Propel Your Organization’s Financials Using the Power of Cherry Bekaert and Sage Intacct

calendar iconMarch 22, 2024

Succeeding in today’s business environment requires agility and rapidly adapting to change. For finance leadership and teams, this requires constantly analyzing, reforecasting, rethinking new data, and determining new approaches to drive business. No matter your industry, organizations must automate and streamline core financial management functions.

Combining the strength of Cherry Bekaert’s capabilities and Sage Intacct, you can propel your organization to new heights by enabling modern, financial cloud-based technology solutions. Our collaboration can strengthen your organization by streamlining your financial processes and providing enhanced insight to optimize business performance.

As a long-standing strategic partner of Sage Intacct, Cherry Bekaert has the accounting and technical knowledge necessary to implement and optimize the platform. We have many years of experience using the tool to manage the accounting for our clients, which sets us apart from other firms. Our team knows the platform’s functionality inside and out, and we can advise on how to get the best ROI on your investment in Sage Intacct.

Sage Intacct’s robust platform will eliminate the complications of spreadsheets, providing your organization with enhanced insight to optimize business performance. The platform also offers numerous benefits for your core financial functions, including accounts payable, accounts receivable, cash management, general ledger, order management and purchasing.

Accounts Payable

With Sage Intacct’s accounts payable (AP) software, you can easily track and view payments and schedule approvals anytime. For instance, get access to AP liabilities and vendor-aging reports, as well as bill and check register reports in real time from any device. Create automated, configurable processes to enhance internal controls. With purchasing functionality enabled, you can define the workflows and approvals to align with the way you operate, giving your organization complete visibility into the entire AP process.

Sage Intacct offers simplicity and control for smarter payment management. For example, with Vendor Payment Services built on the American Express Global Commercial Services infrastructure, you can automate your check, ACH, or credit card payment authorizations to speed up the process, saving you time and money and reducing risk. You decide what to pay and how to pay it.

Accounts Receivable

Get paid much faster with Sage Intacct’s accounts receivable (AR) functionality. You can automate your processes, submit invoices by email, and offer more payment options. You can also generate invoices for easy subscription management and attach customer documents to transactions for better recordkeeping.

Additionally, Sage Intacct offers configurable dashboards, reports, graphs, and charts, giving your organization a complete picture of customer aging, invoice analyses, recurring invoices, deferred revenue and much more. By incorporating Sage Intacct dimensionality, you can analyze AR data from a range of perspectives for a complete view of your business.

General Ledger

Extensive visibility, scalability and flexibility. These are words that come to mind when describing Sage Intacct’s powerful general ledger capabilities. Sage Intacct’s general ledger software displays reports and dashboards across any combination of drivers and metrics. With dimension values—pre-built, user-defined or required—organizations can capture unique business context of transactions, operational measures, and budgets.

Sage Intacct also streamlines the process of managing complex financials for multiple entities, domestically or globally. Consolidate financials with the push of a button, automate current conversions, and get consolidated financial statements anytime.

Some key highlights of Sage Intacct’s capabilities in the areas of accounts receivable, accounts payable and general ledger include:

  • Point-and-click controls: Easily and quickly create definitions of your workflows, approvals, and internal control processes to conform to your business.
  • Predefined defaults: Pay the correct amounts to the right vendors and take advantage of discounts.
  • Seamless integration with Sage Intacct’s Cash Management, Inventory and Purchasing: Minimize data reentry and get broader insights across all financial functions.
  • Real-time access to AP transactions and data: Review and react to your current situation rapidly.
  • Reports on vendors, aging or payments: Quickly and easily slice and dice your data to get important financial views.
  • Automated workflows and processes: Accelerate your AP cycle and enhance accuracy.
  • Approval alerts and messages: Enable greater responsiveness among team members.
  • Automated data entry: Save time, money, and resources while increasing accuracy with defaults for terms, discounts, GL accounts, payment priority and payment dates.
  • 1099 automation and support: Efficiently manage year-end with 1099 coding at the transaction level, multiple entity consolidation of 1099s, and IRS file generation.
  • Automate expense allocation with predefined tables: Operate with greater precision by allocating expenses across multiple entities, departments and locations.

Cash Management

Having visibility into cash is important for any organization. Sage Intacct’s cash management application provides real-time data of your cash. It supports bank feeds, automated bank reconciliations, and recording of cash activity.

True cash management provides organizations with a complete picture of their cash footprint and working capital. Sage Intacct’s platform helps answer important questions, such as: Where exactly is the cash coming from? Or where is it going? By answering these questions, you’re in control of the cash.

Sage Intacct makes reconciliations a breeze. Import statements from your financial institutions and automatically reconcile your checking, savings, and credit card accounts for easier cash management processing. Spot exceptions, manage bank errors, monitor for fraud and maintain accurate cash balances.

Flexibility is another key feature of Sage Intacct’s cash management solution. Apply payments to accounts not tied to an invoice or record POS payments not applied to a single customer. Quickly print checks or use the bill-focused payment cycle. Easily transfer funds across accounts to fund subsidiaries and branches, all with complete visibility.

Order Management

Order management is one of the most important processes of an organization. Sage Intacct’s highly configurable order management solution enables organizations to reduce processing time to achieve greater visibility and gain additional control over the ordering process. The software removes the manual work from multi-channel order management and conforms to unique workflows and pricing requirements.

Additionally, Sage Intacct can integrate with Salesforce order management. Salesforce is a cloud-based CRM software that provides applications focused on sales, customer service, marketing automation, e-commerce, analytics and application development. Thanks to easy, pre-integrated Salesforce CRM connectors, organizations can manage the Salesforce quote-to-order cycle by enabling sales and finance to share pricing, order status and other information without duplicate data entry.


Sage Intacct also puts organizations in control during purchasing processes. Use Sage Intacct Purchasing to create structured, predefined transaction and purchase approval workflows that increase speed, accuracy and efficiency. The Sage Intacct purchase order system connects with accounts payable, cash management and inventory, so you don’t enter the same information twice. Additionally, you can drag and drop files for simpler recordkeeping and instant access to supporting documents.

Organizations can use Sage Intacct’s purchase order management software to easily access critical information. For instance, users can see customizable, role-based purchasing dashboards, enabling them to quickly track budget performance, compare purchase quotes, see price breaks and more.

Digitally Driven, Industry-Aligned

Sage Intacct is built to help solve industry challenges, and we are committed to providing digitally-driven and industry-aligned solutions that meet business challenges. Cherry Bekaert provides Sage Intacct solutions and services to multiple industries, including but not limited to:

  • Not-for-Profit: In the nonprofit world, it’s all about maximizing impact. Often, that means a host of challenges can overwhelm a finance team and the accounting software that is in use. Sage Intacct provides complete financial visibility and clarity, while Cherry Bekaert provides nonprofits with the needed accounting expertise to set up the right accounting processes, manage compliance requirements, and certify they are getting the best ROI on their technology investment.
  • Professional Services: In professional services, you need a cloud-based accounting solution that helps establish profitable operations and improve customer satisfaction. Whether it’s IT services, consulting, marketing, advertising, staffing/recruiting, professional employer organizations, research, engineering or another specialized discipline, Sage Intacct has the accounting software that streamlines accounting operations and provides unprecedented financial visibility to enable your business to scale new heights.
  • Real Estate & Construction: Keeping an eye on expenses is critical in this industry. Sage Intacct Spend Management provides peace of mind by automatically checking spend transactions against budget availability. Turn your attention to strategic planning while Sage Intacct’s automation capabilities maintain daily control of spending.

Why Choose Cherry Bekaert?

Cherry Bekaert is a North American Sage Platinum Club Winner for the fiscal years 2022 and 2023 and is regarded as a top Sage Intacct Value-Added Reseller (VAR) Partner. Our Sage Intacct team has deep system proficiency, leveraging a variety of experience to implement a platform that will meet your financial reporting needs. We will work with you every step of the way, from determining project objectives and scope to understanding all facets of your organization and implementation of Sage Intacct software.

Additionally, Cherry Bekaert offers Outsourced Accounting Services, providing clients with an experienced team at a fraction of the cost of building an internal accounting team to support financial and operational business needs.

If you’re interested in custom solutions to address your key business concerns while streamlining processes, contact us today to get started on your Sage Intacct journey. We are eager to work with you.

Questions? Contact Us