Sage Intacct Integration
Cloud-Based Financial Management
Cloud-based accounting and financial management platform designed specifically for senior living organizations with advanced reporting capabilities.
Key Capabilities
Multi-Entity Reporting
Consolidated reporting across multiple properties and legal entities
Revenue Recognition
Automated revenue recognition for care services and fee structures
Cash Flow Management
Advanced cash flow forecasting and liquidity management
Financial Consolidation
Real-time consolidation for portfolio management
Integration Benefits with SeniorCRE
Automated GL Posting
Seamless posting of resident charges, payments, and adjustments to general ledger
Dimensional Reporting
Track performance by property, care level, payer source, and custom dimensions
Real-Time Analytics
Live financial dashboards with senior living KPIs and metrics
Integration Setup Steps
API Access Configuration
Enable Web Services API in your Sage Intacct environment
User Permissions Setup
Configure integration user with appropriate module access and permissions
Chart of Accounts Mapping
Map SeniorCRE transaction types to Intacct account codes and dimensions
Integration Testing
Validate data flows and financial reporting accuracy
Frequently Asked Questions
How does dimensional reporting work for senior living?
Track revenue and expenses by property, care level, resident type, and custom dimensions for detailed analysis.
Can we maintain separate books for each property?
Yes, Intacct supports multi-entity structures with consolidation capabilities for portfolio management.
What about trust accounting for entrance fees?
The integration handles complex trust accounting requirements for CCRC entrance fees and refundable deposits.
Ready to Connect Sage Intacct?
Streamline your financial operations with cloud-based accounting integration.