Has Your Business Outgrown Xero?


  • Lack of Visibility
  • Too Many Manual Processes
  • Lack of Scalability


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5 Common Signs that you’ve outgrown Xero

Xero Upgrade - Lack of visibility
Lack of Visibility
You may be finding that reporting is extremely time-consuming for you to produce, you are mainly reporting in spreadsheets or you struggle to get in-depth or real-time information across companies, customers, products, contracts, or projects.
Xero Upgrade - Manual processes
Manual Processes
Are your processes overly manual and inefficient? Are you struggling to manage contract invoicing, revenue recognition or consolidations? If you think of the hours you are spending managing these processes, I am sure you could think of more valuable ways to spend that time.
Xero upgrade - scalability issues
Scalability Issues
If your system is slow or struggling to manage volumes of invoices, purchase transactions or bank statement lines, Xero has known limitations of up to 1000 invoices per month which can be quickly outgrown. If you are starting to come close to these limits, it is time to consider your options.
Xero upgrade - data integrity
Data Integrity
Are you constantly having to check and reconcile because you do not trust your data? Do you worry that things have been changed without your knowledge? Perhaps you want to be able to track changes in your data and have validation on information entry, if so then it is time to think about what you need to keep control of your growing business.
Xero upgrade - data in spreadsheets
Data in Spreadsheets

Is your data is stored outside of the system perhaps in spreadsheets or are you manually passing data from one system to another? Xero has known limitations on API calls which can limit what you can import or perhaps you are filling in the gaps of functionality with yet another spreadsheet. We all know the dangers of storing data in spreadsheets.

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Free eBook

Life After Xero


Download our free eBook to learn what life after Xero looks like. Within the eBook you will learn:

  • When is the right time to find a new solution?
  • What options should you consider?
  • What are the benefits of Cloud Accounting?
  • What are the hidden costs of waiting to upgrade from Xero?

Auvik made the decision to move away from Xero due to its lack of multi-entity consolidation and the customised reporting functionality that they needed. After making the switch to Sage Intacct they achieved the following results:

Gained new insights and agility to help fuel rapid growth

Department heads receive on-demand ‘Budget vs. Actuals’ reporting

Eliminated 1 day of getting budget data to the General Ledger

New rolling forecasts that cut 1 week of manual work each month
“Sage Intacct gives our department heads a much better idea of how much money they have left, whether they’ve been overspending or underspending, so they can see variances and make better decisions faster.”
Chaoran Wang, FP&A Manager, Auvik
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Why are Xero users switching to Sage Intacct?

Automate your revenue recognition


Revenue recognition helps businesses gain an accurate overview of their financial position and can save you hours on manual journal entry. Xero requires a third-party integration in order to have revenue recognition capabilities. Sage Intacct has this functionality straight out of the box.

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Unlock next-generation financial consolidations


Xero’s multi-currency functionality is restricted to certain regions, promoting a ‘single ledger’ approach. It lacks the ability to view and manage multiple entities on one interface, making it extremely difficult for users that have entities in foreign countries and need global consolidation.

Sage Intacct allows users to view and consolidate data from multiple locations, whilst also providing a shared chart of accounts across multiple-entities.


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Gain insight through real-time reporting


Xero’s general reporting capabilities are good until you want to examine them in more detail and drill down to do some analysis. Xero lacks powerful, templated reports that are easy to use and customise with limited drill down functionality and lack of strong dimensional reporting due to its sparse tracking categories.

Sage Intacct boasts its powerful reporting functionality. It gives you the ability to turn data into insight by allowing you to slice and dice the details that you need, dive deeper into analysis using custom reports, dashboards, and visualisations, analyse real time business performance by drivers and out of the box dimensional reporting across 10 pre-defined dimensions.


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Out of the box, real-time integration with Salesforce


Xero lacks an out of the box integration with Salesforce, instead, it relies on third-party integration which lacks in functionality.

Sage Intacct has a full, out of the box, real-time integration with Salesforce; with powerful financial reporting, the ability to sync products and invoices across platforms, chatter integration and Sage Intacct reports embedded within the Salesforce screens.


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Powerful Contract & Subscription Billing


Subscription management cannot be achieved in Xero without third-party integration. Unfortunately, Xero does not offer this functionality as standard.

Sage Intacct offers powerful subscription management functionality out of the box. With streamlined contract and subscription billing lifecycles, automated pricing and billing models and the ability to integrate your billing with automated revenue recognition.


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Close the books faster


Sage Intacct can help you reduce your close time by up to 79% so you can get your life back. Whether you spend your time working on complex company consolidation across multiple entities or manually post accruals and recognition journals, Sage Intacct can help you automate and streamline these processes.

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Automate your project accounting and improve your project profitability


Sage Intacct's Project Accounting solution gives you visibility and confidence in your projects. It provides powerful reporting and dashboards to help you stay on top of your progress, Tracking functionality to ensure profitability, Automation allowing you to save time and money and Resource Management enabling you to ensure the right resource is placed on the right projects.

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Sage Intacct is a Powerful and Successful Cloud Accounting Solution


Boasting the highest customer satisfaction rating in its industry on G2, Sage Intacct helps your business unlock its full potential. Built on powerful core financials, Sage Intacct customers achieve on average, 250% ROI and an extra 65% productivity boost for the finance teams, with the software paying for itself within 6 months on average. Sage Intacct is a flexible platform, allowing you to easily adapt the system to the way your business works and also integrate with other Cloud-based solutions such a Salesforce.
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Sage Intacct wins Big Innovation award 2021

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Ready to see Sage Intacct in action?

25-Minute Demo

Grab a coffee and take a look at our on-demand Sage Intacct demo. This demo is 25 minutes long and will give you an overview of the features of Sage Intacct and how it can benefit your business. Just fill out the form below to start watching.

Why choose itas as your Sage Intacct partner?


At itas, we believe in working in partnership with you to deliver the perfect solution that you want and need for your business. As a multi-award winning Sage Partner, and the Sage Intacct partner of the year (as awarded by Sage!), our approach is to help you maximise technology to transform the way you work.

  • We really know our stuff
  • We take the hassle away with effective project management
  • We help you get up and running quickly with training that delivers results
  • We are good people to work with that genuinely care about your business
  • We are just a phone call away with no automated queues
  • We are big enough to deliver, but small enough to care
  • We will ensure a smooth transition from your old platform to your new

The change to any new platform is a journey, and we will be on that journey with you, every step of the way.