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Sage Intacct Professional Services Automation

Smarter project management, optimized resource allocation, and increased profitability for your professional services firm.

Powered by Forecast's AI platform.

The AI-powered solution to help 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 platform 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.
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, 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 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 PSA gives 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 platform 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.

Sage Intacct PSA FAQs

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.

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