Sage Intacct Training

Sage Intacct training is ideal for new users, finance teams adopting Sage Intacct for the first time, businesses migrating from Sage 50 or Sage 200, and organisations wanting to optimise how they use the platform.

Training can cover core modules as well as advanced add-ons as required, including:

• General Ledger
• Accounts Payable & Accounts Receivable
• Cash Management
• Order Management
• Purchasing
• Reporting & dashboards
• Multi-entity & consolidations
• Approval workflows
• Multi-entity management and consolidation
• Fixed assets management
• Inventory management
• Project accounting
• Time & expense management,
• Revenue recognition
• Dynamic allocations
• Multi-dimensional ledger / dimensional reporting.

Sessions can be tailored to your exact setup.

Training can be delivered in short sessions or full-day workshops depending on user experience and module complexity. Most teams complete training within a few sessions customised to their needs.

The duration of training depends heavily on coverage scope, number of users, and how many advanced features are enabled/settings customised.

Yes. Sage Intacct training is delivered online through remote sessions, making it easy for distributed teams to learn the system effectively.

Yes. Training can be tailored around your chart of accounts, approval workflows, reporting structure, entities, and day-to-day finance processes, subject to which modules and features you have licensed/enabled.

Usually. Especially if there are new users, new modules or entities, or significant change in processes. Training needs should be assessed per user/role to ensure your team is confident and user adoption after migration is smooth.

Costs depend on the number of users, modules required and session length. Contact CPiO for a personalised training quote.

Yes. Online sessions typically include recordings or supporting guides so users can revisit topics later.

Yes. In line with your support contract, we provide ongoing Sage Intacct support. We can also deliver refresher training and advanced sessions as your needs grow.

Yes. CPiO provides onboarding training for new employees so they can quickly understand Sage Intacct and your unique setup.

Yes. Training can include multi-entity management, intercompany transactions and consolidation workflows

Yes. Reporting, dashboards, KPIs and performance cards can be included to help finance teams improve visibility and decision-making.