Client Onboarding for Controllers with Sage Intacct
The Problem
Onboarding a new Mid-Market Controller client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.
What We Build in Sage Intacct
AI drafts the engagement letter, generates a tailored document-request list for the client's Mid-Market Controller profile, chases missing items across email and NetSuite, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running Sage Intacct — uses the native API or agent integration so nothing leaves the system of record.
Sage Intacct Integration Approach
Audit your Sage Intacct configuration
We map the specific Sage Intacct objects, custom fields, and workflows the automation needs to touch for your mid-market controller practice.
Build on the Sage Intacct API or agent
Integration happens inside Sage Intacct — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Sage Intacct with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Sage Intacct instance
30-minute call. We'll look at your actual Sage Intacct setup and show exactly how this workflow fits.