Sage Intacct Handbook
Everything you need to know about Sage Intacct from Datel, including key features, use cases, comparisons to other Sage products, and getting live on the software.
Everything you need to know about Sage Intacct from Datel, including key features, use cases, comparisons to other Sage products, and getting live on the software.
For those familiar with Sage solutions, Sage Intacct is everything you love about Sage, but with the scale and power of the cloud. Purpose-built for today’s financial management needs, Sage Intacct is ideal for rapidly scaling organisations that operate with simple or complex finance infrastructures.
This cloud-based financial management solution is accessible on all devices and browsers, allowing you to log on from anywhere and see the data you need, presented logically and engagingly.
Sage Intacct also automates tedious processes and helps you manage multi-entity complexities - putting you in the driving seat to propel business growth.
250%
return on investment
<6
months payback
+40%
productivity improvement
Source: Sage
We love Sage Intacct for its innovative features, powerful foundation, and flexible integrations. As standard, it comes with the core financials needed for total control and visibility including:
Sage Intacct is built for multi-entity, multi-legislation, multi-currency organisations or those needing more powerful capabilities than an entry-level accounting package. Put simply, if your organisation has more complex needs, Sage Intacct has the power and scale to manage them.
Our customers use Sage Intacct to solve various financial 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.
By choosing Datel as a Sage Intacct partner on your digital transformation journey, you get proactive support and guidance at every stage – delivered by experienced Sage experts.
Sage Intacct is powerful enough to perform a variety of critical functions across a range of industries, and you can categorise them into three key activities:
Sage Intacct uses the power of AI and automation to deliver continuous accounting, trust, and insights.
Quickly access or create a reporting dashboard that analyses real-time business performance by business drivers—without managing a complex chart of accounts.
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.
Watch our on-demand demo to get a holistic overview of Sage Intacct and its core functions.
We understand that moving to a cloud-based financial management solution comes with risk. One of the most common questions customers ask us is about cloud security. Moving your data off-premises for the first time requires a high level of trust and reassurance. Fortunately, one of the reasons we champion Sage Intacct is because of Sage’s commitment to security, which aligns with our values of customer peace of mind.
The Sage Intacct team includes dedicated, seasoned, and certified (CISSP) Information Security professionals responsible for developing and driving Sage Intacct’s security programme. The programme encompasses the physical and logical security of the Sage Intacct application and infrastructure and its internal IT systems. Datel's implementation approach and integration expertise ensure that any connections and integrations to your core Sage Intacct platform are delivered to the highest security standards.
In addition, Sage Intacct is certified for and meets the requirements of world-leading standards and regulations.
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 is licensed on a software-as-a-service (SaaS) model. It includes hosting, core software functionality, and access to quarterly system upgrades that are automatically rolled out at no extra cost. But, since Sage Intacct is designed to fit perfectly with your business, pricing is often bespoke – you pay for what you need and are billed annually.
Modules, number of users, user access levels, integrations, and the scale and complexity of your implementation all influence the cost of your solution. That's why it's crucial to work with a Sage Intacct partner that understands your business and your goals.
Sage Intacct implementation takes as little as 8 weeks and our customers typically see a return on their investment within 6 months of go-live.
Moving to a new finance or ERP solution can bring sufficient benefits to your business, beyond the finance function and can involve changing processes, training staff, and reallocating resources. When you choose Datel as a Sage Intacct partner, you get access to an APM-accredited Customer Engagement Manager who works with you throughout your implementation journey – from solution build and configuration to training, testing, and go live.
Once live, you will work with a fully accredited Sage Intacct Customer Success Manager who will work with you to maximise your investment in Sage Intacct. They'll understand your business aspirations and your implementation of Sage Intacct to advise on next steps and make sure your solution keeps pace with your business.
David Smithson, Finance Transformation Lead, Markerstudy
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. That’s why we take great 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 empower us to build solutions that not only meet your needs today but evolve with you to facilitate future success.
Our implementation process is designed with your success in mind.
01
At the very start of your journey, it’s essential that we fully understand the needs of your business. One of our dedicated New Business Consultants will meet with you to listen to your business objectives and learn what you want to achieve with a new system. We’ll then showcase the appropriate Sage solutions and show you how they could work for your business, enabling you to evaluate the features and functionality that are important to you.
02
Should you find Sage Intacct to be the right fit for you, we’ll scope and build a complete specification of your Sage Intacct solution. This process will include one of our Sage Intacct Consultants assessing your requirements and outlining any specific configurations or integrations necessary to meet your needs. The specification will be captured in a document and presented to you for feedback and approval, becoming the blueprint for your implementation.
03
One of our APM accredited Customer Engagement Managers will work with you throughout the full implementation journey. During this time, Datel’s Sage Intacct consultants and R&D Team will build the solution and any specific configurations defined. Also, for a bit of extra reassurance, one of our Directors will sponsor your project to ensure that we deliver it to your measures of success. Once we've built your solution, we train your users, complete your test plans, and migrate your data into the solution. You’ll then be ready to go live and 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 and be introduced to our Support Team. Our award-winning Support Team is the largest of any UK Sage partner, and will be on hand to quickly help you resolve any issues that may arise. Your Customer Success Manager will keep in touch to ensure you get the most from your investment in Sage Intacct, and will work with you on future phases of your tech strategy to ensure it’s always aligned to your business goals.
Sage Intacct is a best-in-class cloud accounting and financial management platform. But what does that mean in practical terms? More importantly, how does it stack up against other Sage solutions?
Sage Intacct and Sage X3 are both best-of-breed solutions from Sage. Sage Intacct specialises in financial management and accounting whereas Sage X3 is a comprehensive 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 that allows you to customise your solutions to your needs as your business grows, and built-in automation to streamline core processes. They are both customisable to your needs and have strong integration capabilities with wider business solutions.
As a cloud-native solution, Sage Intacct is often quicker and easier to implement. Sage X3 has a range of deployment options including on-premises and private cloud hosting.
The 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.
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.
Most businesses understand technology can play a fundamental role in helping them realise their aspirations, but they won’t necessarily know how.
But we do.
We understand that software alone isn't enough. We know that by helping you to get the very best from the technology to become more efficient, productive, and innovative, while staying one step ahead of the competition, is what really matters.
Value is having a team in your corner who knows how to align the capability of the software, with the ambitions of the business. It’s the same people who stay by your side to make sure it delivers.
Learn more about Sage Intacct, partnering with Datel, and how we’ve helped other businesses unlock their potential with Sage.
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.