Sage Intacct chart of accounts behind cleaner reporting

Ideas to put to work

Reports and coding that line up with your chart of accounts.

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  Account mapping for management reports

  Sofia reads your general ledger accounts and builds the mapping in Excel from each account to a line of your management report.

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  Coding checked before import

  Sofia reads a coding sheet in Google Sheets and checks every account code against your chart, listing codes that don't exist.

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  Coding questions answered in Teams

  Ask Sofia in Microsoft Teams which account a cost belongs in, and she answers from your chart of accounts.

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  Coding guide for the team

  Sofia reads every account and writes a coding guide in Word showing what belongs where.

Works well with

• Microsoft ExcelSpreadsheets for numbers, models and trackers
• Google SheetsGoogle's online spreadsheets
• Microsoft TeamsMicrosoft's chat, channels and meetings hub
• Microsoft WordWord processor for letters, reports and contracts
• QuickBooksAccounting software for small and mid-sized businesses
• XeroCloud accounting for small businesses
• NetSuiteCloud ERP for finance and operations
• FFreshBooksInvoicing and accounting for service businesses