Sage Intacct

Sage Intacct is built for businesses on the rise that are outgrowing their basic accounting software setup. It handles multi-entity consolidations, dimensional reporting, and AI-powered automation with ease. Sage Intacct comprises financial modules, giving you flexibility and ensuring you integrate with other tools you need, rather than a bundle of everything.

Yes. Sage Intacct has an open API and pre-built connectors that easily integrate into CRMs and fundraising or payroll tools. Successful integration and automation eliminate manual entry, reduces error, and improves accuracy. All of this ensures the correct configurations and support that fit your business’s needs exactly.

We provide full implementation and support, from identifying requirements to data migration. We are, in fact, a Certified Sage Intacct Partner. Over the years, we developed in-depth knowledge of the system, from core modules to scalable solutions. We aim to empower you and your staff with ongoing training and support post-launch.

Sage Intacct suits a diverse range of companies and industries, including nonprofits, SaaS, healthcare, professional services, and hospitality. It comes with multi-entity and global currency management built in. The modular structure enables you to purchase fund accounting and subscription billing services (and others) as you need them.

Sage Intacct is one of the most reputable, forward-thinking software companies around. You don’t have to take our word for it, you can see its quality in the numbers. For a start, over 22,000 organizations trust Intacct with their financial management requirements.

On a practical level, month-end close time can be reduced by up to 66%! This is in part due to its AI-powered general ledger.

Save hundreds of hours each year simply by automating accounts payable. Automation reduces man hours, and manual data input and calculations. Accuracy increases while human error is eliminated.  

Automating accounts receivable accelerates invoicing and collections, reducing the incidence of outstanding days sales.

Dashboards, which are updated in real-time, can be customized to meet your company’s needs. Features enable you to drill down into data so leaders get an overview and detailed clarity across entities and timeframes. Access to data is immediate; no lags due to manually exporting spreadsheets.

AI and automation combine to slash manual work and replace it with more efficient, accurate systems. For instance, automating accounts payable ensures clear workflows and visibility, saving hundreds of man hours.

Automating accounts receivable results in a faster billing and collection cycle, which is great for sustainable cash flow.

AI steps into the picture with Sage Intacct’s Intelligent General Ledger. It flags outliers and keeps books up to date, among a range of other features. 

Real-time updates appear in most features and tools. Two of the primary resulting benefits are up-to-the-minute dashboards and instant report generation. No spreadsheet gymnastics or manual exports required. 

You’ll also save time and increase productivity with dimensions that tag transactions while eliminating the use of huge charts of accounts.

Adding entities to your books should be complicated, but Sage Intacct removes the complexity of business expansion, turning it into a seamless experience. Basically, the software manages multi-entities and currencies in one cloud-based system.

Obviously, this means that the software has global capabilities that satisfy international compliance requirements and regulations governing reporting.

Ditch manual tasks, including spreadsheet consolidations. Automating the system reduces the risk of error and ensures consistency in data capture, calculations, and structure.

You can generate in-depth reports by drilling down into details that are updated in real-time. Find out anything you need from groups to entities. Alternatively, you can get a bird’s eye view of your financials (dashboards and analytics), enabling quicker and more efficient reviews and decisions.

Intacct’s Dimensions allows for flexible reporting, simplifying the processes so that you don’t even need to think about complex charts of accounts. It does this by enabling you to tag business transactions with custom fields, like project, location, and department. 

You’re able to cut and filter financial data in the blink of an eye, so you can quickly and easily answer ad hoc questions. You can do this while simultaneously avoiding complicated account structures, ensuring charts of accounts remain lean and manageable. 

You can also drill down into dashboards for more detailed information, without exporting external data, like spreadsheets, and still maintain context. 

Intacct’s Dimensions is inherently flexible, allowing you to build custom reports that accurately reflect your business operations.

Sage Intacct welcomes integrations with other tools and services, including industry-specific tools. In general, our open API supports integration with CRM, payroll, and other related tools. We tend to favour pre-built connectors when integrating tools with Sage Intacct because this reduces project time and ongoing maintenance. 

One of the great things about integrations is that data is shared automatically with all necessary departments, accounts, and financial records. So only one set of (accurate) calculations provide the base for orders, billing. revenue. and cash.

The seamless sharing of data between relevant systems is essential to maintain the accuracy of finances on a daily basis.

Sage Intacct works well with most industries, meeting all sorts of complicated financial and accounting needs. There are, however, some that perhaps benefit a bit more than others. 

Sage Intacct has features that specifically benefit nonprofits, especially when it comes to their unique needs that include fund tracking, grants, and other factors affecting audit readiness.

SaaS companies benefit most from Sage’s tools and services that cover ARR, deferred revenue, and investor grade views. 

The healthcare industry has very strict, very specific rules and regulations governing finance and accounting, and Sage Intacct helps meet these requirements with features that manage multiple locations and international compliance regulations.

Professional services, like law, IT, consulting, engineering, and marketing benefit from time and billing management, and tools that ensure accurate time tracking, billing, and project clarity.

Financial service providers need financial and accounting software capable of maintaining complex financial structures, including multi-entities and currencies, and intricate consolidations.

We’re a certified Sage Partner, which means we provide, among a host of other things, scoping, data migration, and go-live tasks. In addition to pre-launch activities, we also ensure post-launch ongoing support for department leaders and their teams.

We can manage or provide specialist consulting and advisory services for technical aspects of financial management, like system design and implementation tailored to workflows and scale.

Our integration and automation services increase range by connecting the wider tool stack.

Importantly, you retain full control, whether that’s opting to keep us on a consulting contract or choosing to outsource all financial services, including controller and CFO services, to our industry experts.