Sage Intacct Handbook

What is Sage Intacct?

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.

Sage Intacct is a futureproof solution that's accessible anytime, anywhere.

250%

return on investment

months payback

+40%

productivity improvement

Source: Sage

Core capabilities

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:

Accounts Payable

Streamline workflows across the AP cycle with exceptional speed and efficiency.

Accounts Receivable

Automate the invoicing and collections process to accelerate your cash cycle.

Cash Management

Track multiple accounts with real-time visibility and easy reconciliations.

General Ledger

Multiple entities, currencies, and geographies – consolidate it all in minutes.

Order Management

Automate complex, high-volume quote-to-cash cycles and improve profitability.

Purchasing

Achieve speed, accuracy, and visibility with structured transactions and approvals.

What do people use Sage Intacct for?

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 use cases

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:

Automation

Streamlining inefficient workflows by automating manual processes.
Getting paid faster by optimising accounts receivable (AR) processes.
Automating purchase orders, requisitions, and sign-offs.

Key feature: Intelligent General Ledger

Sage Intacct uses the power of AI and automation to deliver continuous accounting, trust, and insights.

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, digital 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.

Visualisation

Get a single, trusted view of quotes, sales, orders, and invoices by integrating Sage Intacct with your CRM platform.
Track customer insight and interactions from the same source to align sales and finance functions.
Track cash flow position in real-time from a single view of credit card, chequing, and savings accounts transactions.

Key feature: Financial dashboard reporting

Quickly access or create a reporting dashboard that analyses real-time business performance by business drivers—without managing 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 powerful report visualisations.
Interactive custom report writer lets you easily create real-time reports to tackle unique financial reporting needs.

Efficiency

Reduce manual data entry by connecting inventories with accounts payable and cash management.
Save staff time and improve productivity by giving users one application that’s easy to learn and intuitive to use.
Optimise billing and accounting by automatically posting order transactions to general and AR ledgers.

Key feature: Dimensions

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.
After creating a dimension, use it for any transaction—intelligent general ledger, receivables, payables, time, revenue management, fixed assets, and more.
As your business changes, add the dimensions you need to easily track what's important to your business.

See Sage Intacct in action

Watch our on-demand demo to get a holistic overview of Sage Intacct and its core functions.

Watch the demo

How secure is Sage Intacct?

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

How Sage Intacct keeps your data safe

Regular security tests

Sage Intacct undergoes tests every quarter to ensure your data is secure and safe from bad actors.

Real-time monitoring and status updates

Firewall logs and remote access activity, proactively monitoring for inconsistencies.

Access control

Sage Intacct controls physical access to its data centres, limiting access to hard records and corporate data systems. They’re subject to CCTV, man-traps, and biometrics controls (and more!)

Commercial-grade antivirus software

All systems that access, store, or process customer data or other sensitive information are equipped with antivirus software.

Data loss prevention

Sage Intacct executes daily backups to multiple global locations, continuous transaction data backups, and secure transaction data streaming to remote recovery centres.

Disaster recovery

After a disaster, Sage Intacct provides complete data recovery within 24 hours of a major incident.

Customisable security controls

Set your own password rules for and create inactivity time-outs. You can set granular role-based permissions to limit data access and monitor account activity.

Sage Intacct pricing

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.

How long does it take to implement Sage Intacct?

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.

“Ask why you are making the journey, because a new technology implementation should be valued on its impacts – to the business, management and the finance team who are actually doing the day-to-day work. We conducted a stakeholder analysis to understand how our people would be impacted by the change; and we looked at how we could evolve their roles during the journey, so that the business could be more streamlined, but also so that our finance users would have more enriched jobs. It’s key to think about your people throughout the transition process.”

David Smithson, Finance Transformation Lead, Markerstudy

Sage Intacct implementation from Datel

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.

Sage Intacct implementation roadmap

Understanding your business goals and aspirations

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.

Tailoring Sage Intacct to align to your business

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.

Project managed implementation

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.

Supporting you for years to come

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.

Product comparison

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 vs. Sage X3: Overview

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.

Similarities

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.

Differences

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.
Read our Sage Intacct vs. Sage X3 comparison guide

Sage Intacct vs Sage 200: 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.

Similarities

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.

Differences

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 guide

Power to your potential

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.

Speak to our team today

Resource

Contents

Download your copy of the Sage Intacct handbook