Introduction of the Course

Netskill’s Sage Intacct Financial Management Corporate Training is designed to equip finance professionals with the complete skill set needed to effectively manage cloud-based financial processes, automate routine tasks, ensure accurate reporting, and support multi-entity financial operations.
This program covers everything from GL, AP, AR, Cash Management, Order Management, Purchasing, Dimensions, Reporting, Compliance, Budgeting, and Integration with CRMs and ERP platforms.

With practical labs, live demos, financial scenarios, and real-time configurations, learners experience true hands-on understanding. Being a leading corporate Sage Intacct financial management training company, Netskill focuses on real business workflows to ensure your teams can immediately apply what they learn.

Courses: Instructor-Led, In-Person, or Self-Paced

Instructor-Led Online Training

Live virtual sessions with Sage Intacct-certified instructors, loaded with hands-on examples, financial transactions, and dashboard-building exercises.

In-Person Corporate Training

On-site classroom training tailored to your organization’s financial workflows—ideal for finance teams, shared service centers, and accounting departments.

Self-Paced Training on Netskill LMS

24/7 access to:

• Step-by-step training videos
• Case-based financial scenarios
• Quizzes & assessments
• Hands-on practice guides
• Gamified achievements & completion badges
• Sage Intacct certification via Netskill

All learners receive full access to the Netskill LMS, ensuring long-term reference support.

Target Audience for Corporate Sage Intacct Financial Management Training

This course is ideal for:

• Finance Managers & Controllers
• Accountants (AP/AR/GL)
• Financial Analysts
• FP&A Teams
• Internal Auditors
• ERP/Finance System Administrators
• CFO Office Teams
• Implementation & Support Consultants

What Are the Modules Covered

Module 1: Introduction to Sage Intacct

• Cloud architecture and navigation
• Entity, book, and dimension structure
• User roles and permissions

Module 2: General Ledger (GL)

• Journal entries & allocations
• Dimension-based GL structure
• Books: accrual, cash, user-defined
• Intercompany transactions

Module 3: Accounts Payable (AP)

• Vendor management
• Bill processing
• Approval workflows
• Payment runs and scheduling

Module 4: Accounts Receivable (AR)

• Customer records
• Invoicing and credit memos
• Cash application
• Collections management

Module 5: Cash Management

• Bank accounts setup
• Deposits, transfers, reconciliations
• Cash position monitoring

Module 6: Order Management

• Sales order workflows
• Revenue recognition
• Pricing and contract billing
• Deferred revenue management

Module 7: Purchasing

• Procurement workflows
• PO creation and receiving
• Vendor performance tracking

Module 8: Multi-Entity & Global Consolidation

• Multi-currency handling
• Automatic eliminations
• Consolidated reporting
• Tax and regulatory compliance

Module 9: Dimensions & Reporting

• Creating and using dimensions
• Financial dashboards
• Custom reports
• Role-based analytics

Module 10: Budgeting & Planning

• Budget creation
• Forecasting
• Budget vs actual variance analysis

Module 11: Workflow Automation

• Approval workflows
• Alerts & notifications
• Scheduled tasks

Module 12: Integrations & Extensibility

• CRM integrations (Salesforce, HubSpot)
• API-based integrations
• Import/export using templates

Module 13: Final Project & Certification

• Build a complete financial workflow
• Prepare dashboards & reports
• Assignment review by instructors
• Earn Netskill Sage Intacct Financial Management Specialist Certification

Importance of Sage Intacct Financial Management Training

Effective training helps companies:

• Automate manual financial processes
• Improve accuracy in financial data
• Strengthen compliance & audit readiness
• Reduce closing cycle times
• Enhance transparency with real-time dashboards
• Scale multi-entity financial management
• Empower finance teams with modern tools

Corporate Sage Intacct training ensures teams leverage the platform to its maximum potential.

Training Skills and Competencies for Employees

Employees will learn to:

• Manage end-to-end financial operations
• Configure dimension-based accounting
• Automate AP/AR workflows
• Build financial dashboards & custom reports
• Manage multi-entity and consolidation tasks
• Ensure compliance and audit controls
• Use integrations to connect CRM, payroll, and ERP systems

Netskill Approach to Sage Intacct Financial Management Training

Netskill’s signature approach includes:

• Real financial datasets for hands-on practice
• Scenario-based exercises
• Gamified LMS journey with badges & milestones
• Case studies from finance, SaaS, retail, and manufacturing
• Instructor-led labs & troubleshooting
• Quizzes, assignments & certification assessments

This ensures deep, applied learning rather than just theory.

Why Choose Netskill as Your Sage Intacct Financial Management Training Partner?

• Certified Sage Intacct experts as trainers
• Corporate-focused financial learning curriculum
• 3 flexible training modes: Online, In-Person, Self-Paced
• Fully loaded Netskill LMS with videos, quizzes & certification
• Customizable modules based on your financial processes
• Hands-on financial workflow labs
• Trusted corporate Sage Intacct training company for global enterprises