Remote Work Revolution: Sage Intacct Best Practices for Finance Teams

Remote Work Revolution: Sage Intacct Best Practices for Finance Teams


In this article, we look at tips on how teams can improve efficiency and collaboration in a remote setting for those users using Sage Intacct. 

Remote teams are becoming more and more popular in the changing workplace. Global events and technology improvements have hastened this shift, so teams must adjust and find new strategies for productive collaboration. One of the best cloud financial management platforms, Intacct, has many features that help improve remote teams’ productivity and cooperation. This post explores useful advice and methods for utilising Intacct and additional resources to support efficient remote work environments. 

A key feature of Intacct is that it allows employees to access real-time financial data from anywhere as long as they have an internet connection. This level of accessibility ensures that remote teams can work efficiently without the need for on-premises software, which can be challenging to implement and access remotely. The platform’s cloud-based nature provides employees with the flexibility to work from home or on the go, which can lead to reduced commute times and a better work-life balance. 

You don’t need to worry about security and compliance either. Sage Intacct provides robust security and compliance features, handling compliance and security for its users, which is particularly beneficial for companies dealing with sensitive data. The platform supports HIPAA and GDPR compliance, offering peace of mind for businesses that need to meet strict regulatory requirements. 

So what are the best practices for remote finance teams using Intacct? Below, we’ve put together key points why it’s the ideal tool for your remote accounting team. 

Embrace Cloud-Based Financial Management 

With real-time access to financial data made possible by Intacct teams can act quickly and decisively. To take advantage of cloud-based solutions like Intacct this entails switching to a digital-first strategy and abandoning conventional, paper-based procedures. Teams can guarantee that financial data is available at all times and locations by doing this, which is essential for remote work. 

Streamline Communication 

Effective communication is the backbone of any successful remote team. Sage Intacct’s collaborative features, such as shared dashboards and reporting tools, can help streamline communication by providing a single source of truth for financial data. However, it’s also important to complement these features with robust communication tools like Slack, Microsoft Teams, or Zoom. Remote teams should establish clear communication protocols, including regular check-ins, virtual meetings, and updates, to ensure everyone is aligned and informed. 

Automate and Integrate 

One of Intacct’s key benefits is its ability to automate financial processes and integrate with other business tools. Teams can improve efficiency by automating repetitive tasks such as invoicing, expense management, and financial reporting. Additionally, integrating Sage Intacct with project management tools like Asana or Trello can provide a holistic view of projects, budgets, and financial performance. This integration ensures that financial considerations are seamlessly incorporated into project planning and execution, enhancing collaboration between finance and project teams. 

Foster a Culture of Collaboration 

Technology is a major enabler of remote work, but cultivating a collaborative culture is just as important. Teams should exchange best practices, promote candid communication, and unite in celebrating accomplishments. Intacct’s collaborative tools, like dashboard insights and report comments, help promote a sense of teamwork and shared accountability for financial objectives. Informal virtual get-togethers and virtual team-building exercises can support the development of trust and stronger bonds between team members. 

Leverage Advanced Reporting and Analytics 

The advanced reporting and analytics features of Intacct can greatly improve remote decision-making. To discover patterns, understand financial performance, and make data-driven decisions, teams should take advantage of these tools. While detailed reports might provide a deeper insight, customisable dashboards can offer a quick and accurate overview of important financial variables. Teams can work together more successfully on performance enhancement and strategic financial planning projects by routinely going over and debating these ideas. 

Continuous Learning and Improvement 

Groups should embrace an attitude of ongoing learning and development. Teams must stay informed on new features of Intacct and other tools, as well as best practices, as the remote work landscape and technology are always changing. Encouraging team members to take part in webinars, forums, and online training can help them become more knowledgeable and skilled. Asking for opinions and recommendations on how to make remote work procedures better can also spark creative thinking and improve productivity and teamwork. 


It takes a combination of effective technologies, transparent communication, and a strong cooperation culture to increase productivity and collaboration in a remote work environment. With Intacct’s capabilities, other business tools integrated, and a collaborative work environment, remote teams may overcome the obstacles of working remotely and prosper in the digital era. In an increasingly distant work environment, teams must continuously learn and adapt to new technology and best practices to be competitive and agile. 

More about us 

Itas Solutions, is a multi-award-winning UK business that specialises in providing Sage accounting software solutions. Our main objective is to offer comprehensive services and support for all Sage products, including Intacct. 

As a multiple-award-winning Sage Partner demonstrates our dedication to excellence in the realms of Sage technology and financial transformation consultancy.    

Our team, which is made up of transformation consultants and technical experts, assists companies in maximising their financial operations through the usage of Sage software. 

To learn more about this and how we can help, call +441824 780 000 or email [email protected]