Streamline Your Next Audit with Sage Intacct – December 2025

Presented by JMT Consulting
Featuring Dagmar “Dagi” Stanton, Manager of Education Services

Introduction

Financial audits can be stressful, even for seasoned nonprofit finance teams. Records build up, reports get pulled again and again, and email requests keep growing. As a result, valuable time gets pulled away from mission work. This session offers a better way. JMT Consulting shows how Sage Intacct can support a clear and repeatable audit workflow. You’ll see how to build folders for key files, set up dashboards, manage attachments, set permissions, and give auditors access to what they need. The outcome is less friction, more time saved, and a cleaner audit process from start to finish.

What Risks Do Nonprofits Face With Audit Preparation?

Nonprofits often face tight timelines and unclear task ownership, which can make audits feel overwhelming. Missing files, mixed versions of reports, and long chains of emails add even more pressure. As a result, a simple audit can stretch into weeks of extra work. Without a clear setup in Sage Intacct, teams may run into preventable questions from auditors, compliance concerns, and extra stress on finance staff.

Our Approach to Audit Preparation in Sage Intacct

Setup and Organization

• Start by creating attachment folders for repeat audit items
• Then group files such as minutes, reconciliations, and statements in one place
• After that, set a clear naming style to keep documents easy to find

Audit Dashboard Design

• Next, add reports, links, and filters to give auditors a quick view of the data
• You can include Trial Balance, Bank Rec, AP/AR Aging, Check Registers, and more
• This approach helps users move through audit steps faster and with less confusion

User Roles and Permissions

• Create a read-only user profile tailored to auditor access
• Protect financial integrity while improving transparency
• Allow auditors to log in anytime to export reports or attachments

Reporting and Documentation Tools

• Attach supporting schedules directly to originating transactions
• Track checklist tasks, deadlines, ownership, and completion status
• Reduce manual delivery of files by centralizing information

Tips, Best Practices, and FAQs

• Use a checklist to prevent bottlenecks and missed items
• Centralize attachments for repeatable future audits
• Keep dashboards simple, visual, and role-based
• Use Read Only permissions to prevent editing or data movement

How JMT Consulting Supports Your Nonprofit

JMT provides long-term financial management support for nonprofits, including Sage Intacct implementation, optimization, reporting structure, dashboard build-outs, and ongoing team training. Our advisory approach focuses on efficiency, clarity, and control — helping finance teams automate tasks, eliminate duplication, and create better visibility across key processes like audits, month-end close, and reconciliations.

Best Practices for Audit Season

• Build your folder structure early
• Use collaborative attachments to eliminate email back-and-forth
• Ensure consistent access and visibility for internal and external reviewers
• Reduce manual reporting and rely on live data
• Add ownership and due dates to all audit requirements