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Consult a single source for role-specific reports and dashboards. If you’re driving project delivery, you can inform clients and colleagues about the status of milestones and invoices. If you’re overseeing project accounting, you can share insights on why contract labor costs are changing or how to improve profit margins.
Save time, enhance accuracy, and lower costs. Billing automation helps you generate project invoices in the right format, using the right terms and the right amounts. Sage Intacct Project Accounting also keeps revenue recognition separate from billing and automates the calculations and postings, based on milestones, schedules, or percentage completion.
Keep projects on track and clients happy by using proper workflows for entering time and expenses, and giving your team members online access to them. Keep a close watch on actuals against estimates. And answer client questions about resources or invoices without delay.
Sage Intacct Project Accounting shows the true costs of previous projects, so you can make smarter bids that protect and improve profit margins. It integrates with your CRM system, so you can see what’s in the pipeline, line up the right people and materials, and turn bids into projects without manually re-entering data.
Find out how the Sage Intacct cloud financial management solution streamlines operations and provides real-time insights, boosting productivity and growth.
Set revenue recognition schedules by contract line item.
See a 360-degree managerial view.
Get fast, visual updates on all aspects of your projects.
Gain accurate forecast visibility
Track the entire transaction history to reveal how and why an action was taken.
See operational reports, financial statements, and utilization reports.
Use milestones, schedules, percentage completion, and project completion to drive revenue recognition.
Easily tie into other Sage Intacct products including Time and Expense, Purchasing, and Revenue Management.
Pause, resume, modify, and cancel in-progress revenue recognition schedules with complete flexibility and accuracy.
View financial and operational information by project, customer, or any other business driver—across rows and columns.
Create and view a complete set of KPIs, such as average client profitability and average revenue per service delivery employee.
Easily integrate with external systems including Salesforce and other CRM solutions. Reports designed specifically for services businesses.
Analyze key metrics—including project and client profitability, project delivery costs, and employee utilization.
Get up-to-the-minute financial, managerial, and operational reports as soon as timesheets and expenditures are submitted and view current backlogs, project status, and revenue streams.
See a complete schedule of where your people are— including holiday and out-of-office tracking.
Get the right people for the job.
Get updated project completion status when project time is approved
Use standard rates to plan your resources and bids.
Associate positions, skills, and other criteria with your resources or employees.
Automatically notify managers of pending actions. Or add T&E report approvals to each manager’s dashboard.