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Cloud accounting software for marketing and advertising agencies

Core financial management for marketing and advertising agencies. Track campaign and project costs, bill your customers accurately, and allocate your vendor spend—all in one easy-to-use system.

9/30/22 8/31/22 7/31/22 Project Revenue by Item 0 700,000 140,000 280,000 420,000 560,000 Role Based 0 48,000 96,000 144,000 192,000 240,000 Direct & Indirect Labor Trend 9/30/22 10/31/22 11/30/22 12/31/22 Operating Expense by Department IT Admin Sales Services

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Red Door Interactive
Traction on Demand

Get real-time visibility with financial reports and role-based dashboards

To make data-driven decisions and run profitable campaigns, agencies need timely, real-time data financial data, so your Finance team can spend less time in spreadsheets, and more time planning for new projects, new service lines, staffing, and more.

  • Financial dashboards show important financial information side-by-side for analysis and next-level insights. 

  • Project managers and team leads can instantly see their budget vs. actual reporting to ensure they are making financially sound decisions on their projects, without waiting on back-office reports.

  • Use reports, dashboards, and visualizations that are ready in real-time and easy to create. 

Role-based dashboards and reports for your entire team. Watch demo

Bill your clients accurately and easily - in any format

Sage Intelligent Time harnesses the power of AI to ensure accurate project costing and stop costly revenue leakage.

  • Customize the format of your invoice to include everything you need from time entry detail, ad spend, or lead delivery.

  • Automate every part of your billing process, including allocating your vendor invoices to all the appropriate campaigns.

AI-powered Sage Intelligent Time can stop revenue leakage at the source. Watch demo
Add Done Export Billing Templates Include inactive Clear all filters Name Description Edit Annual 3 Years Annual billing for 3 years View Edit Midterm - 3 Months Midterm add-on schedule for 3 months of monthly billing View Edit Midterm - 6 Months Midterm add-on schedule for 6 months of monthly billing View Edit Midterm - 9 Months Midterm add-on schedule for 9 months of monthly billing View Edit 50-30-20 50% on signing 30% 60 days from signing 20% 90 days View Edit Annual 2 Years Annual billing for 2 years View

Say goodbye to data silos with seamless integration

Our open API lets you connect your CRM, ad spend, talent management, or any other system. With Sage Intacct as your core financial system, you can build your technology stack with the confidence that your teams are in sync and able to make data-driven decisions. 

Discover marketplace partners offering pre-built integrations. Visit marketplace.

Simplify and speed up consolidations to manage your organization's complexity

Navigate the complexities of operating several legal entities with different currencies and tax jurisdictions. Free your finance team to focus on strategy instead of tasks.

  • Sophisticated multidimensional data architecture lets you aggregate transactions and activities across your organization (multiple entities, currencies, projects, clients, and locations).

  • With push-button consolidations, you close the books and get detailed insights in minutes, not weeks. 

Cut your close time in half with powerful capabilities for multi-currency and consolidation accounting.

Duplicate Edit Done More General Ledger Graph IT Admin Sales Services Department None Reporting period Current Quarter Account group Operating Expense Values Actual Primary data series Compare data series Additional parameters

Visibility and controls for project managers

Project financial management is critical to your success. But daily data pulls from various systems to cover project costs, billed and unbilled revenue, or resource reports take a long time and are hard to combine. This lack of insight is often at the root of unsuccessful projects.

Sage Intacct provides project managers at marketing and advertising agencies with detailed controls and unmatched visibility into billable time, resource assignment, and project profitability. As a result, you will get invoices out the door faster and improve your cash flow.

See how Sage Intacct can help your project managers make timely decisions, streamline processes, and increase profitability.

Resources for marketing and advertising agencies

Explore the latest research, guides, and webinars on accounting and finance.
G2 Report

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Alex Converse

CFO, Yesler, Inc. 

Sage Intacct was built to easily connect with multiple business systems; something that has proven crucial to Yesler’s ability to scale as we grew from a small company to a mid-sized enterprise with hundreds of employees and tens of millions in revenue.

Frequently asked questions 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 Service Automation (PSA) is a phrase often used to refer to a wide range of software features built to serve service organizations such as marketing agencies and many other types of service providers. Many PSA software providers will use the term to refer to features related to the front of the project life cycle such as proposals, estimates and forecasting. PSA can also include talent management, time and expense tracking, vendor management and project billing.

Sage Intacct is a full-featured accounting solution for marketing and advertising agencies. Customers rely on Sage Intacct to ‘own the dollar’ for all of their project financial management needs. This covers project budgeting, billing, time and expense, AR/AP, vendor management, purchase orders, and much more. By ‘owning the dollar’ our features extend to provide robust project financial reporting, talent management, and a suite of tools designed for operations and project managers.
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.

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