Tallie+Intacct Webinar: Automated Expense Management

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1.800.592.5144 www.usetallie.com

TALLIE+INTACCT WEBINAR

Today’s Tallie Webinar

Presenters Julies Carman VP, Business Development

Tallie

Justin O’Neill Director, Business

Development Tallie

§  Can cloud accounting really create revenue opportunities?

§  The Future of the Accounting Industry

§  Best Tools and Practices to thrive

§  How Tallie+Intacct integration syncs in real time

§  Demo: Tallie+Intacct Workflow

§  Q&A

§  Wrap Up & Thank You!

WEBINAR AGENDA

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YES!

Today: Can cloud accounting create revenue opportunities?

TALLIE+INTACCT WEBINAR

Cloud Accounting: Cloud Usage

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2013

Yes No

52.4% 47.6%

2014

Yes No

25.2%

74.8%

Source: Cloud Technology Institute

Cloud Accounting: Total Addressable Market

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•  73% currently use SaaS Model; 83% intent to use SaaS •  Revenue generators:

•  Workflow simplicity •  Cost Reduction •  Collaboration

•  Within organization •  Across departments •  Customers and vendors

•  Concerns…yet: •  Security •  Integration •  TCO •  App Performance

Source: Cloud Technology Institute, Accounting Today, Inc.com

Cloud Accounting: Expected Benefits

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✓ Lower costs •  Save $20k+/year annually from the switch to cloud

✓  Managing financials anytime and anywhere ✓  Real time visibility into data

✓  Integration – realizes value faster while lowers TOC ✓  Pipeline of data with almost zero data entry ✓ Cloud tools allow for more collaborative client/customer work

•  Same system simplifies software management •  Automated updates vs. license upgrades, patches, etc •  Spurs high margin advisory work

•  Outsourcing business processing is at it’s highest demand •  2010: 24%; $6.6B •  2015: 39%; $15B

Cloud Accounting: The Future of the Industry

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w  85% of CPAs and CFOs feel that moving to a paperless system is a

top concern

w  65% of CPAs and CFOs are motivated to move to the cloud by the savings in money and staff time

w  92% of organizations using cloud-based planning tools have seen improved results, demonstrating that early adopters are already winning

Sources: Dimensional Research study of 541 financial executives; CFO/CPA Survey, August 2014

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Best Practices to Thrive: Creative Innovation

File Cabinets Paper everywhere Manual Process Physical Brochures/Publications

BEFORE THE CLOUD CLOUD

MINUTES

Online Data Storage E-Workflows Mobile Social Media, blogs, tweets

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Best Practices to Thrive: Organization’s DNA: Cloud, Mobile, Connected

•  Access financial data from any device

•  Execute accounting workflow from anywhere

•  Communicate across multiple locations

•  Full transparency on demand

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Best Practices to Thrive: Current Customer-base is your pot of gold ✓  Continue to focus and expand your current vertical markets ✓  Evangelize the advisory services

•  Tax and Audit clients •  Internally to other offices

✓  Referral Program

•  Internal •  Partners •  Vendors

Tallie + Intacct Product Demo

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Audience Q&A

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To Learn More:

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http://www.intacct.com

http://tallie.com

Thank You!