Outgrowing Sage 200? Moving to Sage Intacct can unlock advanced tools to manage finances, streamline operations, and scale your business. All without losing the features you already know and love.
Many businesses start with Sage 50 or Sage 200 and eventually reach a point where their current system can’t keep up with growing complexity. Sage Intacct provides a flexible, cloud-based platform designed to support businesses as they expand, giving teams better insights, tighter integrations, and smarter financial controls.
Why should I migrate from Sage 200 to Sage Intacct?
Improve your reports
As your business grows, so do the supply chains and complexity of processes in your day-to-day operations. This should be reflected with advanced reporting. Without proper insights, you can fail to act on past performance and improve how you operate in the future.
Sage Intacct gives businesses access to Dashboards and Dimensions tools to improve how you craft reports. By breaking down the numbers into hyper-specific categories, you gain insights to guide your business’s next step.
You’ll grow into it!
Sage Intacct is built for businesses looking to grow. While other Sage models focus on bringing out the best in small and medium-sized businesses, Sage Intacct, however, is much more scalable. It’s common for Sage users to find workarounds when projects exceed the capacity of their current subscription.
Intacct avoids this by managing complex projects on a single platform, even when multi-entity visibility is needed. Other tools, like Inventory Control and Revenue Recognition, allow businesses to manage on a much larger scope, making complex processes much simpler.
Stay integrated, easier
Sage Intacct provides businesses with access to a wide range of integrated tools. This ensures you get the most out of your data. Whilst Sage 200 helps break down data and streamline your workflow, Sage Intacct offers a broader toolkit, giving your data greater purpose.
Intacct’s connected core and extended modules work with external CRM systems. As part of a broader connected finance stack, it enables integrations with other business functions. This includes order transactions flowing into the general ledger.
All of this minimises potential errors in data presentation, including duplicate entries and disconnected reporting.
Stronger financial management
Tools like Spend Management highlight how Intacct builds on the flexibility of Sage 200’s financial management, helping with effective coordination. Spend Management allows you to enforce spending limits and apply customer validation rules. All of this can be further broken down by department and location to ensure money is spent where it’s needed most and to minimise unnecessary spending.
Furthermore, if money is being spent on things that aren’t needed or are seen as wasteful, you can receive alerts and automatically stop spending when your budget is surpassed.
Use what you’ve learnt
If you’ve grown familiar with Sage 200, many of the same features you’ve grown to love are still available on Intacct. You aren’t wiping the slate clean and starting over. The transferable skills you develop using Sage 200 will equip you for the transition to Intacct, so you can hit the ground running.
- Cash/Bank Management
- Inventory/Stock Management
- Bank Reconciliation
- Accounts Receivable
- Accounts Payable
- Automation in day-to-day finance
- Order Management
How can you prepare for the transition?
What’s the scope of your upgrade? It’s important that you’re clear on what you want from your transition to Sage Intacct. Some businesses may want to upgrade their core finance systems, while others may prioritise multi-entity management, spend management, or reporting improvements. Sage offers a ‘faststart’ route, or you can design and plan what you want from the service.
Then you need to prepare your data for the migration. This doesn’t just mean putting all your financial records into a single folder. It may take a while, but ensure there aren’t any duplicate records and avoid gathering unnecessary data.
It can be tempting to hold on to some documents ‘just in case’, but this just complicates later processes. As part of this process, you will also need to format your data, since Sage uses predefined import templates based on how it’s implemented.
System testing + training
Before you roll out operations with Sage Intacct, we recommend running test scenarios for the tools you’re familiar with and the tools that might be new to you. Sage Intacct has a ‘Sandbox Environment’ feature that allows you to experiment with low-risk business process improvements and transformations.
You should also take advantage of the e-learning tools available in Sage Intacct, ensuring your team members can effectively adapt to the new systems and processes.
How can Eventura help?
As a certified Sage partner, Eventura has extensive experience across Sage platforms – from Sage 50 and Sage 200 to Sage Intacct. Migrating to a new ERP system, especially one that handles critical financial management, can be challenging, and errors can have serious consequences for your business
Our team guides businesses through Sage migrations with expertise, helping them avoid pitfalls and implement a fully integrated Sage Intacct solution. With our support, your Sage Intacct project runs smoothly, giving you confidence in your financial processes and long-term scalability.
For more info on migrating to Sage Intacct, get in touch today.
