delivering financial intelligence in real-time: one click multi-entity consolidations
TRANSCRIPT
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Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Delivering Financial Intelligence
in Real-Time: One Click Multi-
Entity Consolidations
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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
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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
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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
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Growth Companies Rely on Intacct
Services Consumer
HealthcareSoftware
HospitalityOtherNonprofit
FOUNDATION
8,500+ Companies
Real
Value51,000+BusinessEntities
95%Customer
Satisfaction
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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
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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
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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
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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
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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
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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
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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