Sage Intacct

Cloud Financial Management for Construction. Build a better business with a modern cloud accounting solutions.

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Built for Construction
Real-time visibility and insights
True cloud technology with open API
Recognized by finance experts
AICPA – Gartner – G2 Crowd
The first and only preferred provider of the AICPA.

Take the Pain out of Project Accounting from Start to Finish

Project financials, contracts, and resources can create difficult, detailed work— especially if you have numerous disparate systems. With Sage Intacct Project Accounting, you track and see all your financial and non-financial project data in one place. Start and finish projects on time, stay on top of project costs and revenue, and keep projects productive and profitable.

Sage Intacct dashboards provide visibility into critical metrics that drive your mission—like role-based dashboards, outcome metrics, compliance, and more.

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Intacct from
Sage

Get Better Insights, Give Better Answers

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.

Automate Billing and Revenue Recognition

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.

Stay on Track

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.

Get Projects off to a Great Start

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.

Manage spending with confidence

Sage Intacct Spend Management provides peace of mind by automatically checking spend transactions against budget availability.

Turn your attention to strategic planning and growing your company while you let automation maintain day-to-day control of spending.

Confidently enforce spending limits and hold to budgets in your growing organization—even when transactions come from multiple people across departments.

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Key Benefits

Find out how the Sage Intacct cloud financial management solution streamlines operations and provides real-time insights, boosting productivity and growth.

Flexible schedules

Set revenue recognition schedules by contract line item.

Complete project-to-cash lifecycle

See a 360-degree managerial view.

Role-based dashboards and reports

Get fast, visual updates on all aspects of your projects.

Automatic AR and deferred revenue calculation

Gain accurate forecast visibility

Audit ready

Track the entire transaction history to reveal how and why an action was taken.

Custom and ad hoc reporting wizard

See operational reports, financial statements, and utilization reports.

Automated revenue recognition

Use milestones, schedules, percentage completion, and project completion to drive revenue recognition.

Integration

Easily tie into other Sage Intacct products including Time and Expense, Purchasing, and Revenue Management.

Support for contract modification

Pause, resume, modify, and cancel in-progress revenue recognition schedules with complete flexibility and accuracy.

Matrix reporting

View financial and operational information by project, customer, or any other business driver—across rows and columns.

KPI reporting

Create and view a complete set of KPIs, such as average client profitability and average revenue per service delivery employee.

Business system integration

Easily integrate with external systems including Salesforce and other CRM solutions. Reports designed specifically for services businesses.

Standard reports and graphs

Analyze key metrics—including project and client profitability, project delivery costs, and employee utilization.

Real-time data

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.

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True cloud technology with open API

As an innovator in the cloud space, Sage Intacct Construction has honed a true cloud model. Sage Intacct Construction was built to deliver multi-tenant financial management, on a platform purpose-built for finance.

This allows all users to be on the same version, without complicated and expensive upgrades. Our open API enables a connection to existing or future systems. This means you can leverage key data from the field, payroll, budgeting, customer relationship management solutions, and others to track metrics that are critical to your organization’s financial and operational success.

Built for construction

As your organization grows, manual processes drain your productivity and it’s difficult to analyze your growing range of data. If you’re managing multiple jobs, increased workload demands, and new contract requirements, we’ve built our construction financial management solution with you in mind.

Sage Intacct customers have experienced efficiency gains up to 75% and find they have more time to dedicate to strategic decision making. We provide intuitive construction accounting with a dimensional general ledger, accounts payable automation, comprehensive job tracking and billing, automated revenue recognition, easy-to-use reporting and dashboards, and a rock-solid audit trail.

Real-time visibility and insights

Construction company leaders need visibility into financial and operational metrics to make timely, data-driven decisions about jobs, staffing, subcontractors, and more. Sage Intacct’s real-time reporting allows you to measure performance for financial, operational, and outcome metrics.

Every transaction in the system is tagged with dimensions, so finance teams can sort, view, filter, and report on the specific information they need. Using dimensional insight, some of our customers have increased project profitability by up to 25%.

Graphical resource management

See a complete schedule of where your people are— including holiday and out-of-office tracking.

Multi-element resource search and assignment

Get the right people for the job.

Automatic notification

Get updated project completion status when project time is approved

Placeholder resources

Use standard rates to plan your resources and bids.

Talent tracking

Associate positions, skills, and other criteria with your resources or employees.

Configurable routing rules

Automatically notify managers of pending actions. Or add T&E report approvals to each manager’s dashboard.

Gartner’s Highest Scored

Sage Intacct received the highest score in Core Financials for the Lower Midsize Enterprises Use Case in Gartner’s Critical Capabilities Report in May 2019.

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Contact Techware

We Look Forward to the opportunity to serve you.

952-491-4665

Customer Service

Techware Sage Resellers and Consultants

17850 Kenwood Trail, Suite 216
Lakeville, MN 55044

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