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Cloud finance software for professional services organisations

Professional Services

Improve project profits by up to 20% with Sage Intacct.
Download product brochure

PDF overview of Sage Intacct

See Sage Intacct in action

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Real-time, project-level data to proactively manage all aspects of your projects

Issue accurate invoices quicker and drive more efficiency with Sage Intacct.

Save 40 hours

Save 40 hours per month on invoicing processes

Recover 10K

Recover 10K per billable employee

65% improvement

Improve productivity by 65%+

Get a clear view of your projects

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

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

Use real-time information to increase project profitability

Consolidate all of your various business entities in minutes

Move to the cloud and eliminate unnecessary IT costs

Trusted by the American Institute of Chartered Public Accountants

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.

Award-winning financial management software

In professional services, you need cloud financial management software that helps you keep your operations profitable and your customers satisfied. Whether you’re in IT services, consulting, marketing, advertising, HR services, staffing and recruiting, research, engineering, Sage Intacct gives service businesses the operational and financial visibility they need to operate at the top of their game.

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

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

The project management platform that hits the mark

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.

Meet multiple entities and global consolidations head on

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.

Bring your entire business into focus

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.

Effortlessly connect with other best-in-class solutions

Financial management software 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 best in-breed financial management solution ranked No. 1 in customer satisfaction – is the only business financial 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. Learn why these companies and many others chose Sage Intacct with our guide: Sage Intacct vs. Quickbooks

*American Institute of Chartered Public Accountants

Take a Coffee Break demo with Sage Intacct

Join us for a 20 minute interactive demo and live Q&A

Resources to level up your business

6 ways to meet financial excellence metrics in professional services

Discover how to improve your metrics, actionable KPIs, and the biggest factors that are impacting your figures. 

5 ways CFOs can increase project profitability

Revealed: the one metric that’s underutilised and why it’s more beneficial than any other for long-term growth of professional services. 

How marketing agencies can reach financial excellence

Find out 6 key practices to follow that will help you understand your figures and improve them using actionable KPIs.  

6 Reasons Wealth & Asset Management Firms Switch to Sage Intacct

If you are ready to maximise your growth and provide higher value to your business, you need a technology platform that will take you there. 

Sage Intacct product brochure

See how Sage Intacct can create smooth operational workflows and greater financial visibility

Give Feedback

The Future CFO

CFOs have a central role to play in businesses recovering from the coronavirus pandemic. As credit tightens and markets transform in the post-pandemic economic downturn, it’s the chief financial officer who will navigate their company back to prosperity. This report looks at the future of the CFO in the post-COVID war for survival, offering inspiration to those on the front line.

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.

See how you can achieve comprehensive project accounting