Sage Intacct

Sage Estimating Desk Financial leaders today balance the need to manage an increasing level of business complexity with the need for speed. You’re expected to keep your eye on multiple entities with multiple regulatory frameworks and multiple currencies. Think that’s complicated? Now add frequent change to the equation. A monthly financial check-in isn’t good enough for today’s CFO. You need the agility to make decisions at a moment’s notice— and those decisions must be based on the real-time financial truth. Here’s the question. In today’s complicated business climate, is your accounting software helping you grow and compete—or holding you back?

Sage Intacct is the leading multi-entity cloud accounting solution that helps family office, wealth management, and asset management firms manage over half a trillion dollars in AUM. Most firms are multi-entity in nature, managing multiple funds spanning multiple asset classes, often including real-estate. The majority of these firms are using outdated on-premises technology for accounting and limited reporting technology or Excel for consolidation and dashboards.




Core Financials

Slash your close times and accelerate finance team productivity.


Accounts Payable

Streamline workflows across the AP cycle with exceptional speed and efficiency.

Accounts Receivable

Automate the invoicing and collections process to accelerate your cash cycle.

Cash Management

Track multiple accounts with real-time visibility and easy reconciliations.

General Ledger

Multiple entities, currencies, geographies–consolidate it all in minutes.

Order Management

Automate complex, high-volume quote-to-cash cycles and improve profitability.

Purchasing

Achieve speed, accuracy, and visibility with structured transactions and approvals.

Dashboards and Reporting

Save dozens of hours per month on reporting and cut time spent checking data accuracy.


Visibility

With Sage Intacct's financial reports, you get the agility and flexibility to quickly slice-and-dice the details that matter to all key stakeholders: investors, executives, sales, finance, and other departments. And when you have new questions, dive deeper with custom reports, dashboards, or visualizations. Reach peak performance with fast answers for confident decision-making.

Insight

Sage Intacct's innovative general ledger includes 10 dimensions to capture the business context of your transactions, operational measures, and budgets. That means you can quickly access or create reports that analyze real-time business performance by business drivers – without managing a complex chart of accounts.

Agility

Most accounting systems can only handle financial data, but Sage Intacct tracks and reports both financial and operational data—like square footage, available hospital beds, SaaS metrics, or other granular measures that matter to your business.

Billing

Automate complex revenue and billing processes.


Contract and Subscription Billing

Automate pricing, billing, subscription models, revenue recognition, and more.

Project Costing and Billing

Bid smarter and bill faster with less revenue leakage.

Revenue Recognition

ASC 606 and IFRS 15 support, automate complex revenue accounting, and more.

Budgeting and Planning

Cloud planning and budgeting that’s easy to deploy and use.


Control

Spreadsheet-based forecasting is never "board-worthy," and it doesn't provide finance teams enough time to do what-if analysis and forecasting. With Sage Intacct, everyone works on the latest version and knows who updated the budget and when. You can create and save multiple scenarios within a single budget, so you have a better handle on your process.

Collaboration

Beware of the risks and challenges of using spreadsheets and email communication for strategic planning. There are trade-offs in developing budgets with spreadsheets and using email to collaborate with others. With Sage Intacct Budgeting and Planning, you can easily collaborate and invite department heads to build or edit their budgets, present plan or budget options to management, create multiple what-if scenarios, and dig into the details.

Security

Move sensitive data out of spreadsheets and emails and into a single, secure solution, and limit access to budgets and payroll data with user-level security.

HR and People Management

Transform how you manage and engage your workforce with Sage People, our award-winning, global cloud HR and People system for organizations with 200-5,000 employees.


Complete Workforce Visibility

  • A single source of truth for all your people data.
  • Real time workforce insights at the click of a button.
  • Comprehensive analytics with scheduled reporting.
  • Monitor key metrics with customizable dashboards.

Boost HR Productivity

  • End-to-end automation using configurable workflows.
  • Employee self-service from any device.
  • Seamless hiring and onboarding.
  • Track, manage and plan absences effectively.

Build Better Workforce Experiences

  • Continually design new and better ways of working.
  • Improve engagement with communications and feedback.
  • Send personalized communications and resources for new hires.
  • Stay connected to employees with mobile, on-demand self service.

Platform

Use built-in tools to meet your unique business needs.


Platform Services

Create solutions precisely tuned to individual business needs.

Web Services (API)

Easily integrate with other best-in-class solutions.

Salesforce Integration

Connect finance and sales—fuel growth and accelerate revenue.

Advanced Functionality

Flexible advanced functionality to automate and streamline key finance and accounting processes.


Fixed Assets

Fixed assets and core accounting create an automated asset management system.

Inventory Management

Track, value, and manage stock while maintaining accuracy at every step.

Multi-Entity and Global Consolidations

Easily manage complex financials for multiple locations and entities.

Project Accounting

Manage costs and revenue, keep projects on time, and maintain profitability. 

Revenue Recognition

Account for multiple revenue types—subscriptions, licenses, and services.

Sales and Use Tax

Automatically calculate sales tax and VAT with our built-in Avatax integration.

Spend Management

Govern company purchasing vs. budgets and never exceed spending caps.

Time and Expense Management

Keep your team focused on client goals, not administrative tasks. 

Vendor Payment Services

Power payments on American Express Global Commercial Services' platform.