Sage Intacct Implementation that Aligns Finance With Strategy
When your financials are disconnected from your strategy, every decision costs more time than it should. CDH’s Sage Intacct implementation service fixes that.
We configure, deploy, and optimize Sage Intacct so your finance team has the real-time visibility and control it needs to move the business forward.
Trusted By CFOs Who Demand Accuracy And Speed
Below is a snapshot of what CDH brings to every Sage Intacct engagement.
| Credential | Detail |
| Certified Sage Intacct Partner | Recognised implementation and advisory partner |
| 30+ Years in Accounting and Advisory | Founded in 1996 as an independent, partner-owned CPA firm |
| Moore Global Network Member | Access to resources across 100+ countries |
| Top 300 CPA Firm | Recognised by Inside Public Accounting |
| Industries Served | Hospitality, nonprofits, manufacturing, Japanese-owned US subsidiaries |
| Bilingual Support | US and Japan office (Nagoya) for cross-border clients |
CDH is one of the few Sage Intacct implementation consultants that also functions as a full-service CPA and advisory firm. That means we understand your financials before we touch your software.
Our Proven Sage Intacct Implementation Process From Plan To Go-Live
Here is how a CDH Sage Intacct implementation works, from your first call to full deployment.
Discovery and Requirements Gathering
We start by understanding your business. That means reviewing your current accounting processes, identifying pain points, and documenting exactly what the new system needs to do.
We map your chart of accounts, entities, departments, and reporting requirements before any configuration begins.
System Design and Configuration
Once we have a clear picture, our Sage Intacct consultants build the solution. We configure your chart of accounts, dimensions, approval workflows, user roles, and module settings.
Everything is aligned to your industry and your specific reporting structure.
Data Migration
We extract your data from legacy systems, clean it, map it, and import it into Sage Intacct. This includes GL balances, vendor and customer records, and historical transactions.
We validate everything before moving forward.
Integration Setup
Most businesses run multiple systems. We connect Sage Intacct to your existing CRM, payroll, expense, and AP platforms.
As experienced Sage Intacct integration partners, we handle the technical setup and test every data flow before going live.
Training and User Acceptance Testing
We train your team by role. Controllers get reporting sessions. AP clerks get workflow walkthroughs.
Executives get dashboard orientation. Before go-live, your team runs the system in a test environment to catch anything that needs adjusting.
Go-Live and Post-Implementation Support
We manage your go-live and stay close for the weeks that follow. If something needs refining, we fix it.
We also help you take advantage of Sage Intacct’s quarterly releases so your system continues to improve over time.
Why Sage Intacct Implementation Transforms Financial Management
Sage Intacct is the only cloud accounting software endorsed by the AICPA, and has held that designation since 2009. More than 30,000 finance teams use it today.
Here is what changes after a well-executed Sage Intacct implementation.
Common Challenges Companies Face Before ERP Implementation
If any of these sound familiar, it may be time to move forward.
- Manual Close Processes: Your team is spending weeks on reconciliations that should take days.
- Spreadsheet Dependency: Critical financial data lives in Excel files that are hard to audit and easy to break.
- Limited Visibility: Leadership is making decisions without current financial data.
- Multi-Entity Headaches: Consolidating financials across locations or entities is slow and error-prone.
- Outgrown QuickBooks or Sage 50: Your current system cannot keep up with your volume, complexity, or reporting needs.
- Disconnected Systems: Your accounting software does not talk to your CRM, payroll, or expense tools.
- Compliance Pressure: Audit preparation, grant tracking, or regulatory reporting is taking more time than it should.
- No CFO-Level Insight: You have the data but not the structure to turn it into strategic guidance.
These are exactly the situations our Sage Intacct implementation partner team is set up to address. The benefits of upgrading from Sage 50 to Sage Intacct are worth understanding before you fall further behind.
Key Features Of Our Sage Intacct Implementation Services
As your Sage Intacct implementation consultant, CDH delivers a full-service engagement.
Here is what is included.
| Service Area | What We Deliver |
|---|---|
| Business Process Review | Full analysis of your current workflows before we configure anything |
| Chart of Accounts Design | Clean, scalable structure built for your industry and reporting needs |
| Dimensional Accounting Setup | Configure standard and custom dimensions aligned to your business structure |
| Module Configuration | AP, AR, Cash Management, Fixed Assets, Projects, Revenue Recognition, and more |
| Multi-Entity Setup | Configure entities, inter-company eliminations, and consolidation hierarchies |
| Data Migration | Extract, clean, validate, and import from your existing systems |
| Integration Configuration | Connect Sage Intacct to Salesforce, ADP, Gusto, Rippling, BILL, Expensify, and others |
| Custom Dashboards and Reports | Role-specific dashboards built for executives, controllers, and operations teams |
| Role-Based Training | Tailored sessions for every user type in your organization |
| Go-Live Management | Hands-on support through cutover and the first weeks of live operation |
| Post-Go-Live Optimisation | Ongoing support, quarterly release adoption, and system health reviews |
CDH also offers outsourced accounting and bookkeeping services on the Sage Intacct platform. So if you need ongoing controller or CFO-level support after implementation, we can provide that too.
Speak With an AdvisorReal Success Story From a Sage Intacct Implementation Project
Here is a real example of what a CDH-led Sage Intacct implementation looks like in practice.
The Organization
A mid-size nonprofit with an annual budget of approximately $25 million, managing multiple grant-funded programs.
The finance team of six handled reporting to the board, funders, auditors, and regulatory bodies.
The Problem
Their accounting system was over ten years old. Spreadsheets were doing most of the heavy lifting. The month-end close was taking 12 to 14 days.
Every audit came with adjustments every year. The finance team was buried in reconciliations and had little time for anything else.
The CFO identified it as a growing compliance and transparency risk. And it was only getting worse.
What CDH Did
The organization chose Sage Intacct and brought CDH in to lead the implementation. The project took 4 to 6 months and covered:
What Changed After Go-Live
Improvement
Month-end close
Manual journal entries
Spreadsheet reliance
Audit adjustments
Reporting turnaround
Impact
Down from 13 days to 6 days
Cut by around 40%
Cut by around 60%
Down to near zero
Real-time instead of waiting weeks
On the financial side, the organization saved an estimated $45,000 to $65,000 per year in reduced overtime and manual effort, plus approximately $20,000 per year in lower audit remediation costs.
Total implementation costs were recovered within 18 to 24 months.
Book Your Sage Intacct Implementation Consultation Today
If your current accounting system is holding you back, a conversation with our team is a straightforward next step.
CDH offers a complimentary consultation where we review your current setup, discuss your goals, and outline what a Sage Intacct implementation would look like for your organization.
There is no commitment and no sales pressure.
What to expect from your consultation:
We provide clear pricing in advance, so you know what to expect before any work begins.
Book a Free ConsultationFrequently Asked Questions (FAQs)
Below are answers to the questions we hear most often about Sage Intacct implementation.
Sage Intacct is a cloud-based financial management platform built for mid-sized organizations. It goes well beyond what QuickBooks or Sage 50 can handle, with stronger multi-entity management, automation, and real-time reporting.
You can see a full Sage Intacct vs. QuickBooks comparison on our blog.
Most implementations take between 3 and 6 months. Simpler setups can be done in as little as 8 weeks, while more complex projects with multiple entities or integrations may run longer.
Your timeline depends largely on your data, your systems, and your team’s availability.
You get everything from initial discovery and system configuration to data migration, integration setup, training, and go-live support. We also stay involved after launch to help you optimize the system over time.
Sage Intacct pricing is based on the number of users, entities, and modules, so costs vary depending on your setup. Implementation fees are separate from the annual subscription and scale with project complexity. CDH gives you clear pricing upfront before any work begins.
We configure Sage Intacct around how your organization actually operates, leveraging dimensions, custom dashboards, and industry-specific modules.
Whether you manage a nonprofit organization using Sage Intacct, a hotel portfolio on Sage Intacct, or a manufacturing subsidiary, the system is built to match your reporting structure.
Yes. Sage Intacct connects with over 350 tools through its Marketplace and open API, covering CRM, payroll, expense management, AP automation, and more. If you already use a specific tool, there is a good chance Sage Intacct works with it.
Look for a certified partner with real industry experience and a clear, structured implementation process. Post-go-live support matters too since Sage Intacct releases updates quarterly. A good partner stays involved well beyond launch day.
Your financials should support how you run your business, and the right implementation makes that possible. CDH’s team is ready to walk you through what Sage Intacct looks like for your organization, specifically.