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Dynamic Allocations Quiz

Strategic Automation Diagnostic

Are dynamic allocations right for your organization?

Designed for nonprofits, Tribal Nations, and public sector teams. Answer 10 questions to get a customized implementation blueprint and find out how much time you can save.

  • Your current month-end close challenges, including shared rent, utilities, and manual math
  • Complexity of your payroll, grants footprint, and shared services
  • Auditor and grantor validation requirements under federal guidance
Question 1 of 10 ~4 min remaining

Almost there

See your personalized diagnostic results

Enter your information below and we will show you your benefit score, strategic recommendations, and a custom Sage Intacct allocation blueprint.

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Your information is kept private. JMT Consulting will never sell or share your data.

Diagnostic complete

Your custom diagnostic summary

We ran your answers through our allocation matching framework. Here is your benefit score and setup recommendations.

Potential value score HIGH Score: 32 / 40
What this means

Talk to a specialist

Advisor recommendations

Recommendations align with the Dynamic Allocations Client Guide and Grants Management procedure standards.

Note: Recommendations are based on your responses and serve as a starting point. A JMT consultant may refine these suggestions during a deeper discovery conversation.

Ready to automate your allocations?

Talk with a JMT Sage Intacct specialist to see what setup looks like for your organization.

Schedule a conversation

Suggested Sage Intacct allocation blueprints

These blueprint structures are tailored to your answers for quick deployment.

Ready to dive deeper?

Get your audit-ready grade, or talk through your results with a specialist.

Get Your Audit-Ready Grade Book a Consultation
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