Automate project-based billing for time and materials, retainers, or fixed-fee

Get visibility into client and project profitability

Eliminate spreadsheets with dimensional reporting

Speed up month-end close with automated workflows

Integrate with project tools like Salesforce or time-tracking

Scale confidently with multi-entity and multi-currency support

Project accounting and billing automation – Manage billing across multiple clients, projects, and billing models. Automate invoices based on time, milestones, or retainer agreements

Profitability by client, team or service line – Use dimensions to report on revenue, cost, and margin by client, campaign, department or even creative team

Multi-entity consolidation – If your agency spans multiple brands or regions, Sage Intacct automatically consolidates entities, currencies, and financials

Streamlined accounts payable and expense management – Automate approvals, coding, and payment processing with a full audit trail, so your team spends less time chasing receipts

Real-time dashboards and forecasting – Track KPIs like billable utilisation, revenue per client, pipeline vs. actuals, and more in one live view – no Excel exports needed!