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Sage Intacct for Professional Services
A personalized, interactive product tour built for professional services organizations
Discover how professional services firms use Sage Intacct to gain real-time financial visibility, improve project profitability, and scale operations with confidence.
This guided product tour shows how finance and operations teams move beyond disconnected systems to better manage people, projects, and revenue.
A Hands-on Product Tour Designed for Professional Services
This enhanced Sage Intacct Product Tour delivers a practical, self-guided experience tailored to the needs of professional services organizations. Whether you’re managing client-based projects, time and expense billing, or recurring services, this tour provides a clear view of how Sage Intacct supports scalable, services-driven businesses.
Explore real workflows that demonstrate how Sage Intacct helps firms:
Track project financials and utilization in real time
Improve visibility into revenue, costs, and margins
Streamline billing and revenue recognition
Support growth without increasing operational complexity
Tour Highlights
The Project Accounting dashboard shows services, expenses, and subcontractors with drill-down details. Use role-based access, filters, and unlimited dimensions to analyze revenue, expenses, and profit by project or custom views.
The CFO dashboard shows real-time revenue across multiple entities or a single entity with one click. Drill into performance, spot trends, and easily consolidate global, multi-entity financials as your business grows.
Sage Intacct automates revenue recognition for complex billing models while ensuring ASC 606 and IFRS 15 compliance. Gain clear revenue insights by project or service with easy-to-manage, rule-based schedules.
Employees log time and expenses from any device with easy approvals. Sage Intacct automates workflows, notifications, reimbursements, and billing, ensuring accurate capture, fast reimbursement, and seamless client invoicing.
Who This Product Tour Is For
If project visibility, profitability, and scalability are critical to your business, this tour is for you.
This tour is ideal for:
- Professional services CFOs and finance leaders
- Services firms managing complex projects or client engagements
- Finance and operations teams seeking better margin visibility
- Organizations outgrowing legacy accounting or PSA tools
Access the Sage Intacct Professional Services Product Tour
Complete the form below to gain immediate access to the interactive Sage Intacct Product Tour.
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