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Sage for Professional Services Organizations

Seamless professional services software

Simplify processes, boost team productivity, and deliver exceptional services with AI-powered accounting, professional services project management, time and expenses, payroll, HR, and more.

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AI-powered solutions for professional services

Sage has a range of powerful solutions from accounting and management tools to empower professional services organizations of different industries to thrive and streamline operations.
Engineering companies
IT services firms
Consulting firms
Marketing and advertising agencies
Staffing and recruiting firms
HR and PEO service providers

Why professional services organizations choose Sage

Financials

Accurately track project costs, ensure timely client billing, and maintain profitability across every project.
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Project accounting

Deliver profitable projects on time, on budget.

Project costing and billing

Automate complex billing and revenue recognition for professional services.
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Accounts receivable

Automate collections and invoices to increase cash flow.

Dimensions

Gain deep profit insights on teams, service lines, customers, and more.

Reports and dashboards

Get a real-time, comprehensive view of your financial health.

AI-powered GL

Catch errors in thousands of transactions in minutes.

Multi-entity insights

Get a consolidated view of all entities with clarity.

Open API

Integrates seamlessly with your CRM, PSA, and resource management tools.

Operations

Revolutionize your team's productivity and time management. 

Professional Services Automation (PSA)

Use Ai to manage projects, resources, and capacity.

AI-powered time tracking

Empower your team with their own AI-powered time assistant.

Project Intelligence

Uncover project trends and optimize your team's realization rates.

Project reporting

Increase project profitability and make data-driven decisions.

HR and payroll

Build, manage, and develop your all-star team and streamline payroll and HR processes.

Payroll

Human resources, payroll, and talent management

Cloud HR

Automate and streamline manual HR processes.

Data integration

Seamless integration with existing systems.

Self-service

Empower employees to manage HR data and tasks.

Workforce development

Upskill your workforce to meet evolving client needs and stay competitive.

Talent acquisition

Find and hire specialized talent.
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Unleash your professional services firm's potential with Sage

Accelerate project delivery, optimize for profitability, and improve resource utilization with a unified solution that covers all aspects of your business with ERP service industry software.

Deliver projects faster and smoother

Streamline workflows, boost team productivity, and meet deadlines consistently.

Maximize profitability on every project

Gain real-time insights into project health, optimize resource allocation, and ensure on-time billing.

Make smarter decisions, every step of the way

Leverage AI-powered analytics and intelligent reporting to gain a deeper understanding of your business.
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"Sage Intacct's flexibility and ease of use enable our team to provide timely, accurate insights to internal stakeholders — from our sales managers, to operational leaders, to the executive team. These leaders have trust and confidence in the data they're getting from finance, leading to smarter decisions and better business strategies."

Brandy Johnson
Controller, Corporate Visions

Solutions for professional services

Use professional services accounting software to automate processes, reduce admin and focus on more important areas of your business.
 Sage Intacct icon

Sage Intacct

The smart cloud accounting and ERP solution to unleash the potential of your business. Learn why industry leaders choose Sage Intacct.

 

Discover Sage Intacct

 

Modernize your business with best-in-class cloud accounting and financial project management.

  • Automate complex processes
  • Slash your monthly close by up to 66%
  • Consolidate hundreds of entities in minutes
  • Get rich, flexible financial reports and customizable dashboards
  • Track project costs, expedite time and expenses processes, and accelerate project billing
  • Extend your tech stack with Open API and pre-built integrations to hundreds of business applications

Rated #1 in customer satisfaction by G2.

Sage Timeslips

Save more time and make more money with the leading time tracking software for attorneys, accountants, and consultants.

 

Discover Sage Timeslips

 

  • Capture time, tasks, expenses, and new client files–anytime, anywhere
  • Automate accounts receivable
  • Generate detailed reports
  • Send branded invoices
  • Generate timeslips on any web or mobile device
  • Sync Timeslips with the essential business tools you already use

Sage X3

A complete business management solution tailored to the demanding medium-sized business user.

 

Discover Sage X3

 

Ideal for global companies in the manufacturing, distribution, chemicals, and services industries. 

  • Take control of global operations
  • Get the insight you need, when you need it
  • Expand to new markets or geographies
  • Gain agility and focus on your business

Professional services accounting software FAQs

Professional services software helps manage daily business operations and customer relationships, including resource and project management, time tracking, as well as accounting for professional services like expense tracking, billing and invoicing, reporting, analytics, and more. The ultimate goal is to optimize client experience rather than spending time filling out spreadsheet cells.
Professional services management and accounting software can be a powerful tool for any service organization that delivers billable work. PSA accounting software is also ideal for growing enterprises that want to automate their processes. Companies in a range of industries use professional services management and accounting software, such as marketing and communications, information technology, medical and healthcare, legal services, customer service, educational services, and much more.

Professional Service Automation (PSA) software is a tool designed to serve service organizations, such as IT consulting, technology services, and many other service providers. PSA software is a specific subset of professional services software, and it includes features related to the front of the project life cycle, such as proposals, estimates, and forecasting, as well as resource management, time and expense tracking, vendor management, and project billing. Depending on the complexity of your firm's resource management needs, you can either use the built-in resource management features or Sage Intacct PSA.

PSA software can help maximize resource efficiency, improve communication between project delivery teams, accounting, and clients, and provide real-time visibility into project performance. With an AI-powered PSA solution like Sage Intacct PSA, project managers can efficiently manage current and future resourcing needs across teams or their entire organization. Its intelligent system can automatically help optimize resource utilization and forecast future demands, anticipate and help address project challenges early on, safeguarding project timelines and budgets.

Sage offers comprehensive solutions for finance, operations, HR, and payroll. Sage Intacct is a financial management system with tailor-made features for project-based service businesses. Over 1.5 million projects have run on Sage Intacct. We work with companies with financial management needs ranging 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 your transactions.

That means 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 processes.

Many service-based businesses constantly face revenue leakage, low utilization, 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' timesheets.

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

For many growing services firms, the billing process is too labor-intensive to scale. Billing for services can be complicated depending on the various elements that you need to include on your invoice. Sage software 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, invoice formats, vendors, and all the other components required for billing, are instantly available for your team to quickly draft and issue invoices. Sage helps you to scale your business without being held back by cumbersome processes.
When it comes to financial reporting, automation, accuracy, and customization are critical requirements for an effective solution. Sage software's financial reporting excels at all three. By leveraging the general ledger's dimensions, reports can be grouped and sorted in a nearly unlimited way. Financial reporting done right can provide the insight your financial team needs to go from being 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 can handle what you need.

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

Learning and certifications

Grow your knowledge and boost skills across your team.

Community

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

Resources for professional services firms

Explore the latest research, guides, and webinars.
Analyst report

2024 Professional Services Maturity™ Benchmark Report

SPI Research compiled the most extensive global study of various types of service organizations today and the common benchmarks driving them. This report is designed to give professional service organizations (PSOs) a reliable basis to view their performance relative to a well-established benchmark of peers.
Blog

Transform your professional services firm with this game-changer for profitability

How to bring together financial and operational data for unprecedented project insights.
E-book

3 Steps to Get Actionable Financial Metrics for Consulting Firms

Learn more about core metrics such as cash flow, utilization, write-offs, and project profit and the role of technology in optimizing operations.
E-book

10 Reasons Marketing and Advertising Agencies choose Sage Intacct

Explore the top 10 reasons why marketing agencies choose Sage Intacct when moving to a new accounting system. See from our customers how we helped them achieve positive outcomes—and discover how we can help your business, too.

Talk to our experts

Ready to learn more about what Sage can do for your firm? We are, too. Our product experts are here to guide you every step of the way.