Sage Intacct is a state-of-the-art accounting software system hosted in the cloud that empowers you to transform how you handle your financials throughout every corner of your business. As a true cloud, native SaaS solution, Intacct enables you to better adapt to the increasing speed of your market and confidently face a wide range of disruption factors including new technologies, remote work shifts and natural disasters.
As an experienced and trusted Sage partner, SWK Technologies will help you get the most out of implementing Sage Intacct and assist you in building an effective, optimized technology stack around your core accounting software. With decades of experience in handling Sage ERP and other business management solutions, including development of custom workflows and integrations, SWK will ensure that your investment returns the value you need and streamlines your financial management. Reach out to us today to schedule your tailored Intacct demo – click here to contact SWK.
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.
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
ACCOUNTING DASHBOARDS AND REPORTING
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.
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
BILLING AND REVENUE
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.
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
TIME AND EXPENSE MANAGEMENT
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.
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
BUDGET AND PLANNING
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
INDUSTRY AND VERTICAL FEATURES
Sage Intacct provides both broad and industry-specific features including (but not limited to):
QuickBooks, Sage 50, and Sage 100 – Upgrade Your Financials
Smaller solutions like QuickBooks may provide basic bookkeeping features to hold over your organization in the beginning stages, but as your business grows, these limited functions will quickly start to reach capacity. Software that cannot scale with your processes will hold you back, preventing your accounting team from achieving efficiency and providing visibility into your finances.
Sage Intacct provides you with a comprehensive list of financial management features that will continue to fulfill your critical accounting software functions even as your operations and headcount expands. While many ERP solutions seek to deliver a broader range of industry-specific functionality on top of standard bookkeeping tools, Intacct is focused on supplying deeper finance capabilities that allow CPAs to confidently manage and process every data set across your company. These key capabilities include:
Accounts Payable & Receivable
Time and Billing
Sage Intacct VS NetSuite – True Cloud Software
ERP systems like NetSuite that similarly claim the mantle of “true cloud” are rarely able to match the accounting functionality, architecture flexibility, integration compatibility, or clear pricing structure of Sage Intacct. As a cloud-native SaaS product, this solution is built on a modern platform that allows for more streamlined implementation as well as seamless connection and data exchange with third-party applications through robust Intacct APIs. It also features consistent automated updates as long as your devices remain connected to the Internet, which allows you to receive the latest patches for security, technology upgrades and regulatory compliance immediately instead of forcing long downtimes.
Cloud-hosted applications introduce a wealth of benefits over the traditional on-premise deployment model, including removing the need to invest in hardware setup and continuing maintenance. Your software is delivered to your business offsite from state-of-the-art servers designed to achieve optimal performance for hundreds of thousands of users simultaneously. As an award-winning managed IT and cloud service provider, SWK will work with you as your Sage partner to ensure your hosted software environment is supported and secured against a broad range of disruptions and cyber threats.
Sage Intacct vs Sage 100 – Are Your Financials Ready for the Cloud?
Download our white paper: Financials Face-off: Sage 100 vs. Cloud.
List of SWK Integrations for Intacct
Robust Sage Intacct APIs allow seamless integration with an extensive list of third-party modules designed for industry- and function-specific roles. These include human capital management (HCM), sales tax automation, document management and more.