Tax Return Review for Controllers with Sage Intacct
The Problem
Senior reviewers spend hours tick-and-tying Mid-Market Controller returns against source documents and prior year — and small-dollar variances still slip through into partner review.
What We Build in Sage Intacct
AI reconciles each line of the return against source docs in NetSuite and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half. 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.