Simplify 2026 1099 Season with Sage Intacct
2025-12-10 10:00 - 10:30 (America/Los_Angeles)
Join us as we walk through the essential steps to prepare your 2026 1099s with confidence and accuracy. This session will cover best practices for vendor setup, data verification, and reporting within Sage Intacct to ensure smooth year-end processing. You’ll also learn time-saving tips and troubleshooting strategies to help you stay compliant and avoid common filing errors.

Month-End and Year-End Closing in Sage Intacct
2026-01-14 11:00 - 12:00
Did you know that you don’t HAVE to close periods in Sage Intacct to continue using the system year over year? Of course, it is best practice, but Sage Intacct makes it very easy for accountants to customize their month-end and year-end closing processes to fit your requirements. Agenda:

Welcome -Best Practice Steps to Close Periods in Sage Intacct *Including live demonstrations*
Tips & Tricks -Common Issues and How to Resolve
Attendee Questions
Closing Remarks

Join us to learn the best practice closing process in Sage Intacct, along with helpful tips and tricks to help you save time and actually look forward to closing your books!

From Close to Confidence: An Audit-Ready Finance Session
2026-01-21 11:00 - 12:00
Year-end close is upon us. Auditors don’t audit effort, despite your best intentions. They audit evidence, consistency, and control. For many mid-market finance teams, that means frantic exports, version-control chaos, and long nights rebuilding reports and supporting schedules that should already exist.
In this live session, an auditor, an accounting partner, and a finance leader walk through what audit readiness actually looks like in practice and why the most successful teams treat it as a year-round operating model, not a year-end fire drill.
What You’ll Learn:

What auditors ask for first, and where audits most often slow down

How strong finance teams prepare without burning out their people

How Excel fits into audit-ready workflows when it’s connected to live ERP data

What changes when reporting and reconciliations are designed to be repeatable

This session is for finance leaders who want January to feel boring in the best possible way.
Who Should Attend?

Controllers, Directors of Finance and CFOs

Accounting Managers responsible for close and audits

Finance teams relying on ERPs

Outsourced accounting and advisory partners supporting auditing and close

Unlock Real-Time Intelligence with Interactive Custom Reporting
2026-02-03 10:00 - 11:00
Are you ready to transform the way you analyze and act on data? Join us for an exclusive webinar designed for customers who want to maximize the power of the ICRW module.
In this session, you’ll discover how Interactive Custom Reporting empowers you to:

Access real-time insights that drive smarter decisions
Build dynamic, tailored reports without relying on IT
Visualize trends and performance metrics instantly
Turn complex data into actionable intelligence

Whether you’re looking to streamline reporting or uncover hidden opportunities, this webinar will show you how to harness the full potential of ICRW for your business.
Don’t miss out—reserve your spot today and start unlocking the intelligence you need to stay ahead!

Sage Intacct 2026 Release 1 Highlights
2026-02-11 10:00 - 11:00
Join us for our upcoming Sage Intacct Quarterly Release Webinar, where we’ll explore the latest features and enhancements of Sage Intacct’s newest update.
Discover the latest Sage Intacct innovations tailored for you! Our expert DSD team will guide you through cutting-edge advancements, unveiling powerful features that can transform your financial management. Don’t miss this exclusive opportunity to stay ahead of the curve and maximize your Sage Intacct experience. Join us for an insider’s look at the most impactful updates for our valued DSD customers!
In this concise 60-minute session:

Provide an overview of the key features in the latest Sage Intacct release
Highlight important user interface updates
Discuss critical items to be aware of for maximizing your Sage Intacct experience
Customization Opportunities in Sage Intacct
Interactive Q&A session to address your specific questions

Plan with precision: AI-driven growth with Sage Intacct Planning
2026-02-17 10:00 - 11:00
Unlock the future of financial planning with Sage Intacct Planning (SIP and eSIP modules). This exclusive webinar is designed for customers who want to deliver smarter, faster, and more accurate growth strategies using AI-powered tools.
Join us to discover how Sage Intacct Planning transforms your approach to budgeting, forecasting, and scenario modeling. Learn how to:

Harness AI-driven insights for more precise planning and forecasting.
Build flexible, collaborative budgets that adapt to changing business needs.
Visualize growth scenarios and instantly assess impact.
Empower teams to make confident, data-backed decisions.

Whether you’re looking to streamline your planning process or drive strategic growth, this session will show you how SIP and eSIP can help you plan with precision and agility.

Sage Intacct Release 1 Highlights Virtual Meetup
2026-02-18 11:00 - 11:30
Join your peers to hear the highlights of our 2026 Release 1.
We’ll highlight the newest software features.
Let you know what level of effort is needed for each feature:

Start using it today
Action required
Additional Subscription required

Tell you where to find more information and get the most out of each release!
Discover what’s new in Sage Intacct | Unlock High performance and maximize your business impact.
Release Notes

Building Audit Support Into the Close
2026-02-18 11:00 - 12:00
Finance teams answer audit questions with whatever their close produces.
The structure of close schedules, the handling of late adjustments, and the way supporting detail stays connected determine how smoothly audits move and how many follow-up cycles follow.
In this live session, Jim Norton, CPA, is joined by a Vice President of Finance who manages close and audits inside a complex, operating organization. Both speakers bring experience from public accounting and private industry, including time spent owning the close, responding to auditors, and supporting assurance work across demanding environments.
Together, they walk through how experienced finance teams organize close outputs so audit questions receive clear, consistent answers. The session focuses on execution that holds under review, not process theory.
Throughout the session, examples using Velixo illustrate how Excel-based reporting can remain connected to ERP data while supporting real close and audit workflows across Acumatica, Sage Intacct, and Business Central.
What you’ll learn:

How finance teams structure close schedules for audit review
How teams keep supporting detail aligned as adjustments occur
How traceability holds across entities, currencies, and reporting views
Reporting patterns that reduce repeat audit questions across common mid-market ERPs

The examples reflect real close calendars and audit timelines.
Why this session is worth attending?
Jim brings perspective from public accounting, Controller and CFO roles, and years spent working inside Acumatica, Sage Intacct, and Business Central environments. He has seen where reporting structures break down and where they hold, from both the preparer and reviewer sides.
The Vice President of Finance adds a current operating view, grounded in active audit cycles and leadership accountability. His background includes assurance work and financial management roles, which informs how he approaches close discipline, documentation, and audit support.
The session reflects how finance teams operate when accuracy, timing, and explanation all matter at once.
What this session Is:

A practical discussion on how finance teams structure close outputs to support audit review
Focused on close schedules, supporting detail, and traceability
Grounded in real operating environments across Acumatica, Sage Intacct, and Business Central
Designed for teams who already know how to close and want fewer audit follow-ups
Illustrated with targeted Velixo examples tied directly to close and audit workflows

What this session is not:

An introduction to audit concepts or close fundamentals
A generic product demo or feature walkthrough
A sales presentation or product pitch
A discussion about ERP selection or system replacement
A session focused on audit standards or regulatory interpretation

Who should attend?

Controllers, accounting managers, and finance leaders responsible for close and audits
Finance teams using Acumatica, Sage Intacct, or Business Central
Partners and advisors supporting ERP reporting and audit readiness

This session assumes fluency with close mechanics and focuses on strengthening execution.
Outcomes:

Audit support that aligns with final close numbers
Faster responses to audit follow-ups
Clearer explanations for auditors and leadership

Event Details:
February 18, 2026 | 2:00 – 3:00 PM (ET), Online

Keys to success in your first 100 days and beyond
2026-02-19 09:30 - 11:00
Are you a new customer? Have you recently implemented Sage Intacct? Join us for this Keys to success in your first 100 days and beyond meetup. We’ll give you a thorough Sage Intacct 101 review including:

Product management overview
Reporting
Sage University
Community
Customer Support
Professional Services

…and more!
In this session, you’ll learn about foundational components including:

Dates in Reporting
Account Groups
Notification Strategies
Manage Views and Lists

We look forward to your meetup participation!

Intelligent Automation in Action: AI‑Driven Dynamic Allocations for Modern Finance Teams
2026-02-24 11:15 - 12:15
As organizations scale, allocation complexity grows with them—more entities, more dimensions, and greater pressure on finance teams to deliver fast, accurate, and fully auditable results. Yet many teams still rely on manual spreadsheets and rigid allocation rules that slow the close and introduce unnecessary risk.
Join Sage Intacct for a first‑ever customer roundtable featuring Edith Ruiz, Financial Controller at Catholic Charities of Oregon, as she shares how her team is leveraging AI‑powered Dynamic Allocations to streamline complex allocation workflows, eliminate manual effort, and deliver clearer financial insights.
In this interactive session, you’ll gain real-world perspective on how modern finance teams are:

Automating recurring, multi-entity, and multi‑dimensional allocations with confidence
Replacing spreadsheet‑driven processes with flexible, data‑driven allocation rules
Enhancing accuracy, transparency, and auditability across every allocation cycle
Unlocking deeper financial visibility to support faster, smarter decision‑making

Whether you’re responsible for shared services allocations, overhead distribution, grant or program cost assignments, or recurring expense management, this conversation will show how AI‑driven automation empowers finance teams to spend less time managing allocations—and more time driving strategic impact.

Velixo Elevate Series: The Many Uses of Velixo Writeback for Sage Intacct
2026-03-03 11:00 - 11:30
Presenter: Jim Norton, CPA, Evangelist & Senior Product Manager, Velixo
Velixo Writeback is often introduced through a specific use case:

Journal entries
Budgets / Forecasts
Project Forecasts

And for many teams, that first use becomes their go-to.
While this is indeed valuable, what’s sometimes less obvious is just how broadly Writeback can be applied once you start thinking beyond that initial scenario.
This session explores a range of practical, real-world ways organizations use Writeback with Sage Intacct to work directly from Excel while respecting the structure of multi-entity environments and dimensional reporting. Through examples and demonstrations, we will look at how Writeback supports everything from targeted data updates to more structured workflows, helping teams reduce manual effort and expand what is possible without changing how they work day to day.
Most attendees will discover at least one new way Writeback can fit naturally into their existing reporting and operational processes.

IN-PERSON: Dallas meetup
2026-03-10 08:00 - 13:00
Join us in Dallas, Texas!
Day 1

Meetup: a free event for customers, partners, and prospects.
Dashboards training: a free 90-minute session immediately following the meetup.

Day 2
Registration is required for all events.

Financial Reporting Bootcamp: 6 CPE eligible training. Fee details on registration page.
Advance your knowledge: Hear from Product Management and Sage Intacct experts to get ahead.
Connect and share: Network with local customers to share insights and discover how others are using Sage Intacct

Developer
2026-03-12 09:30 - 11:00
Attention developer community! Join us for our quarterly developer virtual meetup. Gain insight into the developer-related roadmap and provide your feedback directly to the product team.
Learn more about:

Developer Experience

Don’t hesitate to sign up today! Stay informed, and stay engaged with this next-level opportunity to collaborate with Sage Intacct’s finest.

Build for Your World: A Virtual Conference for Construction Accounting & Finance
2026-03-18 08:00 - 12:30
Construction accounting and finance teams face a unique challenge. They operate in a project-driven environment where timing, accuracy, and trust in the numbers matter as much as compliance. Static reports, disconnected spreadsheets, and manual forecasting processes struggle to keep up with how construction actually works.
Build for Your World is a half-day virtual conference created specifically for construction finance leaders and the partners who support them. The sessions are designed to help teams move from reactive reporting to confident, connected insight across preconstruction, project execution, and close.
Can’t make it live? Every registrant receives full access to session recordings and materials.

Why Attend?

Gain executive-level perspective grounded in real construction finance challenges and proven approaches
Learn how leading organizations are improving forecast accuracy without increasing reporting burden
Bring clarity and consistency to WIP and cost-to-complete
Strengthen confidence in forecasting and project visibility
See how ERP and preconstruction data, including STACK, connect into a single financial narrative
Understand how Excel can function as a governed, strategic reporting layer rather than a manual workaround
Leave with practical ideas you can apply immediately, without re-platforming or rebuilding your ERP

Who Should Attend:
This event is designed for professionals who live at the intersection of projects and finance, including:

Controllers, CFOs, and Finance Directors in construction
Construction accountants and project accounting teams
Directors of Construction and finance-aligned operations leaders
Sage Intacct and Acumatica partners and consultants supporting construction clients

Whether you are hands-on with reporting or accountable for outcomes, the sessions are built to respect your time and experience.

Sage Fixed Assets Management Overview
2026-03-18 09:30 - 11:00
Join us to learn how Sage Fixed Assets Management can streamline your asset management.
In this meetup, we’ll cover the entire fixed asset life cycle from acquisition to disposal and:

Explore Key Features: Get an in-depth look at the core features of our fixed assets application, including asset tracking, depreciation management, and compliance reporting.
Streamline Your Processes: Learn how to automate and streamline asset management tasks to save time, reduce errors, and improve accuracy.
Enhance Reporting: Discover how to generate comprehensive reports and analytics to make data-driven decisions and maintain accurate records.
Ask the Experts: Engage with our team of experts during a Q&A session to address your specific questions.
and more!

We look forward to your meetup participation!.

Turning Clinical Data into Financial Insight with Sage Intacct + EMR Connect
2026-03-19 11:00 - 12:00
Healthcare finance leaders are under pressure to do more than close the books. You’re expected to deliver margin visibility, faster reporting, and cleaner revenue cycle performance — all while managing disconnected systems.
Join us for an exclusive Lunch & Learn on EMR Connect + Sage Intacct and discover how leading healthcare organizations are:

Eliminating manual reconciliation between clinical and financial systems
Accelerating month-end close with automated data flows
Improving charge capture and revenue recognition accuracy
Gaining real-time visibility from patient encounter to financial statement
Reducing audit risk with a clean, integrated data trail

If your team is still exporting spreadsheets from your EMR and manually rekeying financial data into Sage Intacct, this session is for you.
Once registered, we’ll send you a $40 Grubhub Gift Card so you can enjoy lunch on us. Can’t attend live? Register anyway and we’ll send you lunch + the recording.

From invoice to payment: Streamlining Accounts Payables
2026-03-24 11:00 - 11:45
Join us to streamline accounts payable from invoice entry and purchasing automation through vendor payment, powered by MineralTree in Sage Intacct.
This session delivers a practical, in-depth walkthrough of AP, PO, and vendor payment automation, with live in-product demonstrations. You’ll learn how to reduce manual steps, improve accuracy, and gain better visibility and control across your entire AP process.
Join us to learn how to:

Automate invoice capture, coding, and approval workflows
Reduce processing time, errors, and manual effort
Streamline purchasing using PO matching and match tolerance insights to manage exceptions
Pay vendors on time with greater visibility and cash control
Improve insight into payables, approvals, and cash flow

By the end of this Meetup, you’ll be able to:

Confidently process invoices and vendor payments in Sage Intacct
Leverage AP automation best practices in your current workflows
Identify opportunities to streamline and optimize vendor payments
Ensure your team is fully utilizing AI-powered capabilities in AP Automation

DonorPerfect + Sage Intacct: Streamlining Nonprofit Fundraising and Financial Management
2026-03-24 12:00 - 12:50
Nonprofit finance and development teams shouldn’t have to reconcile spreadsheets just to understand fundraising performance. Join us for a focused webinar on how DonorPerfect helps nonprofits streamline donor management — and how integrating it with Sage Intacct eliminates manual entry, improves reporting accuracy, and strengthens audit readiness.
If you’re a CFO, Controller, Accounting Manager, or Development Director, this session is for you.
✔ Automatic donation to GL Posting
✔ Fund, Restriction, and Purpose Tracking
✔ Real-time Financial Visibility into Fundraising Activity

Automating Employee Expenses with Sage Intacct
2026-03-26 11:00 - 11:45
Looking to eliminate manual work, speed reimbursements, and gain visibility into employee spend? Join us to learn how Sage can help streamline your expense processes, with one of the following solutions:

Sage Intacct Employee Expenses: Good for organizations with simpler needs, this solution provides streamlined receipt capture, configurable approval workflows, and reimbursements.
Sage Expense Management: Great for any organization, this solution lets you quickly capture receipts via text, see spending instantly with live card feeds, reconcile transactions in minutes, automate policy management and enforcement, and tailor approvals to your needs—saving you time and simplifying every step.

Walk away knowing which solution best fits your organization and how to get started.

Modernizing Finance: Why Sage 100 Clients are Migrating to Sage Intacct
2026-03-26 13:00 - 14:00, 2026-04-16 10:00 - 11:00
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
How cloud ERP improves reporting, automation, and scalability
What a typical migration process looks like

Velixo Elevate Series: Most Common Support & Services Requests Demystified
2026-04-07 11:00 - 11:30
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 receives from customers and partners. Using concrete examples, we will explain why these requests arise, how Intacct’s reporting and dimensional model influences them, and what is typically required to resolve them cleanly.
Attendees will leave with a clearer understanding of how to approach common reporting and Excel-related requests, how to reduce rework through better scoping, and when enablement or training is the right solution.

Introduction to Financial Report Writing in Sage Intacct
2026-04-15 10:00 - 11:00
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, DSD Sage Intacct Consultant Josh Bell will demonstrate key features of the Financial Report Writer, share best practices, and highlight tips to help you get more value out of your financial reporting.
In this webinar, you’ll learn how to:

Navigate the Financial Report Writer in Sage Intacct
Create and customize standard financial reports
Use dimensions and layouts effectively
Apply practical tips and tricks for cleaner, more insightful reports

Whether you’re new to Sage Intacct or looking to strengthen your reporting skills, this session will provide a solid foundation and actionable takeaways. Join us TODAY!

Streamlining NFP Fundraising with DonorPerfect & Sage Intacct
2026-05-05 09:00 - 10:00
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.

Velixo Elevate Series: Velixo Reporting Beyond Financial Statements
2026-05-05 11:00 - 11:30
Presenter: Jim Norton, CPA, Evangelist & Senior Product Manager, Velixo
Session description coming soon!

Sage Intacct 2026 R2 Release
2026-05-06 10:00 - 11:00
Learn about the latest features and functionality of the 2026 R2 Release of Sage Intacct

What's New in Velixo for Sage Intacct
2026-05-12 13:00 - 14:00
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 how these new capabilities help teams work faster, report with confidence, and scale without adding complexity. You’ll see how Velixo continues to evolve as the Excel-based platform finance, operations, and project teams rely on, now enhanced with embedded AI intelligence, deeper Sage Intacct integrations, and new purpose-built solutions.
In this webinar, you’ll learn about:

Velixo Intelligence – Excel-embedded AI assistants that help generate formulas, queries, and reports while bridging business insight with Sage Intacct complexity
Query Builder – A new, intuitive way to create Sage Intacct queries without technical expertise
Multi-Connection Consolidation – Smart, scalable reporting across multiple entities and instances
Velixo Portal – Centralized connection management and access to a growing library of pre-built templates
New Industry Templates & Solutions – Expand your Velixo setup with purpose-built templates now available in the Portal:

3 new Budget templates — budget-based, top-down, and updated LT Actuals
3 new Hospitality templates
6 new Construction templates

Additional productivity enhancements supporting the latest Sage Intacct features

This session ensures you leave with a clear understanding of what’s new, why it matters, and how to start using these capabilities in real-world environments.

Future in Focus 2026: Excel Your Budgeting, Close, and Audit Readiness for Nonprofits
2026-05-20 07:30 - 13:00
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 is Excel. It is the modeling environment, the reporting layer, and the bridge between ERP data and stakeholder expectations.
What many teams have not had time to explore is how significantly Excel has evolved: dynamic arrays, Power Query, modern lookup architecture, and structured workbook design that improves clarity and audit traceability. The platform has expanded into a powerful data and modeling engine, often underutilized simply because daily demands leave little room to experiment.

Why Attend?

Strengthen the Excel skills your team already relies on
Improve budgeting, close, and audit workflows
See ERP specific applications relevant to your system
Opportunity to earn 4 CPE credits*
Walk away with techniques you can implement immediately

Who Should Attend:

CFOs seeking stronger forecasting visibility without expanding headcount
Controllers managing multi grant compliance and reporting complexity
Finance Managers responsible for budgeting, close coordination, and audit preparation

If Excel is central to your workflow, this event is built for you.

Velixo Elevate Series: Use Cases for AI in Velixo Reporting & Analysis (Sage Intacct)
2026-06-02 11:00 - 11:30
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 close. AI tools have gotten good at this kind of work. Velixo Intelligence, currently in private preview, brings that capability into the Excel workbook your team already opens, with three agents tuned for ERP reporting. General-purpose tools like Microsoft Copilot and Claude pick up additional report design and analytical writing tasks outside of Velixo.
This session walks through practical AI use cases for Velixo reporting and analysis on Sage Intacct. We will cover Velixo Intelligence’s three agents: Guide (answers product questions), Analyst (reads values already in your sheet), and Report Builder (writes full reports from a prompt). We will look at how the new VX.ANALYSIS function writes commentary into the cell next to the number it explains. We will then turn to Copilot and Claude with examples of where each one is useful for report design, formula help, and analytical writing.
Attendees will leave with:

A clear picture of what Guide, Analyst, and Report Builder each do inside Velixo Intelligence
Practical examples of using AI to design report layouts, troubleshoot Velixo formulas, and write variance commentary with VX.ANALYSIS
An understanding of where Copilot and Claude fit alongside Velixo Intelligence for reporting and analysis work

Register TODAY

Bank Reconciliation Basics in Sage Intacct
2026-06-10 10:00 - 10:30
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 most value out of Sage Intacct’s built‑in tools.
Whether you’re new to bank reconciliations or looking to refine your current workflow, this webinar will provide helpful insights you can apply right away.
What you’ll learn:

Best practices for setting up and managing bank reconciliations
Tips to speed up the reconciliation process
How to avoid common reconciliation issues in Sage Intacct

Register today to reserve your spot!
