Skip to content

Support Center

Explore FAQs, guides, tools, and expert resources

Welcome to the Perceptive Data Support Center. Your go-to resource for getting the most out of Sage Intacct, Sage 300 and our services. Whether you are looking for quick answers or in-depth guides, we’ve got you covered.

Frequently Asked Questions

  • A: If you are struggling with outdated systems, limited access to real-time data, or managing multiple locations, a cloud-based accounting solution like Sage Intacct can streamline operations and improve decision-making. Cloud accounting enables real-time visibility into your financials, offering greater flexibility, security, and operational efficiency.
  • Running a company without reliable financial visibility is like driving without a speedometer. That’s why a cloud-based accounting system like Sage Intacct is such a critical investment for businesses today.

Take our Product Quiz

Learn more about Sage Intacct

  • A: If you’re managing multiple entities and dealing with inter-entity transactions, you know how difficult it can be to get an accurate, consolidated view of your financials, especially when your entities operate in different base currencies.

    Sage Intacct makes this process simple. With predefined elimination accounts, you can run a full consolidation across multiple entities and currencies in just minutes.

    What used to take days now takes only a few clicks.

Learn more about Sage Intacct

  • A: Yes. In fact, cloud hosting provides greater security than traditional on-premise systems. Data is encrypted and backed up across multiple secure locations to reduce risk from hardware failures or disasters.

    Secure remote access also minimizes risky behaviors, like using USB drives or email for file sharing.

Contact us for more info

A: Absolutely. Sage Intacct offers a powerful API that allows for third-party integrations and a Marketplace with hundreds of pre-built integrations. 
We have also developed many custom integrations and can work with you to ensure a seamless connection with your existing software tools.

Learn more about Sage Intacct

  • A: Our Sage Intacct implementation includes personalized onboarding designed around your team’s workflows and business processes.

    We take the time to understand how you operate and guide you through the most efficient ways to use Sage Intacct for your specific needs. This includes hands-on walkthroughs, best practices, and tips to help you get the most out of the platform.

    You will also have access to Sage Intacct’s extensive support library — including step-by-step how-to documents, short video tutorials, and community forums. For deeper learning, Sage University offers structured courses on a wide range of topics to support both new and advanced users.

Learn more about our Training and Support

  • A: It depends on the solution you’re using:

Sage Intacct is a fully cloud-hosted accounting platform, so there’s no need for local installation or on-premise servers. You can access it from any device with an internet connection.

Sage 300 is typically an on-premise ERP system, which means it usually requires local installation and server setup, though cloud-hosted options do exist through select hosting providers if desired.

A: Yes, we offer Sage Intacct customization options tailored to your business processes, reporting requirements, and industry. 
We are happy to consult with you about your industry-specific needs and implement any necessary customizations to ensure the system works for your business.

Contact us for more info

Learn more about Sage Intacct

  • A: SImplementation timelines vary, but most cloud-based systems like Sage Intacct are deployed faster than traditional ERPs.
    With no servers to configure and a proven implementation process, you can expect to be up and running quickly and start seeing results sooner. 

Learn more about Sage Implementation 

Learn more about Soft Go-Live

Learn more about Sage Intacct

A: Yes. We help clients resolve data discrepancies, optimize system setups, and navigate audit trails.
Sage Intacct’s audit functionality provides clear visibility, and our team is here to help you make sense of the details.

A: Yes. Sage Intacct offers data import/export capabilities, and depending on your requirements, the Data Delivery Service may be available.
We are happy to review your needs and guide you through the best approach for data migration.

Contact us for more info

  • A: Sage Intacct supports a wide range of third-party integrations through its open API and online Marketplace.
    Whether it’s POS, payroll, CRM, or other operational systems — we can help you identify and implement the right integrations for your workflow.

Learn more about System Integrations

Learn more about Sage Intacct

  • A: Yes. We can help you transition from your current system to Sage Intacct.
    If you’re migrating from Sage 300, we also offer a “Soft Go-Live” approach to ensure a smooth and low-risk switchover.

Learn more about Sage Intacct

Learn more about Soft Go-Live 

  • A: Sage Intacct offers a robust online library of how-to articles, video tutorials, and detailed support documents. We’ll walk you through how to access these resources so you can find help anytime you need it.
  • For more structured learning, Sage University provides a wide range of courses for users at every level.
  • We also have some helpful links and materials directly on this page within the Perceptive Data Support Center, providing quick access to the tools and support materials you need.
  • For deeper insights, visit our Blog page for tips, industry news, and best practices.

Need immediate help? Contact us! — we are here to assist you.

  • A:

    We specialize in working with clients in hospitality, distribution, and professional services, but our experience extends across many other industries as well.

    Cloud accounting software is used by companies of all sizes, across a wide range of industries and locations. With financial data at the core of every organization, the benefits apply across all industries.

  • Learn more about Sage Intacct 

Need more help?

Use our quick contact form to ask a question, and we’ll point you in the right direction.

Learn & Explore

The resources you need to get up to speed and make better product decisions.

Sage Software Decision Guide

A practical guide to help you compare Sage Intacct and Sage 300. Understand key features, deployment differences, and which solution best fits your business needs.

 

Sage Software Recommendation Quiz

Answer a few quick questions about your business, and we’ll recommend whether Sage Intacct or Sage 300 is the best fit based on your needs.

 

Soft Go-Live Video Overview

A short video explaining the purpose of a soft go-live, what to expect during the process, and how it helps ensure a smoother full launch.

 

Soft Go-Live Infographic

A quick visual overview of what a “soft go-live” means, why it matters, and how it sets your Sage implementation up for success.

 

Success Story : Charcoal Group of Restaurants

Discover how Perceptive Data helped Charcoal Group of Restaurants save time, reduce complexity, and scale smarter by switching to Sage Intacct.

 

Latest Insights

cloud service providers

Understanding Cloud Service Providers

  • 5 min read
Understanding Cloud Service Providers: Simplifying the Future of Computing What is a Cloud Service Provider? A cloud service provider (CSP) is a third-party company that offers cloud-based services, allowing businesses...

Get in Touch

Reach out to start a conversation.

We’re here to help!

Name