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BTerrell SmartCare for Sage Intacct

As a Sage Intacct partner, we provide implementation , integration development, report & dashboard design, and more; all within one affordable subscription fee to help your business grow.

Jci Cheong

June 22, 2026

0 min read

BTerrell SmartCare for Sage Intacct

Starting something new always overwhelms. A learning journey need not be a traumatic one. Hence, some good guidance goes a long way. SmartStart brings 36 years of experience and best practices to configuring Sage Intacct. The average person will go through this experience 3 or 4 times in their career. We do it 3 or 4 times a month. BTerrell SmartCare Members benefit greatly by that.  

With SmartStart, here’s what you get:

  1. Defining how to setup Sage Intacct  
  1. Designing and configuring what works for your organization’s core data
  1. Assistance in data migration from your previous system into Sage Intacct
  1. Preparing and training your staff members for a successful go-live
  1. Continued support for 45 days until your organization transitions to SmartAssist.  

SmartAssist for Sage Intacct Support

After a successful SmartStart phase, SmartAssist ensures your organization continues to receive the needed help. Professionals come and go, business processes change, industries and economies evolve. SmartAssist removes all the friction from getting the help required to respond to current and future changes and challenges. We cover everything you need to realize the outcomes you desire from your Sage Intacct subscription.

The following services are what we cover in SmartAssist:

  1. Sage Intacct configuration and reconfiguration (because life happens!)
  1. Continued training for the staff in your organization
  1. Implementation of newly subscribed modules
  1. Conversion of your organization’s newly acquired or created entities to Sage Intacct
  1. Sage Intacct user and role management
  1. Access to BTerrell’s SmartCare Marketplace Partner Products at no additional charge (BTerrell SmartEFT, BTerrell Smart Billable Expenses, BTerrell SmartRefund)
  1. Sage Intacct platform and web services technical advice for your organization's internal development efforts

What’s more? SmartAssist removes professional service time and budget boundaries from getting guidance, troubleshooting, and training for BTerrell SmartCare Members.  

SmartReports for Sage Intacct Reporting

Decision makers choose Sage Intacct because they want to make fully informed financial decisions possible. However, getting the reports and dashboards designed and built to deliver on that promise gets lost in the urgency of everyday activity. SmartReports closes that gap by delivering reports and dashboards you can depend on for as long as you subscribe to BTerrell SmartCare.

With SmartReports, you have access to these services:

  1. Design and development of reports using
Reporting Tools Description
Dashboard Development Tool Used to build role-based landing pages decision makers require to catch up on current cash positions, AR customer aging, or project budget to actual comparisons running over budget. We tailor these to any industry.
Financial Report Writer Used to build standard financial statements from the General Ledger to create monthly P&L, balance sheet, and statement of cash flows. This statement can be sliced by department or location.
Custom Report Writer Used to build structured query results or operational reporting by pulling data from AR, AP, Purchase Orders, Contracts, and Sales Orders.
Interactive Custom Report Writer (if subscribed) Used to build interactive reports allowing you to filter by dimensions and drill down to individual transactions for answers to specific follow-up questions.
  1. Consultation on filter and format modifications to Standard Reports and Lists
  1. Delivery of report and dashboard development services

Sage Intacct implementation and support are made easier under one BTerrell SmartCare subscription. With this, there is no capped limit on the support your organization gets. Discover further here to find out how we can design a better experience using Sage Intacct.

The path to streamlined, secure accounting processes is only a click away.

Explore how BTerrell’s team of experts, along with Sage Intacct and our range of customizable products, can enhance your accounting processes and unlock growth.

Book A Demo