Delivering Financial Intelligence in Real-Time: One Click Multi-Entity Consolidations
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Transcript of Delivering Financial Intelligence in Real-Time: One Click Multi-Entity Consolidations
Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Delivering Financial Intelligence
in Real-Time: One Click Multi-
Entity Consolidations
Proformative is the leading educational resource for corporate finance
professionals.
Announcing the new Proformative Academy:
• On demand video courses taught by peers and SMEs
• Over 125 finance and accounting courses and growing rapidly
• CPE for CPAs, CMAs, CTPs, and CIAs
Check it out at www.ProformativeAcademy.com
Welcome to Proformative
Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Delivering Financial Intelligence in Real-Time:
One Click Multi-Entity ConsolidationsLinda Pinion, Solutions Engineer, Intacct
Philipp Suchan, Cloud Strategist, Intacct
Today’s Agenda
• About Intacct
• Challenges for multi-entity
businesses
• Demonstration of Intacct’s key
financial management capabilities
– Reporting and visibility
– Multi-entity business structure
– Automation
• Summary and additional resources
Growth Companies Rely on Intacct
Services Consumer
HealthcareSoftware
HospitalityOtherNonprofit
FOUNDATION
8,500+ Companies
Real
Value51,000+BusinessEntities
95%Customer
Satisfaction
Built for Success
Choice of accountingexperts worldwide
Top workplace 4th year in a row
10+ year track record of delivering results
Industry
awards 25 Best Small Biz Apps
Top tieradvisors
Why Financial Managers Love Intacct
Track true financials and operations
Visibility for planning/strategy
Flexibility as needs change
Drive performanceand growth
Managing for Long-Term
Process automation
Oversight and controls
Accuracy and compliance
Make my businessmore efficient
Better Every Day
With Intacct, you can do both
Lots to Do, But Many Challenges
Resource limitations
Manual processes
Data stored in multiple places
Dependence on spreadsheets
New standardsand rules
Oversight/controls
Core Processes
Order-to-cash
Procure-to-pay
T&E management
Period close
Consolidations
Reporting and analysis
Comprehensive Automation
Reduce close times and improve accuracy with comprehensive automation
― Multiple transactional currencies with built-in exchange rates
― Automated currency conversions and re-valuations
― Real-time, automated eliminations
― On-demand, “push-button” consolidationsand instant rollups
― Audit trail to track consolidation processes
Tailored to Your Business Structure
Adapt to your specific business structure and processes
― Fast addition of new entities in under an hour
― Support for complex international and domestic ownership structures
― Choice of single or multiple workflows, charts of accounts, period definitions, and lists
― Customization of account titles by entity
― Reports in multiple base currencies and local languages
Why Financial Managers Love Intacct
Once you’ve mastered day-to-day complexity …
Make my business more efficient
… you can think long-term
Drive performanceand growth
Thank you for your interest in this presentation.
View the on-demand webinar or download the full
presentation at:
www.Proformative.com
Delivering Financial Intelligence in Real-Time:
One Click Multi-Entity Consolidations