Our Contacts


70 Santa Felicia Dr

Goleta, CA 93117

2243 S. Depot Street, Suite 101

Santa Maria, CA 93455

Phone: (805) 569-9487
Fax: (805) 569-9542
E-mail: info@platformta.com

Franchise

Gain real-time financial visibility across franchise locations, automate consolidations, and close books faster with a smarter finance solution.
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Manage Franchise Finances Across Multiple Locations with Sage Intacct

Managing finances across multiple locations, each with its own set of books, is a complex and time-consuming challenge. Without the right accounting foundation in place, small inefficiencies can quickly become major roadblocks. Month-end closes grow longer and more tedious, reconciliations stall, and scattered data makes it difficult to make confident, informed decisions for your business.

Platform Technology Advisors helps franchisees and multi-location businesses overcome disconnected data, lengthy reconciliation cycles, and manual spreadsheet dependency through modern ERP accounting solutions. Our dedicated team works closely with you to implement a system that aligns with your unique accounting processes, giving each location the autonomy it needs while providing the visibility to make smarter decisions and drive better results.

Multi-Entity Management

Manage multiple franchise locations, entities, or brands within one platform. Sage Intacct’s multi-dimensional general ledger, automated workflows, and core accounting tools give every location its own set of books, while keeping everything consolidated and accessible in one place.

Your general ledger and accounting update automatically in real time, no waiting for month-end to know where you stand. Robust reporting lets you consolidate and drill down by location, item, and cost center in minutes, so every business decision is backed by current, accurate data.

Turn financial data into actionable insights with real-time, customizable dashboards. View your entire franchise operation at a glance or drill into individual location performance by store, shift, cost category, or menu item. Confident decisions start with the right data, visible at the right time.

Standardized accounting processes across every location and unit eliminate the inconsistencies that come with managing multiple sets of books in different ways. With one platform and one process, your entire franchise network operates from the same financial foundation.

Cloud-based franchise accounting gives your entire team secure, 24/7 access to financial data from any device, anywhere. Whether you’re managing operations from headquarters or checking performance from a location visit, Sage Intacct keeps every user connected to the same real-time financial system.

Sage Intacct for Franchisees

Sage Intacct

Sage Intacct is a cloud-based franchise accounting solution built for multi-entity, multi-location businesses . Rated #1 in customer satisfaction by G2, Sage Intacct helps franchisees simplify consolidations, automate financial close, and gain real-time visibility across every location, so you can make the strategic decisions needed to protect margins and scale with confidence.

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