Software and migrations
Sage Intacct support
Setup, cleanup and ongoing bookkeeping inside Sage Intacct or Sage 50, including dimension structure, multi-entity consolidation and the GST/HST and inter-company reconciliations that keep a Canadian multi-entity close on schedule, whether the group is entirely domestic or spans a Canadian entity and a US or international parent.
Migration checklist
Illustrative client · August 2026
CAD
- Old file backed up with full historyDone
- Chart of accounts mapped line by lineDone
- Opening balances agreed to the old fileDone
- Bank feeds connected and testedIn progress
- First month closed in the new softwareNext
Illustrative. An example of the document, not a client's figures.
Two different Sage products, both common in Canada
Sage 50 is widely used by established small and mid-sized Canadian businesses that have run it for years and are not ready to move platforms. Sage Intacct sits at the other end, used by multi-entity groups and businesses with US or international operations that need real consolidation. We support both: Sage 50 setup, cleanup and reconciliation for the smaller end, and Sage Intacct dimension structure, consolidation and reporting for the larger one.
Multi-entity consolidation done right
For a group with a Canadian entity and one or more affiliates elsewhere, dimension structure gets reviewed against how the business actually reports, by department, location or class, and consolidation gets set up so inter-company balances eliminate cleanly rather than leaving a plug that someone has to explain at year end. Bank, card and inter-company reconciliations run each period, and recurring journal entries and allocations get configured so they do not need rebuilding every month.
GST/HST inside a multi-entity structure
Where GST/HST applies at the Canadian entity, that tax gets tracked at the entity and dimension level it actually belongs to, not blended into a group-wide number that then has to be unpicked before a return can be prepared. Custom reports get built for the metrics management reviews, whether that is entity-level margin, project profitability or a consolidated view across the group.
Migrating into either platform
Whether the move is into Sage 50 from a spreadsheet or into Sage Intacct from a smaller platform, historical data gets imported and tied out to the prior system before the old file is retired, and a written handover memo covers what changed.
Questions
Frequently asked questions: Sage Intacct support
Do you support Sage 50 as well as Sage Intacct?
Yes, we work in both. Sage 50 for established small and mid-sized businesses, Sage Intacct for multi-entity groups needing consolidation.
Can you support a multi-entity Sage Intacct consolidation involving a Canadian entity?
Yes, including inter-company eliminations and entity-level reconciliations rolled into one consolidated set of reports.
Do we need our own Sage licence?
Yes, you own and license the platform. We work inside your instance.
Can GST/HST be tracked separately at the entity level in a consolidated Sage Intacct instance?
Yes, dimension structure gets set up so GST/HST tracks at the entity that actually collects it before consolidation rolls the numbers up.
What exactly is included in sage Intacct support?
Dimension structure reviewed against how the business reports by department, location or class, and multi-entity consolidation set up and reconciled between entities. This work runs inside Sage Intacct or Excel, whichever your business already has in place, and it rolls into your regular monthly close rather than sitting off to the side as a separate, unreconciled process.
Can you support a multi-entity Sage Intacct consolidation?
Yes, including intercompany eliminations and entity-level reconciliations rolled into one consolidated set of reports.
Do we need our own Sage Intacct license?
Yes, you own and license the platform. We work inside your instance.
How do we get started with sage Intacct support?
Getting started with sage Intacct support begins with a short review of your current records and software access. Once that is done we confirm scope and timing in writing, and ongoing work begins on the schedule agreed with you.
What if our records for sage Intacct support are not up to date?
If your records are behind, we scope a catch-up first so sage Intacct support starts from a clean, reconciled base. That catch-up is priced and timed separately from the ongoing engagement, so you always know what each part costs.
Related services
- Software and migrationsNetSuite implementation supportHands-on support around a NetSuite implementation or an existing instance: chart of accounts design, module configuration review and the ongoing bookkeeping work once the system is live.
- Close & reportingMonth-end closeA repeatable monthly close that ties every account back to source records and hands you a finished set of financials on a predictable date each month.
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.