Sage Professional services software

Turn financial visibility into profitable growth

Scale your firm while protecting profitability, with real- time visibility of margin, utilisation, and cash flow to guide every decision. 

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4x UKI Overall Partner of the Year

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Unlocking the potential of professional services firms for over 45 years

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Remain in control as you grow

Scaling a professional services firm brings greater financial complexity. More clients, projects and people can make it harder to understand profitability, manage cash flow and recognise revenue accurately - all while maintaining compliance and delivering against ambitious growth plans.

Datel combines Sage technology with industry expertise to give you greater visibility and control across your finances, helping you protect margins, strengthen cash flow and make confident decisions that support sustainable growth.

Make smarter decisions with numbers you can trust

Discover how Datel's Sage solutions give you a clear, business-wide view of your data, so you can make impactful decisions with confidence. 

Experience you can rely on

Whichever area of professional services your business operates in, we have the technology and strategic expertise you need to realise your ambitions.

Legal

Know which cases and clients are the most profitable, and get paid faster for the work you deliver.  

Accountancy and finance

Maintain a clear view of margin and write-offs across every client as your portfolio grows.

Management consultancy

Track capacity and profitability, so you can take on more work without stretching the team too thin.

Marketing and creative agencies

Manage retainers, project fees, and client costs in one place, so you can see the margin behind every account. 

Engineering consultancy

Keep long and complex projects on budget with live views of spend against forecast.

IT and technology services

Bring recurring contracts and project work into one intuitive system for greater visibility and less manual processing.

Selecting the right technology is one thing, being prepared for it is another.

Take our online assessment to understand how prepared your organisation is to get maximum value from its next technology investment - and receive practical recommendations on where you can strengthen your digital readiness.

Take the assessment

More than a technology partner

The right software can set you up for success, but it takes the right partner to ensure it delivers lasting value long into the future. 

At Datel, we get you up and running quickly, helping you realise the benefits from your investment sooner, then work alongside you to ensure your technology continues to match your ambitions.

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The UK’s leading Sage partner

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1000+

UK businesses supported

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60%

Customers who have been with us over 5 years

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50+

UK-based customer support professionals

helping-businesses

45+

years helping organisations succeed with Sage

Solutions that grow alongside your business

From dedicated financial management software to comprehensive ERP, there's a Sage solution to suit your firm and we'll help you find it. 

Sage Intacct

Gain the financial visibility and control you need as your firm grows. Sage Intacct helps you reduce manual work, and understand performance across projects, clients and entities, so you can protect margins and make confident decisions about growth.

  • See which projects and clients are delivering the strongest margins

  • Integrated AI capabilities with Sage Copilot

  • Fast implementation that gets you live in as little as 8 weeks 

     

Read the Sage Intacct handbook
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Sage X3

A complete ERP solution for expanding firms that want to manage finance, projects, and operations in one system.

Read the Sage X3 handbook
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Sage 200

An all-in-one ERP solution for growing firms that want to connect finance, sales, and operations as they scale. 

Read the Sage 200 handbook
Evolve Energy - Case Study Body 1

“What impressed me most was the openness of the partnership. When something didn't feel right, I raised it – and the team listened, adapted, and fixed it quickly. That gave me real confidence we'd chosen the right partner in Datel.”

Andrew Joseph, Finance Director, Knight Protection

Read the case study

Power your potential with Datel

Work with an award-winning Sage partner who challenges your thinking and supports you long after go-live to help you take your business from strength to strength.

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Frequently Asked Questions

How do I know when I've outgrown my current accounting software?

The clearest sign is when your software can't keep up with the questions you need to answer. You might wait until a project ends to see if it made money, run month-end on a stack of spreadsheets, or spend days pulling together a view of margin or cash that's immediately out of date.

Left unchecked, you end up making decisions on old numbers – and the software that should be fuelling your growth starts holding you back.

How do Sage solutions from Datel handle complex billing models like time and materials, fixed fee, and retainer?

Each model runs in the same system, with its own billing and revenue-recognition rules applied automatically. Time and materials, fixed fee, retainer, and milestone-based work sit side by side, which removes manual workarounds and stops revenue slipping through unbilled.

Can Sage connect project data with financial reporting for professional services firms?

Yes. Depending on the solution, Sage links time, cost, and billing data to your financials, so delivery and the bottom line tell the same story. Finance gets a live view of margin by client, project, and service line, and a firmer footing for pricing and resourcing. 

How long does it take to implement a Sage solution for a professional services company?

It comes down to the solution and your requirements. An experienced partner can get a basic Sage 200 solution ready in only a few weeks and Sage Intacct in as little as eight weeks – under the right conditions. Sage X3 can be live in as little as four months.

Whichever software you choose, partnering with Datel gives you the benefit of a structured implementation approach and years of hands-on knowledge acquired by guiding companies like yours through their Sage journey.

What should a CFO look for when choosing a Sage partner for a professional services business?

The software matters, but so does the team behind it. A good Sage partner understands how your firm runs now and where you’re aiming to be, so they can shape a solution that helps you realise your ambitions. That means they stay involved well after go-live, helping you get more from your investment as you grow. 

Is Sage the right accounting software for professional services firms?

For most scaling firms, yes. Sage handles the demands general accounting tools struggle with, like showing true profitability across your clients and your work, managing different billing models, and pulling together group-wide numbers that give you the insight to drive the business forward.