Managed Cloud, Accounting/ERP Software, Managed IT, and Cybersecurity
Fund Accounting
CBIZ Technology provides Sage Intacct implementation for organizations needing not-for-profit financial reporting software that manages complex fund structures, grant compliance requirements, and stakeholder reporting. Our certified consultants configure Sage Intacct’s dimensional structure to track revenue and expenses by fund, program, grant, and location while automating FASB-compliant financial statements. We support organizations transitioning from QuickBooks or legacy systems that lack real-time visibility and integration with donor systems.
We connect Sage Intacct with fundraising platforms like Salesforce to unify donor and financial data. Your implementation includes configuration, legacy data migration, staff training, and ongoing support.
Our Solutions
COMPLIANCE
Grant Management
Track grant budgets, expenditures, and compliance requirements in real time with AI-assisted categorization. Monitor spending against grant allocations and generate funder-specific financial reports. Maintain audit trails for grant compliance documentation.
TRANSPARENCY
Board Reporting
Generate board-ready financial statements showing program expenses, administrative costs, and fundraising efficiency. Access AI-powered dashboards providing real-time insights into cash position and fund balances. Provide stakeholders with transparent reporting that builds confidence and supports strategic decisions.
INTEGRATION
Donor Systems
Connect Sage Intacct with Salesforce, Raiser’s Edge, and other fundraising platforms. Sync donation data automatically to eliminate duplicate entries and maintain accurate donor records. View unified financial and development information in both systems.
Frequently Asked Questions
We assess your fund structure and grant tracking requirements, then configure Sage Intacct’s dimensional chart of accounts accordingly. The implementation addresses system setup, donor platform integration, historical data migration, and role-based training for your finance and development teams.
We configure an automated data flow between Salesforce and Sage Intacct to process donations. When your development team records gifts in Salesforce, that information transfers to Sage Intacct with correct fund designations and restricted versus unrestricted classifications.
We transfer financial data from QuickBooks to Sage Intacct while establishing your fund accounting structure. Our migration process includes mapping your existing accounts to dimensional funds and programs, transferring historical transactions, and validating opening balances before deployment.
Sage Intacct generates financial statements formatted for board presentation, including program expenses, administrative costs, and fundraising metrics. The system provides real-time dashboards showing cash position, fund balances, and budget-to-actual variance by program or grant.
Sage Intacct manages separate financial records for parent organizations and their chapters or affiliates while providing consolidated reporting. The system handles transactions between entities and produces both individual entity statements and consolidated financial reports for the parent organization.
Sage Intacct provides cloud-based fund accounting with dimensional tracking, grant management, and donor system integration designed for not-for-profit organizations. The platform works well for organizations needing FASB-compliant reporting, multi-entity management, and real-time financial visibility.
Meet Our Sage Intacct Leadership Team
Kayla Hall
Director, ERP & Finance Transformation
Justin Van Druff
VP, Business Development
Talk to Our Team
Connect with our consultants to discuss your needs for fund accounting, grant management, and donor system integration.
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