Services
Our services
A comprehensive range of financial solutions that support your business growth. IFI Insights is your solution for implementing and managing your back office.
We are accountants that re-design your back office for continuous business transformation
Back office
One partner for implementing and running your back office
Accounting, planning, CRM, and integrations — designed, delivered, and connected on Sage Intacct and the Heno platform.
Accounting
Close, ledger, and operational reporting on Sage Intacct.
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Planning & analysis
Continuous FP&A tied to actuals — not a spreadsheet on the side.
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Salesforce CRM
CRM finance trusts — pipeline, revenue, and handoffs to the books.
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Integration management
Keep payroll, AP, CRM, and ops tools connected after go-live.
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Implementation as a service
A phased path from provisioning through go-live — standardized models, OOTB reporting, and less risk on the way to revenue.
- Rapid provisioning and accelerated onboarding
- Standardized data model and workflow design
- OOTB standard reports and dashboards
- Reduced implementation risk
- Accelerated time to revenue
- Foundation for high growth and complex needs
Platforms we implement and connect
Drop official partner logos into public/assets/ifi/partners/ — filenames in the playbook.
Strategic partners
Technology partners
Accounting
Modern cloud accounting, outsourced close, and continuous bookkeeping methodologies — timely operational and financial information your team can run on.
Planning & analysis
Continuous planning and forecasting made possible when the ledger and operational data stay truthful — budgeting, consolidation, and FP&A tied to how you actually operate.
Salesforce CRM
CRM implemented so revenue motion, service delivery, and finance reporting share fields and flows that reconcile — not a disconnected SI handoff.
Integration management
Native vendor integrations and custom connections between Sage Intacct, CRM, payroll, and industry systems — so information flows produce the output leadership expects.
Implementation as a service
Rapid provisioning and accelerated onboarding; standardized data model and workflow design; out-of-the-box standard reports and dashboards; reduced implementation risk; accelerated time to revenue; and a foundation for high growth and complex needs.
Ready when you are
See how the pieces fit your team.
A short consultation and an honest answer on fit — before anyone signs anything.