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Advanced Modules

Sage Intacct offers a range of advanced modules that provide specialized functionality to address specific business needs and industry requirements.

Sage Intacct

Sage Intacct Advanced Modules

Advanced modules for specialised financial management & industries.

Sage Intacct Advanced Modules addresses specific business challenges and requirements, allowing businesses to tailor their Sage Intacct experience to their needs.

Available Sage Intacct Advanced Modules

Sage Intacct Inventory Management

Track, value, and manage stock while maintaining accuracy at every step.

Sage Intacct Inventory Management is a module designed to help businesses effectively manage their inventory operations. It provides tools and features to streamline inventory tracking, optimize stock levels, manage orders, and enhance overall inventory control.

Sage Intacct Inventory Management Enables You to:

Cut Costs

by configuring warehouse operations to match your business using cloud-based inventory management.

Improve Customer Satisfaction

by reducing stock-outs and compressing delivery timeframes.

Use Capital Efficiently

thanks to optimised inventory levels and smarter reorder quantities.

Sage Intacct Inventory Management Functionality:

  • 1. Inventory Tracking

    The module allows you to track and manage the details of your inventory items. This includes information such as item descriptions, quantities on hand, locations, costs, and more.

  • 2. Stock Reordering

    Sage Intacct Inventory Management helps optimize stock levels by enabling you to set reorder points and reorder quantities for each item. When inventory levels fall below the reorder point, the system can generate purchase orders automatically.

  • 3. Multi-Location Management

    If your business operates across multiple warehouses or locations, the module allows you to track inventory levels and movement across these locations.

  • 4. Order Fulfillment:

    You can manage and fulfill orders more efficiently using the module. This includes picking, packing, and shipping inventory items based on customer orders.

  • 5. Purchase Order Integration

    The module can integrate with Sage Intacct’s Purchase Order module, ensuring that inventory purchases are accurately tracked and recorded in your financial records.

  • 6. Barcode Scanning

    Many inventory management solutions, including Sage Intacct’s module, support barcode scanning for efficient item tracking, inventory updates, and order fulfillment.

  • 7. Cost Tracking

    Sage Intacct Inventory Management allows you to track the cost of inventory items, including costs associated with purchasing, shipping, and any additional charges.

  • 8. Inventory Valuation

    You can calculate the value of your inventory using different costing methods, such as average cost or specific identification, helping you maintain accurate financial records.

  • 9. Lot and Serial Tracking

    For businesses that deal with items requiring lot or serial number tracking, the module provides capabilities to manage and track these unique identifiers.

  • 10. Reporting and Analysis

    Inventory reports provide insights into inventory levels, movement, valuation, and more. This data helps you make informed decisions about inventory management and purchasing.

  • 11. Integration with General Ledger

    Inventory transactions, such as purchases, sales, and adjustments, are integrated with Sage Intacct’s General Ledger, ensuring that inventory data is accurately reflected in financial statements.

Cloud-based Inventory Management a better approach

When it comes to inventory management, you can’t afford to have too much or too little stock on the shelves. Unfortunately, inventory can be a rapidly moving target: multiple warehouses, different units of measure, and part numbers that change through kitting. With Sage Intacct’s online inventory management system, it’s easier to track, value, and manage your stock, maintaining accuracy at every step of the way.

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Optimise - Don’t Agonise over Inventory Management

Sage Intacct’s real-time inventory management software features comprehensive reporting so you can see across locations, products, and inventory status. That means you can make smarter decisions to optimise inventory levels and set efficient reorder points and quantities.

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Cloud Inventory Software for Multiple Locations

Enable your sales, finance, operations, and logistics teams to collaborate around the world. With access to real-time balances and availability, the Sage Intacct web-based inventory management system lets you more easily manage inventory across multiple locations and product lines. That helps you make smarter reorder decisions and efficiently handle fulfilment and returns.

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Make Smarter Decisions Fast

With Sage Intacct, you’re fully armed to make smarter decisions that optimise inventory levels, set efficient reorder points and quantities, and use working capital more efficiently.

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Online Inventory Software that Works the Way You Do

Use standard templates for adjustments, transfers, damaged goods, scrap, and more. Or create your own templates that fit your organisation. Sage Intacct lets you create a seamless web-based inventory process, from vendor quotes to customer invoices.

Sage Intacct Fixed Asset Management

Fixed Assets & Core Accounting Create an Automated Asset Management System

Organisations need simplified and accurate accounting throughout the fixed asset management life cycle. However, most companies have multiple sets of asset acquisition, depreciation, and disposal information. Sage Intacct Fixed Asset Software streamlines fixed asset management by automating the life cycle from acquisition to disposal, increasing control over your processes and data, and delivering rich, real-time insights to inform business decisions.

Sage Intacct Fixed Assets Offers You:

  • A Single System

    Easily manage the complete asset lifecycle within a single integrated fixed-asset management software system.

  • Lower Risk

    Increase control of your fixed assets and reduce risk by tracking them in a cloud financial-management system.

  • Asset Visibility

    Improve decision-making with dimensional visibility into your business.

  • Faster Closes

    Eliminate manual effort and accelerate monthly closes.

Comprehensive Fixed Asset and Financial Management Platform

Sage Intacct fixed asset and financial management platform accelerates and simplifies accurate accounting throughout the entire fixed asset management lifecycle. You work with a single set of asset-acquisition, depreciation, and disposal information that’s automatically shared with the general ledger, accounts payable and purchasing.

Control Fixed Assets Easily

Sage Intacct fixed-assets software enables you to centrally manage and safeguard your business’s fixed assets. That means easier tracking and reporting of asset information including condition, insurance status, and maintenance logs – even after a disaster – thanks to world-class security, cloud backups, and disaster recovery.

Track Accounting and Tax Depreciation

Sage Intacct fixed asset software lets you easily maintain separate tax and accounting books and automatically record different depreciation methods for asset categories. Use straight-line and reducing-balance for accounting, for tax depreciation–or create your own schedules.

Better Reporting, Better Visibility, Better Decisions

Tag fixed assets with dimensions to track how costs are distributed by location, department, project, and more. Then, clearly report book values using visual dashboards and reports.

Sage Intacct Multi-Entity & Global Consolidations

Easily manage complex financials for multiple locations and entities.

Sage Intacct Multi-Entity and Global Consolidations are features designed to assist organizations with complex structures, such as those operating across multiple subsidiaries, locations, or international entities. These features help streamline financial management and reporting by providing tools to manage, consolidate, and report on financial data from various entities within a single system.

Sage Intacct Multi-Entity & Global Consolidations Enables You To:

  • Go Global

    with a robust, accurate and easy multiple base currency financial management platform.

  • Save Time

    Reduce errors with automated financial consolidation tools

  • Increase Visibility

    Rely on flexible, fully up-to-date local and global reports.

Sage Intacct Multi-Entity Management:

  • 1. Centralized Management

    Sage Intacct allows you to manage multiple entities from a central location. This enables you to set up new entities, define charts of accounts, and establish accounting rules consistently across your organization.

  • 2. Separate Books and Reporting

    Each entity can maintain its own separate books, currency, and reporting structure. This is particularly important for businesses that need to adhere to specific regulatory and accounting requirements for each entity.

  • 3. Intercompany Transactions

    Multi-Entity Management supports intercompany transactions, allowing you to accurately record transactions between entities. This feature helps ensure accurate financial reporting and eliminates the need for manual reconciliations.

  • 4. Consistent Processes

    While maintaining separate financial data, you can implement consistent processes and workflows across entities, promoting efficiency and standardization.

Sage Intacct Global Consolidations:

  • 1. Consolidation Process

    Sage Intacct’s Global Consolidations feature enables you to consolidate financial data from multiple entities into a single consolidated view. This process includes aggregating financial results, eliminating intercompany transactions, and adjusting for currency differences.

  • 2. Currency Translation

    For organizations with entities operating in different currencies, the feature supports currency translation, ensuring that financial data is presented in a common currency for accurate comparison and reporting.

  • 3. Custom Consolidation Rules

    You can configure custom consolidation rules to tailor the consolidation process based on your organization’s specific needs and regulatory requirements.

  • 4. Elimination of Intercompany Transactions

    Intercompany transactions, which occur between different entities of the same organization, can be automatically eliminated during the consolidation process to avoid double-counting of revenues and expenses.

  • 5. Consolidated Reporting

    After consolidation, Sage Intacct provides consolidated financial statements and reports that provide insights into the overall financial performance of your organization.

  • 6. Audit Trail

    An audit trail is maintained, allowing you to track the consolidation process and the adjustments made.

Bring it All Together - Quickly and Accurately

If your multi-location organisation faces complexities – decentralised payables, inter-entity transactions, multiple currencies, global consolidations – you’re ready for Sage Intacct. Our financial management platform for multiple entities automates financial consolidation activities including currency conversions, inter-entity transactions, local tax reporting, and more, eliminating manual efforts so you can close the books faster and focus on growing your organisation fast.

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Continuous Multiple-Entity Consolidations

At the push of a button, get granular visibility with eliminations and currency impacts recorded as journal entries, and easily make post-consolidation adjustments. Automate intercompany eliminations at the point of consolidation and consolidate complex ownership structures such as minority and partial ownerships. With Sage Intacct, you can close the books faster and view interim summary figures at any time – your financial statements are ready when you are.

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Easy Multi-Currency Accounting Software

Whether you need to automate conversions for transactions or report in multiple currencies across the globe, Sage Intacct has you covered. We automate everything related to managing multiple currencies to save you time and increase accuracy, using up-to-date exchange rates for your currency conversions and revaluations. Sage Intacct offers multi-currency consolidation, creating cumulative translation adjustments (CTAs). You can even produce reports in headquarters currency or the entity’s local currency.

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Multi-Entity Consolidation Set-up Made Simple

Instantly set up new entities with configurable rules for inter-entity transactions, bank accounts, and more. With our financial management platform for multiple entities, you can have new entities inherit your existing lists, process definitions, and charts of accounts. Or you can easily configure each new entity with unique definitions. If you want to centralise payables and receivables, you can. If you want to have multiple charts of accounts, you can. You make the rules – Sage Intacct makes it easy.

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Unified Multi-Entity Architecture

Our unified financial consolidation software architecture handles domestic and global locations, single and multiple base currencies, and simple and complex ownership structures. And shared definitions let you share vendor, customer, and item lists across entities to speed new entity creation and enable cross-entity and multiple entity reporting.

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Financial Planning Budgeting

Reduce budgeting and forecasting time by 50% and replace inflexible and unsecure spreadsheets.

To achieve business goals, you need a good financial plan. Budgeting and planning that’s effective, collaborative, and strategic. Many companies are trapped with time-consuming, error-prone spreadsheets because the alternatives are just too complicated. Sage Intacct Budgeting and Planning is a cloud-based solution that is easy-to-use yet powerful, designed for small to midsize businesses. Deploy it in days and say “goodbye” to the spreadsheet headaches.

With a native connection to your Sage Intacct general ledger, you can use its data in real-time and quickly analye what-if scenarios. By automatically adding plan information to Sage Intacct, your dashboards and reports let you compare current performance vs. plans to manage for success.

Get sensitive data out of spreadsheets and emails and into a single, secure solution, limiting access to budgets and payroll data. User-level security allows you to collaborate easily and invite stakeholders to build, edit, or review budgets in real-time, create multiple what-if scenarios, and dig into the details.

Say Hello to Smarter Planning and Budgeting

Get your plans, budgets and forecasts in one place with our software and save up to 20 hours per week on manual admin. Wave goodbye to multiple spreadsheets, errors, and untracked emails, and let Sage Intacct Planning do the heavy lifting.

  • A cloud planning application that automates it all
  • Deliver financial insights faster and easier, in multiple currencies
  • Get a secure and collaborative solution with numbers you can trust

Software that Cuts Budget Creation Time

Overcome the challenges of planning and budgeting processes with Sage Intacct Planning. Free up time to focus on your strategy and analysis with spreadsheet-like formulas and intuitive functionality at your fingertips.

  • Increase the scope and depth of your budget data
  • Put 'what if' scenario modelling, reporting, and data visualisation to work
  • Flexibly plan, budget, and forecast to make decisions in real-time

Sage Intacct Project Accounting

Manage costs and revenue, keep projects on time, and maintain profitability.

Sage Intacct Project Accounting is a module designed to help businesses manage and track financials related to projects, ensuring accurate project cost tracking, billing, and profitability analysis. This module is particularly valuable for businesses that engage in project-based work, such as professional services firms, consulting companies, and contractors.

Sage Intacct Project Accounting Enables You To:

  • Customise Project Accounting

    Fit project capabilities to the needs of your business.

  • Improve Profit Margins

    Base new project bids on better data.

  • Lower Costs

    Streamline project management and project billing processes.

  • Keep Clients Happy

    Make it easy for your team to get information and provide great service.

What Can Sage Intacct Project Accounting Do?

  • 1. Project Setup

    Project Accounting allows you to set up individual projects with specific budgets, timelines, and resource allocations. Each project can be associated with relevant details, such as clients, contracts, and project managers.

  • 2. Budgeting and Cost Tracking

    You can create project budgets that outline expected costs and revenues for each project. The module helps you track actual costs incurred, labour expenses, material costs, and other project-related expenses against the budget.

  • 3. Time and Expense Tracking

    Project team members can track their time and expenses directly within the system, associating them with specific projects. This enables accurate tracking of resource utilization and helps calculate project costs.

  • 4. Resource Allocation

    Project Accounting allows you to allocate resources, including employees, contractors, and equipment, to specific projects based on roles, skills, and availability.

  • 5. Billing and Revenue Recognition

    The module supports various billing methods, including time and materials, fixed fee, milestone-based billing, and more. It automates the billing process by generating invoices based on project activities and milestones. Integration with Sage Intacct’s Revenue Recognition module ensures proper recognition of revenue according to project progress.

  • 6. Project Profitability Analysis

    You can analyze project profitability by comparing actual costs and revenue to the project budget. This helps you identify profitable projects and areas that may require attention.

  • 7. Reporting and Analytics

    Project-specific reports provide insights into project financials, resource utilization, billing status, and profitability. Customizable dashboards help you visualize key project metrics.

  • 8. Integration with General Ledger

    Project Accounting transactions seamlessly integrate with Sage Intacct’s General Ledger, ensuring that project-related financial data is accurately reflected in your financial statements.

  • 9. Collaboration and Workflow

    Project Accounting supports collaborative workflows, allowing project managers, team members, and finance teams to work together efficiently.

  • 10. Customisation and Flexibility

    The module is often customizable to match your organization’s project structures and business processes. You can define project types, categories, and other attributes based on your needs.

Project Financial Management On-Track, On-Time, On-Target

Sage Intacct project financial management automates the project accounting processes your business needs. We show you the costs, time, and expenses and help you manage resources, billing – even revenue recognition. Generate deep insights from financial reporting that keep individual projects on track and your overall business growing profitably.

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The Right Solution for Project Accounting

Sage Intacct’s financial management platform automates project management, time-tracking, full-featured costing and resource management, project billing, and revenue recognition. Track expenses by projects, identify unbilled research and development costs or run billable services projects for clients.

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Smarter Resource Management and Project Billing

Find the right resource, with the right skills, and the right availability to quickly start your project. Sage Intacct Project Accounting and financial management platform lets you easily identify who’s overscheduled and who’s on the bench, so you get accurate insight into team utilisation and efficiency. It also simplifies project billing workflows across finance and operations. What’s more, you gain the time and visibility you need to think strategically and see which projects and client types are most profitable for your organisation or agency.

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Streamlined Revenue Recognition

Sage Intacct project accounting and financial management platform improves financial accuracy by generating invoices in the right format, with the right terms and the right amounts using the right data, supporting a variety of fixed price and T&M methods. Separate revenue recognition from billing and automatically calculate and post based on milestones, schedules, or percentage completion.

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Better Answers, Better Ideas

Sage Intacct keeps you up to date with role-specific reports and dashboards. Give clients and colleagues answers about current statuses, milestones, and invoicing, and generate reports on revenue, costs, and utilisation to improve profit margins.

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Revenue Recognition

Automate complex revenue accounting, configure expense amortization and more.

Sage Intacct’s Revenue Recognition module is designed to help businesses comply with accounting standards and regulations related to recognizing revenue accurately. This module is particularly important for companies that engage in complex revenue recognition scenarios, such as those with subscription models, contracts, and projects that span multiple periods.

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With Sage Intacct Revenue Recognition You Can:

  • Automate revenue and expense reallocation

  • Act on dual treatment and reporting

  • Configure Expense Amortisation

  • Gain Deep and Broad Revenue Insights

How Sage Intacct Revenue Recognition Works

  • 1. Compliance with Accounting Standards

    Sage Intacct’s Revenue Recognition module helps businesses adhere to the required accounting standards. These standards outline rules for recognizing revenue from contracts with customers.

  • 2. Automated Revenue Recognition

    The module automates the process of recognizing revenue based on the terms of contracts, projects, and transactions. It takes into account factors such as contract start and end dates, performance obligations, billing terms, and more.

  • 3. Multi-Period and Multi-Element Recognition

    Sage Intacct can handle complex revenue recognition scenarios involving multiple periods and multiple elements within a contract. This is especially relevant for businesses with subscription-based services, project-based revenue, or bundled products and services.

  • 4. Subscription and Contract Recognition

    For subscription-based businesses, Sage Intacct’s Revenue Recognition module can automate the recognition of revenue over the duration of a contract. It calculates and allocates revenue based on the schedule defined in the contract.

  • 5. Project Milestone Recognition

    For businesses engaged in projects, the module can recognize revenue based on project milestones and completion of performance obligations. This ensures that revenue is aligned with project progress.

  • 6. Automated Calculations

    The module performs automated calculations for revenue recognition, reducing the risk of manual errors and ensuring accuracy in financial reporting.

  • 7. Deferred Revenue Management

    Sage Intacct’s Revenue Recognition module also manages deferred revenue. It tracks and manages deferred revenue balances until they are recognized as revenue in accordance with the appropriate accounting rules.

  • 8. Reporting and Analytics

    You can use Sage Intacct’s reporting and analytics features to gain insights into recognized revenue, deferred revenue balances, trends, and the impact of different recognition methods on financial statements.

  • 9. Integration with Billing and Project Modules

    The Revenue Recognition module often integrates with other Sage Intacct modules, such as Billing and Project Costing. This ensures that revenue recognition aligns with the billing and project progress data.

  • 10. Audit Trail and Compliance

    Sage Intacct maintains an audit trail of revenue recognition events, providing transparency and traceability for compliance purposes and audits.

Automate Day-to-Day Revenue Recognition Tasks and Regulatory Compliance

Sage Intacct removes the complexity, time, and frustration associated with revenue recognition. We help you simplify revenue management by flexibly configuring expense amortisation to match or differ from your revenue recognition terms.

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Automate Your Most Important Process - Turning Orders into Cash

Sage Intacct’s recurring-revenue management software lets you integrate with Salesforce for a seamless, bidirectional flow of order, customer, and contract data to save time and reduce manual errors. Streamline subscriptions and recurring-revenue recognition with real-time updates to accounting and billing for discounts, usage, renewals, upgrades, cancellations, and other changes.

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Align Revenue Recognition with Expense Allocations

Templates and schedules in Sage Intacct mean you can automatically recognise revenue according to accounting standards. Sage Intacct lets you recognise revenue and amortises expenses, even as contracts change.

Deliver Relevant Insights to all Stakeholders

Customised dashboards and reports give you deep, actionable views into revenue value and profitability by contract, products, divisions, and more. Sage Intacct shows you every stage of the revenue lifecycle: order, fulfilment of performance obligations, revenue recognition, billing, and collection – so you’re ready with quick answers for customers and colleagues.

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Out-of-the Box Revenue Recognition Functionality

Enjoy out-of-the-box functionality that reduces the need for IT resources. You can handle revenue management requirements with configuration, not scripting. Structure your workflows to capture and edit contracts natively in Salesforce without additional integration software.

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Sage Intacct Spend Management

Automate complex revenue accounting, configure expense amortization and more.

Sage Intacct’s Spend Management eliminates the never-ending task of tracking spend across your organization directly within the system. Spend management integrates with the General Ledger (GL), accounts payable, and purchasing applications, where spending may need better control.

With Sage Intacct Spend Management You Can:

  • Automatically track budgets, compile spend requests, and manage funds availability.

  • Automatically apply limits to all departments and locations to ensure budget compliance.

  • Adjust the budget on the fly to accommodate unexpected spending needs

Keep Company Spending on Track

For fast-growing businesses, it’s sometimes too easy for spending to get off-track. Different departments have different expenditure needs and want to purchase from preferred vendors. And with employees in multiple locations, you face an increasing need for smart, effective controls and complete visibility to avoid the overspending and unexpected costs that can limit business growth.

Sage Intacct spend management software lets you govern all company spending compared to your budgets, so you never spend more than you should. And with real-time dashboards, you can thoroughly analyse the “spend trend” to stay on top of company purchases and reduce unplanned variances.

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Total Control of Corporate Spending and Procurement

With Sage Intacct spend management and procurement software, you can automatically enforce spending limits to avoid budget variances and meet corporate policies. Sage Intacct’s multidimensional architecture lets you create custom validation rules based on the type of spend request (such as direct and indirect items), department, and location. Sage Intacct can even send alerts or stop spending if a request exceeds the budget.

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Dive Deep to Smarter Spending Decisions

Sage Intacct’s multi-dimensional system lets you track budget versus actuals based on the attributes that matter most: department, location, vendor, and more. Our dashboards let you slice and dice your data quickly and easily to see trends and monitor variances in real-time. See the big picture in seconds and make better, faster, and smarter decisions.

Deliver Relevant Insights to all Stakeholders

Customised dashboards and reports give you deep, actionable views into revenue value and profitability by contract, products, divisions, and more. Sage Intacct shows you every stage of the revenue lifecycle: order, fulfilment of performance obligations, revenue recognition, billing, and collection – so you’re ready with quick answers for customers and colleagues.

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See Corporate Spending with just a Click

Sage Intacct corporate spend management gives you instant visibility into spending vs. budget. Immediately assess the impact when reviewing a spending request or see how much has already been spent. You’ll make more informed decisions on spending requests when you can see whether there are enough funds in the budget.

Grow & Scale with Sage Intacct

Successful businesses create increasing demands on finance and accounting teams. With Sage Intacct, you’re always ready to grow, thanks to advanced functionality that automates and streamlines other key functions of your financial operations, giving your business greater speed, productivity, and insight.

Flexibility to Meet Future Needs

Sage Intacct can take your business further with advanced functionality that delivers new levels of sophistication and automation to some of the trickier areas of finance. Best-in-class functionality will ensure you are always ahead of the curve and delivering more value to your business.