Accounting Software

Article Danielle Camara

Managing real estate portfolios shouldn’t require juggling spreadsheets, disconnected systems, and manual processes. Today’s property managers and finance teams need clear visibility into both financial and operational performance to make informed decisions and maximize net operating income.

Sage Intacct Real Estate brings these capabilities together in a 100% cloud-based property management platform designed for both commercial and residential real estate markets.

At the center of the platform is a unique data structure that places the lease document at the core of the workflow, allowing organizations to manage even complex agreements.

Sage Intacct Real Estate will help you:

  • Have the flexibility to accommodate a wide range of complex lease terms to maximize revenue
  • Gain greater visibility and control over your portfolio and lease agreements
  • Save time and reduce errors by eliminating manual data duplication

Real estate portfolios often involve multiple stakeholders, complex lease structures, and constant reporting demands. The right technology can simplify these processes and give teams the tools they need to manage properties more efficiently.

Make Property Management Easier Than Ever

Improve Transparency and Communication

Clear, accessible data is critical when managing properties and communicating performance with stakeholders. Sage Intacct Real Estate provides customizable dashboards that offer deeper insights into both financial and operational data across your assets.

Teams can generate financial statements and reports that keep property managers informed. Automated reminders also help ensure critical events—such as renewal options and lease expirations—are never overlooked.

Gain Flexibility and Control

As portfolios grow and leasing arrangements become more complex, organizations need systems that can scale alongside them. Sage Intacct Real Estate is designed to support that growth while providing powerful reporting functionality.

Intuitive data entry allows users to manage complex lease clauses, create custom reports, and generate invoices using flexible templates that support unique business needs. The result is a system that adapts to how your organization manages leases, tenants, and properties.

Manage the Complexities

Real estate portfolios often involve multiple tenants, units, and lease arrangements that can be difficult to track across disconnected systems. Sage Intacct Real Estate simplifies these processes by bringing everything into one centralized platform powered by real-time data.

Real estate organizations can manage multiple leases per tenant, multiple units per lease, or multiple tenants per lease within a single system. The platform can also automate management fee calculations and expense recoveries for common area maintenance and real estate taxes.

As real estate organizations grow, different teams need reliable information to make informed decisions and manage assets effectively.

Benefits for Everyone

No matter your role, Sage Intacct Real Estate provides deeper insight into the financial and operational health of your assets. With better visibility into performance, organizations can capture revenue opportunities, communicate results more effectively, and increase property and portfolio value.

  • Real estate owners and operators can increase asset value by capturing all revenue and monitoring spend, helping improve net operating income.
  • Executives gain a scalable solution that supports business growth, improves workforce efficiency with modern technology, and delivers powerful reporting for stakeholder communication—all while maintaining a lower total cost of ownership.
  • Property managers benefit from a centralized repository for lease information and easy-to-build dashboards that track financial and operational performance.
  • Accounting teams gain access to a robust accounting platform with streamlined reporting and best-in-class security.
Customizable dashboards provide deep insights on financial and operational data for your assets and allow key stakeholders to stay in the know.

Real estate organizations looking to modernize their property management operations don’t have to navigate the process alone. Our trusted team of Sage Intacct experts and real estate industry advisors help evaluate your current systems, identify opportunities for improvement, and implement solutions that provide greater visibility, efficiency, and control across your portfolio.

Contact us today.

Article Dean Dorton

Selecting accounting software may seem like a back‑office technicality, but for equine businesses, it’s often a strategic decision that directly shapes operational efficiency, data transparency, and long‑term scalability. The right platform can unlock meaningful insights and save hours of manual work; the wrong one can lead to costly rework, limited visibility, and operational complexity that grows over time. For equine business owners — whether launching a new venture or upgrading from a legacy system — this decision is more relevant than ever. 

Why Accounting Software Choice Matters More Than You Think 

Modern accounting platforms do far more than produce profit and loss statements. Today’s leading systems offer multidimensional reporting, automation, seamless integrations, and can consolidated views across entities — all critical capabilities for equine operations managing a farm, multiple departments, and an ever-changing horse roster. 

Here are some key features to look for as you consider the many options available today: 

Reporting That Mirrors Your Business — Not the Other Way Around 

The most powerful accounting platforms allow equine businesses to create reports that reflect the true complexity of their operations. With the right software, reporting goes beyond standard financial statements and opens the door to deep operational visibility. 

For example – Sage Intacct’s multidimensional reporting allows users to pull reports by department, location, or even individual horse — making it possible to analyze revenue, expenses, and performance in a way that aligns with how the business actually operates. For equine owners seeking to understand profitability by horse, location, department, or trainer, this level of granularity can be transformative. 

Multi‑Entity Abilities for Multi‑Entity Businesses 

Equine businesses often include multiple operations, each with unique financial needs. Choosing software that supports multi‑entity structures ensures you can easily consolidate operational and financial reporting. Systems designed for this complexity eliminate the manual spreadsheets and duplicate data entry that plague businesses using software not built for multi‑entity management. 

Software That Plays Well with Others 

In today’s tech environment, no single platform can do everything — and it shouldn’t have to. Picking software that integrates smoothly with specialized apps allows you to create a best‑in‑class financial ecosystem tailored to your operations. 

Our AFO Equine team frequently pairs accounting platforms like Intacct and QuickBooks with applications such as BILL, which provides advanced AP and AR capabilities and integrates seamlessly with both systems. Integrations like these enhance automation, expand reporting opportunities, and link operational data directly into your financial system — reducing errors and improving efficiency. 

Harnessing AI & Automation to Save Time 

Leading accounting software providers are investing heavily in automation and AI, which enables small accounting teams to work more efficiently. Examples include automated AP/AR workflows, smart document capture, and auto‑classification of transactions.  

Even third‑party tools are innovating rapidly — for instance, BILL’s automated W‑9 collection feature, which requests and reminds vendors to submit their documentation without requiring manual follow‑up from your team. These innovations free teams to focus on higher‑value work rather than repetitive manual tasks. 

The Hidden Cost of Choosing Wrong 

Switching accounting software is possible — but it is rarely painless. A transition often involves redesigning the chart of accounts, remapping historical data, re‑implementing integrations, and rebuilding reports to finally gain the visibility you needed all along. For many businesses, the time and money spent correcting a poor initial decision far outweigh the upfront investment of selecting the right software and setting it up properly. 

For equine business leaders, accounting software is more than a financial tool — it’s an operational backbone, a strategic insight engine, and a long‑term investment. The right platform strengthens decision‑making, improves efficiency, and scales as your business evolves. If you’re considering a software upgrade or starting fresh, our AFO team is here to help you think strategically, select the right system, and implement it in a way that sets your business up for long‑term success. 

Contact us today.

Article Dean Dorton

Deciding where and how to run workloads has never been more complex — or consequential — than it is in today’s modern infrastructure. The critical services that run your business  must scale on demand, recover from failures and remain secure. At the same time,  technical leaders are expected to meet business goals such as lowering costs, accelerating  time to value and reducing operational overhead.

Adding to the challenge are competing mandates  to either increase cloud adoption or repatriate workloads to address data sovereignty. Each option often requires compromising something essential, creating a perceived tradeoff between what the business needs and what your teams can realistically deliver.

This tradeoff is an artifact of how infrastructures and workloads have evolved. For years, achieving the flexibility offered by cloud-native architectures meant accepting the public cloud’s operational and cost models, or stitching together automation and overlay tools in private cloud — along with the complexity that approach introduced. What has changed is that the software overlay has finally been refined and integrated. When you can deploy a single software-defined platform across your data center, edge and public cloud, the divide between control and agility begins to dissolve. This shift simplifies the operation of global applications and services.

Nutanix Cloud Platform provides that unified, software-defined foundation by collapsing compute, storage, automation and networking into a hyperconverged platform. It operates consistently whether deployed on premises, integrated with leading compute, storage and data center networking solutions, or provisioned as Nutantix Cloud Clusters in AWS, Azure, or Google Cloud Platform.

Industries under the greatest pressure to modernize infrastructure often lack the luxury of slow migrations or managing multiple platforms and interfaces. While each industry faces unique challenges, they share a common requirement: infrastructure must support steady production cycles while adapting  to unpredictable capacity demands  without driving architectural sprawl or operational disruption.

  • Construction: Project management systems and building information modeling (BIM) applications generate multi-terabyte datasets that distributed teams need to access from job sites and remote offices. Further, project-based work often creates unpredictable demand cycles. Nutanix Cloud Infrastructure runs core applications on premises for consistent performance, then extends capacity to Nutanix Cloud Clusters in AWS, Azure, or GCP as new project phases demand additional engineering and design resources, without rearchitecting applications or retraining  teams on new management tools.
  • Manufacturing: Manufacturers must run legacy production systems alongside modern operational technology without maintaining separate stacks, all while ensuring security. Nutanix Cloud Infrastructure and Nutanix Kubernetes Platform can run and manage Virtual Machines and Kubernetes containers from the same platform (Prism), regardless of whether those workloads are localized in a private cloud, public cloud, or edge.
  • Healthcare: Healthcare organizations face compliance and operational requirements that make balancing resiliency with flexibility especially challenging. Electronic health record systems (EHR) cannot incur downtime and often do not easily support cloud-native architectures. Clinical imaging generates terabytes of data daily that requires immediate  access and long-term retention. Nutanix Cloud Clusters and Nutanix Cloud support a lift-and-shift approach to initial adoption, while remaining flexible enough to migrate workloads between cloud boundaries without requiring conversion. Nutanix Unified Storage handles block, file and object storage on a single platform eliminating the need to manage separate systems for active vs archived data.

Organizations that want to thrive in these industries can not afford for infrastructure to be the bottleneck in how quickly they respond to business demands. The architectural question facing technical leadership isn’t about choosing between cloud and on premises, or between stability and agility. It’s about whether your infrastructure platform can accommodate both the workloads you’re running today and the ones you’ll need to support going forward without requiring a fundamental redesign each time your priorities shift.

Dean Dorton Technology works with clients facing these same infrastructure challenges. We’ve built a practice around integrating and implementing solutions like Nutanix to help our clients align modern infrastructure solutions to their business needs. If your teams are spending more time managing infrastructure complexity than delivering business value, we can help evaluate opportunities to unify and optimize how you deliver workloads and services.

Contact us to discuss your infrastructure strategy.

Article Dean Dorton

Grant management has changed significantly in the last ten years. What used to be mainly an administrative accounting task is now a strategic skill that affects compliance, funder trust, cash flow, and long-term viability. Nonprofits are no longer just asked to report how grant money was spent afterward, but to manage those funds carefully and openly in real time—often across multiple grants, programs, and funding sources simultaneously.

Yet many organizations still rely on outdated accounting systems that were never designed to address today’s grant management challenges. As expectations increase, these limitations become a significant operational and financial risk.

The New Reality of Grant Oversight

Compliance Is More Complex—and Less Forgiving

Updates to Uniform Guidance, higher audit thresholds, increased cybersecurity scrutiny, and expanded oversight of subrecipients have elevated the standards for compliance. Nonprofits must consistently demonstrate proper controls, accurate cost allocations, and timely documentation. Relying on manual processes and static account structures makes this more difficult, leaving organizations vulnerable not only during audits but throughout the entire grant lifecycle.

Transparency and Real-Time Accuracy Are Now Expected

Funders expect continuous insight into how their funds are used—not just at the end of a grant period but throughout. While formal grant reporting might be done semi-annually or annually, grant drawdowns are often a monthly process, and outdated systems cause the greatest strain and risk during this time.

When finance teams rely on spreadsheets or manual reconciliations to prepare drawdowns, the process becomes slow, error-prone, and difficult to validate. In contrast, real-time visibility into allowable costs, remaining balances, and grant restrictions allows organizations to prepare drawdowns more efficiently and confidently, knowing the data is accurate and up-to-date.

Manual Processes Create Risk Around Cash Flow and Revenue Recognition

Legacy systems often face challenges with one of the most complex parts of grant accounting: revenue recognition for conditional funding, which represents the majority of federal grant revenue. Without the ability to accurately track expenses against grant conditions in real time, organizations risk recognizing revenue too early or too late, leading to compliance issues and inaccuracies in financial statements.

Modern grant management processes help ensure that revenue is recognized properly as conditions are fulfilled, while still clearly distinguishing between restricted and unrestricted funds. Achieving this level of precision is difficult—if not impossible—to sustain in systems that rely heavily on manual workarounds.

The Cost of Standing Still

Organizations that continue to operate on outdated accounting platforms face real consequences:

  • Increased compliance risk due to limited controls and manual drawdown preparation
  • Significant time spent each month preparing grant drawdowns and reconciling data
  • Greater exposure to revenue recognition errors for conditional grants
  • Reduced scalability, making it harder to manage multiple or overlapping grants without adding staff

Over time, these challenges can limit growth, strain finance teams, and hinder an organization’s ability to pursue new funding opportunities.

How Sage Intacct Supports Modern Grant Management

Modern cloud-based platforms like Sage Intacct are designed to support the entire grant management lifecycle—not just reporting at the end. Instead of requiring nonprofits to modify their processes to fit rigid account structures, Sage Intacct uses dimensional accounting to track grants, programs, funders, and restrictions in real time.

With Sage Intacct, nonprofits can:

  • Track grant activity and allowable costs continuously, not retroactively
  • Prepare grant drawdowns more efficiently using real-time, validated data
  • Reduce manual reconciliation by tying expenses directly to grant dimensions
  • Support accurate revenue recognition for conditional grants as expenses are incurred
  • Provide leadership and boards with clear, up-to-date visibility into grant balances and funding utilization

This approach shifts finance teams from reactive cleanup work to proactive grant oversight—reducing monthly effort, improving accuracy, and lowering overall risk.

Organizations that modernize their grant management processes often see measurable improvements. Some have cut grant-related preparation time from hours or days to just minutes, while others have increased their capacity to handle more grants without hiring additional staff—simply by gaining better visibility and control over their financial data.

Modernization Is a Strategic Imperative

In today’s funding climate, the ability to accurately manage grants in real time is essential for mission success. Grant drawdowns, compliance, revenue recognition, and transparency are no longer occasional issues—they are constant operational demands.

Switching to a modern platform like Sage Intacct provides nonprofits with more than just improved reporting tools. It boosts their confidence in data, streamlines monthly processes, and creates a financial foundation that supports growth, compliance, and lasting impact.

See the Benefits in Action

Join us for an upcoming webinar to discover how nonprofits are modernizing grant management to increase real-time visibility, streamline grant drawdowns, enhance revenue recognition, and reduce compliance risks. We will share practical insights and examples of how modern financial systems can better support today’s grant-funded organizations.

Register here: Grant Management in 2026: Why Outdated Accounting Systems Put Nonprofits at Risk

Article Danielle Camara

Nonprofit organizations today face increasing demands: limited resources, complex funding structures, and heightened scrutiny from funders, boards, and regulators. Many organizations, however, still rely on accounting systems that were never designed to meet the unique needs of mission-driven work.

As nonprofits grow in size and complexity, accounting software must evolve from a basic record-keeping tool into a strategic platform for transparency, compliance, and informed decision-making. Understanding what makes a system effective—and why traditional tools fall short—is essential for long-term sustainability.

The challenge with traditional nonprofit accounting tools

Many nonprofits start with systems built for small businesses or general use. While these tools may suffice early on, they often struggle to keep pace as organizations scale. Common pain points include:

  • Limited reporting capabilities, forcing finance teams to rely on spreadsheets
  • Rigid chart of accounts structures that become cumbersome over time
  • Manual workarounds for grant tracking and fund restrictions
  • Slow, resource-heavy month-end closes
  • Difficulty producing board-ready or funder-specific reports

These limitations can pull finance teams away from strategic oversight and into administrative maintenance.

What modern nonprofit accounting systems should offer 

To overcome these challenges, nonprofits need systems designed for their complexity. Here are key capabilities to look for:

1. Dimensional Accounting

Instead of overloading a chart of accounts with codes, dimensional accounting allows organizations to track funds, grants, programs, locations, and projects independently—and simultaneously. This enables:

  • Real-time visibility into financial performance by program or initiative
  • Accurate tracking of restricted and unrestricted funds
  • Easier response to funder and board reporting requests
  • Elimination of parallel spreadsheets

2. Grant and Fund Management

Grant-funded organizations often struggle with compliance and reporting. A strong system should support:

  • Grant budgets and spending controls
  • Time-based or milestone reporting
  • Visibility into remaining balances
  • Built-in compliance with fund restrictions

3. Financial Clarity for Leadership

Boards and executives need timely, actionable insights—not static reports weeks after month-end. Look for:

  • Dashboards and customizable reporting
  • Faster, cleaner closes
  • Consistent reporting across departments
  • Audit-ready transparency

4. Scalability and Integration

As nonprofits grow, merge, or diversify funding sources, their systems must scale. Cloud-based platforms (such as Sage Intacct) often provide:

  • Multi-entity support
  • Integration with donor, payroll, and reporting tools
  • Capacity for increased transaction volume

Turning finance into a strategic advantage

The difference between a basic accounting tool and a true nonprofit financial platform is impact. When finance teams spend less time on manual processes and more time analyzing data, organizations gain:

  • Stronger stewardship of donor and grant funds
  • Improved compliance and transparency
  • More confident leadership decisions
  • Greater organizational resilience

What’s next: preparing for the shift 

Moving to a more robust accounting platform raises important questions about readiness, implementation, and long-term value. Nonprofits should consider:

  • When to move beyond entry-level systems
  • How to design reporting that aligns with mission and strategy
  • What best-in-class financial management looks like in practice

Educational webinars, peer discussions, and case studies can help leaders make informed decisions about the future of their financial systems.

Contact your Dean Dorton advisor to learn more about strengthening your nonprofit’s financial systems and long-term reporting strategy.

Article Kristin Butler

As of October 22, 2025, the US Government has been shut down for 22 days, and there are no indications of an end in sight. Two of the shutdown’s central issues are related to healthcare:

  • Rolling back or keeping the cuts to Medicaid contained in the One Big Beautiful Bill Act (OBBBA)
  • Extending or letting expire the premium tax credits offered to those who purchase their health insurance through the Health Insurance Marketplace (Affordable Care Act)

Open enrollment for 2026 coverage under the Affordable Care Act (ACA) begins November 1, 2025 and ends January 15, 2026.

There are currently over 24 million people enrolled in ACA marketplace insurance products. With the uncertainty of the premium tax credits, there are several questions remaining to ask and answer over the next several months.

If the premium tax credits are extended as part of a compromise to reopen the federal government, there would be few implications for healthcare providers concerning patients covered under the ACA marketplace.

However, if the premium tax credits are not extended, there could be significant consequences for healthcare providers.

Health insurance for families/individuals will be more expensive without the premium tax credits. Will families and individuals drop their health insurance and hope for no future medical issues? When medical issues do arise for those without medical coverage, healthcare providers can expect more charity care and bad debt expenses.

Another potential source of bad debt and charity care expenses come from the OBBBA’s Medicaid Redetermination (also known as Medicaid Recertification or Medicaid Renewal). Medicaid Redetermination will likely reduce Medicaid enrollments across the country. The amount of the decrease is hard to predict. When Medicaid Redetermination was completed after Covid in early 2023, 27 million individuals were disenrolled from Medicaid.

With more families and individuals becoming disenrolled from Medicaid and premium tax credits for coverage under the ACA expiring, it would be unlikely that these individuals would seek coverage under the Health Insurance Marketplace. Thus, another cut to healthcare providers net revenue could result.

Given the challenges of the two healthcare issues keeping the federal government shut down, it will be challenging for healthcare providers to forecast and budget future revenues and expenses as part of strategic planning. These two issues give us certainty in one thing: the uncertainty of healthcare. Stay connected with Dean Dorton by subscribing to our newsletter for the latest updates.