search icon

Sage Intacct professional services automation software

Leverage professional services automation software to achieve smarter project management, optimized resource allocation, and increased profitability for your firm.

Powered by Forecast's AI platform.


Talk to an expert

Key features and benefits of professional services automation software

Learn how Sage Intacct AI-powered professional services software will help streamline your processes and boost financial returns on your resources and projects.
Harness AI for optimal resource allocation and productivity
Deliver profitable projects at scale
Get real-time insights to prevent bottlenecks
Grow with a flexible, powerful platform

Resource management made easy

Balance your company's workload with crystal-clear visibility, so you can prevent project delays, team burnout, or resource underutilization. Our AI-powered software for professional services provides real-time and predictive insights, for accurate forecasting of resource demand and strategic allocation of your resource pool.

  • Real-time overview of workload and capacity across all resources makes it simple to plan and adjust as you go.
  • Get notified of issues proactively, so you can take preventative action.
  • Prevent bottlenecks with fully interactive heatmaps that show team availability and workloads.
  • Replicate your resourcing model with the ability to create soft and hard bookings for your teams.

Download the data sheet
My Work Projects Resourcing Admin Create Demand GIVE FEEDBACK TODAY 408h | 8h / day Waterfall Approach 520h | 8h / day Forecast | Onboarding - T&M 160h | 8h / day Sainsbury’s | New conc... 408h | 8h / day Waterfall Approach 1216h | 8h / day Sainsbury’s | Retainer - Fixed Hours Designer 408h D Designer Designer Assign Developer 408h D Developer Developer Assign D Developer Developer Assign Project Manager 408h D Project Manager Project Manager Assign Tester 408h D Tester Tester Assign 2023 2024 Oct Nov Dec Jan h 144h - - h 176h 8h - h 352h 336h 8h h 176h 168h 8h
My Work Projects Resourcing Admin Create Capacity Overview GIVE FEEDBACK TODAY Designer Project Manager Developer Tester Designer 2023 2024 Oct Nov Dec Jan 296h left 104h left 168h left 36 176h left 72h left 152h left 18 80h left Full Full 36 317h left 317h left 302h left 33 634h left 634h left 605h left 66 Capacity Total Availability Role Overallocated Placeholders (Soft) People Allocations (Hard) People Allocations

Anticipate future resourcing needs

Proactively plan with precision and manage capacity planning, even as you grow. With Sage Intacct PSA tools, you have everything you need to ensure optimal resource allocation, so you can mitigate the risk of delays and maximize project profitability.

  • Confidently meet client expectations, by knowing you have the right skills and resources at the right time.
  • Get AI recommendations to allocate resources and input placeholders with speed and precision.
  • Use soft or hard allocations to help accurately forecast project needs with real-time capacity insights.
  • Maximize resource efficiency and know when to hire new talent to keep scaling smoothly.

Consistently deliver your best work

Sage Intacct PSA solution analyzes your successes and setbacks, providing tailored insights to enhance efficiency and profitability. Whether you run fixed price, time and material, or retainers, Sage Intacct professional services automation tools give you the power and flexibility to manage them all side-by-side.

  • Learn from your best projects and teams, and replicate plans that increase your chances of success.
  • Execute even the most complex projects.
  • Scope tasks, add phases, view task boards, and see task timelines all in one place.
  • Get a holistic view of how all your projects are performing.


My Work Projects Resourcing Admin Create All Timelines TODAY NEW PROJECT 2023 2024 Dec Jan Feb Mar Apple | New concept - T&M Baseline Opp... App Project Planning Elastic Business | New website - Fixed price Planning Elastic Business | Campaign - T&M Opportunity Canada Waters | Simple project Opportunity Forecast | Simple project - Fixed price Opportunity Apple | New concept - T&M Apple App Project Client A Elastic Business | New website Elastic Business Baseline Opportunity Example Client A Elastic Business | Campaign Elastic Business Canada Waters | Simple project Canada Waters Forecast | Simple project Forecast

Proven AI

Our AI-powered PSA system drives real-time assistance for resource management, project planning, execution, monitoring and adjustment, enabling your business to achieve the best possible outcomes. Sage Intacct has integrated AI into our products for years, providing our customers with seamless experiences that they may not have even realized were powered by AI. With our mature AI technology, you can focus on what truly matters for your organization.


Professional services automation software FAQs

Professional Services Automation (PSA) software is a comprehensive tool designed to streamline operations for service-based businesses. It integrates key functions such as project planning, resource management, time tracking, and billing into one cohesive system. PSA software acts as a central hub for managing your projects, resources, and client relationships, giving you clear visibility into your business operations.

At its core, PSA software helps you work more efficiently. It automates routine tasks, provides real-time project insights, and ensures your resources are used optimally. Whether you're running an IT consultancy, a marketing agency, or any other service-oriented business, PSA software can help you deliver high-quality work while maintaining control over your business processes.

Professional services automation tools address common challenges faced by service-based businesses. They're essential for organizations looking to improve efficiency, project outcomes, and overall performance. Here's why your organization might benefit from these tools:

  1. Better resource management: Allocate your team's time and skills more effectively.
  2. Improved project visibility: Get real-time insights into project status and performance.
  3. Streamlined operations: Automate time-consuming tasks like time tracking and billing.
  4. Enhanced decision-making: Access accurate, up-to-date data to inform your choices.
  5. Increased profitability: Optimize project delivery and resource utilization.
  6. Improved client satisfaction: Deliver projects on time and within budget more consistently.
  7. Better team collaboration: Facilitate clearer communication among team members and clients.

By implementing PSA tools, you can focus more on delivering value to your clients and less on managing administrative tasks. This leads to improved productivity, stronger financial performance, and a more competitive position in your market. In today's fast-paced business environment, PSA tools provide the support you need to stay ahead.


No, Sage Intacct PSA is sold separately and requires additional licenses.

Sage Intacct PSA is a solution designed to streamline professional service organizations. It automates project management, resource allocation, time tracking, and client management, improving efficiency and visibility.

Sage Intacct PSA software centralizes project management, optimizes resource allocation, enhances time tracking and billing accuracy, and provides comprehensive reporting for better decision-making.

Sage Intacct PSA offers specialized features tailored specifically for service-based businesses, including resource management, time tracking, billing, and client relationship management. This distinguishes it from generic project management tools.

Talk to an expert

Expert advice

Please fill out the form below and one of our knowledgeable finance and accounting representatives will get back to you.

Talk to an expert
""