Many finance teams adopt Intacct with the expectation that it will streamline operations only to find teams slowed by manual workarounds or underused features. Month-end reporting drags on, data lives in disconnected spreadsheets, and teams spend more time reconciling than analyzing.
AAFCPAs partners with finance and program leaders to evaluate how Intacct is currently used and identify opportunities for measurable improvements. From workflow enhancements to dashboard optimization, we help clients unlock Intacct’s full potential. We recognize that initial go-lives may only cover part of the system’s capabilities, and subsequent phases often introduce additional features that may be overlooked without guidance. Each improvement reduces inefficiencies, strengthens reporting, and ensures teams have the timely, reliable information they need to support strategic decisions.
Key Benefits of Intacct Optimization
Streamlined Month-End Reporting
Reduce manual reconciliations and accelerate close processes with optimized workflows.
Improved Financial Data Accuracy
Ensure financial and operational data is reliable, complete, and actionable.
Better Use of Modules and Features
Activate underused functionality to improve efficiency, collaboration, and insight.
Automated Workflows and Approvals
Simplify payables, allocations, and budgeting with rule driven workflows and approval routing.
Enhanced Reporting and Dashboards
Deliver actionable insight with visual dashboards and customized KPIs for leadership.
Alignment with Business Goals
Ensure Intacct scales with growth and continues to support operational needs.
Accounting Technology Optimization Services
AAFCPAs evaluates your Intacct environment to identify gaps and opportunities for improvement. Our team reviews system configurations, workflows, and reporting practices, recommending solutions that reduce manual effort, improve accuracy, and enhance overall efficiency. Key areas include month-end close, allocations, budgeting, and accounts payable, ensuring your processes run smoothly and consistently.
We also implement automation and workflow enhancements, including approvals, dashboards, and saved searches, to make underused Intacct features work for your team. Reporting improvements deliver actionable insights through KPIs and visual dashboards, while phased adoption and user guidance ensure teams fully embrace the system. Beyond this, we help teams recognize and adopt updates or new modules released after initial implementation. Integrations with payroll, banking, and other applications connect critical data, allowing your system to scale with organizational growth.
Why AAFCPAs?
AAFCPAs approaches Intacct optimization with a finance-first perspective. As a consulting division within a CPA firm, we understand the accounting frameworks that drive Intacct—and the operational workflows that make it effective. This dual perspective allows us to design solutions that improve efficiency, strengthen reporting accuracy, and ensure compliance with accounting standards.
While IT firms focus on system configuration, we take it one step further. We connect automation and reporting enhancements directly to financial outcomes, helping finance teams reduce close time, eliminate manual processes, and gain clearer visibility into performance. Our team understands how changes in Intacct affect controls, allocations, and financial statements—insight that ensures your system evolves without disrupting accuracy or audit readiness.
Clients rely on our experience completing phased implementations and activating advanced features left dormant after go-live. We also help organizations take full advantage of system updates and new functionality released post-implementation. The result is a system that performs as originally intended—efficient, integrated, and fully optimized to support growth and informed decision-making.
Robyn Leet
Contact Us
We look forward to speaking with you to determine how we may best solve your needs. A firm representative will reach out to you within one business day. Looking for additional ways to reach us? Visit our Contact Page. >>