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Professional Services Financial Management Platform

Industries

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

Trust the AICPA’s* only preferred provider of cloud financials

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. Whether 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.


Professional services software to 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.


Sage Intacct financial management platform for service-based businesses: The financial foundation for your business

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

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How CTI Clinical Trials Services Improves Finance Efficiency with Sage Intacct

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Sage Intacct for Professional Services - GeoTechnologies Case Study

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How services benefit from cloud-based project accounting (2:36)

In the five years since we graduated to Sage Intacct, our revenue increased significantly, and there’s no way we could’ve kept up with that growth if we were still using QuickBooks. I used to work up to 80 hours a week, but now I work 40-hour weeks with the same-sized team, thanks to the amazing automation and productivity boost we gained with Sage Intacct.

Lisa Roeder, Business Manager

Berkshire Associates