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Sage Intacct Accounts Receivable

Streamline collections and get paid faster

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Escape outdated processes and revive your team’s productivity

Sage Intacct's Accounts Receivable module improves your customer satisfaction without denting your cash flow

With its range of internal controls and structured processes, Sage Intacct lets you create automated, configurable processes to enhance internal controls.

You define the approvals to align with your operations and enjoy complete visibility over the entire accounts receivable process.

Key Features:

  • Internal controls and structured processes: Help you reduce errors, improve accountability and support smoother audits
  • Complete visibility: Lets you track every invoice, payment and customer interaction in real-time
  • Automate dunning and collection notices: Improve your collection rates and free up time
  • Built-in and configurable dashboards, reports and charts: Give you agile views to monitor KPIs, segment data by customer or product, and make data-driven decisions
  • Configure reminders, assign owners to collection cases and record activity: Improve coordination and speed up credit control from anywhere

Explore Sage Intacct Accounts Receivable:

Is Sage Intacct right for you?

Sage Intacct is ideal for businesses that:

  • Operate multiple entities, companies and locations
  • Are looking to integrate with other software solutions
  • Operate in multiple tax jurisdictions such as US/AUS/SA

Smarter insights. Faster decisions.

Sage Intacct offers you vital control and the information you need to make informed decisions quickly, from core financials to supply chain, production, sales and marketing with Integrated CRM.

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What is possible with Sage Intacct Accounts Receivable?

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Integration with Order Management processes

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Real-time visibility into customer history, ageing balances, and more

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Painless collections with automated dunning and collection notices

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Advanced automation of chasing customers for overdue payments with integrated ISVs

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Healthier cash flow by shortening invoice and payment cycles

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Built for productivity

Sage Intacct Accounts Receivable removes inefficiencies and frees the finance team of manual processes. With this module, you get paid faster, stay connected and maintain complete visibility over your AR cycle.

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Take the errors out of your accounts receivable process. Sage Intacct’s automated dunning and collection notices mean that collections are painless and reduces friction. The automated processes remove manual data entry, resulting in stronger cash flows.

The benefits of Sage Intacct don’t stop there – from generating recurring invoices for easy subscription management, to attaching customer documents to transactions for better recordkeeping, Sage Intacct takes the frustration out of accounts receivable for you and your customers.

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Save up to 40 hours a month on your financial reporting. All your key metrics are available within Sage Intacct’s built-in and configurable dashboards and reports. View by customer aging, invoice analysis, recurring invoices, deferred revenue and more.

With Sage Intacct, you can analyse your accounts receivable data across a variety of business drivers, from a range of perspectives like revenue over time or collection activity on customer accounts, for a complete view of your business. You can even combine your financial and non-financial data.

Accounts receivable is all about customer interactions as well as the numbers. That’s never been easier with Sage Intacct. Its structured, automated processes mean you can send out configurable reminders to customers, assign owners to collection cases, and centrally record all activity to ensure clear communication, great service and accountability.

Built for growth and change

Sage Intacct grows as you do

Seamless Integration

Manual processing is a thing of the past. Sage Intacct Accounts Receivable integrates with the rest of your business systems, including your CRM, giving you a single view of quotes, sales orders, and invoices. It automatically posts order transactions to your general ledger and AR to streamline billing and accounting, as well as offering up-to-date, accurate sales tax calculations.

Navigate complex foreign tax jurisdictions and benefit from up-to-date and accurate sales tax calculations with a connection to AvaTax.

Stay Informed

Sage Intacct gives you real-time visibility with built-in and configurable dashboards, reports, graphs, and charts. Get a complete picture of customer ageing, invoice analysis, recurring invoices, deferred revenue, and more.

Accounts receivable data can be analysed from a range of perspectives, and the platform’s multi-dimensional reporting provides faster, granular insights into accounts receivable and offer up-to-date, accurate sales tax calculations.

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What’s next?

Now you have decided Sage Intacct is for you, what is next?

That’s where we come in. The PKF Smith Cooper Systems team will guide you through demos, bespoke quotes, project scopes, implementation and eventually going live. Along the way, you will have a dedicated account manager, consultant and, once you go live, you’ll have access to our incredible support team.

Explore our services below to discover more about our Sage Intacct team.

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Take Sage Intacct further!

Sage Intacct is great on its own, but the additional modules and integrations set it apart from the rest

We can provide bespoke development and integrations to shape Sage Intacct around your needs.

Explore more of our services, empowering your Sage success.

Support

Supporting your Sage software is our business.

Whether you're running Sage 200 or Sage Intacct, the smooth operation of your software is essential to the continuity of your business.

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  • Year-end assistance
  • Access to our Customer Portal
  • Remote connection software

Development

From Concept to Code, We Build What You Need.

Whether you're looking to streamline a business process, connect Sage to another system, or tweak how your software works day-to-day, our development team is here to make Sage work smarter for you.

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  • Accredited Sage Developers
  • Award-winning team
  • Proven track record of delivering solutions

Consultancy

Optimising your business with expert Sage consultancy

We’re a multi-award-winning Sage Business Partner, helping businesses across the UK get the very best from their Sage software. We combine expert knowledge.

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  • Technical Installation and Setup
  • Data Migration
  • System Training

Project Management

Stay Informed, Empowered and In Charge.

Project Management is a critical element to any software project. Regardless of the size and scale, working to an agreed plan and schedule is essential to achieving a successful outcome for all stakeholders.

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  • Enhanced Communication
  • Risk Mitigation
  • Quality Assurance

Client Services

Putting customers first, every step of the way.

Since our launch in 2014, we’ve driven significant growth by staying true to our core ethos: The Good Sage Guys to Deal With.

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  • Faster Response Times
  • Better Communication
  • Peace of Mind

Training

The right training plus the right partner, equals greatness

At PKF Smith Cooper Systems, we specialise in helping businesses like yours maximise the value of their financial systems, because we know that even small errors can have big consequences.

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  • Half day or full day sessions
  • Group sessions or one-on-one deep dives
  • Empower your team

Using PKF [SCS] made our transition to Sage as streamlined as we could have hoped. The bespoke integration between our traffic management system has made Sage the perfect solution for us. I would also like to say the aftercare has been second to none. Nothing is too much trouble. Thank you.

Lauren Marshall

at B.J Waters Transport Limited

Sometimes it was a little bit complicated how we were trying to set our structure up and what we wanted to get out of [Sage] Intacct, but Ian and Sam were full of ideas and came up with really good suggestions for everything. We had a lot of troubleshooting sessions and they were able to find resolutions. Haris has given a lot of support all the way through the process as well. He’s very confident and very capable.

We felt very supported – if you contacted somebody, you got a response very quickly. You never felt like you’d been left out on a limb.

Amy Knights-Allen

Accountant at Maydencroft

PKF Smith Cooper Systems: absolutely fantastic from initial contact, webinar and finally conference. Met a number of key people after initial signpost from cheekily calling MD on his mobile – he took time to listen! Impressed by the process, presentations getting us to the right upgrade product. Looking forward to understanding what can be done on price for a growing SME charity £8m to in 25/26. Had significant amount of time from Sam Pidgeon and Philippa. Including a demo on Intacct plus explanation of proof of concept. Excellent overall, well worth the time.

Bev Swift

Interim Finance Director at The National Forest Company