delivering financial intelligence in real-time: one click multi-entity consolidations

Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

Delivering Financial Intelligence

in Real-Time: One Click Multi-

Entity Consolidations

Proformative is the leading educational resource for corporate finance

professionals.

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Welcome to Proformative

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

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

Growth Companies Rely on Intacct

Services Consumer

HealthcareSoftware

HospitalityOtherNonprofit

FOUNDATION

8,500+ Companies

Real

Value51,000+BusinessEntities

95%Customer

Satisfaction

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

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

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

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

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

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

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