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Sage Intacct Professional Services Automation

Smarter project management, optimised resource allocation and increased profitability for your professional services firm.

Powered by Forecast's AI platform.

The AI-powered solution to help boost financial returns on your resources and projects

Harness AI for optimal resource allocation and productivity
Deliver profitable projects at scale
Deliver profitable projects at scale
Grow with a flexible, powerful platform

Resource management made easy

Balance your company's workload with crystal-clear visibility, so you can prevent project delays, team burnout or resource underutilisation. Our AI-powered platform provides real-time and predictive insights, for accurate forecasting of resource demand and strategic allocation of your resource pool.

  • Real-time overview of workload and capacity across all resources makes it simple to plan and adjust as you go
  • Get notified of issues proactively, so you can take preventative action
  • Prevent bottlenecks with fully interactive heatmaps that show team availability and workloads
  • Replicate your resourcing model with the ability to create soft and hard bookings for your teams

Anticipate future resourcing needs

Proactively plan with precision and manage capacity planning, even as you grow. With Sage Intacct PSA, you have everything you need to ensure optimal resource allocation, so you can mitigate the risk of delays and maximise project profitability.

  • Confidently meet client expectations, by knowing you have the right skills and resources at the right time
  • Get AI recommendations to allocate resources and input placeholders with speed and precision
  • Use soft or hard allocations to help accurately forecast project needs with real-time capacity insights
  • Maximise resource efficiency and know when to hire new talent to keep scaling smoothly

Consistently deliver your best work

Sage Intacct PSA analyses your successes and setbacks, providing tailored insights to enhance efficiency and profitability. Whether you run fixed price, time and material, or retainers, Sage Intacct PSA gives you the power and flexibility to manage them all side-by-side.

  • Learn from your best projects and teams, and replicate plans that increase your chances of success
  • Execute even the most complex projects
  • Scope tasks, add phases, view task boards and see task timelines all in one place
  • Get a holistic view of how all your projects are performing

Proven AI

Our AI-powered PSA platform drives real-time assistance for resource management, project planning, execution, monitoring and adjustment, enabling your business to achieve the best possible outcomes. Sage Intacct has integrated AI into our products for years, providing our customers with seamless experiences that they may not have even realised were powered by AI. With our mature AI technology, you can focus on what truly matters for your organisation.

Sage Intacct PSA FAQs

No, Sage Intacct PSA is sold separately and requires additional licenses.

Sage Intacct PSA is a solution designed to streamline professional service organisations. It automates project management, resource allocation, time tracking, and client management, improving efficiency and visibility.

Sage Intacct PSA software centralises project management, optimises resource allocation, enhances time tracking and billing accuracy, and provides comprehensive reporting for better decision-making.

Sage Intacct PSA offers specialised features tailored specifically for service-based businesses, including resource management, time tracking, billing, and client relationship management. This distinguishes it from generic project management tools.

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