TreeBeam + Sage Intacct: The Power Combo for Financial Close Efficiency
TreeBeam: The Perfect Add-On for Sage Intacct Users
For Sage Intacct users, mastering the month-end close process is critical to delivering accurate financials. Sage Intacct, a leading cloud-based financials software, excels at multi-entity accounting and robust reporting, making it a favorite for growing businesses. Yet, even with its powerful features, many accountants revert to Excel for managing accounting trial balances, tracking adjustments, and preparing consolidated financial statements. These manual workarounds can introduce errors and slow workflows. Enter TreeBeam—a $24.99/month add-on designed to complement Sage Intacct, not replace it. By seamlessly integrating via Excel/CSV, TreeBeam streamlines accounting workflows, enhances trial balance management, and simplifies financial statement consolidation. Here’s why TreeBeam is a must-have for Sage Intacct users.
Bridging Gaps in the Accounting Close
Sage Intacct streamlines core accounting tasks, but the accounting closing process often demands flexibility beyond standard ERP capabilities. Accountants frequently export trial balances to Excel to manage adjustments, reconcile book vs. tax entries, or align multi-entity data, risking inconsistencies. TreeBeam addresses this by offering a dedicated workspace tailored for the monthly closing process. Import your Sage Intacct trial balance via Excel, tag columns for specific purposes (e.g., audit, tax, eliminations), and manage adjusting journal entries in a centralized platform. This reduces manual steps, ensures data integrity, and accelerates the accounting close, making TreeBeam an essential tool for closing books efficiently.
Mastering Accounting Trial Balances
Sage Intacct generates trial balances effortlessly, but detailed tasks—like tracking adjustments, adding supporting notes, or creating alternate views—often push teams into spreadsheets. TreeBeam transforms this experience with a clean, intuitive interface for managing accounting trial balances. Organize balances by customizable account groups, make real-time adjustments, and toggle between reporting views with ease. Its column-based system ensures clear audit trails, keeping adjustments well-documented without version control issues. By eliminating the need for scattered Excel files, TreeBeam empowers accountants to maintain precise financial accounts, aligning with TreeBeam’s focus on simplicity and control.
Streamlining Consolidated Financial Reporting
Sage Intacct shines in multi-entity accounting, but financial statement consolidation—particularly eliminating intercompany transactions—can be complex. TreeBeam acts as a powerful financial statement consolidation software, complementing Sage Intacct’s capabilities. Import trial balances from multiple entities, apply consolidating journal entries, and eliminate intercompany transactions within a single platform. For example, a company with global subsidiaries can produce consolidated financial reports with transparent adjustments, then export consolidated financial results to Excel or Sage Intacct for final reporting. This streamlined approach ensures accurate consolidated financial accounts, saving time and reducing errors.
Enhancing Accounting Workflows
TreeBeam is built for how accountants work, balancing structure with flexibility. It integrates seamlessly into existing accounting workflows by:
Supporting real-time adjustments with purpose-based tagging (e.g., book, audit, tax).
Offering customizable account groupings for tailored reporting.
Simplifying data isolation and export for audits or stakeholder needs.
Avoiding the complexity and cost of heavy consolidation tools.
Whether navigating the month-end close, managing consolidated accounts, or preparing year-end financial statements in accounting, TreeBeam brings clarity to tasks often handled outside Sage Intacct. Its lightweight design ensures efficiency without disrupting your core financials software.
Affordable and Accessible for All Teams
At $24.99/month, TreeBeam is a cost-effective alternative to expensive ERP upgrades or third-party consolidation modules. Its Excel/CSV compatibility requires no complex IT setup, making adoption straightforward for Sage Intacct users. Unlike broad financial statement software, TreeBeam focuses on trial balance tasks, offering unmatched value for small businesses and mid-sized firms alike. For accountants still relying on Excel for key steps in the accounting closing process, TreeBeam provides a structured, accountant-friendly solution that scales with your needs.
Close with Confidence Using TreeBeam
Sage Intacct users leverage powerful financials software, but tasks like trial balance management, financial statement consolidation, and the month-end close often require external support. TreeBeam doesn’t replace Sage Intacct—it enhances it, addressing the manual processes that slow accountants down. By simplifying accounting trial balances, streamlining consolidated financial statements, and ensuring audit-ready workflows, TreeBeam empowers teams to close books with precision and confidence.
Ready to elevate your Sage Intacct experience? Discover how TreeBeam transforms your accounting close process at https://www.treebeam.com or https://portal.treebeam.com. Close with confidence - TreeBeam has you covered!
