We run accounting inside Sage Intacct.
Not a reseller and not an implementation shop. We are the accounting team that lives in your Intacct file every day, and builds the automation that keeps the rote work out of human hands. A licensed CPA owns every number.
Book a Free Consultation →Intacct is a good system. That is not the same as a fast close.
The platform is rarely the bottleneck. The bottleneck is everything feeding it, and the manual entry nobody has had time to automate.
Multi-entity, multi-location
Dimensions and entities give you real reporting - once they are used consistently. Most files we open have drifted, so the same expense lands three ways across three locations and the consolidated view stops meaning anything.
Journals entered by hand
Recurring entries, allocations, accruals and deposit splits typed in every month. It is slow, it is where errors enter, and it is the first thing worth handing to code.
AP arriving five different ways
Email, PDF, portal, paper. Someone keys it. Someone else chases approval. The close waits on whoever is furthest behind.
Reconciliations done monthly
Bank and deposit recs left to month-end means finding a two-week-old problem two weeks late. Daily is a different job entirely.
Reporting nobody trusts yet
If the numbers move after review, people stop reading the report and go back to their own spreadsheet. Trust is the deliverable, not the dashboard.
One person holds it all
The close lives in someone head. That works until they are on holiday, and it is the risk nobody writes down.
We run the accounting, and we automate the parts a human should not be doing.
Every item below is work we run in production today for companies on Intacct - not a capability deck.
Journals posted by code
Entries are generated and posted programmatically, with the batch left unposted for a human to review and release. Code computes, a CPA signs off. Nothing lands in your ledger unreviewed.
AP capture end to end
Invoices are read from the inbox, coded against your chart and dimensions, and entered as vouchers. Approval stays with your people; the typing stops.
Daily reconciliation
Bank activity and deposits reconciled every morning, with exceptions raised the same day. Month-end stops being a discovery exercise.
Dimension discipline
We clean up how entities and dimensions are actually used, then keep them consistent - which is what makes consolidated reporting mean something.
Custom Intacct connectors
We build secure connectors that give our automation a controlled, approved doorway into Intacct. You approve writes, and every action is logged.
A close you can predict
Same calendar, same checklist, same owner, every month. Boring on purpose.
Your ledger, our access, your rules.
Sumz is led by a CPA who also holds the CISSP - the senior credential in information security. That is unusual in accounting, and it is why we start from what access we can do without rather than what would be convenient. Automation is built to the level you are comfortable with, with controls you approve, and every automated action is logged and reviewable.
On Sage 300, and thinking about Intacct?
We work in both. If you are weighing a move, you are better off asking someone who runs accounting on each of them than someone who sells one. See our Sage 300 page, or bring the question to a call - we will tell you if staying put is the right answer.
Talk to someone who has actually run both.
Thirty minutes, no charge. Bring your current setup and the thing that keeps breaking.
Book a Free Consultation →