Intacct Cloud Based Accounting System

Buu-Linh Tran – Senior ManagerJeremy Taro – Account Executive

Thrive. Grow. Achieve.

March 26, 2013

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WHAT’S ON TAP

· Introduction & Agenda· New Options - On Premise v. Cloud

· What is the Cloud? Attributes, Advantages· On Premise – Advantages· Mixed Cloud with Traditional ERP· Key Decision Points

· Introduction to Intacct· Flexibility & Visibility· Multi-Everything

· Demonstration - Intacct· Functions· Visibility· Flexibility· ROI

· Q&A

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DO YOU NEED THE NEW SOFTWARE?

Hint – Sometimes You Need to Change Your Software!

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MUTUAL INTRODUCTIONS

• WHO IS IN THE ROOM

• YOUR ORGANIZATION– Size – employees – Current Accounting Solutions– Challenges

• Raffa– Seth Zarny– Glenn Anstead– Jeremy Taro– Brief Background and Qualifications

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WHAT IS THE CLOUD?

NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST)

Cloud computing - model for convenient, on-demand network access to shared pool of configurable computing resources (e.g., networks, servers, storage, applications, and services). Rapidly provisioned and released with minimal management effort.[4]

Cloud computing provides computation, software, data access, and storage services – does not require end-user knowledge of physical location and configuration of the system that delivers services.

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CLOUD – CLAIMED KEY ATTRIBUTES

• Agility – Improved Re-Provisioning• Cost – Claimed to be reduced,

costs distributed over many users• Device & Location Independence• Multi-Tenancy – Key Issue for ERP• Reliability – Multiple Redundant

Sites• Security – Providers devote more

resources• Maintenance – Upgrades Installed

Centrally

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ON PREMISE ATTRIBUTES

•Control – In your environment

•Integration with Organization Applications

•Customization – Under Your Control

•Security – Pluses & Minuses

•Access – Remote Access & Controlled Users

•Local Data – Data is Accessible

•Known Costs – Traditional Costs

•Reputable Mature Vendors

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MIXED CLOUD & TRADITIONAL VENDORS

• Existing Software – Hosted in the Cloud• Mature Products – Functionality • Monthly Fees• Single Tenancy – Upgrades, Backups,

Customized Attention• Integrations – Traditional• Remote Access - Citrix, Remote Desktop• Known Costs – Traditional Costs• Reputable Mature Vendors

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Key Decision Criteria To Consider

• Functionality – Do Cloud Solutions Meet Your Functional Needs?

• Sophistication – What level of customization do you require• Infrastructure Support – Committed to On-Premise

Infrastructure, Cloud, or Both• Costs – What are the Realistic Costs for Your Organization

– On-Premise vs Cloud• Support – Who is Supporting Your Users, Applications, and

Infrastructure

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Introduction to Intacct

• Newer Cloud Based ERP System

– True Cloud Based– Local Partners– Yearly Costs

• Strong Functionality• Very Satisfied Client Base• Targeted to Firms – in no

particular order– Outgrowing QuickBooks– Interested in the Cloud– Not For Profit– Project Oriented Firms –

Professional Services– Very Strong Financials

– Multi-Company– Multi-Currency– Multi-Organizational Rollup– Cost Effective

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Intacct’s Relevant Experience

HELPED HUNDREDS OF BUSINESSES LIKE YOURS ACHIEVE A SIGNIFICANT ROI BY:

– Increasing real-time visibility into your software business to deepen leadership insights

– Accessible Financials, Multi-Organizational, & Services

– Automating complex revenue recognition and billing

– Maximizing renewal revenue with proactive and automatic renewals management

– Accelerating financial consolidations and close processes

– Streamlining the capture of time and expenses incurred by your services organization

Case Examples

“Intacct has rich functionality, great reporting and it’s tremendously flexible. Intacct makes us more productive, allowing us to strategically redeploy some of our staff – ultimately saving the company more than $100,000 annually in added salary.”

CEO

ASP Global Services

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Introducing Intacct’s Core Pillars of Success

Since we are into financials, let’s do a little math …

Best

Best in Class (Cloud)

Financials

SuperiorROI

YOUR SATISFACTION

Deep Visibility “Get the Edge”

Leadership Insights

Flexibility & Control"You're in Charge”

Maximize the Value of Your

Data

Adapt the Power of Our

Software

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Best in Class Financials

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Intacct has the most and fastest growing momentum of any firm in the financial software industry

• Over 800 net new customers in 2010; 4,000+ in all

− ~20,000 entities using Intacct− Very high retention and

minimal churn

• 80% year over year growth in CQ4, 2010 in total new subscriptions

• AICPA preferred financial management application

• Customer and industry awards and recognition

• 12 years production proven experience and continuous innovation in the cloud

5,000+

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Our Clients are Enjoying Tremendous Success

PUBLIC COMPANIES

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Intacct Software Presentation

DEMO

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Questions?

Buu-Linh Tran – Senior Managerbtran@raffa.com 301.279.6511

Jeremy Taro – Account Executivejtaro@raffa.com301.279.6504