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    Custom Software Development & Integrations

    There's no limit to what your accounting system can do when you choose Baker Tilly.

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    For your needs

    Baker Tilly has completed more than 300 custom development projects to help our customers realize the future of finance and accounting. Consider the possibilities of what you could add to your finance and accounting technology stack:

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    Customizations Build what your software still needs With custom development from Baker Tilly, we can help you fill gaps in features or functionality that keep your existing finance and accounting from being perfect for your needs. Whether it’s a usability enhancement like a button, workflow automation like a trigger or full applications with their own unique objects and workflows, we’ll build your solution natively in Sage Intacct so you never have to worry about it breaking.
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    Connections Integrations provide maximum efficiency Baker Tilly’s development team has deep experience integrating Sage Intacct with a variety of best-in-class and industry-specific applications which gives you the best end-to-end efficiency. We can help you connect your external applications such as FieldFX, ServiceTitan, Salesforce, Jira, Clarizen and more. If you can’t find what you need in our standard integrations, we can build a custom one for you.

    How we help

    Baker Tilly’s development team can help you supercharge your finance and accounting technology. To inspire you, here are just a few examples of how we’ve helped companies achieve the highest return on investment.

    Usability enhancements
    Workflow automation
    Integrations
    Custom applications
    Custom reports & visualizations
    Change the way Sage Intacct looks and behaves

    • Change field labels and layouts on a standard screen, or even hide unneeded fields completely

    • Add a check-sum to the AP Bill screen

    • Add a custom button to the page that performs special actions based on the data on the page (such as Create Journal Entries)

    • Auto-populate data into fields

    • Live in-screen data validations (ex: check the Bill Number against all existing bill numbers in the system during data entry)

    • Automate repetitive tasks
    Create schedules or triggers

    • Create a journal entry to a bookings account each time a sales order is posted

    • Import a file of vendor invoice data and automatically perform 3-way match, converting existing purchase order lines and validating price differences to a tolerance

    • Mass convert order entry sales orders to invoice transactions

    • Pull related data onto a sales invoice after posting for invoicing purposes (printed formats, subtotal calculations, etc.)

    • Create dimension records, automatically, when specific in-system events occur
    Connect to external applications through integrations

    • Sync employee and related master data from a payroll application

    • Create sales orders in Sage Intacct from a field service system and send new items and customers to the field service system when they are created in Sage Intacct

    • Customize Sage Intacct Salesforce sales order synchronization based on company-specific criteria

    • Pull non-personal procedure codes and sales information from medical billing system to journal entries

    • Generate payments to a credit card payment gateway from the sales invoice and receive/apply payment information in return
    Build integrated, custom applications

    • Period-End Allocations

    • Joint Interest Billing

    • End-to-End Food Commodity Trading

    • Asset Scheduling & Repair Ticketing

    • Crew Timesheet Entry
    Dashboards with special visualization or reporting options

    • SaaS Intelligence Dashboard

    • Asset mapping via Google Maps with drill-down capability

    • PO accrual summary report

    • Billed/Unbilled deferred revenue reports from OE (prior to Contracts)
    Baker Tilly Solutions

    Read about products that we can implement for you today. You can eliminate manual, error-prone processes with Baker Tilly's Software Development and Integration products and services.

    TouchPoint CRM Integration

    For TouchPoint CRM users, this integration makes it easy to automatically inject your CRM data into your Sage Intacct system.

    Baker Tilly TouchPoint Integration Screen

    Click image to view larger

     

    Reconciliation manager

    Account reconciliation is important for any company wanting to maintain accurate financial records. When the Accounts Receivable and Accounts Payable balance sheet accounts do not reconcile with the subledger, it can be a significant undertaking to find the source of the variance. This tool helps users identify and correct potential coding or posting problems.

    Monthly Subledger Account Summaryhttps://www.accttwo.com/hubfs/2021%20Assets/Images/Monthly%20Subledger%20Account%20Summary.png

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    Visual configuration

    Connecting your desired CRM data to Sage Intacct is simple. Using a visual mapping tool, you can configure which TouchPoint fields you want to connect to Sage Intacct.

    Flexible field mapping

    Eliminate the need for import/export templates with flexible mapping. Even if your TouchPoint fields are custom to your church, you can easily map your data to the right place in Sage Intacct.

    Automated deposit reconciliation

    The TouchPoint integration groups your transactions from a batched bank deposit together for you. No more having to hunt or guess which transactions are in each batch. Reduce your bank deposit reconciliation by hours.

    Increased internal controls

    Your finance data will be more traceable and easier to audit because your transactions will have the utmost detail. Ultimately, your reports and dashboards will be even more trustworthy and actionable.

    Single source of truth

    Achieve a single source of truth by combining the GL and Subledger reports onto a single screen, eliminating the need to run separately and manually compare.

    Multiple search methods

    Choose from different search methods to finding transactions causing discrepancies in AP and AR period reconciliations. Automatically identifies common posting issues such as transactions posted outside of the respective subledger.

    Automatic coding

    No more manual coding. Reconciliation Manager automatically codes opening AP and AR balances to the respective Vendors/Customers.

    Multi-period comparison

    Easily compare multi-period General Ledger balance versus open subledger balance all on one screen.

    Getting started is easy

    We will match you with the customization or integration solution that truly fits your requirements and growth plans. By following our rigorous engagement model, you’ll get access to faster financial results, time-saving technology and the best-in-class service you deserve. Getting started is easy. Schedule time to speak to one of our guides today!

    Speak to a knowledgeable guide

    From our clients

    “We've been able to attack problems more quickly because we see the data more clearly.”

    Israel Askew, CFO
    EMSI

    Explore more

    Baker Tilly curates, integrates and optimizes the right technology stack for your organization. We layer in our own proprietary “last mile” solutions. And we offer these technologies either via a Software-as-a-Service delivery model, where your own Finance function manages the day-to-day use of the technology or via a Finance-as-a-Service delivery model where we run your accounting operations and provide the outcomes you need.

    Here are some additional resources that may help you find solutions for your challenges. Or schedule a discussion to go over your needs and goals now.

    Request a Demo

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