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Explore courses and workshops ↗Financial operations
Sage Intacct
Sage Intacct
Managed AI Workflows.
Prepare close and approval work with source-linked explanations that finance can review before acting.
THE OPPORTUNITYStart where the work
Start where the work
gets held up.
Finance teams spend time collecting variance evidence across entities and periods. AI can draft a narrative, but only if it can distinguish actual movements from missing data.
Make management review easier with a disciplined evidence pack rather than a confident unsupported explanation.
A WORKFLOW WORTH EXPLORING
Period variance review preparation
A finance owner approves a reporting extract for variance analysis.
Identify material movements and draft a narrative that links every numeric statement to a source. Separate known causes from questions needing investigation.
WHERE JUDGMENT BELONGS
Make the review point explicit.
The controller reviews figures, period comparability and explanations. Unsupported causal statements are removed or returned to the budget owner.
Work within the real constraints.
Confirm reporting permissions, dimensions and consolidation boundaries. Sensitive financial extracts need agreed storage and access controls.
Success needs
a useful measure.
Track numeric corrections, unresolved explanations, report preparation time and reviewer effort before claiming an improvement.
Before expanding the workflow, compare the result with the current process. Include review effort and exceptions in that comparison so the improvement reflects the team's actual experience.
Read the implementation guide ↗CHOOSE THE RIGHT SUPPORTBuild it. Build with us.
Build it. Build with us.
Or have us manage it.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Work through it together.
Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗We manage the foundation.
Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗START WITH YOUR WORKWhat are you
What are you
working on?
Looking for a course, help with a difficult problem, or someone to build a solution? Tell us where you are and what you'd like to do next.