Run profitable projects and scale faster with Sage Intacct for Professional Services

Stop losing billable hours, speed up invoicing, and get real-time visibility across every project.
Sage Customer Success Partner of the Year 2024

itas & Sage Intacct Professional Services Customers

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Professional services firms face unique challenges…

Managing projects profitably is tough when systems don’t talk to each other. Manual processes, disconnected QuickBooks instances, and endless spreadsheets slow your team down and put revenue at risk. With Sage Intacct, data flows seamlessly across your business through unified, customisable workflows. Track project costs in real time, accelerate project billing, and focus on analysis instead of administration. Some of the challenges facing Professional Services companies:

Unbilled Hours

Every missed timesheet or overlooked expense eats directly into your profit. Manual tracking makes it easy for chargeable work to slip through the cracks, leaving money on the table. With Sage Intacct, you can capture time and costs in real time, automatically link them to the right project, and ensure nothing goes unbilled — protecting your margins and boosting revenue without adding admin.

Manual spreadsheets

Relying on spreadsheets to manage complex projects is slow, error-prone, and hard to scale. Version control issues and manual data entry often lead to mistakes that cost time and money. Sage Intacct replaces disconnected spreadsheets with automated workflows and centralised data, giving you accurate, real-time insights without the risk of human error.

Poor visibility

Without clear, real-time insight into project performance, it’s easy for costs to spiral and profitability to slip. Static reports and delayed data leave finance teams reacting too late. Sage Intacct delivers live dashboards and drill-down reporting, so you always know which projects are on track, where margins are at risk, and where to invest for growth.

Scaling struggles

As your firm grows, managing multiple entities, currencies, and tax rules quickly becomes overwhelming. Manual processes create bottlenecks and limit your ability to expand with confidence. Sage Intacct automates global consolidations, inter-entity transactions, and compliance reporting, giving you the flexibility to scale without adding unnecessary complexity.

Revenue leakage

Inconsistent billing, missed expenses, or delayed invoicing can quietly drain profitability. When revenue slips through the cracks, growth slows and client relationships suffer. Sage Intacct automates project billing, expense on-charging, and revenue recognition, ensuring every pound is captured accurately and on time — protecting your bottom line.

Why Sage Intacct is the best accounting software for Professional Services?

Sage Intacct automates every stage of project finance — capturing time and expenses, billing clients, and recognising revenue compliantly — all in one connected system. Born in the cloud and built to scale, it handles multi-entity, multi-currency, and multi-legislation with ease.

Rated #1 for customer satisfaction by G2, Sage Intacct gives professional services firms the visibility and control to deliver projects profitably and grow with confidence.

Sage Intacct is suited towards a variety of Professional Services Organisations:

Media & Advertising

Get real-time insight into your growing Marketing & Advertising Agency

Coming Soon

Publishing

Run profitable projects and scale faster with Sage Intacct for Professional Services

Learn More

Consultancies

Get real-time visibility, automation, and tools to boost profitability and growth.

Coming Soon

Marketing & Digital Agencies

Powerful financial management that delivers real-time insight into your growing Marketing & Advertising Agency

Learn More

Recruitment

Sage Intacct is the best accounting software for Recruitment companies

Learn More

Engineering

Best in Class Accounting Solutions for Engineering Companies.

Coming Soon

Film Production

Accounting Software for Research Based Companies

Learn More

HR Services

Human Resources, HR firms that need a capable Accounting Solution Sage Intacct is perfect.

Coming Soon

Automate Every Step — From Timesheet to Revenue Recognition

Core Financials
Sage Intacct’s Core Financials deliver powerful multi-dimensional accounting designed to simplify and automate your core finance processes. From general ledger and accounts payable to cash management and order entry, everything connects in one system. Drill into detail across departments, locations, or projects for sharper insights, all without the burden of manual work.

Project Costing & Billing

Simplify complex billing with Sage Intacct’s flexible project costing tools. Generate invoices based on time and materials, fixed fees, milestones, or percentage completion — all linked directly to your project data. Automated workflows ensure accuracy, reduce disputes, and accelerate cash collection.
Dashboards & Reporting
Turn raw data into real-time insight with Sage Intacct’s flexible reporting and dashboard tools. Point-and-click functionality makes it easy to drill into detail, track performance by project, client, or team, and share reports securely across the business.

Project Tracking

Take control of every project with real-time visibility into costs, revenue, and progress. Sage Intacct’s project tracking tools let you monitor budgets against actuals, allocate resources effectively, and keep schedules on track. Automated reporting highlights profitability by project, client, or service type, helping you quickly identify which work is driving growth.
Time & Expenses
Keep your team focused on client goals, not administrative tasks. Track costs by employee, project, customer and other critical business dimensions with Time & Expense Management.
Sage Intelligent Time
Stop chasing timesheets and start automating them. Sage Intacct’s AI-powered timesheet generation captures work activity in the background, so employees can submit accurate, complete timesheets with minimal effort.
Revenue Recognition
Automate revenue recognition across projects with built-in compliance to the latest accounting standards. Eliminate manual calculations, reduce errors, and stay audit-ready while ensuring revenue is recognised accurately and on time.
Forecasting & Insights
Generate real-time forecasts for billing, revenue, and cash flow. Combine financial and operational data to model future performance, compare scenarios, and give leadership the clarity to make faster, smarter decisions.
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Sage Intacct wins Big Innovation award 2021
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See Your Whole Business in Real Time

Sage Intacct’s flexible dashboards and reporting put the full picture at your fingertips. Track profit and loss by business unit, manager, project, region, or customer type — all in real time. Role-based access ensures teams see the insights they need, when they need them.
sage intacct contract rev rec - straight line and usage based recognition schedules
Consolidate multiple entities both in GBP and multiple currencies whilst maintaining the ability to analyse across customer, product, employee, campaign or project
Watch a Demo
Our annual turnover for international work is around £500,000, and Sage Intacct has probably saved us about 10% on that — roughly £50,000 a year. It’s given us the visibility to understand where our drains were and plug them. That’s been a super helpful and very obvious win.
Abi Fuller- CHief COmmercial OFFICER - ACUMEN
Since we've moved to Sage Intacct, the month-end process has been completely overhauled. Instead of battling integration failures and system issues, we now have clean visibility of financial records, seamless API connections, and efficient consolidations. This allows us to focus on proactive financial management rather than back-end admin.
JAMES PHILLIPS, FINANCE DIRECTOR, ADAM SMITH INTERNATIONAL
Read the case study
Cash flow management has definitely improved. With Sage 50 we weren’t in a position to invoice and manage cash effectively across our separate companies. Now with Intacct, each business invoices and raises purchase orders independently, feeding directly into cash management. It’s been a real step change for us.
ANDREW TOOKE, GENERAL MANGER, N2 GROUP
Read the case study

    Speak to a Sage Intacct Professional Services Specialist

    Book a call with a Sage Intacct Professional Services Specialist to discuss your business, current software, and how Sage Intacct can help.


    Why choose itas as your Sage Intacct partner?

    At itas, we believe in working in partnership with you to deliver the perfect solution that you want and need for your business. As a multi-award winning Sage Partner, our approach is to help you maximise technology to transform the way you work.
    • We really know our stuff
    • We take the hassle away with effective project management
    • We help you get up and running quickly with training that delivers results
    • We are good people to work with that genuinely care about your business
    • We are just a phone call away with no automated queues
    • We are big enough to deliver, but small enough to care
    • We will ensure a smooth transition from your old platform to your new
    The change to any new platform is a journey, and we will be on that journey with you, every step of the way.