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Integrate Sage Intacct and Creatio
Instantly create Sage Intacct customers and suppliers, synchronise data, including products and pricing, create orders between Creatio and Intacct, and sync orders bidirectionally.
Deliver Exceptional Customer Service
There is no better example of a department where the right technology and approach can transform a cost to the business into a potential profit centre than in customer service!
Provide high-quality customer care, maintain satisfied customers and make every customer interaction more informative, effective, and profitable!
The intuitive Sage CRMinteractive dashboard allows customer service users to easily view real time customer information and resolve their issues effortlessly by employing the escalation features of Sage CRM.
Deliver Fast, efficient Customer Service Resolve Customer Issues efficiently Empower your Customers Ensure Issues are Escalated
Record customer queries/incidents Access immediately a Central Bank of Information Report, Monitor and Measure your team's Performance
Sage CRM lets your customers help themselves by providing them with web access to their own ‘customer portals’, which can be accessed at their convenience 24/7.
What is Sage 200 for Manufacturing?
Sage 200 is the Enterprise Resource Planning software designated for businesses with 50-50,000 employees to manage a wide range of business processes.
Sage 200 Professional includes all of the capabilities of Sage 200 Standard, along with additional configurable, supercharged features designed for manufacturing, service industries, and organisations that need to handle customers more effectively.
Sage 200 is simple to install and adapt, providing the option and flexibility to meet the needs of your business as it changes and grows. It is customisable and extendable, including ISV solutions like Sicon Manufacturing and Qmulus CRM integration.
What is Creatio?
Creatio is a global software company providing a leading low-code platform for process management and CRM.
Its intelligent products accelerate mid-size and large enterprises' sales, marketing, service and operations.
Together with hundreds of partners, Creatio operates in 110 countries worldwide.
Recognised by Industry Analysts
Socio-demographic data
Obtain a complete view of your customers. Store various information about your customer that include industry, company size, geography, noteworthy events, contacts’ career history, and many more in Marketing Creatio. Get to know your customers better, understand their preferences and build efficient personalised communications.
Watch Marketing Creatio video Overview
Understanding customer needs and preferences
Keep track of the changing customer needs and match them with the appropriate product or service. Manage the evolution of your customers’ preferences by offering them products and services that might interest them in the future. The system allows tracking changes in customer preferences and creating new ones.
History of customers’ events
Use Marketing Creatio to track customers’ preferences and their buying behaviour: website browsing, history of quotes and orders, etc. Search and segment your database in many ways and increase the chances of transforming prospects into customers by building personalised communication strategies.
Intelligent data enrichment
Manage your CRM data faster and with minimal effort by leveraging automatic intelligent data enrichment. Creatio’s CRM data scientist will swiftly identify email addresses, phone numbers, social media profiles and other valuable information about a company from open sources. With this intelligent tool, Creatio users get the most complete and up-to-date customer data with no additional effort.
Profile accuracy
Manage the information completeness about your customers and their needs. Creatio enables you to add weights to each parameter in a customer profile and conveniently visualise the data.
Data cleansing and merge duplicates
Keep your customer database up-to-date and accurate. Easily import lists of leads, contact data or any other information from Excel files with just a few clicks. The system provides all the necessary tools for data cleansing and duplicate merging.
Customer database analytics
Analyse the structure of your customer database adjusting and setting new and different parameters while consistently tracking all new leads. Using analytics tools, you can also evaluate the overall coverage of existing and potential customers within the database.
Synchronisation and Integration
With Creatio Sales, you can import/export data from MS Excel, synchronise processes between MS Exchange, integrate with PBX, cloud telephony services, Google Accounts and mail via IMAP / SMTP solution. All in one! Watch Sales Creatio overview
Data Import from/to Excel
Employ a built-in utility for data import from / to Excel to quickly import or export your accounts and contacts data, list of users, product catalogue, documents and invoices, etc.
MS Exchange integration
Enjoy seamless integration with Microsoft Exchange to simplify the processes of synchronizing email, contacts, and tasks. You can adjust synchronization frequency (daily, hourly or more frequent) and always have all the relevant data on hand.
Mail integration via IMAP/SMTP
Keep the entire history of electronic communications with the client in Sales Creatio, regardless of the mail provider. Send and receive email without leaving the application.
PBX Integration and Cloud Telephony Services
Make and receive calls directly from the Creatio system. Integration with virtual or standard IP PBX systems, support of SIP-numbers of any provider, possibility to connect an unlimited number of external lines allow for making all necessary calls directly from the system.
Google Integrations
Synchronise emails, calendars and contacts with your Google account. Two-way integration allows you not to switch between applications to send email or manage your calendar.
Field Force Management
Manage your field force using a single window in Sales Creatio. Create a schedule of visits for each representative. View locations on the map, and monitor the actual visits by geo-tags from field sales rep check-ins in each location. Leverage the data to analyse the efficiency of the department.
Mobile Orders
Easily manage all contracts, related specifications and additional agreements using Sales Creatio. Attach electronic versions and photo copies of contracts, keep track of contracts details and history of amendments. From the given order the system allows you to quickly create several contracts for different accounts, copying all the parameters from the same order. Receive orders from a mobile device instantly during a meeting. The system will help to monitor SKUs and to quickly suggest the best product based on the order history.
Field Sales Rules
Set the rules for working “in the fields” with different categories of customers. The system can promptly hint at the appropriate actions at each step of your visit to the customer: check-in, goods display monitoring, demo, product selection or placing an order. Each field sales representative can place the results on record in the system immediately after the meeting.
Business Process Management
Creatio provides a complete set business process management tools to effectively manage modelling, execution, monitoring and analysis processes.
DCM processes
Dynamic Case Management (DCM) will enable you to more flexibly manage unstructured, “untamed” processes. DCM offers adaptable, context-based patterns that enable users to dynamically select the best path and set of activities to achieve more successful, optimized outcomes.
Thanks to user-friendly Case Designer that is powered by drag-n-drop tools, users can effortlessly add and manage process stages and activities to have the process up and running in just a few minutes!
Watch a quick overview video
Structured BPMN processes
Model the processes flow using preconfigured elements for creating activities (tasks, calls, and emails), working with pages, processing data, and invoking external services.
A simple interface along with built-in tools for elements search and validation will help to quickly build a process model in BPMN as well as fine-tune it based on process execution analytics.
Out-of-the box sales processes
Take advantage of industry best practices to improve team performance.
Out-of-the-box processes in Sales Creatio will help you to meet and exceed sales quotas, simplify your daily routine and increase customer loyalty – just follow clear guidelines for each step of the process.
Process Library
Automate any internal processes – from document approval to complex projects involving multiple teams.
Employ out-of-the-box reference processes, modify them or create new ones to fit the unique needs of your business.
Process monitoring and analytics
Keep track of any process execution metrics (duration, average execution time, maximum and minimum values, etc.) using different variables (owners, branches, product lines, etc.).
Visualise process data using custom dashboards, and identify and eliminate bottlenecks in your processes with the help of an easy-to-use process log.
Sales forecasting based on the variable criteria
Make sure your goals are achieved with Sales Creatio forecasting tools. You can easily plan sales volumes by managers, accounts or industries. Compare indicators across periods and apply smart filtering tools to get the information you need within a matter of seconds.
Analyse progress to meet and exceed sales quota
Evaluate the probability of meeting sales quotas using the plan vs. actual analysis tools in Creatio. When calculating results the system takes into account both, the amount of closed deals and the amount of opportunities in the pipeline with their probabilities of closure.
With the help of Sales Creatio, managers can easily analyse sales reps efficiency and make the process of reaching sales goals transparent and clear.
Make the most of every sales opportunity!
Automated workflow and pipeline management enable sales opportunities to be progressed quickly and efficiently, while data is effectively shared with and accessed by anyone that needs it.Providing an end-to-end view of every opportunity from within one, easy to use screen, Sage CRM means an end to chasing around for information.Sage CRM gives full visibility of what is happening with every prospect and customer, simplifies forecasting and strengthens pipeline management.Integration with leading Sage ERP systems gives sales staff access to both financial and non-financial customer data, for a complete 360-degree view of the customer across front- and back-office departments.
With Sage CRM Sales Force Automation, real-time sales opportunity analysis is provided instantly. Sage CRM provides a snapshot of all opportunities within the sales pipeline, allowing sales teams to effectively analyse and manage deals at every stage.
Sage CRM Benefits for Marketing Teams
Sage CRM provides powerful tools for managing, tracking and analysing targeted marketing campaigns!
Highly graphical reports and charts can be displayed on the dashboard for quick reference enabling users to analyse data in real-time.
Create, track and manage dynamic marketing campaigns that really deliver
Plan and track activities, tasks, budgets and details for each marketing activity
Produces highly targeted customer communications improving response rates
Enables real-time marketing performance analysis and pinpoint budget management
Fully customisable marketing workflow out-of the-box for rapid campaign execution
Comes with Sage E-marketing for Sage CRM with pre-designed email templates that cover all communication needs
Tracks all e-marketing email interactions including open, click and bounce rates automatically through Sage CRM
Maximises customer communications and interactions through integrated social media channels
Great user experience on any Browser with cross-browser compatibility
Sage CRM Benefits for Customer Care
Sage CRM allows you to put service excellence at the heart of your business.
Sage CRM gives your customer service staff the tools they need to develop real, lasting and beneficial relationships with customers.
Manage your customer accounts with insight and collaboration
Respond to customer cases quickly reducing response times to customer service requests
Enable agents to quickly and accurately find the right answer the first time
Enables customer satisfaction measurement and benchmarking
Increases productivity of customer support representatives
Provides self-service facility to customers around common issues
Enables customer issues to be tracked and responded to, regardless of who answers the phone or receives the e-mail
Monitors service performance against service level agreements
Reduces customer support costs and cost of customer retention
Decreases the number of customer complaints received and increases customer retention
Enables benchmarking/score carding of customer service operations on an ongoing basis
Delivers a single view of relevant and comprehensive information on the interactive dashboard
Plan, execute and measure your Campaigns!
The more highly targeted your campaigns are, the more successful they will be!
Sage CRM makes it easier to deliver targeted campaigns by providing your marketing team with detailed information drawn from across your business.
Whether using your own campaign lists or imported mail house lists, executing campaigns has never been easier!
Total Campaign Management
Lead Management
List Management and Segmentation
Sage E-marketing for Sage CRM*
Keep in touch with customers with social CRM
The Interactive Dashboard
Reporting and Analysis
Sage ERP Integration
What is Eque2 Construct solution?
Is your Project making a profit? Are you over-spending?
The Eque2 Construction product allows you to seamlessly link your Sage 50 or Sage 200 system with a powerful construction-based Project Costing and Management system.
Create and email Sales Valuations / Applications and Invoices
Analyse your profit/budget and committed costs by client/project manager/project
Extract data directly from Eque2 Construct into a number of powerful Excel pivot tables and dashboards for further analysis
Post-sales and purchase transactions into your Sage accounts system simply by pressing one button
Integrate Sage payroll with your timesheets for labour and post into your projects
In-depth and detailed cost analysis against a project or phases/sections in a project
Check to spend against budgets
Raise Purchase orders for suppliers and sub-contractors
Record Delivery of materials on-site
Record Purchase Invoices against deliveries and purchase orders
Submit your CIS returns to HMRC
Verify new sub-contractors on-line
Control and report on both Sales and Sub Contractor Retentions
Sage CRM Benefits for Sales Teams
Gain full visibility of what is happening with every prospect and customer
Maximise the value of each and every sales opportunity in yourpipeline
Create accurate Quotes and Orders in a couple of clicks
Manage collaboration and team selling across your department with ease
Eliminate guesswork; make decisions based on accurate, realtime information
Empower your team and boost productivity with a single view of leads, opportunities, tasks and activities
Enables quarterly sales performance monitoring improves consistency across the sales organisation
Maximises cross- and up-sell opportunities
Great user experience on any Browser with cross-browser compatibility
Leverages financial information from the backoffice system
Reduces time spent in the office on sales administration (more time on sales calls)
Enable sales teams to work effectively regardless of their location with Sage CRM mobile solutions
Effective team collaboration on opportunities and leads with Business Collaboration powered by Yammer
What is Sage CRM?
Sage CRM is used by over 15,000 organisations in 70 countries worldwide to manage their critical sales, marketing and customer service activities everyday.
Award-winning Sage CRM equips businesses with the tools they need to find new customers, close sales faster and build lasting, more profitable relationships across all channels.
Regardless of how, when or where customers, partners and prospects choose to interact with your business, Sage CRM provides a decisive advantage by delivering a comprehensive, easy-to-use system to successfully manage these relationships.
One of the biggest benefits most realise when deploying CRM, comes from having all your business data accessed from a single location. Before CRM systems, customer data was spread out over office productivity suite documents, email, mobile phones and even paper notes!
Storing all your critical data from all departments in a central location gives staff immediate access to the most recent information as and when they need it.
Many aspects of CRM relies heavily on technology; however the strategies and processes of a good CRM system will collect, manage and link information about the customer with the goal of letting you market and sell services effectively.
What is Sage 200?
Sage 200 is the Enterprise Resource Planning software designated for businesses with 50-50,000 employees to manage a wide range of business processes. What is the difference between Sage 200 and Sage 50?
Sage 200 software helps you manage your finances, customers and business insight in one solution. It's designed to help you share data easily, work smarter and ensure your whole business works together efficiently as well as delivering real cost benefits to your business.
ERP solutions don't just help the back office. Sage 200 solutions, for example, integrate with CRM as well as mobile sales and service solutions to improve customer service across the organisation.
Qmulus offer a number other products that help you provide better customer service and insights throughout your organisation!
Add or remove modules
and scale the number of users up or down to match the flexibility of your business.
How much will it cost me?
Choose Marketing Creatio to streamline engagements across the entire customer journey
Remove
unnecessary branding
How does it work?
Don’t want to let the cat out of the bag? You can now remove our branding from Lead Gen Form and stop your competition from stealing your marketing tricks! Try 14 Days FREE
Personalise your
website messaging
How does it work?
Create unique content for each new lead coming to your website!
Don’t say the same thing twice! Use Leadinfo’s Liquid Content Feature to create and personalise the journey of each B2B lead that visits your website!
Discover how leads are browsing your website
We don’t just give you an overview of each website visitor, with Leadinfo you can also see each lead’s detailed browsing activity. Meaning you can spot users showing buying intent from a mile away!
Integrate Leadinfo with your Software!
Effortlessly integrate Leadinfo with the software that your organisation already uses! Leadinfo’s extensive company information automatically enriches the company profile for your better insight!
Ads
All Integrations
Automation
Communications
CRM
Identify anonymous
B2B website visitors
How does it work?
By linking a visitor’s IP address to Leadinfo's unique database, the software can provide you with an overview of each user from where they work to their navigation patterns.
Stay agile with innovative features
that are ready for anything
Innovation is in our DNA and industry analysts have named Sage Intacct as a Visionary and a Leader. We deliver four major releases each year with an average of 50 new features per release for our customers. Some of our industry firsts include :
✓ Salesforce partner
✓ GuideStar board book
✓ Dynamic allocations
✓ Multi-entity consolidation in minutes, not hour
Keep your organisation agile
with an open, configurable, cloud accounting solution that lets you easily share data and connect multiple solutions, including Salesforce).
Your entire organisation can leverage intuitive systems that your teams around the world can learn and navigate efficiently. The Sage Intacct cloud-based platform handles :
✓ 100 million application requests per day
✓ One billion API calls per month
✓ Over 50 billion financial records
Accounts Payable
Cut your accounts payable processing time by 65% or more annually. Get real-time visibility with 24/7 access from any device!
Point-and-click controls
Real-time access to AP transactions and data
Predefined defaults
Minimise data re-entry
get broader insight across all financial functions
Seamless integration with Sage Intacct Cash Management, Inventory and Purchasing.
Reports on vendors, ageing, or payments
There’s no time
like real-time for accounts payable
With Sage Intacct accounts payable software, you can track and view payments, approvals, and reports—anytime, anywhere. See your accounts payable liabilities and vendor-ageing reports, and bill and check register reports across your business in real-time.
Automate accounts payable
and save thousands of hours
With Sage Intacct’s accounts payable management software, your business saves thousands of hours—and hundreds of thousands of pounds—by automating manual accounts payable processes and eliminating inefficient workflows. Just point and click to configure approvals processes that work for your organisation. 
Accounts Receivable
Sage Intacct is accounts receivable management software that makes your team more efficient, so you get paid faster. Automate your processes, email your invoices, and offer more payment options. Generate recurring invoices for easy subscription management, attach customer documents to transactions for better recordkeeping, and more.
Internal Costs
Achieve healthier cash flows by shortening invoice and payment cyclesMake collections painless with automated dunning and collection notices
Gain real-time visibility into customer histories, ageing balances, and more with configurable dashboards and reportsEasily integrate with order management processes
A smarter accounts receivable collections process
Sage Intacct Collections reduces costs and improves cash flow by letting you efficiently manage customer communications with structured, automated processes. You can send customers configurable reminders, assign owners to collection cases to ensure accountability, and centrally record all activity.
Stay connected with seamless integration
Sage Intacct cloud-based accounts receivable software integrates with the rest of the business systems—including your CRM solution—to give you a single view of quotes, sales orders, and invoices. It automatically posts order transactions to your general ledger and AR ledger to streamline billing and accounting. In addition, it also offers up-to-date, accurate sales tax calculations.
Complete accounts receivable visibility
Sage Intacct cloud-based accounts receivable software integrates with the rest of the business systems—including your CRM solution—to give you a single view of quotes, sales orders, and invoices. It automatically posts order transactions to your general ledger and AR ledger to streamline billing and accounting. In addition, it also offers up-to-date, accurate sales tax calculations.
We put you in control
Sage Intacct's accounts receivable solutions let you create automated, configurable processes to enhance internal controls. You define the approvals to align with the way you operate, so you have complete visibility into the entire AR process.
Cash Management
Track multiple accounts with real-time visibility and easy reconciliations.
Internal Controls
Improve visibility into your entire cash management pictureIncrease control by automating complex cash-management processesSave hours by streamlining processing
Day-to-day cash activities in real-time
Sage Intacct cash management solutions offer the flexibility to meet your daily needs. Apply payments to accounts not tied to an invoice or record POS payments not applied to a single customer. Quickly print checks or use the bill-focused payment cycle. With Sage Intacct, you can transfer funds across accounts to locations and entities right when you need them.
Cash management software for improved cash flow
True cash management gives you a complete picture of your cash footprint and working capital. Where is your business's cash coming from? Where is it going? Sage Intacct cash management software shows a complete picture of your cash position.
Manage bank accounts across all your locations
Sage Intacct cash management software shows you all payments and transactions across all checking and savings accounts and credit cards across locations and entities. You see it all in real-time, so you’re always in control of cash.
Cash management software provides automated bank reconciliations
For easier cash management, import statements from your financial institutions and automatically reconcile your checking, savings, and credit card accounts in just minutes. Spot exceptions, manage bank errors, monitor for fraud, and maintain accurate cash balances.
General Ledger Accounting Software
Multi-entity, multi-dimensional financial visibility – pure power at the heart of your financial management platform.
Automation and Productivity
Increase visibility with highly flexible financial and business reporting and track performance by multiple financial accounting standards.
Grow without limits with easy multi-currency and multi-entity management.
Through a no-coding interface, you can easily manage user configurations and tailor GL workflows to automate your unique processes and workflows – without the expensive customisations.
Increase efficiency at month-end by closing the sub-ledgers that are ready while leaving others open as needed.
General ledger and financial management platform unlike any other
Unlike basic business ledgers and GL software, Sage Intacct's powerful and innovative general ledger and financial management platform uniquely provide the extensive visibility, scalability, and flexibility you need to thrive without limitations. It's the ideal GL accounting foundation for smarter, flexible financial management.
Multi-dimensional general ledger visibility 24/7
Sage Intacct general ledger software shows you reports and dashboards across any combination of drivers and metrics. With dimension values – pre-built, user-defined, or required – you capture the unique business context of transactions, operational measures, and budgets and see the most relevant real-time views of business performance.
Multiple entity and multiple currency consolidations made easy
Sage Intacct general ledger and financial management platform make it easy to manage complex financials for multiple entities – domestically or globally. Consolidate financials with the push of a button, automate currency conversions, and get consolidated financial statements without waiting for month-end.
Robust multi-book functionality
Sage Intacct's general ledger software lets you see the difference between financial accounting statements in U.S. GAAP and IFRS, and on a cash basis – side by side. User-defined books let you easily report on a tax basis or on any country-specific or industry-specific standard.
Fast and powerful multi-ledger performance
Close your books in stages for a more efficient period end. Sage Intacct GL financial management lets you close subsidiary ledgers independently. Meanwhile, you continue to operate business-as-usual during the close period by closing one ledger while other ledgers are still processing transactions.
Order Management Software
Achieve 25% faster quote-to-cash cycles.
Automation and productivity
Reduce costs by automating more steps in the order management cycle across sales channels.
Improve customer satisfaction by getting sales and finance on the same page.
Increase profits by seeing and leveraging the true drivers of business performance.
Automate the Order Management Cycle
Streamlining even for the most complex quote-to-cash processes, cloud-based Sage Intacct order management software is sophisticated enough to handle higher order volumes, order processing complexity, inventory challenges, and pricing structures. The result? An order-management system that saves time, improves accuracy and increases profitability.
Integrated Salesforce Management
Thanks to easy, pre-integrated Salesforce CRM connectors, you can manage the Salesforce quote-to-order cycle by enabling sales and finance to share pricing, order status, and other information and generate orders without duplicate data entry. And a prebuilt integration with Avalara automatically calculates the right sales tax for any order in any jurisdiction across all sales channels.
Order Management Workflows your way
Sage Intacct software removes the manual work from multi-channel order management and conforms to your unique workflow and pricing requirements. Simply input orders when they come in – and never enter them again. Data automatically flows to order fulfilment, billing, revenue accounting, and all the other places you need.
Purchase Order Software
Cut invoice-to-payment time 50% and eliminate hundreds of hours of tedious transactional data entry.
A Streamlined Procurement Cycle
Use Sage Intacct Purchasing to create structured, predefined transaction and purchase approval workflows that increase purchasing speed, accuracy, and efficiency. At the same time, Sage Intacct’s comprehensive suite of dashboards and reporting tools lets you monitor budget vs actuals, analyse costs, and gain visibility into your entire procure-to-pay cycle. That’s purchase order software, perfected.
Sage Intacct puts you in control
Take complete control of your entire procure-to-pay process. With Sage Intacct purchase order software, you leverage best-practice templates that enforce and control your careful, thoughtful processes for purchase requisitions, quotes, orders, returns, and more. Set spending limits to maintain budget compliance with spend management. And you can use tailored workflows and approval processes for purchase order management to ensure everyone adheres to your organisation’s unique requirements.
Faster, Smarter Purchasing
Sage Intacct’s cloud-based purchase order software automates your unique workflows and accelerates purchase requisitions, purchase orders, and approvals. The Sage Intacct purchase order system connects with accounts payable, cash management, and inventory, so you don’t enter the same information twice. And you can drag-and-drop files for simpler recordkeeping and instant access to supporting documents.
See the entire Purchase Management Process
Sage Intacct purchase order management software gives your team easy access to critical information. You’ll see customisable, role-based purchasing dashboards, so you can quickly track budget performance, compare purchase quotes, see price breaks, and more. With real-time information at a glance, Sage Intacct purchasing software lets your team focus on making the right purchase decisions.
Use Sage Intacct Purchasing to create structured, predefined transaction and approval workflows that improve efficiencies.
Sage Intacct Collaborate
Collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.
Stronger Teamwork
Communicate faster and smarter to strengthen teamwork, expedite processes, and improve decision making.
Stay on top of open issues
Stay informed with one-click access to all related messages and the ability to leave notes, and have conversations, right inside Sage Intacct.
Contract and Subscription Billing
Tailor pricing and billing schedules to fit your business.
Automation and Productivity
Real-time access to AP transactions and data
Streamline contract and subscription billing lifecycles
Automate a variety of Pricing and Billing Models
Sage Intacct contract and subscription billing eliminate labour-intensive manual calculations with built-in tiered pricing and usage-based billing. Save time and drive revenue with models that match the sophistication of your business. From billing across regular periods to non-linear billing such as milestones, Sage Intacct lets you adapt pricing and billing – all with constant visibility with complete reporting.
Integrate Billing with Automated Revenue Recognition
Regardless of your billing model, Sage Intacct billing software can meet all of your compliance needs for revenue recognition. When you tie billing and revenue recognition together through the contract, you can automatically recognise revenue as performance obligations are met.
Project Costing and Billing
Simplified project billing brings new levels of efficiency to transform how your professional services firm bills projects.
Automation and Productivity
Easily and quickly handle
Project Costing and Billing Complexities
Project-based companies in engineering, consulting, and other professional services face a more diverse mix of clients and projects – and that leads to increasing complexities. You want to bid smarter based on historical profitability.
Meanwhile, clients want different billing terms and invoice formats/data. That’s where Sage Intacct shines, with a comprehensive project-billing solution to streamline and simplify this critical process.
Cost Projects More Accurately
Your professional services firm needs a project costing and financial management platform to match the way you work. Whether you just need to track expenses by projects, identify unbilled research and development costs, or run billable services projects for clients, Sage Intacct project costing and billing software has the answers you need.
We show you the true financial impact of past projects, so you can make smarter project bids. By tying into your CRM system, Sage Intacct shows you what’s in the pipeline, so you line up the right people and materials and turn bids into projects without manual data re-entry.
Faster Invoicing and Billing for Improved Cash Flow
With Sage Intacct project costing and billing software, you can combine different billing terms on a single project or multiple projects and deliver a consolidated invoice. You can base invoices on time and materials, fixed fees and milestones, or percentage completion.
Apply any custom invoice templates based on a specific project for each customer and configure invoices to individual client formatting specifications. With Sage Intacct, you save money and time while improving cash flow.
Reduce Revenue Lekeage
Sage Intacct project costing and billing software cuts revenue leakage through an integrated process spanning sales, finance, and operations.
Personalised dashboards give you real-time visibility into budget versus actuals, billed versus unbilled expenses, and billable hours versus unbillable hours. You can even track change orders and not-to-exceed amount triggers so you can carefully manage the project and adjust plans as needed.
Automated Revenue Recognition
You need flexible billing terms to win and keep clients, but that can also make it difficult to comply with rules and controls and meet stringent compliance requirements.
Sage Intacct uses the same data for automated billing and revenue recognition. However, an automated billing schedule is separate from an automated revenue-recognition schedule, so you can do what’s right for your customers – and stay compliant.
Multi-entity and Multi-currency Global Consolidations
Consolidate hundreds of entities in minutes, not days – boost productivity by more than 50%
Automation and Productivity
Bring it All Together
If your multi-location organisation faces complexities – decentralised payables, inter-entity transactions, multiple currencies, global consolidations – you’re ready for Sage Intacct. Our financial management platform for multiple entities automates financial consolidation activities including currency conversions, inter-entity transactions, local tax reporting, and more, eliminating manual efforts so you can close the books faster and focus on growing your organisation fast.
Multiple Entity Consolidations
At the push of a button, get granular visibility with eliminations and currency impacts recorded as journal entries, and easily make post-consolidation adjustments. Automate intercompany eliminations at the point of consolidation, and consolidate complex ownership structures such as minority and partial ownerships. With Sage Intacct, you can close the books faster and view interim summary figures at any time – your financial statements are ready when you are.
Financial and Project Management
See all your time, expense, and project-based accounting data—financial and non-financial—in one place.
Grab a free coffee on us and take a break with Sage Intacct
Automation and Productivity
Project Financial Management
Sage Intacct project financial management automates the project accounting processes your business needs. We show you the costs, time, and expenses and help you manage resources, billing – even revenue recognition. Generate deep insights from financial reporting that keep individual projects on track and your overall business growing profitably.
Project Accounting
Sage Intacct's financial management platform automates project management, time-tracking, full-featured costing and resource management, project billing, and revenue recognition. Track expenses by projects, identify unbilled research and development costs or run billable services projects for clients.
Revenue Recognition Software
Intelligent, Automated and Compliant Revenue Recognition.
Grab a free coffee on us and take a break with Sage Intacct
Automation and Recognition
Deliver relevant insights to all Stakeholders
Customised dashboards and reports give you deep, actionable views into revenue value and profitability by contract, products, divisions, and more. Sage Intacct shows you every stage of the revenue lifecycle: order, fulfilment of performance obligations, revenue recognition, billing, and collection – so you’re ready with quick answers for customers and colleagues.
Automate day-to-day Revenue Recognition Tasks
and regulatory compliance
Sage Intacct removes the complexity, time, and frustration associated with revenue recognition. We help you simplify revenue management by flexibly configuring expense amortisation to match or differ from your revenue recognition terms.
Align Revenue Recognition with Expense Allocations
Templates and schedules in Sage Intacct mean you can automatically recognise revenue according to accounting standards. Sage Intacct lets you recognise revenue and amortises expenses, even as contracts change.
Reduce your Dependence on IT
Enjoy out-of-the-box functionality that reduces the need for IT resources. You can handle revenue management requirements with configuration, not scripting. Structure your workflows to capture and edit contracts natively in Salesforce without additional integration software.
Automate your Most Important Process – turning Orders into Cash
Sage Intacct’s recurring-revenue management software lets you integrate with Salesforce for a seamless, bidirectional flow of order, customer, and contract data to save time and reduce manual errors. Streamline subscriptions and recurring-revenue recognition with real-time updates to accounting and billing for discounts, usage, renewals, upgrades, cancellations, and other changes.
Spend Management Software
Sage Intacct makes it easy to streamline your purchasing and payables processes and ensure company spending complies with corporate budgets.
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Automation and Productivity
Our dashboards let you slice and dice your data quickly and easily to see trends and monitor variances in real-time. See the big picture in seconds and make better, faster, and smarter decisions.
You’ll make more informed decisions on spending requests when you can see whether there are enough funds in the budget.
Sage Intacct spend management software lets you govern all company spending compared to your budgets, so you never spend more than you should. And with real-time dashboards, you can thoroughly analyse the “spend trend” to stay on top of company purchases and reduce unplanned variances.
Sage Intacct’s multidimensional architecture lets you create custom validation rules based on the type of spend request (such as direct and indirect items), department, and location. Sage Intacct can even send alerts or stop spending if a request exceeds the budget.
Expense and Time Management
Streamline processes, reduce revenue leakage, and simplify revenue recognition.
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Automation and Productivity
Sage Intacct expense management software makes it easy and as error-free as possible. That means you maximise revenue and keep your employees focused on client goals, not expenses, accounting, and reporting. Sage Intacct expense management software effortlessly moves time and expense data to invoices and revenue recognition workflows.
Inventory Management
Get all the right items in the right place at the right time.
Automation and Productivity
Cloud Based Inventory Management
When it comes to inventory management, you can’t afford to have too much or too little stock on the shelves. Unfortunately, inventory can be a rapidly moving target: multiple warehouses, different units of measure, and part numbers that change through kitting. With Sage Intacct's online inventory management system, it’s easier to track, value, and manage your stock—maintaining accuracy at every step of the way.
Optimise Inventory
Sage Intacct's real-time inventory management software features comprehensive reporting so you can see across locations, products, and inventory status. That means you can make smarter decisions to optimise inventory levels and set efficient reorder points and quantities.
Multiple Locations
Make Faster Decisions
With Sage Intacct, you’re fully armed to make smarter decisions that optimise inventory levels, set efficient reorder points and quantities, and use working capital more efficiently.
Software that works the way you do!
Use standard templates for adjustments, transfers, damaged goods, scrap, and more. Or create your own templates that fit your organisation. Sage Intacct lets you create a seamless web-based inventory process, from vendor quotes to customer invoices.
Fixed Asset Software
Fixed asset software merges with core financial management functions in a complete, flexible, and automated asset management system.
Automation and Productivity
Comprehensive Fixed Assetand Financial Management Platform
Sage Intacct fixed asset and financial management platform accelerates and simplifies accurate accounting throughout the entire fixed asset management lifecycle.
You work with a single set of asset-acquisition, depreciation, and disposal information that’s automatically shared with the general ledger accounts payable and purchasing.
Tag fixed assets with dimensions to track how costs are distributed by location, department, project, and more. Then, clearly report book values using visual dashboards and reports.
Sage Intacct fixed-assets software enables you to centrally manage and safeguard your business’s fixed assets. That means easier tracking and reporting of asset information including condition, insurance status, and maintenance logs – even after a disaster – thanks to world-class security, cloud backups, and disaster recovery.
Track Accountingand Tax Depreciation
Sage Intacct fixed asset software lets you easily maintain separate tax and accounting books and automatically record different depreciation methods for asset categories. Use straight-line and reducing-balance for accounting, for tax depreciation–or create your own schedules.
Sage Intacct and Salesforce Integration
The power couple—finance and sales connected.
Automation and Productivity
The best-of-breed cloud solution for Connecting Finance and Sales
Sage Intacct offers pre-built integration with Salesforce to give you a best-in-class financial management platform with the best-in-class Salesforce cloud CRM platform. This delivers seamless integration and alignment to improve productivity, fuel growth, and accelerate revenue.
Together, Sage Intacct and Salesforce give you a complete view of every customer, streamlined accounting workflows, and a smarter quote-to-cash process. The powerful combination of Sage Intacct and Salesforce also creates productive communication between the department that makes the numbers and the department that manages them.
Point and Click Integration
It’s easy to integrate Salesforce with the Sage Intacct financial management platform. That’s because our CRM integration was prebuilt on the Salesforce platform. You won’t need expensive third-party integration, IT support, or custom consulting. With the Sage Intacct cloud financial management platform, you just point, click, and connect.
No more Blind Spots
with Salesforce Integration
Help your sales teams turn opportunities into orders with a single click or verify pricing in real-time – all from within your Salesforce CRM solution. With Sage Intacct Collaborate, your sales reps and managers can easily communicate with finance using Salesforce Chatter – embedded within Sage Intacct – to easily expedite approvals, discuss and resolve exceptions to order management processes, an
Web Services API
Easily integrate with other best-in-class solutions.
Automation and Productivity
Open APIs allow Multiple, Stable, Secure Integrations
Technology advancements, like SDKs and resource whitelisting, make integrations between systems quicker, secure, and reliable. Language agnostic APIs rely on XML requests and responses. Roughly 60% of Sage Intacct transactions post using web services.
Integration is standard with Sage Intacct
As a best-in-class financial management platform, Sage Intacct was built from the ground up to integrate with other best-in-class solutions. Most customers integrate at least two external applications with Sage Intacct, which provides the flexibility to choose the best options for your organisation. In addition, our platform services help accelerate customisation with infrastructure solutions built to match unique business requirements.
Support Complex Business Processes with Integrations
Complex processes unique to your business often require extracting data for processing, then posting results. Sage Intacct’s open APIs make interacting with data possible and relatively easy.
Sage Intacct Platform Services
Platform Services are a springboard to solutions precisely tuned to match individual business requirements to help organisations grow fast.
Automation and Productivity
Map and Manage Solutions with Ease
Rather than building procedural programs and writing miles of code, Platform Services offers you an elegant object-centred solution. If you have any background in database development, you will quickly recognise the structures that drive Platform Services solutions. By centring all your actions and workflows around objects and related objects, you can build cohesive solutions that are easy to map and easy to manage.
Trustworthy Platform Infrastructure
Vital questions about any cloud-based system revolve around stability and security. The problems you might struggle to overcome in a stand-alone system – such as caching, error handling, permissions, and encryption protocol – are seamlessly built into custom platform solutions without any coding on your part.
Platform Services helps Accelerate Customisation
Revenue Recognition Software
Intelligent, Automated and Compliant Revenue Recognition.
Automation and Recognition
Automate day-to-day revenue recognition tasks
and regulatory compliance
Sage Intacct removes the complexity, time, and frustration associated with revenue recognition. We help you simplify revenue management by flexibly configuring expense amortisation to match or differ from your revenue recognition terms.
Automate your most important process – turning orders into cash
Sage Intacct’s recurring-revenue management software lets you integrate with Salesforce for a seamless, bidirectional flow of order, customer, and contract data to save time and reduce manual errors. Streamline subscriptions and recurring-revenue recognition with real-time updates to accounting and billing for discounts, usage, renewals, upgrades, cancellations, and other changes.
Align Revenue Recognition with Expense Allocations
Templates and schedules in Sage Intacct mean you can automatically recognise revenue according to accounting standards. Sage Intacct lets you recognise revenue and amortises expenses, even as contracts change.
Deliver relevant insights to all Stakeholders
Customised dashboards and reports give you deep, actionable views into revenue value and profitability by contract, products, divisions, and more. Sage Intacct shows you every stage of the revenue lifecycle: order, fulfilment of performance obligations, revenue recognition, billing, and collection – so you’re ready with quick answers for customers and colleagues.
Out-of-the box Revenue Recognition Functionality
Enjoy out-of-the-box functionality that reduces the need for IT resources. You can handle revenue management requirements with configuration, not scripting. Structure your workflows to capture and edit contracts natively in Salesforce without additional integration software.
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