Office Automation System Sage Intacct

Office Automation System Sage Intacct

Are you looking for an office automation system for Sage Intacct that can automate everyday office tasks to improve productivity and streamline operational costs? Or are you looking to improve the consistency, frequency and quality of your customer, supplier or employee data?

Codeless Platforms’ Sage Intacct automation system can be used to automate practically any employee driven process to improve company performance, eradicate repetitive data entry tasks and reduce operational costs. BPA Platform provides you with the tools you need to automate practically any business process and integrate your business systems and applications through intuitive drag and drop technology, saving your business time and money and reducing the risk of human error.

Office Automation for Sage Intacct Brochure

Discover the commercial gains you can make by automating everyday office tasks.

Download Brochure

Office Automation System Sage Intacct Scenarios, Capabilities and Benefits

Common Sage Intacct automation scenarios that our customers often implement using BPA Platform include:

• Data entry automation, e.g. placing orders from an eCommerce store into Sage Intacct, credit control processes
• Automated handling of website generated enquiries, e.g. web form into CRM and account manager allocation
• Automated creation and distribution of departmental reports, e.g. sales and KPI reporting, stock and inventory reports, financial reports etc.
• Dynamic enforcement of workflow approval processes
• Dynamic business activity monitoring and reporting on the alteration of sensitive files or database fields
• Data-driven communications (email, SMS, print) with customers, suppliers or internal employees, e.g. customer support updates, order and delivery receipts and notifications, HR policy update notifications
• Automated sales order management to fulfilment procedures

Common Sage Intacct automation capabilities that our customers add to their existing business applications include:

• System Integration: eCommerce integration with Sage Intacct, e.g. Shopify, Magento, WooCommerce, BigCommerce, Amazon Seller Central integration etc.
• Workflow: Single or multi-level approvals, Purchase Order authorisation, discount approval, holiday approval etc.
• Notifications and Alerts: Stock alerts, delivery notifications etc.
• Report and document automation: Management reports, sales reports, financial reports etc.

Commercial benefits of an office automation system for Sage Intacct include:

• Removal of repetitive bi-directional data entry tasks from employee workloads
• Increased employee productivity
• Increased visibility into critical business information
• Improved decision making
• Reduced operational costs
• Ensure company and compliance procedures are adhered to 100% of the time