Sage Intacct Automation Case Studies
See how repetitive spreadsheet and CSV preparation for Sage Intacct can be turned into reusable Rekeyless workflows. These examples are based on real finance processes and have been anonymised to protect the businesses involved.
Monthly Sage Intacct import preparation reduced from a full working day to around 10 minutes
A UK multi-site business was spending almost an entire working day each month cleaning, mapping, checking and restructuring operational data before it could be imported into Sage Intacct. Once configured in Rekeyless, the same process could be completed in around 10 minutes.
Read case studyComplex weekly sales invoice preparation reduced from around two hours to approximately 10 minutes
A UK multi-site services business used Rekeyless to transform individual operational transactions into correctly grouped Sage Intacct sales invoices, including customer and location lookups, invoice grouping, memo construction, tax information and validation.
Read case studyCould Rekeyless automate one of your Sage Intacct processes?
If your finance team regularly downloads a spreadsheet or CSV and then spends time cleaning, mapping, reformatting or checking it before importing into Sage Intacct, send us the original file and the finished version you currently produce. We’ll review the process and tell you what can be automated.