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Sage

Innovative accounting and ERP tools for small and midsize organizations.
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First

AICPA Preferred Accounting Application*

30+ Years

legacy partnership

100+ Awards

for customer support, software innovation, and more**

Unlock value with the keys to a faster close.

Business Technology Solutions at FORVIS provides enterprise resource planning (ERP) and customer relationship management platform analysis, design, implementation, upgrade, training, and support services. We are a Sage accounting and Sage Intacct software value-added reseller offering a full suite of consulting services. As a certified Sage Partner, our experienced team of technology consultants can help you transform your financial management processes to drive efficiency and growth.

Sage accounting systems are designed to help small and midsize organizations streamline workflows, close faster with time-saving automation, and gain real-time visibility into financial performance. The technology can gather information from across the organization to provide revenue, cash flow, and profitability insights—helping you make informed, data-driven decisions.

Further, Sage Intacct is the first and only preferred cloud accounting solution of the American Institute of Certified Public Accountants (AICPA)*. Customers also rated Sage Intacct #1 in customer satisfaction for the 9th year in a row—in addition to 100+ awards** for customer support, software innovation, and more, as reported by G2.

Moving Beyond Spreadsheets

When is it time to stop using spreadsheets for accounting? If your organization is growing or spreadsheet activity is slowing down your reporting and planning efforts, it may be time to move beyond spreadsheets.

While spreadsheets are versatile and familiar, they have limitations, including:

  • Manual Data Entry: Manual data entry increases the risk of errors, which can lead to inaccurate calculations and financial reports.
  • Version Control Challenges: Sharing and collaborating on spreadsheets can lead to confusion over different versions of a document, potentially leading to inconsistent or incorrect information.
  • Lack of Automation: Spreadsheets lack the automation capabilities that can streamline processes like invoicing, expense tracking, and payroll.
  • Limited Scalability: As business grows, managing larger volumes of data becomes more complex and time-consuming in spreadsheets.
  • Lack of Real-time Insights: Spreadsheets rely on more manual processes and therefore can’t provide real-time visibility into financial performance.
  • Security Concerns: Sensitive financial data often is stored in spreadsheets. As opposed to an ERP system that requires access to log in, spreadsheets can be shared with anyone, anywhere—making it challenging to safeguard against unauthorized access.

Why Choose Sage Accounting Software

Accurate and efficient financial management is paramount to growth and profitability. Sage accounting software can handle intricate transactions and reporting requirements more efficiently than spreadsheets. Here are some of the signs it may be time to upgrade from spreadsheets and explore Sage accounting and Sage Intacct software.

Sage dashboard shown on a computer monitor.
  • Automation & Efficiency: Sage offers features like automated data entry, bank reconciliation, and recurring invoicing, helping you save time and reduce the risk of errors.
  • Real-time Insights: Sage provides a real-time overview of financial performance, helping you identify trends, make informed decisions, and adjust strategies as needed.
  • Customizable Reporting: Create custom reports and dashboards tailored to your organization’s specific needs.
  • Scalability: Sage’s modular approach enables you to add features and modules as your organization evolves.
  • Data Security: Sage has robust security features to help protect your financial data, offering peace of mind against unauthorized access or data breaches.
  • Compliance & Regulation: Sage can help you stay compliant with changing financial regulations and tax laws. In addition, Sage can help simplify the audit process and improve audit readiness.

While using spreadsheets for accounting can serve a purpose, it also can hinder your organization’s flexibility and growth. As your organization matures, it’s essential to assess whether spreadsheets are still meeting your needs or if it’s time to explore more advanced solutions like Sage. With its automation capabilities, real-time insights, scalability, and data security, Sage can help you enhance your business processes, reduce errors, and increase efficiency.

Roll out a powerful financial management and ERP tool to get real-time information anytime, anywhere. When designed and used properly, an ERP system can help streamline workflows, improve productivity, and position your organization for success.

“Sage Intacct saves Hard Time Products approximately 35 hours per month by automating and streamlining processes.”
– Chase Patterson, VP of Operations and Sales

How FORVIS Can Help

We understand that every business is unique. That’s why our team of experienced technology consultants is here to help you realize the full potential of your accounting and ERP tools.

Sage Partner logo

FORVIS is a certified Sage Partner—with a legacy partnership that spans more than 20 years—providing implementation, integration, and consulting services.

We can help you assess whether Sage accounting software is right for you and what the process, costs, and timeline would be to implement it for your organization.

Our Sage technology consultants have decades of experience helping organizations assess technology platforms, design systems to streamline processes, and achieve their goals through digital transformation.

We bring a wealth of knowledge in implementing, integrating, and upgrading ERP tools along with providing a full suite of Technology Consulting services. Our extensive track record and approach to providing an Unmatched Client Experience® helps to differentiate us. We strive to help our clients solve their most challenging problems with innovative solutions that bring value and exceed their expectations. In addition, we respect your time and deliver projects promptly without compromising on thorough communication and quality.

When you’re ready to transform your financial management processes, we’ll be ready to assist. Use the Contact Us form below to learn more or request a personalized demo.

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How FORVIS Can Help You

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Business Technology Solutions
Digitally transform your organization, from enterprise resource planning (ERP) to customer relationship management (CRM) and more.
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Technology Consulting
Innovative digital solutions, technology strategy, and management consulting services.
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Nonprofit
Tax, audit, and consulting services for nonprofits. Professionals who understand your challenges & can help you reach your goals.
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