Sage Future:
DataBlend & Popdock Demos
Sage Intacct & Salesforce Opportunities
This use case walks through creating Sales Orders in Sage Intacct from Salesforce Opportunities, with checks along the way such as making sure a Contact is assigned and Quote amounts match Opportunity amounts.
Reconcile Booked Opportunities to Invoices Using Sage Copilot
Compares Salesforce to Intacct sales orders for a period and confirms all deals have booked or identify issues/missing data and action solution.
Commissions Expense Calculation Using Excel
Uses a pre-built commission expense template in Excel that populates based on Salesforce Opportunity data. It then checks for variances with Commission expense in Sage Intacct and creates a JE for the variance.
Expense Policy File Creation Using Claude
A word document and excel file with different company policy information are uploaded to a DataBlend SFTP site to create a new Policy file as a PDF.
Anomaly Detection Using Claude
Uses a pre-built Popdock prompt to input parameters around Sage Intacct data, and checks for any anomalies in the data set. The results can be emailed to a recipient.
Missing Accruals Using Claude
Uses a skill built in Claude to search for missing Accrual entries based on a previous 3 month time period. The results can then be sent to an email recipient.
Account Reconciliation Using Claude
A skill is used and a file is uploaded to Claude to reconcile the file’s data with GL Details from Sage Intacct. The results are then sent as a file to SharePoint via DataBlend.
3 Financial Statement Generator: Financial Package Creation with Claude Excel Add In
Leverages a skill built in Claude and the Claude Excel Add In to review financials in Sage Intacct and generate a three financial statement package (Income Statement, Balance Sheet, Cash Flow Statement, and an Executive Summary).
Note: There is no audio on this demo.
Generate AR Follow Lists Using Claude
Using Claude, identify customers who are past due for a certain period of time and generate follow up emails for overdue payment.
Note: There is no audio on this demo.
CRM Analysis: CRM Pipeline vs Budget Analysis using Sage Copilot
Using Sage Copilot, have a conversational interaction with your CRM to evaluate pipeline vs forecast and find opportunity to close the gap to your budget/ forecast in Sage Intacct.
Deal Hygiene Scorecard Using Claude
Review open sales pipeline for a specified sales rep and generate a deal hygiene scorecard based on a set of criteria.