The Challenge

Your Challenges
Growth Bottleneck
When your back office can't keep pace
AI Mandate
Board has asked for a credible AI strategy
Scale Ambition
Infrastructure for 2X, 3X+ growth
Compliance Event
Acquisition, audit, or regulatory change
Who we serve
CFO & Finance Director
AI strategy, close cycle, scalable infrastructure
COO & Operations Director
Integrated operational ERP and supply chain
CTO & IT Director
Architecture, integration, security, and TCO
CEO & Board
Investment case, governance, strategic finance
Start Here
Is your finance function ready for AI?
Free assessment. Maturity stage score and a recommended next step. No commitment.
Assess your AI readiness
The Journey

AI Transformation Stages
The Journey - Overview
How we take you from stage 1 to stage 4
Stage 1 — Operational Foundation
Building the platform your business deserves
Stage 2 — Intelligent Automation
Remove the manual transactional layer
Stage 3 — AI Augmented Finance
Intelligence at the speed of the business
Stage 4 — Agentic Finance Governance
Finance at scale without headcount growth
Frameworks & Tools
Agentic Finance Governence
Board-defensible AI governance
Finance Operations Review
Structured discovery process
ISV Partner Ecosystem
Netstock, Nectari, Avalara and more
Customer Outcomes
See what finance transformation looks like in practice.
Real outcomes from real organisations. Measurable results, not testimonial quotes.
Real customer stories
Solutions

Platforms
Compare Platforms
Sage Intacct vs Sage X3, find your fit
Sage Intacct
AI-enabled, cloud-native finance solution
Sage X3
AI-driven, scalable, comprehensive ERP
X3CloudDocs
AI document and workflow automation
Full Ecosystem
Netstock, Nectari, Avalara and more
Release Hub
Information on each release of our platforms
Services
Sage X3 Implementation
Structured delivery for successful implementation
Support Services
Expert support that keeps you moving
Localisation & Legislation
Local compliance for global operations
Upgrade to Sage X3 or Intacct
Looking to upgrade your ERP or FMS to Sage?
Customer Transformation Stories
Measurable outcomes
Sectors
Manufacturing & Distribution
Solutions for complex operations
Food & Beverage
FEFO, traceability, compliance, and scalability
Chemical & Pharmaceutical
Formula management, regulatory and quality control
Professional Services
Project accounting, revenue recognition
SaaS & Subscription Business
Subscription billing, revenue recognition
Financial Services
Multi-entity, regulated environments
Charities & Not-for-Profit
Fund accounting, SORP compliance
What's new
See the latest releases and updates in Sage Intacct, X3 and X3CloudDocs.
Release notes and information on each release of Sage Intacct, Sage X3, and X3CloudDocs.
View release Hub
Insights

CXO Hub
Resources for every leader shaping business change.
Explore calculators, reports, guides, and downloads for CEOs, CFOs, COOs, CIOs, and every decision-maker planning finance, ERP, and operational transformation.
Explore CXO Hub
Content
Content Hub
Selection of blogs and content
Video Hub
Selection of Mysoft & Sage videos
Events & Webinars
Events, roundtables & webinars
Customer Transformation Stories
Measurable outcomes
Whitepapers & Guides
In-depth PDF DLCs
Demo Hub
On-demand demos
Bootcamps & Insights
AI Bootcamp
AI in plain English for finance
ERP Bootcamp
ERP selection and implementation
FMS Bootcamp
Financial management systems
Cloud Migration Bootcamp
Moving your ERP to the cloud
Strategic Insights
Agentic AI. Reality versus hype
In Focus & Resources
SaaS & Technology Finance
In-focus, ARR, revenue recognition
Master Data Management
In focus, the AI data foundation
AI ready finance guide
Free download asset
ERP Selection Framework
Six stage evaluation process
CFO Strategy
Finance as a growth enabler
Operational Transformation
AI in AP, AR and beyond
Calculators & Assessments
AI Readiness Assessment
Sage X3 Cost Calculator
ERP System Healthcheck
Sage Intacct ROI Calculator
Sage Solution Selector
AI Readiness Assessment
Finance Maturity Scorecard
System Friction Assessment
About

Who we are
Our Story
Over 20 years, first Sage X3 partner
Meet the Team
50+ in-house Sage experts
Careers
Join Mysoft
Refer an Organisation to Mysoft
Know any company that might benefit from our services?
Contact us
Start a conversation with our team
Credentials
Sage Tech Partner & Platinum Club
Only UK Tech & Business partner with the highest partner tier badge
Customer Transformation Stories
Measurable outcomes
Community & Giving Back
Supporting local initiatives
Get in Touch
Talk to us about your finance and operations challenge.
We respond within a business day. No obligation, no sales process.
Contact us

Sector

Finance Solution for Charities and Not-for-Profit organisations.

Charities and not-for-profits run on restricted income, grant conditions and reporting obligations that general-purpose accounting systems were never designed to handle. Sage Intacct gives you fund accounting, dimensional reporting and grant tracking as native capabilities, so your finance team can prove accountability and free up time for the mission, not the month-end.

Sage Platinum Club Winner

20+ Years Experience

UK&I + North America

Multi-Award-Winning Partner

REPORTING THAT STANDS UP TO SCRUTINY

Reporting your trustees, funders and auditors can trust.

One source of truth for every fund, grant and project, so the numbers you report are the numbers in the system, not a spreadsheet rebuilt each quarter.

Restricted & unrestricted funds

Track restricted, unrestricted and designated funds separately, with expenditure tagged to the right fund at the point of transaction, automatically, through Sage Intacct’s dimensions, not reallocated after the fact.

Grant Management and Reporting

Manage the full grant lifecycle, from award through to final report, and produce grant-specific statements at any point in the funding period. Funder reporting comes straight from the system.

Fund & project visibility

See income and expenditure by fund, project, scheme and location, not just by account code, using dimensional reporting, with no data warehouse or bespoke report writer required.

Dashboards & real-time insight

Live dashboards for finance teams, budget holders and trustees, refreshed from the ledger in real time, so decisions are made on today’s position, not last month’s.

Statutory & SORP reporting

Charities SORP-compliant statements and Charity Commission reporting produced directly from structured financial data, cutting audit prep time and reducing auditor queries.

Management reporting

Board and trustee packs built once and reused, with variance commentary and consolidated views across a federated or multi-entity structure.

Why Sage Intacct for NFPs and charities

Built for mission-driven finance, not retrofitted onto it.

Sage Intacct pairs a genuinely dimensional accounting model with purpose-built modules for fund and grant management. Dimensions can be configured around your charity’s structure, funds, projects, schemes, and grants, and functionality is designed around restricted-fund and grant reporting from the ground up. You get software shaped to how charities work, without the compromise of a system that only does one thing.

For Charities and NFPs

Fund accounting native to the platform
Grant management and reporting
SORP-compliant financial statements
Charity Commission filing support
Multi-entity for federated structures
Donor and funder portal reporting

For Healthcare Organisations

Service line and site-level reporting
Funded vs. unfunded activity tracking
Contract and SLA financial management
Purchase-to-pay with compliance controls
Integration with clinical and HR systems
CQC and NHS reporting support

on demand demonstration

See our solutions in action.

Book a no-obligation consultative-led demo of our solutions.

AI in NFPs & Charities Finance

Where AI Adds Value in Mission-Driven Finance Functions.

Sage Copilot for charity reporting.

AI-drafted narrative for board and trustee packs, explaining variances, forecasting fund positions and flagging risks before they affect delivery. Less time writing, more time advising.

Grant Compliance Monitoring.

AI monitoring of spend against grant conditions, alerting finance as spending approaches limits or when allocation patterns suggest a compliance risk. Proactive grant management, not year-end surprises.

Purchase Invoice Automation.

Automated invoice capture and approval routing, especially valuable where finance headcount is tight and manual processing creates both delay and control risk.

AI Readiness Assessment

Is your finance infrastructure ready for the next stage of growth?

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.

AI Readiness Assessment

Maturity Score

5 domains · 13 questions

Score

0 / 39

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ERP & Data Foundation

—

Process Maturity

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AI & Tech Readiness

—

Governance & Controls

—

Organisational Readiness

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Find your position on the ladder →

Take the assessment

not-for-profit FINANCE

Why not-for-profit accounting needs more than the basics?

As not-for-profit organisations grow, finance teams face more funds, grants, programmes, reporting demands and stakeholder expectations. Basic accounting tools and manual processes can make it harder to prove accountability, manage restrictions and see where resources are being used. The organisations that stay in control are the ones with systems built for fund visibility, automated reporting and real-time financial insight.

Free Sage E-Book

Six key finance metrics for professional services organisations.

40 essential features of a modern accounting system

No Email Required

NFP & Healthcare

See Sage Intacct in a Mission-Driven Context.

Fund accounting, grant management, and AI-assisted reporting demonstrated in the context of your sector.