industry solutions

Announcing Sage Intacct Forms and Operational Workflows

Form designer with grant application form.

Streamline and digitize your data collection and organization workflows. Sage Intacct Forms and Operational Workflows includes the following benefits:

  • Fully digitized workflows tailored for your organizational needs.

  • Flexible form builder for data collection and sharing information.

    • Collect nonfinancial data required for tracking and reporting, such as service-request tickets, board nominations, and volunteer sign-ups.

    • Drive entries from the collected data into Sage Intacct applications.

    • Deliver insights with enhanced form options.

  • Easily customize and manage workflows with approvals.

  • Use the portal to facilitate communication with constituents.

Built-in support for common tasks

Forms and Operational Flows comes with prebuilt workflows, forms libraries, and portals designed for nonprofit organizations to support the following activities:

  • Grantmaking

  • Donor advised funds

  • Vendor contracting

For more information, talk to your Sage Intacct account manager.

Requirements

Subscription

Sage Intacct Forms and Operational Workflows
Regional availability

  • Canada

  • United States