Sage Intacct

Grow your accounting practice with Sage Intacct Advisory

Get the efficiency you need to drive your most valuable clients into their next phase of growth.

AI-powered capabilities
Industry-focused workflows
Scale large, complex clients

Clients need strategic financial guidance from their advisor

Firms that adopt AI-powered advisory services like those you can offer through Sage Intacct experience time savings up to 70% in core workflows.

Global talent shortage

With 75% of US CPAs nearing retirement, your expertise is more valuable than ever.

Increasing competition

Consolidation is shrinking the accounting services market. Modernize your firm to stay competitive.

Compliance complexity

Regulatory changes are accelerating. Advising on complex compliance issues sets you apart.

Additional demands

Clients expect fast delivery and strategic financial advice. Meet this need or risk losing them.

The advisory workflow solutions built for accountants

Sage Intacct Advisory is an AI-powered solution, designed around the outsource and advisory services you provide.

Designed for industry growth
Supercharges advisory and finance performance
Driven by trustworthy, compliant AI
Seamlessly connects with your favorite platforms

Read the press release

Get the most out of Sage Intacct Advisory

Sage Intacct Advisory includes a range of tools to support your practice as it scales, and your clients as their businesses grow.

Procure to pay (P2P)
                Accelerate your clients' P2P cycle from request to reporting. Automate accounts payable (AP), expense management, and vendor payments for proactive financial control.

Planning and analytics
                Standardize financial planning and advisory services with AI-powered tools. Real-time financial and operational data drives better decisions, stronger margins, and lasting client relationships.

Industry-specific workflow solutions

Stand out with tailored industry tools. Sage Intacct Advisory helps you sharpen your competitive edge, build client trust, and drive scalable, profitable growth.

Nonprofit

AI-powered cloud nonprofit accounting software built to scale your clients' missions.

Healthcare

Healthcare accounting that protects patient data and reduces admin by 90%.

Family office

Real-time visibility and deeper insights to help you manage and grow client investment.

Private equity

Easily manage capital structures with continuous consolidations and GAAP compliance.

Professional services

Integrated automation and AI to capture billable time and speed up closing.

SaaS and technology

AI-powered accounting and subscription management for SaaS.

Hospitality

Hospitality and hotel accounting software for multi-property growth.

General business

Need core financials? Get AI-powered accounting with real-time visibility.

Benefits of Sage Intacct Advisory

Sage Ai

Unlock Sage Ai, built on licensed AICPA standards. Get trusted insights to improve your client service.

90% automation

Maximize practice efficiency by automating workload including manual entry, tasks, and reporting.

20-30% more clients

Scale with confidence, significantly increasing the number of clients each CPA can handle.

Partner to win with Sage Intacct Advisory

We'll work with you every step of the way to build your advisory practice. Shift from transactional services to higher-value strategic partnerships and reap the rewards.

Planning

We'll build a deep understanding of your practice and growth ambitions. Commercial planning identifies where our solutions can turn opportunities into reality.

Activation

We offer seamless onboarding for your team (and clients) tailored to their roles. Technical programs are also available for advanced service offerings.

Partnership

You'll receive exclusive pricing on Sage Intacct, plus ongoing training, support, and certification. We'll listen to your ideas to further develop our products.

Michelle Jilek, CPA

Vice President, Onboarding and Innovation, Chazin

"[Sage Intacct Advisory] helps us attract and retain talent. We're attracting more complex clients, and we have people who want to work at a higher level."

Read their story

Sage Intacct Advisory FAQs

Sage Intacct Advisory is an AI-powered platform for accounting firms and business process outsourcers (BPOs) to deliver outsourced finance and advisory services. It supports multi-entity clients, industry-specific needs, and global operations. Automate tasks, onboard clients faster, and provide actionable insights with advanced analytics. Sage Intacct Advisory integrates seamlessly with your existing tech stack, and is the only mid-market solution endorsed by the AICPA.

Sage Intacct streamlines your accounting and advisory services with AI-powered automation, advanced reporting, and a robust advisory suite. Unlock new revenue streams and grow your firm with comprehensive support and training, tailored to accountants and outsourced service providers.

Sage Intacct Advisory specializes in:

Financial services
Nonprofit
Healthcare
Construction
Professional services
SaaS and technology
Hospitality
General business

QuickBooks can be a good fit if you're a small practice with simple accounting needs, though we'd recommend Sage 50 Cloud for this. As your clients grow in size or complexity, Sage Intacct gives you the tools to support them more effectively. Manage multi‑entity clients in a single system, automate consolidations, and report across dimensions like department, location, or project, without relying on spreadsheets. Enjoy faster closes, clearer insights, and a smoother transition when clients outgrow QuickBooks.

We have a number of certifications tailored to different roles, tasks, and industries. To find out more:

Talk to our experts Visit Sage University

Sage Intacct is designed for medium, large, and enterprise-scale businesses that typically have 50+ employees and 250+ clients. Sage Intacct Advisory is a good fit if you're supporting growing and larger small and midsize businesses, large businesses, or global corporations and governments. If you're a small practice, providing simple accounting and bookkeeping services to sole proprietors or small businesses, Sage 50 Cloud may be a better fit.

Ready to take your firm to the next level?

Find out more about Sage Intacct Advisory and start transforming your business today.

Talk to our experts