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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.

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  • We will be in touch to arrange your demo within a business day
  • See the product in action
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.

  • 8-minute online assessment
  • Benchmarked against your sector
  • Personalised recommendations report
  • Response within one business day
Take the Readiness Assessment
AI Readiness Assessment
Maturity Score
5 domains · 13 questions
Score
0 / 39
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ERP & Data Foundation
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Process Maturity
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AI & Tech Readiness
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Governance & Controls
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Organisational Readiness
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Find your position on the ladder →
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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.

  • Fund and grant tracking
  • Donor and programme visibility
  • Restricted fund reporting
  • Automated financial workflows
  • Real-time dashboards
  • Cloud access and integrations

Free Sage E-Book

Six key finance metrics for professional services organisations.

40 essential features of a modern accounting system

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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.

Book a Sector Demo
Take the Readiness Assessment