Automate, Optimize, and Scale – Explore Sage Intacct’s Powerful Features

Discover how our Sage Intacct can transform your business operations. Select the tools that align with your goals and take the first step toward efficiency and growth.

Financial Management

General Ledger

Gain real-time visibility into financial transactions, automate journal entries, and ensure GAAP & IFRS compliance with Sage Intacct General Ledger. Drill down into multi-entity consolidations and create custom dimensional reports instantly.

Cash Management

Gain full control over cash flow with real-time bank reconciliations, automated transaction tracking, and multi-entity cash visibility. Optimize liquidity planning and minimize financial risk with AI-driven forecasting.

Accounts Payable

Streamline invoice processing, automate vendor payments, and optimize cash flow with AI-powered accounts payable. Reduce manual data entry with OCR-based invoice capture and real-time approval workflows.

Accounts Receivable

Accelerate cash flow and reduce days sales outstanding (DSO) with automated invoicing, collections tracking, and real-time payment reconciliation. Gain visibility into customer balances and revenue trends across multiple locations.

Purchasing

Ensure spend control and policy compliance with automated purchase approvals, vendor tracking, and three-way matching. Reduce procurement costs and prevent overspending with budget-aware purchasing workflows.

Order Entry

Automate sales order processing, reduce errors, and improve customer satisfaction with seamless order-to-cash workflows. Sync with CRM and inventory systems for real-time order tracking and invoicing.

Sales and Use Tax

Ensure accurate sales tax compliance across multiple jurisdictions with automated tax calculations, exemption tracking, and audit-ready reporting. Stay ahead of evolving tax regulations with real-time updates.

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Advanced Functionality

Budgeting and Planning

Enhance financial planning with real-time forecasting, rolling budgets, and scenario analysis. Use AI-powered insights to optimize resource allocation and achieve strategic growth objectives.

Spend Management

Gain full visibility into corporate spending, automate policy enforcement, and prevent budget overruns. Monitor real-time expense trends with role-based spend dashboards and proactive approval workflows.

Fixed Assets

Automate asset tracking, depreciation schedules, and compliance reporting with Sage Intacct Fixed Assets. Ensure accurate financial statements and extend asset lifecycle management with real-time visibility.

Allocations

Automate cost and revenue allocations with intelligent rule-based workflows. Simplify shared expense distribution across departments, projects, or entities while ensuring compliance with allocation methodologies.

Consolidations

Automate multi-entity consolidations with real-time financial roll-ups, currency conversions, and intercompany eliminations. Ensure accurate reporting across subsidiaries and global operations while reducing manual effort in month-end close.

Inventory

Optimize stock levels, track multi-location inventory, and automate reordering with Sage Intacct’s cloud-based inventory management. Improve order fulfillment efficiency while reducing carrying costs.

Project Costing & Billing

Optimize project profitability with automated job costing, milestone-based billing, and real-time expense tracking. Gain insights into project financial performance with customizable dashboards and resource utilization metrics.

Advanced Functionality

Time and Expense

Simplify employee time tracking and expense reimbursement with mobile-friendly submissions and automated approvals. Ensure accurate client billing and project cost allocation with real-time expense syncing.

Contracts & Subscription Billing

Simplify contract management, automate recurring billing, and stay compliant with ASC 606 & IFRS 15 revenue recognition standards. Manage complex pricing models, renewals, and multi-element arrangements with ease.

Revenue Recognition

Automate complex revenue recognition processes and ensure compliance with ASC 606 and IFRS 15. Gain audit-ready visibility into deferred revenue, contract modifications, and performance obligations.

Interactive Custom Report Writer

Build customized, real-time financial reports with an intuitive drag-and-drop interface. Automate report generation and gain deeper insights into company performance with flexible data visualization tools.

Interactive Visual Explorer

Turn financial data into actionable insights with AI-powered visual analytics. Drag-and-drop interactive reports help CFOs and accountants uncover trends and optimize decision-making.

Advanced CRM Integration

Seamlessly sync Sage Intacct with Salesforce for real-time visibility into customer financials. Automate order-to-cash workflows and improve collaboration between sales and finance teams.

Platform Services

Extend Sage Intacct’s capabilities with custom workflows, API integrations, and personalized reporting. Automate financial processes and connect with third-party applications for a fully integrated ERP ecosystem.

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