Advanced Allocations

Baker Tilly’s Advanced Allocations module helps you streamline period-end allocations with greater accuracy, transparency, and confidence in your financial data. Gain a more detailed, multidimensional view of your revenue and expenses to support better decision-making without relying on spreadsheets or manual journal entries.

Eliminate time-consuming allocation processes and reduce errors with automated, rule-based allocations built directly in Sage Intacct.

Key Benefits:

• Accelerate period-end processing while improving accuracy and consistency
• Allocate across multiple dimensions simultaneously using flexible financial and statistical drivers
• Automate reversals and run allocations in sequence, allowing results to feed subsequent allocations
• Allocate groups of accounts in a single step
• Post allocations to GAAP books or separate management reporting books
• Increase transparency with detailed audit trails and calculation support for each allocation
• Strengthen governance and control with allocation-level permissions and configurable journal entry status (draft or posted)
• Easily allocate costs and revenue across multiple legal entities with precision and control
• Reduce reliance on spreadsheets and manual processes
• Simple, single-page user interface
• Built on Sage Intacct and integrates natively like any add-on module

Requirements:

Price:
Please contact for pricing.

Integration Approved Countries:
Australia; Canada; Ireland; New Zealand; South Africa; United Kingdom; United States