Sage Intacct is a cloud financial management system built for mid-size companies that need strong accounting, multi-entity reporting, and control without the complexity of a large ERP program. It brings general ledger, accounts payable and receivable, purchasing, and reporting into one system, with dimensions that let finance slice results by entity, department, location, project, and other views that matter to leadership.
The problems we see are rarely about the product itself. They are about how it has grown over time. Dimensions are used inconsistently, approvals are bypassed, integrations accumulate without documentation, and reporting becomes a monthly rebuild in Excel. Finance spends time correcting entries instead of explaining results. Month-end close drags because ownership is unclear and controls are applied after the fact instead of at entry. Leaders stop trusting consolidated numbers because two reports rarely agree.
HarjTech supports, administers, integrates, and advises on Sage Intacct for mid-size Canadian companies. We help you stabilize what you have, clean up dimensions and data, connect Sage Intacct to Microsoft 365, Power Platform, and Azure, and improve reporting and governance so the system becomes easier to run. We do not position ourselves as a certified Sage implementer, reseller, or partner, and we do not claim partnerships that do not exist. Our role is practical: understand how your finance team actually works, make the system match that reality, and keep it supportable.
Engagements typically start with a focused review of configuration, integrations, roles, and reporting, followed by a prioritized plan. You get clear ownership, documentation, and a path forward that your finance and IT teams can sustain after we leave.
Yes. Multi-entity and multi-currency reporting only works when the underlying structure, eliminations, and exchange-rate handling are defined and applied consistently. We help review your entity setup, inter-entity transactions, and consolidation approach, and recommend practical improvements that make reporting faster and more reliable. That can include clearer close checklists by entity, better use of dimensions for reporting, and improved dashboards and reports that reconcile to the ledger. We also help establish who owns each report and how it is reviewed, so leadership sees the same numbers each month. The scoping call is a good place to share which consolidated reports your team no longer trusts. Book a scoping call and we will walk through your current setup, confirm priorities, and agree on a practical next step that fits your team and timeline.
Both, depending on what you need. A fixed-scope engagement works well when the outcome is well defined — for example, a Sage Intacct health review, an integration, a reporting improvement, or a cleanup of dimensions, roles, and close processes. The scope, deliverables, timeline, and assumptions are agreed in writing before work starts. An advisory arrangement works better when you need ongoing access to senior advice, regular reviews, and help prioritizing improvements over time. Many clients start with a fixed-scope review or improvement, then move to advisory support to keep momentum. Work is led by senior consultants with a named lead who stays accountable for communication and documentation. Investment is confirmed on the scoping call once scope is clear. Book a scoping call and we will walk through your current setup, confirm priorities, and agree on a practical next step that fits your team and timeline.
Yes. Sage Intacct holds rich financial data, but standard reports do not always answer the questions a leadership team needs. We help define what each report should prove, clean up the underlying data and dimensions that feed it, and build reporting that is consistent from month to month. That can include improved Sage Intacct reports and dashboards, governed Excel reporting, and Power BI dashboards for leadership and finance. We also help establish who owns each report, how often it is refreshed, and how figures are reconciled so teams stop debating which version is correct. The goal is reporting you can use in a management meeting without rebuilding it each time. Book a scoping call and we will walk through your current setup, confirm priorities, and agree on a practical next step that fits your team and timeline.
The scoping call is a working conversation, not a sales presentation. We ask about your current Sage Intacct setup, the processes that matter most, where friction or errors are showing up, and what you want to improve in the next quarter. We also ask about your Microsoft 365 and Azure footprint, integrations, reporting needs, and who owns the system internally. You will leave with a clearer view of what is likely driving the issues, what options exist, and what a sensible next step would look like. If a fit exists, we outline a proposed scope, timeline, and working arrangement for your review. If not, we will say so and point you toward a more suitable path. Book a scoping call and we will walk through your current setup, confirm priorities, and agree on a practical next step that fits your team and timeline.
Sage Intacct is often strongest when it is connected cleanly to the rest of your Microsoft environment rather than treated as an island. We help connect it with Microsoft 365 for document handling and approvals, Teams for notifications and collaboration, SharePoint and OneDrive for controlled document storage, and Power Platform for approvals and lightweight automation. Where appropriate, we also connect it with Azure services for secure integration and reporting. Our focus is on supported, maintainable integrations with clear ownership, documentation, and error handling — not fragile links that only one person understands. On the scoping call we map your current integrations and identify which connections will remove manual work and reduce risk. Book a scoping call and we will walk through your current setup, confirm priorities, and agree on a practical next step that fits your team and timeline.
Big Four firms bring scale and formal methodology, but mid-size companies often find that model heavy, slow, and expensive for ongoing support and targeted improvement. Vendor services teams know the product deeply, but their incentive is to keep you inside their own product and services. HarjTech sits in the middle: senior advisory and support sized for a mid-size company, with attention to how Sage Intacct works inside your Microsoft stack rather than as a standalone product. We advise on what to fix, what to leave alone, and when to involve the vendor or a specialist partner. We document decisions, keep governance practical, and work directly with your finance and IT leaders. The scoping call is where you can judge whether that working style fits your team.
Yes. Takeovers are a common starting point. We begin with a structured handover review: current configuration, dimensions, integrations, roles, open issues, and any documentation from your previous provider or internal administrator. We then agree on support boundaries, response expectations, escalation paths, and who owns what going forward. If documentation is thin, we rebuild the essential record — what is configured, what is integrated, and what should not be changed without approval. We coordinate professionally with your outgoing provider where needed so knowledge is transferred. The scoping call is the right place to discuss timing, access, and how to make the transition orderly. Book a scoping call and we will walk through your current setup, confirm priorities, and agree on a practical next step that fits your team and timeline.
Yes. Many mid-size companies do not need to replace Sage Intacct — they need cleaner structure, better controls, and reporting that leadership can use without rebuilding it each month. We start by reviewing how Sage Intacct is configured today, where workarounds and spreadsheets have crept in, and which processes are creating errors or delays. From there we prioritize fixes that reduce rework and improve confidence in the numbers, such as tightening dimensions and chart of accounts, clarifying approvals, and improving close discipline. Larger changes are sequenced so day-to-day operations are not disrupted. The scoping call is where we agree what is in scope, what stays as-is, and what success looks like before any work begins. Book a scoping call and we will walk through your current setup, confirm priorities, and agree on a practical next step that fits your team and timeline.