Cloud accounting software for marketing and advertising agencies

Sage Intacct is a comprehensive financial management system with tailor-made features for project-based marketing and advertising agencies. Over 1.5 million projects have run on Sage Intacct. We work with companies that have financial management needs ranging from simple campaign 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. 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 talent management, Sage Intacct marketing agency accounting software can allow your finance team to focus on strategy instead of administrative processes.

Professional Services Automation (PSA) refers to software solutions designed to help service organizations—such as marketing agencies, consulting firms, and other service providers—manage their entire project lifecycle. PSA typically encompasses front-end activities like proposals, estimates, and forecasting, as well as operational functions including resource management, time and expense tracking, vendor management, and project billing.

Sage Intacct provides PSA support through two main approaches:

• Core Sage Intacct capabilities: As a comprehensive financial management solution, Sage Intacct helps customers "own the dollar" by providing complete visibility and control over all project financials. This includes project budgeting, billing, time and expense tracking, accounts receivable and payable, vendor management, purchase orders, and comprehensive project financial reporting, along with talent management tools for operations and project managers.
• Sage Intacct PSA: For organizations requiring more advanced PSA functionality, Sage offers a dedicated AI-powered PSA solution that requires separate licensing. Sage Intacct PSA streamlines professional service organizations by automating project management, resource allocation, time tracking, and client management. This solution provides real-time and predictive insights for accurate forecasting of resource demand and strategic allocation along with advanced features like capacity planning, workload visualization, and AI-driven recommendations for optimal resource allocation.

Both solutions ensure you have the tools needed to manage profitable projects and make informed business decisions, with the flexibility to choose the level of PSA functionality that best fits your organization's needs.

Many marketing agencies 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' timesheet.

Sage Intelligent Time is providing a solution to an age-old problem for service-based businesses. Artificial intelligence and machine learning are 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 close process are faster than ever.

For many growing marketing and advertising agencies, 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 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, campaign allocations, vendors, and all the other components required for billing, are instantly available for your team to quickly draft and issue invoices. Sage Intacct helps you to scale your business without being held back by cumbersome processes.