<img src="https://secure.item0self.com/190969.png" style="display:none;">
Skip to content

No matter the size of your business or the industry it operates within, your accounting and finance team shoulder a lot of responsibility. Accounts payable, accounts receivable, cash management, expense approval…the list goes on and on and sometimes there just aren’t enough hours in a day to get it all done.

We partner with businesses of all sizes and in various industries to help them find technology that streamlines their finance and accounting processes. With the right tools in place, these businesses gain access to real-time information to make sound decisions, automate key accounting functions, and free up time to focus on growing their businesses.

These are some of the most common finance and accounting challenges our clients face when they first come to us: 

  • Collecting and receiving payments from clients
  • Payment delays 
  • Lack of real-time financial reporting
  • Manual efforts to match AP invoices to POs
  • Financial consolidations
  • Need for financial variance analysis
  • Inter-company eliminations/reconciliations
  • Manual data entry and siloed financial data leading to mistakes and reporting delays 
  • Cash flow management
  • The 1099 process 

finance/accounting (AP/AR)

Small Changes, Big Impact: Steps to Finance & Accounting Software Integration and Automation

You’ve probably heard the term digital transformation - but you might be wondering what it means, and even more so, what does it mean for your business. Think about it like this: You are likely overwhelmed with decisions more than ever - and looking at new ways to do business to bounce back from a changing world. That can seem like too big an obstacle to take on – but it doesn't have to be that way. 

Many of our clients have started with just one single step – making the dive into digital transformation a little less complicated. They didn't try to solve all their problems in a day. They just took one step forward asking themselves - what can I automate or integrate to make this one business area run better? Making even one small change to your technology can have a big impact in your business. For example, digital transformation could mean a simple solution to automate your purchase to pay process. Or maybe a mobile app for your team to capture expenses without all of the paper. It’s simply embracing technology to help run your business better.

Explore Our Blog

Explore These Finance & Accounting Blog Posts

Poke around these blog posts about accounting and finance challenges and how even small technology changes can help you overcome them. You’ll find lots of free resources, too.

Blogs About Automating Finance and Accounting Processes

Connected Enterprise podcast on A/R customer incoming payments

Digitize and Distribute: iDocuments Keeps Invoices Moving While Employees Stay Put

Learn about automation solutions to help businesses streamline critical business processes, manage increasing accounting transactions, and stay on track despite a remote workforce.

Read the blog


iDocuments eliminates paper processes for A/P vendor outgoing payments

iDocuments Eliminates Paper Processes with AP Invoice Automation for SAP Business One

Learn how an AP invoice automation solution can reduce your AP team’s workload, eliminate paper, speed up the approval process, help you pay suppliers on time, and increase overall business efficiencies.

Read the short blog and tune into an informative webinar!

Read the blog

Sage Intacct Best Practices for Your Remote Finance Team

7 Best Practices for Professional Services Organizations

After the 2008 financial crisis, many professional services organizations implemented best practices with positive results, and businesses can apply those best practices today.

Read this blog to learn seven best practices for professional services organizations and how a financial management solution like Sage Intacct can help your organization become more resilient and adaptable.

Read the blog

Sage Intacct for budgeting and planning

10 Amazing Ways Sage Intacct Budgeting and Planning will Make Your Job Easier

There’s a way to tackle budgeting and planning that isn’t complicated or expensive. Sage Intacct Budgeting and Planning is a simple but powerful cloud solution that may be the ideal tool for your organization.

Read the blog

Blogs for Professional Services Businesses and Nonprofit Organizations 

Finance and accounting software with real-time reporting

Sage Intacct's Interactive Custom Report Writer Delivers Fast, Real-Time Advanced Reporting

Sage Intacct’s Interactive Custom Report Writer (ICRW) is a modern, visual reporting tool that makes report creation fast and easy, enhances user experience, and delivers the analytical tools needed for complex reporting.

Read the blog

Finance and accounting software - Sage Intacct

Get a Clear Picture of Your Organization’s Performance with Sage Intacct Dynamic Allocations

Are you spending days or weeks every month calculating, verifying, and troubleshooting complex and cross-entity allocations? Do you wish you had more time to focus on strategic thinking, innovation, and growth? 

Read this blog to learn how a solution from Sage Intacct can help.

Read the blog

Blogs for Manufacturing and Distribution Businesses

Customer success story - A/R customer incoming payments

How Does This Headwear Manufacturer Easily Generate 1,000 Invoices Per Day?

As Richardson Caps grew, their old accounting system couldn’t keep up with transactions and invoicing.

Learn about the powerful solution Richardson Caps found that now lets them easily generate 1,000 invoices per day.

Read the blog

Add dimensions to cost accounting - finance/accounting

Tips and Tricks: Add More Dimension to Your Cost Accounting

Read about a solution that allows you to distribute costs across up to five dimensions and achieve more transparency and accuracy of the various costs.

Read the blog

Get customers to pay invoices faster - A/R customer incoming payments

How to Get Your Customers to Pay Their Invoices Faster

Wouldn’t it be nice to get your customers to pay you faster? This blog explains a payment processing add-on that has helped businesses provide added convenience to customers in non-traditional sales channels during the pandemic.

Read the blog

ERP and accounting software integration

10 Tips to Get the Most Out of Your Accounting/ERP Software

Check out these 10 helpful tips that small to midsized business owners can use to get the most out of a current or future accounting or enterprise resource planning (ERP) investment.

Read the blog

small business accounting software challenges

Small Business Accounting Software Dragging You Down?

The software you use to run your business is directly tied to achieving your goals for growth. If you’re using small business accounting software, it may be holding your business back.

Read this blog to learn how to set your business up for success today and in the future.

Read the blog

Success Stories

See What Businesses Like Yours Are Up To

Hit the play button on quick, inspirational videos and read success stories to see firsthand how some of our awesome customers have conquered accounting and finance challenges through the right technology.

Customer success - David Leadbetter ERP solution

David Leadbetter

Watch this quick video to learn about an ERP solution that allows David Leadbetter to manage financials in real-time with budgeting and cycle counting functionality, and has given them a 15% uplift in revenue from real-time insight into business data.

Watch the Video

Customer success - Key Info's finance and accounting software integration

Key Info Systems

Watch this quick video to see how with a powerful ERP solution in place, Key Info Systems can now create reports in real-time that they couldn't get from their previous financial package to make faster and more informed decisions.

Watch the Video

Customer success - LimeCrime ERP solution


Tune into this short video to learn about the ERP solution that has enabled Lime Crime to make sound business decisions, improve their operations around purchasing and inventory planning, and remain competitive. 

Watch the Video

Customer success - Crocker Ventures accounting compliance

Crocker Ventures

Crocker Ventures were challenged with achieving accounting compliance and integrating three strategic business lines.

Read their success story to learn about a cloud-based solution that has consolidated their accounting applications, reduced duplicate data entry and provided simple inventory tracking to achieve industry compliance.

Read the Success Story

Additional Resources

Access Some More Resources and Get in Touch

Here are even more finance and accounting resources for you to explore, including process automation and ERP solutions. 

iDocuments is a browser-based solution that simplifies and automates purchase to pay, expense management and sales order processes. We’ve also included resources about Sage Intacct and SAP Business One, two popular ERP solutions. 

If you have any questions or would like to chat about any of these finance and accounting resources, please feel free to drop us a line or Live Chat with one our Consultants to get your questions answered. 

iDocuments for finance/accountingSimplify, Streamline and Automate with iDocuments

If you want to free up some time and be more productive on a daily basis, we invite you to check out this video about iDocuments.

See how easy it can be for anyone within your business to raise a PO and approve orders, receipts, invoices and expenses without any training. 

Watch the Video

Finance/accounting ERP solutionsERP Solutions for Your Unique Business Needs

If you run a professional services business or a nonprofit organization, Sage Intacct can be a great fit. Access a Sage Intacct Info Kit and Coffee Break Demo below.

Learn More

SAP Business One for finance/accounting professionalsSAP Business One Info Kit

If your business is manufacturing or wholesale distribution, SAP Business One may be the ideal solution. Learn more in the SAP Business One Info Kit below.

SAP Business One is a robust ERP solution that brings every aspect of your business – financials, accounting, inventory, customer relationship management and more – together under one simple platform. This easy-to-use information kit full of solution briefs, videos, demos and webinars.

Access the Info Kit


Sage Intacct demoSage Intacct Coffee Break Demo

Grab a cup of coffee, put your feet up, learn all about Sage Intacct and see it in action. This demo will show you how the modern, born-in-the-cloud accounting and financial management solution has everything you need to connect and streamline all of your business processes. 

Watch the Demo

Sage Intacct info kitSage Intacct Info Kit

That accounting system you relied on to get your business started may have run its course. Sage Intacct’s cloud accounting software products and financial management solutions deliver accounting capabilities for multiple industries with a single aim: to accelerate your success. Dig into the Info Kit below to learn how you can free up time to focus on innovation and growth.

Access the Info Kit