Product Brief

Product Brief
Intacct MAX for QuickArrow
™
Streamline your quote-to-cash process across sales, services and
finance with Intacct MAX for QuickArrow. Intacct MAX for QuickArrow
seamlessly connects Intacct and QuickArrow to provide a single, integrated
quote-to-cash process that increases productivity, streamlines the project
accounting and billing processes and provides 360 degree real-time
visibility and insight into your company’s finances.
Let your services team leverage
QuickArrow, the leading on-demand
Professional Services Automation
(PSA) system to manage projects,
resources and performance, while
your finance team leverages Intacct,
the leader in on-demand financial
management applications. Increase
productivity, provide real-time
visibility into your finances, automate
time-consuming manual processes,
streamline revenue management and
increase employee satisfaction with
Intacct MAX for QuickArrow.
One On-Demand Quote-toCash Process
Intacct MAX for QuickArrow provides
seamless integration between
QuickArrow and Intacct. Your
professional services team never needs
to leave the familiar interface they
already know — they can continue to
submit expense reports and project
billing information just like they did
before, and the information will
seamlessly flow into Intacct. When
expense reports and invoices have
been processed, information is posted
back to QuickArrow, providing your
services team with more visibility into
back office details, which has typically
been unavailable.
When employee expense or project
billing information is submitted, all the
relevant details like employee contact
information or client address and
billing information, are pulled directly
from QuickArrow into Intacct — never
manually re-enter information again.
Automating the quote-to-cash process
also means fewer errors due to manual
workarounds and streamlined posting to
the General Ledger.
Intacct MAX for QuickArrow allows you to seamlessly access and transfer relevant information from
QuickArrow to Intacct for project invoicing.
If you are also using Salesforce for
Customer Relationship Management
(CRM), the three systems work together,
creating a synergistic best of breed
ecosystem of industry leaders to
provide a complete lead-to-quote-to
-cash process. Once a sale closes, the
opportunity is automatically converted
into a project in QuickArrow and also
sent to Intacct for financial processing.
Increase Productivity
Intacct MAX for QuickArrow improves
the productivity of your finance team
by eliminating time-consuming manual
data entry. For example, only enter
billable and non-billable expenses once
— QuickArrow will post the expense to
the correct project where appropriate,
while Intacct manages the tracking
and reimbursement of expenses on the
backend. Once expenses are entered,
Intacct automatically invoices the client
and facilitates collection of payment.
Intacct automatically consolidates your
finances, so you no longer need to manage
time-consuming consolidations using
complicated manual spreadsheets. Easily
track and manage deferred revenue
and revenue recognition straight from
Intacct, saving you time and effort and
ensuring that you have a pulse on your
company’s cash flow and collections.
Gain 360 Degree Real-Time Visibility
Get 360 degree real-time visibility and
actionable insight into your projects and
finances. Prebuilt reports help you get
a better handle on the profitability of
your projects, as well as your business
as a whole.
Real-time financial visibility also allows
you to proactively manage your cash
flow, collections and finances so you can
make course corrections as necessary.
See which projects are generating the
Expense reports approved in QuickArrow are automatically pulled into Intacct for finance approval
and reimbursement.
biggest percentage of your revenue and
what the gross margin is per project
so you can make better business
decisions. Create custom dashboards
that give each member of your team a
consolidated view of information to
help him do his job more effectively
and efficiently.
If there are questions about a particular
line item, you can easily drill down into
QuickArrow from Intacct to see all the
relevant details and data. You are only
one click away from valuable supporting
information and documentation.
Timely Revenue Management
Intacct MAX for QuickArrow helps
you streamline and automate the
project tracking, accounting and billing
processes. By connecting QuickArrow
to Intacct, you can more effectively
manage the receivables and invoicing
processes. Elimination of manual data
re-entry reduces errors and revenue
leakage and accelerates collection
timeframes. 360 degree visibility
enables organizations to track project
profitability, keep a close eye on cash
flow and easily track revenue.
Intacct assists in automating
revenue recognition, applying your
revenue recognition schedules and
accompanying accounting guidelines to
the different revenue streams from each
customer. Let Intacct ensure you stay
compliant with AICPA’s Statements of
Position (SOP) 81-1, 97-2 and 98-9, SEC
Staff Accounting Bulletins (SAB) 101 and
104, VSOE and FASB’s Emerging Issues
Task Force (EITF) 00-21.
Increase Employee Satisfaction
Intacct MAX for QuickArrow
streamlines the employee expense
reimbursement process, reduces
errors and accelerates employee
reimbursement, which increases
employee satisfaction. Keep employees
in the know through real-time visibility
into the status of expense reports and
customer invoicing history. Furthermore,
reduction in billing errors drives
repeatable business by improving
customer satisfaction.
Key Benefits
• Increase
productivity by eliminating
error-prone manual data re-entry
and workarounds
• Deliver a single fully automated and
integrated quote to cash business
process that spans sales, services
and finance
• Gain 360 degree real-time visibility
and actionable insight into your
projects and finances
Intacct. A Better Way to Run
Your Business.
Superior financial applications. Realtime business visibility. An open, ondemand platform. Easy administration
and configuration without programming.
You can have all these things and the
highest rate of customer success and
satisfaction and the lowest total cost
of ownership. Contact us to learn how
Intacct can help you run your business,
on-demand.
• Streamline the project tracking,
accounting and billing processes
• Automate revenue recognition
• Increase both employee and
client satisfaction
PB:0509.013 [email protected]
|
www.intacct.com
|
1.877.437.7765
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The Intacct logo is a trademark of Intacct Corporation in the United States. All other
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