Sage Intacct: Bank Reconciliation

Описание: 💡 Ready to streamline your bank reconciliation process and close the books confidently? Join us for this expert-led session on how Sage Intacct’s powerful automation tools, including built-in reconciliation, bank feeds, import capabilities, and match rules, can help your finance team work faster, reduce errors, and improve real-time cash visibility.

What You’ll Learn:

🎯 The benefits of integrated bank reconciliation inside your ERP
🎯 Common risks of reconciling outside your financial system
🎯 How Sage Intacct automates reconciliation processes
🎯 Tips on using imports and match rules to reduce manual tasks


👨‍🏫 Presenters:

Brian Terrell, CPA
Managing Partner at Ledgerable, A BTerrell Company
Founder of BTerrell Group, Brian leads the strategy behind one of the top providers of Sage Intacct Construction—the only financial management solution preferred by the AICPA.

Ruby Cheng
Lead Consultant at Ledgerable, A BTerrell Company
With years of hands-on implementation experience across industries, Ruby ensures clients get tailored Sage Intacct solutions that align with both financial and operational goals.

📈 Whether you're already using Sage Intacct or exploring how to modernize your financial operations, this session will equip you with practical insights to accelerate your month-end close and strengthen your reporting foundation.

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