A practical Sage Intacct buyer's checklist for finance leaders.
Use this checklist to evaluate fit, scope the project, choose a partner, and confirm readiness before you buy Sage Intacct. Written by CPAs who have run these projects from the finance seat.
- Fit& scope
- Partnerselection
- Readinesscheck
- Budgetclarity
How to use this checklist
Work through each section and write down your answers. Where an answer is fuzzy, that is exactly where to focus before you buy. The clearer your requirements, partner criteria, and readiness, the smoother the implementation and the more accurate the budget.
If several sections come back unclear, start with a selection and roadmap engagement before signing anything. A good decision beats a fast one.
Fit and requirements
- We can name the reports leadership needs but cannot get today
- We know how many entities and locations we run
- We report, or need to report, by department, provider, or service line
- We know which processes feel manual or error-prone each month
- We understand why our current system is holding us back
- We have a rough sense of transaction volume and user count
Scope and integrations
- We have listed the systems that must integrate (EMR, payroll, AP, CRM)
- We know which data must reconcile to the general ledger
- We understand what data should and should not migrate
- We have identified the reporting and dashboards we need at go-live
- We know whether multi-entity consolidation is required
- We have considered allocations and how they work today
Partner selection
- The partner is an official Sage Intacct partner, reseller, or VAR
- The partner brings finance experience, not just configuration
- We know who will design our dimensions and reporting
- We understand the partner’s migration approach
- We know what post-go-live support looks like
- The partner has experience in our industry
Readiness and budget
- We have named a project owner with decision authority
- The people who close the books are involved in the decision
- We have budgeted subscription, implementation, and support separately
- We have a realistic timeline based on our complexity
- We understand the $5,000 CTA credit and how to qualify
- We agree on what good looks like at go-live
Get a $5,000 credit when you purchase Sage Intacct through Campbell Technology Advisors.
Get the $5,000 Sage Intacct CreditBuyer's Checklist FAQ
How do we know if we are ready to buy Sage Intacct?
You are ready when you can articulate the reporting you cannot get today, the process pain you feel monthly, the entities and integrations involved, and who will own the project. If those are fuzzy, start with a selection and roadmap engagement before buying. Readiness is mostly about clarity, not size.
What should we ask a Sage Intacct partner before signing?
Ask who designs your dimensions and what their finance background is, how they handle migration and what does not migrate, how reporting gets built, what happens after go-live, and their experience in your industry. The answers separate a configurator from a finance-led partner.
Does the checklist include pricing questions?
Yes. It prompts you to scope users, entities, and modules for the subscription, and to budget for implementation, integrations, and support separately. See the pricing guide for how the cost drivers work, and the discounts page for the $5,000 credit.
Work through the checklist with us
Bring your answers and your open questions. We will help you decide with clear eyes.
CPA-led and product-honest. Official Sage Intacct partner, reseller, and VAR.