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Intacct Cloud
                         Based Accounting
                         System
                         Buu-Linh Tran – Senior Manager
                         Jeremy Taro – Account Executive




Thrive. Grow. Achieve.




                                                March 26, 2013
WHAT’S ON TAP

  Introduction & Agenda
  New Options - On Premise v. Cloud
      What is the Cloud? Attributes, Advantages
      On Premise – Advantages
      Mixed Cloud with Traditional ERP
      Key Decision Points
  Introduction to Intacct
      Flexibility & Visibility
      Multi-Everything
  Demonstration - Intacct
      Functions
      Visibility
      Flexibility
      ROI
  Q&A



                    2
DO YOU NEED THE NEW SOFTWARE?




Hint – Sometimes You Need to Change
          Your Software!



             3
MUTUAL INTRODUCTIONS


       • WHO IS IN THE ROOM


       • YOUR ORGANIZATION
             – Size – employees
             – Current Accounting Solutions
             – Challenges


       • Raffa
             –   Seth Zarny
             –   Glenn Anstead
             –   Jeremy Taro
             –   Brief Background and Qualifications




         4
WHAT IS THE CLOUD?


NATIONAL INSTITUTE OF STANDARDS AND
  TECHNOLOGY (NIST)

  Cloud computing - model for convenient, on-demand
  network access to shared pool of configurable
  computing resources (e.g., networks, servers,
  storage, applications, and services). Rapidly
  provisioned and released with minimal management
  effort.[4]
  Cloud computing provides computation, software,
  data access, and storage services – does not require
  end-user knowledge of physical location and
  configuration of the system that delivers services.



                   5
CLOUD – CLAIMED KEY ATTRIBUTES

• Agility – Improved Re-Provisioning
• Cost – Claimed to be reduced,
  costs distributed over many users
• Device & Location Independence
• Multi-Tenancy – Key Issue for ERP
• Reliability – Multiple Redundant
  Sites
• Security – Providers devote more
  resources
• Maintenance – Upgrades Installed
  Centrally



               6
ON PREMISE ATTRIBUTES


•Control – In your environment
•Integration with Organization Applications
•Customization – Under Your Control
•Security – Pluses & Minuses
•Access – Remote Access & Controlled Users

•Local Data – Data is Accessible
•Known Costs – Traditional Costs
•Reputable Mature Vendors




               7
MIXED CLOUD & TRADITIONAL VENDORS



•   Existing Software – Hosted in the Cloud
•   Mature Products – Functionality
•   Monthly Fees
•   Single Tenancy – Upgrades, Backups,
    Customized Attention
•   Integrations – Traditional
•   Remote Access - Citrix, Remote Desktop
•   Known Costs – Traditional Costs
•   Reputable Mature Vendors




                     8
Key Decision Criteria
       To Consider



•   Functionality – Do Cloud Solutions Meet Your Functional
    Needs?
•   Sophistication – What level of customization do you require
•   Infrastructure Support – Committed to On-Premise
    Infrastructure, Cloud, or Both
•   Costs – What are the Realistic Costs for Your Organization
    – On-Premise vs Cloud
•   Support – Who is Supporting Your Users, Applications, and
    Infrastructure




                        9
Introduction to Intacct
•   Newer Cloud Based ERP
    System
     – True Cloud Based
     – Local Partners
     – Yearly Costs
•   Strong Functionality
•   Very Satisfied Client Base
•   Targeted to Firms – in no
    particular order
     – Outgrowing QuickBooks
                                  –   Multi-Company
     – Interested in the Cloud
                                  –   Multi-Currency
     – Not For Profit
                                  –   Multi-Organizational Rollup
     – Project Oriented Firms –
       Professional Services      –   Cost Effective
     – Very Strong Financials




                          10
Intacct’s Relevant Experience
HELPED HUNDREDS OF                        Case Examples
BUSINESSES LIKE YOURS
ACHIEVE A SIGNIFICANT ROI BY:
–   Increasing real-time visibility
    into your software business to
    deepen leadership insights
–   Accessible Financials, Multi-
    Organizational, & Services
–   Automating complex revenue
    recognition and billing
–   Maximizing renewal revenue with
    proactive and automatic
    renewals management
                                       “Intacct has rich functionality, great
–   Accelerating financial             reporting and it’s tremendously flexible.
                                       Intacct makes us more productive,
    consolidations and close
                                       allowing us to strategically redeploy
    processes                          some of our staff – ultimately saving the
                                       company more than $100,000 annually in
–   Streamlining the capture of time   added salary.”
    and expenses incurred by your
                                                                            CEO
    services organization
                                                             ASP Global Services



                        11
Introducing Intacct’s Core Pillars of
           Success

Since we are into financials, let’s do a little math …




                                   Best

     Best in Class                          Superior         YOUR
  (Cloud) Financials                          ROI        SATISFACTION



 Deep Visibility Flexibility & Control
  “Get the Edge”       "You're in Charge”
 Leadership Insights
  Maximize the            Adapt the Power
Value of Your Data        of Our Software


                                     12
Best in Class Financials




            13
14
15
16
17
18
19
Intacct has the most and fastest growing momentum
of any firm in the financial software industry

 • Over 800 net new customers in 2010; 4,000+
   in all
          − ~20,000 entities using Intacct
          − Very high retention and minimal
            churn

 • 80% year over year growth in CQ4, 2010 in
   total new subscriptions

 • AICPA preferred financial management
   application

 • Customer and industry awards and
   recognition

 • 12 years production proven experience and
   continuous innovation in the cloud



                              20
Our Clients are Enjoying Tremendous Success

PUBLIC COMPANIES




              21
Intacct Software Presentation




                 DEMO



            22
Questions?


Buu-Linh Tran – Senior Manager
btran@raffa.com
301.279.6511

Jeremy Taro – Account Executive
jtaro@raffa.com
301.279.6504




                          23

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2013-03-26 Cloud Based Accounting Systems

  • 1. Intacct Cloud Based Accounting System Buu-Linh Tran – Senior Manager Jeremy Taro – Account Executive Thrive. Grow. Achieve. March 26, 2013
  • 2. WHAT’S ON TAP Introduction & Agenda New Options - On Premise v. Cloud What is the Cloud? Attributes, Advantages On Premise – Advantages Mixed Cloud with Traditional ERP Key Decision Points Introduction to Intacct Flexibility & Visibility Multi-Everything Demonstration - Intacct Functions Visibility Flexibility ROI Q&A 2
  • 3. DO YOU NEED THE NEW SOFTWARE? Hint – Sometimes You Need to Change Your Software! 3
  • 4. MUTUAL INTRODUCTIONS • WHO IS IN THE ROOM • YOUR ORGANIZATION – Size – employees – Current Accounting Solutions – Challenges • Raffa – Seth Zarny – Glenn Anstead – Jeremy Taro – Brief Background and Qualifications 4
  • 5. WHAT IS THE CLOUD? NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST) Cloud computing - model for convenient, on-demand network access to shared pool of configurable computing resources (e.g., networks, servers, storage, applications, and services). Rapidly provisioned and released with minimal management effort.[4] Cloud computing provides computation, software, data access, and storage services – does not require end-user knowledge of physical location and configuration of the system that delivers services. 5
  • 6. CLOUD – CLAIMED KEY ATTRIBUTES • Agility – Improved Re-Provisioning • Cost – Claimed to be reduced, costs distributed over many users • Device & Location Independence • Multi-Tenancy – Key Issue for ERP • Reliability – Multiple Redundant Sites • Security – Providers devote more resources • Maintenance – Upgrades Installed Centrally 6
  • 7. ON PREMISE ATTRIBUTES •Control – In your environment •Integration with Organization Applications •Customization – Under Your Control •Security – Pluses & Minuses •Access – Remote Access & Controlled Users •Local Data – Data is Accessible •Known Costs – Traditional Costs •Reputable Mature Vendors 7
  • 8. MIXED CLOUD & TRADITIONAL VENDORS • Existing Software – Hosted in the Cloud • Mature Products – Functionality • Monthly Fees • Single Tenancy – Upgrades, Backups, Customized Attention • Integrations – Traditional • Remote Access - Citrix, Remote Desktop • Known Costs – Traditional Costs • Reputable Mature Vendors 8
  • 9. Key Decision Criteria To Consider • Functionality – Do Cloud Solutions Meet Your Functional Needs? • Sophistication – What level of customization do you require • Infrastructure Support – Committed to On-Premise Infrastructure, Cloud, or Both • Costs – What are the Realistic Costs for Your Organization – On-Premise vs Cloud • Support – Who is Supporting Your Users, Applications, and Infrastructure 9
  • 10. Introduction to Intacct • Newer Cloud Based ERP System – True Cloud Based – Local Partners – Yearly Costs • Strong Functionality • Very Satisfied Client Base • Targeted to Firms – in no particular order – Outgrowing QuickBooks – Multi-Company – Interested in the Cloud – Multi-Currency – Not For Profit – Multi-Organizational Rollup – Project Oriented Firms – Professional Services – Cost Effective – Very Strong Financials 10
  • 11. Intacct’s Relevant Experience HELPED HUNDREDS OF Case Examples BUSINESSES LIKE YOURS ACHIEVE A SIGNIFICANT ROI BY: – Increasing real-time visibility into your software business to deepen leadership insights – Accessible Financials, Multi- Organizational, & Services – Automating complex revenue recognition and billing – Maximizing renewal revenue with proactive and automatic renewals management “Intacct has rich functionality, great – Accelerating financial reporting and it’s tremendously flexible. Intacct makes us more productive, consolidations and close allowing us to strategically redeploy processes some of our staff – ultimately saving the company more than $100,000 annually in – Streamlining the capture of time added salary.” and expenses incurred by your CEO services organization ASP Global Services 11
  • 12. Introducing Intacct’s Core Pillars of Success Since we are into financials, let’s do a little math … Best Best in Class Superior YOUR (Cloud) Financials ROI SATISFACTION Deep Visibility Flexibility & Control “Get the Edge” "You're in Charge” Leadership Insights Maximize the Adapt the Power Value of Your Data of Our Software 12
  • 13. Best in Class Financials 13
  • 14. 14
  • 15. 15
  • 16. 16
  • 17. 17
  • 18. 18
  • 19. 19
  • 20. Intacct has the most and fastest growing momentum of any firm in the financial software industry • Over 800 net new customers in 2010; 4,000+ in all − ~20,000 entities using Intacct − Very high retention and minimal churn • 80% year over year growth in CQ4, 2010 in total new subscriptions • AICPA preferred financial management application • Customer and industry awards and recognition • 12 years production proven experience and continuous innovation in the cloud 20
  • 21. Our Clients are Enjoying Tremendous Success PUBLIC COMPANIES 21
  • 23. Questions? Buu-Linh Tran – Senior Manager btran@raffa.com 301.279.6511 Jeremy Taro – Account Executive jtaro@raffa.com 301.279.6504 23