Could QuickBooks be costing your company money? Could a move to a cloud financials system like Intacct save you both time and money? This presentation will help you begin your journey by asking the right questions and helping you think about a Life After QuickBooks.

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Moving Financials to the Cloud:
“Avoiding the QuickBooks Tax”
SHANNON DARWIN
Controller, Acquia
CLARK NEWBY
VP of Marketing, Intacct
LINDA PINION
Solutions Specialist, Intacct

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Housekeeping
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to our panelists
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questions during the course of
the webinar. If we do not get to
your question, we’ll make sure
to follow up afterwards.
 We’ll send a copy of the
presentation and recording of
the webinar in follow up emails
after the event

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Introductions
SHANNON DARWIN
Controller
Acquia
CLARK NEWBY
VP of Marketing
Intacct
LINDA PINION
Solutions Specialist
Intacct

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Today’s Agenda
 Outgrowing QuickBooks and
Excel-based processes
 Success story: Acquia
 Demonstration: Intacct for
QuickBooks graduates
 Summary and additional resources

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Inefficient manual processes are
draining productivity
Struggling with reporting and can’t
analyze operating data
Dependence on spreadsheets to run
your business
You have multiple locations or
currencies
You need real-time access to financial
data
Difficulty creating invoices for projects
in a timely manner
The “QuickBooks Tax” Creeps In:
Growing Businesses See Strain in Their Back-Office Systems
Impacts of Growth
 Manual processes don’t
scale and need to be
automated
 Need more robust
reporting and visibility
 Require data integrity in
system of record
 May need double-entry
accounting capabilities
 Need access to data from
multiple locations and by
more employees

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Where is Your Finance Team Losing Time and Money?
 Approval workflows
 Order management
 Invoicing and billing
 Procure-to-pay
 Revenue management
 Re-keying information from other business
applications
 Closing the books each month
Excel-Based Processes–Eat Up Thousands of Hours Annually
4 hours / month of CFO time and half a staff accountant doing
manual processes costs $50,000 every year

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Where is Your Finance Team Losing Time and Money?
 Building custom financial
reports and analyses
 Using Excel to integrate
financial and operating data
 Checking and double checking
for accuracy
 Consolidating financial reports
across different business units
 The data is stale before you
are even finished
Reporting–Hours in Excel to Get Important Financial Information

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Customers
2,400
3,100
4,000
5,000
6,000+
2008 2009 2010 2011 2012
Fastest-growing cloud financial management provider
35,000+ Business Entities
Industry-Leading 95%
Customer Satisfaction and Retention
22 Top 100 CPA Firms Preferred Provider
About Intacct
Enable Finance to Lead the Organization to Game-Changing Results

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What is Cloud Computing or SaaS?
 Shared, scalable solutions that users
access over the Internet (e.g. online
banking, Salesforce.com, Google Mail,
etc.)
 Functionality and data is accessible from
any web-connected device anytime,
anywhere
 Vendors provide end-to-end solutions
(including hardware, software,
networking infrastructure, and support)
 Pay-as-you-go subscription pricing
 Flexible to configure and integrate
 Rapidly deployed and updated

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Advantages for QuickBooks Graduates
Achieve anytime, anywhere accessibility
with real-time visibility
Eliminate spreadsheets and manual
workarounds
Automate key business processes
Ensure control and compliance
Get out of the no value added IT business
Financial management leader
and trusted partner for
your long-term success

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Today’s Agenda
 Outgrowing QuickBooks and
Excel-based processes
 Success story: Acquia
 Demonstration: Intacct for
QuickBooks graduates
 Summary and additional resources

12. Overview of Acquia
 Acquia is a commercial open source software company providing
products, services, and technical support for the open source
Drupal social publishing system
 Revenues are derived from Subscriptions recognized ratably and Services as
delivered
 Ranked as the No. 1 Software Vendor on the
2012 Inc. 500; No. 8 Overall With Three-Year
Sales Growth of More Than 10,000%
 Named to Forbes’ 100 List of America’s Most
Promising Companies
12

13. Business Challenges Prior to Intacct
 Order Entry
 Revenue Recognition
 Over reliance on Excel spreadsheets
 Foreign Currency Translations
 International Consolidation
 Lack of Controls

14. Why Cloud Computing/Intacct?
14
 Work in a 24x7 world–anywhere, anytime
access for staff
 No dedicated IT staff needed
 Much tighter controls than QuickBooks
 One database for multi-entity structures with
multiple currencies
 Salesforce integration allows for less manual data entry
 Advanced revenue recognition capabilities

15. Intacct in Action at Acquia
 Consolidate 5 legal entities with ease & efficiency
 Much faster turnaround on financials when changes are needed
 2,000+ automated revenue calculations per month
 Upload capability saves hours of manual data entry
 No more error-prone manual spreadsheets, all
done at the push of a button now
15

16. Advice From Someone Who Has Been There...
 What we did right:
 Took advantage of online training, manuals, test database(s), and
Intacct knowledgebase
 Utilized our project manager to the fullest
 Did a phased approach
 Planned the timing between quarter ends
 Maximized our use of dimensions
 Lessons learned:
 It takes time to fully implement. Don’t try to rush the process.
 Integrate as much as possible
16

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Today’s Agenda
 Outgrowing QuickBooks and
Excel-based processes
 Success story: Acquia
 Demonstration: Intacct for
QuickBooks graduates
 Summary and additional resources

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What We Will Demo Today
 Automation
– Workflow and approval routings
– Automated process flows that
match the way you do business
 Visibility
– Real-time, multi-dimensional
dashboards, reporting, and analytics
– Combining financial and
non-financial data
 Flexibility
– Simple, straightforward, and
easy to transition from
QuickBooks
– Built in best practices that adapt
to your business as you grow

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Today’s Agenda
 Outgrowing QuickBooks and
Excel-based processes
 Success story: Acquia
 Demonstration: Intacct for
QuickBooks graduates
 Summary and additional resources

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Making a Successful Transition from QuickBooks
Intacct and Our Partners Are Experts in Facilitating Your Transition
Plan Setup Finalize Deploy Support
 Work hand-in-hand from setup to support
 Years of experience helping QuickBooks customers transition
 Get up and running within a few weeks

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Some Real Numbers to Think About
 Customers see payback within 4 months and 200% annual ROI
 Eliminated 1%-5% revenue leakage from manual billing process
 Automating order-to-cash process eliminates duplicate entry saving 8 hours per week
 Shave 80% of time from heavy manual processes like PO approval
and expense reimbursement
 Eliminated one week/month during monthly close,
automating multiple-entity consolidations
 “$180,000 in fraudulent expense
reimbursements in six months”

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Questions?
SHANNON DARWIN
Controller
Acquia
CLARK NEWBY
VP of Marketing
Intacct
LINDA PINION
Solutions Specialist
Intacct

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Interested in Learning More?
 Try Intacct with a free 30-day trial
http://www.intacct.com/trial
 Attend an upcoming webinar
http://www.intacct.com/webinars
 Follow us on Twitter
@intacct_corp
 Connect with us on Facebook
http://www.facebook.com/Intacct
 Contact us directly
info@intacct.com | 877-437-7765

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Thank you!
www.intacct.com | info@intacct.com | 877-437-7765
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