Sage Intacct
Every business is expected to navigate the complexities of growth and all the issues that come along, but your finance system shouldn’t be one of those issues.
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General Enquiries
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What is Sage Intacct?
Your finance system is your partner, a data-driven decision-aid, and a system that actively supports business growth.
Sage Intacct is the cloud-native financial management platform built to help you scale, automate, and lead with confidence.
It has a wide feature set and a key focus around its strength, core accounting.
Out of the box, Sage Intacct includes the following modules:
- Accounts Payable and Receivable
- Cash and Order management
- General Ledger
- Purchasing
Explore Sage Intacct:
Is Sage Intacct right for you?
Sage Intacct is ideal for businesses that:
- Report and consolidate across a range of companies and dimensions
- Segment based on income stream, like Not For Profit Organisations or Charities
- Repeat Billing or SAAS model
- Need for robust API links to best in class accounts
- Global consolidations or localised Tax for US/AUS/SA
The 5 Pillars of Sage Intacct
Built for Growth and Complexity
- Always up-to-date: Automatic quarterly updates mean no costly upgrades or downtime.
- Multi-entity support: Easily manage from a single entity to a complex group structure—ideal for growing service businesses.
- Robust security & permissions: Protect sensitive financial data with granular access controls.
- Multi-dimensional reporting: Go beyond traditional charts of accounts to slice data by project, department, location, and more.
- Inter-entity automation: Eliminate manual reconciliations and errors with seamless intercompany transactions.
- Shared master data: Promote collaboration and consistency across teams and entities.
- Centralised services: Reduce silos and streamline operations with a unified platform.
Real-Time Visibility for Smarter Decisions
- Role-based dashboards: Tailored views for CFOs, controllers, and project managers.
- Secure, intuitive access: Empower teams with the right data at the right time.
- User-designed experience: Built with finance professionals in mind—no technical expertise needed.
- Live data exploration: Drill down to transaction-level detail instantly.
- Beyond static reports: Interactive dashboards and board-ready packs for executive reporting.
- Pre-built board packs: Save time preparing for leadership meetings with ready-to-use templates.
Powerful, Flexible and Scalable to fit You
- Industry-specific flexibility:
Configure processes to match your service business model. - End-to-end automation:
Streamline Purchase-to-Pay, Quote-to-Cash, and Time & Billing workflows. - Subscription billing & revenue recognition:
Handle complex billing models with ease. - Custom transaction definitions:
Tailor the system to your unique operational needs. - Approval workflows:
Ensure compliance and control with configurable routing. - Responsive UI:
Fast, intuitive navigation for busy finance teams.
Simple, User-Friendly and Intuitive Reporting
- Multi-dimensional analysis: Report by client, project, region, or any custom dimension.
- Modular & user-defined reports: Build reports that reflect your business structure.
- Financial statements vs. operational insights: Get both high-level and granular views.
- Visual storytelling: Use charts, dashboards, and graphs to communicate impact.
- Budget vs. actuals: Track performance and course-correct in real time.
- Interactive report writer: Create and share reports without relying on IT.
Connect your departments and ecosystem with confidence
- Best-in-class integrations: Seamlessly connect with Salesforce, payroll, CRM, and more.
- Open API: Build custom connections without vendor lock-in.
- Developer-friendly: Supported by a vibrant community and documentation.
- Flexible data import/export: Start simple with CSVs, scale to full automation.
- Update-proof integrations: Confidently build workflows that stay intact through upgrades.
Check out Sage Intacct's key benefits...
It’s powerful, easy to use, and built for companies that want to manage their accounts in the cloud, anytime, anywhere.
Interested in seeing what real users think of Sage Intacct? Read about the latest G2 report here.
Quarterly release schedule
4 comprehensive new releases per year, all implemented automatically to your system
Integrations and customisations
Choose from a range of pre-built solutions from the marketplace, or our team can build you something bespoke
Customer satisfaction
Commitment to be #1 for customer satisfaction with industry leading 95% customer renewal rate
Built for the Cloud
Sage Intacct was made for the cloud from the first line of code, with a robust technology infrastructure, automatic backups and 99.98% uptime
What is Sage Intacct Built for?
Sage Intacct’s financial management platform is everything you need to increase team's productivity, make faster and more informed decisions, and transform your business.
Compliance at its core
Sage Intacct is a system built to grow with you and whatever comes your way
Currently it's compliant with GAAP, HIPPA, GDPR, and ISO 27001 and they're always adding more.
Take Sage Intacct further!
Sage Intacct is an incredible piece of software, but sometimes small tweaks and adjustments are required to make it absolutely perfect for you
With Sage Intacct, you can select additional modules and further enhance the functionality.
Plus, the Sage Intacct Marketplace and Open API takes your system even further and our consultancy and development team are here to help if you don't have the facilities in-house.
From bespoke development to third-party add-ons, there’s a lot we can do with Sage Intacct.
What’s next?
Now you have decided Sage Intacct is for you, what's next?
This is where we come in. The PKF Smith Cooper Systems team will guide you through demos, bespoke quotes, project scopes, implementation and eventually going live. Along the way, you will have a dedicated account manager, consultant and, once you go live, you then have access to our incredible support team.
The essential tools at the heart of Sage Intacct, built to give you full control and confident growth
Explore more of our services, empowering your Sage Intacct success
Support
Supporting your Sage software is our business.
Whether you're running Sage 200 or Sage Intacct, the smooth operation of your software is essential to the continuity of your business.
- Year-end assistance
- Access to our Customer Portal
- Remote connection software
Development
From Concept to Code, We Build What You Need.
Whether you're looking to streamline a business process, connect Sage to another system, or tweak how your software works day-to-day, our development team is here to make Sage work smarter for you.
- Accredited Sage Developers
- Award-winning team
- Proven track record of delivering solutions
Consultancy
Optimising your business with expert Sage consultancy
We’re a multi-award-winning Sage Business Partner, helping businesses across the UK get the very best from their Sage software. We combine expert knowledge.
- Technical Installation and Setup
- Data Migration
- System Training
Project Management
Stay Informed, Empowered and In Charge.
Project Management is a critical element to any software project. Regardless of the size and scale, working to an agreed plan and schedule is essential to achieving a successful outcome for all stakeholders.
- Enhanced Communication
- Risk Mitigation
- Quality Assurance
Client Services
Putting customers first, every step of the way.
Since our launch in 2014, we’ve driven significant growth by staying true to our core ethos: The Good Sage Guys to Deal With.
- Faster Response Times
- Better Communication
- Peace of Mind
Training
The right training plus the right partner, equals greatness
At PKF Smith Cooper Systems, we specialise in helping businesses like yours maximise the value of their financial systems, because we know that even small errors can have big consequences.
- Half day or full day sessions
- Group sessions or one-on-one deep dives
- Empower your team
Sometimes it was a little bit complicated how we were trying to set our structure up and what we wanted to get out of [Sage] Intacct, but Ian and Sam were full of ideas and came up with really good suggestions for everything. We had a lot of troubleshooting sessions and they were able to find resolutions. Haris has given a lot of support all the way through the process as well. He’s very confident and very capable.
We felt very supported – if you contacted somebody, you got a response very quickly. You never felt like you’d been left out on a limb.
Amy Knights-Allen
Accountant at Maydencroft
[We were] allocated an implementation consultant who had excellent product knowledge and a good understanding of business processes[…] Despite a remote implementation model there was regular access to the implementation consultant to track project progress, discuss issues/problems and identify resolutions.
Chris Woodhouse
Company Accountant at B.J.Waters Transport
Using PKF Smith [Cooper Systems] as our implementation partner enabled the journey to Sage Intacct to be a straight forward and painless experience.
Jayne Woodhouse
at B.J Waters Transport Limited
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