What is Sage Intacct? Cloud-based Financial Management & ERP

Core capabilities

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.

Accounts payable

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

Accounts receivable

Automate invoicing and collections 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?

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.

Two Datel Sage Intacct consultants seated at a table with various laptops, discussing a project

Sage Intacct use cases

Sage Intacct is powerful enough to perform a variety of critical functions across a range of industries. These fall 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 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.

Visualisation

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.

Key feature: financial dashboard reporting

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.

Efficiency

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.

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.
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.

See Sage Intacct in action

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

Watch the demo

How secure is Sage Intacct?

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

Two Datel Sage Intacct consultants: one is sitting at his desk, working on his computer, while the other leans over his shoulder

How Sage Intacct keeps your data safe

Regular security tests

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

Real-time monitoring

Firewall logs monitor network traffic – including source, destination IP addresses, and port numbers – to identify malicious activity.

Access control

Sage Intacct controls physical access to its data centres, protecting corporate data systems. They’re subject to CCTV, man-traps, 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

Daily backups to multiple global locations, continuous transaction data backups, and secure transaction data streaming to remote recovery centres protects against data loss.

Disaster recovery

Sage provides complete data recovery within 24 hours of a major incident, minimising downtime so you can get back to business as usual, fast.

Customisable security controls

Set custom password rules, inactivity time-outs, and role-based permissions to prevent unauthorised data access.

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 apply automatically at no extra cost. However, its modular design allows for extensive customisation, which means pricing is often bespoke – you pay for what you need and are billed annually.

Modules, number of users, user access levels, integrations, and the complexity of your implementation all influence the final cost. That's why it's crucial to work with a Sage Intacct partner that understands your business and your goals.

Two Datel Sage Intacct consultants in a brightly lit office, looking at information on a laptop

How long does it take to implement Sage Intacct?

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.

A smiling Datel Sage Intacct consultant speaking to a customer over the phone

“Ask why you're 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

Datel's Darren Saint and Markerstudy's David Smithson on stage at an event

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 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.

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 understand your business needs. One of our dedicated new business consultants will meet with you to discuss your objectives and learn what you want to achieve with a new system. We’ll then showcase the appropriate modules and how they work, letting you evaluate the features and functionality Sage Intacct has to offer.

Tailoring Sage Intacct to align to your business

Next, we 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. We capture this information in a document and present to you for feedback and approval. This becomes the blueprint for your implementation.

Project managed implementation

One of our APM accredited customer engagement managers will work with you throughout the implementation process. During this time, our Sage Intacct consultants and R&D Team will build, configure, and test your new solution. For added peace of mind, one of our directors will sponsor your project to ensure we deliver it to your specifications. 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. You'll also gain access to our award-winning Support Team. They'll help you resolve any issues that may arise. Your customer success manager will check in with you periodically to ensure you're getting the most from your investment and that it aligns with your business goals as they evolve.

Sage Intacct case study

Streamlining financial operations for the Royal Life Saving Society

When the Royal Life Saving Society realised its finance system was no longer fit for purpose, they decided to upgrade to Sage Intacct. Working together, we implemented a bespoke solution that integrates with their CRM and e-commerce platforms seamlessly – simplifying finance operations and improving overall efficiency across the charity.

Read the case study

Product comparison

With advanced financial management capabilities and ERP functionality, Sage Intacct is a force to be reckoned with. But how does it compare to other Sage solutions?

Sage Intacct vs Sage X3: Overview

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.

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, built-in automation, and strong integration capabilities.

Differences

As a cloud-native solution, Sage Intacct is often quicker and easier to implement. And while both solutions cater to financial management, Intacct offers more extensive reporting and data analytics. 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

Sage Intacct vs Sage 50: Overview

Sage 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.

Similarities

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.

Differences

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 guide

Smartly dressed, smiling members of Datel's Sage Intacct team in a meeting

Power to your potential

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.

Speak to our team today

Resource

What is Sage Intacct? A guide to cloud-based financial management & ERP

Contents

Download your copy of the Sage Intacct handbook