Revecast’s Post

Complex financial processes don’t have to slow you down. Sage Intacct empowers your business with real-time insights, advanced automation, and tools that adapt to your unique needs. From managing multi-entity operations to integrating seamlessly with platforms like Salesforce, Sage Intacct streamlines your workflows, helping you save time, reduce costs, and make data-driven decisions faster. It’s the financial solution built to keep pace with your growth—and the challenges ahead. Learn more at https://lnkd.in/dgp9rHW2

Complex financial processes don’t have to slow you down. Sage Intacct empowers your business with real-time insights, advanced automation, and tools that adapt to your unique needs. From managing multi-entity operations to integrating seamlessly with platforms like Salesforce, Sage Intacct streamlines your workflows, helping you save time, reduce costs, and make data-driven decisions faster. It’s the financial solution built to keep pace with your growth—and the challenges ahead. Learn more at https://lnkd.in/egqQ7viq

If you’re looking to streamline your processes and get more done, you’ve got to check out Toby’s latest update on Sage Intacct. He’s picked out his highlights from the August release, focusing on the features that’ll really make a difference to your business. From enhanced email delivery to AI-powered AP Automation (honestly, that one’s a game-changer!), there are some brilliant new tools in this update. Give it a watch here 👉 https://okt.to/Q5GvUD #SageIntacct

If you’re looking to streamline your processes and get more done, you’ve got to check out Toby’s latest update on Sage Intacct. He’s picked out his highlights from the August release, focusing on the features that’ll really make a difference to your business. From enhanced email delivery to AI-powered AP Automation (honestly, that one’s a game-changer!), there are some brilliant new tools in this update. Give it a watch here 👉 https://okt.to/FDeABv #SageIntacct

If you’re looking to streamline your processes and get more done, you’ve got to check out Toby’s latest update on Sage Intacct. He’s picked out his highlights from the August release, focusing on the features that’ll really make a difference to your business. From enhanced email delivery to AI-powered AP Automation (honestly, that one’s a game-changer!), there are some brilliant new tools in this update. Give it a watch here 👉 https://okt.to/sNKGhv #SageIntacct

If you are spending your weekend doing time consuming manual tasks let's setup a call so you can enjoy the summer! Did you know that by using #PowerAutomate for your approvals, integrations and customized workflows can take your work from hours to seconds? Improve efficiency in your accounts payable process by automating your invoice entry and approval processes! There are so many ways to build a solution that meets your companies needs and budget! Call today to get your weekends back! ☎️- https://lnkd.in/ePshJ5p6 #powerplatform #powerautomate #automatedapprovals #digitaltransformation #microsoftpowerplatform #powerplatformpartner Mary Myers

Thanks to everyone who joined us for our advisor roundtable today! We had a great discussion on broader market and tax planning considerations. But..... what really stood out to me was the conversation around how we can use technology to expand our services and advice. We have been exploring some technology options lately that will allow us to do both as we look ahead, and today provided some great food for thought. In today's session, we discussed options for: 📢 Compliant communication - We discussed texting platforms that would allow texts to be captured to help communicate with clients who prefer text communication 📢 Tax planning tools - One of the tools that came up was Holistiplan. I have heard a lot about this and it was great to hear some practical use cases. We are excited to be utilizing this in the near future as well. 📢 Using tech for client service - It was interesting hearing about systems and CRM tools others are using to help be sure to keep in touch on a frequent basis and help with client follow up. We use a version of Salesforce that has helped us a lot in this arena. 📢 And quite a bit more.... It's exciting to see so many technology solutions becoming available to advisors and RIAs. These tools will continue to make a huge impact as a reference point for advisors to consider. With technology advancements, we will be able to identify opportunities, cross-reference strategies, and ensure top-notch service. However, I believe that our ability as advisors to use this technology effectively, in tandem with what we all do so well, is what will truly create the largest impact. Thanks again to everyone who joined us today, and we look forward to seeing you at our next session next quarter! #advisorroundtable #techstack #financialservices #financialadvisor #financialplanner #finances

🏦 Revolutionizing Financial Data Management: The Power of Bank Integration with NetSuite 🚀 Imagine transforming your financial operations with just a few clicks! How? 🤔 Modern platforms like Plaid and Yodlee are changing the game for businesses by: ✨ Connecting bank accounts seamlessly ✨ Automating data collection ✨ Eliminating manual data entry ✨ Providing real-time financial insights No more spreadsheet headaches! These smart integrations can: 1. Sync transactions instantly 2. Update financial records automatically 3. Reduce human error 4. Save countless hours of manual work Tech is making financial management easier, faster, and smarter than ever before. #FinTech #BusinessIntelligence #Automation #DigitalTransformation #NetSuite #BankIntegrationWithNetSuite

Are you tired of juggling multiple systems that don't communicate with each other? Sage Intacct's integration capabilities can help streamline your operations by connecting all your essential tools in one centralised platform. Learn more today 🔗 https://bit.ly/3TD6e9Z #SageIntacct #SageIntacctIntegration #FinanceSolutions

Is managing complex financial operations keeping you up at night? With Salesforce, you can simplify processes, gain real-time insights,  and streamline efficiency effortlessly. Ready for a financial transformation? Drop us a line at connect@360degreecloud.com. #salesforce #360DC #salesforceimplementation #finance