Sage Intacct· Handover
Sage Intacct implementation handover
A Sage Intacct implementation ends with documents the client signs and a trail they can rely on. superglue produces both from the work already done in the project, so handover is exporting and sharing.
How this step works
What the agent does
- Compiles the requirements, design, mapping, test and cutover documents.
- Exports them as PDF, Word, HTML or Excel with your firm's branding.
- Provides the run history of every load and sync as the audit trail.
- Documents the syncs that keep running, so the client team can operate them.
What you decide and approve
- Which documents the client signs.
- Who on the client side keeps access, and with which role.
- When the project closes.
What the client gets
- The signed project documents in your firm's branding.
- The audit trail of every load and sync.
What the Sage Intacct handover should contain
- 01
The dimension design
Why each dimension exists and how it is used, so the client can keep it clean.
- 02
Reconciliation per entity
Trial balance and open AR and AP for each entity at cutover, signed by the client.
- 03
The audit trail
Every load into the sandbox and production company, with its input and result.
- 04
A list of live integrations
Each sync with its owner, schedule and alert recipients.
“We do 40+ Sage Intacct implementations a year, and data migration used to take half our budget on every project. superglue turned our biggest cost center into something we can scope in hours, not weeks.”
Frequently asked questions
What should a Sage Intacct handover include?
The dimension design; Reconciliation per entity; The audit trail; A list of live integrations. superglue generates these from the work already done in the project.
Is there an audit trail of the implementation?
Yes. Every run is recorded with its input, each step's result and its output.
How does superglue work with our consultants?
superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.
Can we use our own implementation method?
Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.
Which systems can we migrate from into Sage Intacct?
Common sources are QuickBooks, Sage 50, Sage 100 and Sage 200, Microsoft Dynamics GP, Xero and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.
Is client data safe?
superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.
How do we start?
Start with one live Sage Intacct project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.