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About Sage Intacct

Sage Intacct is a flexible, customizable accounting software solution built on a true cloud foundation. Its robust technology infrastructure and modern user interface make it easy to share data and integrate with best-of-breed solutions—e.g., Salesforce—without sky-high IT costs. This powerful born-in-the-cloud financial management system accelerates businesses down the path of success.

Built by finance for finance, Intacct easily adapts to how you do business. With more insight and increased productivity, your financial team can drive business growth and, as that growth continues, stay on track with Intacct’s flexible, scalable platform.

To learn more about Sage Intacct and the future of financial management, check out a live online webinar or product demo by visiting our Sage Upcoming Live Online Events page! It’s frequently updated with focused webinars and product demos from Sage experts filled with the information you need to drive your business forward. 

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Gartner’s 2019 Critical Capabilities Report awarded Sage Intacct the highest score in core financials for lower midsize enterprises. 

Core financial capabilities include:

  • Accounts payable – Streamline workflows across the AP cycle with exceptional speed and Salesforce, ADP efficiency.
  • Accounts receivable – Accelerate your cash cycle by automating the invoicing and collections process.
  • Cash management – Track multiple accounts with real-time visibility and easy reconciliations.
  • General ledger – Consolidate multiple entities, currencies, and geographies 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.

You need real-time information at your fingertips to make bold business decisions. Sage Intacct is a modern, project-centric accounting solution that automates your critical processes and offers visibility into your operations.

Sage Intacct’s project accounting capabilities allow your business to:

  • manage, analyze, and present your financial information the way you want
  • simplify time and expense management, keeping your staff focused on customer service instead of administrative tasks
  • track detailed project costing, so you understand the true cost of projects, see emerging trends, and budget properly
  • automate project billing with a flexible, customizable process
  • add, manage, and report on multi-entities, automate global consolidations, and gain business-wide financial and operational visibility
  • use powerful analytics to make informed decisions, take advantage of new opportunities, and make necessary corrections

Sage Intacct automates subscriptions, specialized contracts, recurring billing services, and the complexities of GAAP-compliant revenue recognition. Automated workflows, smart revenue recognition, and seamless data flows streamline the revenue cycle across your organization.

  • Contract and subscription – Automate pricing, billing, subscription models, revenue recognition, and more.
  • Project costing and billing – Bid smarter and bill faster with less revenue leakage.
  • Revenue recognition – Support ASC 606 and IFRS 15, automate complex revenue accounting, and more.

Sage Intacct’s budgeting and planning capabilities offer control, collaboration, and security. Your team members are always working on the latest version of your budget, and you’ll know who updated it and when. The ability to create and save multiple scenarios within a single budget offers total control of your processes. 

End budgeting and planning spreadsheet headaches for good.

  • Invite department heads to build or edit their budgets.
  • Present plan or budget options to management.
  • Transfer sensitive data from spreadsheets and emails into a single, secure solution.
  • Limit access to payroll data with user-level security.
  • Easily model calculations, such as projected cash flow, sales, revenue recognition options, and headcount expenses.
  • Focus on strategic plans that exploit business opportunities and sidestep risks.

Sage Intacct’s built-in growth tools make integrating with applications like Salesforce and ADP easy, and many Intacct customers have two or more integrations with other services. Open application programming interfaces (APIs), Vision33’s The Saltbox Platform, and other SDKs make integrations simple and seamless. Our team of business analysts can push data to Sage Intacct and initiate integration actions from dashboards or application pages. 

Scalability: As your business grows, Intacct grows with you. Multiple flexible add-on modules keep the momentum going.

  • Fixed assets – Create an automated asset management system.
  • Inventory management – Track, value, and manage stock.
  • Multi-Entity and global consolidations – Manage complex financials for multiple locations and entities.
  • Project accounting – Manage costs and revenue, keep projects on time, and maintain profitability.
  • Revenue recognition – Account for multiple revenue types, including subscriptions, licenses, and services.
  • Sales and use tax – Automatically calculate sales tax and VAT with the built-in Avatax integration.
  • Purchasing – Achieve speed, accuracy, and visibility with structured transactions and approvals.
  • Spend management – Govern company purchasing vs. budgets and never exceed spending caps.
  • Vendor payment services – Power payments on the American Express Global Commercial Services platform.

From Accounting Software to Sage Intacct

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As the size, complexity, and pace of your business grow, the frustrations multiply. The accounting system you relied on to manage finances and operations has become a barrier to growth and efficiency. But in a highly competitive business climate, you can’t afford spiraling overhead costs, functional limitations, and unnecessary risks. 

Sage Intacct’s cloud accounting software products and financial management solutions deliver accounting capabilities for multiple industries with a single aim: to accelerate your success. 

 

Intacct customers achieve an average 250% return on investment (ROI) in six months or less and: 

  • reduce time to close by up to 79% 
  • see real-time reporting across hundreds of consolidated entities 
  • put finance leaders in a position to drive more growth 

Intacct’s modular true cloud accounting solution meets your business needs today and gives you the flexibility to add functionality tomorrow.  

 Learn more about the power and endless possibilities of Sage Intacct.

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Differences Between Sage Intacct and Other Sage Solutions

If you’re familiar with Sage 300, Sage CRM, or Sage 50, you might be wondering how Intacct is different. 

Here’s how Intacct offers unique advantages as part of the Sage family. 

  • Intacct is born in the cloud, not adapted for the cloud—it’s a next-generation, best-of-breed accounting solution that’s accessible anytime, anywhere with no complex upgrades or additional IT infrastructure. 
  • Intacct offers faster, more robust financial reporting with a built-in report writer and accurate, real-time data, enabling decision-making based on the best information. 
  • Intacct has an increased capacity for complicated or advanced functionalities related to inter-entity transactions, multi-currency consolidations, revenue recognition, subscription billing, and project accounting. 

Sage Intacct offers the advantages of a modern cloud accounting solution: lower costs, added security, and endless productivity.  

Intacct’s cloud accounting software streamlines vital financial management processes, eliminates spreadsheets, and provides real-time visibility into your business's performance so you can make better decisions.  

  • Automate invoice expenses, payments, and other mission-critical transactions. 
  • Always be audit-ready. 
  • Enjoy a lower total cost of ownership (TCO) vs. traditional on-premises solutions. 
  • Leverage open APIs to seamlessly integrate with other best-in-class cloud applications.
  • Eliminate hardware costs and IT management.  
  • Achieve peace of mind with world-class security, backups, and disaster recovery.  
  • Access your information anytime, anywhere, on any device.  

Key Functionality

Sage Intacct provides robust tools to simplify and streamline billing, accounting, and reporting, automate workflows, analyze reliable data, and be prepared for growth. 

Accounts Payable

  • Automate manual AP processes. 
  • Configure approvals process, workflows, and internal controls with a few clicks. 
  • Strengthen the reliability of your data. 
  • Put your team’s focus on the bigger picture. 
  • Save thousands of hours per year.

Accounts Receivable

  • Enjoy automatic processes, email invoices, and multiple payment options for customers. 
  • Connect with your CRM solution for a single view of quotes, sales orders, and invoices. 
  • Automatically post your order transactions to your general and AR ledgers. 
  • Automate collection notices for hassle-free collections. 
  • Make your AR team more efficient and get paid faster. 

Order Management

  • Save time and reduce errors. 
  • Enter an order when it’s first received and let an automated flow do the rest.  
  • Integrate with your CRM to track customer information and interactions in one place. 
  • Get your sales and finance teams on the same page with valuable insight.  
  • Provide superior customer service.

Cash Management

  • Access all your transactions from credit cards, checking, and savings accounts in one place. 
  • Quickly get a complete, real-time view of your cash flow.  
  • Automatically reconcile your checking, savings, and credit card accounts without spreadsheets. 
  • Spot unusual or fraudulent charges, manage bank errors, and maintain accurate cash balances. 
  • Save time so your staff can focus on more valuable tasks.  

Intuitive Dashboards

  • See a detailed overview of your operational and financial performance.  
  • Make fast, smart decisions based on real-time information. 
  • Choose how your data is displayed with key metrics from virtually any perspective. 
  • Use a specialized dashboard for SaaS companies to aggregate the vital metrics for your board reports (committed monthly recurring revenue, annual or monthly recurring revenue, customer acquisition cost, churn, and customer lifetime value). 

Built-In Reporting

  • Effortlessly dive into your data for valuable insight. 
  • Use—or customize—150 built-in reports.  
  • Create unique reports.
  • Track and report on financial and operational data.  
  • Include budgets in financial reports.  
  • Get an accurate view of performance and adjust goals and expectations accordingly.  

Additional Modules

As your business grows, Intacct meets all your needs with these advanced financial capabilities:  

  • Contract and subscription billing 
  • Contract revenue management 
  • Fixed assets 
  • Inventory management 
  • Multi-Entity and global consolidations 
  • Project accounting 
  • Sales and use tax 
  • Time and expense management 
  • Vendor payment services  

Collaboration Tools

Collaboration tools are secure, embedded communication tools that allow you to: 

  • eliminate the ambiguity of email 
  • resolve issues faster 
  • keep a record of conversations and relevant notes 
  • work together faster and more efficiently  

Purchasing

  • Order what you need when you need it. 
  • Automate and streamline purchase requisitions, purchase orders, and signoffs. 
  • Connect with accounts payable, cash management, and inventory. 
  • Eliminate redundant data entry. 
  • Customize dashboards to provide your team with real-time information for faster decisions. 

Integrations

Financial management involves a lot of information you’ll likely need to move between business applications, which can be problematic. Transforming data requires workflows, time, and manpower, and mistakes are costly. 

Luckily, Sage Intacct provides a simple, native connection service to many related solutions, including Avalara, ADP, and American Express. Many Intacct customers have two or more integrations with other services, using The Saltbox Platform and other APIs to make those integrations simple and seamless.

Saltboxis Vision33’s cloud-based integration platform as a service (iPaaS) solution that eliminates human error and maximizes your ERP investment. Drag-and-drop functions within Saltbox’s visual data mapper convert your Sage Intacct data to the correct format, and its engine moves information through the cloud with the power of AWS scaling, allowing it to handle an infinite data load. You can keep a human involved in workflows or automate the entire data connection process. 

The options for connectivity between Intacct and other mission-critical business applications are endless with Saltbox. Vision33 can even leverage The Saltbox Platform to create custom endpoint connections for your unique business applications.

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Value for Customers

Success Story: eDNAtec 

Based in St. John’s, Newfoundland and Labrador, Canada, eDNAtec uses advanced genomics technology to assess and monitor ocean health. The company generates environmental insights to support ocean-based industries and operates the world’s first dedicated research center for environmental genomics. As leaders in this emerging science and technology field, eDNAtec chose Sage Intacct because it was a cloud-based solution that offered scalability and streamlining capabilities. 

Since going live on the Intacct platform, eDNAtec completes routine tasks much more quickly, and the timeframe for critical monthly reporting has decreased by two weeks. 

"If I had known Intacct was so easy to implement, I would have done it soon after I started with the company. It would have meant valuable time savings from the gate and afforded enhanced reporting focused on priorities and growth opportunities."

Janis Swantee, Accounting Operations Manager, eDNAtec

Value for CFOs

A Sage survey of more than 500 U.S.-based CFOs revealed an increased demand for real-time data and digitizing the finance function. 

CFOs are increasingly being asked to provide strategic business counsel. This means they can no longer remain laser-focused on the traditional role of running the daily business accounts because it leaves little time to view the bigger picture and make concrete decisions about a company’s future.

With Intacct, CFOs have information at their fingertips to make quick decisions and have evolved into true strategists who base their outcomes on practical data. There is no room for intuition or guesswork—every business decision is backed by solid, data-driven reasoning.

Sage Intacct gives CFOs the information they need to excel at their jobs in today’s financial world.

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Industry Verticals

Professional Services

Professional services: A Service Performance Insight survey of over 600 professional services organizations—including IT and management consulting, marketing, accounting, and legal services—identified key performance indicators (KPIs) that can help businesses benchmark their financial data and identify where they need to focus as they continue to grow.

Those KPIs include:

  • Cash flow – reissuing invoices
  • Cash flow – billing cycle
  • Cash flow – collections
  • Utilization
  • Write-offs
  • Project profit

Learn more about how ERP solutions like Sage Intacct drive growth for professional services organizations.

Financial Services

Financial services: Sage Intacct is the number 1 accounting software for over 670 financial services firms that collectively manage more than $1.3 trillion AUM. 

Top-performing finance leaders can:

  • care for their assets under management through direct investments and real estate
  • add new legal entities in minutes
  • make data-driven decisions based on consolidated, multi-entity financials
  • consolidate quickly, without tedious Excel tasks
  • utilize multi-dimensional reporting and data with real-time visibility
  • manage costs
  • assign internal controls
  • minimize risk

 

Nonprofits

Nonprofits: Sage Intacct helps nonprofit organizations pursue their missions more efficiently with:

  • fast consolidations to manage complexity
  • comprehensive fund accounting
  • stronger internal controls
  • tighter cash management
  • complete visibility and transparency

Technology and Software

SaaS companies: Sage Intacct’s software as a service (SaaS) metrics dashboards calculate CAC, CLTV, CMRR, gross churn, customer churn, and other vital KPIs. 

Subscription management software uniquely lets you tag unlimited dimensions on your journal entries to calculate real-time SaaS dashboards, enabling:

  • early-stage firms to prove revenue models
  • growth-stage firms to prove net renewal models
  • PE-funded firms to expand EBITDA

 

About Sage

Founded in 1981, Sage is one of the largest enterprise software companies in the world. Over six million businesses in 20+ countries use Sage’s enterprise resource planning (ERP), accounting, customer relationship management (CRM), inventory management, and human resource management software. After acquiring Intacct in 2017, Sage continues to lead the cloud financial management revolution.

Don’t take our word for it, though—see how Sage customers rate their Intacct experiences in this report