organisations grow, so too do their financial demands. 

From the need for deeper reporting to multi-entity management and automation, growing businesses are looking beyond the basics. In 2025, more finance teams are moving to scalable, future-focused software that is built to meet the needs of modern finance leaders. 

When the cracks begin to show 

QuickBooks and Xero serve a clear purpose, but they weren’t designed to handle the complexity of expanding businesses. For organisations managing multiple entities, working across borders, or requiring detailed project-level reporting, these tools can quickly become a barrier rather than a benefit. 

Some of the most common challenges finance teams report when using entry-level software include: 

• Lack of real-time visibility into data and performance 

• Limited automation and reliance on manual processes 

• Inability to handle complex or multi-entity structures 

• Basic reporting that doesn’t support strategic decision-making 

These pain points create inefficiencies across finance departments, and they’ve prompted many teams to re-evaluate their systems in search of solutions that support both present needs and future growth. 

What growing businesses need

As finance teams become more central to business strategy, they require tools that support data-driven decision-making, automation, and adaptability. This is where Sage accounting software such as Sage Intacct and Sage 200 step in. 

Both platforms offer robust capabilities beyond what QuickBooks and Xero can deliver, and they’re designed to grow with your business. 

Smarter systems for modern finance 

Sage Intacct is a cloud-native financial management platform built specifically for innovative finance teams. With a modular architecture and open API, it allows businesses to create a finance system that aligns perfectly with their operations. 

Key features include: 

• Multi-entity and multi-currency management 

• AI-powered automation with tools like Sage Copilot 

• Advanced general ledger and reporting tools 

• Real-time dashboards for strategic insights 

• Seamless integration with CRM, payroll, and operational tools 

For finance teams ready to move beyond spreadsheets and manual workarounds, Sage Intacct offers control, visibility, and the flexibility to adapt as business needs evolve. 

Built-in business management: Sage 200 

For small to mid-sized businesses looking for a comprehensive, all-in-one solution, Sage 200 provides an integrated suite that spans finance, sales, inventory, and supply chain operations. 

At its core is the Financials module, a fully integrated set of ledgers that provides strong foundational accounting. But Sage 200 goes further, thanks to add-ons like Sage 200 Commercials, which includes: 

• Stock control 

• Sales and purchase order processing (SOP & POP) 

• Pricing and inventory management 

With these tools, Sage 200 delivers end-to-end visibility, allowing for faster decision-making, better resource planning, and greater operational efficiency. 

Sage Accounting Software in the UK: Real-Time Insights, Not Rear-view Reporting 

One of the clearest differences between entry-level systems and Sage accounting software is the quality of reporting. 

While QuickBooks and Xero offer basic templates, Sage Intacct and Sage 200 provide dynamic, real-time insights tailored to your team’s needs: 

• Sage Intacct: Role-based dashboards, custom metrics, and AI-enhanced forecasting 

• Sage 200: Built-in reporting tools and deep data analysis capabilities 

This means finance teams can stop spending hours exporting data, and instead spend their time driving strategy, performance, and growth. 

Automation, scalability, and integration 

The right financial system doesn’t just keep up, it drives you forward. Both Sage Intacct and Sage 200 offer: 

• Faster financial close through automation and direct bank feeds 

• Efficiency gains by eliminating repetitive manual tasks 

• Scalability to support multiple users, locations, and growing data volumes 

• Seamless integrations with your existing tools and apps 

These features empower finance teams to focus on strategic activities rather than routine admin, unlocking real value from the finance function. 

Why finance teams are moving to Sage in 2025  

Today’s finance teams are under pressure to do more with less, and they need tools that help them rise to the challenge. Across industries, the move away from entry-level platforms is being driven by the need for: 

• Real-time visibility into financials 

• Scalable, future-ready infrastructure 

• Comprehensive and customisable reporting 

• Advanced automation and workflow efficiency 

• Multi-entity and cross-functional capabilities 

• Expert guidance and support from trusted providers

Envisage: Experts in Sage Intacct and Sage 200  

At Envisage, we help businesses simplify financial management and unlock smarter growth with Sage. As accredited Sage 200 and Sage Intacct partners, we specialise in tailoring solutions that align with your operations, whether you’re just beginning to outgrow QuickBooks or preparing to scale across regions. 

From initial consultation to implementation and support, our team works closely with you to design a system that delivers long-term value. 

Is it time to move on from QuickBooks or Xero? 

If you’ve outgrown your current software or feel restricted by its limitations, now is the time to explore what Sage Intacct and Sage 200 can offer. 

Let’s talk about how Envisage can support your next stage of growth. Book a demo today or contact us to learn more about Sage 200 and Sage Intacct. 

About the Author

Picture of Ivan Darmody

Ivan Darmody

Ivan is a customer-centric self-starter with a passion for technology. With extensive sales experience in various industries, he has focused on problem-solving customers’ requirements and providing the best solutions to streamline their processes while maximising potential utilising both direct and indirect sales channels.

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Navigating Financial Complexity with Sage Intacct Core Financials

by AccountingFinanceSage Intacct
  • Accounting, Finance, Sage Intacct

As organisations expand across regions, managing finances through traditional methods can become a significant challenge. Globalisation, the rise of remote work, and the increasing need for real-time data insights are reshaping how financial management is approached. 

This is where Sage Intacct Core Financials comes in – a central accounting software platform that integrates financial data from all other Sage Intacct modules. In this blog, we break down its key components and explore how it can transform your financial management. 

What Are Core Financials? 

Core Financials are the essential accounting functions that form the backbone of any financial management system. With Sage Intacct, these components include: 

• General Ledger (GL): The foundation of your accounting system, providing a comprehensive view of your financial position. 

• Accounts Receivable: Simplifying the process of managing incoming payments and customer invoices. 

• Accounts Payable: Efficiently managing outgoing payments to vendors and suppliers. 

• Cash Management: Monitoring cash flow to ensure your business remains solvent and can meet its obligations. 

• Order Management: Automating the order-to-cash process to enhance customer satisfaction and operational efficiency. 

• Purchasing: Managing procurement processes to optimise spending and supplier relationships. 

By integrating these functions, Sage Intacct helps businesses achieve simplified operations and improved financial visibility. 

Key Benefits of Sage Intacct Core Financials 

Improved project and financial visibility:

With real-time insights into your financial data, you can monitor project performance and make informed decisions quickly. This visibility helps identify potential issues before they escalate, ensuring your projects stay on track. 

Enhanced decision-making:

Sage Intacct’s capabilities provide better-informed, timely decisions. With comprehensive reporting and analytics, you can easily identify trends and opportunities for growth. 

Cloud-powered efficiencies:

Sage Intacct eliminates the operational costs associated with traditional accounting software by utilising a cloud infrastructure. This enables seamless integration with best-of-breed solutions, such as Salesforce, without incurring excessive IT expenses.  

Best-in-class accounting platform:

Sage Intacct has earned the highest product score in Core Financials, according to Gartner, Inc. This recognition reflects its commitment to delivering a flexible and configurable accounting solution tailored to meet diverse business needs. 

Tailored for Growing Businesses 

For organisations operating across multiple locations or entities, managing decentralised payables, inter-company billing, diverse tax regulations, and various currencies can be overwhelming. Sage Intacct simplifies these complexities, allowing businesses to view combined data from different entities or drill down into specific metrics within a single system. This flexibility is crucial for informed decision-making and simplified financial operations. 

Take the Next Step in Financial Management 

Sage Intacct Core Financials provides a comprehensive solution for businesses looking to enhance their accounting processes. With its robust features, cloud capabilities, and strong industry recognition, it stands as the preferred choice for organisations looking to transform their financial management systems. 

Envisage is a Sage Intacct partner in Ireland and the UK, committed to helping businesses leverage this powerful financial management software to achieve greater efficiency and success.  

For more information on Sage Intacct and how it can benefit your organisation, please don’t hesitate to reach out.  

Webinar Series: Deep Dive into Core Financials  

To further educate businesses on how to harness the power of Sage Intacct Core Financials, we are excited to announce the webinar recording on the Sage Intacct Webinar Series. The webinar provides a deep dive into Core Financials, offering valuable insights into how Sage Intacct can transform your financial management. 

You can discover: 

• Automation of Key Financial Processes: Learn how to reduce manual intervention and improve efficiency through automation. 

• Simplification of Multi-Entity Consolidations: Understand how to achieve better accuracy and efficiency in consolidating financial data across entities. 

• Real-Time Insights for Smarter Decision-Making: Discover how to leverage real-time data for informed decision-making, enhancing your strategic initiatives. 

• Streamlined Operations with Data-Driven Strategies: Gain insights into how data-driven approaches can optimise your financial operations and lead to better outcomes. 

• Leveraging AI for Automatic Data Validation: Explore how artificial intelligence can enhance the accuracy of your data and reduce the risk of errors in financial reporting. 

Watch here: https://bit.ly/4dLWYbB  

About the Author

Picture of Ivan Darmody

Ivan Darmody

Ivan is a customer-centric self-starter with a passion for technology. With extensive sales experience in various industries, he has focused on problem-solving customers’ requirements and providing the best solutions to streamline their processes while maximising potential utilising both direct and indirect sales channels.

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The Future of Financial Management: How CFOs Can Embrace Automation and Thrive

by AccountingFinanceSage Intacct
  • Accounting, Finance, Sage Intacct

As businesses across Ireland and the UK embark on their digital transformation journeys, the role of the CFO is evolving in ways we’ve never seen before. Technology, specifically financial management software like Sage Intacct, is revolutionising how finance leaders operate. 

Automation is reshaping business processes, helping CFOs transition from being number-crunchers to strategic advisors. By automating time-consuming tasks, you’re not just saving hours – you’re gaining the bandwidth to focus on high-level decisions that drive growth. Your time is invaluable, and automation is here to help you make the most of it. 

The Power of Automation for CFOs

Imagine having an assistant handling mundane, repetitive tasks while you dedicate your attention to the bigger picture? That’s what automation does for CFOs today. With intelligent systems managing the heavy lifting, you can focus on strategy and insight-driven decision-making. 

Automation is no longer a luxury – it’s a necessity. From financial reporting to data entry and invoice processing, automation enables you to offload manual tasks, ensuring that accuracy and efficiency are baked into every process. 

According to research, automating the financial close could save your business up to 24 working days a year. That’s time you can reinvest into analysing financial performance, forecasting, and more. 

Save Time, Improve Accuracy with Sage Intacct 

Manual processes are inherently prone to errors, and even small mistakes can have a ripple effect, leading to costly consequences. With cloud accounting software like Sage Intacct, you can automate your workflows, ensuring precision and reliability in everything from forecasting to financial consolidation. 

Take invoice processing, for instance. With Sage Intacct, invoices are captured and processed through machine learning algorithms. Based on your historical actions, the system intelligently assigns appropriate dimensions and sets approval stages – without needing manual intervention. This reduces errors, speeds up processing times, and allows your finance team to focus on strategic decision-making. 

But automation isn’t just about speed. With Sage accounting software systems like Sage Intacct, you’re also gaining real-time access to critical financial data. Forget waiting for manual reports – now you can pull up-to-date insights in just a few clicks, giving you the ability to act swiftly and strategically in response to market changes. 

Automation Ensures Compliance and Reduces Risk 

As CFO, you’re tasked with maintaining the financial health of your organisation while ensuring compliance with constantly evolving regulations. Financial management software such as Sage Intacct streamlines compliance processes, reducing the risk of errors and ensuring you remain audit-ready. 

Automation is an incredible asset for CFOs who need to maintain accurate, transparent records while adhering to compliance frameworks. By automating controls and workflows, you’ll be better prepared for audits and able to maintain the trust of key stakeholders. 

Automation and Reporting: The Backbone of Strategic Decision-Making 

CFOs depend on accurate, timely reporting for key decision-making. But when reporting relies on manual data entry and spreadsheet manipulation, errors become almost inevitable, and the process itself becomes a significant drain on time and resources. 

Automating your financial reporting with cloud accounting software takes that burden off your shoulders. Instead of spending hours compiling data from multiple sources, Sage Intacct consolidates information from your accounting software, CRM, and other systems, ensuring your reports are accurate, up-to-date, and easy to produce. 

This level of integration enables you to focus on high-value activities like identifying trends and providing insights that move your organisation forward. 

The benefits don’t stop there. With systems such as Sage Intacct, you can create dynamic, automated budgeting models that update with real-time data. No more spreadsheets; these models adjust automatically, ensuring your forecasts are always accurate and up to date. 

Real-World Applications of Financial Automation 

Beyond reporting, automation can revolutionise every aspect of your finance function. Here are just a few examples of how financial management software can help your business: 

1. Automated Financial Consolidation: Managing multiple entities or complex financial structures? Automation will save you significant time, automatically consolidating data and producing accurate financial statements. 

2. Automated Variance Analysis: Keep an eye on performance by automatically calculating variances between actuals and budgets. You’ll always know where to focus your attention. 

3. Customisable Reporting Templates: Generate professional reports with just a few clicks. These templates are fully customisable to suit your audience, whether it’s internal stakeholders or external investors. 

Beyond Reporting: Automation’s Wider Impact on Business Performance 

Automating your finance processes doesn’t just save time. It boosts the overall performance of your business. By freeing up your team’s time from manual tasks, you empower them to tackle higher-impact projects, from implementing new technologies to expanding into new markets. 

At Envisage, we’ve seen first hand how Sage Intacct helps businesses in Ireland and the UK accelerate and improve productivity. Our customers tell us how automation has allowed them to focus on the bigger picture, knowing their day-to-day processes are running smoothly in the background. 

The Human Impact of Financial Automation 

Automation isn’t just about processes – it’s about people. When your finance team isn’t bogged down with manual tasks, they can concentrate on adding value in other ways, whether that’s analysing financial trends, collaborating with other departments, or developing new skills. 

Your team’s productivity will soar when you introduce Sage Intacct. Automation reduces the chance of burnout from repetitive tasks and long hours, enabling your team to focus on meaningful work. And when people feel fulfilled, they’re more likely to stick around. 

Automation also promotes professional growth. By taking over routine tasks, it allows your employees to learn new tools and technologies, making them more valuable to your organisation. 

AI and the Future of Financial Automation 

Looking ahead, the future of automation in finance lies in AI. Sage Intacct is already at the forefront of this revolution, using AI to process data faster than ever before. This allows finance teams to spot trends, forecast outcomes, and provide insights that can transform business strategies. 

AI isn’t about replacing human intelligence, it’s about enhancing it. When AI-driven insights are combined with human expertise, CFOs can make informed, strategic decisions faster than ever before. 

Final Thoughts: Why Envisage Is Your Ideal Partner

The future of finance is here, and automation is the key to unlocking your full potential as a CFO. But to truly reap the benefits, you need the right tools and the right partner to implement them. 

That’s where Envisage comes in. As a trusted Sage Business Partner, we specialise in Sage Intacct services across Ireland and the UK. Our team of experts will help you tailor Sage Intacct to your unique business needs, ensuring seamless implementation and ongoing support. 

Ready to see how Sage Intacct can transform your finance function? Request a Sage accounting software demo today, and let us help you take control of your financial future. 

About the Author

Picture of Steve Boyes

Steve Boyes

Steve Boyes, the Operations Director at Envisage, brings over 20 years of experience in accounting and IT to the table. With a robust background in specifying, designing, implementing, and supporting strategic solutions for SMEs, public sector, and not-for-profit organisations, Steve excels in addressing clients' real business problems and requirements rather than just focusing on technology. His approach has led to the successful execution of projects with some of Ireland's best-known companies.

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Unlocking Financial Success with Strategic Planning and Budgeting

by AccountingSage Intacct
  • Accounting, Sage Intacct

As the new financial year approaches, the importance of meticulous planning and budgeting cannot be overstated. In an era where businesses are increasingly reliant on data, technology, and forward-thinking strategies, preparing a strong financial foundation is key to ensuring a successful year ahead. Whether you’re in Ireland or the UK, adopting advanced financial software solutions like Sage Intacct accounting software can significantly enhance your planning efforts, equipping you with the tools to excel in an evolving financial landscape. 

By using Sage Intacct, you gain a competitive edge in financial planning with real-time insights, seamless multi-entity consolidations, and automation of routine tasks. This solution helps CFOs and finance teams respond swiftly to market changes, streamline operations, and make strategic decisions with confidence. At Envisage, we specialise in implementing and optimising Sage Intacct, offering over 20 years of expertise to ensure your financial systems are agile and primed for success. In this blog, we’ll explore how Sage Intacct can improve forecasting and help businesses across Ireland and the UK position themselves for long-term growth. 

The Power of Data-Driven Decisions 

Gone are the days when business decisions were based on gut instinct alone. Today, data-driven insights form the backbone of effective decision-making. Financial leaders must analyse vast amounts of data to steer their businesses toward success, and advanced financial management software is crucial for this role. By leveraging real-time visibility into your finances, you can identify trends, optimise operations, and make more strategic choices. 

For example, a growing company looking to expand into new markets can use advanced reporting tools to assess the financial implications of such an expansion in real time. This helps evaluate costs, project revenue, and ensure compliance across different regions, providing the insights necessary to move forward confidently.

Embracing the Evolving Role of CFOs

In today’s financial landscape, the role of the CFO has expanded beyond overseeing books to driving business strategy, integrating technology, and fostering cross-departmental collaboration. This trend is especially pronounced in Ireland and the UK as businesses face increasing competition and regulatory demands. 

Today’s CFOs need a blend of financial acumen, strategic foresight, and technological proficiency. Sage Intacct supports this expanded role by offering CFOs the tools to streamline financial operations while providing the insights necessary for effective strategic planning. Its cloud-based platform ensures that finance leaders have access to critical data anytime, anywhere, keeping them connected and responsive in today’s fast-paced business environment. 

Technology as a Catalyst for Success 

Technology continues to reshape the finance industry, driving efficiency, accuracy, and innovation. One of the key benefits of Sage Intacct accounting software is its ability to automate routine financial processes, freeing up valuable time for CFOs and finance teams to focus on more strategic initiatives. Automating tasks such as invoice processing, reconciliations, and financial reporting reduces human error while enhancing overall efficiency. This enables finance teams to dedicate more time to growth-focused activities. 

Additionally, Sage Intacct incorporates AI and machine learning tools to help businesses gain predictive insights, enabling better forecasting of trends and proactive decision-making. It also identifies anomalies and flags potential issues early on, giving CFOs the ability to mitigate risks before they escalate. 

Mastering Financial Metrics for Long-Term Success 

Understanding and mastering financial metrics is essential for any business aiming to succeed in today’s competitive marketplace. Metrics such as cash flow, profit margins, and return on investment offer valuable insights into business health. Managing these metrics can be daunting without the right tools. 

Advanced financial management software simplifies the process, allowing businesses to monitor and manage key financial metrics with ease. For instance, real-time financial dashboards enable CFOs to track performance against key metrics and identify areas for improvement. This real-time access ensures businesses can stay agile and adjust strategies as needed to meet their financial goals. 

For companies operating across multiple entities, multi-entity consolidation features are game changers. They simplify the consolidation of financial data across various entities, providing CFOs with a clear and accurate overview of the business’s overall performance, enabling more informed decisions that drive growth. 

Building a Strong Foundation for the Future 

As businesses prepare for the new financial year, focusing on both immediate financial concerns and long-term strategic goals is crucial. Implementing Sage Intacct can help businesses build a solid financial foundation that supports growth, innovation, and sustained success. 

By leveraging advanced financial management software, businesses can enhance their financial reporting, streamline budgeting processes, and gain deeper insights into performance. Whether you’re focused on improving data-driven decision-making, automating workflows, or gaining a competitive edge through technology, Sage Intacct provides the capabilities to achieve your goals. 

With the Sage Intacct Budgeting and Planning software, you can easily collaborate with department heads, present budget options to management, and model various scenarios without the hidden errors of spreadsheets. This software helps you avoid issues such as broken links and version-control problems, enabling you to focus on strategic plans that use business opportunities and mitigate risks. 

At Envisage, we are proud to be a trusted Sage Intacct partner with over 20 years of experience helping businesses implement and optimise Sage financial management systems. Our team of experts understands the challenges faced by CFOs and finance teams in Ireland and the UK and is committed to delivering tailored solutions to meet the unique needs of your organisation. 

Schedule a Sage Intacct demo with us to learn how this advanced financial management software can assist you in planning and advancing your business, with confidence.  

We’ll be exhibiting at this years ERP HEADtoHEAD™ event, where we’ll have a more detailed demonstration on Sage Intacct Business Intelligence & Analytics and Finance solutions.

If you’d like to attend this demo or just come and chat to a member of our team, click below to register.

Don’t forget to use promo code Envisage20 for an early-bird discount.

About the Author

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Chris Hawley

Chris is the Managing Director at The Noledge Group and brings over 34 years of experience delivering ERP solutions across industries like retail, distribution, manufacturing, and construction. During his 24 years at Sage, he worked with nearly every product and notably transformed Sage 200 as its Product Manager, turning it into a leading solution for SMEs in the UK and Ireland. Chris takes pride in the continued success of Sage 200, supported by Sage Business Partners like Envisage.

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TASBooks Coming to an End – What Are My Options?

by AccountingSageSage 200Sage Intacct
  • Accounting, Sage, Sage 200, Sage Intacct

TASBooks has been around for over three decades now and it’s an accounting solution used by many small and medium-sized businesses. However, as of 31st August 2024, Sage will be retiring TASBooks software. This decision is understandably a concern for accounting departments who are reliant on its functionality, but don’t worry, there are lots of other options available to support the day-to-day financial operations of your business. 

After August, there is no guarantee that TASBooks will continue to function and the software will no longer be supported or updated. Any other Sage products you use, such as Payroll, will continue to work but they won’t be tested to integrate with TASBooks. So, now is the ideal time to consider your options. Perhaps your business has grown or evolved since you first purchased TASBooks. It would be worth reviewing other Sage accounting software options to find the solution that best fits your business now and into the future. This is a strategic move for business owners that can impact everyday operations and streamline processes for accounting teams.  

As your business evolves, so should the tools you use to manage your financial information and Sage is committed to providing the best products to support your business. Below we have put together some useful information for SMEs that are currently using TASBooks, including some alternative software solutions to consider. 

Why is TASBooks Being Retired?

Sage continually reviews the software solutions it offers to ensure they align with modern business needs. Over the years, advancements in technology have significantly impacted the types of software that businesses use and it’s key for companies like Sage to invest in the right solutions both now and in the future. The option to retire TASBooks is a reflection of Sage’s commitment to providing the best accounting software to businesses. While TASBooks has been a reliable tool for many years, Sage is now focusing on more robust systems that offer greater functionality and integration capabilities. 

Exploring Alternatives for Accounting Teams 

If you’re currently using TASBooks, it’s beneficial to start exploring some alternative accounting software options. Staying within Sage offers several benefits and can make the transition process much more straightforward. There are a couple of stand-out options that can replace TASBooks; Sage 200 and Sage Intacct. Both of these products offer a variety of integrated tools and features that can help you manage different aspects of your operations.  

  • Sage 200 

Sage 200 is a popular software solution among small and medium-sized businesses, especially those wanting to grow their operations. This product extends beyond the capabilities of TASBooks by offering a fully integrated suite of ledgers. It can be used as a stand-alone solution or be integrated with a variety of other applications to suit specific business processes and requirements. Sage 200 can support decision-making through its comprehensive data insights and advanced reporting tools providing full transparency into your financial status. The option to automate repetitive and time-consuming tasks can be hugely beneficial too, streamlining operations and reducing the likelihood of human error. Ultimately, it’s an all-around solution that can increase efficiencies for accounting teams.  

  • Sage Intacct 

Sage Intacct is a leading cloud-based financial management solution, ideal for businesses that need advanced functionality. This software can transform day-to-day business processes and boost overall productivity. It provides real-time financial and operational insights, reducing your reliance on inflexible spreadsheets, and enables you to automate several essential workflows. For businesses with multiple locations or entities Sage Intacct Core Financials can support accounting teams and it easily connects with other industry-specific solutions to ensure all of your needs are met. Not to mention, Sage Intacct’s cloud-based nature ensures it can scale alongside your business, supporting your growth without the need for substantial additional investment, making it a long-lasting solution.  

Determining the Best Fit for Your Business

When transitioning from TASBooks to another Sage accounting software solution, it’s key to ensure you’re making the right decision for your business. This requires careful consideration of how you currently use the software as well as any functionality that could benefit your business’ accountants. Here are some steps to help you determine which Sage product is the best choice for your business;  

• Assess your needs – Review what you currently use TASBooks for on a day-to-day basis. Identify the features you can’t do without and are having the biggest impact on operations. It’s useful to also consider any additional needs that aren’t being met and features that could improve efficiency or reduce costs by streamlining processes. 

• Consider your growth plans – It’s always beneficial to think about where you see your business in the next 5-10 years. For instance, will you need a product that scales or offers more extensive reporting and analytics? It’s also vital to choose accounting software that can adapt to changing market conditions and business opportunities without being overly complicated to use or manage. 

• Evaluate integration requirements – Consider what other systems your business uses in other aspects of operations, from e-commerce and sales to inventory and supply-chain. It’s crucial to ensure the new software integrates with any existing systems to not only ensure data flow and reduce the risk of errors, but increase visibility and improve overall operational efficiency. 

• Seek advice – It can be useful to speak to a Sage expert who can provide insights and recommendations based on your specific business needs. An external perspective can help identify potential benefits and drawbacks of software that might not be immediately obvious, ensuring a well-informed decision. 

Upgrading Your Accounting Software in Ireland  

All in all, the retirement of TASBooks marks the end of an era, but it also opens new doors for businesses looking to leverage more advanced technology. With a range of Sage accounting software solutions to choose from, you can ensure you’re integrating new products that will help transform your business’ financial operations. As Sage continues to deliver innovative and efficient solutions, now is the ideal time to plan your transition from TASBooks to ensure your business isn’t impacted in August.  

At Envisage, we specialise in Sage accounting software in Ireland. Our expert team is ready to help you find the ideal solution to replace TASBooks. Over the years, we have successfully migrated many customers from TASBooks to an alternative Sage solution. You can turn to us in confidence knowing we will take the time to understand your needs and our team will be open and honest throughout, enabling you to make the best decisions for your business. Don’t hesitate to get in touch with us today to find out more about how a new Sage accounting software can transform your operations both now and in the future. 

On June 19th, we will host a webinar “Paving the way for growth with Sage Software”.

The following topics will be discussed:

• Accounting Software Evolution
• AI and Future Trends In The Market
• Challenges Facing Small-Mid Businesses
• The Positive Impact of Sage Software
• Choosing The Right Solution For Your Business

See link to register: https://envisagecloud.co.uk/paving-the-way-for-growth-sage-software-webinar/

About the Author

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Ivan Darmody

Ivan is a customer-centric self-starter with a passion for technology. With extensive sales experience in various industries, he has focused on problem-solving customers’ requirements and providing the best solutions to streamline their processes while maximising potential utilising both direct and indirect sales channels.

Young woman with a cup of coffee and a humanoid robot working while sitting at a laptop in a modern office. Collaboration between humans and artificial intelligence.

Transforming Accounting and Finance with AI for Sage Intacct

by AccountingAIFinanceSage Intacct
  • Accounting, AI, Finance, Sage Intacct

In today’s fast-paced business environment, organisations are constantly seeking ways to improve operational efficiency and drive growth. One area where technology is making a significant impact is in accounting and finance. Sage has been at the forefront of this transformation, leveraging the power of artificial intelligence (AI) to revolutionise how businesses manage their finances.

At Sage Transform 2024, Sage unveiled Sage Copilot, an AI-powered productivity assistant designed to automate workflows, manage cash flow, and generate and send invoices with simple, natural language commands. Sage Copilot acts as a trusted partner, handling administrative tasks, identifying errors, and providing actionable insights in real-time. This innovative tool enables businesses to improve efficiency, reduce manual errors, and drive growth.

In this blog, we explore the transformative impact of AI on accounting and finance, focusing on Sage Intacct’s innovative AI-powered solutions.

Enhancements to Sage Intacct

The latest enhancements to Sage Intacct promise to streamline operations and boost productivity for businesses. AI-powered project and resource management provide greater visibility into resourcing and help keep projects on time. Additionally, forms and operational flows have been improved to help businesses work better and get more done. These enhancements are designed to optimise and automate project management tasks, allowing businesses to focus on their core competencies.

Sage Intacct with AWS for Modern Finance

Sage partnered with Amazon Web Services (AWS) to enhance how small and medium-sized businesses (SMBs) optimise their operations with generative AI. This collaboration will inform Sage Copilot and serve as a foundation for SMBs to navigate local accounting and compliance applications. The agreement not only enables SMBs to leverage Sage Intacct in the AWS Marketplace but also helps them navigate the complexities of modern finance and address environmental responsibilities with cutting-edge solutions.

The Advantages of AI for Finance Teams

For Sage Intacct users, AI offers a range of specific benefits tailored to finance departments. These include the following:

• Simplified Automation: Sage Intacct leverages AI for automated financial tasks like invoice processing and expense management, reducing errors and improving efficiency;

• Insightful Analytics: AI-powered analytics in Sage Intacct offer actionable insights into financial performance and trends, aiding in informed decision-making;

• Proactive Forecasting: Sage Intacct’s AI capabilities enable predictive analytics for forecasting financial outcomes and identifying risks and opportunities;

• Tailored Reporting: AI-driven reporting tools in Sage Intacct allow for quick and accurate generation of customisable financial reports, aiding in timely analysis;

• Fraud Prevention: Sage Intacct’s AI algorithms detect anomalies in financial data, aiding in the detection and mitigation of fraud risks;

• Personalised Recommendations: AI algorithms analyse customer and transaction data in Sage Intacct to offer personalised financial recommendations;

• Compliance Support: Sage Intacct automates compliance checks and reporting processes, ensuring adherence to accounting standards and regulations;

• Cost Efficiency: Sage Intacct helps identify cost-saving opportunities and optimise resource allocation for improved profitability;

• Streamlined Workflows: AI-driven workflows in Sage Intacct automate approval processes, reducing manual effort and accelerating financial transactions;

• Scalability and Flexibility: Sage Intacct’s cloud-based platform with AI capabilities enables seamless scaling and adaptation to changing business requirements.

Transform Your Finance Team with Envisage

Sage Intacct’s AI-powered solutions are transforming the accounting and finance landscape, enabling businesses to improve efficiency, reduce errors, and drive growth. With Sage Copilot and the latest enhancements, businesses can streamline operations, boost productivity, and make smarter decisions.

Envisage has a skilled Sage technical team in Ireland, specialising in implementation, support, and development. Contact us if you’re thinking about upgrading your accounting software to streamline operations for your finance teams. Our experts can simplify the process of upgrading your current software and integrating Sage Intacct.

Get in Touch

About the Author

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David Burke

David Burke, the Technical Director for Envisage, is responsible for developing bespoke and off-the-shelf solutions, including easyDD for Sage. In 2023, he achieved accreditation as a Sage Intacct Implementation Certified Consultant.

Enhancing Business Efficiency with Sage 200 Features

A Sage Guide for Accountants and Consultants

by AccountingSage 200Sage 50Sage Intacct
Enhancing Business Efficiency with Sage 200 Features
  • Accounting, Sage 200, Sage 50, Sage Intacct

The digital age has revolutionised the way businesses operate, but it isn’t always easy to know which type of software can be used to improve efficiency and performance. As an accountant or consultant, you may find yourself in a position where you notice your clients would benefit from upgrading their current accounting applications to something more advanced. However, you might not know what modern software to recommend.

Sage accounting software can benefit businesses of all sizes and it’s worth exploring in more detail, regardless of who your client is, the size of their business or what industry they operate in. Our teams at Envisage and Pimbrook are working together once again to provide advisory services to accountants and consultants so they can match their clients with the best Sage solutions, helping them to overcome the challenges they’re currently facing.

Below we have explored Sage software solutions in more detail and touched on the importance of choosing the right Sage partner to guide you towards the best products for your clients.

An Overview of Sage 50, Sage 200 and Sage Intacct

The Sage product range caters to businesses of various sizes, industries and complexities. While Sage 50 is an ideal fit for small businesses, Sage 200 is often better suited to medium-sized businesses. On the other hand, Sage Intacct is the go-to choice for advanced financial management and accounting needs.

There is always a next step within the Sage product portfolio too. So, clients can start small and move up the range as they scale up and expand their operations. Here is an overview of the Sage software offerings:

Sage 50

Sage 50 is the ideal product for smaller businesses, giving a complete view of finances and inventory. It includes financial management tools, such as invoicing, billing and inventory management, and can simplify day-to-day operations for accounts departments. With a user-friendly interface, Sage 50 software is also ideal for businesses with in-house bookkeepers or accountants who need to simplify basic processes such as invoicing and financial management along with more complex business accounting tasks. The financial reporting and forecasting capabilities can be tailored to business-specific needs, and will support cash flow management too.

Sage 200

Sage 200 suits growing, medium-sized businesses and there are two options to choose from; Sage 200 Standard or Sage 200 Professional. This solution can support various business processes and help to manage both customers and suppliers. With detailed reporting and analytics, it has the capability to handle more complex financial structures, and Sage 200 software can be integrated with a host of integrated applications. It’s ideal for driving efficiencies through automation and can simplify day-to-day operations.

For businesses that need a scalable solution, Sage 200 is an excellent choice. It can support more users, transactions, internal departments and warehouses, and can be tailor-made to meet specific needs.

Sage Intacct

Sage Intacct is the latest cloud-based Sage accounting software. It’s a powerful financial management solution that’s suited to medium to large organisations. Sage Intacct provides real-time financial and operational insights, and has impressive functionality. With multi-entity and multi-currency support, it’s ideal for businesses operating both globally and locally. Although it offers best-in-class accounting functionality, it has a simple and modern interface making it straightforward to use and can streamline manual processes.

This solution is perfect for organisations that are looking for a modern and agile solution to help accelerate their growth. Sage Intacct is trusted by financial professionals from a range of industries to drive their successes.

The Importance of Choosing the Right Sage Partner

Choosing the right Sage product for a client’s unique needs is just the first step. To truly harness the power of Sage software, it’s crucial to find the best partner. A Sage Partner can help turn complex scenarios into simple solutions.

Sage Software Knowledge – An experienced Sage partner will have the skills and knowledge to recommend the right software to transform day-to-day operations. They can support you in your conversations with clients and ensure you’re making the best suggestions. They will stay up-to-date with the world of software, so you don’t have to.

Customised Implementation – Every business is unique and a credible partner will ensure that a Sage solution is tailored to your client’s specific needs. They offer efficient and hassle-free implementation services to remove the stress associated with introducing new software. Regardless of how big the project may be, it will be handled by an expert team and support will be provided every step of the way.

Software Training – To maximise the benefits of any Sage software, the accounting team needs to know how to use it effectively. A good partner will provide comprehensive training sessions to your clients and their employees, answering any questions to ensure they’re making the most of the available functionalities.

Ongoing Support – A dependable Sage Partner won’t just assist with the initial setup but they will provide ongoing support, ensuring smooth operations and timely updates. They can make using Sage software solutions an enjoyable experience and will be on hand to help whenever may be required. They can provide advice as a business grows too, ensuring their software remains suitable for their everyday needs.

Searching for a Sage Partner in Ireland?

Ultimately, Sage offers a spectrum of products that are designed to meet diverse business needs. By understanding the basics about each product and partnering with a reputable Sage Partner, accountants and consultants can equip their clients with the tools they need for success. Should you require any guidance in selecting the best Sage solutions for your clients, our team at Envisage and our partner Pimbrook is here to assist you.

Envisage and Pimbrook have worked in collaboration for several years to ensure that clients’ are accurately matched to the right Sage products. Our expert Sage consultants work with like-minded accountants and consultants to achieve the common goal of delivering the best possible solutions for their clients. You can rely on both Envisage and Pimbrook to deliver a high-quality project, and ensure that your clients have a positive experience throughout.

Sign up for this interactive panel-style webinar, where you’ll learn:

– Advice and Best Practices for Advising Clients on Finance/ERP systems
– Use Case Scenarios
– The Distinguishing Features of the Sage Product Range