Data Sheets

02 Find out how the Sage Intacct cloud financial management solution streamlines operations and provides real-time insights, boosting productivity and growth. Take the nex t step S A G E I N T A C C T - Z U O R A C O N N E C T O R • Enable revenue analysts to eliminate duplicate data entry between subscription management and finance systems to save time, reduce errors, and process a higher volume of transactions—without adding headcount. • Enable controllers to automatically calculate accurate, real-time revenue recognition, deferred revenue, and renewals, without pulling data from multiple sources. • Provide your board and executive team with real-time visibility into key financial and business metrics to improve decision-making. The Sage Intacct-Zuora Connector, as part of a complete solution with Salesforce CRM, delivers unique benefits that no other solution can match. Integration with Salesforce: Leverage your front office investments with out-of-the-box integration with Salesforce enabling you to unify and manage the customer lifecycle from lead to order-to-cash to renewals. Subscription pricing and packaging: Deploy or customize more than 30 different pricing models, including per-user or pay-as-you-go using any unit of measure. The connector also supports simple overage, tiered overage, in-advance, in-arrears, discounts, and more. Integrated order-to-cash process: Support for high-touch, assisted business-to-business (B2B) commerce as well as low-touch, high-volume business-to-consumer (B2C) subscription commerce. Decoupled billing and revenue recognition: Generate bills using specific customer or product requirements while still complying with revenue recognition guidelines. Billing automation for B2B and B2C: Perform high-volume billing on a scheduled, recurring basis, including automated billing consolidation for hierarchical subscription relationships. Key features Consolidated invoicing: Consolidate invoices for one-time billing, recurring billing, and project-based billing, as well as for complex hierarchical subscription relationships. High-volume payment automation: Leverage pre-built integration with 14 gateways and processors to automatically accept PayPal, credit card, debit card, and direct debit payments in more than 100 countries. Configurable revenue recognition: Configurable revenue recognition templates and rules for each individual contract or order line item let you easily defer the timing of recognition based on fulfillment status for each item. Multi-entity financial consolidation: Rapidly summarize and reconcile a high volume of transactions and gain real-time visibility into Accounts Receivable and collections across multiple entities and currencies. Reports and dashboards: Gain real-time insights into key subscription metrics—such as churn, lifetime value, or cost to acquire—and measure the true value of subscriber relationships. © 2017 Sage Intacct, Inc. All rights reserved. The Sage Intacct logo is a trademark of Sage Intacct, Inc. All other trademarks are the property of their respective owners. 10.17 www.sageintacct.com 877.437.7765

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