The Sage Intacct team at Forvis Mazars embodies the company’s “Be Bold” value, infusing their work with a strong team ethos that resonates through client engagements. The team has earned the nickname “dream team,” a designation that reflects their ability to build trust with clients and solve for business challenges with technology. When considering a significant investment in accounting software and implementation services, knowing you’re working with trusted, experienced professionals can make a considerable difference.
The AICPA Difference
Sage Intacct provides an enterprise resource planning (ERP) platform “built by accountants, for accountants.” It’s the first AICPA-preferred accounting system.1 The platform was designed with a deep understanding of accounting workflows, challenges, and best practices. This accountant-first approach translates into a core accounting system with a flexible and modular design.
The architecture allows organizations to adapt the system to fit specific needs rather than forcing workflows to conform to the system. Sage Intacct’s adaptability works well across various industries, including healthcare, nonprofit, law and family offices, and several others.
Addressing Real-World Challenges
Sage Intacct addresses specific industry challenges that clients face daily. By connecting ERP capabilities to real-world client needs, Sage Intacct can help clients achieve faster closes, streamline workflows, and advance financial management.
Sage Intacct offers industry-specific functionality, scalability, and automation to address unique financial management challenges. For healthcare, it supports complex compliance requirements, multientity consolidations, and real-time visibility into costs and reimbursements. Nonprofits can benefit from advanced fund accounting, grant tracking, and outcome reporting to help meet donor and regulatory expectations. Law and family offices can streamline trust and client accounting, time and expense management, and support robust reporting for fiduciary transparency. Across sectors, Sage Intacct’s AI-driven tools, such as automated workflows, predictive cash flow insights, and generative AI capabilities, can help organizations reduce manual effort, improve accuracy, and enable insight-led decision making.
Harmonizing Innovation & Implementation
Driving meaningful change requires harmonizing technology with guidance. Sage Intacct and Forvis Mazars can help make that possible.
Sage’s latest AI advancements signal the company’s commitment to innovation and future readiness. In an era where AI is transforming business processes, having accounting software that is ready to evolve with industry advancements and meet an organization’s specific needs is paramount.
The Sage Intacct team at Forvis Mazars can help clients wherever they are on their digital transformation journey. Whether just starting on the path to automation and AI or ready to push into continuous assurance and autonomous financial close, the team has certified experience with Sage Intacct and extensive industry knowledge.
Moving Forward With Sage Intacct & Forvis Mazars
System implementations are not easy, as Karen Bodach, managing director and Sage team leader at Forvis Mazars, states. Change management is crucial, and implementing new accounting software requires dedication, resources, and guidance.
Here is an overarching, pivotal point: while implementations are challenging, they can be transformational to the organization. A best-fit accounting platform, implemented by conscientious and experienced professionals, can help teams reimagine how work gets done. Managing financial data can be smoother, generating critical insights can be faster, and decision making can be rooted in reliable data.
If you’re considering Sage Intacct for your organization, consider a certified Sage partner that is committed to helping you through every stage of your digital transformation journey. With Sage Intacct’s industry-leading capabilities and the implementation and consulting experience the team at Forvis Mazars has, your organization can move forward with confidence.
Related Resources
- Explore Sage Intacct With a Complimentary Session
- Sage Intacct for Healthcare: Driving Financial Clarity
- Streamlining Finance With Sage Intacct for Nonprofits
- Building Trust With Sage Intacct AI
- Sage Intacct Implementation for Fast-Growing Next Move Healthcare
- 1“Sage Intacct Cloud Accounting and Financial Management Software,” sage.com, November 2025.