Health Check Evaluation
Get a health check evaluation.
Everyone needs a checkup every now and then. Even your financial system.
If you're looking to get the most out of your Intacct investment, a bi-annual Health Check evaluation is the perfect solution. Every six months, a Customer Success Manager will sit down with you to evaluate your current needs and requirements to optimize your use of Intacct.
The Intacct Health Check consists of:
- An initial phone call between you and an Intacct Customer Success Manager to identify your goals and any current issues.
- A review of your current Intacct subscriptions, configuration, and preferences.
- A review of your users and their respective user permissions.
- A review of the configuration of your transaction definition.s
- A review of your use of dashboards and reporting, including a review of several financial reports that include your balance sheet, income statement, and statement of cash flows.
After the review, Intacct will provide you with a comprehensive report of our findings along with a clear set of recommendations.
To sign up for your Health Check evaluation please contact us.
