Sage Intacct Non-Profits for Irish Charities

Shaping the Future of Grant Tracking Through Smarter Accounting Software for Nonprofits

by Not-For-ProfitSage Intacct
Sage Intacct Non-Profits for Irish Charities
  • Not-For-Profit, Sage Intacct

The future of nonprofit finance is smarter, more transparent, and digitally driven. But real impact, the kind that fuels sustainable growth and helps organisations achieve their goals, doesn’t come from digitisation alone. It comes from clarity, accountability, and having the right tools to manage funding with confidence.  

Nonprofits face a unique set of challenges: managing multiple income streams, grants, donor restrictions, and compliance requirements, while still delivering measurable outcomes. In this complex landscape, having the right accounting software for nonprofits is not just helpful; it’s essential.  

Digital Transformation in the Nonprofit Sector 

Digital innovation is reshaping how nonprofits operate. From AI-driven reporting to smarter fund tracking, organisations now have access to tools that can transform both internal processes and how impact is delivered.  

However, with this innovation comes a responsibility to maintain transparency, manage risk, and ensure that every euro is accurately tracked. 

Sage Intacct’s software for non-profits brings all of this together. It empowers finance teams with real-time insights, improves grant management, and supports compliance at every step.  

As the saying goes, “You can’t solve 21st-century problems with 20th-century technology.” Legacy systems or worse, spreadsheets simply can’t keep up with today’s demands. That’s where Sage Intacct excels.

Smarter Grant Tracking for Better Decision-Making

Effective grant management is about more than tracking funds, it’s about ensuring accountability and enabling insight. 

Many nonprofits rely on multiple funding sources, each with its own restrictions, reporting requirements, and timelines. Without a centralised system to manage these complexities, organisations risk non-compliance, or worse, the loss of funding. 

With Sage Intacct, nonprofits can automate grant tracking and link every transaction to the correct fund or restriction. This reduces manual work, eliminates errors, and ensures accurate, audit-ready reporting. 

Real-time visibility allows teams to monitor grant statuses, track budgets versus actuals, and generate funder-specific reports with ease. No more scrambling to compile data when deadlines loom. 

Fund Management That Builds Trust and Transparency 

Today’s donors, funders, and stakeholders demand transparency, and rightly so. They want to see how their contributions are being used and what impact they’re generating. 

Sage Intacct makes it easy to deliver that clarity without placing a burden on internal resources. By automating fund allocations and enhancing financial reporting, it helps build trust and frees up time for mission-critical work.  

In fact, Sage’s recently published article on grant management highlights that visibility into your organisation’s financial position is crucial not only for accountability but also for strategic planning and long-term impact. 

Managing Risk in a Complex Funding Environment  

As the nonprofit sector evolves, organisations must be aware of the risks that come with transformation. Inconsistent reporting, lack of transparency, and outdated systems can expose nonprofits to audits, compliance failures, and funding disruptions. 

Sage Intacct mitigates these risks with built-in controls, audit trails, and configurable workflows that support consistency and accountability. Whether it’s managing donor restrictions, preparing for audits, or reconciling diverse income streams, Sage Intacct equips finance teams to handle it all with confidence. 

This is especially critical in today’s competitive funding environment, where compliance is under growing scrutiny. Sage Intacct enables nonprofits to proactively identify issues, flag anomalies, and adapt quickly to changing funder requirements. 

Strengthening Financial Management for the Road Ahead  

The nonprofit sector is under pressure to meet new expectations around transparency, ESG reporting, and digital readiness. Choosing modern accounting software for nonprofits isn’t just about addressing current challenges, it’s about preparing for the future. 

Sage Intacct is designed to scale as your organisation grows. Whether you’re expanding programmes, opening new locations, or managing increasingly complex grants, it adapts without the need for costly customisation. 

With features like multi-entity reporting, real-time dashboards, and AI-powered automation, nonprofits can gain deeper insights, improve operational efficiency, and focus more time on creating impact. 

Building a More Impactful and Resilient Future   

Ultimately, digital transformation in the nonprofit sector isn’t just about technology, it’s about empowering organisations to fulfil their missions with greater confidence, clarity, and accountability. 

Sage Intacct for non-profits supports smarter grant tracking, automated fund management, and real-time financial insights. It’s not just a better way to manage finances, it’s a smarter way to drive impact. 

As nonprofits face funding shifts, increased oversight, and rising expectations, Sage Intacct provides a secure, scalable foundation that keeps them future-ready and focused on their purpose. 

At Envisage, we partner with nonprofits to implement solutions that support long-term success. Get in touch with our team to find the right solution for your organisation. 

Want to see how smarter financial management can drive real impact for your organisation?

Join our free webinar, Beyond the Numbers: Driving Nonprofit Impact with Sage Intacct, on 18th June 2025 at 10am.

Discover how leading nonprofits are replacing spreadsheets with real-time insights, automating reporting, and simplifying grant and fund management — all while staying focused on their mission. Don’t miss this opportunity to learn from real-world success stories and ask the experts your questions. [Register now].

Sage Intacct Non-Profits Webinar

About the Author

Picture of Kyle Moore

Kyle Moore

Kyle works as a Senior Consultant on the implementation team for Envisage. His focus is on the Sage 200 accounting system products and some of the value-added products. Kyle started off at Envisage on the technical support side before he moved over to the implementation team. With 25 years of experience working with Sage 200 in its various guises, he has vast knowledge of the product and our customers, and understands how their businesses work.

sage intacct non-profits

When QuickBooks and Xero Aren’t Enough: What’s Next for Growing Finance Teams?

by AccountingSage 200Sage Intacct
sage intacct non-profits
  • Accounting, Sage 200, Sage Intacct

For startups and small businesses, platforms like QuickBooks and Xero have long been popular choices. They’re cost-effective, simple to use, and ideal for handling early-stage financial needs. But as companies expand, they encounter new challenges – ones that demand more advanced systems.

In 2025, more finance leaders are moving beyond entry-level tools in favour of scalable cloud accounting software that meets the demands of modern, strategic finance teams.

Recognising the limitations

There’s no denying that QuickBooks and Xero have a place – but that place is not in managing the complexities of a growing business. For organisations with multiple entities, international operations, or complex reporting needs, these tools can hold teams back.

Common pain points finance departments experience with basic platforms include:

• Limited visibility into real-time performance

• Heavy reliance on manual work and spreadsheets

• Inability to manage multi-entity structures or consolidate data

• Simplistic reports that don’t inform strategy

These issues can slow down operations, introduce risk, and reduce agility – prompting businesses to re-evaluate their accounting infrastructure.

What businesses really need

As the finance function becomes more critical to strategic decisions, businesses need solutions that deliver automation, real-time insight, and room to scale. This is where Sage Intacct and Sage 200 come in – two powerful options in the Sage Accounting Software suite.

Smarter systems for modern finance 

Sage Intacct is a cloud-native financial management platform built specifically for innovative finance teams. Its modular design and robust API make it flexible enough to meet evolving business needs, whether you’re operating locally or expanding abroad.

Key benefits include:

• Support for multi-entity, multi-currency operations

• AI-powered automation tools like Sage Copilot

• Intelligent general ledger and custom reporting

• Real-time dashboards with strategic insights

• Seamless integration with payroll, CRM, and more

For businesses ready to move beyond legacy systems, Sage Intacct offers control, visibility, and adaptability. As a trusted Sage Intacct Partner, we support every step of the journey.

All-in-one financial management with Sage 200

For small to medium-sized businesses looking for an integrated solution, Sage 200 offers a powerful suite of tools for managing finance, sales, and operations in one platform.

Its core Financials module provides strong foundational accounting capabilities. And with the addition of Sage 200 Commercials, businesses benefit from:

• Full stock and inventory management

• Sophisticated sales and purchase order processing (SOP & POP)

• Custom pricing and supply chain controls

With these tools, Sage 200 delivers end-to-end visibility, allowing for faster decision-making, better resource planning, and greater operational efficiency. 

Reporting designed for decision-making

One of the biggest differences between Sage and entry-level solutions is the quality and depth of financial reporting.

Where QuickBooks and Xero offer basic templates, Sage Intacct and Sage 200 deliver high-impact, real-time reports tailored to business needs:

• Sage Intacct: Advanced dashboards, KPIs, and forecasting tools

• Sage 200: Customisable reporting and built-in data analysis

This allows finance teams to focus less on exporting data – and more on planning for growth and profitability.

Automation, integration, and the power to scale

A modern finance system should do more than keep up – it should drive your business forward. That’s exactly what Sage Intacct and Sage 200 enable, through:

• Automated bank feeds and faster close processes

• Elimination of repetitive manual tasks

• Scalability to support multiple users, locations, and growing data volumes

• Integration with existing systems and cloud tools

These features free up teams to concentrate on high-value work and strategic planning.

Why finance teams are moving to Sage in 2025  

Across sectors, the shift away from entry-level platforms is accelerating. Leaders are looking for tools that deliver:

• Real-time financial insights

• Scalable cloud infrastructure

• Advanced reporting and forecasting

• Automation of key workflows

• Multi-entity and multi-location support

• Ongoing support from local, expert partners

Envisage: Experts in Sage Intacct and Sage 200  

At Envisage, we help businesses upgrade from basic software to smarter solutions. As experienced providers of Sage Intacct and Sage 200, we tailor every implementation to fit your operations and ambitions.

From early consultation through to deployment and support, we’re with you every step of the way. 

Is it time to move on from QuickBooks or Xero? 

If your current system is holding you back, it might be time to explore the power of Sage. Whether you’re eyeing automation, improved reporting, or expansion – we can help.

Get in touch to discuss your goals or to book a personalised walkthrough of Sage Intacct or Sage 200 today.

About the Author

Picture of Ivan Darmody

Ivan Darmody

Ivan is a customer-centric self-starter with a passion for technology. With extensive sales experience in various industries, he has focused on problem-solving customers’ requirements and providing the best solutions to streamline their processes while maximising potential utilising both direct and indirect sales channels.

Warehouse, charity and people with tablet, help and review of donations on website and discussion. .

Driving Impact Through Financial Excellence: How Sage Intacct Empowers Non-profits

by Not-For-ProfitSage Intacct
  • Not-For-Profit, Sage Intacct

The non-profit sector operates in a unique space where visibility over funding streams, donation tracking, and audit readiness are not optional but essential. 

This is where the right financial management solution makes all the difference. Traditional systems often lack the automation, integration, and real-time insight that today’s non-profits need to thrive. As organisations grow, these gaps become more apparent, making the move to a purpose-built, cloud-based platform like Sage Intacct a strategic decision. In this blog, we explore the challenges non-profits face with outdated systems and how Sage Intacct for non-profits provides the tools to overcome them. 

Common Financial Challenges in the Non–profit Sector 

Despite their diverse missions, many non-profits experience similar operational challenges, most of which stem from financial systems that are no longer fit for purpose. Below are four of the most common barriers: 

1. Manual and Outdated Processes

Spreadsheets, disconnected data sources, and manual reconciliations are still widely used in non-profit finance teams. These outdated practices not only eat into valuable time but also increase the risk of human error, making it harder to maintain accurate financial records or respond quickly to funding opportunities. 

2. Weak Audit Trails and Compliance Gaps

With limited built-in controls, many older financial systems fail to meet the growing demand for audit transparency. Without clear tracking for grants, donations, and expenses, non-profits face difficulties in maintaining robust governance and ensuring regulatory compliance. 

3. Limited Real-Time Visibility

Decision-makers need fast access to reliable data, but legacy systems often provide delayed, static reports that make it hard to assess performance or plan strategically. The lack of real-time insights hinders proactive financial management and limits the ability to respond to changing conditions. 

4. Inhibitors to Growth

Without a scalable financial system, non-profits find it challenging to grow. Whether expanding programmes, securing larger grants, or opening new entities, an outdated finance function can hold back progress. Gaining accurate visibility across departments, projects, or locations becomes increasingly difficult as complexity increases. 

Why Sage Intacct is Built for Non–profit Success 

Sage Intacct is more than just an accounting software; it’s a modern financial management platform designed with the unique needs of non-profits in mind. As a Sage Intacct partner, we know how transformative this system can be when it’s implemented with your mission in mind. 

Here are the core features that make Sage Intacct for non-profits the solution of choice: 

Tailored for the Non-profit Sector 

Sage Intacct offers native functionality for donation and grant tracking, programme-based reporting, and compliance management – helping your organisation stay on mission while staying in control. 

Advanced Grant and Donation Tracking 

Sage Intacct enables real-time tracking of grants, donations, and restricted funds, ensuring full visibility on where funding is coming from, how it’s being used, and how it aligns with donor requirements. Built-in reporting tools allow you to demonstrate accountability to funders, boards, and stakeholders with ease. 

Strong Compliance and Governance Tools 

Sage Intacct simplifies compliance with built-in audit trails, real-time data integrity, and automatic tracking of key financial activities. Whether it’s internal policies or external regulations, you can maintain strong financial governance without the manual burden. 

AI-Driven Automation 

Thanks to intelligent automation, Sage Intacct significantly reduces manual data entry and processing. From automated accounts payable to recurring revenue tracking, your finance team can focus on strategy and outcomes instead of admin-heavy tasks. 

Cloud-Based Access from Anywhere 

As a fully cloud-based platform, Sage Intacct eliminates the need for expensive IT infrastructure while enabling secure, remote access to financial data. For non-profits with distributed teams or field-based operations, this flexibility is invaluable. 

Real-Time Dashboards and Reporting 

Tailored dashboards give leadership and finance teams real-time access to the metrics that matter. Whether it’s tracking programme costs, forecasting future funding, or analysing impact by project, Sage Intacct makes financial insights accessible and actionable. 

How Envisage Supports Non–profits with Sage Intacct 

Making the switch to Sage Intacct doesn’t have to be daunting. At Envisage, we specialise in Sage Intacct implementation for non-profit organisations of all sizes. As a trusted Sage Intacct partner, we focus on getting to know your unique needs and delivering a solution that drives better outcomes. Our team helps non-profits: 

• Modernise accounting workflows 

• Improve transparency and financial visibility 

• Strengthen compliance and governance 

• Maximise the value of donations and funding 

• Plan confidently for growth and expansion 

We believe non-profit organisations deserve powerful financial systems that support their purpose, not hinder it. Whether you’re looking to replace outdated systems or future-proof your finance function, we’re here to help every step of the way. 

A Platform That Aligns with Your Mission 

Non-profits operate in a fast-changing world, and financial clarity has never been more critical. Sage Intacct provides the advanced features and real-time insight needed to support sustainable growth, ensure accountability, and enable mission-driven outcomes. 

By replacing manual processes with automation, and disconnected data with intelligent dashboards, non-profits can shift their focus from administration to impact. With Sage Intacct for non-profits, your organisation gains the tools to operate with confidence and scale with purpose. 

If your current financial system is holding you back, it’s time to explore what Sage Intacct can do for your organisation. Get in touch with us to learn how we can support your transition and unlock the full potential of your financial management. 

About the Author

Picture of Kyle Moore

Kyle Moore

Kyle works as a Senior Consultant on the implementation team for Envisage. His focus is on the Sage 200 accounting system products and some of the value-added products. Kyle started off at Envisage on the technical support side before he moved over to the implementation team. With 25 years of experience working with Sage 200 in its various guises, he has vast knowledge of the product and our customers, and understands how their businesses work.

Successful dedicated young businesswomen working together on a shared laptop computer reading the screen with pleased smiles, sun flare behind

Financial Evolution: Why More Businesses Are Upgrading from Sage 50

by Sage 200Sage 50Sage Intacct
  • Sage 200, Sage 50, Sage Intacct

Financial management is at the core of every successful business, but as companies scale, so too must their accounting software. While Sage 50 has long been a dependable tool for startups and smaller enterprises, today’s growing organisations are exploring more powerful systems to meet their evolving needs. 

At Envisage, we understand that financial excellence isn’t just about choosing the right software, it’s about partnering with the right team to guide you through that choice. As a trusted Sage Partner, we help businesses recognise when the time is right for a Sage 50 upgrade and support them through the transition to Sage Intacct or Sage 200. 

In this blog, we explore why transitioning from Sage 50 to Sage 200 or opting for a Sage 50 upgrade to Sage Intacct is not just a strategic decision, but a catalyst for operational growth, improved financial control, and long-term success. 

Outgrowing Sage 50: Common Signs It’s Time to Upgrade 

Sage 50 has supported thousands of businesses at the early stages of their journey. It’s intuitive, cost-effective, and packed with essential accounting functionality. But as your organisation evolves, you may notice limitations in its capacity to scale. 

From increased transaction volumes to a demand for real-time reporting, the signs that your business is outgrowing Sage 50 can no longer be ignored. 

1. Limited Scalability 

Sage 50 is tailored for small businesses. It meets basic accounting needs, but struggles with higher transaction volumes, complex reporting, and multi-entity management. As companies grow, these features become critical for maintaining visibility and control. 

2. Manual Processes and Spreadsheets 

A lack of automation and integration often leads to heavy reliance on spreadsheets. This not only increases the risk of manual errors, but also slows down workflows, limits accuracy, and introduces delays in decision-making processes. 

3. Insufficient Real-Time Insights 

For fast-growing organisations, access to real-time financial data is vital. Unfortunately, Sage 50’s reporting capabilities are limited, preventing leaders from gaining the insights they need to track performance and forecast with confidence. 

4. Compliance and Audit Readiness 

As regulatory requirements increase, businesses need robust audit trails and compliance tools. Sage 50’s offerings in this area are limited, making it harder to maintain governance, mitigate risks, and satisfy auditing standards. 

If these challenges sound familiar, you’re not alone and you’re not stuck. A growing number of companies are making the move from Sage 50 to more advanced solutions that support their next phase of growth. 

Exploring the Next Step: Sage Intacct

For many, the ideal next step is a Sage 50 upgrade to Sage Intacct. Designed specifically for businesses scaling up, Sage Intacct is a cloud-based financial management system that offers advanced capabilities in automation, reporting, and multi-entity management. 

Whether you’re wondering how to upgrade Sage 50 to Sage 200 or looking for the flexibility of a cloud-native platform, here’s why Sage Intacct stands out: 

• Real-Time Financial Reporting 
Gain immediate access to dashboards, customisable insights, and advanced reporting tools. You’ll never be in the dark about your financial performance. 

• Multi-Entity & Multi-Currency Support 
Manage multiple business units and currencies effortlessly with built-in functionality tailored for growing organisations. 

• Automated Workflows & AI-Powered Tools 
Reduce time spent on manual tasks with intelligent automation, freeing your finance team to focus on strategic growth. 

• Secure, Cloud-Based Access 
Work from anywhere, with real-time access to your data, strong security protocols, and regular system updates. 

• Robust Compliance Features 
Built-in compliance and audit tracking functions help your business meet evolving financial and legal standards. 

• Purpose-Built for Distribution and Manufacturing  

Support industry-specific needs with Sage Intacct’s SDMO solution, designed to enhance operational efficiency, manage complex inventory, and enhance supply chain processes. 

For businesses seeking scalability, Sage Intacct is a strategic solution that goes far beyond traditional accounting tools. 

Sage 200: Tailored for Control and Operational Strength 

An alternative option for organisations looking for more functionality and control over and above Sage 50, is Sage 200. 

A powerful on-premise or hybrid solution, Sage 200 offers deeper integration and customisation options for medium-sized businesses, with features designed to improve both back-office operations and financial performance. 

• Enhanced Financial Management 
With advanced budgeting, forecasting, and cash flow tools, Sage 200 provides a comprehensive view of your financial health. 

• Inventory & Supply Chain Oversight 
Gain better control over logistics and stock levels with accurate, real-time visibility that enhances order processing and efficiency. 

• Business Intelligence Integration 
Make informed, data-driven decisions with embedded business intelligence tools that support smarter planning and faster responses to market shifts. 

A Sage 200 upgrade is ideal for businesses that have outgrown Sage 50 but still require a robust, customisable ERP solution to support their evolving needs. 

Why Partner with Envisage?  

The decision to move on from Sage 50 isn’t always easy but with Envisage, it doesn’t have to be difficult. As Sage experts, we offer end-to-end support throughout the upgrade process, from assessing your business needs to full implementation, training, and post-launch support. 

Whether you’re leaning toward a Sage 50 upgrade to Sage Intacct or considering a Sage 200 upgrade, we take a consultative approach to ensure the solution you choose aligns with your financial goals and operational requirements. 

Ready to Take the Next Step?   

If your business has outgrown Sage 50, we’re here to help you take your next step with confidence. 

Upgrading your financial management system can unlock new levels of efficiency, accuracy, and growth potential. Let Envisage guide you through a smooth and successful transition. 

Contact us today for a free consultation. 

About the Author

Picture of Ivan Darmody

Ivan Darmody

Ivan is a customer-centric self-starter with a passion for technology. With extensive sales experience in various industries, he has focused on problem-solving customers’ requirements and providing the best solutions to streamline their processes while maximising potential utilising both direct and indirect sales channels.

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Sage Intacct 2025 R1: The Game-Changer for Finance Teams

by AISage Intacct
  • AI, Sage Intacct

Traditional financial processes, often reliant on manual workflows and disconnected systems, struggle to keep pace with today’s demands. Finance teams across industries face mounting pressure to deliver more accurate insights, tighter controls, and faster closes while managing increasing compliance requirements. For many businesses, financial management remains a significant challenge due to time-consuming manual processes, limited visibility, compliance complexities, and scalability concerns as operations grow across multiple entities.  

Finance departments need solutions that can automate routine tasks, provide real-time insights, and scale with their evolving needs. Without these capabilities, businesses risk falling behind competitors, missing opportunities, and spending excessive time on low-value activities. 

The Digital Finance Advantage 

For finance teams to thrive in today’s environment, they need intelligent, automated solutions that integrate seamlessly with their operations. Implementing a modern financial management system like Sage Intacct enables organisations to transform their finance function from a back-office processor to a strategic business enabler. This shift opens the door to: 

• Reducing financial close cycles from weeks to days with intelligent automation 

• Gaining real-time visibility into financial performance across multiple entities 

• Enhancing decision-making with advanced analytics and reporting tools 

• Ensuring compliance with evolving financial regulations 

• Scaling financial operations efficiently as the business grows 

With the right technology, finance teams can move beyond manual data entry and reconciliation, focusing instead on strategic insights and business growth. 

Sage Intacct 2025 R1 

The latest release of Sage Intacct introduces a powerful suite of enhancements designed to modernise financial operations, increase automation, and improve reporting capabilities. Sage Intacct 2025 Release 1 (R1) addresses key financial challenges by delivering cutting-edge automation, smarter financial insights, and greater scalability. 

Key enhancements in Sage Intacct 2025 R1 include: 

1. Sage Copilot Close Assistant – A centralised dashboard offering real-time visibility into the financial close process across all entities and subledgers. It provides automated alerts for invoices or bills, improved bank reconciliation visibility, and enhanced financial analytics to optimise month-end close activities. 

2. Advanced Accounts Payable (AP) Automation – Automated invoice processing that matches invoices to purchase orders or receipts, significantly reducing manual effort while improving accuracy. Approval delegation ensures purchase requests continue smoothly even when key approvers are unavailable. 

3. Smarter Financials – Advanced revenue management capabilities supporting third-party billing while ensuring compliance with ASC 606 and IFRS 15. Multi-currency fund transfers are now automated, eliminating manual calculations, while enhanced approval workflows enable bill approvals per vendor and seamless inter-entity reconciliation. 

4. Industry-Specific Enhancements – Tailored improvements for project-based businesses and non-profits, including streamlined project and grant records, customisable project dashboards for faster insights, and improved supplier compliance tracking for construction firms. 

5. Scalability & Security – Future-proofing measures, including mandatory email authentication from May 2025 to enhance security and reduce phishing risks. Enhanced list management also enables greater personalisation and efficiency in financial processes. 

The Real-World Impact of Sage Intacct 2025 R1 

Early adopters of Sage Intacct 2025 R1 are already experiencing measurable improvements in their financial operations: 

• Faster Financial Close: Organisations have reduced their month-end close cycle by up to 50%, allowing finance teams to focus on analysis rather than data reconciliation. 

• Better Decision-Making: Real-time dashboards and enhanced reporting provide executives with current financial data, enabling more informed decisions. 

• Reduced Manual Work: Automating routine AP processes has decreased invoice processing time by an average of 65%, reducing errors and strengthening vendor relationships. 

• Optimised Cash Flow Management: Improved visibility into receivables and payables, combined with automated reconciliations, is helping businesses better manage cash positions and working capital. 

• Stronger Compliance: Enhanced revenue recognition capabilities help organisations remain compliant with evolving accounting standards while minimising reporting errors. 

These results highlight how Sage Intacct 2025 R1 is driving efficiency and innovation in financial operations across diverse industries. 

Key Considerations for Implementation  

While Sage Intacct 2025 R1 offers transformative capabilities, successful implementation requires careful planning. Organisations should consider: 

• Change Management: Effective training and onboarding are essential to ensure teams can fully leverage the new system. 

• Data Migration: Historical financial data must be accurately mapped and validated to maintain reporting integrity. 

• Integration Needs: Seamless integration with other business applications is crucial for maximising efficiency. 

• Resource Allocation: Balancing system implementation with ongoing financial operations requires strategic resource planning. 

Addressing these factors requires not just advanced software but also expert implementation and support.

Partner with Envisage for Sage Intacct Success  

For organisations looking to modernise their financial management, Sage Intacct 2025 R1 presents a compelling opportunity. However, achieving the full benefits of this solution requires the right expertise and guidance. 

As a trusted Sage Intacct partner, Envisage helps businesses unlock the full potential of their financial management system through: 

• Expert Guidance: Our team delivers tailored Sage Intacct solutions to meet your business needs. 

• Ongoing Support: We provide dedicated assistance to ensure your system operates at peak performance. 

• Industry Knowledge: With deep expertise in financial operations, we offer solutions that drive efficiency and growth. 

Don’t let outdated financial systems hold your business back. Contact us to explore how Sage Intacct can transform your financial operations.  

We’ll be showcasing Sage Intacct’s AI capabilities at this year’s ERP HEADtoHEAD™ event in Milton Keynes, where you can see these advancements in action. 

Join us and experience the future of finance, register now and use code ENVISAGE20 for a 20% early booking discount! See link to register: erpheadtohead.com/uk

About the Author

Picture of David Burke

David Burke

David Burke, the Technical Director for Envisage, is responsible for developing bespoke and off-the-shelf solutions, including easyDD for Sage. In 2023, he achieved accreditation as a Sage Intacct Implementation Certified Consultant.

Wooden letter tiles spelling AI on a textured green background, symbolizing artificial intelligence.

Harnessing AI for Finance: How Sage Copilot Transforms Financial Operations

by AIFinanceSage Intacct
  • AI, Finance, Sage Intacct

Many finance teams are still reliant on manual data entry and cumbersome spreadsheets, leading to inefficiencies, errors, and lost opportunities. 

While automation has long played a role in financial processes, AI is now redefining what’s possible. AI-powered tools like Sage Copilot offer predictive insights, intelligent recommendations, and enhanced data analysis, helping finance teams stay ahead of challenges. In this blog, we explore how Sage Copilot, embedded within Sage Intacct is transforming financial management. 

Sage Copilot: The AI Assistant Redefining Finance 

Launched in December 2024, Sage Copilot is an advanced AI assistant within Sage Intacct, designed to enhance financial operations by minimising inefficiencies and providing real-time intelligence. Unlike traditional automation, Sage Copilot actively assists finance teams by identifying trends, flagging inconsistencies, and optimising core financial processes. This enables organisations to shift from reactive financial management to a proactive, data-driven approach. 

By leveraging AI capabilities such as automated variance analysis, intuitive search assistance, and simplified close management, finance teams can operate with greater accuracy, efficiency, and confidence. 

Key AI Capabilities  

Sage Copilot functions as more than just a tool, it’s a digital finance partner that enhances decision-making and mitigates risk. Here’s how its core features tackle some of the most pressing financial challenges: 

  1. AI-Powered Search: Instant Answers, Less Effort

Finance teams no longer need to manually sift through vast amounts of data. Sage Copilot’s conversational search delivers context-aware responses to complex queries in seconds, reducing time spent searching and increasing operational efficiency. 

  1. Real-Time Variance Analysis: Proactive Risk Management

Identifying financial discrepancies too late can lead to costly consequences. Sage Copilot continuously monitors financial data, detecting anomalies in real-time so finance teams can take immediate corrective action, improving budget control and overall financial health. 

  1. Intelligent Close Management: A Faster, More Accurate Month-End

Month-end close is often a stressful, error-prone process. AI-driven tracking within Sage Copilot ensures teams stay on top of approvals, reconciliations, and reporting, enabling a smoother, faster close with fewer manual interventions. 

  1. AI-Enhanced Accounts Payable: Reducing Manual Work and Errors

By automating invoice matching and approval processes, Sage Copilot reduces human effort while increasing accuracy and cash flow efficiency, leading to stronger vendor relationships and improved financial stability. 

  1. Smarter Revenue Recognition: Compliance Without Complexity

With support for over 600 billing scenarios, Sage Copilot simplifies complex revenue recognition workflows while ensuring compliance with global accounting standards. This is particularly beneficial for subscription-based and service-oriented businesses where revenue recognition is intricate. 

  1. Advanced Financial Forecasting: Better Insights, Better Decisions

Finance leaders need accurate forecasts to plan effectively. By analysing historical data and market trends, Sage Copilot enhances forecasting accuracy, helping businesses make smarter financial decisions and adapt to changing market conditions. 

AI – A Strategic Advantage for Finance Leaders

AI isn’t here to replace finance professionals, it’s here to empower them. By automating time-consuming, repetitive tasks, AI frees up finance teams to focus on high-value activities such as strategic planning, risk assessment, and business growth. 

With Sage Copilot, finance teams can: 

• Spend less time on manual processes and more on strategic analysis 

• Make faster, data-driven decisions with real-time insights 

• Reduce financial risk through proactive anomaly detection 

• Gain deeper visibility into business performance trends 

• Improve collaboration across departments with enhanced financial transparency 

The Growing Importance of AI in Finance 

According to Sage’s AI: The Opportunity for CFOs report, 86% of finance leaders have already adopted AI in some form, yet less than half are using AI tools specifically built for finance. This gap presents a major opportunity for businesses to use AI-driven financial solutions like Sage Copilot to gain a competitive advantage. 

The financial landscape is evolving rapidly, with economic volatility, regulatory changes, and shifting business models demanding smarter, more agile decision-making. AI-driven solutions like Sage Copilot help finance teams stay ahead by enabling real-time data analysis, improved forecasting, and greater operational agility. 

By integrating AI into financial operations, businesses can enhance efficiency, reduce costs, and future-proof their finance functions against an increasingly complex market. 

Unlock the Power of AI-Driven Finance with Envisage  

At Envisage, we specialise in helping businesses maximise the potential of AI-powered financial management. As a leading Sage Intacct partner, we provide seamless implementation, expert training, and ongoing support to ensure organisations make smarter financial decisions. 

Reach out to us for a free consultation and let us help you meet your needs through AI.   

We’ll be showcasing Sage Intacct’s AI capabilities at this year’s ERP HEADtoHEAD™ event in Milton Keynes, where you can see these advancements in action. 

Join us and experience the future of finance, register now and use code ENVISAGE20 for a 20% early booking discount! See link to register: erpheadtohead.com/uk

About the Author

Picture of Chris Hawley

Chris Hawley

Chris is the Managing Director at The Noledge Group and brings over 34 years of experience delivering ERP solutions across industries like retail, distribution, manufacturing, and construction. During his 24 years at Sage, he worked with nearly every product and notably transformed Sage 200 as its Product Manager, turning it into a leading solution for SMEs in the UK and Ireland. Chris takes pride in the continued success of Sage 200, supported by Sage Business Partners like Envisage.

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Is Sage 50 Holding You Back? The Value of Upgrading to Sage Intacct

by Sage 50Sage Intacct
  • Sage 50, Sage Intacct

As businesses shift to cloud-based solutions, financial leaders relying on on-premise systems like Sage 50 face a crucial decision: embrace the cloud or risk falling behind. 

In this blog, we’ll explore the challenges that arise as companies outgrow Sage 50 and highlight the benefits of transitioning to a modern cloud platform like Sage Intacct. With AI-driven financial insights, multi-dimensional reporting, and seamless integration, Sage Intacct equips businesses to scale with confidence. We’ll also share practical tips to ensure a smooth and efficient migration.  

The Evolving Financial Landscape 

The way businesses operate has changed. With remote work, global expansion, and the demand for real-time financial insights, expectations for financial management systems have grown. While Sage 50 has been a trusted solution for years, it’s becoming increasingly difficult to keep up with these new demands. 

Industry research shows that over 80% of finance teams now see cloud migration as a key part of their digital transformation strategy. This shift highlights a growing need for financial systems that deliver accessibility, scalability, and advanced analytics to stay competitive. 

Why Sage 50 Users Are Looking to the Cloud 

Sage 50 has served many businesses faithfully for years. However, as financial operations grow more complex, its limitations become clear: 

• Limited accessibility: Desktop-based systems make remote access difficult, which isn’t ideal for today’s flexible work environments 

• Manual processes: As businesses expand, they often resort to workarounds for tasks that should be automated 

• Restricted reporting: With increasing data volumes, generating timely, cross-functional insights becomes more challenging 

• Integration hurdles: Connecting Sage 50 with other business systems often requires custom development or manual data transfers 

• Scalability issues: As transaction volumes and user numbers grow, performance bottlenecks start to appear 

These aren’t just minor inconveniences – they can slow decision-making, reduce efficiency, and impact a company’s ability to stay competitive. 

The Strategic Shift from Sage 50 to Cloud Solutions 

The benefits of cloud adoption extend far beyond convenience, delivering: 

1. AI-Powered Financial Intelligence

Beyond automating routine tasks, AI identifies patterns, detects anomalies, and delivers predictive analytics that might otherwise go unnoticed. For finance leaders, this means moving from reactive reporting to proactive strategy: 

• More accurate forecasting through pattern recognition and machine learning 

• Early issue detection with AI-driven anomaly alerts 

• Enhanced risk assessment using comprehensive data analysis 

• Personalised financial insights tailored to different stakeholders 

2. Multi-Dimensional Financial Visibility

Traditional reporting can be limiting, but Sage Intacct allows financial leaders to analyse data across multiple dimensions – by department, project, location, customer, vendor, employee, or any custom category relevant to the business. This multi-dimensional visibility enables: 

• Granular performance tracking to understand financial trends 

• Better resource allocation based on real-time insights 

• Clearer profitability analysis to identify key drivers 

• Faster identification of growth opportunities and underperforming segments 

3. A Connected Business Ecosystem

Legacy systems often operate in silos, creating inefficiencies and blind spots. With Sage Intacct’s open architecture, businesses can integrate financial management with other critical applications, creating a unified and seamless workflow. This connectivity delivers: 

• Automated data flows to eliminate manual transfers and reduce errors 

• Real-time visibility into operational metrics impacting financial performance 

• Collaborative workflows that connect teams across departments 

• A single source of truth for financial and operational data 

By transitioning to cloud-based financial management, businesses gain the agility, intelligence, and integration needed to stay ahead in an increasingly dynamic market. 

Navigating the Migration Journey 

Transitioning from Sage 50 to Sage Intacct is a big change, but it doesn’t have to be disruptive. A well-planned migration strategy ensures a smooth process and covers key areas like: 

1. Data assessment: Evaluating current data structure and quality before migration 

2. Process mapping: Identifying process improvements possible with enhanced capabilities 

3. Integration planning: Determining connections needed with other business systems 

4. Change management: Preparing the organisation for new workflows and capabilities 

5. Training strategy: Ensuring users can leverage advanced features effectively 

Organisations that approach migration as a transformation opportunity, rather than merely a technical upgrade, position themselves to realise substantially greater value from their investment. 

Choosing Your Path Forward 

The decision to migrate from Sage 50 to a cloud solution like Sage Intacct isn’t simply about keeping pace with technology trends. It’s about making a strategic choice about your organisation’s financial future. 

As more businesses make this transition, those who delay risk finding themselves at a strategic disadvantage, with less visibility, reduced agility, and higher operational costs than cloud-enabled competitors. 

At Envisage, we’ve guided businesses through this transformation journey, helping them not just implement new technology, but reimagine what’s possible when finance moves beyond transaction processing to become a catalyst for strategic growth. 

The question facing Sage 50 users isn’t whether cloud migration makes sense, but rather how to approach it most effectively to maximise strategic value while minimising operational disruption. Ready to see how Sage Intacct can support your business? Reach out to us to book a Sage Intacct demo.  

About the Author

Picture of Ivan Darmody

Ivan Darmody

Ivan is a customer-centric self-starter with a passion for technology. With extensive sales experience in various industries, he has focused on problem-solving customers’ requirements and providing the best solutions to streamline their processes while maximising potential utilising both direct and indirect sales channels.

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Redefining Financial Leadership with Sage Intacct and AI-Driven Insights

by AISage Intacct
  • AI, Sage Intacct

In today’s fast-paced business world, Chief Financial Officers (CFOs) are stepping beyond traditional roles to become strategic leaders, shaping the future of their organisations. With the rise of artificial intelligence (AI) and automation, CFOs have access to tools that make it easier to manage complexities, forecast with precision, and drive sustainable growth. Recent data from Sage’s Secrets of Successful CFOs report reveal that 87% of CFOs integrating AI into their operations have seen significant improvements in financial processes, with 88% adopting cloud technologies and 86% leveraging automation for enhanced efficiency. 

One standout solution leading this transformation is Sage Intacct. This AI-powered platform redefines financial management, providing CFOs and finance teams with the tools to modernise processes, improve decision-making, and align financial strategy with broader business goals. 

In this blog, we’ll explore how Sage Intacct’s AI capabilities empower CFOs to overcome modern financial challenges, and lead with confidence. 

The Expanding Role of the CFO

CFOs are at the crossroads of strategy and technology, tasked with driving not only financial accuracy but also innovation and growth.  

Insights from the Sage report indicate that 78% of highly successful finance leaders emphasise the importance of technological advancements for success. Sage Intacct is purpose-built to support this evolution, offering advanced automation, real-time analytics, and tools that enable finance leaders to: 

• Analyse data for actionable insights 

• Forecast trends and anticipate challenges 

• Adapt quickly to dynamic market conditions 

Key Features for Financial Leadership 

Sage Intacct equips financial leaders with the insights and flexibility required to drive growth, enhance collaboration, and align financial strategies with overarching business goals. Below, we delve into its standout features that empower financial leadership.  

1. Advanced Reporting: Sage Intacct provides multidimensional reports and real-time access to financial data. This empowers CFOs to: 

• Identify inefficiencies and opportunities 

• Make informed, data-driven decisions 

• Align financial goals with long-term business strategies 

2. Cloud-Based Scalability: Operate seamlessly in a fast-changing world. Sage Intacct’s cloud platform ensures businesses can: 

• Access financial data anytime, anywhere 

• Scale operations efficiently without sacrificing performance 

3. ERP Integration: Sage Intacct seamlessly connects financial management with other business functions. This fosters collaboration, improves communication, and enables organisations to align efforts toward unified goals. 

According to the Sage report, there was a “30% increase in cross-departmental collaboration over the last five years” among the surveyed leaders, highlighting the value of ERP solutions like Sage Intacct in breaking down organisational silos. 

AI: The Catalyst for Financial Transformation

AI is transforming finance, and Sage Intacct places its benefits at your fingertips. By automating repetitive tasks and providing advanced analytics, CFOs can shift their focus from operational processes to strategic priorities. 

Key AI-Powered Tools in Sage Intacct 

1. AI and Automation:

• Automates data entry, reconciliations, and financial approvals 

• Reduces human error, improves efficiency, and frees up time for strategic work 

2. Predictive Analytics and Forecasting:

• Analyses historical data to project future financial performance 

• Enhances resource allocation and proactive decision-making 

3. Anomaly Detection and Risk Mitigation:

• Identifies data irregularities, ensuring financial accuracy and compliance 

• Assesses risks such as fraud or late payments, helping businesses stay resilient 

4. Personalised Dashboards:

• Tailors reports and insights to individual users, helping leaders focus on key metrics 

The Future of Financial Leadership

Sage Intacct’s AI-powered capabilities are not just about improving financial processes – they’re about empowering CFOs to lead with confidence in a complex, data-driven world. With tools to enhance efficiency, uncover opportunities, and manage risks, finance leaders can navigate today’s challenges while preparing for tomorrow. 

Partner with Envisage 

At Envisage, we recognise that achieving financial excellence is about more than software – it’s about having a trusted partner who understands your needs and can guide you toward success.  

If you’re ready to transform your financial operations and lead your business into the future, we’re here to help. Get in touch with us today. 

Take the Next Step Toward Financial Excellence 

As the role of financial leaders continues to expand, having the right tools and insights becomes essential for driving growth and efficiency. Sage Intacct’s advanced reporting, cloud capabilities, and integrated ERP functions are just a few of the ways it empowers CFOs to achieve success. Discover even more insights and strategies to elevate your financial leadership by downloading Sage’s comprehensive guide, The CFO’s Guide to Driving Growth. 

Download the Guide Here and take your first step toward transforming your organisation with Sage Intacct.

About the Author

Picture of Steve Boyes

Steve Boyes

Steve Boyes, the COO at Envisage, brings over 20 years of experience in accounting and IT to the table. With a robust background in specifying, designing, implementing, and supporting strategic solutions for SMEs, public sector, and not-for-profit organisations, Steve excels in addressing clients' real business problems and requirements rather than just focusing on technology. His approach has led to the successful execution of projects with some of Ireland's best-known companies.

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Driving Business Success with Sage Intacct Reporting and KPIs

by BusinessSage Intacct
  • Business, Sage Intacct

In today’s business world, effective reporting and Key Performance Indicator (KPI) tracking are essential for growth and decision-making. Yet, many businesses still rely on manual processes, which can lead to frustration, inefficiencies, and costly errors. Juggling spreadsheets, cross-referencing data from multiple sources, and dealing with inaccuracies can significantly hinder productivity and prevent businesses from making informed decisions. 

So, let’s discuss why businesses should adopt a modern solution to overcome these challenges and unlock their full potential. 

Why Outdated Reporting Processes Hold You Back 

For many organisations, outdated reporting methods are a daily challenge. They not only limit growth potential but also make it harder to adapt to new opportunities and navigate market challenges. Here are some of the main drawbacks of manual and outdated processes: 

• Time-Consuming and Error-Prone 

Manually entering and managing data across multiple spreadsheets is both resource-intensive and prone to errors. A single mistake can lead to incorrect reporting, impacting critical business decisions and causing delays that may result in missed opportunities. 

• Lack of Real-Time Insights 

Access to up-to-date data is vital for making informed, strategic decisions. Manual processes often result in outdated reports, preventing businesses from reacting promptly to changing circumstances or capitalising on new opportunities. 

• Limited Scalability    

As businesses grow, reporting needs become more complex. Manual processes struggle to keep up with increased data volumes, making it difficult to scale effectively and respond to evolving business requirements. 

How Sage Intacct Transforms Reporting and KPIs 

Sage Intacct’s reporting and dashboard capabilities transform how businesses manage and track their performance. This cloud-based accounting software simplifies operations, provides real-time insights, and supports smarter decision-making. 

Here are just a few ways Sage Intacct can enhance your reporting and KPI tracking: 

• Customisable Reporting Tailored to Your Needs 

Sage Intacct makes reporting seamless with a wide range of customisable options. Whether managing multiple locations, working across currencies, or dealing with complex data, you can create tailored reports that meet your unique needs—all powered by real-time data. 

• Access to Real-Time Data 

With Sage Intacct, you’ll have constant access to real-time data. This ensures you’re always informed about your business performance and can confidently make strategic decisions based on the latest information. 

• Interactive Dashboards 

Sage Intacct’s intuitive dashboards provide clear visual representations of your KPIs and financial data. Fully customisable, these dashboards allow you to focus on the metrics that matter most, helping you stay on top of your goals. 

• Deeper Data Insights 

The platform enables you to drill down into your data, identify trends, spot anomalies, and access a full audit trail. These capabilities make decision-making more straightforward and effective. 

• Simplified Collaboration 

Say goodbye to the hassle of managing version-controlled spreadsheets. With Sage Intacct, all stakeholders have access to consistent, up-to-date reports and dashboards. This centralised platform ensures everyone is on the same page, saving time and improving collaboration. 

Partnering with Envisage for Reporting Excellence 

At Envisage, we specialise in helping businesses unlock their potential with modern accounting solutions like Sage Intacct. As trusted Sage partners, we provide expertise and support to simplify your reporting processes, empower your decision-making, and set your business up for sustainable growth. 

Whether you’re managing multiple entities, handling diverse currencies, or simply looking for a more efficient way to track KPIs, Sage Intacct’s dashboard and reporting tools offer the clarity and control you need. 

Spreadsheets might feel familiar, but they’re not equipped to meet the demands of a growing business. With Sage Intacct, you can replace outdated processes with powerful, automated solutions designed to scale with you. 

Ready to transform your reporting and KPI capabilities? Contact us to learn more about how Sage Intacct’s reporting and dashboard features can help your business thrive.  

About the Author

Picture of Ivan Darmody

Ivan Darmody

Ivan is a customer-centric self-starter with a passion for technology. With extensive sales experience in various industries, he has focused on problem-solving customers’ requirements and providing the best solutions to streamline their processes while maximising potential utilising both direct and indirect sales channels.

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Why Manual Planning and Budgeting Could Be Holding Your Business Back

by Sage Intacct
  • Sage Intacct

Planning and budgeting are essential for business success but doing them the old-fashioned way – manually can feel like swimming against the tide. If your current process involves battling with endless spreadsheets, chasing down data, and fixing recurring errors, you’re not alone. Many businesses struggle with the inefficiencies of manual budgeting, which can ultimately stall growth and drain valuable resources. 

So, what’s the alternative? A smarter, integrated solution like Sage Intacct Budgeting and Planning could transform your financial management processes, helping you save time, reduce errors, and make decisions with confidence. 

What Manual Budgeting Really Looks Like 

If you’re relying on spreadsheets, the process might look something like this: 

1.  Data Collection: Gathering figures from bank statements, sales reports, and expense logs and manually compiling them into one central file. It’s time-consuming and prone to delays. 

2.  Spreadsheet Creation: Juggling multiple spreadsheets for different departments or cost centres, each with unique formats and formulas. Managing these can quickly spiral into a logistical nightmare. 

3.  Template Building: Designing custom templates for income, expenses, and forecasts takes hours, only to be reworked when requirements change. 

4.  Data Entry: Manually inputting data across multiple files leaves room for inconsistencies and errors. 

5.  Formula Management: Linking formulas across sheets can result in one small mistake throwing off your entire budget. 

6.  Collaboration Woes: Sharing spreadsheets via email often creates version control chaos, with outdated or conflicting information slowing everything down. 

7.  Reporting Hassles: Manually updating charts and graphs for reports eats up hours and rarely offers real-time insights. 

Does this sound familiar? If so, it’s worth considering the cost of sticking to manual methods versus the potential benefits of upgrading. 

Why Manual Processes Don’t Cut It

Here’s why relying on spreadsheets for budgeting can leave your business in the dust: 

• Complexity Overload: The bigger your business, the more overwhelming your spreadsheet system becomes, increasing the risk of errors and inefficiencies. 

• Human Error: A simple typo or broken formula can derail your entire budget, leading to flawed forecasts. 

• Wasted Time: Re-entering data, fixing errors, and updating templates is a drain on resources that could be better spent on strategic planning. 

• Outdated Data: Without real-time updates, decisions are delayed, putting you at a competitive disadvantage. 

The Sage Intacct Advantage 

With the Sage Intacct Budgeting and Planning software, manual headaches become a thing of the past. This cloud-based financial management system is designed to streamline budgeting and planning, empowering businesses to work smarter, not harder. 

Here’s how Sage Intacct can make a difference: 

• Real-Time Insights: Get instant updates and a clear view of your financial health, so you can make decisions with confidence. 

• Error Reduction: Automation minimises manual data entry, significantly cutting down on mistakes. 

• Improved Efficiency: Spend less time on repetitive tasks and more time driving your business forward. 

• Seamless Integration: Consolidate data from multiple sources into a single platform, making reporting and decision-making a breeze. 

• Scalability: Whether you’re managing one location or multiple entities, Sage Intacct grows with your business. 

Partner with Envisage  

At Envisage, we specialise in helping businesses like yours implement Sage Intacct to simplify budgeting and planning. Based in Ireland and the UK, our experienced team is here to guide you every step of the way, ensuring you get the most out of your investment. 

Ready to transform the way you work? Let’s chat. Contact us to learn how Sage Intacct can help your business thrive. 

Catch up on our Sage Intacct Budgeting & Planning webinar

On 13 November, we hosted a webinar on Sage Intacct Budgeting & Planning. The session covered eliminating spreadsheet errors with a cloud-based solution, collaborating across teams for flexible budgeting, and exploring what-if scenarios to guide better decisions.

Watch the recording here: https://bit.ly/3ValE6W

About the Author

Picture of Chris Hawley

Chris Hawley

Chris is the Managing Director at The Noledge Group and brings over 34 years of experience delivering ERP solutions across industries like retail, distribution, manufacturing, and construction. During his 24 years at Sage, he worked with nearly every product and notably transformed Sage 200 as its Product Manager, turning it into a leading solution for SMEs in the UK and Ireland. Chris takes pride in the continued success of Sage 200, supported by Sage Business Partners like Envisage.