Presenters: Jim Norton, CPA, Evangelist & Senior Product Manager, Velixo Teague Sanders, ERP Data Analyst, Velixo In Sage Intacct environments, support and services requests often involve reporting design, dimensional data, and Excel-based analysis that no longer fits the original setup. This session covers the Sage Intacct-specific requests Velixo most often...
Join us for an upcoming Sage Intacct Tips & Tricks webinar where we’ll walk you through the fundamentals of the Financial Report Writer in Sage Intacct. This introductory session is designed to help users better understand how to build, customize, and run financial reports with confidence. During this interactive walkthrough,...
Many finance teams using Sage 100 are reaching a point where manual reporting, slow consolidations, and infrastructure limitations start holding them back. In our upcoming webinar, we’ll explore: 10 signs it may be time to move from Sage 100 to the cloud Key differences between Sage 100 and Sage Intacct...
NFP finance and development team often operate in separate systems create work-arounds, reconciliation delays, and reporting gaps. Learn how Sage Intacct and DonorPerfect integrate to eliminate manual processes, improve visibility, and reporting.
Presenter: Jim Norton, CPA, Evangelist & Senior Product Manager, Velixo Session description coming soon!
Learn about the latest features and functionality of the 2026 R2 Release of Sage Intacct
What’s New in Velixo for Sage Intacct We’re introducing some of the most significant Velixo enhancements to date. This webinar brings it all together in one concise, practical walkthrough. In this session, the Velixo product team will recap the latest innovations released for Sage Intacct users, with a focus on...
Modern Excel. Connected ERP. Stronger Nonprofit Finance. Future in Focus 2026 is a one day complimentary virtual conference designed to help nonprofit finance leaders fully harness modern Excel and extend it into their ERP environment, with CPE eligible sessions. Nonprofit finance teams carry overlapping cycles all year long. At the center of it all...
Tuesday, June 2nd, 2026: Use Cases for AI in Velixo Reporting & Analysis (Sage Intacct) Presenter: Jim Norton, CPA, Evangelist & Senior Product Manager, Velixo NOTE: There will be NO Excel file provided in the post-session materials for this presentation. Designing report layouts, fixing broken formulas, and explaining variances takes real time on every...
Bank Reconciliation Basics in Sage Intacct Wednesday, June 10, 2026 | 10:00–10:30 AM PDT Join us for a 30‑minute webinar focused on Bank Reconciliation Basics in Sage Intacct. In this session, we’ll share practical tips and tricks to help you streamline your bank reconciliation process, improve accuracy, and get the...
Where lean teams lose hours, what to automate first, and how to redesign month-end to scale down with you. Hosted by former Controller & CFO, Jim Norton, CPA Can’t make it live? Every registrant receives full access to session recordings and materials. Your team got smaller. The work didn’t. Headcount...
Supply chains are no longer facing just one challenge at a time Tariffs, freight costs, supplier uncertainty, and demand volatility are all hitting businesses at the same time. The result: tighter margins, less accurate forecasting, and more disruption risk. Join this live discussion on June 11th to hear how businesses are...
