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The Survival Guide FOR NONPROFIT FINANCE TEAMS IN 2016 Presenters Joan Benson, Product Marketing, Intacct MaryFrances Pidgeon, Solutions Specialist, Intacct
The Survival GuideFOR NONPROFIT FINANCE TEAMS IN 2016
Presenters
Joan Benson, Product Marketing, IntacctMaryFrances Pidgeon, Solutions Specialist, Intacct
2 Preferred Provider
BusinessSolutions
Housekeeping
• Type questions into the chat box or the Q&A box to submit it to our panelists
• We’ll try to get to all the questions during the course of the webinar. If we do not get to your question, we’ll make sure to follow up afterwards.
• We’ll send a copy of the presentation and recording of the webinar in follow up emails after the event
• Please take a few minutes to fill out the survey at the end of the event
Your Webinar!
3 Preferred Provider
BusinessSolutions
Today’s Agenda
• Key nonprofit finance challenges
• Intacct overview
• Inside a best-in-class product
• Q&A
4 Preferred Provider
BusinessSolutions
Key Challenges Nonprofit Finance Teams are Facing
Allocations
Complexity
Funds and grants
Internal controls and cash management
Reporting and visibility
5 Preferred Provider
BusinessSolutions
Meeting Complex Financial Management Needs
Intacct’s multi-ledger architecture with 13 dimensions enables superior flexibility, control, visibility, and scalability
Multi-Ledger Multi-Dimensional
Multi-EntitySingle version of the financial
truth across all entities
Multi-BookView business within
multiple scenarios in real-time without extra work
Multi-CurrencyUnlimited base, transaction,
and reporting currencies updated in real-time
6 Preferred Provider
BusinessSolutions
Why Chart of Accounts and Reporting is Hard to Manage for Nonprofits
Funds
Nonprofits must account for:
More
Projects
Programs
Grants
Board of Directors
And report back to multiple stakeholders:
More
Executives
Congregation
Donors
7 Preferred Provider
BusinessSolutions
A Better Way: Intacct Dimensions
• Intacct dimensions are attributes that allow for comparative (cross-tab) and hierarchical (drill-down) organization of key info
• It enables categorization of a single element with multiple attributes for complex analysis and comparison
• Dimensions allows users to easily access data with context
8 Preferred Provider
BusinessSolutions
Easy and Efficient Reporting
Guided experience
9 Preferred Provider
BusinessSolutions
Dashboards
c
10 Preferred Provider
BusinessSolutions
How Nonprofits Benefit from the Cloud
• Easy to configure reports that are available 24x7
• Dashboards for all stakeholders to easily reference, understand, and act upon
• Robust capabilities including management of multiple entities
• Automation of accounting and financial tasks
• Sophisticated permission and approval capability
• Better TCO with predictable cost
• No need for IT staff
11 Preferred Provider
BusinessSolutions
Nonprofit Organizations Rely On Intacct
Real
Value10,500+
Growth Organizations
Growing with
Intacct
95% Customer Satisfaction
12 Preferred Provider
BusinessSolutions
Built for Success
10+ year track record of delivering results
Choice of accounting and finance experts worldwide
Industry
awards25 Best Small Biz Apps
Top-ratedworkplace
Top tierinvestors
13 Preferred Provider
BusinessSolutions
What We Will Demo Today
• Reporting• Dashboards• Fund management
15 Preferred Provider
BusinessSolutions
Interested in Learning More?
• Try Intacct with a free 30-day trialhttp://www.intacct.com/trial
• Attend an upcoming webinarhttp://www.intacct.com/webinars
• Follow us on Twitter@intacct
• Connect with us on Facebookhttp://www.facebook.com/Intacct
• Contact us [email protected] | 877-437-7765
