CLA and Intacct Offer Accounting in the Cloud

Transcription

1 CLA and Intacct Offer Accounting in the Cloud Abe Mathew Manager CliftonLarsonAllen CLAconnect.com

2 Housekeeping If you are experiencing technical difficulties, please dial: Q&A session will be held at the end of the presentation. Your questions can be submitted via the Questions Function at any time during the presentation. The PowerPoint presentation, as well as the webinar recording, will be sent to you within the next 10 business days. Please complete our online survey. 2

3 About CliftonLarsonAllen A professional services firm with three distinct business lines Accounting and Consulting Outsourcing Wealth Advisory 3,600 employees 90 offices coast to coast CLA's outsourcing practice has industry-experienced resources, backed by a top-ten accounting firm with a full scope of accounting and financial experience, which allows us to bring scalable, turnkey solutions, to address organizations short- and long-term needs. 3

4 Speaker Introduction Abe Mathew Business Software Solutions Manager 9+ years of public accounting experience Specializes in cloud (web-based) software applications With a comprehensive knowledge of cloud financial applications, Abe helps clients design solutions to help solve financial systems and business process issues 4

5 Agenda Why Intacct Intacct product demo 5

6 CliftonLarsonAllen and Intacct CliftonLarsonAllen Began using Intacct in 2001 early adopter of cloud technology Customized use of the Intacct software Over 300 Intacct implementations Industry experience Thought leadership with Intacct Developed industry specific templates Assisted Intacct in product development Implemented or been involved in over 250 Intacct implementations High growth Intacct Premier Partner 6

7 Health Care Companies Rely On Intacct Real Value 8,500+ Growth Companies 51,000+ Business Entities Growing with Intacct 95% Customer Satisfaction

8 Industrial-Grade Operations Trust Intacct With Financial Data Tier 1 data center Hot backup data center Multiple layers of security and encryption Update every security patch on a nightly basis World-class 24x7x365 operations % uptime last year Industry leading SLA SSAE 16 compliant 3rd Party Penetration Testing Earthquake protected Armed guards Biometrics systems 8

9 Cloud Wave Is Best-in-Class Wave All-in-One Suite Best-in-Class Integration Payroll Vendor s Choice Sales Payroll Finance Medical Billing Company s Choice Finance HR Forecasting Dependence on single provider for all processes Single company R&D investment Maximizing performance & reducing risk 10x portfolio R&D investment 2-6x pace of Innovation vs. competitors

10 Intacct-Ready Ecosystem Continues to Expand 120+ partners 75% of our customers integrate with 2+ partners

11 Multi-Entity Environment Company Single Accounting Console One common set of data across all locations Locations are created within single transactional environment 1 TIN for entire company for all locations No ability to manage locations independently Books maybe balanced by location and/or by entire company LOCATION 1 LOCATION 2 LOCATION 3 Shared M-Console ENTITY 1 ENTITY 2 ENTITY 3 Multi-Entity Shared Shared Data Chart of Accounts, Customers, Vendors etc. Single Intacct Database Each entity may be managed independently or from top Books maybe balanced by entity or by entire company Consolidations performed from top level LOCATION 1 LOCATION 2 Consolidation Multi-Entity Distributed Separate Databases for Intacct Entities No data sharing between entities Supports Multiple Base Currencies Supports Multi-Currency/Multi Level Consolidations Entities are managed via Management (M) Console Consolidations performed separate Consolidation entity within M-Console 11

12 Managing What s Important to Your Organization Key Metrics Revenue Analysis Multi-Location Budget vs. Actual Snapshot of key financial and operational data is the first step

13 Key Areas that make Intacct Better Dashboards Reports, reports, reports Internal controls Industry Focus Multi-location Consolidation Integration CLAconnect.com

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15 What s Next? Complimentary consultation and demonstration for your organization 15

16 Thank you Abe Mathew, Manager CLAconnect.com twitter.com/ CLAconnect facebook.com/ cliftonlarsonallen linkedin.com/company/ cliftonlarsonallen 16