Managed Cloud, Accounting/ERP Software, Managed IT, and Cybersecurity
Strategic ERP
CBIZ Technology provides Sage Intacct consulting and implementation services across a range of industries, from construction and not-for-profit to professional services. Successfully implementing this cloud-based platform requires consultants who understand how different organizations benefit from industry-specific configurations. We assess your current financial systems to design configurations that support your operational requirements.
Our methodology addresses system design, data migration, integration setup, and user training. A Sage Intacct certified consultant supports you at every phase of your implementation.
Our Sage Intacct Solutions
FINANCIALS
General Ledger
Manage your general ledger, payables, receivables, and cash through Sage Intacct’s core platform. Automate month-end close and track departmental spending. Generate real-time financial statements with dimensional reporting configured to your needs.
JOB COSTING
Cost Accounting
Track project profitability, resource utilization, and billing in real time. Allocate labor and expenses to specific projects. Monitor your budget against actual spending, generate billing, and analyze resource allocation throughout your portfolio.
CONSOLIDATION
Multi-Entity Finance
Automate revenue recognition and consolidate reporting across entities and currencies. Remove internal transactions from consolidated financials. Manage entity-level requirements while maintaining consolidated visibility for leadership teams.
Frequently Asked Questions
As your trusted Sage Intacct implementation partner, we assess your current financial systems, map your requirements, and design a configuration that supports your operational workflows. The implementation includes system configuration, data migration from your existing system, integration with other applications, testing, and user training.
We extract data from your current system, validate and clean it, then map it to Sage Intacct’s structure. You review migrated data in a test environment before we finalize the migration to production. We work with you to determine which historical data to migrate based on your reporting and operational needs.
Sage Intacct connects with CRM platforms, payroll systems, procurement applications, and other business software through APIs and connectors. We assess your integration requirements and configure or build connections that automate data flow between systems.
We provide role-based training customized to your team’s use of Sage Intacct. Training covers the specific functions required for each role, from transaction processing to reporting to system administration. We deliver hands-on training in your configured system and provide documentation for ongoing reference.
Meet Our Sage Intacct Leadership Team
Kayla Hall
Director, ERP & Finance Transformation
Justin Van Druff
VP, Business Development
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