Part 9: Your Sage Intacct Launch Checklist – How to Ensure a Successful Go-Live

Ready to go live with Sage Intacct? Use this essential Sage Intacct implementation checklist to ensure a smooth transition and long-term success.

You’ve selected Sage Intacct, built your tech stack, and planned for ROI. Now it’s time to go live. But launching new financial software isn’t just a technical rollout—it’s a cultural and operational shift for your entire finance team.

The difference between success and stress? A well-prepared launch checklist that ensures nothing falls through the cracks.

This post wraps up our Sage Intacct series with a practical, step-by-step go-live checklist to help your team hit the ground running.

✅ The Sage Intacct Go-Live Checklist

Use this checklist to manage your implementation from final prep through post-launch optimization.

🔧 1. Finalize System Configuration

•  Confirm all modules and entities are properly set up (GL, AP, AR, etc.)

•  Validate your chart of accounts and dimensional structure

•  Review and test approval workflows

•  Ensure correct user roles and permissions

💡 Tip: Give superusers sandbox access to experiment and catch issues early.

🧾 2. Complete Data Migration

•  Import all essential data:

  •  Vendors

  •  Customers

  •  Chart of accounts

  •  Open payables and receivables

  •  Beginning balances

•  Review and reconcile all imported data

•  Validate historical data accuracy

  
  

👨‍🏫 3. Train Your Team

•  Provide role-based training sessions (CFO, AP clerk, etc.)

•  Share recorded walkthroughs and reference guides

•  Assign internal “champions” to support users post-launch

•  Test knowledge through guided UAT (User Acceptance Testing)

💡 Bonus: Schedule weekly “office hours” post-launch for live support.

🚨 4. Test Key Workflows

•  Create and approve a test purchase order

•  Process and post sample vendor payments

•  Generate a customer invoice and receive payment

•  Run revenue recognition for a sample contract

•  Review audit logs and role-based access

💡 Don't skip this step. Functional testing reveals the gaps no spreadsheet can catch.

📊 5. Configure Dashboards & Reporting

•  Set up custom dashboards by role (e.g., CFO, department heads, board)

•  Create initial financial reports: P&L, balance sheet, cash flow

•  Build budget vs. actuals tracking

•  Schedule key reports to run automatically

  
  

💼 6. Go Live – Soft Launch First

•  Choose a quiet period in your accounting cycle if possible

•  Run a parallel close using both systems for 1 cycle

•  Monitor performance and get feedback from end users

•  Create a “Known Issues” tracker to capture bugs and fixes

  
  

🔁 7. Post-Go-Live Optimization

•  Schedule a 30-, 60-, and 90-day review with your implementation partner

•  Review key metrics and early pain points

•  Plan future enhancements (e.g., integrations, reporting upgrades)

•  Continue user training for new hires and departments

  
  

🧠 Pro Tip: Communicate Often

Rolling out new software requires change management. Keep your team in the loop with:

• Internal launch emails

• Quick win announcements

• Weekly check-ins

• Slack channels or shared FAQs

Celebrate early wins to build momentum and user buy-in.

🧾 Real-World Insight

“We treated go-live like a campaign—with clear checklists, internal champions, and regular updates. We had 100% user adoption within 2 weeks.”— Implementation Lead, Mid-Market SaaS Company

📈 Success Metrics to Track Post-Launch

• ⏱️ Close time (monthly and quarterly)

• 💵 Time to invoice and collect

• 📊 Report generation speed and accuracy

• 📥 Reduction in manual journal entries

• 👥 System adoption and satisfaction

  
  

🎯 Final Thoughts

A successful Sage Intacct launch isn’t the end—it’s the beginning of a smarter, faster, more strategic finance function. With the right preparation, clear communication, and post-launch support, your team will unlock the full power of Sage Intacct from day one.

📥 Download the Full Sage Intacct Go-Live Checklist (PDF)[Click here to get your copy and share with your team.]

📚 Missed a part of the series?Catch up on:

• [Part 1: Why Sage Intacct?]

• [Part 2: Key Features That Make It Stand Out]

• [Part 3: Sage Intacct vs. Competitors]

• [Part 4: Why It’s Perfect for SaaS Companies]

• [Part 5: Implementation Without the Headaches]

• [Part 6: Real-Time Reporting for CFOs]

• [Part 7: Building Your Financial Tech Stack]

• [Part 8: Measuring ROI]