Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

Aligning Sales and Finance - From

Aggravation to Collaboration

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Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

Aligning Sales and Finance - From

Aggravation to CollaborationSharon Carnicelli, Senior Manager of Cloud

Solutions, Intacct

Hans Schaedel, CFO, Canto

Agenda

• Introduction to Intacct

• Quote-to-cash process:

aggravation everywhere

– Canto’s story

• The “Aggravation Elimination”

solution:

– Step 1: Automate

– Step 2: Collaborate

• Demonstration

• Q&A

Growth Companies Are Growing with

Intacct

95%Customer

satisfaction

Services Healthcare ConsumerTechnology

Hospitality OtherNonprofit

8,500+ Customers; 51,000+ Business Entities

General ledgerAccounts payableAccounts receivableCash managementRevenue management*Global consolidations*Multi-currency management*Multi-entity accounting*

Intacct platform:- Integrate, customize, extend

CSV file up and downloadXML / API web services*Development sandbox*

Purchasing managementInventory management*

Order managementIntegration with Salesforce

CRMProject accounting*

Fund accountingAutomated sales tax*

Multi-dimensional reportingBusiness analytics

Role-based dashboardsBudgeting and planning

Time managementExpense management

Intacct: Best-in-Class Financials for the

Back Office

* Optional Modules

Award-winningsystem

Financial system of record for over 8,500 customers

Acknowledged by the AICPA

Agenda

• Introduction to Intacct

• Quote-to-cash process:

aggravation everywhere

– Canto’s story

• The “Aggravation Elimination”

solution:

– Step 1: Automate

– Step 2: Collaborate

• Demonstration

• Q&A

Quote-to-Cash: Before

Data entry/re-keying

Lack of controls

Manual tracking of revenue recognition/billing

Errors/inaccuracies

Fragmented, cumbersome reporting

Process Problems Revenue loss

Auditing issues

Extended DSOs

Customer dissatisfaction

Business Impact

STEP I:Sales entersquote in CRM

Step IV:Project manageruses Excel to check implementation resources schedule

Step V:Finance re-enters time and expense to book order submit invoice and recognize revenue

STEP II:Sales operationsre-keys order into finance system

STEP III:Services re-keys order into PSA system

Systems with limited functionality

Data silos Spreadsheets

Patchwork of:

About Canto

• Originators in the digital

asset management industry

• Digital asset management

software and professional

services

• Cumulus since 1990. Flight

(SaaS) launched 2014

• Based in San Francisco,

Berlin, and Frankfurt

(Germany)

Canto’s Story:

Aggravations in a Pre-Automation World

Aggravations

Disconnected Systems

Revenue Recognition

Consolidating Financial Information

Unreliable Project Management

High Maintenance Costs

Front and Back Office Disconnects

Exception Handling

Thank you for your interest in this presentation.

View the on-demand webinar or download the full

presentation at:

www.Proformative.com

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