Sage Intacct

Intacct offers best-in-class financial management capabilities across multiple core accounting functions designed by CPAs for CPA needs. With a wide range of features that include AI-powered tools and seamless transaction automation integrated with your orders, your sales and finance teams will be able to track every point of data they need in real-time and capture end to end visibility.

Learn more about the General Ledger

• Use dimension values—instead of old-fashioned account segments—to capture the business context of your transactions, operational measures, and budgets in General Ledger
• Review thousands of GL transactions using AI-powered outlier detection for higher efficiency, accuracy, and confidence in your numbers
• View performance on U.S. GAAP, IFRS, and cash bases—side by side for better visibility—as well as easily report on tax, country, or industry-specific bases
• Define your own workflows and set guardrails for consistency and accuracy with user-defined transaction steps and approvals, smart rules and events, dimension controls, and more
• Generate accounts payable liabilities and vendor-aging reports, bill and check register reports across your company in real-time
• Define the workflows and approvals so you have complete visibility into the entire AP process
• Set spending limits to maintain budget compliance with Sage Intacct Spend Management
• Analyze AR data from a range of perspectives, like revenue over time or collection activity on customer accounts, for a complete view of your business
• Apply payments to accounts not tied to an invoice or record POS payments not applied to a customer. Match electronic payment transactions to invoices in a click
• Import statements from your financial institutions and automatically reconcile your checking, savings and credit card accounts in just minutes
• Easily create quotes, sales orders, back orders, invoices, returns, credit memos, debit memos, and more—and rapidly deliver them via email
• Configure different pricing schedules for customer groups or individuals by time periods, products, or entire product lines

Capture the visibility you need into your financials and operations as you need it with interactive dashboards and visual reporting that leverages state of the art analytics. Gain access to a living view of your business transactions, cash flow, profit margins and more, delivered with actionable intelligence that empowers your decision-making.

Learn more about Sage Intacct Cash Management

• Use predefined financial reports and dashboards out of the box and add more to reflect unique business drivers
• Activity-specific subledger reports, like customer aging and check registers, can also be found in the individual task area
• Drill down to source transactions and attachments for financial transparency
• Flag trends and spot exceptions with powerful report visualization
• Share real time views on dashboards, through email or on the cloud
• External processes, like business intelligence or data warehousing, can be driven by using Web Services APIs or setting up data delivery service
• Customizable dashboards allow role-based and process-based metrics, reports, and charts to be created for quick insight and data-driven decisions
• Get financial and metric data — like square footage, available hospital beds, SaaS metrics or other statistical measures that matter to your business
• Slice and dice your data across dimensions to get different views without producing individual reports

Carefully oversee and manage all forms of billing and recurring revenue, including subscriptions, contract fees and more. Integrate your dashboards and reporting with your CRM and project management data to gain a clear, two-way view into all of your accounts receivables.

Learn more about Sage Intacct Accounts Receivable

• Keep project on track with proper workflows for tracking time and managing costs while providing your team online access to critical job data
• Capture board-ready insights, including churn, CLV, CMRR, cash, and CAC
• Instant views of changes between ASC 605 and 606 with dual book entry
• Revenue, expense, billing, and cash receipts forecasted to current and new guidelines
• Capture billable and non-billable transactions to minimize revenue leakage and support automated invoicing of time-and-expense or fixed fee billing

Leverage modern technology to capture real-time visibility and accuracy into your time, billing and expense management with timesheets and reporting powered by AI. Remove the burdens of manual entry and ensure your teams can track their hours seamlessly and without errors.

Learn more about Sage Intacct Accounts Payable

• Keep tabs on timesheets by project, employee, or date; also view by stages, including missing timesheets
• Post project, employee, item, and task data to the GL to enable management reporting
• Handle multi-currency expenses as well as non-reimbursable expenses (company credit cards)
• Link hours worked and expenses incurred to specific projects, gaining a true picture of a project’s margins
• Flag time and expenses as billable or non-billable; expenses can be driven by project or contract
• Use AI to reconstruct the work week across multiple projects to capture every billable moment
• Mobile application for Android and iPhone for access on most common devices
• Set business rules such as requiring notes on time entries or setting minimum/maximum daily values

Deliver end-to-end visibility to stakeholders with data captured and processed from every purchase order, stock item and sales order.

Learn more about Sage Intacct Order Management

• Easily create quotes, sales orders, back orders, invoices, returns, credit memos, debit memos, and more—and rapidly deliver them via email
• Configure different pricing schedules for customer groups or individuals by time periods, products, or entire product lines
• Quickly access the prices of items on price lists, along with quantity price breaks
• Review and track profitability by products, and identify buying patterns using any combination of items, customers, territories, product lines, and sales reps
• User-defined inventory transactions for receiving, transfers, fulfillment, adjustments, and disposal
• User-defined replenishment processes with seasonal stock level adjustments and multiple warehouses
• Inventory reports: Analysis, Costing, Journal, Recurring, Register, Reorders, Status, and Valuation
• Multiple costing methods: Standard, Average, FIFO, and LIFO
• Use standard templates for adjustments, transfers, damaged goods, scrap, and more
• Adopt or create standardized processes for requisitions, quotes, receivers, returns, and adjustments

Manage multiple entities across multiple international locations, ensuring reporting accuracy with centralized multi-company and multi-currency accounts.

Learn more about Sage Intacct Purchasing

• Use accurate, automated exchange rates for currency conversions and revaluations that stay up-to-date, even as rates change
• Get ASC 830/FAS-52 compliant multi-currency consolidation, creating cumulative translation adjustments (CTAs)
• Automate inter-company eliminations at the point of consolidation
• Set up new entities with configurable rules for inter-entity transactions, bank accounts, and more
• Have new entities inherit your existing lists, process definitions, and charts of accounts or configure new entities with unique definitions
• Centralize payables and receivables or get entity-specific general ledger accounts

Eliminate Excel-based forecasting and expense tracking with Budgeting and Planning delivered by Sage Intacct, which enables SMBs to consolidate reporting and modeling in a centralized view. Leverage model and forecast automation to take manual entry off of your users’ hands, reducing inaccuracy as well as giving back time to your accounting team.

• Create budgets using model templates, add assumptions, and formulas (including conditional, minimum, and maximum)
• Create any number of scenarios to perform ‘what-if’ analysis – without impacting the current budget
• Import actuals to do comparative analysis with the current budget
• Run comparative actual vs. budget reports with variances
• Keep finance and operations aligned to your organization’s strategy with dashboards to track and monitor KPIs
• Merge a scenario with your current budget to create a new forecast
• Use the export wizard to create a new forecast

Sage Intacct provides both broad and industry-specific features including (but not limited to):

• Construction and Real Estate
• Financial Services
• Restaurants
• Healthcare
• Hospitality
• Nonprofit
• Professional Services
• Technology and SaaS
• Distribution