Category: Blogs

Most private equity management companies don’t outgrow their accounting system all at once. The process is gradual. A new fund closes. Headcount grows. Another entity gets added to the structure. The finance team adapts, builds workarounds, creates spreadsheets to fill the gaps. The system keeps working, technically, and no single failure forces the issue. Gradual… Continue reading The 5 Signs Your PE Back Office Has Outgrown Its Current System

What the Billing Structure Actually Looks Like The management company’s expense billing process involves more parties and more moving parts than it first appears. The table below shows how that complexity typically evolves as fund count grows. Fund Stage Fund Count Billing Counterparties Typical Approach Where It Breaks Down Foundation 1-2 funds 5-10 entities Excel… Continue reading Multi-Entity Expense Billing at PE Scale: Why Generic ERPs Break Down as Your Fund Count Grows

Sage continues to deliver quarterly enhancements that make Sage Intacct more powerful for finance teams. While every release includes dozens of updates, we like to focus on the features that have the biggest impact on day-to-day accounting operations. In our latest webinar, we reviewed the Sage Intacct 2026 R2 release and spent time discussing banking… Continue reading Sage Intacct 2026 R2: New Features, Finance Intelligent Agent & Banking Automation Explained

Artificial Intelligence continues to dominate conversations across the business world, and finance teams are no exception. During our recent webinar, AI & Sage Intacct: What’s Available Today and What’s Coming Next, we discussed how finance organizations can think about AI adoption, Sage’s approach to responsible AI, and some of the capabilities beginning to emerge within… Continue reading AI & Sage Intacct: Key Takeaways for Finance Leaders

Is a lower-cost accounting platform the answer to staying on budget? Sage Intacct is more expensive than QuickBooks, Sage 50, Sage 100, or other legacy systems like Dynamics GP. Anyone who has priced them side by side knows that. The subscription is higher, implementation costs are higher, and the total cost of ownership can look… Continue reading When Cheap Accounting Software Stops Being Cheaper

Are you monetizing generative AI? Generative AI has become part of everyday work faster than almost any technology in recent memory. Most professionals now use tools like ChatGPT, Microsoft Copilot, or similar assistants as a matter of habit. They ask questions, summarize material, draft content, and clean up work that used to take longer. The… Continue reading Everyone Is Using Generative AI. Almost No One Is Monetizing It.

Finance leaders have seen AI pilots deliver small but encouraging wins. A few automated steps. A faster review. A cleaner draft. These improvements matter, yet many CFOs still report that enterprise-level impact feels elusive. Recent industry research reflects the same pattern. Many organizations say that AI is helping individual tasks, but most have not been… Continue reading From Pilots to Production: Why Finance Teams Only See AI Value When Workflows Change

Curious about 1099 filing best practices? It is 1099 season, and you or your team may be sorting through vendor data, requesting missing forms, and trying to finalize payments for year‑end reporting. When the process feels reactive, the pressure builds quickly. A smoother filing experience starts with understanding the IRS requirements and working from clean… Continue reading Get Through 1099 Season and Improve the Next One

The ERP implementation journey to go-live What does ERP implementation journey mean? Think about this. If you’re getting back into work after the holidays, you’re probably feeling some combination of refreshed and slightly disoriented. You might still be thinking about time with family or friends, a few quieter mornings, maybe a trip, and now you’re… Continue reading The ERP Implementation Journey to Go-Live

Insourcing vs. Outsourcing ERP: Is There a Better Way? We often get asked for our opinion on insourcing vs. outsourcing. Do we see firms get better results with keeping everything in-house to protect data and processes or outsourcing to bring costs down? Increasingly we are seeing the answer may be a little of both. Insourcing… Continue reading Insourcing vs. Outsourcing ERP: Is There a Better Way?