Sage Intacct

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

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 Autumn Hines

Healthcare organizations are buried in data – patient data, claims data, financial data, operational data, and more – and that includes finance leaders, the finance team, and the C-suite. But just how much of all this data is being organized and leveraged for practice success?

Respondents to our recent Healthcare Finance Team Leadership Survey told us that manual, time-consuming reporting and a lack of real-time visibility into key metrics and performance were the biggest internal frustrations their organizations are facing today. Further, our respondents are overwhelmingly looking for automation when it comes to reporting – to enable turnkey, on-demand, self-service reporting so they can free up the finance team to spend more of their time on strategic work.

There’s clearly a need for data, so the question becomes: What do you measure? How? And what do you do with the insight? To answer these questions (and more), I sat down with Linda Pinion, Sage Intacct’s Principal Solutions Consultant (and resident expert on all things KPIs, dashboards and reports) to uncover tips and tricks for healthcare finance leaders looking to take measurement and reporting to the next level for practice success and how financial and accounting reporting for healthcare organizations can help with that.

Linda’s advice? Focus on a few key areas for the most impact:

What to Measure? Everything!

Linda urges healthcare finance leaders to go beyond traditional revenue and expenses when thinking about measurement. Dig into the details! Consider comparing supplies versus equipment, or direct versus indirect expenses. Compare provider performance or location against location, revenue by insurer, or the profitability of certain treatments or services over others. Challenge yourself and your team to look beyond the “standard” financials and explore how things like capital improvements, revenue, and expenses related to patient care and procedures, participating in new payment models, or offering new products and services, will impact the bottom line.

Sage Intacct customer Paige Oldham, CFO of Health Solutions, did just this, and now enjoys more visibility and streamlined efficiencies, telling us, “We can combine different kinds of KPIs all in one report for a much clearer picture of what’s going on with the business. I have [everything] all in one place and can drill down as needed, which helps immensely.”

The lesson learned? You won’t know until you measure.

Communication & Collaboration

What good is measurement if it’s done in a vacuum? Practice success hinges on everyone working towards the same goal and clearly understanding the health of the business today, and where it is trending for the future. Linda recommends that healthcare finance leaders find ways to enable members of your team and broader members of the practice to access tailored dashboards and reports. That way, whether it’s a specific provider, department, entity, location, or other functional area of the business, they know where they stand, what they are accountable for, and how they directly impact and influence practice success.

If you have a means to communicate and collaborate in an automated way within your finance system, that’s even better – your team will spend less time creating reports and more time on strategic work that will help move the practice forward.

Go Beyond the Financials

While strong financial reporting is critical, don’t underestimate the power of combining financial, clinical, and operational data to uncover a deeper level of understanding and a more sophisticated way to measure the success of your practice.

Consider how Virginia Jones, PhD, and COO of Village Family Dental, took reporting to the next level:

“The system identifies which offices or service lines are making money (or not), so we can decide which lines of business to expand or reduce. Expanding on pediatrics and OR cases and reducing certain insurance carriers has increased revenue by as much as $40,000 per month. After we started offering frenectomies and sleep apnea services, it was simple to evaluate each one’s profitability and determine contributing factors.”

Perhaps your providers want to see revenue or expenses by patient, per visit, or procedure. Perhaps executives want to understand profitability by provider, the impact of entering a value-based contract, or the potential revenue from adding a new service like Virginia and her team at Village Family Dental. Combining financial, clinical, and operational data all in one place enables healthcare finance leaders to move away from simply reporting on the events of the past and shift gears to strategically predicting the future of the practice.

Authored by Melissa O’Dowd

Melissa is a leader within the Healthcare practice at Sage Intacct, having spent the last 18 years working within the healthcare industry, helping healthcare technology, consumer health, medical devices and diagnostics, pharmaceutical, and biotechnology companies change the lives of the patients they serve.

Article Autumn Hines

When it comes to something as fundamental to business as accounting, it rarely pays to rock the boat. That may help explain why many accounting teams still rely on the same legacy accounting software that’s been in place for years or decades. If it still works and people feel comfortable using it, why deal with finding, implementing, and learning a replacement?

In the case of Microsoft Dynamics GP and many other long-running accounting solutions, the cost of keeping the existing software in place may be (much) higher than it seems. What’s more, the cost goes up the longer legacy software remains.

With accounting software, the status quo gets extremely expensive. Here’s how:

Installing Annual Updates

Updating legacy software starts by learning what the updates include and how they affect the existing toolkit. Then someone in-house has to install the updates, which takes time, or a third party does it, which takes money. Falling behind on the updates puts the entire system, and the entire accounting process, in jeopardy.

Running Tech On-Prem

From purchasing servers and infrastructure hardware to paying for office space and electricity, running legacy technology on-premises comes with high costs. It also takes significant amounts of time, skill, and specialized staff to keep that technology running optimally and securely—because lapses in either come with high costs of their own.

Dealing with Dated Features

Microsoft Dynamics GP no longer receives major functionality additions, just as other developers have effectively abandoned their older software to focus on something new. Getting increasingly outdated software to work with modern tools often requires expensive support from consultants and developers. Even worse, yesterday’s technology misses out on the best of what today’s and tomorrow’s technology can do—advancements like artificial intelligence that are changing accounting as we know it.

Downtime and Disruption

Software, like anything else, gets more prone to breaking down with age. Downtime happens more frequently. It also happens for longer since older, often highly customized systems take longer to fix and have fewer outlets for support. Plus, there’s no service level agreement (SLA) offering a cost reduction for downtime—the victim bears the whole burden.

Switching Software is a Golden Opportunity

We often frame software replacements as expensive and difficult, but the description applies better to the software already in place. Sure, it may be functional and familiar, except that it comes with high and hidden costs, perhaps none greater than the lost opportunity to use superior technology to upgrade all facets of accounting and finance.

If leaving behind legacy accounting software seems like a difficult or daunting proposition, rely on Dean Dorton. With expertise in accounting, technology, and Microsoft Dynamics GP specifically (among others), we know how to make all aspects of the software transition run smoothly.

Get your switcher journey started – contact us.

Article Dean Dorton

Success in the equine industry boils down to a simple formula. You need healthy animals; you need qualified people to train and care for them; and you need robust equine accounting software to keep the whole operation funded and organized. 

Any equine business is set for success with all three in place—but success becomes elusive or impossible with any missing piece. 

Many people who enter this industry have a deep equine background, so they know how to pick horses and trainers. For that same reason, however, they have less experience selecting accounting software. That might cause some to pick less-than-ideal solutions without realizing the mistake. 

Later, when business issues arise, the accounting software is the likely culprit. It causes more chaos and consequences than most realize, making it a potential problem to be worried about…and a possible solution to be excited about.  

Indicators You Have the Wrong Equine Accounting Software

  • Overwhelming Chart of Accounts: The scale becomes unmanageable yet keeps growing.
  • Lengthy Month-End Close: It takes hours of manual data manipulation every single month. 
  • Painful Multi-Entity Management: There’s no easy way to get everything in one place.
  • Insufficient Reporting Capabilities: Reporting takes too much time and reveals too little. 
  • Outdated Financial Metrics: Data is days or weeks old because updates are take too much time and effort.

Put Success in the Saddle with Sage Intacct

Whether it’s Microsoft Dynamics GP or QuickBooks, some of the biggest accounting solutions on the market are also the wrong choice for equine businesses. They make accounting more difficult than lean and agile operators want it to be. Despite the complexity, they don’t have the necessary features. 

Sage Intacct reverses that equation, making sophisticated accounting simple and streamlined for equine businesses of any breed. 

This cloud-native financial management platform brings all financial data and every accounting tool together on one platform that’s accessible anywhere—farm, office, racetrack—with Internet access.  Coordination, visibility, and efficiency all multiply with a cloud accounting such as Sage Intacct.

Business intelligence amplifies as well thanks to Sage Intacct’s dimensional chart of accounts, which makes data easier to input and extract from the general ledger. Accountants save massive amounts of time on routine accounting tasks that they can redirect towards reporting using Sage Intacct’s powerful and intuitive tools. So much data management gets replaced with financial analysis, forecasting, and planning instead. 

With the ability to collect, consolidate, and consider all financial activities in one place, Sage Intacct gives equine businesses what few have but all need: real-time insights into financial and operational performance. Dashboards track and update key metrics automatically to give business leaders at all levels the numbers they need to make informed decisions more likely to have the intended outcome. 

Sage Intacct doesn’t guarantee success—but it puts all the pieces in place (besides the horses and trainers).

Put another important piece in place by partnering with Dean Dorton: a Sage Intacct implementation provider with deep expertise in accounting and decades-long experience serving the equine industry In Kentucky and around the world. 

Make the transition to Sage Intacct as smooth and successful as possible. Contact us.