Resources

Sage Intacct Professional Services Automation (PSA)

Unlocking Potential

Download the Sage Intacct Professional Services Automation (PSA)

Sage Intacct Professional Services Automation (PSA), powered by Forecast, is an AI-driven platform built to improve the operational and financial performance of professional services teams. It brings resource planning, project execution, and financial visibility into one connected workflow—helping firms forecast demand, prevent delivery risk, and increase project profitability.

Key highlights:

  • AI-powered resource management to optimise utilisation and forecast future demand with more accuracy
  • Smarter project planning & delivery with visibility into tasks, resources, and expenses—so you can replicate what works and reduce uncertainty
  • Capacity management that supports strategic allocation and reduces delays to protect margins
  • AI risk warnings that surface early alerts to help safeguard timelines and budgets
  • Financial transparency for faster decisions on cost control and profit improvement
  • Deep Sage Intacct integration for a seamless, end-to-end workflow across the ecosystem

About The Sponsor

Sentis Managed Solutions is a UK-based IT services provider helping organisations maximise the value of their technology infrastructure. It delivers managed services, cybersecurity, cloud and hosting, and project management, ensuring systems remain secure, resilient, and high-performing. With a proactive, customer-focused approach, Sentis supports smooth operations and confident scalability.

Sessions

Thought Leadership Session

  • Keeping Up To Date On Cyber Security

Breakout Sessions

  • Managed Service Support For Sage Intacct 
  • Project Management Support For Sage X3 

Meet The Team

Neil Homer

Owner & Co Founder

Amy Farrington

Business Development Manager

About The Sponsor

Nectari is a global business intelligence and data management provider that delivers real-time insights for smarter decision-making. Its core solution, Sage Enterprise Intelligence (SEI), is fully integrated across the Sage ecosystem, branded as SEI for Sage X3 and Nectari for Sage Intacct, to enhance reporting, dashboards and analytics within each platform.

Sessions

Thought Leadership Session

  • From Dashboards to Decisions:
    How AI Copilots Are Rewiring Business Intelligence

Breakout Sessions

  • Roundtable Session One:
    AI Copilot In Bi: What’s Working, What’s Not, and What’s Next?

  • Roundtable Session One:
    AI Copilot In Bi: What’s Working, What’s Not, and What’s Next??

Meet The Team

Christopher Nguyen

Business Development Manager

About The Sponsor

Sage is a global software company, supporting organisations worldwide through solutions such as Sage X3 and Sage Intacct, trusted by companies like yours. Mysoft has been a Sage business partner for over 20 years, providing implementation and ongoing support to customers, alongside specialist solutions that extend Sage platforms.

Sessions

Thought Leadership Session

  • Authentic AI In Sage Copilot

Breakout Sessions

  • Sage X3 Roadmap – Martin James – Cowdray Hall
    • Summary of R1 2026 and Sage X3 Roadmap
  • Sage Intacct Roadmap – Sarah Swift Room
    • Summary of R2 2026 and Sage Intacct Roadmap

Meet The Team

Martin James

Global Product Marketing

Rob Walker

Account Manager

Anna Lasko

Tech Partner Manager

About The Sponsor

X3CloudDocs, developed by Mysoft, is a cloud-based document automation suite for Sage X3. Its modules include Purchase Invoice Automation (PIA), Sales Order Automation (SOA), Electronic Document Management (EDM) & Email & Notification Automation (ENA), helping finance and operations teams reduce manual effort, improve accuracy, and gain better control over document-driven processes.

Sessions

General Talk

  • X3CloudDocs R1 Summary and Roadmap.

Breakout Sessions

  • Breakout One:
    • Smarter Alerts, Faster Action: Pre-Configured ENA Workflows
  • Breakout Two:
    • E-Invoicing Is Here: What It Means for X3 Users

Meet The Team

Brian Martin

R&D
Director

Paul Mincer

Product Manager

Archie Stevens

Software Engineer