Sage Platinum Club Winner
20+ Years Experience
UK + North America
First UK Sage X3 Partner
Revenue alone does not tell you whether a project is performing.
Labour, expenses, subcontractors, scope changes and delivery delays can gradually erode margin. When project financials are assembled retrospectively, problems may only become apparent after the opportunity to correct them has passed.
Sage Intacct helps organisations compare project revenue, cost, budget and actual performance so teams can understand the commercial position of engagements throughout delivery.
Professional services businesses rarely operate with one simple billing model.
Time and materials, fixed-fee engagements, retainers, milestones and other commercial arrangements can create significant administrative work for finance teams.
Sage Intacct supports multiple project billing methods and can use project, time and expense information as part of the billing process, helping reduce the disconnect between work delivered and invoices raised.
Incomplete or delayed timesheets do more than create an administrative headache.
They can affect project costing, utilisation reporting, invoicing and ultimately revenue.
Sage Intacct supports time and expense management linked to projects, while Sage’s Time Agent can assist with time capture using information from work activity such as meetings, emails and documents.
Higher utilisation does not automatically mean higher profitability.
Leaders need to understand utilisation alongside project margin, capacity, client commitments and delivery quality.
Sage Intacct provides project and utilisation reporting, while organisations with more sophisticated resource-management requirements can extend the environment with Sage Intacct PSA for resource planning, project management and capacity management.
New teams, service lines, locations and entities create additional reporting complexity.
When information is spread across project systems, spreadsheets and accounting platforms, producing a consistent view of performance becomes increasingly difficult.
Sage Intacct uses dimensions to analyse financial data across areas such as projects, customers, departments and other business attributes, while its multi-entity capabilities support organisations operating more complex structures.
Consultancies, agencies, technology services firms and other project-led businesses operate differently from product-based organisations.
Profitability depends on how effectively people, time and expertise are converted into successful client outcomes.
That means finance needs to understand much more than the general ledger. It needs visibility into projects, customers, people, costs, billing, utilisation and revenue — without rebuilding the picture in spreadsheets at the end of every month.
Sage Intacct brings financial and project data together, helping professional services organisations understand performance while there is still time to influence it. Sage supports project costing, time and expense management, multiple billing approaches, project reporting and revenue recognition within its Professional Services offering.
For professional services organisations, growth can quickly expose the gaps in disconnected finance processes. Invoice delays, slow collections, missed billable time and unclear project profitability all affect cash flow and decision-making. The firms that scale with confidence are the ones that can track the right metrics, act on real-time data and keep every project commercially under control.
The KPIs, calculations, and best practices that matter for professional services firms looking for growth.
Manage growing or group structures without relying on separate reporting processes for every entity.
Sage Intacct supports multi-entity financial management and global consolidation capabilities for organisations whose structure has outgrown single-company accounting.
Understand what is driving financial performance.
Sage Intacct dimensions allow transactions to be analysed through the structure of the business, making it possible to investigate profitability by areas such as project, customer, department, employee or service line depending on configuration.
Book a no-obligation consultative-led demo of our solutions.
Professional services finance teams need to understand both the financial result and the operational activity behind it.
With the right project, time, and financial information connected, organisations can build reporting around measures such as:
For organisations with more sophisticated project delivery requirements, Sage Intacct PSA extends beyond project financial management into professional services automation.
It is designed to support project planning, resource management, capacity planning, and project delivery, while connecting with Sage Intacct financial information.
This can help answer operational questions such as:
The Sage Time Agent assists employees with time capture by using information from their working activity to suggest timesheet entries.
For professional services organisations, more complete time information can improve project costing, billing and visibility into utilisation.AI-assisted analysis and commentary within the Sage Intacct environment, operating within defined Tier approval structures and generating an audit trail for every AI-assisted output. Regulatory risk managed by design.
The Sage Intacct Close Agent helps finance teams manage close activities, highlight issues and monitor progress within a structured close workspace.
Instead of managing close tasks across spreadsheets, emails and separate checklists, finance teams can maintain clearer visibility over what remains outstanding.
Sage’s Finance Intelligence Agent is designed to let finance teams ask questions of financial information using natural language and receive analysis and insights without manually navigating multiple reports.
Find out where your back office is holding the business back — and what a realistic path to resolution looks like. Our assessment benchmarks your current position against mid-market peers and identifies the highest-priority gaps.
Sage Intacct demonstrated in the context of a professional services or SaaS business — not a generic finance demo.
