Sage Intacct is a cloud-based financial management solution. Designed to satisfy every financial management need in one platform, it’s ideal for rapidly growing businesses and multi-entity organisations with complex financial infrastructures.
With built-in automation that simplifies and automates time-consuming processes, it allows you to focus on harnessing the power of Sage Intacct for:
To help you decide if it’s right for your business, let’s look at the main benefits and features of Sage Intacct.
| Benefits | Features |
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Cloud hosting Sage Intacct works on every device and browser. No server maintenance, VPNs, or manual upgrades required. |
General ledger AI-enhanced ledger captures and posts transactions in real time, with automated outlier detection and flexible period-end closing. |
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Powerful reporting Tag transactions by customer, department, location, or operating expenses in whatever way makes the most sense for your business. Access real-time, structured data so you can see the information you need quickly via intuitive dashboards. |
Accounts payable and accounts receivable Automatically capture invoice data, route approvals, and match invoices and purchase orders with intuitive tools that integrate seamlessly with your CRM. |
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Single finance solution Manage accounts payable and receivable, track multiple accounts, consolidate entities across currencies and geographies, and automate quote-to-cash cycles in one platform. |
Cash management Track multiple accounts with real-time visibility, automated reconciliations, and daily soft-closes. |
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Multi-entity capability Compartmentalise data by entities, subsidiaries, locations, and units. Evaluate performance in a single view, with support for over 200 currencies. |
Invoicing and billing Invoice based on hours worked, project milestones, or fixed fees – with automated revenue recognition built in. |
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Automation Automate payments, reporting, and budgets to save time and minimise human error. Use Sage AI to capture data, draft emails, and reconcile for daily closures. |
Project accounting Track project costs, resources, and profitability in real time with integrated time tracking and billing. |
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Data transparency See transactions in detail and trace data back to source files. Sage Intacct gives you full visibility, increases confidence in your data, and supports regulatory compliance. |
Multi-dimensional analysis Tag transactions by location, department, project, or custom criteria for detailed financial analysis – without bloating your chart of accounts. |
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Budgeting Create, track, and manage budgets collaboratively. Forecast and reforecast quickly, adjust to internal and external factors, and use scenario analysis to predict business impacts. |
API integration Connect seamlessly with Salesforce, ADP, Microsoft 365, and over 350 applications through Sage Intacct’s open API. |
Sage Intacct’s general ledger uses AI-enhanced automation to deliver continuous accounting and real-time insights. It lets you capture, post, and report transactions as they happen – giving you an accurate, up-to-date view of your finances.
Intelligent outlier detection reviews thousands of transactions in minutes, flagging anomalies and reducing the amount of time you spend on manual validation. You can even close subsidiary ledgers independently while keeping others open for a more efficient period-end process.
Sage Intacct offers dedicated accounts payable and accounts receivable modules that turn administrative burdens into strategic tools for managing cash flow.
AI-powered automation captures invoice data, routes approvals, and matches invoices to purchase orders automatically. You can upload or email bills, and Intacct will extract vendor details, invoice totals, dates, and line items to create pre-populated drafts.
Key capabilities include:
Automated invoicing and collections accelerate your cash cycle. Sage Intacct integrates with your CRM to provide a unified view of quotes, sales, orders, and invoices – helping you reduce days sales outstanding (DSO) and improve working capital.
Key capabilities include:
Managing cash across multiple accounts is straightforward in Sage Intacct. The software provides real-time visibility into your cash position by connecting directly to your bank accounts and reconciling transactions automatically.
Auto-matched and auto-created draft transactions enable daily soft-closes, so you know your cash status at any given time. In turn, this helps you make informed decisions about:
You can also set up automated workflows for approvals and payment processing – reducing the administrative overhead of managing cash while helping you maintain proper controls.
Whether you bill based on time and materials, fixed fees, milestones, or percentage completion – Sage Intacct adapts to your needs.
Combine different billing terms in a single project or consolidate multiple projects into one invoice. Custom invoice templates ensure your bills meet individual client formatting specifications, while automated billing schedules keep invoices flowing on time.
The separation of billing from revenue recognition means you can satisfy customer requirements and comply with accounting standards.
Sage Intacct's project accounting module gives you the financial visibility you need to stay profitable. Live dashboards let you track time, expenses, materials, and labour costs against specific projects and tasks for accurate, up to date performance insights.
It also enables:
Project accounting integrates seamlessly with billing and revenue recognition, so financial data flows through your entire quote-to-cash process without manual intervention.
Traditional systems use hard-coded structures that force you to create thousands of account codes to track different business aspects. Sage Intacct's dimensions let you tag transactions with values like location, department, or project for flexibility without complexity.
For example, to track three locations, five departments, and five projects, you'd need 75 account code combinations – creating a complicated, unwieldy set of codes. Sage Intacct keeps things simple by letting you tag transactions with relevant dimensions rather than creating new accounts for every combination.
Dimensions work across all modules – from general ledger and accounts payable to project accounting and fixed assets. You can create custom dimensions unique to your business and modify them as your needs evolve. When it's time to report, you can slice and dice your data by any combination of dimensions, giving stakeholders exactly the view they need without manual spreadsheet manipulation.
Sage Intacct's open API and pre-built integrations mean it plays nicely with the rest of your tech stack. The platform connects seamlessly with over 350 applications, including:
Integrations with platforms like Salesforce and HubSpot create a unified quote-to-cash process – eliminating duplicate data entry and ensuring your sales and finance teams work from the same information.
Integrations with ADP Workforce Now and other payroll providers sync employee data and automate payroll journal entries. Changes in your HR system update automatically in Sage Intacct, maintaining data consistency across both platforms.
Native integration with Microsoft 365 allows you to access Outlook, Word, and Excel directly from Sage Intacct without switching applications.
Payment integrations give you flexible options for both vendors and customers – from bank transfers to virtual cards.
Sage Intacct is cloud-based, so you don’t have to worry about server maintenance, virtual private networks (VPNs), remote desktops, or upgrades. It works on every device and browser, so all you need is an internet connection – it’s that simple.
It’s a SaaS product, so pricing is subscription-based – you can pay annually or monthly. Sage includes updates and new features at no extra cost and installs them automatically – so you can look forward to disruption-free updates.
Dashboards deliver real-time, structured data so you can see the information you need quickly. For example, invoices, debt summaries, accounts payable, and money in the bank.
Sage Intacct's reporting tools give you the flexibility to categorise, or tag, transactions in ways that make sense for your business. These are called dimensions.
Dimensional analysis gives you an in-depth view of financial data. You can tag transactions by criteria such as:
The user-friendly interface gives you deeper insights into performance without complex manual calculations or multiple documents – helping you make better decisions.
Intacct’s report writing feature generates reports at the touch of a button, too, so you can share them with stakeholders quickly and easily. You can pull data from anywhere in your Sage Intacct system, set your parameters, and watch as data aggregates almost instantly.
Unlike other siloed software packages, Sage Intacct lets you manage everything in one place. This gives you greater control and visibility of your finances. With Sage Intacct, it’s easy to:
Sage Intacct is flexible and advanced enough to manage all your finance needs. You can effortlessly compartmentalise data by entities, subsidiaries, locations, and units. It’s easy to evaluate performance across your businesses in a single view with dashboards and reporting. With this functionality built-in, it’s a great solution for rapidly growing companies because it scales with you.
It’s also capable of handling over 200 currencies, so you can view data by location and schedule payments in the legal tender.
Sage Intacct makes it possible to automate tedious, repetitive tasks. Enhanced time-saving features let you focus on the bigger picture, such as working on strategic initiatives or improving team productivity.
You can automate tasks related to payments, reporting, and budgets to save time, effort, and minimise human error. For example, paying suppliers and setting up budget notifications. You can also use Sage AI to capture and extract data, draft accounts payable emails, reconcile for daily closures, and more.
Sage Intacct lets you see transactions in detail and trace data back to source files for full visibility and context. For example, see how much a department spends on monthly travel and look at line-by-line data for a detailed cost breakdown.
This gives you full visibility into where numbers come from, improving trust in data. It also makes it easier to spot errors and provides an audit trail that supports regulatory compliance.
Intuitive budgeting features makes it easy to create, manage, and track budgets collaboratively. You can have as many budgets as you need, forecast and reforecast quickly to stay on top of changing priorities or market conditions, and have multiple users for collaboration and process consistency.
Sage Intacct streamlines budget management as everything’s in one place, easy to find, and simple to report on. The system is intuitive and intelligent, so you can adjust budgets to internal and external factors. You can even predict how events will impact your business with sophisticated scenario analysis.
With Sage Intacct, you can change budgeting from a reactive exercise to a proactive process for better decision-making and greater efficiency.
Sage Intacct is designed primarily for multi-entity, multi-legislation, multi-currency organisations and rapidly scaling businesses. Those that have outgrown entry-level accounting packages and need more sophisticated financial management capabilities. However, it’s equally suitable for smaller businesses thanks to its customisable, modular design.
In other words, if you're managing multiple entities, require detailed financial reporting, or need robust automation features, Sage Intacct can adapt to your needs.
Implementation can take as little as eight weeks, but timescales vary depending on your requirements and other factors. These include:
Working with an experienced Sage Intacct partner can help you get up and running quickly.
Yes. Sage Intacct is built for multi-entity organisations and supports over 200 currencies. Its intuitive tools allow you to consolidate financial data across entities, subsidiaries, locations, and units in minutes rather than days – making it ideal for global operations.
Sage Intacct is a cloud-native financial management solution that specialises in accounting and financial processes. Unlike Sage 200 and Sage X3, which are complete ERP systems with broader operational capabilities, Sage Intacct focuses on delivering best-in-class financial management with extensive integration capabilities.
Only you can decide if Sage Intacct is right for your business. But making the move will help you to:
If you decide to invest in Sage, working with a Sage Intacct business partner, like Datel, will help you get more from your solution.
With a dedicated Sage Intacct team, our experts help answer any questions and configure your solution to your needs. Datel supports Sage users throughout their journey, from managing implementation to ongoing advice and guidance. With Datel at your side, making the move to new software is less daunting.