When a Business Outgrows Basic Accounting
Compare Sage Intacct, Workday Financial Management, Oracle Fusion Cloud ERP and more, then build live: map a chart of accounts and approval flows for a growing company.
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What this session would cover
Proposed outline — the mentor finalises the agenda once this topic is scheduled.
- 1The real problem: multiple entities and manual consolidation
- 2The tool landscape: Sage Intacct, Workday Financial Management, Oracle Fusion Cloud ERP, SAP Cloud ERP — what each is for and where they overlap
- 3How to choose: team size, integrations, where your data lives, and today's pricing and availability (checked live, not from memory)
- 4Live practical task: Map a chart of accounts and approval flows for a growing company
- 5Build the reusable output together: ERP finance readiness checklist
- 6General tool walkthrough only — not legal, tax or financial advice; confirm specifics with a qualified professional.
- 7When you don't need a new tool at all, then live Q&A on your own setup
Who it's for
- • Business owners, founders and team leads choosing tools for their team
You'd leave with
- ERP finance readiness checklist
- A shortlist of 2–3 options from Sage Intacct, Workday Financial Management, Oracle Fusion Cloud ERP, SAP Cloud ERP, with the criteria to pick one
- Hands-on practice: map a chart of accounts and approval flows for a growing company
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