FOR NFP AND EDUCATION FINANCE LEADERS READY TO TAKE CONTROL OF MONTH-END

Take the Pressure Out
of Month-End Close

See how Sage Intacct Close Automation helps finance teams reduce manual follow-ups, identify issues earlier, and gain greater visibility and control over the entire close process.

Wednesday, 19 August | 11AM - 11:30AM (AEST) | Live Product Demo + Q&A

Unclear ownership and communication, making it difficult to know who’s responsible for what and where attention is needed.
Inconsistent processes across teams, entities and locations due to different ways of working.
Limited visibility, making it difficult to see what’s complete, what’s overdue and where the close process is being held.

The close itself usually isn’t the problem. The pressure often comes from coordinating people, approvals and deadlines that don’t come together at the right time.

For many finance teams, the same three bottlenecks keep getting in the way:

What’s really slowing down your month-end close?

WHY ATTEND

The result? More time spent chasing updates, checking spreadsheets and coordinating the close, and less time spent on analysing results and using numbers to make better decisions.

See Sage’s Close Automation in Action

WHAT THIS WEBINAR COVERS

In this 30-minute live demo, see how Sage Intacct brings together AI-powered insights, reconciliations, task management and real-time visibility to help finance teams run a faster, more controlled month-end close.

1. Variance Analysis

Spot budget-to-actual and prior-period variances earlier, with AI-powered insights to help you understand and resolve issues faster.

You’ll see how to:

Identify unusual variances earlier
Drill into the numbers behind them
Reduce back-and-forth with budget owners

2. Subledger Reconciliation Assistant

Automates comparing subledger balances to the general ledger, and flags discrepancies in real time.

Saves time on reconciliations
Flags mismatches early
Generates audit-ready reports

3. Close Assistant

Get an at-a-glance view of close status across key finance applications, from unposted transactions to bank reconciliations and ledger close status.

You’ll see how to:

Quickly see what still needs attention
Identify potential bottlenecks
Keep the close moving forward

4. Checklists and Notifications

Bring structure to month-end with repeatable checklists, clear task ownership, deadlines, dependencies and proactive notifications.

You’ll see how to:

Standardise your close process
Reduce manual follow-ups
Keep owners accountable and tasks on track

5. Close Workspace: Visibility and Collaboration

See your entire close in one centralised workspace, with real-time progress across tasks, teams and entities.

You’ll see how to:

View where the close stands
Identify delays and bottlenecks earlier
Collaborate and follow up without relying on spreadsheets and email

For finance leaders who want greater control over their month-end

WHO IS THIS FOR

This session is designed for CFOs, Finance Managers and Business Managers in not-for-profit and education organisations who are:

✓ Spending too much time on manual reconciliations, variance reviews and follow-ups

✓ Managing month-end across multiple entities, programs or campuses

✓ Relying on spreadsheets and emails to track close tasks, owners and deadlines

✓ Struggling to see what’s complete, what’s outstanding and where the close is being held up

✓ Looking for a more consistent, visible and controlled way to manage month-end

Meet Your Webinar Host

Elyza Youssef - Sage Intacct Specialist, Giuntabell

Elyza works closely with not-for-profit and education finance teams to help them get more from Sage Intacct. In this session, she’ll take you through Sage’s Close Automation with a practical live demonstration focused on the month-end challenges finance teams deal with every month.