What is Sage Intacct?
Your guide to Sage's cloud-based financial management software
Everything you need to know about Sage Intacct – from core capabilities and use cases to security and implementation with Datel.
Everything you need to know about Sage Intacct – from core capabilities and use cases to security and implementation with Datel.
Sage Intacct is a cloud-based financial management and ERP solution that uses automation to simplify complex business processes.
While primarily known for its advanced accounting, data analysis, and reporting capabilities, it also offers ERP-level functionality.
These features translate into tangible benefits for your business, for example:
Real-time financial visibility
Easy access to strategic insights, via customisable reports
Seamless integration with third-party software
Scalable automation that supports business growth
250%
0%
Return on investment
66%
0%
Reduction in close time
<6
<0
Months payback
+40%
+0%
Productivity improvement (Source: Sage)
We love Sage Intacct for its innovative features, powerful foundation, and flexible integrations. The standard solution comes with the core financials you need for full visibility and control.
Streamline workflows across the AP cycle with exceptional speed and efficiency.
Automate invoicing and collections to accelerate your cash cycle.
Track multiple accounts with real-time visibility and easy reconciliations.
Multiple entities, currencies, and geographies – consolidate it all in minutes.
Automate complex, high-volume quote-to-cash cycles and improve profitability.
Achieve speed, accuracy, and visibility with structured transactions and approvals.
As a flexible financial management and ERP solution, Sage Intacct works for businesses of any size or industry. However, it's particularly well-suited to multi-entity, multi-legislation, multi-currency organisations that need more powerful capabilities than an entry-level accounting package.
Our customers use Sage Intacct to solve various financial and resource management challenges from a single solution. Fundamentally, Sage Intacct helps businesses take the next step on their digital transformation journey – upgrading manual processes and improving data visibility.
Sage Intacct is powerful enough to perform a variety of critical functions across a range of industries. These fall into three key activities.
Streamlining inefficient workflows by automating manual processes.
Getting paid faster by optimising accounts receivable (AR) processes.
Automating purchase orders, requisitions, and sign-offs.
Sage Intacct uses the power of AI and automation to deliver essential insights to your fingertips.
Review thousands of GL transactions in minutes using AI-based outlier detection to gain trust in your numbers.
Get complete visibility and traceability with centralised access to bills, approvals, payment status, posting details, and audit trails.
Process bills and payments for all your entities within a single Sage Intacct account.
Get a single view of quotes, sales, orders, and invoices by integrating Sage Intacct with your CRM platform.
Track customer insights and interactions from the same source to align sales and finance functions.
Track cash flow position in real time with a single view of credit card, chequing, and savings account transactions.
Quickly create custom reporting dashboards to analyse business performance in real time – without needing to manage a complex chart of accounts.
Compare operational statistics with financial metrics. Check summary roll-up figures for multiple entities – even if it’s only mid-month.
Get granular transparency instantly. Flag trends and spot exceptions with digestible reports.
Easily create real-time reports to tackle unique financial reporting needs with Sage Intacct's custom report writer.
Reduce manual data entry by connecting inventories with accounts payable and cash management.
Save time and improve productivity by giving users one application that’s easy to learn and use.
Optimise billing and accounting by automatically posting order transactions to general and AR ledgers.
Sage Intacct’s dimensions feature provides you with the flexibility to categorise transactions in ways that make sense for your business. So, as you grow, everything stays simple.
"Tag" transactions, as well as operational data, with dimension values.
Use custom dimensions for any transaction – intelligent general ledger, receivables, payables, time, revenue management, fixed assets, and more.
Add the dimensions you need to track what's important to you as your business evolves.
Watch our on-demand demo to get a holistic overview of Sage Intacct and its core features.
Sage Intacct is licensed on a software-as-a-service (SaaS) model. It includes hosting, core software functionality, and quarterly system upgrades that apply automatically at no extra cost. However, its modular design allows for extensive customisation, which means pricing is often bespoke.
To give you a better idea of what a custom Sage Intacct solution looks like and how much it costs, we've put together three example builds.
Includes:
2 business users
2 company licences
10-user employee pack
Excel & Fusion integrations
Core financials (GL, Cash Book, AP, AR, Order Entry)
Reporting & dashboards
Includes:
5+ business users and 4 company licences
10-user employee pack
Excel & Fusion integrations
All Entry features plus: Multi currency, domestic consolidations (single base currency) and additional users & entries
Includes:
8+ business users and 5+ company licences
2x 10-user employee packs
Full API integrations: Excel, Fusion & Salesforce
All Enhanced features plus: Global consolidations and industry modules (construction, projects, non-profits)
We understand that moving to a cloud-based financial management and ERP solution comes with risk.
Taking your data off-premises requires a high level of trust and reassurance. Fortunately, one of the reasons we champion Sage Intacct is because of its commitment to security.
Sage Intacct follows strict security protocols and is certified to world-leading data security standards. In addition, the solution's in-house team includes certified information systems security professionals (CISSPs). They're responsible for Intacct’s security programme, which encompasses the physical and logical security of the Sage Intacct application, infrastructure, and internal IT systems.
Your Sage Intacct partner provides another layer of security. Their structured approach to implementation and integration expertise ensure that any connections and integrations to your core Sage Intacct platform adhere to the highest security standards, such as:
GDPR
ISO 27001
HIPAA
PCI-DCC Level 1
SSAE 18 SOC 1 Type II
SOC 2 Type II
ISAE 3402/ISAE 3000
Tier 3+ rated European data centre
Sage Intacct implementation can take as little as eight weeks. Once deployed, customers typically see a return on their investment within six months of go-live.
Deploying a new financial management and ERP solution is a significant undertaking. It involves everything from reallocating resources and training staff to changing your processes. When you choose Datel as your Sage Intacct partner, you'll gain access to the UK's largest team of accredited Sage consultants and a dedicated customer engagement manager. They'll guide you through every step of your implementation journey – from solution build and configuration to training, testing, and go live.
But that's not the end of your journey. Once your solution's up and running, your customer success manager will work with you to maximise your investment in Sage Intacct. They'll advise you on the next steps and make sure your solution keeps pace with your business.
Choosing Sage Intacct is the first step on your journey to better processes and business growth. The next step is choosing the right implementation partner. At Datel, we understand the value of partnerships and take pride in helping your business thrive.
We're the UK's leading Sage partner and a member of the Sage Platinum Elite. Our multi-industry expertise and over four decades of experience enable us to build solutions that not only meet your needs today but evolve with you to facilitate your success tomorrow.
01
At the very start of your journey, it’s essential that we understand your business needs.
This includes:
Meeting with one of our dedicated new business consultants
Discussing your objectives and what you want to achieve with a new system
Showcasing the appropriate Sage Intacct modules
Demonstrating how the modules work in practice
Helping you to evaluate the features and functionality Sage Intacct offers
02
We then scope and build a complete specification for your Sage Intacct solution.
This includes:
Assessing your requirements with a Sage Intacct consultant
Outlining any configurations or integrations needed to meet your needs
Documenting your full solution specification
Presenting the document for your feedback and approval and creating the final blueprint for your implementation
03
One of our APM accredited customer engagement managers will work with you throughout the implementation process.
During this stage, we:
Build, configure, and test your Sage Intacct solution
Provide director-level sponsorship to ensure we deliver your solution to your specifications
Train your users to ensure confident adoption
Complete your test plans and migrate your data
Prepare you to go live where you start to enjoy the benefits of your new Sage Intacct solution
04
As your business starts on its journey using Sage Intacct, you’ll work closely with your customer success manager.
This stage includes:
Ongoing guidance and regular check-ins from your customer success manager, ensuring your Sage Intacct solution continues to support your evolving business goals
Direct access to our award-winning Support Team whenever you need it
“We needed Sage Intacct, our CRM platform, and our e-commerce platform to talk to each other. Tim and his team did an excellent job of making this happen. From a technology perspective and the functional requirements that the Society had, Datel and Sage Intacct delivered.”
Tony Weston, The Royal Life Saving Society
With advanced financial management capabilities and ERP functionality, Sage Intacct is a force to be reckoned with. But how does it compare to other financial management and ERP solutions?
Sage Intacct and Sage X3 are both best-of-breed solutions. Sage Intacct specialises in financial management and accounting, with some ERP functionality. By contrast, Sage X3 is a dedicated ERP solution that's designed to manage your entire business.
Both Sage Intacct and Sage X3 boast robust reporting and analytics functionality, as well as multi-entity support. They both have a flexible, scalable architecture, built-in automation, and strong integration capabilities.
As a cloud-native solution, Sage Intacct is often quicker and easier to implement. And while both solutions cater to financial management, Sage X3 has extensive supply chain and production capabilities making it a great solution for product-based businesses. Sage X3 also has a range of deployment options including on-premises and private cloud hosting.
Read our Sage Intacct vs. Sage X3 comparison guideThe difference between Sage Intacct and Sage 200 is related to your requirements.
Sage Intacct unifies operational and financial data, to deliver powerful insights that support strategic decision-making and fuel business growth. Sage 200 is an all-in-one business management solution designed to unify your processes, enhance efficiency, and boost collaboration.
Sage Intacct and Sage 200 offer a range of features to help you manage your business's financial performance, including general ledger, accounts payable, and accounts receivable. Intuitive reporting capabilities make it easy to share insights with key stakeholders, while the modular design of both allows you to adapt your solution to changing business needs with minimal disruption to your systems.
As an all-in-one business management software, Sage 200 has supply chain, distribution and sales capabilities making it a great choice for product-based businesses. Sage 200 is an on-premise solution with private cloud hosting options. Sage Intacct is a cloud-native solution with quarterly releases and no additional upgrade costs. And, because it's cloud-based, it provides an extra layer of backup and security as standard.
Read our Sage Intacct vs. Sage 200 comparison guideSage Intacct and Sage 50 are financial management systems. However, Sage Intacct is a cloud-native solution designed to support business of any size. By contrast, Sage 50 is an entry-level software aimed at small businesses with basic accounting needs.
Whether you use Sage Intacct or Sage 50, you'll have access to the standard accounting capabilities every business needs. This includes multi-ledger, accounts payable, accounts receivable, cash management, and spend management. Both solutions also feature varying levels of report customisation.
Sage Intacct boasts a more extensive feature set than Sage 50. This includes workflow automation, multi-dimensional analysis, and SalesForce integration. Even the shared features are more advanced in Sage Intacct. For example, Intacct has AI-enhanced general ledger functionality, with real-time transaction posting and automated outlier detection. Whereas Sage 50 offers basic double-entry bookkeeping with standard chart of accounts structure.
Read our Sage Intacct vs Sage 50 comparison guideSage Intacct is a cloud financial management platform for growing, multi-entity organisations that need automation, AI and advanced reporting.
Xero is also cloud-based, but built for small businesses that need simple, everyday accounting tools like invoicing and bank reconciliation.
Sage Intacct and Xero are both cloud-based financial management solutions that offer core accounting features such as general ledger, accounts payable, and accounts receivable. Each platform helps reduce manual workload through automation and integrates with other systems.
Xero is built for small businesses with simple accounting needs. It offers core bookkeeping functions but has limited support for multi-entity structures, advanced reporting, or configurable financial workflows.
Sage Intacct is designed for organisations with more complex requirements. It provides multi-entity and multi-currency capabilities, deeper automation, stronger reporting, and the flexibility to scale as your business grows.
Read our Sage Intacct vs Xero comparison guideSage Intacct is a best-in-class financial management system focused on accounting, reporting, and automation. NetSuite is a broader ERP platform that includes finance alongside operational functions such as CRM, inventory, and supply chain.
Sage Intacct and NetSuite are both cloud-native platforms with robust financial management functionality. Each supports automation, multi-entity operations, integrations through open APIs, and the ability to scale as your organisation grows. Both offer advanced reporting and help teams improve productivity by reducing manual processes.
Sage Intacct is a finance-first solution designed for service-based and multi-entity organisations that need depth in accounting, automation, and reporting. Its workflows, dashboards, and multi-dimensional general ledger are built specifically for finance teams.
NetSuite is a broader ERP system that spans finance, operations, inventory, and supply chain. It’s well suited to product-centric or inventory-heavy businesses that need end-to-end operational workflows. While NetSuite can handle complex processes, it requires more configuration and typically takes longer to implement.
Read our Sage Intacct vs NetSuite comparison guideSage Intacct is a customisable, cloud-native financial management solution designed for growing, multi-entity organisations that need automation, multi-dimensional reporting, and scalability.
QuickBooks is a cloud-based accounting platform focused on essential bookkeeping tasks such as invoicing, expense tracking, and basic reporting. It’s built primarily for small businesses, sole traders, and single-entity organisations with straightforward finance needs.
Sage Intacct and QuickBooks both offer cloud-based accounting, covering core functions like general ledger, accounts payable and receivable, budgeting, and cash management.
Sage Intacct is built for finance teams that need advanced reporting, automation, project accounting, and multi-entity consolidation. Its multi-dimensional general ledger and workflows support more sophisticated financial structures.
QuickBooks focuses on essential bookkeeping tasks like invoicing and expense tracking. It lacks native multi-entity features and advanced automation, making it suitable for simple operations but limiting as organisations grow.
Read our Sage Intacct vs QuickBooks comparison guide
Most businesses understand that technology can help them realise their aspirations – but they won’t necessarily know how. We do.
We know that software alone isn't enough. Helping you get the very best from your technology – so you can work more efficiently and innovate faster – is what really matters.
Value is having a team in your corner who knows how to align the transformative potential of technology with your business goals. It’s the same people who stay by your side to make sure it delivers.
That's exactly what you get with Datel.
We specialise in bringing next-generation financial solutions to growing businesses. Go beyond cloud migration with strategic support and management from a leading Sage Intacct partner.
Sage Intacct is a flexible, cloud-based financial management solution. It combines advanced accounting, real-time reporting, multi-entity and multi-currency support, and automation, giving finance teams visibility and control.
Yes, Sage Intacct is a cloud-native financial management system. This means you can scale it to your needs, effortlessly adding new users and modules as your business grows. You also benefit from quarterly updates which install automatically – saving you time, money, and disruption.
Sage Intacct is designed for businesses that are growing and need more advanced financial management than basic accounting software can offer. It’s a strong fit for businesses that:
Are expanding quickly or planning for future growth
Are service-based
Need real-time financial visibility and advanced reporting
Want to automate manual finance tasks
Manage multiple entities, locations, or business units
Work with multiple currencies
A typical Sage Intacct implementation takes around eight weeks when delivered by an experienced Sage Intacct partner. Timelines can vary depending on your requirements, for example, the level of complexity and how much data needs to be migrated.
Read our Sage Intacct implementation guide to learn more.
Yes. Implementing Sage Intacct is a significant project and working with an accredited partner is the best approach. As product experts, we will guide you through each stage of your implementation journey including configuration, data migration, and any third-party integrations.
After go-live, you’ll have access to our dedicated support team for expert break/fix assistance to keep your system running smoothly. You’ll also be supported by a customer success manager, who acts as your strategic partner, helping you to continue to develop and get long-term value from Sage Intacct solution.