Automate consolidations and intercompany transactions

Gain visibility of billable hours, client margins, and staff utilisation

Streamline billing cycles and recurring revenue recognition

Track performance with real-time dashboards and audit trails

Reduce reliance on spreadsheets for reporting and forecasting

Scale multi-entity and multi-client operations with ease

Project and client-level reporting – Use dimensions to analyse time, costs, revenue and profitability by client, project, partner, department or service line, without creating a large and complicated chart of accounts.

This gives your team a clearer view of performance and makes it easier to create reports around the information each client needs.

Automated consolidations – Manage clients with multiple entities, locations or legal structures using automated consolidations and intercompany transactions.

Your team can view individual entity performance and consolidated results without manually combining information in spreadsheets.

Billing and revenue management – Support fixed-fee, time-based, usage-based and recurring billing arrangements.

Sage Intacct helps improve billing accuracy, reduce delays and provide better visibility of revenue across clients and services.

Real-time dashboards and KPI tracking – Create dashboards for your practice and your clients using current financial and operational information.

Monitor measures such as client profitability, billable utilisation, revenue by service, budget versus actual performance and outstanding balances.

Expense and AP automation –Streamline supplier payments, purchasing, expenses and approval processes.

Automated workflows and clear audit trails help reduce manual administration while maintaining appropriate financial control.