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Professional services financial management platform


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

Unlock secrets from top CFOs

Discover the strategies and best practices top financial leaders use to be more strategic and impactful in leading their organizations.

The best financial management platform for service businesses

In a professional services company, you need a 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 specialized discipline, Sage Intacct has the financial management platform for service businesses that combines operational and financial visibility to bring your business to new heights.

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

  • Digital marketing agencies
  • IT services
  • Professional employer organizations (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 customize 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 and countless spreadsheets. 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

Customer case study

Learn how Monstercat boosted their finance team efficiency by 30%, gaining capacity to scale

Customer case study

Traction on Demand's pursuit of business efficiency and reliable financials in the midst of rapid growth

Customer video

Sage Intacct for Professional Services—GeoTechnologies Case Study

Customer video

How services benefit from cloud-based project accounting

"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