What is Sage Intacct and how is it used by charities?

Sage Intacct is a cloud-based financial management system designed to help charities and nonprofits manage their finances more effectively. It supports key functions such as fund accounting, budgeting, grant tracking, and financial reporting, making it easier for organisations to stay compliant and transparent.

Does Sage Intacct support fund accounting for charities?

Yes. Sage Intacct is built with fund accounting capabilities, allowing charities to track income and expenses by fund, grant, or restriction. This helps ensure that restricted funds are used appropriately and reported accurately.

Can Sage Intacct help with grant and donor management?

Sage Intacct allows charities to track grants, donors, and funding sources, including restrictions and reporting requirements. While it isn’t a full CRM, it integrates with donor management systems to provide a complete view of funding and financial performance.

How does Sage Intacct improve financial reporting for nonprofits?

Sage Intacct offers real-time dashboards and customisable reports, enabling charities to quickly generate reports for trustees, regulators, and funders. It also supports compliance with accounting standards such as SORP, improving transparency and audit readiness.

Is Sage Intacct suitable for small charities?

Sage Intacct is typically best suited for growing or mid-sized charities with more complex financial needs. Smaller charities may find it more advanced than necessary, but it can still be valuable if they require robust reporting, multi-entity management, or detailed fund tracking

Cancer Research Wales Case Study

Improved Reporting, Financial Control & AP Automation in 24 Days with Sage Intacct + Acuity24

Leading Charity, Cancer Research Wales supports world-class research to reduce the impact of cancer and improve survival rates in Wales. This case study highlights how migrating to cloud accounting solution Sage Intacct with Acuity24 delivered impressive results in just 24 days, and how their financial management has changed as a result:

The Challenge

Having used Sage 50 for several years, it was no longer meeting the evolving financial management needs Cancer Research Wales had as they grew.

Increased manual workarounds, limited visibility and restricted access to data were impacting operations, leading to the decision it was time to upgrade to a solution capable of growing with the Charity, but without a lengthy implementation timescale or high costs.

The Solution

The team reviewed a range of accounting systems, with Sage Intacct quickly becoming the front runner due to its’ design, automation and the ability to centralise business systems.

On the selection process, Head of Comms, Iwan Roberts, stated:
“The functionality that we required was all integrated within Sage Intacct, unlike other systems that we reviewed where modules felt like “bolt-ons”.

Intacct offers strong benefits for charity and nonprofit organisations, with enhanced grant and fund management, on-demand visibility (that can be shared with stakeholders via permission-based dashboard access) and improved transparency for clearer audit trails.

The 24 Day Sage Intacct Implementation Process with Acuity24

Working with Acuity24 as their Sage Intacct Partner, Cancer Research Wales’s implementation was part of the rapid onboarding process, with a 24-day timeframe to go-live.

Iwan recalled:
“We wanted a short implementation period, so the fact that the system comes prebuilt was fantastic.”

Migrating all users to Sage Intacct smoothly in less than five weeks, the Acuity24 Implementation process is designed to provide faster time to value for customers, ensuring they move forward as confident users with ongoing support.

An additional benefit the team mentioned was Acuity24 having substantial knowledge of Sage 50, which they were migrating from, stating:

“We were also moving from Sage 50 and Acuity24 has experience of Sage 50 so could translate things if needed. We literally had to populate the data loaders, train and test and that was it!”

Summarising the onboarding experience, the team described it as:
“Excellent. Peter was great, always available to answer any queries and communicated well. We went live as planned.”

The Results

Since moving to Sage Intacct, Cancer Research Wales have experienced several welcome benefits including:

Increased financial controls.

Time saving in terms of AP processing using the automation and approvals process.

Fast, accurate reporting allowing finance (and other teams) to spend more time focusing on the organisation’s growth aspirations and high value activities.

The team knew they liked the look and feel of Sage Intacct from the outset, stating:

“Intacct is quite intuitive in terms of navigating around and the Copilot help functionality is excellent.”

Integration with other business systems and automation have proved very useful, as Iwan explained:
“We can now do everything we need from one system, from Bank reconciliations using bank feeds, to reporting to AP processing and approvals.”

All involved in the migration process and ongoing support at Acuity24 are so pleased the Cancer Research Wales team are reaping the benefits of using Sage Intacct, and look forward to continuing to support them as they deliver their mission critical work.

Keen to Explore Sage Intacct Further?

Interested in learning more about Sage Intacct for your organisation?

Get in touch to find out more:

Arrange a Call or Demo

Or explore our Resources including video tutorials, guides and more on Intacct’s features: Visit Resources Page

FAQ’s

What is Sage Intacct and how is it used by charities?
Sage Intacct is a cloud-based financial management system designed to help charities and nonprofits manage their finances more effectively. It supports key functions such as fund accounting, budgeting, grant tracking, and financial reporting, making it easier for organisations to stay compliant and transparent.
Does Sage Intacct support fund accounting for charities?
Yes. Sage Intacct is built with fund accounting capabilities, allowing charities to track income and expenses by fund, grant, or restriction. This helps ensure that restricted funds are used appropriately and reported accurately.
Can Sage Intacct help with grant and donor management?
Sage Intacct allows charities to track grants, donors, and funding sources, including restrictions and reporting requirements. While it isn’t a full CRM, it integrates with donor management systems to provide a complete view of funding and financial performance.
How does Sage Intacct improve financial reporting for nonprofits?
Sage Intacct offers real-time dashboards and customisable reports, enabling charities to quickly generate reports for trustees, regulators, and funders. It also supports compliance with accounting standards such as SORP, improving transparency and audit readiness.
Is Sage Intacct suitable for small charities?
Sage Intacct is typically best suited for growing or mid-sized charities with more complex financial needs. Smaller charities may find it more advanced than necessary, but it can still be valuable if they require robust reporting, multi-entity management, or detailed fund tracking

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