Sage Intacct Premier Partner — South Africa
    Bo Gartner
    All services
    02

    Optimisation & Health Checks

    Already on Sage Intacct, not getting the value? We assess, prioritise, execute.

    Optimisation is the engagement most Sage Intacct customers actually need — not a re-implementation, not a tool replacement, but a sharpened version of what you already own. Bo Gartner runs three-week diagnostics that produce prioritised remediation plans, then we deliver them.

    A Sage Intacct deployment that was right two years ago might not be right today. The business grew, processes changed, the original consultants moved on, the chart of accounts drifted, the reports got patched in Excel. Optimisation work returns the platform to a clean operating state and unlocks the value the original implementation promised.

    Scope

    What an optimisation engagement covers

    • 01

      Implementation health check

      Three-week diagnostic across configuration, controls, reporting, user adoption. Output is a prioritised remediation plan.

    • 02

      Reporting rebuild

      Replace fragile Excel reporting with native Intacct dashboards, custom reports, and Smart Lists tied to dimensions.

    • 03

      AP automation

      Move from email PDFs to scan-to-pay: capture, coding, approval, disbursement automated end-to-end.

    • 04

      Revenue recognition

      ASC 606 / IFRS 15 contract billing and revenue recognition configured for SA SaaS and professional services.

    • 05

      Close acceleration

      Re-engineer month-end into a controlled, automated close. Most clients halve their close in 90 days.

    • 06

      Release management

      Sage Intacct ships four releases a year. We test new features, configure what matters, steer you past what doesn't.

    Delivery method

    How an optimisation engagement runs

    01

    Diagnostic

    Three weeks: review of configuration, controls, reporting, adoption. Interviews with finance, AP, billing, business users.

    02

    Remediation plan

    Prioritised list of fixes, ranked by impact vs effort. Quick wins separated from longer architectural moves.

    03

    Execute

    We deliver against the plan, in phases. Each phase has acceptance criteria and a sign-off from your finance lead.

    04

    Embed

    Training on the new configuration; documented handover; ongoing managed support if useful.

    Why us

    Why this lands cleanly with Bo Gartner

    • We start from what's working, not from what's missing. No rebuilds for the sake of it.
    • Prioritisation is honest: high-impact / low-effort first, big-bang last.
    • Most engagements pay back in finance hours within 90 days.
    • We work alongside your existing AP / AR / Billing team — not over their heads.

    Common questions

    Frequently asked

    If your chart of accounts still makes sense, your dimensions are usable, and the system runs the day-to-day — optimisation is the answer. Re-implementation is only the right answer when the original design is irretrievably wrong, which is rare.

    Health check engagements run R80,000–R150,000 depending on scope (single-entity vs multi-entity, number of integrations to review, depth of user-adoption assessment).

    Yes. We do partner transitions regularly. The handover includes a configuration audit, a knowledge transfer session with your team, and a documented runbook of your environment.

    Most often we rebuild them natively in Sage Intacct so they update in real time and the spreadsheet retires. Where the spreadsheet has irreplaceable logic (rare), we replicate it inside Intacct rather than leave a parallel system.

    Ready to talk specifics?

    Tell us about your finance team's reality. We'll come back with an honest read on fit, timeline, and price within one business day.

    Book a consult

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    Integrations

    Integrations

    Sage Intacct integrations built for the South African stack — Salesforce, HubSpot, SimplePay, PaySpace, FNB / Standard Bank / Nedbank / Absa, Stripe, Paystack, Yoco.