This checklist helps finance teams execute a clean integration and rollout.
Pre-integration
- Confirm entity and dimension structures.
- Validate chart of accounts naming consistency.
- Identify current manual handoffs in the close process.
Integration setup
- Connect Sage Intacct sandbox first.
- Map transaction sources and account categories.
- Configure posting rules for AI-suggested outputs.
Control configuration
- Define approval thresholds by account category.
- Set reviewer groups for exception queues.
- Establish override reason requirements.
Pilot operations
- Run AI outputs in parallel for one full close cycle.
- Compare variance against current process.
- Track acceptance and correction rates.
Production transition
- Move approved workflows to default mode.
- Publish team-level operating playbooks.
- Schedule weekly optimization reviews during the first quarter.
Post-launch KPIs
- Time to close.
- Reconciliation completion before close week.
- Manual journal volume.
- Exception aging and resolution time.
A structured rollout is the fastest path to stable adoption.
