Not-for-profit leaders need timely financial insight to manage resources, increase productivity, and keep mission-focused work moving forward. Yet many organizations reach a point where manual, time-consuming tasks limit visibility, slow decision-making, and make growth harder to sustain. A modern cloud accounting system can automate and streamline core financials, helping teams reduce cumbersome manual processes while improving access to the data they need. With the right system, organizations can gain visibility into core financials, simplify grant tracking and billing, and collaborate more effectively across entities.
Discover three key features of Sage Intacct that can benefit your not-for-profit organization:
Improve Collaboration Across Your Organization
Do you struggle with communication through multiple entities? Although each entity may have a different focus within the organization, they all have a shared chart of accounts. Sage Intacct simplifies collaboration throughout the entire organization. Sage Intacct’s Collaboration Center allows users to communicate directly within the platform based on shared financial data. Discuss real-time financial metrics and collaborate between entities seamlessly, making clear communication easy and eliminating vague emailing back and forth. Collaboration Center conversations can be tracked to specific transactions and remain part of the transaction history.
Gain Real-Time Financial Visibility
A lack of updated financial data can halt productivity and stunt growth, leaving not-for-profit executives scrambling for information. Sage Intacct provides real-time financial metrics for all financial data throughout the organization. The dashboard functionality includes built-in, role-based dashboards depending on your title and which information you need to access. You can access financial and operational information throughout all entities, organized into one system, with real-time updates. Dashboards allow you to organize data in sections through easy-to-understand metrics that are customizable based on the data you need to analyze. This provides enhanced visibility into your organization’s chart of accounts and eliminates outdated and confusing spreadsheet charts and graphs.
Simplify Grant Tracking and Billing
Many not-for-profits rely on grants for funding, making accurate tracking and reporting essential. Manual grant management can be time-consuming and error-prone. Sage Intacct grant tracking and billing helps reduce that burden by providing a secure, centralized location for grant documents and information. Teams can tag revenue and expenses to specific grants, identify grant fund restrictions, and create concise reports on grant spend. This makes it easier to view, track, and report grant activity across the organization. With a more comprehensive view of financial data, employees can search for and analyze information, understand organizational impact, and make more informed decisions.
Support Long-Term Financial Success
Outdated accounting systems can create manual work, limit productivity, and make it harder for not-for-profits to access timely financial insight. Sage Intacct not-for-profit financial management software helps organizations streamline manual tasks, gain real-time financial visibility, strengthen grant tracking and billing, and support mission-focused work.
CBIZ is a proud Sage Intacct partner and helped clients implement Sage products across the nation for more than 30 years. To learn more about CBIZ’s Sage Intacct and not-for-profit expertise, connect with an advisor.
Frequently Asked Questions
These systems help organizations manage accounting, reporting, grants, restricted funds, budgeting, and financial visibility in one place. They can reduce manual work, improve accuracy, and give leaders real-time insight into financial performance across programs, entities and funding sources.
Finance teams can use Sage Intacct to centralize grant documents, tag revenue and expenses to specific grants, monitor spending, track budget-to-actual performance, and support reimbursement and reporting requirements. These capabilities can help not-for-profits improve accuracy, maintain compliance and prepare for audits more efficiently.
Current financial data helps leaders monitor budgets, spending, grants and program performance with greater confidence. Instead of relying on outdated spreadsheets or month-end reports, teams can use real-time information to make faster decisions, identify issues earlier and better align resources with mission priorities.
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