Functionality: Personalization

2024 Update on Retirement Plans: Cyber Best Practices

Cybersecurity remains a crucial concern for retirement plan administrators and sponsors. Ensuring the security of sensitive data and maintaining compliance with regulatory requirements is essential to protect plan participants and maintain trust. GRF hosted a 2024 Update on Retirement Plans webinar on May 16th, 2024, which outlined key cybersecurity best practices recommended by the Department…

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Illustrating Your Nonprofit’s Story with Dynamic Dashboards

Dynamic dashboards are essential for nonprofits, turning complex data into compelling visual narratives. They simplify the presentation of financial and operational metrics, aiding in decision-making and enhancing communication with stakeholders. On Wednesday, April 4, 2024, GRF hosted an informative webinar, “Illustrating Your Nonprofit Story with Dynamic Dashboards,” featuring Ahkeeia Ward, CPA & EA, and Elinor…

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Setting Sail: Why Now is the Time to Get Onboard with Accounting Automation

Generated by AI and edited by Heather Broberg, Senior Manager As we navigate the ever-changing waters of business, it’s essential to have the right tools and strategies to chart a course for success. And what better time than now to hoist the sails of accounting automation and set course for smoother, more efficient financial operations?…

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Sage Q2 2024 Release: Knocking Down Barriers

Available as of Friday, February 16, Sage Intacct’s first release of 2024 includes new features and functionality that elevate the work of humans with AI and automation. The updates highlighted below include enhancements across three major themes: 1. Seamless data integration, 2. Automation advancements, and 3. Industry insights, to boost organizational efficiency and enhance decision-making insights.

Sage Q1 2024 Release: Leveraging AI and Automation

Available as of Friday, February 16, Sage Intacct’s first release of 2024 includes new features and functionality that elevate the work of humans with AI and automation. The updates highlighted below include enhancements across three major themes: 1. Seamless data integration, 2. Automation advancements, and 3. Industry insights, to boost organizational efficiency and enhance decision-making insights.

Sage Intacct is a “work of art” for Yerba Buena Center for the Arts

The executives and department managers at Yerba Buena Center for the Arts have access to personalized Sage Intacct dashboards that offer real-time visibility into important trends. These dashboards provide insights into revenue growth for both commercial and community rental clients, as well as net income per project. By importing individual donor demographics and event attendance data into Sage Intacct, the organization has gained valuable information to enhance their marketing campaigns. YBCA’s leaders closely monitor these metrics through interactive charts, graphs, timelines, and other visualizations, allowing for more frequent planning and ensuring effective management of each program to further the organization’s mission.