Facebook X-twitter Youtube Linkedin Instagram
Request a Call

Core Financials

Sage Intacct Core Financials is a comprehensive suite of financial management tools designed to help businesses effectively.

Sage Intacct

Sage Intacct Core Financials

Sage Intacct serves as the foundation for a wide range of financial processes and provides insights into the financial health of the organization. Sage Intacct Core Financials is designed to cater to businesses of various sizes and industries, offering flexibility, scalability, and customization to meet specific financial management requirements.

What Tools do Sage Intacct Core Financials Consist of:

Accounts Payable Software

Cut your accounts payable processing time by 65% or more annually. Get real-time visibility with 24/7 access from any device.

Sage Intacct’s Accounts Payable module offers comprehensive functionality to manage vendor bills, invoices, payments, and vendor relationships. With automation, integrated expense reporting, and real-time reporting capabilities, Sage Intacct streamlines the accounts payable process, reduces manual effort, and enhances financial visibility for businesses.

Sage Intacct Core Financials Accounts Payable

Functionality you can expect with Accounts Payable

Point & Click Controls

Easily and quickly create definitions of your workflows, approvals, and internal control processes.

Reports

Quickly and easily slice and dice your data to get any view you need

Predefined Defaults

Pay the correct amounts to the right vendors and take advantage of discounts.

Seamless Integration

Minimize data re-entry and get broader insight across all financial functions with Sage Intacct Cash Management, Inventory and Purchasing.

Real-time Access

AP transactions and data allows you to review and react to your current situation on the fly; no more waiting for batches to post.

Automate accounts payable and save thousands of hours

With Sage Intacct’s accounts payable management software, your business saves thousands of hours—and hundreds of thousands of rands—by automating manual accounts payable processes and eliminating inefficient workflows. Just point and click to configure approvals processes that work for your organisation.

There’s no time like real-time for accounts payable

With Sage Intacct accounts payable software, you can track and view payments, approvals, and reports—anytime, anywhere. See your accounts payable liabilities and vendor-ageing reports, and bill and check register reports across your business in real-time.

We keep you in control

Sage Intacct’s accounts payable solutions let you create automated, configurable processes to enhance internal controls and ensure complete accountability. You define the workflows and approvals so you have complete visibility into the entire AP process. You can even set spending limits to maintain budget compliance with Spend Management.

Accounts Receivable Software

Sage Intacct offers Accounts Receivable functionality that makes your debtors accounts processing more efficient, so you get paid faster.

Sage Intacct’s accounts receivable functionality offers automation, improved recordkeeping, integration with other business systems, and efficient payment processing. These features help businesses manage and track receivables more effectively, improving cash flow and overall financial management.

Accounts Receivable

Sage Intacct Accounts Receivable enables you to:

  • Faster Cash Flow

    Achieve healthier cash flows by shortening invoice and payment cycles

  • Automated Collections

    Make collections painless with automated dunning and collection notices

  • Customer Insights

    Gain real-time visibility into customer histories, aging balances, and more with configurable dashboards and reports

  • Seamless Integration

    Easily integrate with order management processes

Accounts Receivable Software - Get Paid Faster

Sage Intacct is accounts receivable management software that makes your team more efficient, so you get paid faster. Automate your processes, email your invoices, and offer more payment options. Generate recurring invoices for easy subscription management, attach customer documents to transactions for better recordkeeping, and more.

Stay Connected with Seamless Integration

Sage Intacct cloud-based accounts receivable software integrates with the rest of the business systems—including your CRM solution—to give you a single view of quotes, sales orders, and invoices. It automatically posts order transactions to your general ledger and AR ledger to streamline billing and accounting. In addition, it also offers up-to-date, accurate sales tax calculations.

Complete Accounts Receivable Visibility

Sage Intacct gives you real-time visibility with built-in and configurable dashboards, reports, graphs, and charts. Get a complete picture of customer ageing, invoice analyses, recurring invoices, deferred revenue, and more. With Sage Intacct, you can analyse AR data from a range of perspectives for a complete view of your business.

We Put You in Control

Sage Intacct’s accounts receivable solutions let you create automated, configurable processes to enhance internal controls. You define the approvals to align with the way you operate, so you have complete visibility into the entire AR process.

A Smarter Accounts Receivable Collections Process

Sage Intacct Collections reduces costs and improves cash flow by letting you efficiently manage customer communications with structured, automated processes. You can send customers configurable reminders, assign owners to collection cases to ensure accountability, and centrally record all activity.

Cash Management

True cash management gives you a complete picture of your cash footprint and working capital.

Cash Management in Sage Intacct is a comprehensive software solution that helps automate and streamline cash management activities. With Sage Intacct cash management, users can improve visibility into their cash management picture, automate complex cash-management processes, and save time by streamlining processing. The software allows users to import transactions from financial institutions and reconcile checking, savings, and credit card accounts efficiently. It provides real-time visibility into payments and transactions across multiple accounts and locations, ensuring users are always in control of their cash.

Cash Management

Sage Intacct Cash Management enables you to:

  • See it clearly

    Easily and quickly create definitions of your workflows, approvals, and internal control processes.

  • Strengthen Controls

    Increase control by automating complex cash-management processes.

  • Accelerate Processes

    Save hours by streamlining processing.

Cash Management Software for Improved Cash Flow

True cash management gives you a complete picture of your cash footprint and working capital. Where is your business’s cash coming from? Where is it going? Sage Intacct cash management software shows a complete picture of your cash position.

Cash Flow

Manage Bank Accounts across all Your Locations

Sage Intacct cash management software shows you all payments and transactions across all checking and savings accounts and credit cards across locations and entities. You see it all in real-time, so you’re always in control of cash.

Bank Register

Cash Management Software Provides Automated Bank Reconciliations

For easier cash management, import statements from your financial institutions and automatically reconcile your checking, savings, and credit card accounts in just minutes. Spot exceptions, manage bank errors, monitor for fraud, and maintain accurate cash balances.

Bank Recons

Day-to-Day Cash Activities in Real-Time

Sage Intacct cash management solutions offer the flexibility to meet your daily needs. Apply payments to accounts not tied to an invoice or record POS payments not applied to a single customer. Quickly print checks or use the bill-focused payment cycle. With Sage Intacct, you can transfer funds across accounts to locations and entities right when you need them.

Day to Day Activities

General Ledger

Multi-entity, multi-dimensional financial visibility – pure power at the heart of your financial management platform.

The General Ledger (GL) in Sage Intacct is a fundamental component of the accounting software that helps businesses manage and organize their financial data. It’s a central repository that contains all the financial transactions and account balances for a company. The General Ledger in Sage Intacct serves as the backbone of your company’s financial management. It enables accurate record-keeping, real-time updates, comprehensive reporting, and better decision-making through dimensional accounting. This tool is designed to streamline accounting processes and provide insights that drive business growth.

Sage Intacct's General Ledger (GL) Enables You To:

  • See Your Business Clearly

    Increase visibility with highly flexible financial and business reporting and track performance by multiple financial accounting standards.

  • Support Multiple Currencies and Entities

    Grow without limits with easy multi-currency and multi-entity management.

  • Stay Agile

    Through a no-coding interface, you can easily manage user configurations and tailor GL workflows to automate your unique processes and workflows – without the expensive customisations.

  • Accelerate Closings

    Increase efficiency at month-end by closing the sub-ledgers that are ready while leaving others open as needed.

General Ledger and Financial Management Platform unlike any other

Unlike basic business ledgers and GL software, Sage Intacct’s powerful and innovative general ledger and financial management platform uniquely provides the extensive visibility, scalability, and flexibility you need to thrive without limitations. It’s the ideal GL accounting foundation for smarter, flexible financial management.

General Ledger

Multi-Dimensional General Ledger Visibility 24/7

Sage Intacct general ledger software shows you reports and dashboards across any combination of drivers and metrics. With dimension values – pre-built, user-defined, or required – you capture the unique business context of transactions, operational measures, and budgets and see the most relevant real-time views of business performance.

Multi Dimension

Multiple Entity and Multiple Currency Consolidations made easy

Sage Intacct general ledger and financial management platform makes it easy to manage complex financials for multiple entities – domestically or globally. Consolidate financials with the push of a button, automate currency conversions, and get consolidated financial statements without waiting for month-end.

Multi Currency

Robust Multi-Book Functionality

Sage Intacct’s general ledger software lets you see the difference between financial accounting statements in U.S. GAAP and IFRS, and on a cash basis – side by side. User-defined books let you easily report on a tax basis or on any country-specific or industry-specific standard.

Multi Book

Fast and Powerful Multi-Ledger Performance

Close your books in stages for a more efficient period end. Sage Intacct GL financial management lets you close subsidiary ledgers independently. Meanwhile, you continue to operate business-as-usual during the close period by closing one ledger while other ledgers are still processing transactions.

Order Management Software

Achieve 25% faster quote-to-cash cycles.

Order Management in Sage Intacct is a module that focuses on the end-to-end process of managing customer orders, from order creation to fulfillment and invoicing. It’s designed to help businesses streamline and automate their sales and order processing workflows.

order management

Sage Intacct Order Management enables you to:

  • Reduce Costs

    Reduce costs by automating more steps in the order management cycle across sales channels.

  • Customer Satisfaction

    Improve customer satisfaction by getting sales and finance on the same page.

  • Increase Profits

    Increase profits by seeing and leveraging the true drivers of business performance.

...but so much more:

  • 1. Order Creation

    Users can create customer orders directly within Sage Intacct. These orders can include details such as product or service items, quantities, pricing, customer information, shipping addresses, and payment terms.

  • 2. Inventory Management

    Sage Intacct’s Order Management module is often integrated with inventory management, allowing you to keep track of stock levels in real time. This helps prevent overstocking or stockouts by ensuring that products are available when needed.

  • 3. Order Fulfillment

    Once an order is received and confirmed, the Order Management module assists in the fulfillment process. It can generate pick lists, packing slips, and shipping labels, helping the warehouse staff ensure accurate and timely shipments.

  • 4. Pricing and Discounts

    The module allows businesses to apply pricing rules, discounts, and promotions to orders. This can be based on customer types, order quantities, contract terms, or other criteria. This flexibility ensures accurate pricing and helps enhance customer relationships.

  • 5. Revenue Recognition

    Sage Intacct’s Order Management can help manage revenue recognition for orders that include services or complex billing arrangements. It ensures that revenue is recognized appropriately over the course of the contract or service period.

  • 6. Integration with Financials

    Orders processed through the Order Management module seamlessly integrate with Sage Intacct’s financials, ensuring that sales orders, invoices, payments, and other financial transactions are accurately recorded in the General Ledger.

  • 7. Customer Insights

    The module provides a 360-degree view of customer interactions. You can track order history, customer preferences, and communication history, which can be valuable for building strong customer relationships and providing personalized service.

  • 8. Reporting and Analytics

    Sage Intacct’s reporting capabilities extend to Order Management as well. You can generate reports on sales trends, order status, inventory levels, and more. These insights help in making informed business decisions.

  • 9. Streamlined Workflow

    The goal of Sage Intacct’s Order Management module is to streamline the entire order-to-cash process. By automating tasks and reducing manual intervention, businesses can process orders more efficiently, reduce errors, and improve customer satisfaction.

What makes Sage Intacct Order Management So Powerful?

Automate the order management cycle

Streamlining even for the most complex quote-to-cash processes, cloud-based Sage Intacct order management software is sophisticated enough to handle higher order volumes, order processing complexity, inventory challenges, and pricing structures. The result? An order-management system that saves time, improves accuracy and increases profitability.

Order Management Workflows Your Way

Sage Intacct general ledger software shows you reports and dashboards across any combination of drivers and metrics. With dimension values – pre-built, user-defined, or required – you capture the unique business context of transactions, operational measures, and budgets and see the most relevant real-time views of business performance.

Integrated Salesforce Order Management

Thanks to easy, pre-integrated Salesforce CRM connectors, you can manage the Salesforce quote-to-order cycle by enabling sales and finance to share pricing, order status, and other information and generate orders without duplicate data entry. And a prebuilt integration with Avalara automatically calculates the right sales tax for any order in any jurisdiction across all sales channels.

Purchase Order Management Software

Cut invoice-to-payment time by up 50% and eliminate hundreds of hours of tedious transactional data entry.

Sage Intacct’s Purchasing module is designed to streamline and automate the procurement process for businesses. It helps organizations manage their purchasing workflows efficiently, from requisition to purchase order creation, approval, receiving, and payment.

Purchase Order Management 1

With Sage Intacct Purchase Order Management, You Can:

  • Stay on Top of Purchasing

    Increase accuracy by automating purchasing transactions, data entry, and approvals.

  • See What Matters

    Save time and improve your focus with complete visibility to real-time information about vendors, orders, and other purchasing information.

  • Maintain Customised Control

    Improve financial control with both templated and tailored purchasing management workflows.

Here's How it Works:

  • 1. Requisition Management

    Users can initiate purchase requests or requisitions within the system. These requisitions can be created by employees who need specific goods or services. The module allows for defining approval workflows, ensuring that requisitions go through the appropriate channels before being converted into purchase orders.

  • 2. Purchase Order Creation

    Once a requisition is approved, it can be easily converted into a purchase order. The system provides tools to select vendors, specify items or services to be ordered, quantities, pricing, and terms. This helps maintain accuracy and consistency in the purchasing process.

  • 3. Vendor Management

    Sage Intacct’s Purchasing module allows businesses to maintain a database of vendors, including contact details, payment terms, and historical interactions. This centralized vendor management helps in making informed decisions about supplier selection.

  • 4. Approval Workflows

    Approval workflows can be configured based on your organization’s hierarchy and purchasing policies. The module supports multi-level approvals, ensuring that purchases are authorized by the appropriate individuals before moving forward.

  • 5. Purchase Order Tracking

    Once purchase orders are created and sent to vendors, the system provides tools to track the status of orders. Users can monitor when orders are placed, when they are shipped, and when they are received.

  • 6. Receiving and Inspection

    When the goods or services are received, the system supports the recording of receiving details. This can include quantities received, quality inspections, and any discrepancies or damages. This information is crucial for accurate inventory management and vendor performance evaluation.

  • 7. Integration with Inventory

    Sage Intacct’s Purchasing module can integrate with the inventory management system to maintain real-time stock levels. This integration ensures that purchasing decisions are based on actual inventory levels and avoids overstocking or stockouts.

  • 8. Vendor Collaboration

    Some versions of Sage Intacct may offer features for vendor collaboration, allowing vendors to log in and view the status of their orders, invoices, and payments. This transparency can help build stronger vendor relationships.

  • 9. Invoice Matching

    Integration between the Purchasing module and the Accounts Payable module enables automated invoice matching. This ensures that invoices are matched against the corresponding purchase orders and receiving documents, reducing the risk of overpayment or duplicate payments.

  • 10. Reporting and Analytics

    Sage Intacct’s reporting capabilities extend to the Purchasing module. You can generate reports on purchase order status, vendor performance, spending trends, and more. These insights help in making informed procurement decisions.

What Makes Sage Intacct Purchase Order Management So Powerful?

Sage Intacct Purchasing

Use Sage Intacct Purchasing to create structured, predefined transaction and purchase approval workflows that increase purchasing speed, accuracy, and efficiency. At the same time, Sage Intacct’s comprehensive suite of dashboards and reporting tools lets you monitor budget versus actuals, analyse costs, and gain visibility into your entire procure-to-pay cycle. That’s purchasing software, perfected.

Faster, Smarter Purchasing

Sage Intacct’s cloud-based purchase order management software automates your unique workflows and accelerates purchase requisitions, purchase orders, and approvals. The Sage Intacct purchase order system connects with accounts payable, cash management, and inventory, so you don’t enter the same information twice. And you can drag-and-drop files for simpler recordkeeping and instant access to supporting documents.

See the Entire Purchase Management Process

Sage Intacct purchase order management software gives your team easy access to critical information. You’ll see customisable, role-based purchasing dashboards, so you can quickly track budget performance, compare purchase quotes, see price breaks, and more. With real-time information at a glance, Sage Intacct purchasing software lets your team focus on making the right purchase decisions.

Sage Intacct Puts You in Control

Take complete control of your entire procure-to-pay process. With Sage Intacct purchase order software, you leverage best-practice templates that enforce and control your careful, thoughtful processes for purchase requisitions, quotes, orders, returns, and more. Set spending limits to maintain budget compliance with spend management. And you can use tailored workflows and approval processes for purchase order management to ensure everyone adheres to your organisation’s unique requirements.

Best-in-Class Core Financial Management Platform

Choose the flexible and configurable financial management platform built on a true cloud foundation. Sage Intacct brings robust technology infrastructure to any organisation, making it easy to share data and integrate with best-of-breed solutions (like Salesforce) without the sky-high IT costs.