In a recent live session hosted by Sage featuring DataBlend, finance and accounting professionals from across the Sage Intacct community joined together to explore one of today’s most impactful topics: automating data flows for better business outcomes.
The webinar highlighted how finance teams can streamline processes, eliminate manual tasks, and create powerful automated workflows across order-to-cash, procure-to-pay, and financial reporting; all within the Sage Intacct ecosystem.
Key Takeaways from the Session
The Integration Challenges Holding Teams Back
The panel kicked off with a look at the most common pain points for Sage Intacct users, including manual data entry, disconnected systems, and a lack of visibility across platforms. For many, these challenges contribute to longer close cycles, inconsistent reporting, and inefficiencies that stifle growth.
Real-World Success Stories
Attendees got an inside look at how leading organizations are using DataBlend’s integration platform to automate critical workflows and improve data accuracy. By connecting Sage Intacct with CRM, payroll, budgeting, and other core systems, these businesses have been able to reduce errors, reclaim hours of manual work, and accelerate decision-making.
How to Get Started with Automated Workflows
The session closed with practical guidance on designing your own integration strategy. From identifying quick wins to selecting high-impact data flows, the panel offered actionable advice for building automations that drive real value.
Real Stories from DataBlend and Sage Intacct Customers
We were honored to have Heather Casey, VP and Controller at VelocityEHS, Halle Mulford, VP Finance at Red Card Athletics, and Greg Northrop, VP Tax and Valuations and Managing Partner at iTValuations, join us on the panel.
The Power of Integration for Organizations:
- Reduced Manual Effort: Replaces manual exports, manual transformation/mapping, and manual loads. No longer will your customers need to go into an application, run a report, saving to a csv, perform Excel gymnastics to get things in the proper column in the proper format and then upload into a target.
- Improved Data Quality: Eliminates potential errors and rework from rekeying data from one/many application(s) to others and Excel-based transformations. You also gain Data Quality Reports to flag potential issues either before workflow completes or to clean-up afterwards.
- Increased Frequency: Reduces data latency by making it easier to integrate between applications, improve decision making with up-to-date data, and dictates when data refreshes are completed.
- Enhanced Operations: Accelerates integration of new locations/acquisitions, reduces stress of the finance team by eliminating manual integrations, and focuses attention on value-added activities.
Hear integration benefits from our panel!
Heather Casey, VP and Controller at VelocityEHS
Halle Mulford, VP Finance at Red Card Athletics
Greg Northrop, VP Tax and Valuations and Managing Partner at iTValuations
Why It Matters
In today’s finance function, automation isn’t optional; it’s a competitive advantage. Whether you’re struggling to keep up with reporting demands or simply tired of stitching together spreadsheets, the right data integrations can help you work smarter, not harder.
