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AI-powered accounting

Financial clarity for private and religious schools

Consolidate every entity, close faster, and keep every restricted dollar audit-ready—purpose-built for private and faith-based schools.

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AI that works for your business office

Automated AI finance solutions

Sage Copilot for K-12 schools

Sage Copilot helps your finance team automate routine tasks, surface anomalies faster, and spend less time rebuilding reports by hand each month.

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Built for how private schools manage money

Product features

Clear financial control.
Pull every legal entity into one financial picture without manual spreadsheet work. Sage Intacct consolidates school, parish, and foundation books automatically, so your close takes days, not weeks.
Track tuition, grants, endowments, ESA vouchers, and restricted gifts separately by dimension. Every fund stays clean, reportable, and audit-ready without extra manual work.
Track Title I, special education, and program-specific funds against their rules. Sage Intacct keeps each funding stream separate and produces compliant reports on demand.
Run multi-scenario budgets with real-time actuals by dimension. See the gap between cost-to-educate and net tuition clearly, so your team can make informed decisions this budget cycle.
Finance leaders, principals, and board treasurers each see the metrics that matter to them. Real-time dashboards replace manually built board packs with reliable, drillable data.
Sage Copilot helps finance and accounting teams work faster and smarter. From accelerating month-end close to flagging budget variances, Sage Copilot brings speed, clarity, and confidence to every task.
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Outcomes built for schools like yours


Sage Intacct helps K-12 private and faith-based schools close faster, track every restricted dollar, and give leadership the numbers they need to plan with confidence.
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Close in days, not weeks

Automated consolidation and a dimensional GL cut the monthly close from weeks to days.

Every fund audit-ready

Voucher, grant, and restricted gift dollars stay organized by fund and ready for audit on demand.

Board reports in one click

Replace 6+ hours of manual Excel work with dashboards that update automatically each period.

Learn how to level up with Sage Intacct

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Explore Sage Intacct at your own pace with an interactive guided tour of the product.
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Connect with a Sage specialist to find the right solution for your business needs.
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More capability as your school grows

From fixed assets to payroll cost visibility, Sage Intacct extends to cover the full financial picture of a growing school or diocesan system.
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Fixed asset management

Track, depreciate, and report buildings, technology, and equipment across every campus entity.
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Project and program costing

Allocate staff time and costs to grant-funded programs, capital campaigns, and Title I initiatives.
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Payroll cost visibility

Connect labor costs to the GL so you can balance competitive teacher pay against tuition affordability.
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Resources for nonprofit educational organizations

Explore the latest research, guides, and webinars on accounting and finance.
Data sheet
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Sage Intacct and FACTS connected suite

Download the FACTS data sheet
G2 report

Sage Intacct accounting software—#1 nonprofit accounting software solution in customer satisfaction.

G2 Grid Report For Nonprofit Accounting
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Sage Intacct for Nonprofits Product Tour

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E-book

Benefits of Cloud Accounting Software for K-12 Private Schools

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Accounting software for educational organizations FAQs

Yes. Sage Intacct uses a dimensional general ledger that lets you tag every transaction by fund, program, grant, entity, and location. Tuition, restricted gifts, endowment income, ESA voucher dollars, and federal program funds each stay in their own dimension, so you can run a clean balance sheet by fund and produce audit-ready reports on demand—without the workarounds required in SMB accounting tools.

Sage Intacct multi-entity consolidation brings every legal entity into one financial picture in real time. You can see consolidated and entity-level financials side by side, with intercompany eliminations handled automatically. Schools and dioceses with 25 or more entities use this to close faster and give the board clean, comparable numbers every period.

Yes. Each ESA or voucher program can be tracked as its own fund dimension. You can match public dollars to the right students and periods, run per-program reports, and produce the documentation an auditor or program administrator expects. Because these are public funds with real audit obligations, having them in a dimensional ledger rather than a general revenue account is important for protecting your program eligibility.

The Sage Intacct and FACTS Connected Suite syncs tuition payments, financial aid awards, and enrollment data directly into the Sage general ledger. That eliminates manual re-entry between your tuition platform and your accounting system, keeps the books current, and means your net-tuition numbers reflect actual aid awards rather than billing estimates. Schools using this integration have reported eliminating manual integration work equal to roughly half of one staff member's time.

Yes. Sage Intacct Planning supports driver-based, multi-scenario budgeting with drill-down budget-to-actuals by dimension. You can model different enrollment levels, aid discount rates, and payroll scenarios side by side, and compare them against live actuals as the year progresses. That means your finance team can see how tuition discounting affects net revenue before committing to next year's aid budget—not after enrollment is already set.

Sage Intacct is a cloud-native system with no on-premise servers to manage. Finance staff—not IT specialists—run it day to day. AP automation reduces manual invoice keying, automated consolidations replace spreadsheet work, and the report writer lets your team build and schedule reports without outside help. Schools that have moved from QuickBooks or legacy church ledgers typically describe the reporting capabilities as significantly easier to use than what they left behind.

Yes. Sage Intacct Grants Tracking and Billing lets you tag each federal funding stream to its own fund dimension, track expenditures against awards, and produce the program-specific reports each funding source requires. Automated workflows and audit trails support the documentation an external auditor or program reviewer expects. Schools using Sage Intacct for restricted federal fund compliance have reported a measurable reduction in compliance risk compared to managing those streams in spreadsheets.

Blackbaud Financial Edge NXT has real fund accounting, but schools that have evaluated both consistently cite Sage Intacct as easier to use for reporting and analysis, and more flexible for multi-entity consolidation. Georgetown Visitation compared Sage Intacct against Blackbaud and Microsoft Dynamics and switched to Sage paired with FACTS—in part because they could not prepare consolidated financial reports in Blackbaud without downloading data to Excel. Sage Intacct paired with FACTS gives you a stronger finance engine connected to the tuition and SIS platform private schools already trust.

Yes. Because Sage Intacct uses a dimensional general ledger, you can tag transactions by program, department, grade level, campus, or any other dimension your school defines. That means you can run a P&L by sports program, summer camp, or after-school activity without setting up separate entities. Finance leaders get a clear view of which programs cover their costs and which are subsidized— information that is difficult to surface from a basic accounting system.

Sage Intacct includes an Interactive Custom Report Writer and real-time role-based dashboards. You can build standard board-pack reports once and schedule them to run automatically each period, with year-over-year comparisons and variance detail included. Board treasurers and finance committee members get the clean, timely numbers they need for governance decisions without the finance team spending hours rebuilding the same reports manually each month.

Yes. Sage Intacct Fixed Assets lets you track, depreciate, and report buildings, classroom technology, buses, and equipment across every campus and legal entity. With tariffs raising the cost of classroom equipment and technology, having accurate, current asset values by entity—rather than managing depreciation schedules in a spreadsheet—helps finance teams report accurately and plan capital spending with confidence.

Implementation timelines vary based on the number of entities, the complexity of your chart of accounts, and the integrations you need. Schools moving from QuickBooks or a basic church ledger typically go live in roughly three months. Diocesan systems with many entities may take longer depending on scope. Sage partners with experience in private and faith-based schools guide the process, and the FACTS Connected Suite integration is designed to minimize the configuration work needed to sync tuition and enrollment data into the general ledger.

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Expert advice

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

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