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Cloud-based accounting software that helps you ensure profitable operations and improve customer satisfaction

Professional Services

 

Stop managing projects through the rear-view mirror

Get real-time project financial data and know where you’re going

Automate back office processes, reduce headcount, and save thousands of dollars annually

Use real-time information to increase project profitability

Consolidate hundreds of entities in minutes

Move to the cloud and eliminate unnecessary IT costs

Trusted by the American Institute of Chartered Public Accountants

The best financial management platform for service businesses

In a professional services company, you need cloud-based financial management platform that helps you ensure profitable operations and improve customer satisfaction. Even if it’s IT services, consulting, marketing, advertising, HR services, staffing/recruiting, research, engineering, or other specialised discipline, Sage Intacct has the financial management platform for service businesses that combines operational and financial visibility to bring your small business to new heights.

Sage Intacct is the best professional financial management platform for service businesses, including:

  • Digital marketing agencies
  • IT services
  • Professional employer organisations (PEOs)

Project management platform for service-based businesses

Forget the pain of manual processes and patching together countless Microsoft Excel spreadsheets or QuickBooks instances. With Sage Intacct’s services software for automated project accounting, your data flows seamlessly across your business in unified workflows that you can easily customise to your unique business need – and manage projects and profitability. Track project costs, expedite time-and-expense processes, and accelerate project billing. Thanks to prebuilt integration with Salesforce CRM, you can streamline the quote-to-cash cycle – or use our APIs to integrate with a CRM of your choice.

Easily manage multiple entities and global consolidations

As companies grow, the complexities of multi-entity management and global consolidation become extremely challenging. With Sage Intacct’s professional financial management platform, you can quickly create powerful consolidations to easily manage separate financials for multiple locations and multiple business entities across industry segments, service lines, regions, and countries. Sage Intacct financial management platform automates currency conversions, inter-entity transactions, local tax reporting, and more. Eliminate manual effort, the countless spreadsheets, and multiple MYOB instances. Close your books faster and bring on the growth.

See your entire business

Sage Intacct’s visual dashboards and flexible reporting give your business unprecedented visibility – from any perspective, top to bottom. Now you can see profit-and-loss by business/service, project, manager, region, customer type, or other dimensions and metrics – all in real time – so you know what to improve or where to invest. Provide secure access to your project teams based on user privileges so they can make smart decisions.

Open integration to best-in-class solutions

Financial management platform doesn’t work in isolation. It needs to integrate with other software, data, and tools for greater efficiency and competitive advantage. From CRM to project and resource management, Sage Intacct offers open integration to best-in-class solutions. You’re always able to select the right software that is best for your business – with the ability to seamlessly integrate with Sage Intacct.

The Sage Intacct advantage

Sage Intacct – the cloud-based professional accounting software firm ranked No. 1 in customer satisfaction – is the only business accounting solution recommended by the AICPA. Maybe that’s why professional services companies like Tandem HR, Cameo Global, Smith Systems, and more rely on Sage Intacct to streamline, automate, and accelerate their business accounting and drive new levels of success.

*American Institute of Chartered Public Accountants

Hear what some of our professional services customers have to say

CTI Clinicial Trails Services case study

CTI Clinical Trials Services improves financial efficiency with Sage Intacct.

GeoTechnologies case study

GeoTechnologies automate key finance processes, including the monthly close, accounts receivable, and multi-entity accounts payable and allocations.

How Sage Intacct customers manage projects

Easily track project time and expenses, gain visibility into project profitability, and improve profit margin.

Give Feedback

"QuickBooks was inefficient and cumbersome. What I like about Sage is the flexibility. It's made it really easy for us to build department-specific reports."

Jodi Posner
CFO, James Beard Foundation