As the year winds down, many business owners and finance teams are in prep mode—closing out books, reviewing the year’s numbers and setting goals for the new year. For QuickBooks users, the busy season means reflection and frustration. You’re probably thinking: Is my QuickBooks keeping up with us?
QuickBooks is fine for small businesses just starting out, but as your business grows you’ll start to notice limitations that impact your team’s productivity, data accuracy and ability to plan. Upgrading to a more robust financial management system like Sage Intacct will alleviate those challenges and give your business the tools to make better, faster decisions. In this post we’ll look at some of the pain points QuickBooks users experience and how a more powerful solution like Sage Intacct can make a real difference as you head into the new year.
Want to learn more about how Sage Intacct can help your business? We’re hosting a complimentary webinar to go deeper into the features and best practices for a seamless transition. Join us to learn more about the tools that will take your financial management to the next level.
Can’t make it for the webinar? Here are three options:
- Sign up anyway. The recording will be emailed to you afterward.
- Visit our Sage Intacct page.
- Sign up for the next Coffee Break Demo that works for your schedule.
1. Year-End Financial Reporting: QuickBooks Is Failing You
Year-end financial reporting is one of the most important tasks for any business and QuickBooks users struggle with reporting tools that are shallow and non-customizable. This means hours of manual work pulling data from different areas and formatting it to fit your needs. Inaccurate or incomplete reports are more than just a headache—they can impact compliance, hinder decision-making and complicate tax prep.
How Sage Intacct Helps:
With Sage Intacct you can automate many of the tasks associated with year-end reporting. The platform has advanced reporting capabilities far beyond what QuickBooks offers so you can:
- Generate GAAP compliant financial statements with ease.
- Create customized reports that fit your business needs.
- Save time by automating report generation and reducing manual data entry.
This will make a big difference not only in accuracy but in time saved so your team can focus on higher level planning. Join us for our upcoming webinar to see how Sage Intacct simplifies complex reporting and gives you the insights to close your books with confidence.
2. Tax Prep and Optimization: Make it Easier
Tax season can be particularly tough for QuickBooks users especially if you have complex business structures or multiple entities. QuickBooks tax features are great for smaller businesses but become cumbersome as you scale up and often require additional tools or workarounds.
How Sage Intacct Helps:
Sage Intacct has built-in tax features that reduce errors and simplify the process:
- Automated Calculations: No more manual tax math—Sage Intacct automates much of the process so your tax records are accurate and up to date.
- Detailed Tracking: From income and expense tracking to tax deductions Sage Intacct has more comprehensive data management so you won’t miss deductions.
- Audit-Ready: Intacct’s record keeping and reporting makes it easier to prepare for audits with tools that ensure data accuracy and transparency.
By reducing the stress and risk of tax season Sage Intacct gives your team the resources to focus on financial planning.
3. Budgeting and Strategic Planning: Make Data-Driven Decisions
QuickBooks budgeting tools are limited and businesses often have to use Excel or other software to build detailed forecasts and plans. Without real-time financial data you can’t make proactive data driven decisions.
How Sage Intacct Helps:
Sage Intacct gives financial teams advanced budgeting and forecasting capabilities so you can:
- Scenario Planning: Run multiple budget scenarios and forecast different financial outcomes to determine what to do.
- Real-Time Data Access: Because Intacct is cloud based you can access financial information in real-time from anywhere so you can make faster better decisions.
- Customizable Dashboards: Intacct’s dashboards can be customized to show the KPIs and metrics that matter most to your business so you have full visibility into your financials.
Sage Intacct will help you move from reactive to proactive planning. Register for our upcoming webinar to see how you can use real-time data for financial planning.
4. Scalability: Ready for Growth
QuickBooks was fine when your business was smaller but as you scale up the limitations become more apparent. Businesses with multiple locations, complex structures or high transaction volumes will find QuickBooks restrictive and will have to do a lot of manual work.
How Sage Intacct Helps:
Sage Intacct is designed to grow with your business with features that support complex financial needs such as:
- Multi-Entity Management: Consolidate financials across multiple entities, locations and currencies in real time.
- Integrations with Key Systems: Sage Intacct integrates with your existing CRM, payroll and other systems so data flows across platforms.
- Performance Monitoring: Use reporting tools to monitor KPIs, growth metrics and business goals.
Scalability is a key consideration when choosing a financial management system and Sage Intacct is designed for businesses of all sizes.
5. Automation and Efficiency: Free Up Your Team’s Time
QuickBooks users spend more time than they need to on manual tasks like data entry and reconciliation which could be automated with better software. This slows down your team and increases the risk of errors.
How Sage Intacct Helps:
Sage Intacct has automation tools that eliminate many of these manual processes:
- Automated Reconciliation: Simplify reconciliation with bank feeds and smart data matching.
- Automated Workflows: Create workflows that automate approvals and data entry so everything is consistent and efficient.
- Faster Month-End Close: Close your books faster with automated consolidations and streamlined financials.
With these efficiency gains your team can focus on activities that add value. We’ll show you in the webinar how automating routine tasks can make a big difference to productivity and accuracy.
6. Real-Time Financial Insights: Unlock Value
Access to timely financial insights is key to driving your business forward but QuickBooks lack real-time visibility into financial data that more advanced solutions provide. QuickBooks users are often stuck running ad-hoc reports or waiting for end of month closings to know their financial position.
How Sage Intacct Helps:
With Sage Intacct you get real-time financial information to inform your decisions:
- Customizable Reporting: Reports to show exactly what you want with drill down for detail.
- Predictive Analytics: Built in tools to analyze trends and forecast financial outcomes so you can plan with data.
- Instant Access to Key Metrics: Sage Intacct dashboards give you instant visibility to KPIs and other financial metrics so you can make decisions now.
Having real-time insights means you can react to changes in your financial landscape.
If any of these QuickBooks challenges sound like you, now’s the time to look at a solution that can keep up with your business growth. Sage Intacct is a powerful, scalable and efficient financial management platform for growing businesses to unlock more efficiency and insight.
Join us at our upcoming webinar to learn more about Sage Intacct’s features, see the software live and get your questions answered about making the move. Whether you’re looking at year end reporting, tax prep or just a more strategic way to manage your finances this session will give you the insights to get 2025 off to a great start.
Register now for our Sage Intacct Webinar and learn how to transform your financial management for the future!
