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Webinar

Why Professional Services Firms Choose Sage Intacct

Explore Why Professional Services Firms Choose Sage Intacct For Growth.

Sage Platinum Club Winner

20+ Years Experience

UK + North America

First UK Sage X3 Partner

Jamie Kirby
Business Developement Manager

Jamie Kirby
Business Developement Manager

Access

On-Demand Recording

Duration

30 Minutes

Product Focus

Sage Intacct

Format

Hosted Weblink

Why Watch On Demand?

Practical insight for growing professional services firms.

In this on-demand session, you’ll hear how Sage Intacct supported professional services organisations with:

  • Smarter finance automation
  • Better project and margin visibility
  • Streamlined contract and billing processes
  • Stronger reporting and business insight

1

Spreadsheets hide where margin leaks

Manual time and expense tracking doesn’t just cost hours — it hides which projects and clients actually make money.

2

Generalist finance tools weren't built for projects

Without dimensions, project accounting and automated billing, every report becomes a rebuild and every invoice a risk.

3

You can't scale what you can't see

Adding clients, entities and currencies multiplies complexity — unless the system absorbs it for you.
Key Session Insights

Key insights covered in this session.

  • Why professional services firms choose Sage Intacct over generalist accounting and ERP systems.
  • How automated project accounting connects time, expenses and billing — so invoices are accurate and cash flow improves.
  • How real-time, role-based dashboards give partners, project managers and finance one version of the truth.
  • How multi-entity and multi-currency consolidation works when you operate across regions and service lines.
  • Where AI and PSA (powered by Forecast) help you forecast demand, protect margins and flag delivery risk early.
Run of show

1

The professional services challenge

Why growing firms needed stronger control, visibility and reporting.

2

Why firms chose Sage Intacct

The reasons organisations moved to cloud financial management.

3

Product walkthrough

A look at reporting, automation and project-focused finance.
Who This Is For

Who this session is for?

Written for leaders of project- and client-based businesses — consultancies, agencies, IT services and professional firms — who want to scale without scaling the back office.

CFOs & Finance Directors

Leaders who need real-time visibility into project margin, cash flow and firm-wide performance.

Financial Controllers

Owners of the close who want to automate project billing and cut manual time and expense work.

Operations & delivery leaders

Those accountable for utilisation, resourcing and keeping projects on time and on budget.

Managing partners & founders

Decision-makers weighing the move from generalist tools to purpose-built finance.
Watch the webinar on demand

See why professional services firms choose Sage Intacct

Access the recorded session and discover how professional services firms used Sage Intacct to improve visibility, control and decision-making.

Watch The Webinar Now