Product Brochure

Sage Intacct
Industry-leading cloud finance software
built for growing businesses
Table of Contents
A powerful foundation built for success Page 3

Our solution Page 5

Industry overviews Page 12

Marketplace partners Page 14

Why choose Sage Intacct? Page 15

SAGE INTACCT 2
A powerful
foundation
built for success
A best-in-class provider Innovative features for today True cloud flexibility and accessibility
Designed to accelerate your success—our and tomorrow Keep your organization agile with an open
cloud financial management platform delivers The modular, true cloud financial management and configurable cloud accounting solution
deep accounting capabilities across multiple platform of Sage Intacct meets your business that lets you easily share data and connect
industries and: needs today and gives you the flexibility to multiple solutions, including Salesforce.
easily add more functionality tomorrow.
Sage Intacct handles over 100m application
• Reduces time to close by up to 79%
With four major releases annually with multiple requests per day, over 1b+ API calls per
• Provides real-time reporting new features per release forour customers, month, and 50b+ financial records.
innovation is in our DNA, and industry analysts
• Enables the consolidated of 100s of business Your entire organization can leverage intuitive
have named Sage Intacct as a “visionary” and a
entities in minutes systems that your global teams can learn and
“leader”.
navigate with ease.
• Puts finance leaders in a position to
guide the business and drive more growth

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“Sage Intacct
customers achieve
an average 250%
ROI and payback
in less than
6 months”

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Our solution
Sage Intacct at a glance

Built for finance, by finance

As a best-in-class financial management solution, Sage Intacct provides a simple and flexible
open API to dozens of related solutions like Salesforce, Expensify, Kimble and many more. With
easy connection and integrations with other solutions, Sage Intacct can fit to your exact industry
and business needs.

Key features of Sage Intacct

Core financials Billing Advanced

functionality

Dashboards Flexible
and Platform
reporting

SAGE INTACCT 5
Core financials
Automate complex processes and multi-dimensional data analysis

Slash your close time by up to 79% and accelerate your finance team’s productivity. With
accounts payable software by Sage Intacct, your business saves time through the automation
of manual processes and eliminating inefficient workflows. Just point and click to configure
approvals processes that work for your organisation.

Accounts payable General ledger

Automate and digitize AP workflows to Multiple entities, currencies, and geographies
reduce effort, errors, and cycle payment that can be consolidated in minutes.
time.

Accounts receivable Order management

Automate invoicing and collections process to Automate complex, high-volume quote-to-cash
accelerate your cash cycle. cycles and improve profitability.

Cash management Purchasing

Track multiple accounts with real-time Achieve speed, accuracy, and visibility with
visibility and easy reconciliations. structured transactions and approvals.

Multi-entity management Inter-company eliminations

Streamline and centralize inter-entity Automate inter-company eliminations at the
management, from entity set up to point of consolidation.
consolidation and reporting.

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Dashboards
and reporting
Intuitive dashboards that give fast, rich financial
and operational performance

Save 40+ hours monthly on financial reporting and cut time spent checking data accuracy by
75%. With financial reports from Sage Intacct, 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. Reach peak performance with fast answers for confident decision-making.

Data into insight Rich financial reports Improve business agility Dive deeper
The innovative general ledger includes With Sage Intacct, financial reporting With all your financial and operational The Interactive Custom Report Writer from
dimensions to capture the business context and analysis options are almost limitless. data in one place, the best-in-class multi- Sage Intacct lets you easily create real-time
of your transactions, operational measures, From comparing operational statistics dimensional visibility from Sage Intacct lets reports that tackle your toughest reporting
and budgets. That means you can quickly with financial metrics, checking summary you slash time spent checking your financial needs. Get the insights you need in seconds
access or create reports that analyse roll-up figures for multiple entities—even data accuracy, so you can start making to address complex issues and respond to
real-time business performance by business if it’s only mid-month, drilling down to impactful strategic decisions. market changes.
drivers—without managing a complex chart source transactions for granular transparency
of accounts. instantly, to flagging trends and spotting
exceptions with powerful report visualisations.

SAGE INTACCT 7
Billing
Smart solutions to automate complex revenue and billing processes

When it comes to subscriptions, specialised contracts, recurring billing services and the added
complexities of compliance, Sage Intacct is the cloud solution finance trusts—managing revenue
complexities the intelligent, automated, and faster way. We provide automated workflows,
smart revenue recognition, and seamless data flows that streamline the revenue cycle across
your organisation.

Contract and subscription billing

Streamline workflows across the AP cycle with speed and efficiency.

Project costing and billing

Bid smarter and bill faster with less revenue leakage.

Revenue recognition
Automate complex revenue accounting, configure expense amortization and more.

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Payroll and
HR
Empower your organization to take care of your greatest asset,
your people.

• Get instant visibility into your people data for your local or global workforce.
• Run payroll in a few simple steps with the leading mid-market payroll solution.
• Sync employee data to Sage Intacct in real time, no duplicate data entry.
• Use your dimensions to streamline posting and reporting for payroll journal entries.

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Advanced
functionality
Flexible additional modules for total financial management

You’re always ready for what’s next with additional modules.

Planning Dynamic Allocations

Plan using live financial data and build Fully automate allocations inside your
budgets in minutes. accounting solution.

Fixed assets Revenue recognition

Fixed assets and core accounting creates an Account for multiple revenue types—from
automated asset management system. subscriptions, to licenses, to services.

Inventory management Spend management

Track, value, and manage stock while Take care of company purchasing vs budgets
maintaining accuracy at every step. and never exceed spending caps.

Global consolidations Time and expense management

Point-in time inter-entity reporting with Keep your team focussed on client goals,
multi-currency consolidations. not administrative tasks.

Project accounting Lease Accounting

Manage costs and revenue, keep projects Automate lease accounting processes to
on time, and maintain profitability. reduce compliance effort and errors.

SAGE INTACCT 10
Platform
Built-in tools to help business grow

Infrastructure solutions to give you an extra edge over the competition, be that in efficiency, cost
savings or better decision-making across the business—Sage Intacct Platform Services is your
ticket to making user expectations a reality.

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.

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Industry overviews
No matter what industry you’re in or business model you follow,
your organization is unique. Don’t settle for a one-size-fits-all
financial application.

Business services Non-profits Software-as-a-Service (SaaS)

the need to constantly adapt to customers and With unique challenges like programme and Automate even the most complicated
the market—having Sage Intacct in your corner project management, fund balancing, and financial processes, adapt new changes faster,
helps with the volume, variety, and change. complex reporting needs, Sage Intacct can and deliver flexible reporting in your rapidly
“With Sage Intacct, Voices’ month-end closes help you tackle these issues with greater growing business.
decreased from 15 to 2 days. We expected a efficiency and managerial visibility—and
“I absolutely love Sage Intacct. The ease of
solution that was quick, detailed, and easy to less reliance on error-prone spreadsheets.
use, dimensional accounting, and real-time
use- we’ve gotten all of that and more.”
“We’ve gained better visibility into our spending drill down into transactions has made my life
across locations which helps us optimize our much easier.”
—Brittany McCarthy, Director of Finance,
purchases and minimize waste.”
Voices
—Sunny Wu, VP of Finance, LogiSense
—Sudesh Galhenage, CFO, Hope’s Home

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Industry overviews
Financial services Hospitality Healthcare
Integrate data from different systems, easily Focus on your guests with automated While striving to achieve scale, Sage Intacct
monitor financials from diverse portfolios, financial processes, gain more insight into can help you monitor performance and keep
consolidate results across multiple operating your hospitality business, and make decisions financial processes running smoothly—
companies, and create timely, actionable that’ll boost profitability. especially across multiple locations.
reports for your board.
“With Sage Intacct, we work smarter instead “Sage Intacct reporting is extremely time
“Sage Intacct frees me up to be a better of harder, even as we grow at a rapid pace. saving—there’s almost no manual data entry
partner to the C-suite. I’m able to get into The fact that we’ve added 7 new entities— anymore. We’re freed up from day-to-day
analysis for strategic planning rather than each with their own budgeting and financial accounting to drill into our finances and get
just managing tactical financial processes planning requirements—without needing any a better picture of what’s going on in
because the team can handle those now additional staff is a true testament to Sage the company.”
without me. And that’s removed a tremendous Intacct’s robust ERP capabilities.”
burden for me.” —Anthony Scaltreto, Manager financial
—Tamara Crawford, CFO, Tetherow analytics, Walden Behavioral Care
—Barbra Harris, CFO, Pathway Lending

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Extend the power
of Sage Intacct with
Sage Marketplace
Expand Sage Intacct to more areas of your business with
Sage Intacct Marketplace. It offers a variety of the most innovative
cloud solutions—all built to be best-in-class and integrate with
Sage Intacct from day one.

Something for everyone Let’s go shopping

If someone in your business needs it, you’ll probably find it in the Sage Intacct Marketplace. It’s Simply search for solutions by industry, business need, or keyword. Find your favourites,
easier than ever to manage your subscriptions, point of sale, payroll, projects, and so much more and request more information.
as Sage Intacct integration helps your data automatically flow into your financials—giving you a
Find out more
single place to get your full financial picture.

Future-proof your business

If your business requirements change in the future, no problem. Unlike suite solutions, Sage
Intacct lets you keep your freedom. Just visit the Sage Intacct Marketplace whenever you need to
extend your Sage Intacct ecosystem.

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Industry and
Customer
Recognition

#1 by Customer
Top-rated ERP solution Satisfaction in G2 Grid
by Trust Radius Report for Mid-Market
Accounting Software

Preferred provider
of the AICPA

SAGE INTACCT 15
Our customer
achievements

250%
return-on-investment
#1 in customer
satisfaction
<6 months
payback
Sage Intacct has had the highest satisfaction, product
direction and NPS scores compared to other cloud
accounting peers since 2015.

65%
productivity improvement
#1
In Customer
Satisfaction by G2
since 2015
2000+
Independent and
verified reviews
Top-rated
Top-rated Enterprise
Resource Planning
solution in 2023 by
TrustRadius

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We’re invested in your
long-term success

Your success is We’ve got the best We scale with you

our mission technology for your every step of the way
organization

We’re the right partner AICPA-endorsed and #1

for the long-term in customer You won’t outgrow us
satisfaction

Page 17
About Sage Intacct www.sage.com
Sage Intacct helps finance professionals increase efficiency and drive growth
for their organization. 888-878-7675
How? By automating your processes so you can run your day-to-day business
better—giving you greater insight and flexibility to make confident, long-term
decisions, and act fast to execute changes.
Book your demo: | View product tour

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