Sage Intacct Cash Management
Real-time cash visibility
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Perform daily cash management tasks with ease and flexibility
From working capital to transactions and savings, get a deeper understanding of your cash movement, escape outdated processes and revive your team’s productivity
Use Sage Intacct Cash Management to uncover overlooked revenue, automate your bank reconciliation, understand cash activities in real-time, and see the comings and goings of your business’ cash with clarity.
Key Features:
- Automated bank reconciliation: Reduces your workload, speeds up month-end close and maintains accuracy
- AI-powered close assistant and close workspace: Manage the whole period-close process and associated tasks in one place
- Real-time understanding of all cash activities: So you can make faster, data-driven decisions, keeping you agile and adaptable
- Complete picture of your cash footprint: For a unified view across all accounts, entities and currencies to manage liquidity and confidently forecast
- Reduce human error: With automated workflows that reduce risk, improve compliance and build trust in your financial reports
- Visibility over your entire cash management process: Use dashboards and reports to monitor trends, spot anomalies and optimise your cash flow
Explore Sage Intacct Cash Management:
Is Sage Intacct right for you?
Sage Intacct is ideal for businesses that:
- Need to consolidate multiple entities and companies
- Are looking to integrate with other software systems
- Operate in different tax jurisdictions such as US/AUS/SA
What is possible with Sage Intacct Accounts Receivable?
See it clearly
Improve visibility into your entire cash management picture.
Strengthen controls
Automate complex cash-management processes.
Accelerate processes
Save hours by streamlining processing.
Built for productivity and growth
Reduce DSO by 25–50% to free up cash and uncover overlooked revenue
Sage Intacct Cash Management ensures you have the complete picture of your cash and working capital, so you can accurately adjust and adapt to maintain your competitive advantage.
- Complete picture of your cash footprint and working capital – where cash is coming from and where it’s going.
- Connect securely to thousands of financial institutions, automatically import statements (bank feeds), and automatically reconcile your accounts in minutes.
- Autonomously match transactions from the bank statement to transactions within the system with matching rules.
- Reduce mistakes and handle key cash management tasks like exceptions, bank errors and fraud monitoring.
- Apply payments to accounts not tied to an invoice or record POS payments not applied to a single customer.
- Use the bill-focused payment cycle and transfer funds across accounts to locations and entities right when you need them.
- Match electronic payment transactions to invoices in a click.
- Print checks or use the bill-focused payment cycle.
- Transfer funds across accounts to locations and entities right when you need them.
- Reduce your audit risk with accurate, well-documented reporting that decreases chances of manual errors in your cash statements and creates organised transactions and balances.
What’s next?
Now you have decided Sage Intacct is for you, what is next?
This is 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’ll 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.
Take Sage Intacct further!
Sage Intacct is powerful on its own, but the additional modules and integrations tailor the system to you
From bespoke development to integrations, there’s a lot we can do with Sage Intacct.
The essential tools at the heart of Sage Intacct, built to give you full control and confident growth.
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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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
Good event, great insight and useful information. I would definitely come to these events again in future, thank you.
Ashley Gordon
at The National Forest Company
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
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