If manual data entry is slowing your team down, you’re not alone—and in many cases, it’s also completely avoidable. We’ll explore practical, system-native ways to reduce repetitive entry, streamline transactions, and free your team up for higher-value work.

This session focuses heavily on Sage Intacct’s import capabilities—from traditional import templates to the newer, more flexible import tools that are being rolled out—showing how organizations can move data into Intacct accurately and efficiently without relying on workarounds or spreadsheets pasted line-by-line. We’ll also touch briefly on what comes next when imports aren’t enough, including Marketplace solutions and data customization options, so attendees leave with a clear roadmap for reducing manual effort today and planning smarter automation tomorrow.

• Identify where manual data entry can be eliminated using Sage Intacct’s native import tools
• Understand the differences between standard import templates and newer import capabilities
• Apply best practices to ensure imported data is accurate, consistent, and audit-ready
• Recognize when imports are the right solution versus when additional tools may be needed
• Outline next steps for reducing manual effort through Marketplace solutions or data customization

Participants in this webinar are eligible to receive 1 CPE credit.