Sage Intacct Archives

Finance professional using Sage Copilot AI assistant inside Sage Intacct

What is Sage Copilot, and How is it Changing the Game for Sage Intacct Users?

August 19, 2026

by altitude Sage Copilot Sage Intacct

Sage Copilot, Sage Intacct

Finance teams are constantly being asked to report faster and with greater accuracy, even as their workloads keep piling up rather than easing off. For businesses already running Sage Intacct, AI has become a major part of that discussion. AI tools are capable of cutting manual data entry by up to 90%. But for most Financial Controllers, the real question isn’t whether AI has value – it’s how that value actually shows up in the day-to-day work of a finance team.

That’s where Sage Copilot fits in.

What is Sage Copilot?

Sage Copilot is an AI productivity assistant built straight into the Sage platform, created to speed up everyday work and help support stronger decisions. It’s capable of automating routine tasks, surfacing useful insights, and assisting with compliance – and unlike a generic AI chatbot sitting outside your systems, it’s built directly into the Sage products your team is already using.

How is it different from a generic AI chatbot?

Most businesses will already have experimented with AI tools that answer questions or pull together summaries. The trouble is, a general-purpose chatbot isn’t designed with a finance team’s specific needs in mind, and it has no access to the data actually held in your accounting system – so you end up having to supply all the context yourself.

Sage Copilot avoids that problem by operating within the Sage environment itself, meaning there’s no need to shift data into a separate tool. Depending on the product and how it’s set up, it can help track financial performance, highlight anomalies and potential errors, automate repetitive work and spot opportunities – putting generative AI to work inside the processes your team already relies on, rather than introducing a new one.

Where Sage Copilot actually helps

Copilot proves its worth on specific, everyday tasks rather than as a catch-all assistant.

Ask questions in plain language

Rather than trawling through reports to track down a single figure, users can simply ask: which costs have gone up the most this quarter, why operating expenses have exceeded budget, or which customers still have balances outstanding. For a Financial Controller, that means being able to look into a variance without first having to pull together all the underlying data – leaving more time to focus on what those numbers actually mean.

Supports reconciliation

Copilot is able to identify patterns, propose matches and highlight discrepancies, drawing together the relevant details for review. The finance team remains in charge of the process throughout, but the routine legwork moves faster, letting attention shift to the transactions that genuinely warrant it.

Assists with forecasting

By working through existing data and historical performance patterns, Copilot can help finance teams identify trends and flag things worth acting on ahead of time – giving Finance Directors an additional perspective on the figures behind a forecast, while the judgement and planning remain firmly in the hands of those responsible for them.

The practical questions businesses ask first

a) How do users access it?

There’s no new platform to get to grips with – Copilot is built into your existing Sage system. No technical background is needed, although some training and support can help teams get more out of it early on.

b) Does it work with our existing setup?

That depends on your current configuration. A Sage Partner can assess what you’re working with and advise on the best way to bring it in.

c) Is it the same as Microsoft Copilot?

No – the two are completely separate assistants. Sage does connect with Microsoft tools such as Excel in certain areas, but Sage Copilot is a Sage product in its own right, not a rebadged Microsoft one.

d) Does it require technical knowledge?

No. It’s designed for finance professionals rather than technical specialists. The more important question is where it can genuinely strengthen your existing processes – and that’s usually best figured out with a partner who understands both the product and your business.

Get more value from Sage Copilot with Envisage

Having access to Sage Copilot is just the starting point – the real value lies in knowing where to focus it. At Envisage, we help UK businesses using Sage Intacct assess their current processes and pinpoint the practical areas where AI can make a genuine difference, without needing a wider system overhaul.

Book a demo with Envisage to see how AI-powered features could support your team.

About the Author

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.

Laptop with blank screen on wooden desk representing Sage Intacct and Sage 200 ERP comparison for UK businesses

Sage Intacct or Sage 200: Which One Fits the Way Your Team Already Works?

July 29, 2026

by altitude Accounting Sage 200 Sage Intacct

When weighing up finance systems, it’s tempting to focus on which one packs in more features – but a longer feature list doesn’t automatically mean a better result for your business. The question that really matters is simpler: does the software fit how your team already operates, or will your team have to change the way they work just to accommodate it?

This is exactly the question at the heart of choosing between Sage Intacct and Sage 200.

Both are robust, feature-rich Sage products. Sage Intacct is a cloud-native platform designed for finance-led organisations that need to scale, consolidate accounts, and report across multiple dimensions – and its reach goes well beyond finance alone, with built-in tools for projects, contracts, construction, stock and order management. Sage 200, meanwhile, is an established, closely integrated ERP system aimed at businesses that want tight, single-platform oversight of sales, purchasing, stock and finance right from the start. The decision isn’t really about which system offers more – it’s about which one aligns with how your business is set up and where it’s going next.

Start with how your team works

Before diving into a feature comparison, take a step back and look at how your finance and operations teams currently function.

In some organisations, finance operates centrally, pulling together data from several entities, sites or subsidiaries. In others, a single team handles sales, purchasing, stock control and financial reporting together, day after day, within one shared system. Both approaches are widely used and well supported – what matters is identifying which one reflects your business now, and where you’re aiming to take it.

Built for consolidation, scale and financial depth

Sage Intacct is designed specifically for finance teams overseeing multiple entities, sites or business units, with consolidated reporting across various dimensions built into its core. Being cloud-native, it stays up to date automatically and connects readily with other specialist tools your business may already rely on, whether that’s a CRM system or sector-specific software.

It’s important to note that Sage Intacct isn’t simply a finance module attached to other systems – it comes with genuine, built-in capability for stock, order processing, projects, contracts and construction, meaning many businesses run their entire operation through it. Its real strength shows at scale: bringing together multiple entities, producing real-time reporting across dimensions, and offering the flexibility to expand the platform as the business grows or brings in specialist tools for particular operational needs.

For organisations dealing with growth, multiple entities or increasingly complex reporting demands, Sage Intacct is built to keep pace, so your team won’t outgrow the platform.

Built for tightly integrated, hands-on operations

Sage 200 is built for businesses that want sales, purchasing, stock control and finance operating natively within a single, closely integrated ERP system. Its real strength lies in operational depth, especially for product-based businesses with more complex stock, warehousing or distribution requirements – with daily operations and financial reporting living side by side in the same system from the outset.

This has nothing to do with company size, businesses with one entity or several run Sage 200 successfully alike. It comes down to working style: teams who prefer their core operational functions built directly into the same system as finance, rather than pieced together through separate integrations, generally find Sage 200 matches how they already work.

What this looks like day to day

Imagine a finance team responsible for group-wide reporting across several trading entities, each with its own blend of sales, stock and purchasing activity. Sage Intacct brings that picture together centrally, whether the source data comes from Intacct’s own operational tools or from specialist systems the business already uses – giving finance a real-time, dimensional view without the need for manual reconciliation.

Now picture a business of any size where the same team raises sales orders, handles purchasing, keeps a close eye on stock and manages the accounts, sometimes all within the same afternoon. In this scenario, having strong operational functionality built directly into the same system as finance is what counts most – and it’s where Sage 200’s ERP depth tends to be the more natural fit.

Adoption matters as much as capability

A system your team doesn’t use to its full potential won’t deliver the value it’s capable of.

How readily people adapt to new software, how smoothly it fits into everyday routines, and how much training is needed all shape whether an implementation pays off long after go-live.

Teams already accustomed to thinking in terms of consolidated, multi-entity financial reporting tend to pick up Sage Intacct quickly, since it reflects how they already view the business. Similarly, teams used to running day-to-day operations and finance closely together tend to settle into Sage 200 just as quickly, for the same reason.

Sage Intacct vs Sage 200: Which fits your team?

Both Sage Intacct and Sage 200 are powerful, complete business management solutions – the difference is what each is built to go deepest on.

If your organisation is managing multiple entities, needs advanced financial consolidation and reporting, or wants a modern cloud platform that scales and integrates easily with specialist tools, Sage Intacct is built to support that, with the added flexibility of native operational functionality when you need it.

If your business wants sales, purchasing, stock and finance running natively within one tightly integrated ERP core, Sage 200 provides that depth from day one.

The best choice isn’t about which system is “better” – it’s about which one best supports the way your business operates today and where you want it to go. By understanding how your teams work, your operational requirements and your growth plans, you can choose the solution that delivers the greatest value for your business.

Choosing the right Sage partner

Picking the right software is only one part of the equation. Two businesses could have exactly the same reporting requirements and still need different systems, purely because of how their teams are set up.

Getting an implementation right depends on understanding how your team works today, where the sticking points are, and what will help them operate more effectively as the business grows.

That’s where a Sage partner with real experience makes a genuine difference.

At Envisage, we help growing businesses evaluate both Sage Intacct and Sage 200 in line with how their teams actually work, not just their reporting requirements or growth plans. Rather than recommending software based on features alone, we focus on finding the solution your team will use well.

If you’re reviewing your systems and want to find the right fit for your team, we’d be happy to help you explore which Sage solution is the best fit. Reach out to us today.

About the Author

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.

Warehouse employee using a tablet to access AI-powered financial management software for real-time business insights.

What Features Should You Look for in Mid-Sized Business Accounting Software?

July 23, 2026

by altitude Accounting AI Sage Intacct

Accounting, AI, Sage Intacct

Most businesses don’t replace their accounting software because it’s stopped working.

They replace it because they’ve outgrown it.

What once handled invoices, payments and month-end reporting with ease now struggles to keep pace with a growing business. Reports take longer to produce, spreadsheets become part of everyday finance, and leadership teams have to wait for the information they need to make decisions.

This is usually when your business might start looking for accounting software built for the next stage of growth.

But with so many options available, what should you actually be looking for?

It starts with better financial visibility

One of the biggest limitations of entry-level accounting software is visibility.

As organisations grow, finance leaders need more than standard profit and loss reports. They need real-time insight into cash flow, margins, entities, departments, projects and overall business performance.

The right accounting software should make that information readily available, not something your team has to build manually every month.

Sage Intacct provides real-time dashboards, flexible reporting and multidimensional analysis, giving finance teams the information they need to support faster, more confident decision-making.

Multi-entity reporting without the spreadsheet headaches

Managing multiple companies, locations or legal entities creates another layer of complexity.

Without the right software, finance teams often spend days consolidating data, checking formulas and reconciling figures across different spreadsheets.

Modern accounting software should automate much of this process.

Sage Intacct allows organisations to consolidate financial information while still drilling into individual entities, departments or locations, making reporting faster, more accurate and far less manual.

Automation that gives your team time back

As transaction volumes increase, repetitive finance tasks quickly become a bottleneck.

Invoice processing, approvals and data entry all consume valuable time that could be spent analysing performance or supporting the wider business.

Automation helps remove much of that manual effort.

Sage Intacct’s Accounts Payable automation can process supplier invoices, match them to purchase orders and receipts, and generate draft bills for review. That not only speeds up processing but also improves accuracy and strengthens financial controls.

AI that supports better decisions

Artificial intelligence is becoming an increasingly valuable tool for finance teams, not because it replaces people, but because it helps them work more efficiently.

Sage Intacct includes AI-powered capabilities through Sage Copilot and AI Agents, helping automate routine tasks, identify unusual activity and surface insights more quickly.

Finance teams can also interact with their data using natural language, making it easier to investigate trends, answer business questions and uncover opportunities without manually building complex reports.

Instead of spending more time preparing information, teams can spend more time acting on it.

An accounting system that reflects how your business operates

As businesses grow, financial reporting becomes more complex.

Rather than creating an increasingly complicated chart of accounts, finance leaders need the flexibility to analyse performance from different perspectives, whether that’s by department, project, location or entity.

Sage Intacct’s intelligent ledger uses multidimensional reporting to provide that flexibility, allowing organisations to generate more meaningful insights without adding unnecessary complexity.

Integration matters

Finance doesn’t operate in isolation.

It relies on information from CRM systems, ecommerce platforms, banking, inventory, project management and other business applications.

When those systems don’t communicate with one another, finance teams often end up bridging the gaps manually.

The right accounting software should integrate seamlessly with the wider business, reducing duplicate data entry, improving reporting accuracy and helping every department work from the same information.

Choose software that can grow with you

Replacing accounting software is a significant investment, so it’s important to choose a system that can support your business for years to come.

As organisations grow, they need software that can handle more users, more transactions and increasingly complex reporting while maintaining strong financial controls.

Sage Intacct is designed with that scalability in mind, supporting multi-entity, multi-currency and multi-book accounting alongside configurable workflows and role-based permissions.

That means your finance system can evolve alongside your business rather than becoming another limitation a few years down the line.

More than just better accounting software

The best accounting software doesn’t simply record transactions. It helps finance leaders understand what’s happening across the business, automate routine work and make better-informed decisions.

For organisations that have outgrown entry-level systems, Sage Intacct provides the visibility, flexibility and AI-powered financial management needed to support continued growth.

At Envisage, we work with growing businesses across the UK and Ireland to evaluate whether Sage Intacct is the right fit and implement a solution that reflects the way they operate.

If you’re ready to move beyond spreadsheets and disconnected systems, we’d be happy to help you explore what’s possible with Sage Intacct. Contact us today.

About the Author

Robert Burke

Robert is a Senior Consultant at Envisage with more than two decades of experience in software consulting. Since 2014, he has specialised in implementing Sage 200 and Sage Intacct, supporting businesses in optimising operations and financial management. Before joining Envisage, Robert worked in consulting and development roles, gaining extensive expertise across Sage 50, Sage 100, and payroll solutions.

Engineer using Sage Intacct Construction accounting software on a laptop while talking on the phone at a construction site.

Construction Accounting Software: Why Better Project Visibility Starts with Your Finance System

June 30, 2026

by altitude Construction Sage Intacct

Construction, Sage Intacct

Construction projects move quickly, and if your finance system can’t keep up, things start to slip. Costs change, invoices arrive at different times, subcontractor spend shifts, and project teams often need answers before formal reports are ready.

For many construction businesses across the UK and Ireland, the issue isn’t lack of data but that the data is scattered. Some sit in spreadsheets while some in manual updates. That makes it hard to get a clear, up-to-date view of project performance.

As a result, it becomes difficult to see which jobs are profitable, where costs are increasing, and where margins are under pressure. By the time the full picture is clear, the project has often already moved on. That’s why construction accounting software is becoming essential for better control and decision-making.

Why construction costs are difficult to control

Construction projects rarely go according to plan. Costs change due to material price shifts, labour availability, design adjustments, delays, client variations, and unexpected site issues.

Individually, these changes are manageable. The challenge is when they’re not recorded quickly or consistently. Small changes build up over time, and without clear reporting, the financial impact often isn’t visible until it’s too late.

This is where traditional accounting systems often struggle. They record what has already happened, but don’t always provide a live, project-level view of financial performance.

In construction, teams need clear answers such as:

• What has been spent so far?

• What costs are committed but not yet invoiced?

• How does actual spend compare to budget?

• Have variations been approved and billed?

• Which jobs are performing well?

• Which projects are affecting margin?

When this information is slow to access, decisions are delayed or based on incomplete data.

Spreadsheet reporting vs better financial visibility

Spreadsheets are still common in construction finance because they’re flexible and familiar, but they are harder to manage as projects grow. Version control issues, duplicated data, inconsistent formulas, and delayed updates often creep in. To add to that, teams can end up working from different versions of the truth – one focused on actual spend, another on commitments, and another already out of date. That slows decision-making and creates gaps in understanding.

At Envisage, we offer Sage Intacct Construction Accounting Software, a cloud-based finance platform built for complex project environments like construction. It provides stronger financial control than traditional systems, especially through dimensional reporting.

This means you can analyse the same data by project, site, department, cost type, customer, contract, or project manager. Finance teams get the consolidated reporting they need, while project managers get detailed, real-time job-level insight – all from one source. It also works well as part of wider Construction and Real Estate software setups, particularly for businesses managing multiple projects or entities.

Helping project managers make better decisions

Project managers usually have strong visibility of site activity but often limited access to financial data.

In many organisations, they rely on finance teams exporting reports manually, which slows communication and reduces responsiveness.

With a connected system like Sage Intacct, project managers can access real-time dashboards showing:

• Remaining budget by cost category

• Actual spend vs forecast

• Approved and pending variations

• Committed but unbilled costs

• Labour and subcontractor spend

• Project margin to date

This shifts project management from reactive reporting to active financial control during the project lifecycle.

Managing more complex business structures

As construction businesses grow, they often operate across multiple sites, entities, or development structures.

This adds complexity to reporting, especially when organisations need both detailed project-level insight and consolidated group-level performance.

Without the right system, this often leads to heavy reliance on spreadsheets and manual consolidation, which increases the risk of errors and slows reporting cycles.

Sage Intacct supports multi-entity financial management, making it easier to manage group-level reporting alongside detailed project data in one system.

Bringing it all together

At the end of the day, construction isn’t getting simpler – so your finance visibility shouldn’t either.

With the right construction accounting software, you get clearer visibility, fewer surprises, and better control over project performance.

Sage Intacct brings everything into one connected view so teams can trust the data they’re working from.

If you’re ready to move away from spreadsheets and disconnected reporting, that’s exactly where Envisage comes in – helping you set up systems that reflect how your projects actually run, with costs, budgets, approvals, and reporting all working in the same connected system. Contact us today.

About the Author

Ivan Darmody

Female hotel concierge shaking hands with a businesswoman, representing accounting software for hospitality industry businesses.

Accounting Software for the Hospitality Industry: What Finance Leaders Should Evaluate

June 25, 2026

by altitude Hospitality Sage Intacct

Hospitality, Sage Intacct

Hospitality businesses generate vast amounts of financial data every day, but it rarely sits within a single system. Income comes from rooms, restaurants, bars, events, memberships, and often multiple sites, while expenditure covers payroll, suppliers, utilities, maintenance, and inventory. As businesses expand, gaining a complete and accurate picture of financial performance becomes increasingly challenging.

At the same time, hospitality organisations are managing rising operating costs, supplier pressures, workforce scheduling, bookings, and growing customer expectations, all while trying to maintain control over financial performance.

The real challenge isn’t whether day-to-day operations are being completed. It’s whether finance leaders have the visibility they need to understand business performance and make informed decisions with confidence.

In this blog, we’ll look at what hospitality finance leaders should consider when evaluating accounting software, and how the right solution can improve visibility, reporting, and decision-making across complex, multi-revenue operations.

How to choose hospitality accounting software in the UK

Choosing new accounting software shouldn’t begin with a comparison of features. It should start by identifying the challenges your finance team faces every day.

Ask yourself:

• Are month-end reports consistently taking too long?
• Is your team still relying on Excel to consolidate financial information?
• Is it difficult to compare performance across different locations or departments?
• Are employees spending too much time working with data from multiple systems?

If the answer to several of these questions is yes, your current software may be limiting your ability to manage the business effectively.

The right accounting software should reduce complexity by bringing financial information into one central platform, allowing you to monitor performance as it happens rather than weeks later. It should support reporting, budgeting, cash flow management, and integrate with the operational systems your business already uses.

It’s also important to think beyond today’s requirements. A solution that works well for a single hotel or restaurant may not provide the flexibility needed as your business grows, opens new locations, or introduces additional services.

Before making a decision, consider not only where your business is today, but where you expect it to be over the next few years.

The role of accounting software for hospitality

Modern accounting software does far more than produce financial reports. It helps hospitality businesses connect financial and operational data, creating a clearer picture of overall business performance.

This may include bringing together:

• Booking and revenue information
• Customer and transaction data
• Operational costs and expenditure
• Departmental and multi-site performance
• Financial reporting and trend analysis

Rather than viewing individual transactions in isolation, finance teams gain a broader understanding of how the business is performing. They can identify which revenue streams are delivering the strongest returns, where costs are increasing, and how performance varies across locations or departments.

With access to accurate, real-time information, finance leaders can move beyond reactive reporting and make more proactive, data-driven decisions.

At Envisage, we provide Sage Intacct, an AI-powered accounting solution designed for the hospitality sector. It enables organisations to automate financial processes, access real-time insights, and improve decision-making across multiple entities and locations.

By combining reporting, budgeting, consolidations, and operational data within a single cloud-based platform, Sage Intacct gives finance teams a more complete and consistent view of business performance.

Why the right hospitality accounting software matters

The hospitality industry has always operated at a fast pace, but today’s environment presents even greater challenges.

Operating costs continue to fluctuate, customer demand changes throughout the year, staffing remains unpredictable, and businesses are under increasing pressure to protect margins.

That’s why investing in the right hospitality accounting software has become essential for organisations looking to improve financial control and support long-term growth.

When financial information is accurate, accessible, and up to date, leadership teams can respond to changes more quickly and make decisions with greater confidence. They can spot trends earlier, manage costs more effectively, and gain a better understanding of which parts of the business are driving profitability.

Instead of relying solely on month-end reports, finance teams have access to the information they need to make informed decisions throughout the month.

That shift from reactive reporting to proactive financial management gives hospitality businesses a stronger foundation for future growth.

Upgrading your accounting software in 2026

If your current accounting system is creating more work than it removes, now may be the right time to review whether it still meets the needs of your business.

The right accounting software should:

• Provide real-time visibility across the organisation
• Reduce manual reporting and dependence on spreadsheets
• Support multiple sites, entities, and revenue streams
• Enable finance and operational teams to make faster, more informed decisions

Most importantly, it should simplify financial management and give you greater confidence in your data.

At Envisage, we work with hospitality businesses across the UK to help them select and implement financial management software that meets their operational and reporting requirements, whether that’s improving financial visibility or bringing disconnected systems together.

With Sage Intacct, we help organisations consolidate reporting, budgeting, financial management, and operational data within one cloud-based platform, providing finance teams with clearer insights and greater confidence in their decision-making.

Ultimately, choosing the right accounting software isn’t simply about replacing technology. It’s about giving your business the visibility and control needed to operate more effectively. Get in touch with our team today to arrange your free personalised demo.

About the Author

Steve Boyes

Steve Boyes, the COO 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.

Business professional using a tablet and laptop in an office, reviewing Sage Intacct Professional Services automation software and project data.

The Best Accounting Software for Professional Services

May 28, 2026

by altitude Accounting AI Professional Services Sage Intacct

Accounting, AI, Professional Services, Sage Intacct

For many professional services firms, managing projects, resources, invoicing, and profitability is relatively straightforward in the early stages of growth. However, as the business expands, takes on more clients, and delivers a wider range of services, these processes often become more complex. A project that initially appears profitable can quickly become less successful when factors such as resource allocation, time tracking, and delayed billing are considered.

This is often the point where businesses begin to recognise the limitations of their existing finance software. While financial records may remain accurate, gaining a complete view of operational and project performance can become increasingly difficult.

Whether your organisation delivers project-based services or ongoing client engagements, accounting software for professional services should offer more than core financial management. It should bring together finance, project management, time and expense tracking, billing, and profitability reporting, helping businesses gain greater visibility and make informed decisions as they scale.

Why professional services need more than basic accounting software

Professional services organisations operate differently from businesses that primarily sell products. Their success is heavily influenced by the effective use of people, skills, expertise, and billable time.

A standard accounting package may record transactions and track invoices, but it often lacks the functionality needed to understand project performance in detail. For example, can your current system identify projects that are exceeding budget? Can it highlight resource bottlenecks, monitor profit margins, or compare forecast revenue against actual results? Can it provide early warning signs of potential cash flow challenges?

When critical information is spread across spreadsheets, project management tools, and separate finance systems, obtaining meaningful insights becomes more difficult. Employees spend valuable time gathering data rather than analysing it. By contrast, the right accounting software for professional services firms provides a connected view of business operations, reducing manual reporting and giving decision-makers immediate access to the information they need.

How Sage Intacct Professional Services provides financial control

Sage Intacct is a cloud-based financial management solution designed to help growing organisations improve visibility, control, and reporting.

Built for project-driven businesses such as consultancies, engineering firms, IT providers, marketing agencies, and recruitment companies, Sage Intacct Professional Services combines advanced financial management capabilities with integrated professional services automation PSA software functionality.

The solution delivers real-time dashboards, comprehensive reporting, and automation tools that simplify day-to-day processes. This allows businesses to monitor performance across projects, departments, entities, and locations without waiting for month-end reports.

For leadership teams, this creates a clearer view of business performance. Finance teams benefit from reduced manual processing and fewer spreadsheet-based tasks, while project managers gain better insight into budgets, costs, and project delivery. The result is stronger operational control, improved client service, and greater confidence when planning for future growth.

Project insights with Sage Intacct for Professional Services

Professional services organisations require more than traditional accounting functionality. They need professional services automation software solutions that help connect projects, people, resources, and financial performance.

Sage Intacct Professional Services supports organisations with capabilities including:

• Custom software for professional services
• Real-time dashboards and KPI monitoring
• Project accounting and profitability analysis
• Automated revenue recognition
• Multi-entity financial consolidation
• Integration with CRM, resource planning, and operational systems
• Improved visibility of resource utilisation, forecasting, and profit margins

These capabilities help businesses move away from disconnected systems and manual reporting processes, providing a more accurate and timely view of performance.

For example, finance teams can monitor billing and time tracking more effectively, while leadership teams can assess profitability by project, client, service line, or department. Having access to reliable, real-time information supports better decision-making and reduces reliance on assumptions.

Common signs your current system is holding you back

Many organisations do not immediately recognise when they have outgrown their finance software. The warning signs often emerge gradually through additional manual work, delays, and process inefficiencies.

You may find that time recording relies on spreadsheets, invoicing cycles are becoming longer, or project managers lack visibility into project costs and profitability. Resource planning may also be disconnected from project data, resulting in employees being over-utilised or under-utilised.

While these challenges may seem manageable initially, they often become more significant as the organisation grows. Processes become dependent on individual knowledge, information becomes harder to access, and leadership teams may be relying on reports that are already outdated by the time they are reviewed.

The best professional services automation software helps centralise these activities, making information accessible across finance, project management, and resource planning teams. When data is connected across the organisation, teams can work more efficiently, improve client outcomes, and gain the insights needed to support long-term growth.

Speak to Envisage about accounting software for professional services

If your current system is making it difficult to manage projects, resources, billing, profitability, or reporting, it may be time to consider a more connected solution.

The right professional service automation software can unite finance and operational processes, giving your organisation greater visibility, improved efficiency, and a stronger platform for growth.

At Envisage, we have helped organisations implement Sage Intacct across a wide range of industries, including professional services. Our team provides expert advice, implementation support, and ongoing guidance to help businesses maximise the value of their investment.

If you would like to see how Sage Intacct Professional Services can support your organisation, book a demo with our team today. We can help you assess where professional services automation software could improve efficiency, strengthen reporting, and support your future growth plans.

Want to see how modern finance teams are using Sage Intacct to work smarter and scale more effectively?

Join Ivan and Kyle on 24 June for our webinar, Move Faster with AI-Powered Financial Management. Discover how organisations across the UK and Ireland are using AI-powered financial management to reduce manual processes, gain real-time visibility, strengthen governance, and enable finance teams to support growth with confidence.

About the Author

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.

Businesswoman working on laptop in retail shop using best AI accounting software like Sage Intacct

Best AI Accounting Software: Making Finance Feel Less Like a Chore

April 24, 2026

by altitude AI Sage Copilot Sage Intacct

AI, Sage Copilot, Sage Intacct

With AI continuing to dominate conversations, we’re revisiting insights from our CEO, Ray Ryan, originally shared in InBusiness’ Winter issue last year. His view on how AI is influencing ERP and financial management remains highly relevant today – if anything, its impact is becoming more evident in how finance teams now operate.

AI is already shaping areas such as reporting, month-end close, forecasting, and everyday data management. While these changes may seem subtle, they are steadily transforming how finance functions run.

And this shift is important. Finance teams have long been under pressure. Tight month-end deadlines, reconciliations, reporting cycles, and ongoing spreadsheet work demand significant time and effort. The issue has never been a lack of capability, but rather limited capacity.

AI in finance: Less admin, more clarity

For years, finance teams have depended on manual processes that, while necessary, are time-intensive. These tasks keep operations moving but often come at the expense of deeper analysis and strategic thinking.

This is where AI is making a meaningful difference. Rather than replacing finance professionals, it supports them by handling repetitive tasks and improving how information flows across the business.

• Reduced time spent on manual data entry and reconciliations
• Quicker access to real-time financial insights
• Fewer errors caused by repetitive processing
• More time available for forecasting, analysis, and decision-making
• Improved visibility across the organisation instead of siloed reporting

The real advantage is not just efficiency, but clarity. When teams are freed from administrative tasks, they can focus on interpreting data rather than chasing it. This is a key reason why solutions like Sage Intacct are gaining increased attention.

Does Sage Intacct use AI? A practical look at how it works

Sage Intacct incorporates AI in a practical and accessible way. Instead of positioning AI as a separate feature, it is embedded directly into everyday financial workflows.

Tools such as Sage Copilot and built-in AI agents provide real-time support, operating within existing processes rather than alongside them. This ensures that AI enhances daily activities without introducing unnecessary complexity.

At its core, the approach focuses on embedding intelligence into routine tasks – from automation and anomaly detection to enhanced reporting. The aim is not to disrupt how finance teams work, but to gradually improve efficiency and accuracy.

As Ray highlights, “Prospects are increasingly looking for AI capabilities, and partners who understand the right tools and how to apply them.” This distinction matters. The value of Sage Intacct lies not only in its AI features, but in how effectively they are applied in real-world finance environments.

Smarter accounts payable without the stress

Accounts payable is one of the areas where AI delivers immediate, tangible benefits.

Tasks such as invoice capture, matching, and approvals are repetitive but time-consuming. As a result, many finance teams are seeking more efficient ways to manage AP processes.

With AI embedded into these workflows, Sage Intacct reduces manual input while improving accuracy. Instead of relying on time-intensive checks, key steps can be automated, allowing approvals to move faster and more smoothly.

The result is straightforward: reduced manual effort, quicker processing times, and improved visibility into supplier data.

Month-end without the usual pressure

The month-end close is often one of the most demanding periods for finance teams. Tight timelines and last-minute adjustments can create significant pressure.

AI helps bring more structure to this process. Rather than concentrating activity at the end of the period, teams can maintain better oversight throughout the month.

This shift leads to fewer surprises, reduced last-minute issues, and greater confidence in the final figures.

AI that helps day to day

While large processes like AP and month-end are key, much of AI’s value is realised in everyday tasks.

Sage Intacct AI tools support day-to-day finance by enabling:

• Real-time reporting across the business
• Faster access to insights when needed
• Ongoing monitoring of transactions for anomalies
• Reduced reliance on manual data gathering

These features help remove friction from daily operations, particularly when it comes to reporting and overall visibility.

Supporting growth without adding complexity

As organisations expand, financial management naturally becomes more complex. Additional systems, entities, and data sources can slow processes if not properly connected.

Sage Intacct’s AI enhancements help keep things manageable. By improving how data flows between systems, finance teams can maintain oversight without increasing manual workload.

This allows finance functions to scale alongside the business, without adding unnecessary pressure.

Beyond growth, this shift highlights a broader point about AI in finance.

At its core, AI is not about replacing people or completely redefining roles. It is about creating space – space to focus on analysis rather than administration, to plan ahead instead of reacting, and to make more informed decisions.

As Ray Ryan notes, “AI can only go so far… it will be very difficult to replace or supersede the human element.” This balance is what makes AI effective. It supports the work, but people remain central to decision-making.

Final Thoughts

Selecting the best AI accounting software ultimately comes down to how much it simplifies day-to-day finance operations.

More importantly, the real transformation lies in how finance teams use their time.

When AI improves access to data, teams can move beyond simply compiling figures and instead focus on what those figures mean for the business. This shift, from reporting to interpretation is where stronger decision-making, better planning, and more confident financial leadership begin.

As AI continues to evolve, the question is no longer whether finance teams should adopt it, but how to implement it in a way that adds value without increasing complexity.

Get in touch with our team to book a free Sage Intacct demo today.

About the Author

David Burke

Diverse non-profit team collaborating in office using charity accounting software and Sage Cloud dashboards

How Non-Profits Can Turn Financial Data into Strategic Decisions with Sage Dashboards

March 31, 2026

by altitude Non-Profit Sage Intacct

Non-Profit, Sage Intacct

Non-profits are facing increasing pressure to demonstrate impact while adapting quickly to change. Boards are asking for clearer insights, funders expect more detailed reporting, and internal teams need better visibility into programme performance. Despite this, many organisations still depend on spreadsheets, manual processes, and static reports that are often outdated by the time they are reviewed.

With Sage Intacct’s non-profit accounting software, reporting and dashboards are built to help organisations shift from reactive analysis to forward-looking decision-making. Finance and leadership teams gain access to real-time insights, providing a clearer picture of performance across the organisation.

From our experience working with non-profits across the UK, a common challenge continues to emerge: organisations have access to large volumes of data, but it is difficult to retrieve, time-consuming to analyse, and challenging to present in a way that supports confident decisions.

Moving to modern charity accounting software can significantly improve this.

The issue with ‘last month’ reporting

If your finance system only provides a view of last month’s performance, it limits your ability to influence what is happening now. Many organisations go through lengthy processes of closing books, exporting reports, and analysing data for stakeholders, only to find that circumstances have already shifted.

We regularly hear from non-profit finance teams who feel caught in this cycle. A significant amount of time is spent collecting and verifying data, leaving less time for meaningful analysis. As a result, decisions are often guided by instinct rather than accurate, up-to-date information, making planning more uncertain over time.

One of the key benefits of adopting a cloud-based solution like Sage Intacct is access to real-time financial insights. Rather than relying on historical reports, teams can monitor performance as it happens and respond accordingly.

Real-time financial visibility for non-profits

Effective reporting and dashboards should simplify how organisations answer critical questions from leadership, trustees, and funders, including:

• Are we meeting this year’s budget and long-term financial commitments?
• Which programmes or locations are under financial strain?
• How are restricted funds being utilised, and can we clearly demonstrate accountability?
• What impact will scaling a project have on cash flow and reserves?

When answering these questions requires manual reporting or combining multiple spreadsheets, decision-making slows down. In a fast-paced funding environment, delays can have serious consequences.

With Sage Intacct, organisations benefit from connected, real-time data that supports quicker, more informed decisions. Designed for those managing multiple funds, grants, and projects, this Sage software reduces complexity and supports more strategic thinking.

The role of Sage Intacct for non-profits

Sage Intacct is a modern, cloud-based solution widely adopted by non-profits as they move beyond entry-level systems. Built specifically with charities in mind, it supports fund and grant accounting while offering advanced reporting capabilities within an intuitive interface.

Match financial data to how your organisation works

Sage Intacct allows financial data to be viewed by programme, fund, grant, location, or project. Instead of relying on complex spreadsheets, teams can access insights in a format that aligns with how their organisation operates.

Give boards and leaders clearer insight

Providing timely and relevant insights to boards and leadership teams becomes far easier. With access to up-to-date data, discussions can move beyond reviewing figures to focusing on strategy, risk, and future priorities.

Build trust with donors and funders

Transparency plays a key role in building and maintaining trust. Improved reporting enables organisations to clearly demonstrate where funding originates, how it is allocated, and the outcomes it delivers. Over time, this level of visibility strengthens relationships with donors and stakeholders.

Ultimately, charity accounting software goes beyond improving reporting. It helps teams identify issues earlier, supports more informed discussions, and enables organisations to demonstrate impact more effectively—freeing up time to focus on strategic goals.

Using dashboards to drive better decisions

Sage Intacct offers a range of dashboards tailored specifically for non-profits, transforming complex data into clear, actionable insights for different roles within the organisation.

• Role-based dashboards provide finance leaders, executives, and managers with relevant insights without unnecessary complexity
• Fundraising dashboards track donor activity, campaign performance, and key metrics in one place
• Outcome dashboards combine financial and operational data to highlight real-world impact
• Integration dashboards bring together data from multiple systems, reducing manual work and improving overall visibility

These dashboards help teams stay focused on what matters most – whether that’s managing budgets, improving fundraising efforts, or demonstrating impact.

Moving from spreadsheets to structured reporting

Most non-profits rely on at least one critical spreadsheet, often managed by only a few individuals. While these can be effective in the short term, they introduce risk and limit scalability.

By centralising data within a cloud platform like Sage Intacct, organisations can reduce their dependence on spreadsheets and make information more accessible. While reports can still be exported when needed, the system becomes a single, reliable source of truth.

With built-in AI capabilities such as Sage Ai and Sage Copilot, Sage Intacct can automate routine processes, reduce manual data entry, and deliver real-time insights – allowing finance teams to work more efficiently and focus on strategic decision-making.

Want to see what better reporting looks like?

Access to accurate, real-time insights is essential for safeguarding funding, demonstrating impact, and making confident decisions about the future. With the right tools in place, finance teams can spend less time preparing data and more time using it to guide the organisation forward.

To see how this works in practice, download our Non-Profit Dashboards & Reporting Brochure. It explores how purpose-built dashboards can simplify compliance, improve visibility, and strengthen financial oversight, with practical examples to help you move beyond manual reporting.

If you are exploring charity accounting software or looking to get more value from your current system, this is a great place to start. Our team at Envisage is always available to discuss your requirements and guide you through the next steps, feel free to get in touch today.

About the Author

Chris Hawley

Big data technology concept with financial data visualisation representing Sage Intacct implementation and cloud insights

What Makes Sage Intacct Different from Traditional Accounting Software?

March 30, 2026

by altitude Sage Intacct

Sage Intacct

The best accounting software doesn’t just record numbers – it supports how your business operates today and where it’s heading next.

Many businesses start with a simple system supported by spreadsheets. It works… until it doesn’t. As operations grow, that patchwork approach can quickly become a bottleneck, limiting visibility and slowing decision-making.

The real difference between entry-level tools and a modern financial platform isn’t just features. It’s whether you have access to real-time, reliable data that helps you make confident, strategic decisions – not just keep up with transactions.

Why the right choice matters

Most finance teams begin with basic accounting tools, often supported by spreadsheets. This setup can work well in the early days, when transaction volumes are low and reporting needs are simple.

But as your business grows – adding entities, locations, or revenue streams – cracks begin to show.

We often speak to finance leaders who spend too much time on manual reconciliations, offline reports, and workarounds just to get a clear picture at month-end. While this may “get the job done,” it leaves little time for forecasting, analysis, and planning – the activities that actually drive growth.

What is traditional accounting software?

Traditional accounting software typically refers to on-premise systems, desktop applications, or entry-level cloud tools designed for basic bookkeeping.

They usually focus on core functions like:

• Accounts payable and receivable
• Bank reconciliation
• VAT processing

While these systems can keep your books in order, they often rely heavily on manual processes and spreadsheets for reporting.

They also tend to struggle with:

• Multi-entity or multi-currency requirements
• Project-based accounting
• Real-time insights

In short, they maintain financial records – but don’t always provide the agility or visibility modern finance teams need.

What is Sage Intacct?

Sage Intacct is a cloud-native financial management platform built for growing companies that need more than basic accounting.

At its core, it combines automation, flexibility, and real-time reporting to give finance teams better control and visibility.

Key capabilities include:

• A multi-dimensional general ledger for deeper analysis without complex account structures
• Real-time dashboards and custom reports tailored to different roles
• Built-in automation for processes like approvals and reconciliations
• Secure cloud access for teams working across locations

As a Sage Intacct Partner, Envisage works with organisations to configure the platform around their specific processes – not the other way around.

A new layer: AI-powered financial management

One of the biggest shifts in modern finance technology is the use of AI – and this is where Sage Intacct stands out.

Sage Intacct AI is designed specifically for finance teams, helping to reduce manual work, improve accuracy, and deliver deeper insights.

• Reduce manual data entry by up to 90%
• Accelerate month-end close
• Identify anomalies and potential errors early
• Provide predictive insights based on real financial data

With Sage Copilot, teams can interact with their data using natural language – asking questions, analysing trends, and taking action faster.

Rather than replacing finance teams, this technology enhances their role – shifting time away from administration, towards analysis and strategy.

How Sage Intacct differs from traditional systems

Smarter general ledger

Traditional systems often require new account codes for every reporting variation, quickly creating complexity.

Sage Intacct takes a different approach with its multi-dimensional ledger:

• Transactions can be tagged by department, project, location, or customer
• Reports can be generated instantly without exporting to spreadsheets

The result? Less time searching for data, more time using it.

Cloud-native by design

Unlike systems that have been adapted to the cloud, Sage Intacct is built for it.

This means:

• Real-time access to the same data for all users
• No version control issues from spreadsheets
• Automatic updates, including new AI capabilities
• Easy integration with other business systems

For growing or distributed teams, this flexibility is essential.

Built-in automation

Manual processes are one of the biggest drains on finance teams.

Sage Intacct replaces these with:

• Configurable approval workflows
• Automated intercompany transactions and consolidations
• AI-powered tools that reduce repetitive tasks

Even small efficiencies can add up to hours saved each week – time that can be redirected into higher-value work.

Real-time reporting

With traditional tools, reporting often involves exporting data, reworking it in spreadsheets, and sharing static reports.

Sage Intacct changes this completely:

• Role-based dashboards provide live visibility of KPIs
• Reports are interactive, with drill-down capabilities
• Decision-makers can access insights without relying on finance teams

This shift moves conversations away from “Are these numbers right?” to “What should we do next?”

Why Sage Intacct works for growing businesses

For organisations outgrowing entry-level systems, Sage Intacct offers the control and scalability needed to move forward with confidence.

It’s particularly well suited for businesses that need:

• Multi-entity and multi-currency management
• Strong financial controls with flexibility
• Industry-specific functionality
• A platform that scales without adding complexity

And importantly, implementation doesn’t have to be disruptive. Many organisations take a phased approach – starting with core finance and expanding over time.

Why work with a Sage Intacct partner?

Choosing the right software is only part of the journey. How it’s implemented and supported makes all the difference.

At Envisage, we specialise in Sage Intacct implementation, development, and ongoing support for growing organisations. Our focus is on helping you get real value from the platform – not just getting it live.

If you’re considering moving away from traditional accounting software, we can help you assess whether Sage Intacct is the right fit and design an approach that works for your business.

Ready to see what’s possible?

If your current system is holding you back, it might be time to rethink how your finance function operates.

With Sage Intacct and its AI-powered capabilities, you can reduce manual work, gain real-time visibility, and make faster, more informed decisions.

Get in touch with our team to explore how Sage Intacct can support your next stage of growth – or book a demo to see it in action.

About the Author

Steve Boyes

Sage accounting software for charities and non-profits

Cloud Accounting Software for Charities: The Ultimate Guide for Non-profit Finance Teams

February 26, 2026

by altitude Non-Profit Sage Intacct

Non-Profit, Sage Intacct

Month-end pressures, grant reporting, funder updates and audit questions – for many non-profit finance teams, the pace rarely eases. You might start the week intending to focus on budgeting or long-term planning, only to be pulled back into tracking missing documentation, adjusting spreadsheets, or responding to urgent board queries.

This is why Cloud accounting software for charities has become a critical foundation for organisations that must remain compliant, transparent and financially accountable. In this guide, we look at why so many charities are stepping away from fragmented systems and manual workarounds – and how platforms such as Sage Intacct are enabling finance teams to shift from reactive reporting to more strategic financial leadership.

Why automation and visibility matter for non-profit finance teams

Charities and non-profits operate in a particularly complex financial landscape. Finance teams are often lean, yet they manage diverse income streams, restricted funds, programme budgets and detailed regulatory reporting. Meanwhile, trustees and senior leadership expect timely updates and forward-looking financial insight.

Legacy accounting tools and spreadsheets were never built to manage this level of complexity. When data sits across multiple systems, consolidation becomes labour-intensive. Managing restricted versus unrestricted funds often relies on manual adjustments. Producing stakeholder-specific reports can mean rebuilding spreadsheets time and again.

Cloud accounting software for non-profits transforms this approach. Instead of layering additional manual processes on top of outdated systems, it centralises financial data, automates key tasks and introduces structured workflows that grow alongside your organisation.

See the full financial picture in one place

Limited visibility is one of the most common challenges facing non-profit finance teams. When financial information is dispersed across spreadsheets and separate tools, gaining a clear and accurate view of performance becomes difficult.

Modern Sage accounting software for charities and non-profits offers a unified, real-time view of financial data. Core functionality often includes:

• Funding and grant accounting to track restricted and unrestricted income separately and allocate costs appropriately

• Multi-entity and multi-location capability, allowing consolidated reporting while still analysing results by programme or project

• Dimensional reporting, enabling flexible analysis by funder, initiative, department or region

With a single source of truth, finance leaders can respond to trustee questions with confidence. Reports are generated from live system data, rather than manually reconciled spreadsheets.

Reduce manual work and repetitive processes

Many non-profit finance teams spend a significant portion of their time on repetitive tasks – entering data multiple times, reconciling spreadsheets and manually allocating transactions. Beyond the time commitment, these processes increase the likelihood of errors.

Cloud accounting software supports automation of routine activities such as:

• Automated bank reconciliations

• Recurring journals for accruals and prepayments

• Integration with fundraising, CRM and donor management platforms

• Digital approval workflows

By reducing manual intervention, finance teams can dedicate more time to analysis, forecasting and supporting strategic decisions. Automation also promotes consistency, particularly during busy reporting cycles and year-end close.

Stay audit-ready with stronger controls

Accountability is central to the non-profit sector. Auditors and regulators expect clear evidence of how funds are received, allocated and authorised.

Modern accounting systems embed governance directly into daily processes through features such as:

• Role-based access controls aligned to user responsibilities

• Configurable approval workflows for expenditure and journals

• Detailed audit trails capturing every transaction and amendment

These controls reduce reliance on manual oversight and lengthy email chains. Instead, documentation is securely stored within the system, allowing finance teams to respond quickly and confidently to audit queries.

Deliver tailored reporting for boards and funders

Trustees, grant providers and regulators often require different reporting formats and levels of detail. Preparing these reports manually can place considerable strain on finance teams.

Cloud accounting software for charities simplifies this process with:

• Real-time dashboards highlighting cash position, funding streams and programme performance

• Customisable report templates adaptable for different stakeholders

• Drill-down functionality that links summary figures directly to underlying transactions

Rather than static spreadsheets, finance leaders gain interactive reporting tools that strengthen transparency and informed decision-making across the organisation.

Plan ahead with forecasting and scenario modelling

Financial management in the non-profit sector extends beyond monitoring current performance. Organisations must prepare for funding variability, cost pressures and evolving service demands.

Advanced Cloud accounting software for non-profits enables teams to:

• Develop rolling forecasts that update regularly

• Model alternative funding and expenditure scenarios

• Share current financial projections with trustees and leadership in real time

Forecasting becomes a continuous process rather than an annual exercise. This proactive approach supports resilience and informed planning, particularly in uncertain funding climates.

Support hybrid and remote teams

Working patterns have shifted significantly in recent years. Many non-profit finance teams now operate on a hybrid or fully remote basis. Traditional on-premise systems and paper-based processes can create delays when teams are dispersed.

Cloud accounting software provides secure access from any location, allowing:

• Month-end and year-end activities to proceed without disruption

• Approvals to be completed digitally

• More efficient onboarding of staff and volunteers

This flexibility strengthens operational continuity and ensures financial processes remain consistent, regardless of where team members are based.

Key benefits of cloud charity accounting software

In summary, adopting Cloud accounting software for charities provides non-profit finance teams with:

• Centralised, real-time financial visibility

• Reduced reliance on manual data entry

• Enhanced compliance and governance controls

• Faster, stakeholder-specific reporting

• Stronger forecasting and scenario planning

• Greater flexibility for hybrid working environments

Collectively, these advantages help reduce operational pressure and allow finance professionals to focus more fully on supporting their organisation’s mission.

Turning insight into action

If your organisation continues to depend heavily on spreadsheets or disconnected systems, it may be time to evaluate whether your current setup is fit for purpose.

Today, non-profit finance is about more than compliance. It is about delivering clarity, insight and assurance to trustees, leadership teams and funders alike.

Working with a trusted Sage Intacct Partner can help ensure a smooth transition to a modern platform such as Sage Intacct, tailored to the specific needs of your organisation.

If you are ready to explore how cloud-based solutions can support your finance team, download our guide to discover how you can move from reactive reporting to proactive financial management – and position your organisation for long-term success.

About the Author

Kyle Moore

Kyle works as a Senior Consultant on the implementation team for Envisage. His focus is on the Sage 200 accounting system products and some of the value-added products. Kyle started off at Envisage on the technical support side before he moved over to the implementation team. With 25 years of experience working with Sage 200 in its various guises, he has vast knowledge of the product and our customers, and understands how their businesses work.