search icon

Sage Intacct accounting for professional services

Take collaboration and productivity to the next level with our professional services accounting software. Gain operational and financial visibility across your entire organisation to drive profitable growth.

Trusted by

Powerful, automated accounting software for professional services

Manage project profitability, optimise financials, and accelerate client satisfaction. Sage Intacct gives you the power to oversee the health of your business to react fast, and grow faster. 
Automate complex processes like cash management, AP/AR, and order management—reducing close time by 50%.
See profit-and-loss by service, project, region, or another dimensions. Reach peak performance with rich, flexible financial reports and customisable dashboards.
Manage projects and profitability by tracking project costs, expediting time-and-expense processes, and accelerating project billing.
Use our APIs or pre-built integrations to integrate with CRM tools like Salesforce, resource management software, Professional Services Automation (PSA), and more to streamline quote-to-cash cycles.

Find the right Sage Intacct plan for your professional services business

Get started today

Whether you're a growing consultancy or an established firm, Sage Intacct has a plan to help you streamline billing, track project performance, and grow profitably — with automation and insight that scale with you.

Sage Intacct Essentials

Cloud-native accounting for growing businesses. Automate manual tasks, gain real-time reporting, and stay in control — all for a simple monthly price.
  • Intuitive dashboards and built-in reporting
  • Digital audit trails for confidence and compliance
  • AI-powered invoice processing with anomaly detection
  • Track budgets by department, project, or grant
  • Access your financials anywhere, anytime

Sage Intacct

Advanced, flexible finance management for complex operations. Automate at scale, customise workflows, and gain deeper insights — built for businesses that demand control and clarity across every entity.

Everything in Sage Intacct Essentials plus…

  • Connect operational and financial data with an open API
  • Customisable revenue recognition
  • Manage your entire asset lifecycle in one system
  • Fully automate allocations for speed and accuracy
  • Global consolidations and tax legislation compliance
  • Project costing, time and expenses, and billing in one workflow

Advanced professional services accounting software features

Our features and flexible add-on modules are perfect for growing firms to further automate and streamline complex processes.

Employee timesheets

Revolutionise your timesheet management with AI powered time tracking software and our employee timesheet app.

Project accounting

Manage project costs and revenue, keep projects on time, and maintain project profitability.

Multi-entity and global consolidations

Consolidate hundreds of entities in minutes, not days – and boost productivity by more than 50%.

Unlock secrets from top CFOs

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

Why firms choose Sage Intacct

Sage Intacct

Whether it's digital marketing, IT services, professional employer organisations (PEOs), consulting, advertising, HR services, research, engineering, or another specialised sector, Sage Intacct professional services software combines smooth operational workflows with greater visibility to help your firm drive profitable growth. We help CFOs and project managers:

Benefits

  • Drive profitability with optimised project management, costing, and accelerated billing cycles.
  • Deliver exceptional service by optimising resource allocation based on real-time insights. 
  • Simplify project management with AI-powered time tracking and mobile timesheets.

Benefits

  • Manage complex projects, diverse clients, and project teams confidently as you scale.
  • Drive digital transformation with shared, secure data and integrations with top solutions without high IT costs.
  • Drive digital transformation at your firm, cutting out countless spreadsheets and endless admin. 

A solution that supports your firm's unique needs

No matter your industry, unlock new opportunities and drive your firm's growth with the best ERP software for project-based businesses. Close up to 70% faster and seamlessly handle multiple entities, currencies, and compliance as you scale. 

Biotech, pharmaceutical, and life sciences companies

Our cloud accounting is ideal for the needs of biotech, pharmaceutical, and life sciences organisations.

Engineering companies

Track your project costing, bill your customers, and manage all your service lines.

Marketing and advertising agencies

Track your campaign and project costs, bill your customers accurately, and allocate your supplier spend.

Service-based businesses

Track your project costing, bill your customers, and manage all financial processes.

Resources for professional services companies

Explore the latest research, guides, and webinars on accounting for professional services.
White paper

6 ways to meet financial excellence metrics in professional services

White paper

5 ways CFOs can increase project profitability

White paper

How marketing agencies can reach financial excellence

White paper

6 Reasons Wealth & Asset Management Firms Switch to Sage Intacct

Brochure

Sage Intacct product brochure

Sage Membership. Get more than software and solutions.

Learning and certifications

Grow your knowledge and boost skills across your team

Member Masterclass

Explore articles and tap into weekly videos on the topics that matter to you

Community

Network, share knowledge, and get the most out of Sage software

James Proctor

Director of Professional & Managed Services, Phase 3 

"You need your finance system to give you confidence in the data that you’ve got and that you’re invoicing correctly – that’s exactly what Sage Intacct gives us."

Wisdom for smarter business

Sage Advice

Read our blog and get articles, insights, and tips for your company.
Inside Sage Future: Agentic AI and the future of High-Performance Finance

Inside Sage Future: Agentic AI and the future of High-Performance Finance

Catch the highlights from Day 2 of Sage Future and see how Sage is turning bold AI ambition into real-world impact.

Read more
Read more
Inside Sage Future: The mindset and philosophy behind High-Performance Finance

Inside Sage Future: The mindset and philosophy behind High-Performance Finance

Day 1 at Sage Future opened with big ideas, bold ambitions, and a clear message: today’s CFOs lead the future.

Read more
Read more
Use Making Tax Digital for Income Tax to upgrade your practice and meet new rules

Use Making Tax Digital for Income Tax to upgrade your practice and meet new rules

Learn why MTD for Income Tax offers is the perfect opportunity to reshape client relationships and redefine your value as a modern accountancy practice.

Read more
Read more
What is a deferred tax liability? 

What is a deferred tax liability? 

Learn what deferred tax liabilities and assets are, why they occur, and how they affect your company's financial statements and future tax obligations.

Read more
Read more
4 reasons why finance leaders would choose Sage Intacct again

4 reasons why finance leaders would choose Sage Intacct again

Learn what finance leaders across the industry have to say about their decision to invest in Sage Intacct and why they would choose it again.

Read more
Read more
What is an invoice payment?

What is an invoice payment?

Learn what an invoice payment is, how it works, common invoice payment methods, and the meaning of payment terms on an invoice.

Read more
Read more
9 steps to create an effective financial plan for non-profit organisations

9 steps to create an effective financial plan for non-profit organisations

Learn what to consider when creating a financial plan for non-profit organisations, from understanding your model to integrating an accounting system.

Read more
Read more
What are R&D tax credits and how do you claim them?

What are R&D tax credits and how do you claim them?

Discover how R&D tax credits can cut your tax bill. Learn who qualifies, what costs can be claimed, and how to apply for R&D tax relief today.

Read more
Read more

Professional services accounting FAQs

Sage Intacct is a comprehensive financial management system with tailor made features for project-based businesses. Over 1.5 million projects have run on Sage Intacct. We work with companies that have financial management needs that range from simple cost tracking to detailed project task cost allocation and complex billing requirements. Our cloud-based system is centered on a high-powered general ledger that provides dimension level tracking for all of your transactions. What that means is you can significantly reduce the number of GL accounts you use, while also significantly expanding the way you report on your data. With automation of processes related to project costing, vendor management and accounts payable, project billing, time and expense tracking, and resource management, Sage Intacct can allow your finance team to focus on strategy instead of administrative process.

Professional Service Automation (PSA) is a phrase often used to refer to a wide range of software features built to serve service organisations such as Consulting, Marketing Agency,  Engineering, Architecture, Information Technology, and many other types of service providers. Many PSA software providers will use the term to refer to features related to the front of the project life cycle such as proposals, estimates and forecasting. PSA can also include resource management, time and expense tracking, vendor management and project billing.

Sage Intacct is a full featured accounting solution for professional services. Customers rely on Sage Intacct to 'own the dollar' for all of their project financial management needs. This covers project budgeting, billing, time and expense, AR/AP, vendor management, purchase orders, and much more. By 'owning the dollar' our features extend to provide robust project financial reporting, resource management, and a suite of tools designed for operations and project managers.

The professional service industry is constantly faced with challenges of revenue leakage, low utilisation, and strained project profit. Accurate and complete time entry is a major contributing factor to these struggles. Sage Intelligent Time is the only AI powered time entry system built into a full featured ERP system. Sage Intelligent Time provides each member of your team with an AI powered time assistant that provides suggested time entry cards based on that employee's calendar, email, and other activity. Using machine learning, the Time Assistant gets smarter and continuously improves the speed and accuracy of your teams' timesheet.

Sage Intelligent Time is providing a solution to an age-old problem for service-based businesses. Artificial intelligence and machine learning are providing a tangible tool for your team to provide continuous and trusted insights regarding their time. With this insight, your project managers can make better decisions, your project pricing is more accurate, and you invoicing and close process are faster than ever.

For many growing professional service companies, the billing process is too labor intensive to scale. Billing for professional services can be complex depending on the various elements that you need to include on your invoice. Sage Intacct is built to handle even the most complex invoicing requirements, as well as the variety of revenue recognition methods that can be associated with them. Automation around time entry, expenses, purchase orders, vendors, and all the other components required for billing, are instantly available for your team to easily draft and issue invoices, helping you scale your business without being held back by cumbersome processes.

When it comes to financial reporting, automation, accuracy, and customisation are key requirements for an effective solution. Sage Intacct financial reporting excels at all three. By leveraging the dimensions of the general ledger, reports can be grouped and sorted in a near unlimited way. Financial reporting done right can provide the insight your financial team needs to go from burdened with administrative tasks, to focusing on strategic planning. Whether you're creating multiple profit and loss reports, or automating project reports for your project managers, Sage Intacct can handle what you need.

See how you can achieve comprehensive project accounting