Sage intacct legacy data access for the post-Fusion world. Finance, audit, tax and ASC 606 reviewers self-serve historical Intacct data — trial balance, consolidation, AP/AR aging, contract revenue, attached documents — without an Intacct license. 5–15% of the cost. SOX-grade audit logging built in.
The sage intacct cloud archive stores the data. The sage intacct legacy data access service is what finance, audit, tax and ASC 606 reviewers actually use — the user-facing experience that makes the archive operationally valuable.
Most migration programs underestimate the consumer side. The archive gets built, the live subscription gets cancelled, and then 6 months later the audit team asks for a historical lookup and the answer is 'log a ticket with IT, we'll get back to you next week.' That's a failed migration outcome regardless of how cleanly Fusion went live. Sage intacct legacy data access closes the loop: every persona that used to consume Intacct for historical lookups (and every new persona that emerges — M&A diligence teams, regulatory examiners, restated-financials reviewers) gets a self-serve interface that satisfies their workflow.
The service is built on the sage intacct cloud archive but adds the experience layer: persona-scoped IAM (auditor, tax reviewer, ASC 606 reviewer, CFO, controller, FP&A analyst, M&A diligence), finance-friendly web UI mimicking Intacct's standard report layouts, pre-built Looker/Power BI dashboards rebuilt from the original IVE inventory, SQL access via Athena/BigQuery/Snowflake for power users, Excel/Smart View tethering for ad-hoc analysis, direct drill-through from GL line to originating bill to attached receipt. Every read access is logged for SOX evidence by default.
Per-user economics are dramatically better than keeping Intacct live: Looker/Power BI seats run $5–$25/user/month versus Intacct seats at $200–$600/user/month. For a 30-user audit and finance team accessing historical data quarterly, sage intacct legacy data access can run $9K/year versus $72K–$216K/year for equivalent Intacct seats — before counting the subscription savings on top.
Pre-built experiences for the workflows that drive 80%+ of historical Intacct usage.
Trial balance per entity per period; multi-entity consolidated trial balance with eliminations applied; intercompany match coverage; currency translation impact analysis.
AP aging by vendor with payment history; AR aging by customer with collections history. Drill-through from line to originating bill/invoice and attached document.
Contract-by-contract revenue schedule pulls; deferred revenue waterfall by period; performance-obligation completion tracking; revenue-schedule modification history.
Project-by-project revenue vs cost analysis, billing schedule vs actual, project budget variance by phase/task, timesheet detail with dimension filters.
Vendor 1099 pulls with attached W-9, state sales/use tax substantiation reports, deductible expense substantiation per category, depreciation schedule history.
Direct retrieval of attached receipts, signed contracts, bank statements, vendor W-9s with hash-verified integrity and read-access logging.
Builds on the existing sage intacct cloud archive. Typical timeline 2–3 weeks for the user-facing layer.
Catalogue user personas (auditor, tax reviewer, ASC 606 reviewer, CFO, controller, FP&A, M&A diligence). Design IAM role per persona with scoped data access. Define audit-logging requirements per persona.
Web UI configured with persona-specific landing pages (e.g., auditor lands on 'trial balance + drill-through', tax reviewer lands on '1099 substantiation + sales/use tax'). Pre-built dashboards routed per persona.
Critical IVE dashboards (financial close pack, board pack, AP/AR aging, project profitability) rebuilt as Looker or Power BI dashboards over the archive with persona-scoped access.
Power-user access via Athena/BigQuery/Snowflake configured. Excel/Smart View connections set up for ad-hoc analysis. Self-service query training materials prepared.
Every read access logged with user identity, timestamp, query content. Logs ship to SIEM for long-term retention. Audit-trail dashboards available to compliance team.
Persona-specific training sessions delivered (auditor workflow, tax workflow, ASC 606 workflow, M&A diligence workflow). User feedback captured and incorporated. Service goes live.
The per-user economics that drive the business case across the consumer base.
Looker/Power BI: $5–$25/user/month. Intacct: $200–$600/user/month. 10–40x cost advantage per read-only user.
Athena/BigQuery on Parquet: trial balance in 2–5 seconds. Intacct: comparable for some queries, slower for multi-year multi-entity trending.
GL line → originating bill → attached receipt, all preserved in archive with hash verification. Same drill experience as Intacct, with integrity checks.
Every read logged with user, timestamp, query content — SOX evidence by default. Intacct read-access logging often a paid premium add-on.
External auditors, M&A diligence teams, regulatory examiners can be onboarded with scoped IAM — no Intacct seat required.
Pre- and post-Fusion data joinable for multi-year trend analysis. Intacct only holds Intacct history.
Sage intacct legacy data access is the consumer-side service that gives finance, audit, tax and ASC 606 reviewers self-serve access to historical Intacct data after the live subscription has been decommissioned. Where the sage intacct cloud archive is the back-end storage and the sage intacct historical reporting layer is the query interface, sage intacct legacy data access is the user-facing service that combines them: persona-scoped access, finance-friendly UI mimicking Intacct's report layouts, SQL/Excel/Looker tethering for power users, drill-through to attached documents, and SOX-grade read-access logging. The goal: any user who used to log into Intacct for historical lookups should be able to satisfy the same lookup in the legacy data access service without Intacct training or an Intacct license.
The consumer base is bigger than most program teams anticipate. Finance: controllers running historical period comparisons, FP&A pulling multi-year actuals for budget baseline, treasury reconciling historical bank statements. Audit (internal + external): SOX 404 testing of historical periods, drill-through from Fusion GL to pre-migration source transactions, intercompany match verification. Tax: vendor 1099 substantiation, state sales/use tax substantiation, multi-year deductible expense substantiation, transfer-pricing documentation. ASC 606 reviewers: contract-by-contract revenue schedule pulls, deferred revenue waterfall analysis, performance-obligation completion tracking. M&A diligence teams (during divestiture): historical pulls for buyers conducting financial diligence on a sold entity.
Three big differences. Cost: sage intacct legacy data access runs $24K–$60K/year for a 50-entity tenant; live Intacct subscription runs $400K–$1M/year. User access: legacy data access uses persona-scoped IAM with Looker/Power BI/Excel/web UI — no Intacct seats required; live Intacct requires per-user licensing even for read-only auditors. Audit-trail: legacy data access logs every read access for SOX evidence by default; live Intacct read-access logging is often a paid add-on. The result: same data, same drill-through capability, same finance-friendly experience — at 5–15% of the cost with better auditability.
Yes. As part of the legacy data access deployment, every Interactive Visual Explorer (IVE) dashboard and Saved Report in active use is inventoried, classified by business value, and rebuilt as a Looker or Power BI dashboard over the archive — preserving the same charts, dimension filters, drill paths and pixel-perfect layouts. Approximately 40–60% of legacy Intacct dashboards are duplicates or low-value and get retired during the rebuild. Critical dashboards (financial close pack, board pack, multi-entity consolidation dashboard, AP/AR aging dashboard, project profitability dashboard) come through to the legacy data access service intact.
Yes. Every attached document (receipts, signed contracts, bank statements, vendor W-9s) is preserved in the sage intacct cloud archive as an immutable hash-signed object with cross-reference to source transactions. The legacy data access UI provides direct drill-through: from a GL line to the originating bill, from the bill to the attached receipt, from the receipt to the signed contract (if applicable). Read access is logged for SOX evidence. Hash signatures verify integrity at read time — any tampering would be immediately detectable. For ASC 606 reviewers, drill-through extends to contract documents, performance-obligation modifications and revenue-schedule attachments.
Multi-entity is fully preserved in the underlying archive, and sage intacct legacy data access surfaces it natively. Users can query per-entity (trial balance for entity X for period Y), consolidated (consolidated trial balance with eliminations for the full hierarchy), or arbitrary entity groupings (e.g., 'all EMEA entities for FY2022'). Intercompany match coverage queries surface unmatched intercompany items by period. Currency translation impact analysis available per period per entity per currency pair. Years after the Fusion migration, CFOs running multi-entity consolidations for board reporting get the same numbers Intacct would have produced — without an Intacct license.
M&A divestitures often require providing historical financial data to the buyer's diligence team — sometimes years after the divested entity moved off Intacct. Sage intacct legacy data access supports this elegantly: scope IAM access to the specific divested entity, provide buyer's diligence team with persona-scoped login for the diligence window (typically 60–120 days), every read access logged for transfer-of-records evidence. After diligence closes, access is revoked. The buyer's team gets the historical financial data they need; the seller maintains a clean audit trail of what was provided. No Intacct subscription required for divestiture support.
Sage intacct legacy data access (the user-facing service layer on top of the archive) typically runs $24K–$60K/year for a 50-entity multi-TB tenant — covering Athena/BigQuery compute for ad-hoc queries, Looker/Power BI licensing for finance + audit + tax + ASC 606 users, persona-scoped IAM, SOC 2 audit logging, and the managed web UI. Per-user economics are dramatically better than Intacct: Looker/Power BI seats $5–$25/user/month vs. Intacct seats often $200–$600/user/month. For a 30-user audit and finance team accessing historical data quarterly, sage intacct legacy data access can run $9K/year vs. $72K–$216K/year for equivalent Intacct seats.
30-minute call. Walk through your consumer personas (finance, audit, tax, ASC 606, M&A diligence), historical depth needs and access governance requirements — leave with a concrete legacy data access plan.