Sage Intacct: Bank Reconciliation

💡 Ready to streamline your bank reconciliation process and close the books confidently? Join us to explore how Sage Intacct’s built-in reconciliation, automation, bank feeds, import tools, and match rules help teams reconcile faster, reduce errors, and gain real-time cash visibility—closing the books with confidence while strengthening financial controls and audit readiness. What You’ll Learn: 🎯 Understand the value of integrated bank reconciliation 🎯 Recognize risks of reconciling outside your ERP system 🎯 Learn how Sage Intacct automates reconciliation 🎯 Use imports and match rules to reduce manual work 🎯 Leverage tools and reports to close faster and improve visibility 👨‍🏫 Presenters: Brian Terrell, CPA Managing Partner at Ledgerable, a BTerrell company Brian started BTerrell Group in 1991 and oversees the management & strategy of this Dallas-based provider of Sage Intacct Construction, the only financial management software preferred by AICPA. BTerrell is dedicated to empowering businesses by maximizing the capabilities of Sage Intacct with a team of certified accounting & technology professionals. Ruby Cheng Lead Consultant at Ledgerable, a BTerrell company Ruby joined BTerrell Group in 2018 and has led Sage Intacct implementation projects across a wide range of industries. As Lead Consultant, she oversees project delivery and ensures each client receives a solution tailored to their business needs & aligns with clients' financial & operational goals. Ruby also provides ongoing training & process optimization support to help clients maximize their return on investment with Sage Intacct. #SageIntacct #ERP #BankReconciliation #FinanceAutomation #AccountingSoftware #FinancialManagement #ConstructionFinance