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Project costing and billing

Billing

Simplified project billing brings new levels of efficiency to transform how your professional services firm bills projects.

Automation and productivity

Improve profit margins with rich data and insights

Lower costs through streamlined project billing processes

Provide a better service to clients with easy access to information for your team

Help Customize Close Add Task Refresh Project Gantt Chart Status 1001- Been verifed Quick Start Implementaion Completed 01/01/2023 02/02/2023 Define In Progress 01/01/2023 02/02/2023 009 - Donofria, Brian 01/01/2023 02/02/2023 008 - Harrington, Dave 01/01/2023 02/02/2023 Educate In Progress 03/03/2023 04/04/2023 027 - Roy, Amanda 03/03/2023 04/04/2023 Build In Progress 03/03/2023 04/04/2023 009 - Donofria, Brian 03/03/2023 04/04/2023 008 - Harrington, Dave 03/03/2023 04/04/2023 Model In Progress 04/04/2023 05/05/2023 008 - Harrington, Dave 04/04/2023 05/05/2023 009 - Donofria, Brian 04/04/2023 05/05/2023 Deploy In Progress 05/05/2023 06/06/2023 008 - Harrington, Dave 05/05/2023 06/06/2023 009 - Donofria, Brian 05/05/2023 06/06/2023 Start Status Finish Esti
hou Q1 February Feb 01 Feb 08 Feb 15 Feb 22 Mar 01 Mar 08 Mar 22 Mar 29 March Project/Task/Resource

Easily and quickly handle project costing and billing complexities

Project-based companies in engineering, consulting, and other professional services face a more diverse mix of clients and projects – and that leads to increasing complexities. You want to bid smarter based on historical profitability.

Meanwhile, clients want different billing terms and invoice formats/data. That’s where Sage Intacct shines, with a comprehensive project-billing solution to streamline and simplify this critical process.

Cost projects more accurately

Your professional services firm needs a project costing and financial management platform to match the way you work. Whether you just need to track expenses by projects, identify unbilled research and development costs, or run billable services projects for clients, Sage Intacct project costing and billing software have answers you need.

We show you the true financial impact of past projects, so you can make smarter project bids. By tying into your CRM system, Sage Intacct shows you what’s in the pipeline, so you line up the right people and materials and turn bids into projects without manual data re-entry.

Faster invoicing and billing for improved cash flow

With Sage Intacct project costing and billing software, you can combine different billing terms on a single project or multiple projects and deliver a consolidated invoice. You can base invoices on time and materials, fixed fees and milestones, or percentage completion.

Apply any custom invoice templates based on a specific project for each customer and configure invoices to individual client formatting specifications. With Sage Intacct, you save money and time while improving cash flow.

Reduce revenue leakage

Sage Intacct project costing and billing software cuts revenue leakage through an integrated process spanning sales, finance, and operations.

Personalised dashboards give you real-time visibility into budget versus actuals, billed versus unbilled expenses, and billable hours versus unbillable hours. You can even track change orders and not-to-exceed amount triggers so you can carefully manage the project and adjust plans as needed.

Automated revenue recognition

You need flexible billing terms to win and keep clients, but that can also make it difficult to comply with rules and controls and meet stringent compliance requirements.

Sage Intacct uses the same data for automated billing and revenue recognition. However, automated billing schedule is separate from automated revenue-recognition schedule, so you can do what’s right for your customers – and stay compliant.

Before deploying Sage Intacct, we envisioned CRM, time tracking, and finance systems that worked seamlessly together to automate our entire book-to-bill cycle. Now, that vision is a reality.

David Wholdwend
Vice President of Finance and Accounting, ModSquad

Explore how Sage Intacct enables better billing

Contract and subscription billing

Streamline workflows across the AP cycle with exceptional speed and efficiency.

Revenue recognition

Automate complex revenue accounting and more.

Interested in learning how Sage Intacct can help your business?


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