Get started with ready-made widgets

Explore our ever-growing library of Sage Intacct workflow widgets that you can customize, use as-is or simply build your workflow from scratch. No-code required.

Board Management

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Contracts

This contract builder widget allows employees to initiate contracts and create collaborative experiences via the portal until they ultimately secure their digital signature.

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HR Incident Form

Not all employee actions are positive. Creating a formal way to document events is necessary for building positive culture and organization. This form allows the

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Meeting Minutes with Tasks

Meeting Minutes with Tasks is part of the productivity suite of products designed to empower better meeting structure for your management teams. With the Meeting

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Investment Log

The investment log is designed to archive investor participation across various fundraising rounds. Signed documents, term sheets, and wire acknowledgments can all be stored on

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Advisory Board Timesheet

The Advisory Board Timesheet is designed to gather time worked for a company as an independent board or advisory board member. Many times this process

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Investor Communication Log

An investor communication log is designed to document executive team and board member communication and activities with an investor. This form allows for follow-up action

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Investor Information Requests

Investor Information requests are designed to be implemented as part of the investor or board member portal experience. Investors can submit form requests for information

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Board Meeting Minutes

Board Meeting minutes allow the secretary of the board to create notes, and action items, attach meeting documentation, and archive meeting minutes. Follow-up tasks can

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