Sage Intacct is Sage’s cloud financial management system for growing UK businesses. Your team logs in through a web browser, posts and approves transactions in modules such as accounts payable, accounts receivable and cash management, and sees the results straight away in dashboards and reports, across every entity and currency you run. Most businesses start with core financials and add modules such as project accounting or fixed assets as they grow, while a partner like Acuity24 sets the system up, moves your data across and trains your team. This beginner’s guide walks through each of those steps. If you only need a quick definition, read our guide to what Sage Intacct is.
What is Sage Intacct?
Sage Intacct is a robust, flexible fully cloud-based accounting solution. Capable of managing and streamlining core accounting processes, Sage Intacct is also highly customisable and can be built to suit specific requirements thanks to its integrated modular design. A growing number of UK businesses needing project-based, multi-entity and multi-currency accounting are choosing Intacct to manage their complex requirements and gain deeper insights into their operations.
Intacct is a scalable solution that supports growing businesses without the common limitations of traditional on-premises solutions that struggle with performance issues around adding more users, remote access or processing increased volumes of orders and sales.
Where Sage Intacct came from
Intacct was founded in California in 1999 as one of the first accounting systems built for the cloud. Sage acquired it in 2017 and launched Sage Intacct in the UK in November 2019, adapting it for UK requirements such as VAT and Making Tax Digital. Because it was built for the cloud rather than moved there, adding users, entities or transaction volumes does not slow it down, and every customer works on the latest version, with four releases a year.
Why Sage Intacct Matters for UK Businesses
Sage Intacct is designed to make your accounting easier, more efficient and help you adapt to changes and manage growth.
The automation of key processes covers all aspects of your accounting including Accounts Payable and Receivable, Order Processing, Invoicing, Reconciliations, Inventory management, Billing and more, saving time and reducing manual errors.
As your business grows, modules can be added to manage new requirements such as additional sites or currencies, all in one centralised system that integrates with hundreds of business applications (including Salesforce) thanks to Intacct’s Open API connectivity.
Key Features of Sage Intacct
Sage Intacct provides seamless management of core accounting, plus a wider set of Sage Intacct features and modules for processes including:
- Financial Reporting: Generate financial statements, reports, and dashboards automatically.
- Bank Reconciliation: Reconcile bank accounts efficiently and accurately.
- Expense Management: Automate expense reporting and approval processes.
- Invoice Processing: Create, send, and track invoices automatically.
- Purchase Order Processing: Generate purchase orders and manage vendor relationships.
- Inventory Management: Track inventory levels, manage stock transfers, and automate reorder points.
- Payroll integration: Sage Intacct does not run payroll itself. It connects to your payroll software so payroll journals post to the general ledger without rekeying.
- Sales Order Processing: Create, process, and track sales orders.
- Revenue Recognition: Automatically track revenue recognition for complex transactions.
- Fixed Asset Management: Track fixed assets, calculate depreciation, and manage disposals.
By automating these processes, Sage Intacct can help businesses improve efficiency, reduce errors, and gain valuable insights into their financial performance.
How to Get Started with Sage Intacct
Choosing Acuity24 as your Sage Intacct partner, you can expect the dedicated support of our consultants who will work closely with you to firstly determine your challenges, reasons for change and key goals. We provide customised demos showing how Intacct meets your unique needs, enabling us to agree on the design of the solution required.
Our Intacct experts then get to work building out your solution with regular communication throughout every step of the process. Once ready, you will have access to the test system and support on-hand to answer questions and listen to feedback.
Once you give the go ahead and are happy with everything, the solution is set to go live. You’ll also have ongoing access to support to help with any questions or further training requirements, ensuring you and your team get the most out of using Sage Intacct.
Most smaller projects go live in four to six weeks; see how long it takes to implement Sage Intacct.
Find out more about implementing Sage Intacct with Acuity24 below:
Where to get help as a new Sage Intacct user
Sage Intacct has a built-in Help Centre and the Sage Copilot help assistant, which answers questions about where to find things and how to complete a task. Acuity24 customers also get our free library of Sage Intacct training videos, with short tutorials on everyday tasks from using the Help Centre to posting journals and running reports, plus ongoing Sage Intacct training and support from our consultants.
Integrating Sage Intacct with Existing Systems
Sage Intacct features Open API connectivity, enabling integration with hundreds of key business applications including Salesforce CRM, payroll and inventory management software.
This integration aligns sales and finance teams, with all data accessible in one centralised system. Sales professionals can view customer payment history on demand, helping with terms negotiation and the entire quote-to-order process is automated, improving both cash flow and client satisfaction.
Is Sage Intacct right for Your Business?
As technology continues to advance faster than ever, future-proofing your business systems is a must.
Sage Intacct’s flexible modular nature allows you to perfectly customise the solution to manage projects, multiple entities, automate billing and more while its’ scalability supports changing needs as your business grows.
A fully cloud-based solution, Intacct’s performance is not impacted by adding more users, with anytime, anyplace access via web-browser – unlike traditional on-premise solutions.
Customised, in-house report building allows you to generate and schedule reports by almost any chosen dimension, tailored by user or department – supporting decision making and flagging trends in real-time. Click our overview video to watch a demo of Sage Intacct Dashboards on the right.
READY TO SEE SAGE INTACCT FOR YOURSELF?
Watch our free on-demand demo, or book a 1-2-1 demo built around your own processes.
Watch our Sage Intacct Dashboards Intro Video
Discover the benefits of choosing Acuity24 as a Sage Business Partner including fixed price services, unlimited service options and flexible payment options.
