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Professional Services Accounting Solution

What’s it like to manage financials for an organization that sells services instead of goods?

Complicated. You might need to analyze profitability for multiple entities. You might have contractors all over the world, or customers all over the web. And you may have a small team handling a large amount of diverse tasks. Meanwhile, you must constantly adapt to the needs of your customers and your market. With all of this variety, volume, and change, it’s a relief to have Intacct on your side.

Sage Intacct can help you with:

  • Insights, delivered: With Sage Intacct’s dimensional general ledger and flexible reporting, you can see your business metrics in any way you want.
  • Tailored automation: Sage Intacct’s cloud financial management software can be easily tailored to automate your unique workflows, without requiring expensive customization.
  • Change enablement: Sage Intacct readily adapts to your evolving requirements, so you can automate new workflows, manage new entities, integrate with additional solutions, and more.

Sage Intacct is the best professional accounting software for service businesses, including:

  • Digital Marketing Agencies
  • IT Services
  • Professional Employer Organizations (PEOs)

Project accounting software for service-based businesses

Forget the pain of manual processes and patching together countless Microsoft Excel spreadsheets or QuickBooks instances. With Sage Intacct’s professional services software for automated project accounting, your data flows seamlessly across your business in unified workflows that you can easily customize to your unique business need – and manage projects and profitability. Track project costs, expedite time-and-expense processes, and accelerate project billing. Thanks to prebuilt integration with Salesforce CRM, you can streamline the quote-to-cash cycle – or use our APIs to integrate with a CRM of your choice.

Professional services software to easily manage multiple entities and global consolidations

As companies grow, the complexities of multi-entity management and global consolidation become extremely challenging. With Sage Intacct’s professional accounting software, you can quickly create powerful consolidations to easily manage separate financials for multiple locations and multiple business entities across industry segments, service lines, regions, and countries. Sage Intacct accounting software automates currency conversions, inter-entity transactions, local tax reporting, and more. Eliminate manual effort, the countless spreadsheets, and multiple QuickBooks instances. Close your books faster and bring on the growth.

See your entire business

Sage Intacct’s visual dashboards and flexible reporting give your business unprecedented visibility – from any perspective, top to bottom. Now you can see profit-and-loss by business/service, project, manager, region, customer type, or other dimensions and metrics – all in real time – so you know what to improve or where to invest. Provide secure access to your project teams based on user privileges so they can make smart decisions.

The financial foundation for your small business

Business accounting software doesn’t work in isolation. It needs to integrate with other software, data, and tools for greater efficiency and competitive advantage. From CRM to project and resource management, Sage Intacct offers open integration to best-in-class solutions. You’re always able to select the right software that is best for your business – with the ability to seamlessly integrate with Sage Intacct.

The Sage Intacct advantage

Sage Intacct – the cloud-based professional accounting software firm ranked No. 1 in customer satisfaction – is the only business accounting solution recommended by the AICPA. Maybe that’s why professional services companies like Tandem HR, Cameo Global, Smith Systems, and more rely on Sage Intacct to streamline, automate, and accelerate their business accounting and drive new levels of success.


To find out how JDR can help you gain visibility into your professional services organization visit Sage Intacct or complete the below form and a product expert will contact you soon.