Sage Intacct - the financial managment software that lets you do more and do it better
Boost productivity, streamline operations, gain actionable insights, and make faster, smarter decisions.
What is Sage Intacct?
The world’s top accounting solution, Sage Intacct is an industry-leading cloud-based accounting software that provides businesses with complete financial visibility and total control over their accounting processes.
Designed with the modern business in mind, this powerful suite of financial tools is specifically designed to enhance and optimise your business flow. With this comprehensive system, you can effortlessly manage invoicing, track cash flow, handle tax calculations, process payments, manage fixed assets, and much more, all from any device connected to the internet.
Rated Number 1 by G2
Sage Intacct has been rated number 1 for customer satisfaction by G2 for the mid-market AP automation, mid-market subscription billing and non-profit accounting categories in 2024.
Businesses choose Sage Intacct for its industry-leading reputation on G2, praised for robust financial management, real-time insights, scalability, and automation. Sage Intacct customers commend its ease of use, comprehensive reporting, and seamless integration, making it a top choice for efficient, accurate, and scalable cloud accounting solutions.
Overall Rating: 4.3
Who is Sage Intacct suitable for?
Sage Intacct is best suited for small and medium businesses seeking scalable, cloud-based accounting solutions.
Organisations that rely on outdated software and struggle with manual processes, slow financial closes, and poor data visibility will benefit, while those that have complex financial processes, such as multiple revenue streams, a need for multi-entity management, or global operations, will benefit the most.
Sage 50, 100 and 200 users looking to expand their businesses will also find Intacct a more capable solution with more advanced features than those available in their current accounting packages.
Ideally, Intacct users should have a turnover of £3 – £300 million, with five or more employees.
How can Sage Intacct make my job easier?
As the leading financial management software, Sage Intacct can help finance professionals in any role:
CFOs gain real-time financial insights and detailed reports, enabling more informed strategic decision-making and efficient management of the company’s financial health.
Finance Managers can automate routine financial tasks, reducing manual effort and allowing for greater focus on analysis and strategy.
Streamline the processing of financial data, automate reconciliations, and simplify tax compliance, resulting in increased accuracy and time savings.
Leverage automated reporting and compliance features to ensure the accuracy of financial statements and regulatory adherence, while reducing the potential for errors.
Enjoy time savings through automated data entry and transaction tracking, allowing quicker access to up-to-date financial records and reducing workload.
Accounts payable/receivable specialists can enhance their efficiency with automated invoicing and payment tracking, improving cash flow management and reducing processing times.
Gain access to customisable dashboards and real-time reporting tools, enabling quick analysis of financial trends and more effective forecasting.
Utilise streamlined financial processes to improve operational efficiency and reduce overhead, enabling better allocation of resources.
Manage project budgets more effectively with real-time tracking capabilities, facilitating proactive decision-making and improving project profitability.
Benefit from seamless integration with existing systems, ensuring financial data flows smoothly and securely throughout the organisation.
Utilise built-in compliance features to ensure all financial activities meet regulatory standards, thereby minimising risk and enhancing transparency.
Streamline payroll processing and financial tracking related to employee compensation, leading to improved accuracy and efficiency in HR operations.
Simplify fund and grant management with detailed tracking and reporting tools, enhancing transparency and effectiveness in resource allocation.
Leverage real-time financial insights for better inventory management and cost control, leading to improved efficiency and reduced waste in the supply chain.
How can Intacct help my industry?
Sage Intacct offers industry-specific solutions tailored to sectors like manufacturing, wholesale distribution, education, and financial services, delivering unique benefits through its advanced financial management capabilities.
Manufacturing
Sage Intacct streamlines production planning, enhances inventory tracking, and improves financial visibility for efficient manufacturing operations.
Distribution
Optimises your supply chain with Sage Intacct, enabling real-time inventory management and accurate financial reporting for better decision-making.
Financial Services
Boost compliance and automate processes with Sage Intacct, providing financial institutions with superior reporting and robust data security.
Construction
Sage Intacct improves project management with real-time budget tracking, resource allocation, and compliance reporting, ensuring project visibility.
Hospitality
Enhance guest experiences by integrating Sage Intacct, which offers streamlined financial management, budgeting, and performance tracking for hospitality businesses.
Professional Services
Manage projects and billing efficiently with Sage Intacct, providing insights into resource utilisation and improving profitability for professional services firms.
Healthcare
Sage Intacct supports healthcare organisations with compliant financial management, enabling better resource allocation and patient-focused service delivery.
Saas / Subscription
Automate billing and revenue recognition with Sage Intacct, designed to cater to the unique financial needs of SaaS and subscription-based models.
Non-profits
Sage Intacct simplifies fund and grant management for non-profits, enhancing transparency and enabling more effective allocation of resources.
Energy
Optimise financial performance and project tracking in the energy sector with Sage Intacct, providing insights for strategic decision-making.
Transport
Improve operational efficiency in the transport industry with Sage Intacct, offering comprehensive financial insights and resource management solutions.
Education
Streamline budget management and reporting for educational institutions, enhancing financial health and allowing focus on student success with Sage Intacct.
Sage Intacct Modules
Sage Intacct is a flexible, module-based software that allows organisations to build a custom solution by selecting the specific functionalities that meet their unique business needs.
Core Financial Modules
Sage Intacct’s core financial modules serve as a solid foundation for building a bespoke accounting software solution and cover the essential accounting functions.
These powerful, automated accounting functions give essential information on your organisation’s business:
Core Modules features:
Cash Management
Track invoices and payments, reconcile bank accounts, and get a complete picture of your cash position.
Order Management
Create quotations, sales orders, invoices and more. Streamline complex processes and eliminate duplication of data entry. Save time, improve accuracy and increase profitability.
Purchasing
Create purchase orders, receive shipments, and process a return. Monitor budget vs. actuals, analyse costs and gain visibility into your entire procure-to-pay cycle.
Invoicing
Track billed, unbilled, and paid invoices, automate your invoicing and get paid faster, and integrate with payment systems like Stripe for credit card billing.
Billing
Save time and reduce errors with automated billing workflows, auto-schedule recurring allocations, and track how much you earn each month in subscriptions.
Collaborate
Communicate easily with your team inside Sage Intacct and rid yourself of endless emails. Track multiple conversations in one place, resolve accounting issues and keep your business on track.
Advanced Modules
These advanced capabilities, from project accounting and contract management to inventory, time tracking, and procurement, provide a unified platform that supports cross-departmental collaboration and real-time decision-making.
By automating complex workflows and delivering actionable insights across business functions, Sage Intacct enables organisations to operate more efficiently, respond faster to changing conditions, and drive sustained growth with greater confidence and control.
Advanced Module Features:
The advanced modules in Intacct offer a wide range of accounting functions, including:
What modules will
my organisation need?
Choosing the right combination of Sage Intacct modules will depend on your business size, industry, and specific operational challenges.
As your partner for implementing Sage Intacct, X3 will assist you in identifying the modules that best align with your organisation’s needs.
We’ll review your current processes with you and identify areas where you rely on manual work or spreadsheets. We’ll also involve key stakeholders to help pinpoint gaps.
Key features and Benefits
Sage Intacct cloud-based accounting software can help businesses simplify their financial management. It can provide visibility on real-time financial data, automate processes, save time and reduce human error.
Scalability for growth
Sage Intacct is designed with scalability in mind. As your business evolves, its robust architecture seamlessly adapts to your expanding financial needs. Whether you're a startup or an established enterprise, Sage Intacct ensures that your financial management system grows with you, eliminating the need for disruptive transitions as you reach new heights.
Streamline your processes
Sage Intacct automates your financial processes, freeing up precious time for you and your finance team. Every task can be streamlined from invoicing to expense management, reducing manual entry and minimising errors. The result? Increased efficiency and a laser-focused team that can dedicate their energy to strategic initiatives that drive the business forward.
Real-time Reporting
Sage Intacct makes real-time financial reporting a reality, allowing you access to comprehensive reports and vital insights in seconds. Say goodbye to endless spreadsheets and manual calculations! Equipped with customisable dashboards, you can visualise your financial health, respond swiftly to market changes, identify emerging opportunities, and head off potential challenges.
Enhanced collaboration
Foster collaboration across departments with Sage Intacct's cloud-based platform. Break down silos by providing secure access to financial data for relevant stakeholders. Whether your team works from different locations or on the go, Sage Intacct ensures seamless collaboration, fostering a culture of teamwork and shared success.
Multi-entity control
Effortlessly manage multiple accounts from a single shared environment. Unlock the power of centralised control, simplify financial consolidation, boost efficiency and gain faster insights for decision-making. Get an umbrella view of the business or zoom in on the entity level to get the details.
Global Capabilities
If you're operating globally, Sage Intacct is your go-to partner. With its powerful multi-entity and multi-currency management features, you can effortlessly consolidate financial data from multiple locations and currencies. This means you can stay on top of your global operations without breaking a sweat!
Manage your data anywhere
With its cloud-based architecture, Sage Intacct ensures your financial data is accessible anytime, anywhere. Whether on-site or working remotely, you can manage your finances with ease and confidence.
A powerful foundation for modern finance
Choose the flexible and configurable financial management platform built on a true cloud foundation. Sage Intacct brings robust technology infrastructure to any organisation, making it easy to share data and integrate with best-of-breed solutions (like Salesforce) without sky-high IT costs or complexity.
Sage Intacct Integrations
Sage Intacct can be seamlessly integrated with a variety of other software solutions using Sage’s robust API.Â
This allows businesses to synchronise financial data and workflows across different platforms, enhancing operational efficiency.
By leveraging the API, organisations can connect Sage Intacct with CRM systems, e-commerce platforms, payroll providers, and more, creating a unified ecosystem that improves data accuracy and reduces manual entry.Â
This flexibility ensures businesses can customise their financial management processes to meet specific needs while maintaining real-time visibility into their financial health.
Popular integrations
Salesforce
Phocas
Nectari (SEI)
Datablend
Yooz AP
Sage Intacct seamlessly integrates with Salesforce through a pre-built, robust connector that ensures real-time data synchronisation between the two platforms. This integration allows for smooth data flow, enabling finance and sales teams to access accurate, up-to-date information, streamline workflows, and enhance customer and financial management collaboration.
Phocas integrates seamlessly with Sage Intacct by connecting directly to its data, enabling real-time, customisable dashboards and reports without manual exports. This integration allows users to analyse financial and operational data more deeply, combining Sage Intacct’s accounting accuracy with Phocas’s visual, self-service analytics. The key benefits include faster decision-making, better visibility into KPIs, simplified reporting, and the ability to create role-specific views for finance, sales, and operations, without relying heavily on IT support.
Nectari SEI (Sage Enterprise Intelligence) integrates with Sage Intacct by connecting directly to its data through the Nectari DataSync tool. This integration allows for seamless data synchronisation and enables the creation of real-time, customisable reports and dashboards within Sage Intacct. Users can embed Nectari views directly into Sage Intacct screens, providing a unified interface for financial analysis and decision-making.
DataBlend integrates with Sage Intacct using a flexible iPaaS platform to automate data flow between Intacct and other systems like Salesforce or payroll tools. It streamlines processes such as journal entries and invoice syncing, reducing manual work and improving data accuracy for faster, more efficient financial operations.
Yooz integrates with Sage Intacct to automate accounts payable by capturing, matching, and pushing invoice data directly into Intacct. This reduces manual work, speeds up processing, improves accuracy, and enhances AP visibility and compliance.
Sage Intacct Comparisons
Wondering if it’s time to switch to Sage? Read our software comparisons to discover why making this transition can help you level up your business.
Upgrade from Sage 50, 100, or 200 to Sage Intacct
If you are facing issues such as repetitive manual data entry, inefficient disconnected systems, inflexible integrations, limited reporting capabilities, challenges with compliance and audits, or inadequate forecasting abilities, now is the time to consider switching to Sage Intacct.
Transitioning to Sage Intacct can solve these problems by streamlining processes with automation, providing more advanced reporting features and real-time dashboards, facilitating seamless integration with other software, adhering to regulation for audits, and providing enhanced planning and forecasting modules to help businesses make informed financial decisions.
Reasons to choose Sage Intacct
Achieve
an average
250% ROI*
*Based on some study disclaimer
Cut your monthly
close time by
up to 66%*
*Based on some study disclaimer
Improve team
productivity by
over 65%*
*Based on some study disclaimer
How much does
Sage Intacct cost?
Sage Intacct is available in different formats, including pre-made and bespoke packages. The cost varies depending on your chosen package or the specific components included in a bespoke solution.
Sage Intacct operates on a software-as-a-service (SaaS) model, encompassing software hosting, functionality, and access to upgrades as part of the licensing agreement.
The software offers complete customisation, enabling users to pay only for necessary features, with billing typically structured annually.
Separate costs for implementation, training, and any add-on features or integrations are billed by your Sage Intacct implementation partner.
X3 - your partner for
Intacct success
Why do I need a Sage partner?
When a business decides to implement Sage Intacct, having an experienced partner is crucial. Intacct cannot be downloaded and set up yourself, and a level of customisation is required to match the unique needs of your organisation.
The benefits of using a partner for implementation
A skilled Sage Intacct implementation partner will use their expert knowledge to carefully plan the project, produce a thorough migration strategy, and deliver a successful installation.
They will streamline the implementation process, reduce the risks of errors and delays in the project, and ensure you get the best possible return on your investment.
A partner can also provide training and ongoing support to ensure you maximise the software’s capabilities.
Why choose X3?
With a relentless commitment to excellence and a proven track record of success, we focus on minimising risk and delivering value throughout the project and beyond.
Proven expertise
Team of experienced professionals with a proven track record in successful Sage implementations across various industries.
Client-Centric Approach
We prioritise understanding your business requirements to tailor our services.
End-to-End Support
From initial consultation to post-implementation support, we provide a comprehensive range of services to guide you at every stage.
Tailored Solutions
Customised implementation strategies to suit the unique needs of your business.
Cost-Effective Solutions
We offer competitive pricing structures, providing value for your investment with a buy it your way finance option.
Integration Expertise
Integration of Sage with other business applications for a fully connected solution to manage your entire business operations.
Training and Support
Extensive training programs and ongoing support to empower your team and maximise efficiency of your chosen software.
Minimum Downtime
Our streamlined processes and attention to detail guarantee an efficient implementation that minimizes downtime and errors.
Dedicated solutions for manufacturing, distribution and service industries
Maximise business growth by leveraging a consultant team with manufacturing and distribution expertise.
Manufacturing
Distribution
Service Industries
Finance
Read our Intacct success stories
Nord LB invest in Sage X3 with a trusted partner
Correct Contract Services heat up growth with Sage Intacct
Multevo multiply their service delivery with Sage Intacct
Game on for Professionals At Play with Sage Intacct upgrade
C&T Matrix manufacture better results with Sage X3
Sperry Rail on track to success with Sage X3
Ask a question
Got questions about Sage Intacct?
Drop us a line for a no obligation chat. Our specialist Intacct team will be happy to answer any queries you may have.
Useful Downloads
Read, watch, and share best practices.
Intacct Brochure
Read the Sage Intacct product guide to fiind out a full list of features available.
Intacct Buyer's Guide
Read the ultimate guide to accounting and financial management software
Switching to Intacct
Hear from the finance experts: Rated #1 in customer satisfaction by G2
Evaluation Guide
Improve project profitability by automating project accounting the smart way
Further Sage Intacct reading
Common Sage Intacct FAQs
What is Sage Intacct used for?
Sage Intacct accounting software offers advanced cloud-based accounting, real-time financial insights, andaaaaaaaa scalability far beyond Sage 50’s capabilities. While Sage 50 suits small businesses with basic needs, Sage Intacct excels in automation, multi-entity management, and customisable reporting, making it ideal for growing businesses. Upgrade to Sage Intacct to enhance efficiency, gain deeper financial visibility, and support your business’s expansion seamlessly.
As an official Sage Intacct business partner, X3 Consulting provide Sage Intacct implementation solutions, encompassing project scoping, software purchase, customisation and integrations. Together with Sage, we deliver perfect integrated solutions that empower businesses with sophisticated and powerful accounting software.