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Sage Intacct

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Financial Management for Sage Intacct

Financial Management Module

Collection Notes

Built on the Intactt Platform, this application sends automated notifications to customers regarding orders and invoices.

  • Automatically generate emails based on the number of days outstanding.
  • Customizable email templates.
  • Schedule notifications.
  • Add manual collection notes.
  • View collection activities from the customer record.
  • Manage large volumes of open invoices.

Key Benefits

  • Streamline cash collection process.
  • Reduce Accounts Receivable Balances.
  • Reduce Operating Costs.
  • Improve visibility (Cash collection activities managed in one central place).

Financial Management

Sage Intactt is a leading provider of cloud financial management and accounting software, delivering all the functionality your company needs, at a fraction of the cost and risk of traditional accounting software. Named by the AICPA as its preferred provider of financial applications, Sage Intactt helps companies of all sizes improve access to real-time information, optimize business processes and strengthen financial controls.

  • Financial Management
  • Contract Management
  • Revenue Recognition
  • Inventory Management
  • Purchasing and Vendor Management
  • Financial Consolidation
  • Financial Reporting


Manage complex global operations in real time.

  • Manage complex, multi-entity or multinational operations in real time.
  • Automate and control global accounting consolidation and close processes, while improving visibility with real-time intelligence to drive better business decision making.
  • Enable your company to expand rapidly into both local and international markets.
  • Manage complex financial processes with ease by supporting the structure that best represents your business, including minority and partial ownership.Easily represent fractional ownership when consolidating global financials.

Empower your finance team with the tools they need to more effectively automate and control the global accounting consolidation and close processes. Improve financial visibility with real-time intelligence across entities to drive better business decision-making. Sage Intactt Global Consolidations provides all the functionality a company needs to manage complex, multi-entity or multinational operations, in real time.

Project Accounting

Connect services delivery with finance for efficient and profitable business management.

  • Streamline and automate the capture of all billable and non-billable time and expenses.
  • Reduce revenue leakage, maximize billable hours, gain control over current project costs and margins, and forecast more accurately for future projects.
  • Speed UP and maximize cash collection and revenue recognition for improved cash flow.
  • Proactively manage project revenue, costs, and margins for improved profitability.
  • Gain real time visibility into backlogs, and their impact on recognized and deferred revenue.
  • Ensure that bids reflect the true cost of implementation and include adequate margins.
  • Gain insight into project and customer profitability.

Sage Intactt Project Accounting software provides comprehensive capabilities to unify, automate, and streamline the financial and operational processes throughout the services delivery lifecycle. Combine Sage Intactt Project Accounting software with our best-in-class cloud-based financial management and accounting applications to maximize performance and profitability, provide better service to clients, and boost financial visibility for better real-time decision making throughout the project-to-cash lifecycle.

Revenue Recognition

Boost finance productivity, streamline billing processes, cut closing processes, fortify audit trails, and lower the cost of compliance.

  • Automate end-to-end revenue recognition, billing, and renewal processes, whatever the complexity of your revenue model.
  • Manage increasingly complex revenue recognition guidelines, including SOP 97 – 2, 98 – 9, 81 – 1, EITF 00 – 21, 08 – 01, and 09 – 03.
  • Eliminate the need for manually intensive, error prone spreadsheets to manage revenue recognition processes.
  • Reduce days sales outstanding (DSO) by up to 25%.
  • Increase renewal revenues by 25% to 30%.
  • Gain anytime, anywhere access to all your financials including deferred revenue, renewal revenue and revenue recognition reports and graphs.

Manage subscription and contract based financial relationships more effectively with Sage Intacct Revenue Management software. Automate billing, revenue recognition, forecasting, and renewals to improve the effectiveness of your finance organization and to lower your cost of compliance.

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